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ZIP Code Database - Facts & Stats

ZIP Code 10598 Income Tax Stats

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

ZIP Code 10598 Data

Zip Code:10598
City:Yorktown Heights
State:NY [New York]
Counties: WESTCHESTER, NY
City Alias(es):Yorktown Heights
Area Code:914
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


10598 Income Tax Overview

Total Number of Tax Returns for ZIP Code 10598 [1] 14,730
Total Number of Single Tax Returns for ZIP Code 10598 4,790
Total Number of Joint Tax Returns for ZIP Code 10598 6,760
Total Number of Dependents for ZIP Code 10598 9,050
Total Adjusted Gross Income for ZIP Code 10598 $2,055,016,000
Average Income per Person for ZIP Code 10598 $71,736
Average Income per Household for ZIP Code 10598 $139,512

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 3,540
Number of single returns 3,040
Number of joint returns 280
Number of head of household returns 180
Number of returns with paid preparer's signature 2,120
Number of exemptions 2,820
Number of dependents 450
Total number of volunteer prepared returns [5] 90
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
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] 140
Number of elderly returns [4] 800
Adjust gross income (AGI) [5] $37,028,000
Number of returns with total income 3,540
Salaries and wages amount $37,901,000
Number of returns with salaries and wages 2,540
Salaries and wages amount $23,940
Number of returns with taxable interest 890
Taxable interest amount $593
Number of returns with ordinary dividends 820
Ordinary dividends amount $1,245,000
Number of returns with qualified dividends 760
Qualified dividends amount [6] $852
Number of returns with state and local income tax refunds 50
State and local income tax refunds amount $35
Number of returns with business or professional net income (less loss) 440
Business or professional net income (less loss) amount $3,334,000
Number of returns with net capital gain (less loss) 680
Net capital gain (less loss) amount $734,000
Number of returns with taxable individual retirement arrangements distributions 350
Taxable individual retirement arrangements distributions amount $2,106,000
Number of returns with taxable pensions and annuities 540
Taxable pensions and annuities amount $4,906,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $173,000
Number of returns with taxable Social Security benefits 250
Taxable Social Security benefits amount $554,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $177,000
Number of returns with total statutory adjustments 610
Total statutory adjustments amount $873,000
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 40
Self-employment health insurance deduction amount $153,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 160
Student loan interest deduction amount $178,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $167,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 380
Total itemized deductions amount $7,691,000
Amount of AGI for itemized returns $5,464,000
Number of returns with State and local income taxes 90
State and local income taxes amount $156,000
Number of returns with State and local general sales tax 240
State and local general sales tax amount $148,000
Number of returns with real estate taxes 310
Real estate taxes amount $2,540,000
Number of returns with taxes paid 360
Taxes paid amount $2,978,000
Number of returns with mortgage interest paid 150
Mortgage interest paid amount $974,000
Number of returns with contributions 250
Contributions amount $341,000
Number of returns with taxable income 1,620
Taxable income amount $9,454,000
Number of returns with income tax before credits 1,480
Income tax before credits amount $946,000
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 $130,000
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 140
Nonrefundable education credit amount $99,000
Number of returns with retirement savings contribution credit 70
Retirement savings contribution credit amount $14,000
Number of returns with child tax credit 20
Child tax credit amount $9,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 410
Self-employment tax amount $537,000
Number of returns with total tax payments 2,880
Total tax payments amount $3,946,000
Number of returns with earned income credit 520
Earned income credit amount [8] $863,000
Number of returns with excess earned income credit 390
Excess earned income credit (refundable) amount [9] $685,000
Number of returns with additional child tax credit 180
Additional child tax credit amount $221,000
Number of returns with refundable education credit 140
Refundable education credit amount $125,000
Number of returns with income tax 1,320
Income tax amount [10] $816,000
Number of returns with tax liability 1,640
Total tax liability amount [11] $1,391,000
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] $416,000
Number of returns with overpayments refunded 2,630
Overpayments refunded amount [13] $2,910,000
Number of returns with credit to next yearís estimated tax 40
Credited to next yearís estimated tax amount $56,000

