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ZIP Code Database - Facts & Stats

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ZIP Code 11414 Income Tax Stats

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

ZIP Code 11414 Data

Zip Code:11414
City:Howard Beach
State:NY [New York]
Counties: QUEENS, NY
City Alias(es):Howard Beach
Area Code:718
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





11414 Income Tax Overview

Total Number of Tax Returns for ZIP Code 11414 [1] 13,420
Total Number of Single Tax Returns for ZIP Code 11414 4,000
Total Number of Joint Tax Returns for ZIP Code 11414 4,400
Total Number of Dependents for ZIP Code 11414 6,580
Total Adjusted Gross Income for ZIP Code 11414 $979,640,000
Average Income per Person for ZIP Code 11414 $37,465
Average Income per Household for ZIP Code 11414 $72,999

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 3,670
Number of single returns 2,670
Number of joint returns 480
Number of head of household returns 450
Number of returns with paid preparer's signature 2,680
Number of exemptions 4,520
Number of dependents 960
Total number of volunteer prepared returns [5] 90
Number of volunteer income tax assistance (VITA) prepared returns [3] 50
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] 340
Number of elderly returns [4] 1,260
Adjust gross income (AGI) [5] $44,620,000
Number of returns with total income 3,670
Salaries and wages amount $45,424,000
Number of returns with salaries and wages 2,250
Salaries and wages amount $26,914
Number of returns with taxable interest 1,010
Taxable interest amount $762
Number of returns with ordinary dividends 570
Ordinary dividends amount $1,174,000
Number of returns with qualified dividends 520
Qualified dividends amount [6] $673
Number of returns with state and local income tax refunds 80
State and local income tax refunds amount $72
Number of returns with business or professional net income (less loss) 600
Business or professional net income (less loss) amount $5,127,000
Number of returns with net capital gain (less loss) 470
Net capital gain (less loss) amount $61,000
Number of returns with taxable individual retirement arrangements distributions 390
Taxable individual retirement arrangements distributions amount $2,255,000
Number of returns with taxable pensions and annuities 840
Taxable pensions and annuities amount $7,773,000
Number of farm returns 0
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $471,000
Number of returns with taxable Social Security benefits 330
Taxable Social Security benefits amount $717,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount ($12,000)
Number of returns with total statutory adjustments 690
Total statutory adjustments amount $804,000
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 20
IRA payments amount $78,000
Number of returns with student loan interest deduction 100
Student loan interest deduction amount $104,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $93,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 400
Total itemized deductions amount $6,525,000
Amount of AGI for itemized returns $5,916,000
Number of returns with State and local income taxes 140
State and local income taxes amount $365,000
Number of returns with State and local general sales tax 230
State and local general sales tax amount $146,000
Number of returns with real estate taxes 310
Real estate taxes amount $1,413,000
Number of returns with taxes paid 390
Taxes paid amount $2,054,000
Number of returns with mortgage interest paid 230
Mortgage interest paid amount $1,678,000
Number of returns with contributions 280
Contributions amount $447,000
Number of returns with taxable income 1,590
Taxable income amount $9,399,000
Number of returns with income tax before credits 1,520
Income tax before credits amount $973,000
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 $114,000
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 110
Nonrefundable education credit amount $71,000
Number of returns with retirement savings contribution credit 90
Retirement savings contribution credit amount $15,000
Number of returns with child tax credit 50
Child tax credit amount $19,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 540
Self-employment tax amount $790,000
Number of returns with total tax payments 2,930
Total tax payments amount $6,355,000
Number of returns with earned income credit 1,050
Earned income credit amount [8] $2,136,000
Number of returns with excess earned income credit 840
Excess earned income credit (refundable) amount [9] $1,683,000
Number of returns with additional child tax credit 410
Additional child tax credit amount $514,000
Number of returns with refundable education credit 150
Refundable education credit amount $125,000
Number of returns with income tax 1,350
Income tax amount [10] $859,000
Number of returns with tax liability 1,800
Total tax liability amount [11] $1,711,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 440
Tax due at time of filing amount [12] $426,000
Number of returns with overpayments refunded 2,650
Overpayments refunded amount [13] $5,006,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $37,000

