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ZIP Code Database - Facts & Stats

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ZIP Code 08840 Income Tax Stats

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

ZIP Code 08840 Data

Zip Code:08840
City:Metuchen
State:NJ [New Jersey]
Counties: MIDDLESEX, NJ
City Alias(es):Metuchen
Area Code:732 / 848 / 908
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





08840 Income Tax Overview

Total Number of Tax Returns for ZIP Code 08840 [1] 8,680
Total Number of Single Tax Returns for ZIP Code 08840 2,820
Total Number of Joint Tax Returns for ZIP Code 08840 3,800
Total Number of Dependents for ZIP Code 08840 5,190
Total Adjusted Gross Income for ZIP Code 08840 $958,159,000
Average Income per Person for ZIP Code 08840 $57,867
Average Income per Household for ZIP Code 08840 $110,387

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 1,990
Number of single returns 1,610
Number of joint returns 210
Number of head of household returns 130
Number of returns with paid preparer's signature 1,090
Number of exemptions 1,850
Number of dependents 330
Total number of volunteer prepared returns [5] 50
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 50
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 150
Number of elderly returns [4] 470
Adjust gross income (AGI) [5] $22,044,000
Number of returns with total income 1,990
Salaries and wages amount $22,560,000
Number of returns with salaries and wages 1,450
Salaries and wages amount $15,395
Number of returns with taxable interest 540
Taxable interest amount $390
Number of returns with ordinary dividends 350
Ordinary dividends amount $620,000
Number of returns with qualified dividends 320
Qualified dividends amount [6] $427
Number of returns with state and local income tax refunds 50
State and local income tax refunds amount $29
Number of returns with business or professional net income (less loss) 260
Business or professional net income (less loss) amount $1,630,000
Number of returns with net capital gain (less loss) 270
Net capital gain (less loss) amount $407,000
Number of returns with taxable individual retirement arrangements distributions 170
Taxable individual retirement arrangements distributions amount $1,032,000
Number of returns with taxable pensions and annuities 270
Taxable pensions and annuities amount $2,356,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $365,000
Number of returns with taxable Social Security benefits 140
Taxable Social Security benefits amount $281,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $132,000
Number of returns with total statutory adjustments 350
Total statutory adjustments amount $516,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 20
Self-employment health insurance deduction amount $93,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 80
Student loan interest deduction amount $78,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $67,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 290
Total itemized deductions amount $4,852,000
Amount of AGI for itemized returns $3,925,000
Number of returns with State and local income taxes 70
State and local income taxes amount $75,000
Number of returns with State and local general sales tax 180
State and local general sales tax amount $103,000
Number of returns with real estate taxes 250
Real estate taxes amount $2,052,000
Number of returns with taxes paid 290
Taxes paid amount $2,274,000
Number of returns with mortgage interest paid 110
Mortgage interest paid amount $675,000
Number of returns with contributions 180
Contributions amount $237,000
Number of returns with taxable income 910
Taxable income amount $5,502,000
Number of returns with income tax before credits 880
Income tax before credits amount $577,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 180
Total tax credits amount $71,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 70
Nonrefundable education credit amount $45,000
Number of returns with retirement savings contribution credit 50
Retirement savings contribution credit amount $10,000
Number of returns with child tax credit 30
Child tax credit amount $12,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 230
Self-employment tax amount $286,000
Number of returns with total tax payments 1,670
Total tax payments amount $2,594,000
Number of returns with earned income credit 380
Earned income credit amount [8] $655,000
Number of returns with excess earned income credit 300
Excess earned income credit (refundable) amount [9] $542,000
Number of returns with additional child tax credit 140
Additional child tax credit amount $157,000
Number of returns with refundable education credit 80
Refundable education credit amount $73,000
Number of returns with income tax 780
Income tax amount [10] $504,000
Number of returns with tax liability 960
Total tax liability amount [11] $837,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 240
Tax due at time of filing amount [12] $204,000
Number of returns with overpayments refunded 1,520
Overpayments refunded amount [13] $1,923,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $32,000

