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ZIP Code Database - Facts & Stats

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ZIP Code 10920 Income Tax Stats

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

ZIP Code 10920 Data

Zip Code:10920
City:Congers
State:NY [New York]
Counties: ROCKLAND, NY
City Alias(es):Congers
Area Code:845
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





10920 Income Tax Overview

Total Number of Tax Returns for ZIP Code 10920 [1] 4,560
Total Number of Single Tax Returns for ZIP Code 10920 1,470
Total Number of Joint Tax Returns for ZIP Code 10920 1,850
Total Number of Dependents for ZIP Code 10920 2,650
Total Adjusted Gross Income for ZIP Code 10920 $415,677,000
Average Income per Person for ZIP Code 10920 $48,594
Average Income per Household for ZIP Code 10920 $91,157

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 1,200
Number of single returns 980
Number of joint returns 110
Number of head of household returns 90
Number of returns with paid preparer's signature 740
Number of exemptions 1,070
Number of dependents 220
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] 60
Number of elderly returns [4] 230
Adjust gross income (AGI) [5] $12,801,000
Number of returns with total income 1,200
Salaries and wages amount $13,007,000
Number of returns with salaries and wages 930
Salaries and wages amount $9,599
Number of returns with taxable interest 220
Taxable interest amount $100
Number of returns with ordinary dividends 190
Ordinary dividends amount $254,000
Number of returns with qualified dividends 180
Qualified dividends amount [6] $143
Number of returns with state and local income tax refunds 0
State and local income tax refunds amount $0
Number of returns with business or professional net income (less loss) 130
Business or professional net income (less loss) amount $1,042,000
Number of returns with net capital gain (less loss) 150
Net capital gain (less loss) amount $60,000
Number of returns with taxable individual retirement arrangements distributions 90
Taxable individual retirement arrangements distributions amount $614,000
Number of returns with taxable pensions and annuities 150
Taxable pensions and annuities amount $1,196,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $130,000
Number of returns with taxable Social Security benefits 60
Taxable Social Security benefits amount $148,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount ($2,000)
Number of returns with total statutory adjustments 190
Total statutory adjustments amount $206,000
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 60
Student loan interest deduction amount $71,000
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 110
Total itemized deductions amount $2,016,000
Amount of AGI for itemized returns $1,515,000
Number of returns with State and local income taxes 30
State and local income taxes amount $34,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $46,000
Number of returns with real estate taxes 100
Real estate taxes amount $839,000
Number of returns with taxes paid 110
Taxes paid amount $929,000
Number of returns with mortgage interest paid 60
Mortgage interest paid amount $311,000
Number of returns with contributions 80
Contributions amount $108,000
Number of returns with taxable income 530
Taxable income amount $3,110,000
Number of returns with income tax before credits 510
Income tax before credits amount $322,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 110
Total tax credits amount $46,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 50
Nonrefundable education credit amount $33,000
Number of returns with retirement savings contribution credit 30
Retirement savings contribution credit amount $5,000
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 120
Self-employment tax amount $153,000
Number of returns with total tax payments 1,040
Total tax payments amount $1,584,000
Number of returns with earned income credit 230
Earned income credit amount [8] $427,000
Number of returns with excess earned income credit 170
Excess earned income credit (refundable) amount [9] $361,000
Number of returns with additional child tax credit 100
Additional child tax credit amount $119,000
Number of returns with refundable education credit 70
Refundable education credit amount $58,000
Number of returns with income tax 440
Income tax amount [10] $276,000
Number of returns with tax liability 540
Total tax liability amount [11] $450,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 130
Tax due at time of filing amount [12] $98,000
Number of returns with overpayments refunded 960
Overpayments refunded amount [13] $1,229,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 720
Number of single returns 460
Number of joint returns 150
Number of head of household returns 100
Number of returns with paid preparer's signature 500
Number of exemptions 1,150
Number of dependents 280
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] 70
Number of elderly returns [4] 180
Adjust gross income (AGI) [5] $26,544,000
Number of returns with total income 720
Salaries and wages amount $26,972,000
Number of returns with salaries and wages 590
Salaries and wages amount $20,102
Number of returns with taxable interest 210
Taxable interest amount $155
Number of returns with ordinary dividends 140
Ordinary dividends amount $286,000
Number of returns with qualified dividends 130
Qualified dividends amount [6] $186
Number of returns with state and local income tax refunds 90
State and local income tax refunds amount $67
Number of returns with business or professional net income (less loss) 90
Business or professional net income (less loss) amount $1,280,000
Number of returns with net capital gain (less loss) 110
Net capital gain (less loss) amount $172,000
Number of returns with taxable individual retirement arrangements distributions 80
Taxable individual retirement arrangements distributions amount $946,000
Number of returns with taxable pensions and annuities 140
Taxable pensions and annuities amount $2,587,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $135,000
Number of returns with taxable Social Security benefits 150
Taxable Social Security benefits amount $1,186,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount ($12,000)
Number of returns with total statutory adjustments 210
Total statutory adjustments amount $428,000