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

Number of returns 2,730
Number of single returns 1,540
Number of joint returns 580
Number of head of household returns 550
Number of returns with paid preparer's signature 2,010
Number of exemptions 4,430
Number of dependents 1,150
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] 280
Number of elderly returns [4] 820
Adjust gross income (AGI) [5] $101,314,000
Number of returns with total income 2,730
Salaries and wages amount $102,446,000
Number of returns with salaries and wages 2,210
Salaries and wages amount $75,509
Number of returns with taxable interest 890
Taxable interest amount $709
Number of returns with ordinary dividends 470
Ordinary dividends amount $1,261,000
Number of returns with qualified dividends 420
Qualified dividends amount [6] $854
Number of returns with state and local income tax refunds 340
State and local income tax refunds amount $242
Number of returns with business or professional net income (less loss) 270
Business or professional net income (less loss) amount $3,036,000
Number of returns with net capital gain (less loss) 400
Net capital gain (less loss) amount $542,000
Number of returns with taxable individual retirement arrangements distributions 310
Taxable individual retirement arrangements distributions amount $2,771,000
Number of returns with taxable pensions and annuities 660
Taxable pensions and annuities amount $12,230,000
Number of farm returns 0
Number of returns with unemployment compensation 120
Unemployment compensation amount [7] $678,000
Number of returns with taxable Social Security benefits 670
Taxable Social Security benefits amount $5,094,000
Number of returns with partnership/S-corp net income (less loss) 130
Partnership/S-corp net income (less loss) amount $433,000
Number of returns with total statutory adjustments 570
Total statutory adjustments amount $1,132,000
Number of returns with educator expenses 90
Educator expenses amount $21,000
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $152,000
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $426,000
Number of returns with IRA payments 80
IRA payments amount $304,000
Number of returns with student loan interest deduction 230
Student loan interest deduction amount $253,000
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 880
Total itemized deductions amount $14,377,000
Amount of AGI for itemized returns $33,944,000
Number of returns with State and local income taxes 640
State and local income taxes amount $1,929,000
Number of returns with State and local general sales tax 220
State and local general sales tax amount $210,000
Number of returns with real estate taxes 570
Real estate taxes amount $2,635,000
Number of returns with taxes paid 880
Taxes paid amount $4,910,000
Number of returns with mortgage interest paid 430
Mortgage interest paid amount $2,922,000
Number of returns with contributions 730
Contributions amount $1,514,000
Number of returns with taxable income 2,600
Taxable income amount $53,823,000
Number of returns with income tax before credits 2,580
Income tax before credits amount $6,622,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 800
Total tax credits amount $716,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 130
Child and dependent care credit amount $83,000
Number of returns with nonrefundable education credit 190
Nonrefundable education credit amount $203,000
Number of returns with retirement savings contribution credit 230
Retirement savings contribution credit amount $49,000
Number of returns with child tax credit 380
Child tax credit amount $363,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $30,000
Number of returns with self-employment tax 220
Self-employment tax amount $535,000
Number of returns with total tax payments 2,600
Total tax payments amount $11,492,000
Number of returns with earned income credit 400
Earned income credit amount [8] $752,000
Number of returns with excess earned income credit 300
Excess earned income credit (refundable) amount [9] $577,000
Number of returns with additional child tax credit 260
Additional child tax credit amount $330,000
Number of returns with refundable education credit 140
Refundable education credit amount $121,000
Number of returns with income tax 2,320
Income tax amount [10] $5,907,000
Number of returns with tax liability 2,400
Total tax liability amount [11] $6,532,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 440
Tax due at time of filing amount [12] $652,000
Number of returns with overpayments refunded 2,220
Overpayments refunded amount [13] $5,501,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $93,000