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

Number of returns 1,340
Number of single returns 890
Number of joint returns 220
Number of head of household returns 200
Number of returns with paid preparer's signature 720
Number of exemptions 2,020
Number of dependents 500
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] 150
Number of elderly returns [4] 310
Adjust gross income (AGI) [5] $49,652,000
Number of returns with total income 1,340
Salaries and wages amount $50,548,000
Number of returns with salaries and wages 1,110
Salaries and wages amount $38,697
Number of returns with taxable interest 410
Taxable interest amount $326
Number of returns with ordinary dividends 250
Ordinary dividends amount $712,000
Number of returns with qualified dividends 230
Qualified dividends amount [6] $516
Number of returns with state and local income tax refunds 120
State and local income tax refunds amount $75
Number of returns with business or professional net income (less loss) 190
Business or professional net income (less loss) amount $2,415,000
Number of returns with net capital gain (less loss) 190
Net capital gain (less loss) amount $282,000
Number of returns with taxable individual retirement arrangements distributions 130
Taxable individual retirement arrangements distributions amount $1,281,000
Number of returns with taxable pensions and annuities 220
Taxable pensions and annuities amount $3,753,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $520,000
Number of returns with taxable Social Security benefits 230
Taxable Social Security benefits amount $1,821,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $231,000
Number of returns with total statutory adjustments 410
Total statutory adjustments amount $896,000
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 30
Self-employment health insurance deduction amount $164,000
Number of returns with IRA payments 40
IRA payments amount $156,000
Number of returns with student loan interest deduction 220
Student loan interest deduction amount $276,000
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 360
Total itemized deductions amount $6,535,000
Amount of AGI for itemized returns $14,010,000
Number of returns with State and local income taxes 230
State and local income taxes amount $371,000
Number of returns with State and local general sales tax 120
State and local general sales tax amount $97,000
Number of returns with real estate taxes 290
Real estate taxes amount $2,395,000
Number of returns with taxes paid 360
Taxes paid amount $2,921,000
Number of returns with mortgage interest paid 190
Mortgage interest paid amount $1,186,000
Number of returns with contributions 290
Contributions amount $466,000
Number of returns with taxable income 1,290
Taxable income amount $27,798,000
Number of returns with income tax before credits 1,270
Income tax before credits amount $3,491,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 430
Total tax credits amount $366,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $40,000
Number of returns with nonrefundable education credit 120
Nonrefundable education credit amount $148,000
Number of returns with retirement savings contribution credit 130
Retirement savings contribution credit amount $25,000
Number of returns with child tax credit 170
Child tax credit amount $148,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 150
Self-employment tax amount $387,000
Number of returns with total tax payments 1,290
Total tax payments amount $5,662,000
Number of returns with earned income credit 180
Earned income credit amount [8] $354,000
Number of returns with excess earned income credit 130
Excess earned income credit (refundable) amount [9] $268,000
Number of returns with additional child tax credit 120
Additional child tax credit amount $159,000
Number of returns with refundable education credit 80
Refundable education credit amount $75,000
Number of returns with income tax 1,150
Income tax amount [10] $3,125,000
Number of returns with tax liability 1,200
Total tax liability amount [11] $3,584,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 220
Tax due at time of filing amount [12] $414,000
Number of returns with overpayments refunded 1,100
Overpayments refunded amount [13] $2,464,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 1,170
Number of single returns 610
Number of joint returns 350
Number of head of household returns 170
Number of returns with paid preparer's signature 680
Number of exemptions 2,040
Number of dependents 530
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] 110
Number of elderly returns [4] 350
Adjust gross income (AGI) [5] $72,064,000
Number of returns with total income 1,170
Salaries and wages amount $73,187,000
Number of returns with salaries and wages 970
Salaries and wages amount $54,339
Number of returns with taxable interest 490
Taxable interest amount $458
Number of returns with ordinary dividends 330
Ordinary dividends amount $973,000
Number of returns with qualified dividends 310
Qualified dividends amount [6] $697
Number of returns with state and local income tax refunds 290
State and local income tax refunds amount $211
Number of returns with business or professional net income (less loss) 170
Business or professional net income (less loss) amount $2,001,000
Number of returns with net capital gain (less loss) 270
Net capital gain (less loss) amount $893,000
Number of returns with taxable individual retirement arrangements distributions 180
Taxable individual retirement arrangements distributions amount $2,686,000
Number of returns with taxable pensions and annuities 270
Taxable pensions and annuities amount $6,098,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $357,000
Number of returns with taxable Social Security benefits 260
Taxable Social Security benefits amount $4,416,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $580,000
Number of returns with total statutory adjustments 400
Total statutory adjustments amount $1,123,000
Number of returns with educator expenses 50
Educator expenses amount $13,000
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 $165,000
Number of returns with IRA payments 40
IRA payments amount $229,000
Number of returns with student loan interest deduction 200
Student loan interest deduction amount $262,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $67,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 580
Total itemized deductions amount $11,568,000
Amount of AGI for itemized returns $36,442,000
Number of returns with State and local income taxes 450
State and local income taxes amount $1,144,000
Number of returns with State and local general sales tax 120
State and local general sales tax amount $127,000
Number of returns with real estate taxes 470
Real estate taxes amount $4,132,000
Number of returns with taxes paid 580
Taxes paid amount $5,479,000
Number of returns with mortgage interest paid 330
Mortgage interest paid amount $2,106,000
Number of returns with contributions 470
Contributions amount $1,157,000
Number of returns with taxable income 1,160
Taxable income amount $47,477,000
Number of returns with income tax before credits 1,150
Income tax before credits amount $6,894,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 380
Total tax credits amount $461,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $33,000
Number of returns with nonrefundable education credit 100
Nonrefundable education credit amount $142,000
Number of returns with retirement savings contribution credit 50
Retirement savings contribution credit amount $8,000
Number of returns with child tax credit 190
Child tax credit amount $257,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $15,000
Number of returns with self-employment tax 130
Self-employment tax amount $365,000
Number of returns with total tax payments 1,150
Total tax payments amount $8,806,000
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 30
Additional child tax credit amount $35,000
Number of returns with refundable education credit 70
Refundable education credit amount $75,000
Number of returns with income tax 1,120
Income tax amount [10] $6,433,000
Number of returns with tax liability 1,130
Total tax liability amount [11] $6,859,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 240
Tax due at time of filing amount [12] $592,000
Number of returns with overpayments refunded 890
Overpayments refunded amount [13] $2,467,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $48,000