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

Number of returns 1,900
Number of single returns 1,280
Number of joint returns 370
Number of head of household returns 210
Number of returns with paid preparer's signature 1,240
Number of exemptions 2,780
Number of dependents 560
Total number of volunteer prepared returns [5] 30
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 30
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 120
Number of elderly returns [4] 610
Adjust gross income (AGI) [5] $70,611,000
Number of returns with total income 1,900
Salaries and wages amount $71,787,000
Number of returns with salaries and wages 1,420
Salaries and wages amount $48,719
Number of returns with taxable interest 740
Taxable interest amount $620
Number of returns with ordinary dividends 500
Ordinary dividends amount $1,462,000
Number of returns with qualified dividends 470
Qualified dividends amount [6] $989
Number of returns with state and local income tax refunds 180
State and local income tax refunds amount $135
Number of returns with business or professional net income (less loss) 230
Business or professional net income (less loss) amount $2,564,000
Number of returns with net capital gain (less loss) 410
Net capital gain (less loss) amount $744,000
Number of returns with taxable individual retirement arrangements distributions 300
Taxable individual retirement arrangements distributions amount $2,939,000
Number of returns with taxable pensions and annuities 520
Taxable pensions and annuities amount $9,320,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $395,000
Number of returns with taxable Social Security benefits 530
Taxable Social Security benefits amount $4,282,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $377,000
Number of returns with total statutory adjustments 520
Total statutory adjustments amount $1,176,000
Number of returns with educator expenses 60
Educator expenses amount $15,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $220,000
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $188,000
Number of returns with IRA payments 60
IRA payments amount $272,000
Number of returns with student loan interest deduction 280
Student loan interest deduction amount $352,000
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 620
Total itemized deductions amount $12,759,000
Amount of AGI for itemized returns $23,469,000
Number of returns with State and local income taxes 330
State and local income taxes amount $691,000
Number of returns with State and local general sales tax 260
State and local general sales tax amount $209,000
Number of returns with real estate taxes 460
Real estate taxes amount $4,286,000
Number of returns with taxes paid 610
Taxes paid amount $5,254,000
Number of returns with mortgage interest paid 300
Mortgage interest paid amount $2,293,000
Number of returns with contributions 480
Contributions amount $894,000
Number of returns with taxable income 1,770
Taxable income amount $38,047,000
Number of returns with income tax before credits 1,740
Income tax before credits amount $4,701,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 490
Total tax credits amount $387,000
Number of returns with foreign tax credit 110
Foreign tax credit amount $8,000
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 150
Nonrefundable education credit amount $171,000
Number of returns with retirement savings contribution credit 130
Retirement savings contribution credit amount $23,000
Number of returns with child tax credit 160
Child tax credit amount $153,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 180
Self-employment tax amount $462,000
Number of returns with total tax payments 1,800
Total tax payments amount $7,868,000
Number of returns with earned income credit 170
Earned income credit amount [8] $305,000
Number of returns with excess earned income credit 120
Excess earned income credit (refundable) amount [9] $215,000
Number of returns with additional child tax credit 130
Additional child tax credit amount $179,000
Number of returns with refundable education credit 100
Refundable education credit amount $96,000
Number of returns with income tax 1,620
Income tax amount [10] $4,314,000
Number of returns with tax liability 1,690
Total tax liability amount [11] $4,844,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 330
Tax due at time of filing amount [12] $470,000
Number of returns with overpayments refunded 1,500
Overpayments refunded amount [13] $3,375,000
Number of returns with credit to next yearís estimated tax 40
Credited to next yearís estimated tax amount $103,000