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

Number of returns 2,260
Number of single returns 1,150
Number of joint returns 600
Number of head of household returns 430
Number of returns with paid preparer's signature 1,690
Number of exemptions 3,920
Number of dependents 1,060
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] 170
Number of elderly returns [4] 700
Adjust gross income (AGI) [5] $139,371,000
Number of returns with total income 2,260
Salaries and wages amount $140,756,000
Number of returns with salaries and wages 1,960
Salaries and wages amount $106,588
Number of returns with taxable interest 910
Taxable interest amount $1,164
Number of returns with ordinary dividends 480
Ordinary dividends amount $1,358,000
Number of returns with qualified dividends 440
Qualified dividends amount [6] $905
Number of returns with state and local income tax refunds 640
State and local income tax refunds amount $605
Number of returns with business or professional net income (less loss) 200
Business or professional net income (less loss) amount $2,040,000
Number of returns with net capital gain (less loss) 410
Net capital gain (less loss) amount $788,000
Number of returns with taxable individual retirement arrangements distributions 250
Taxable individual retirement arrangements distributions amount $2,814,000
Number of returns with taxable pensions and annuities 610
Taxable pensions and annuities amount $15,763,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $401,000
Number of returns with taxable Social Security benefits 520
Taxable Social Security benefits amount $8,821,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $727,000
Number of returns with total statutory adjustments 530
Total statutory adjustments amount $1,385,000
Number of returns with educator expenses 110
Educator expenses amount $26,000
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 80
IRA payments amount $424,000
Number of returns with student loan interest deduction 220
Student loan interest deduction amount $245,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $72,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,250
Total itemized deductions amount $20,929,000
Amount of AGI for itemized returns $77,934,000
Number of returns with State and local income taxes 1,120
State and local income taxes amount $5,535,000
Number of returns with State and local general sales tax 120
State and local general sales tax amount $120,000
Number of returns with real estate taxes 750
Real estate taxes amount $3,401,000
Number of returns with taxes paid 1,250
Taxes paid amount $9,240,000
Number of returns with mortgage interest paid 640
Mortgage interest paid amount $4,291,000
Number of returns with contributions 1,060
Contributions amount $2,224,000
Number of returns with taxable income 2,260
Taxable income amount $92,933,000
Number of returns with income tax before credits 2,260
Income tax before credits amount $13,407,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 660
Total tax credits amount $878,000
Number of returns with foreign tax credit 100
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $69,000
Number of returns with nonrefundable education credit 130
Nonrefundable education credit amount $185,000
Number of returns with retirement savings contribution credit 70
Retirement savings contribution credit amount $12,000
Number of returns with child tax credit 420
Child tax credit amount $563,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 140
Self-employment tax amount $376,000
Number of returns with total tax payments 2,220
Total tax payments amount $17,805,000
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 60
Additional child tax credit amount $57,000
Number of returns with refundable education credit 90
Refundable education credit amount $89,000
Number of returns with income tax 2,200
Income tax amount [10] $12,530,000
Number of returns with tax liability 2,220
Total tax liability amount [11] $13,028,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 430
Tax due at time of filing amount [12] $954,000
Number of returns with overpayments refunded 1,790
Overpayments refunded amount [13] $5,610,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $106,000