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

Number of returns 890
Number of single returns 340
Number of joint returns 400
Number of head of household returns 110
Number of returns with paid preparer's signature 560
Number of exemptions 1,770
Number of dependents 490
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] 300
Adjust gross income (AGI) [5] $77,183,000
Number of returns with total income 890
Salaries and wages amount $78,334,000
Number of returns with salaries and wages 750
Salaries and wages amount $56,619
Number of returns with taxable interest 470
Taxable interest amount $484
Number of returns with ordinary dividends 310
Ordinary dividends amount $1,427,000
Number of returns with qualified dividends 290
Qualified dividends amount [6] $1,109
Number of returns with state and local income tax refunds 370
State and local income tax refunds amount $359
Number of returns with business or professional net income (less loss) 130
Business or professional net income (less loss) amount $2,741,000
Number of returns with net capital gain (less loss) 250
Net capital gain (less loss) amount $1,194,000
Number of returns with taxable individual retirement arrangements distributions 150
Taxable individual retirement arrangements distributions amount $2,948,000
Number of returns with taxable pensions and annuities 240
Taxable pensions and annuities amount $6,817,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $355,000
Number of returns with taxable Social Security benefits 220
Taxable Social Security benefits amount $4,884,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $459,000
Number of returns with total statutory adjustments 260
Total statutory adjustments amount $1,151,000
Number of returns with educator expenses 60
Educator expenses amount $16,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $220,000
Number of returns with IRA payments 30
IRA payments amount $199,000
Number of returns with student loan interest deduction 70
Student loan interest deduction amount $74,000
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 600
Total itemized deductions amount $14,057,000
Amount of AGI for itemized returns $52,801,000
Number of returns with State and local income taxes 530
State and local income taxes amount $1,800,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $73,000
Number of returns with real estate taxes 530
Real estate taxes amount $5,064,000
Number of returns with taxes paid 600
Taxes paid amount $7,182,000
Number of returns with mortgage interest paid 410
Mortgage interest paid amount $2,831,000
Number of returns with contributions 530
Contributions amount $1,196,000
Number of returns with taxable income 880
Taxable income amount $53,555,000
Number of returns with income tax before credits 880
Income tax before credits amount $8,398,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 320
Total tax credits amount $450,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $10,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $41,000
Number of returns with nonrefundable education credit 70
Nonrefundable education credit amount $101,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 190
Child tax credit amount $286,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 110
Self-employment tax amount $500,000
Number of returns with total tax payments 880
Total tax payments amount $10,203,000
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 $51,000
Number of returns with income tax 870
Income tax amount [10] $7,948,000
Number of returns with tax liability 880
Total tax liability amount [11] $8,499,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 210
Tax due at time of filing amount [12] $738,000
Number of returns with overpayments refunded 640
Overpayments refunded amount [13] $2,306,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $128,000