Number of returns with educator expenses 30
Educator expenses amount $8,000
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 $156,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 110
Student loan interest deduction amount $133,000
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 240
Total itemized deductions amount $4,714,000
Amount of AGI for itemized returns $9,308,000
Number of returns with State and local income taxes 140
State and local income taxes amount $269,000
Number of returns with State and local general sales tax 90
State and local general sales tax amount $90,000
Number of returns with real estate taxes 190
Real estate taxes amount $1,846,000
Number of returns with taxes paid 240
Taxes paid amount $2,228,000
Number of returns with mortgage interest paid 120
Mortgage interest paid amount $921,000
Number of returns with contributions 200
Contributions amount $406,000
Number of returns with taxable income 670
Taxable income amount $13,932,000
Number of returns with income tax before credits 660
Income tax before credits amount $1,751,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 200
Total tax credits amount $175,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $0
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $20,000
Number of returns with nonrefundable education credit 70
Nonrefundable education credit amount $86,000
Number of returns with retirement savings contribution credit 60
Retirement savings contribution credit amount $8,000
Number of returns with child tax credit 90
Child tax credit amount $68,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 70
Self-employment tax amount $217,000
Number of returns with total tax payments 700
Total tax payments amount $3,080,000
Number of returns with earned income credit 110
Earned income credit amount [8] $228,000
Number of returns with excess earned income credit 80
Excess earned income credit (refundable) amount [9] $155,000
Number of returns with additional child tax credit 80
Additional child tax credit amount $108,000
Number of returns with refundable education credit 40
Refundable education credit amount $35,000
Number of returns with income tax 600
Income tax amount [10] $1,576,000
Number of returns with tax liability 630
Total tax liability amount [11] $1,827,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 110
Tax due at time of filing amount [12] $183,000
Number of returns with overpayments refunded 600
Overpayments refunded amount [13] $1,415,000
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 550
Number of single returns 310
Number of joint returns 150
Number of head of household returns 70
Number of returns with paid preparer's signature 380
Number of exemptions 930
Number of dependents 240
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] 50
Number of elderly returns [4] 170
Adjust gross income (AGI) [5] $33,698,000
Number of returns with total income 550
Salaries and wages amount $34,040,000
Number of returns with salaries and wages 450
Salaries and wages amount $24,943
Number of returns with taxable interest 230
Taxable interest amount $112
Number of returns with ordinary dividends 150
Ordinary dividends amount $254,000
Number of returns with qualified dividends 140
Qualified dividends amount [6] $244
Number of returns with state and local income tax refunds 120
State and local income tax refunds amount $113
Number of returns with business or professional net income (less loss) 60
Business or professional net income (less loss) amount $868,000
Number of returns with net capital gain (less loss) 120
Net capital gain (less loss) amount $384,000
Number of returns with taxable individual retirement arrangements distributions 80
Taxable individual retirement arrangements distributions amount $934,000
Number of returns with taxable pensions and annuities 140
Taxable pensions and annuities amount $3,660,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $210,000
Number of returns with taxable Social Security benefits 130
Taxable Social Security benefits amount $2,300,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $286,000
Number of returns with total statutory adjustments 150
Total statutory adjustments amount $342,000
Number of returns with educator expenses 40
Educator expenses amount $9,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 40
IRA payments amount $167,000
Number of returns with student loan interest deduction 80
Student loan interest deduction amount $116,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $62,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 290
Total itemized deductions amount $5,797,000
Amount of AGI for itemized returns $17,886,000
Number of returns with State and local income taxes 210
State and local income taxes amount $678,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $77,000
Number of returns with real estate taxes 210
Real estate taxes amount $2,128,000
Number of returns with taxes paid 290
Taxes paid amount $2,924,000
Number of returns with mortgage interest paid 150
Mortgage interest paid amount $1,036,000
Number of returns with contributions 240
Contributions amount $564,000
Number of returns with taxable income 540
Taxable income amount $22,041,000
Number of returns with income tax before credits 540
Income tax before credits amount $3,211,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 160
Total tax credits amount $207,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 20
Child and dependent care credit amount $15,000
Number of returns with nonrefundable education credit 50
Nonrefundable education credit amount $67,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 80
Child tax credit amount $114,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 40
Self-employment tax amount $148,000
Number of returns with total tax payments 540
Total tax payments amount $4,114,000
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 $23,000
Number of returns with refundable education credit 30
Refundable education credit amount $36,000
Number of returns with income tax 520
Income tax amount [10] $3,005,000
Number of returns with tax liability 520
Total tax liability amount [11] $3,166,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 130
Tax due at time of filing amount [12] $259,000
Number of returns with overpayments refunded 410
Overpayments refunded amount [13] $1,165,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $95,000