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

Number of returns 1,620
Number of single returns 660
Number of joint returns 630
Number of head of household returns 270
Number of returns with paid preparer's signature 1,310
Number of exemptions 3,120
Number of dependents 870
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] 500
Adjust gross income (AGI) [5] $140,399,000
Number of returns with total income 1,620
Salaries and wages amount $141,382,000
Number of returns with salaries and wages 1,410
Salaries and wages amount $106,004
Number of returns with taxable interest 830
Taxable interest amount $981
Number of returns with ordinary dividends 420
Ordinary dividends amount $1,408,000
Number of returns with qualified dividends 380
Qualified dividends amount [6] $951
Number of returns with state and local income tax refunds 730
State and local income tax refunds amount $812
Number of returns with business or professional net income (less loss) 170
Business or professional net income (less loss) amount $2,399,000
Number of returns with net capital gain (less loss) 350
Net capital gain (less loss) amount $1,114,000
Number of returns with taxable individual retirement arrangements distributions 200
Taxable individual retirement arrangements distributions amount $3,193,000
Number of returns with taxable pensions and annuities 470
Taxable pensions and annuities amount $15,521,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $178,000
Number of returns with taxable Social Security benefits 390
Taxable Social Security benefits amount $8,314,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $1,346,000
Number of returns with total statutory adjustments 380
Total statutory adjustments amount $983,000
Number of returns with educator expenses 130
Educator expenses amount $32,000
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 $209,000
Number of returns with IRA payments 40
IRA payments amount $234,000
Number of returns with student loan interest deduction 80
Student loan interest deduction amount $69,000
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 1,230
Total itemized deductions amount $25,250,000
Amount of AGI for itemized returns $107,214,000
Number of returns with State and local income taxes 1,130
State and local income taxes amount $8,311,000
Number of returns with State and local general sales tax 90
State and local general sales tax amount $143,000
Number of returns with real estate taxes 790
Real estate taxes amount $3,880,000
Number of returns with taxes paid 1,230
Taxes paid amount $12,470,000
Number of returns with mortgage interest paid 660
Mortgage interest paid amount $4,949,000
Number of returns with contributions 1,070
Contributions amount $2,742,000
Number of returns with taxable income 1,610
Taxable income amount $98,160,000
Number of returns with income tax before credits 1,610
Income tax before credits amount $15,653,000
Number of returns with alternative minimum tax 20
Alternative minimum tax amount $36,000
Number of returns with total tax credits 490
Total tax credits amount $640,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $7,000
Number of returns with child and dependent care credit 80
Child and dependent care credit amount $51,000
Number of returns with nonrefundable education credit 90
Nonrefundable education credit amount $122,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 340
Child tax credit amount $443,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $15,000
Number of returns with self-employment tax 140
Self-employment tax amount $451,000
Number of returns with total tax payments 1,600
Total tax payments amount $19,534,000
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 70
Refundable education credit amount $67,000
Number of returns with income tax 1,610
Income tax amount [10] $15,013,000
Number of returns with tax liability 1,610
Total tax liability amount [11] $15,551,000
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] $1,062,000
Number of returns with overpayments refunded 1,230
Overpayments refunded amount [13] $4,878,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $140,000

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

Number of returns 2,530
Number of single returns 620
Number of joint returns 1,620
Number of head of household returns 240
Number of returns with paid preparer's signature 2,100
Number of exemptions 6,150
Number of dependents 2,000
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] 90
Number of elderly returns [4] 770
Adjust gross income (AGI) [5] $341,261,000
Number of returns with total income 2,530
Salaries and wages amount $343,458,000
Number of returns with salaries and wages 2,250
Salaries and wages amount $259,391
Number of returns with taxable interest 1,650
Taxable interest amount $1,924
Number of returns with ordinary dividends 900
Ordinary dividends amount $4,448,000
Number of returns with qualified dividends 830
Qualified dividends amount [6] $3,162
Number of returns with state and local income tax refunds 1,310
State and local income tax refunds amount $2,057
Number of returns with business or professional net income (less loss) 270
Business or professional net income (less loss) amount $4,198,000
Number of returns with net capital gain (less loss) 760
Net capital gain (less loss) amount $4,182,000
Number of returns with taxable individual retirement arrangements distributions 400
Taxable individual retirement arrangements distributions amount $8,383,000
Number of returns with taxable pensions and annuities 810
Taxable pensions and annuities amount $36,247,000
Number of farm returns 0
Number of returns with unemployment compensation 100
Unemployment compensation amount [7] $489,000
Number of returns with taxable Social Security benefits 590
Taxable Social Security benefits amount $14,935,000
Number of returns with partnership/S-corp net income (less loss) 270
Partnership/S-corp net income (less loss) amount $4,790,000
Number of returns with total statutory adjustments 630
Total statutory adjustments amount $2,197,000
Number of returns with educator expenses 230
Educator expenses amount $59,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $682,000
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $386,000
Number of returns with IRA payments 90
IRA payments amount $492,000
Number of returns with student loan interest deduction 140
Student loan interest deduction amount $143,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $53,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 2,210
Total itemized deductions amount $64,204,000
Amount of AGI for itemized returns $302,870,000
Number of returns with State and local income taxes 2,110
State and local income taxes amount $24,755,000
Number of returns with State and local general sales tax 110
State and local general sales tax amount $209,000
Number of returns with real estate taxes 1,680
Real estate taxes amount $9,484,000
Number of returns with taxes paid 2,210
Taxes paid amount $34,728,000
Number of returns with mortgage interest paid 1,430
Mortgage interest paid amount $14,153,000
Number of returns with contributions 2,050
Contributions amount $6,057,000
Number of returns with taxable income 2,520
Taxable income amount $248,204,000
Number of returns with income tax before credits 2,520
Income tax before credits amount $44,375,000
Number of returns with alternative minimum tax 230
Alternative minimum tax amount $511,000
Number of returns with total tax credits 860
Total tax credits amount $1,036,000
Number of returns with foreign tax credit 240
Foreign tax credit amount $28,000
Number of returns with child and dependent care credit 160
Child and dependent care credit amount $99,000
Number of returns with nonrefundable education credit 180
Nonrefundable education credit amount $255,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 380
Child tax credit amount $433,000
Number of returns with residential energy tax credit 80
Residential energy tax credit amount $149,000
Number of returns with self-employment tax 210
Self-employment tax amount $713,000
Number of returns with total tax payments 2,510
Total tax payments amount $52,092,000
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 170
Refundable education credit amount $156,000
Number of returns with income tax 2,510
Income tax amount [10] $43,338,000
Number of returns with tax liability 2,520
Total tax liability amount [11] $44,458,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 640
Tax due at time of filing amount [12] $3,044,000
Number of returns with overpayments refunded 1,820
Overpayments refunded amount [13] $10,215,000
Number of returns with credit to next year’s estimated tax 90
Credited to next year’s estimated tax amount $416,000