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

Number of returns 2,060
Number of single returns 350
Number of joint returns 1,540
Number of head of household returns 150
Number of returns with paid preparer's signature 1,310
Number of exemptions 5,420
Number of dependents 1,820
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] 590
Adjust gross income (AGI) [5] $290,640,000
Number of returns with total income 2,060
Salaries and wages amount $294,059,000
Number of returns with salaries and wages 1,870
Salaries and wages amount $231,664
Number of returns with taxable interest 1,290
Taxable interest amount $1,356
Number of returns with ordinary dividends 980
Ordinary dividends amount $4,736,000
Number of returns with qualified dividends 930
Qualified dividends amount [6] $3,639
Number of returns with state and local income tax refunds 1,060
State and local income tax refunds amount $1,425
Number of returns with business or professional net income (less loss) 400
Business or professional net income (less loss) amount $9,512,000
Number of returns with net capital gain (less loss) 800
Net capital gain (less loss) amount $4,920,000
Number of returns with taxable individual retirement arrangements distributions 300
Taxable individual retirement arrangements distributions amount $7,254,000
Number of returns with taxable pensions and annuities 490
Taxable pensions and annuities amount $18,197,000
Number of farm returns 0
Number of returns with unemployment compensation 110
Unemployment compensation amount [7] $779,000
Number of returns with taxable Social Security benefits 380
Taxable Social Security benefits amount $10,083,000
Number of returns with partnership/S-corp net income (less loss) 170
Partnership/S-corp net income (less loss) amount $3,195,000
Number of returns with total statutory adjustments 750
Total statutory adjustments amount $3,419,000
Number of returns with educator expenses 190
Educator expenses amount $54,000
Number of returns with self-employment retirement plans 70
Self-employment retirement plans amount $1,016,000
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $477,000
Number of returns with IRA payments 110
IRA payments amount $647,000
Number of returns with student loan interest deduction 190
Student loan interest deduction amount $211,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $84,000
Returns with domestic production activities deduction 20
Domestic production activities deduction amount $154,000
Number of returns with itemized deductions 1,820
Total itemized deductions amount $53,486,000
Amount of AGI for itemized returns $259,326,000
Number of returns with State and local income taxes 1,740
State and local income taxes amount $11,704,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $141,000
Number of returns with real estate taxes 1,660
Real estate taxes amount $18,675,000
Number of returns with taxes paid 1,820
Taxes paid amount $30,883,000
Number of returns with mortgage interest paid 1,380
Mortgage interest paid amount $12,057,000
Number of returns with contributions 1,610
Contributions amount $5,018,000
Number of returns with taxable income 2,060
Taxable income amount $212,424,000
Number of returns with income tax before credits 2,060
Income tax before credits amount $37,561,000
Number of returns with alternative minimum tax 190
Alternative minimum tax amount $358,000
Number of returns with total tax credits 900
Total tax credits amount $948,000
Number of returns with foreign tax credit 310
Foreign tax credit amount $86,000
Number of returns with child and dependent care credit 250
Child and dependent care credit amount $144,000
Number of returns with nonrefundable education credit 170
Nonrefundable education credit amount $261,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 320
Child tax credit amount $373,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $55,000
Number of returns with self-employment tax 320
Self-employment tax amount $1,498,000
Number of returns with total tax payments 2,050
Total tax payments amount $43,811,000
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 $152,000
Number of returns with income tax 2,060
Income tax amount [10] $36,613,000
Number of returns with tax liability 2,060
Total tax liability amount [11] $38,356,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 580
Tax due at time of filing amount [12] $2,369,000
Number of returns with overpayments refunded 1,400
Overpayments refunded amount [13] $7,076,000
Number of returns with credit to next year’s estimated tax 110
Credited to next year’s estimated tax amount $718,000