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

Number of returns 1,730
Number of single returns 1,010
Number of joint returns 450
Number of head of household returns 200
Number of returns with paid preparer's signature 1,140
Number of exemptions 2,810
Number of dependents 640
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] 100
Number of elderly returns [4] 600
Adjust gross income (AGI) [5] $107,462,000
Number of returns with total income 1,730
Salaries and wages amount $109,008,000
Number of returns with salaries and wages 1,340
Salaries and wages amount $74,000
Number of returns with taxable interest 840
Taxable interest amount $823
Number of returns with ordinary dividends 540
Ordinary dividends amount $2,415,000
Number of returns with qualified dividends 500
Qualified dividends amount [6] $1,711
Number of returns with state and local income tax refunds 390
State and local income tax refunds amount $341
Number of returns with business or professional net income (less loss) 200
Business or professional net income (less loss) amount $2,249,000
Number of returns with net capital gain (less loss) 460
Net capital gain (less loss) amount $1,399,000
Number of returns with taxable individual retirement arrangements distributions 310
Taxable individual retirement arrangements distributions amount $3,854,000
Number of returns with taxable pensions and annuities 530
Taxable pensions and annuities amount $13,906,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $203,000
Number of returns with taxable Social Security benefits 490
Taxable Social Security benefits amount $8,348,000
Number of returns with partnership/S-corp net income (less loss) 130
Partnership/S-corp net income (less loss) amount $1,660,000
Number of returns with total statutory adjustments 560
Total statutory adjustments amount $1,546,000
Number of returns with educator expenses 110
Educator expenses amount $27,000
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 $375,000
Number of returns with IRA payments 60
IRA payments amount $255,000
Number of returns with student loan interest deduction 310
Student loan interest deduction amount $401,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $76,000
Returns with domestic production activities deduction 20
Domestic production activities deduction amount $81,000
Number of returns with itemized deductions 860
Total itemized deductions amount $18,868,000
Amount of AGI for itemized returns $54,677,000
Number of returns with State and local income taxes 660
State and local income taxes amount $2,043,000
Number of returns with State and local general sales tax 190
State and local general sales tax amount $184,000
Number of returns with real estate taxes 660
Real estate taxes amount $6,299,000
Number of returns with taxes paid 860
Taxes paid amount $8,583,000
Number of returns with mortgage interest paid 470
Mortgage interest paid amount $3,658,000
Number of returns with contributions 720
Contributions amount $1,563,000
Number of returns with taxable income 1,710
Taxable income amount $70,963,000
Number of returns with income tax before credits 1,700
Income tax before credits amount $10,453,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 500
Total tax credits amount $555,000
Number of returns with foreign tax credit 140
Foreign tax credit amount $8,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $35,000
Number of returns with nonrefundable education credit 130
Nonrefundable education credit amount $171,000
Number of returns with retirement savings contribution credit 40
Retirement savings contribution credit amount $7,000
Number of returns with child tax credit 220
Child tax credit amount $299,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $12,000
Number of returns with self-employment tax 160
Self-employment tax amount $386,000
Number of returns with total tax payments 1,690
Total tax payments amount $13,291,000
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 $65,000
Number of returns with refundable education credit 90
Refundable education credit amount $88,000
Number of returns with income tax 1,640
Income tax amount [10] $9,901,000
Number of returns with tax liability 1,660
Total tax liability amount [11] $10,401,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 390
Tax due at time of filing amount [12] $945,000
Number of returns with overpayments refunded 1,280
Overpayments refunded amount [13] $3,682,000
Number of returns with credit to next yearís estimated tax 70
Credited to next yearís estimated tax amount $131,000

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

Number of returns 1,360
Number of single returns 530
Number of joint returns 610
Number of head of household returns 150
Number of returns with paid preparer's signature 980
Number of exemptions 2,750
Number of dependents 780
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] 50
Number of elderly returns [4] 560
Adjust gross income (AGI) [5] $118,640,000
Number of returns with total income 1,360
Salaries and wages amount $119,953,000
Number of returns with salaries and wages 1,070
Salaries and wages amount $78,988
Number of returns with taxable interest 870
Taxable interest amount $822
Number of returns with ordinary dividends 540
Ordinary dividends amount $2,392,000
Number of returns with qualified dividends 500
Qualified dividends amount [6] $1,637
Number of returns with state and local income tax refunds 560
State and local income tax refunds amount $635
Number of returns with business or professional net income (less loss) 190
Business or professional net income (less loss) amount $2,578,000
Number of returns with net capital gain (less loss) 440
Net capital gain (less loss) amount $1,256,000
Number of returns with taxable individual retirement arrangements distributions 300
Taxable individual retirement arrangements distributions amount $5,022,000
Number of returns with taxable pensions and annuities 480
Taxable pensions and annuities amount $16,081,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $285,000
Number of returns with taxable Social Security benefits 440
Taxable Social Security benefits amount $10,061,000
Number of returns with partnership/S-corp net income (less loss) 130
Partnership/S-corp net income (less loss) amount $1,474,000
Number of returns with total statutory adjustments 370
Total statutory adjustments amount $1,313,000
Number of returns with educator expenses 100
Educator expenses amount $24,000
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 $390,000
Number of returns with IRA payments 40
IRA payments amount $244,000
Number of returns with student loan interest deduction 110
Student loan interest deduction amount $120,000
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 990
Total itemized deductions amount $25,907,000
Amount of AGI for itemized returns $87,393,000
Number of returns with State and local income taxes 830
State and local income taxes amount $3,752,000
Number of returns with State and local general sales tax 150
State and local general sales tax amount $220,000
Number of returns with real estate taxes 840
Real estate taxes amount $8,979,000
Number of returns with taxes paid 990
Taxes paid amount $13,094,000
Number of returns with mortgage interest paid 630
Mortgage interest paid amount $5,125,000
Number of returns with contributions 880
Contributions amount $2,244,000
Number of returns with taxable income 1,350
Taxable income amount $78,612,000
Number of returns with income tax before credits 1,340
Income tax before credits amount $12,574,000
Number of returns with alternative minimum tax 40
Alternative minimum tax amount $53,000
Number of returns with total tax credits 470
Total tax credits amount $649,000
Number of returns with foreign tax credit 130
Foreign tax credit amount $8,000
Number of returns with child and dependent care credit 80
Child and dependent care credit amount $45,000
Number of returns with nonrefundable education credit 90
Nonrefundable education credit amount $125,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 270
Child tax credit amount $416,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $9,000
Number of returns with self-employment tax 160
Self-employment tax amount $542,000
Number of returns with total tax payments 1,340
Total tax payments amount $15,390,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 20
Additional child tax credit amount $22,000
Number of returns with refundable education credit 80
Refundable education credit amount $73,000
Number of returns with income tax 1,320
Income tax amount [10] $11,926,000
Number of returns with tax liability 1,330
Total tax liability amount [11] $12,563,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 340
Tax due at time of filing amount [12] $1,136,000
Number of returns with overpayments refunded 970
Overpayments refunded amount [13] $3,781,000
Number of returns with credit to next yearís estimated tax 60
Credited to next yearís estimated tax amount $158,000