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

Number of returns 490
Number of single returns 180
Number of joint returns 210
Number of head of household returns 70
Number of returns with paid preparer's signature 370
Number of exemptions 950
Number of dependents 260
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] 170
Adjust gross income (AGI) [5] $42,444,000
Number of returns with total income 490
Salaries and wages amount $42,927,000
Number of returns with salaries and wages 400
Salaries and wages amount $30,086
Number of returns with taxable interest 290
Taxable interest amount $342
Number of returns with ordinary dividends 170
Ordinary dividends amount $633,000
Number of returns with qualified dividends 160
Qualified dividends amount [6] $424
Number of returns with state and local income tax refunds 200
State and local income tax refunds amount $199
Number of returns with business or professional net income (less loss) 60
Business or professional net income (less loss) amount $830,000
Number of returns with net capital gain (less loss) 140
Net capital gain (less loss) amount $457,000
Number of returns with taxable individual retirement arrangements distributions 80
Taxable individual retirement arrangements distributions amount $1,335,000
Number of returns with taxable pensions and annuities 150
Taxable pensions and annuities amount $4,981,000
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 150
Taxable Social Security benefits amount $3,355,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $619,000
Number of returns with total statutory adjustments 120
Total statutory adjustments amount $483,000
Number of returns with educator expenses 30
Educator expenses amount $8,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 20
Self-employment health insurance deduction amount $207,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 40
Student loan interest deduction amount $46,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 350
Total itemized deductions amount $8,415,000
Amount of AGI for itemized returns $31,269,000
Number of returns with State and local income taxes 300
State and local income taxes amount $1,297,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $69,000
Number of returns with real estate taxes 290
Real estate taxes amount $3,137,000
Number of returns with taxes paid 350
Taxes paid amount $4,565,000
Number of returns with mortgage interest paid 240
Mortgage interest paid amount $1,802,000
Number of returns with contributions 320
Contributions amount $733,000
Number of returns with taxable income 480
Taxable income amount $28,885,000
Number of returns with income tax before credits 480
Income tax before credits amount $4,559,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 170
Total tax credits amount $205,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 20
Child and dependent care credit amount $15,000
Number of returns with nonrefundable education credit 50
Nonrefundable education credit amount $62,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 90
Child tax credit amount $118,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 50
Self-employment tax amount $152,000
Number of returns with total tax payments 480
Total tax payments amount $5,690,000
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 40
Refundable education credit amount $32,000
Number of returns with income tax 480
Income tax amount [10] $4,353,000
Number of returns with tax liability 480
Total tax liability amount [11] $4,541,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 100
Tax due at time of filing amount [12] $257,000
Number of returns with overpayments refunded 370
Overpayments refunded amount [13] $1,351,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 1,140
Number of single returns 210
Number of joint returns 820
Number of head of household returns 100
Number of returns with paid preparer's signature 900
Number of exemptions 3,100
Number of dependents 1,140
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] 50
Number of elderly returns [4] 380
Adjust gross income (AGI) [5] $159,972,000
Number of returns with total income 1,140
Salaries and wages amount $161,359,000
Number of returns with salaries and wages 1,020
Salaries and wages amount $124,576
Number of returns with taxable interest 820
Taxable interest amount $556
Number of returns with ordinary dividends 500
Ordinary dividends amount $1,884,000
Number of returns with qualified dividends 470
Qualified dividends amount [6] $1,350
Number of returns with state and local income tax refunds 650
State and local income tax refunds amount $795
Number of returns with business or professional net income (less loss) 190
Business or professional net income (less loss) amount $2,795,000
Number of returns with net capital gain (less loss) 420
Net capital gain (less loss) amount $1,850,000
Number of returns with taxable individual retirement arrangements distributions 180
Taxable individual retirement arrangements distributions amount $3,681,000
Number of returns with taxable pensions and annuities 330
Taxable pensions and annuities amount $15,562,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $242,000
Number of returns with taxable Social Security benefits 260
Taxable Social Security benefits amount $6,883,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $2,299,000
Number of returns with total statutory adjustments 400
Total statutory adjustments amount $1,387,000
Number of returns with educator expenses 130
Educator expenses amount $37,000
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 $489,000
Number of returns with IRA payments 60
IRA payments amount $378,000
Number of returns with student loan interest deduction 120
Student loan interest deduction amount $127,000
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 1,040
Total itemized deductions amount $33,487,000
Amount of AGI for itemized returns $147,794,000
Number of returns with State and local income taxes 960
State and local income taxes amount $7,422,000
Number of returns with State and local general sales tax 90
State and local general sales tax amount $153,000
Number of returns with real estate taxes 950
Real estate taxes amount $11,310,000
Number of returns with taxes paid 1,040
Taxes paid amount $19,042,000
Number of returns with mortgage interest paid 800
Mortgage interest paid amount $7,425,000
Number of returns with contributions 980
Contributions amount $3,023,000
Number of returns with taxable income 1,140
Taxable income amount $112,769,000
Number of returns with income tax before credits 1,140
Income tax before credits amount $19,905,000
Number of returns with alternative minimum tax 150
Alternative minimum tax amount $262,000
Number of returns with total tax credits 490
Total tax credits amount $548,000
Number of returns with foreign tax credit 130
Foreign tax credit amount $13,000
Number of returns with child and dependent care credit 140
Child and dependent care credit amount $99,000
Number of returns with nonrefundable education credit 130
Nonrefundable education credit amount $205,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 170
Child tax credit amount $197,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $21,000
Number of returns with self-employment tax 140
Self-employment tax amount $451,000
Number of returns with total tax payments 1,140
Total tax payments amount $23,321,000
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 120
Refundable education credit amount $122,000
Number of returns with income tax 1,130
Income tax amount [10] $19,357,000
Number of returns with tax liability 1,130
Total tax liability amount [11] $19,917,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 300
Tax due at time of filing amount [12] $1,093,000
Number of returns with overpayments refunded 800
Overpayments refunded amount [13] $4,212,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $182,000