Adjusted Gross Income: $200,000 or more

Number of returns 1,230
Number of single returns 100
Number of joint returns 1,080
Number of head of household returns 30
Number of returns with paid preparer's signature 840
Number of exemptions 3,830
Number of dependents 1,520
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] 270
Adjust gross income (AGI) [5] $446,576,000
Number of returns with total income 1,230
Salaries and wages amount $452,132,000
Number of returns with salaries and wages 1,170
Salaries and wages amount $349,722
Number of returns with taxable interest 950
Taxable interest amount $3,179
Number of returns with ordinary dividends 880
Ordinary dividends amount $10,839,000
Number of returns with qualified dividends 850
Qualified dividends amount [6] $8,522
Number of returns with state and local income tax refunds 600
State and local income tax refunds amount $2,148
Number of returns with business or professional net income (less loss) 250
Business or professional net income (less loss) amount $12,895,000
Number of returns with net capital gain (less loss) 790
Net capital gain (less loss) amount $24,214,000
Number of returns with taxable individual retirement arrangements distributions 190
Taxable individual retirement arrangements distributions amount $8,692,000
Number of returns with taxable pensions and annuities 200
Taxable pensions and annuities amount $9,891,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $253,000
Number of returns with taxable Social Security benefits 140
Taxable Social Security benefits amount $4,174,000
Number of returns with partnership/S-corp net income (less loss) 250
Partnership/S-corp net income (less loss) amount $22,239,000
Number of returns with total statutory adjustments 360
Total statutory adjustments amount $5,556,000
Number of returns with educator expenses 80
Educator expenses amount $19,000
Number of returns with self-employment retirement plans 60
Self-employment retirement plans amount $1,754,000
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $1,149,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 0
Student loan interest deduction amount $0
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,210
Total itemized deductions amount $66,256,000
Amount of AGI for itemized returns $440,170,000
Number of returns with State and local income taxes 1,200
State and local income taxes amount $29,584,000
Number of returns with State and local general sales tax 0
State and local general sales tax amount $0
Number of returns with real estate taxes 1,130
Real estate taxes amount $17,470,000
Number of returns with taxes paid 1,210
Taxes paid amount $47,447,000
Number of returns with mortgage interest paid 940
Mortgage interest paid amount $11,332,000
Number of returns with contributions 1,120
Contributions amount $7,397,000
Number of returns with taxable income 1,230
Taxable income amount $368,846,000
Number of returns with income tax before credits 1,230
Income tax before credits amount $99,429,000
Number of returns with alternative minimum tax 980
Alternative minimum tax amount $6,225,000
Number of returns with total tax credits 630
Total tax credits amount $1,196,000
Number of returns with foreign tax credit 440
Foreign tax credit amount $852,000
Number of returns with child and dependent care credit 230
Child and dependent care credit amount $135,000
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 220
Self-employment tax amount $1,799,000
Number of returns with total tax payments 1,230
Total tax payments amount $99,639,000
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 1,230
Income tax amount [10] $98,234,000
Number of returns with tax liability 1,230
Total tax liability amount [11] $102,514,000
Number of returns with net investment income tax 690
Net investment income tax $1,092,000
Number of returns with tax due at time of filing 620
Tax due at time of filing amount [12] $8,740,000
Number of returns with overpayments refunded 500
Overpayments refunded amount [13] $3,499,000
Number of returns with credit to next year’s estimated tax 130
Credited to next year’s estimated tax amount $2,286,000

[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.