Adjusted Gross Income: $200,000 or more

Number of returns 610
Number of single returns 90
Number of joint returns 490
Number of head of household returns 20
Number of returns with paid preparer's signature 540
Number of exemptions 1,630
Number of dependents 540
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] 230
Adjust gross income (AGI) [5] $212,675,000
Number of returns with total income 610
Salaries and wages amount $214,110,000
Number of returns with salaries and wages 540
Salaries and wages amount $122,135
Number of returns with taxable interest 520
Taxable interest amount $4,259
Number of returns with ordinary dividends 340
Ordinary dividends amount $3,258,000
Number of returns with qualified dividends 320
Qualified dividends amount [6] $2,744
Number of returns with state and local income tax refunds 260
State and local income tax refunds amount $1,207
Number of returns with business or professional net income (less loss) 100
Business or professional net income (less loss) amount $2,946,000
Number of returns with net capital gain (less loss) 310
Net capital gain (less loss) amount $30,556,000
Number of returns with taxable individual retirement arrangements distributions 110
Taxable individual retirement arrangements distributions amount $4,560,000
Number of returns with taxable pensions and annuities 200
Taxable pensions and annuities amount $15,042,000
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 $4,105,000
Number of returns with partnership/S-corp net income (less loss) 190
Partnership/S-corp net income (less loss) amount $17,642,000
Number of returns with total statutory adjustments 180
Total statutory adjustments amount $1,435,000
Number of returns with educator expenses 50
Educator expenses amount $15,000
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 $452,000
Number of returns with IRA payments 20
IRA payments amount $215,000
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 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 580
Total itemized deductions amount $33,967,000
Amount of AGI for itemized returns $201,681,000
Number of returns with State and local income taxes 570
State and local income taxes amount $19,123,000
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 510
Real estate taxes amount $4,155,000
Number of returns with taxes paid 580
Taxes paid amount $23,398,000
Number of returns with mortgage interest paid 410
Mortgage interest paid amount $5,380,000
Number of returns with contributions 560
Contributions amount $2,501,000
Number of returns with taxable income 600
Taxable income amount $173,139,000
Number of returns with income tax before credits 600
Income tax before credits amount $44,050,000
Number of returns with alternative minimum tax 450
Alternative minimum tax amount $2,820,000
Number of returns with total tax credits 160
Total tax credits amount $240,000
Number of returns with foreign tax credit 100
Foreign tax credit amount $21,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $32,000
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 100
Self-employment tax amount $609,000
Number of returns with total tax payments 600
Total tax payments amount $44,946,000
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 600
Income tax amount [10] $43,811,000
Number of returns with tax liability 600
Total tax liability amount [11] $45,796,000
Number of returns with net investment income tax 300
Net investment income tax $929,000
Number of returns with tax due at time of filing 280
Tax due at time of filing amount [12] $6,208,000
Number of returns with overpayments refunded 270
Overpayments refunded amount [13] $1,997,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $1,713,000

[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.