Adjusted Gross Income: $200,000 or more

Number of returns 460
Number of single returns 30
Number of joint returns 410
Number of head of household returns 0
Number of returns with paid preparer's signature 360
Number of exemptions 1,380
Number of dependents 510
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] 130
Adjust gross income (AGI) [5] $140,218,000
Number of returns with total income 460
Salaries and wages amount $141,962,000
Number of returns with salaries and wages 430
Salaries and wages amount $104,133
Number of returns with taxable interest 390
Taxable interest amount $689
Number of returns with ordinary dividends 270
Ordinary dividends amount $2,916,000
Number of returns with qualified dividends 260
Qualified dividends amount [6] $2,455
Number of returns with state and local income tax refunds 200
State and local income tax refunds amount $567
Number of returns with business or professional net income (less loss) 90
Business or professional net income (less loss) amount $5,300,000
Number of returns with net capital gain (less loss) 240
Net capital gain (less loss) amount $6,170,000
Number of returns with taxable individual retirement arrangements distributions 60
Taxable individual retirement arrangements distributions amount $1,695,000
Number of returns with taxable pensions and annuities 120
Taxable pensions and annuities amount $7,397,000
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 70
Taxable Social Security benefits amount $2,081,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $9,591,000
Number of returns with total statutory adjustments 140
Total statutory adjustments amount $1,744,000
Number of returns with educator expenses 50
Educator expenses amount $14,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $836,000
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 450
Total itemized deductions amount $24,796,000
Amount of AGI for itemized returns $137,486,000
Number of returns with State and local income taxes 440
State and local income taxes amount $9,291,000
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 440
Real estate taxes amount $6,833,000
Number of returns with taxes paid 450
Taxes paid amount $16,231,000
Number of returns with mortgage interest paid 360
Mortgage interest paid amount $4,640,000
Number of returns with contributions 430
Contributions amount $2,143,000
Number of returns with taxable income 460
Taxable income amount $110,769,000
Number of returns with income tax before credits 460
Income tax before credits amount $28,041,000
Number of returns with alternative minimum tax 380
Alternative minimum tax amount $2,407,000
Number of returns with total tax credits 170
Total tax credits amount $201,000
Number of returns with foreign tax credit 110
Foreign tax credit amount $127,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $39,000
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 70
Self-employment tax amount $472,000
Number of returns with total tax payments 450
Total tax payments amount $27,687,000
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 450
Income tax amount [10] $27,530,000
Number of returns with tax liability 450
Total tax liability amount [11] $28,526,000
Number of returns with net investment income tax 240
Net investment income tax $209,000
Number of returns with tax due at time of filing 240
Tax due at time of filing amount [12] $2,776,000
Number of returns with overpayments refunded 190
Overpayments refunded amount [13] $1,326,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $580,000

[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.