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

Number of returns 3,910
Number of single returns 590
Number of joint returns 2,950
Number of head of household returns 280
Number of returns with paid preparer's signature 2,880
Number of exemptions 10,590
Number of dependents 3,740
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] 1,330
Adjust gross income (AGI) [5] $561,414,000
Number of returns with total income 3,910
Salaries and wages amount $567,516,000
Number of returns with salaries and wages 3,390
Salaries and wages amount $409,465
Number of returns with taxable interest 2,960
Taxable interest amount $2,890
Number of returns with ordinary dividends 1,840
Ordinary dividends amount $9,931,000
Number of returns with qualified dividends 1,740
Qualified dividends amount [6] $7,575
Number of returns with state and local income tax refunds 2,090
State and local income tax refunds amount $2,797
Number of returns with business or professional net income (less loss) 780
Business or professional net income (less loss) amount $15,602,000
Number of returns with net capital gain (less loss) 1,530
Net capital gain (less loss) amount $10,468,000
Number of returns with taxable individual retirement arrangements distributions 770
Taxable individual retirement arrangements distributions amount $19,087,000
Number of returns with taxable pensions and annuities 1,270
Taxable pensions and annuities amount $58,449,000
Number of farm returns 0
Number of returns with unemployment compensation 130
Unemployment compensation amount [7] $763,000
Number of returns with taxable Social Security benefits 960
Taxable Social Security benefits amount $26,517,000
Number of returns with partnership/S-corp net income (less loss) 480
Partnership/S-corp net income (less loss) amount $9,505,000
Number of returns with total statutory adjustments 1,500
Total statutory adjustments amount $6,102,000
Number of returns with educator expenses 540
Educator expenses amount $151,000
Number of returns with self-employment retirement plans 80
Self-employment retirement plans amount $1,069,000
Number of returns with self-employment health insurance deduction 130
Self-employment health insurance deduction amount $1,586,000
Number of returns with IRA payments 150
IRA payments amount $913,000
Number of returns with student loan interest deduction 320
Student loan interest deduction amount $360,000
Number of returns with tuition and fees deduction 70
Tuition and fees deduction amount $148,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 3,630
Total itemized deductions amount $119,354,000
Amount of AGI for itemized returns $525,964,000
Number of returns with State and local income taxes 3,330
State and local income taxes amount $26,247,000
Number of returns with State and local general sales tax 270
State and local general sales tax amount $465,000
Number of returns with real estate taxes 3,360
Real estate taxes amount $42,665,000
Number of returns with taxes paid 3,620
Taxes paid amount $70,000,000
Number of returns with mortgage interest paid 2,800
Mortgage interest paid amount $27,607,000
Number of returns with contributions 3,350
Contributions amount $9,659,000
Number of returns with taxable income 3,900
Taxable income amount $395,845,000
Number of returns with income tax before credits 3,890
Income tax before credits amount $69,706,000
Number of returns with alternative minimum tax 500
Alternative minimum tax amount $1,174,000
Number of returns with total tax credits 1,750
Total tax credits amount $1,858,000
Number of returns with foreign tax credit 580
Foreign tax credit amount $77,000
Number of returns with child and dependent care credit 510
Child and dependent care credit amount $330,000
Number of returns with nonrefundable education credit 380
Nonrefundable education credit amount $567,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 570
Child tax credit amount $674,000
Number of returns with residential energy tax credit 120
Residential energy tax credit amount $95,000
Number of returns with self-employment tax 620
Self-employment tax amount $2,480,000
Number of returns with total tax payments 3,880
Total tax payments amount $80,564,000
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 360
Refundable education credit amount $363,000
Number of returns with income tax 3,890
Income tax amount [10] $67,847,000
Number of returns with tax liability 3,890
Total tax liability amount [11] $70,708,000
Number of returns with net investment income tax 30
Net investment income tax $6,000
Number of returns with tax due at time of filing 1,160
Tax due at time of filing amount [12] $5,086,000
Number of returns with overpayments refunded 2,590
Overpayments refunded amount [13] $14,116,000
Number of returns with credit to next yearís estimated tax 180
Credited to next yearís estimated tax amount $757,000

Adjusted Gross Income: $200,000 or more

Number of returns 2,290
Number of single returns 130
Number of joint returns 2,100
Number of head of household returns 40
Number of returns with paid preparer's signature 1,700
Number of exemptions 7,270
Number of dependents 2,880
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] 620
Adjust gross income (AGI) [5] $1,159,861,000
Number of returns with total income 2,290
Salaries and wages amount $1,172,367,000
Number of returns with salaries and wages 2,120
Salaries and wages amount $912,118
Number of returns with taxable interest 1,960
Taxable interest amount $4,473
Number of returns with ordinary dividends 1,430
Ordinary dividends amount $27,642,000
Number of returns with qualified dividends 1,380
Qualified dividends amount [6] $23,001
Number of returns with state and local income tax refunds 1,020
State and local income tax refunds amount $4,875
Number of returns with business or professional net income (less loss) 500
Business or professional net income (less loss) amount $24,963,000
Number of returns with net capital gain (less loss) 1,280
Net capital gain (less loss) amount $58,079,000
Number of returns with taxable individual retirement arrangements distributions 390
Taxable individual retirement arrangements distributions amount $14,993,000
Number of returns with taxable pensions and annuities 560
Taxable pensions and annuities amount $35,742,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $373,000
Number of returns with taxable Social Security benefits 320
Taxable Social Security benefits amount $9,695,000
Number of returns with partnership/S-corp net income (less loss) 540
Partnership/S-corp net income (less loss) amount $73,837,000
Number of returns with total statutory adjustments 870
Total statutory adjustments amount $12,506,000
Number of returns with educator expenses 340
Educator expenses amount $99,000
Number of returns with self-employment retirement plans 150
Self-employment retirement plans amount $4,087,000
Number of returns with self-employment health insurance deduction 170
Self-employment health insurance deduction amount $2,871,000
Number of returns with IRA payments 30
IRA payments amount $380,000
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 30
Domestic production activities deduction amount $290,000
Number of returns with itemized deductions 2,270
Total itemized deductions amount $157,173,000
Amount of AGI for itemized returns $1,154,277,000
Number of returns with State and local income taxes 2,210
State and local income taxes amount $86,568,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $130,000
Number of returns with real estate taxes 2,200
Real estate taxes amount $38,570,000
Number of returns with taxes paid 2,270
Taxes paid amount $125,651,000
Number of returns with mortgage interest paid 1,860
Mortgage interest paid amount $22,995,000
Number of returns with contributions 2,150
Contributions amount $15,443,000
Number of returns with taxable income 2,290
Taxable income amount $979,649,000
Number of returns with income tax before credits 2,290
Income tax before credits amount $300,170,000
Number of returns with alternative minimum tax 1,870
Alternative minimum tax amount $12,818,000
Number of returns with total tax credits 990
Total tax credits amount $2,078,000
Number of returns with foreign tax credit 590
Foreign tax credit amount $920,000
Number of returns with child and dependent care credit 410
Child and dependent care credit amount $258,000
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 80
Residential energy tax credit amount $106,000
Number of returns with self-employment tax 460
Self-employment tax amount $4,276,000
Number of returns with total tax payments 2,280
Total tax payments amount $206,904,000
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 2,280
Income tax amount [10] $198,590,000
Number of returns with tax liability 2,290
Total tax liability amount [11] $310,176,000
Number of returns with net investment income tax 1,170
Net investment income tax $2,690,000
Number of returns with tax due at time of filing 1,170
Tax due at time of filing amount [12] $17,515,000
Number of returns with overpayments refunded 920
Overpayments refunded amount [13] $9,054,000
Number of returns with credit to next yearís estimated tax 230
Credited to next yearís estimated tax amount $6,982,000

[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.