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ZIP Code Database - Facts & Stats

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ZIP Code 11553 Income Tax Stats

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

ZIP Code 11553 Data

Zip Code:11553
City:Uniondale
State:NY [New York]
Counties: NASSAU, NY
City Alias(es):Uniondale
Area Code:516
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





11553 Income Tax Overview

Total Number of Tax Returns for ZIP Code 11553 [1] 14,770
Total Number of Single Tax Returns for ZIP Code 11553 2,660
Total Number of Joint Tax Returns for ZIP Code 11553 2,740
Total Number of Dependents for ZIP Code 11553 9,270
Total Adjusted Gross Income for ZIP Code 11553 $655,770,000
Average Income per Person for ZIP Code 11553 $25,189
Average Income per Household for ZIP Code 11553 $44,399

The following tables break down the 2017 Income Tax Statistics into different Gross Income levels.


Adjusted Gross Income: 1 under $25,000

Number of returns 6,020
Number of single returns 4,170
Number of joint returns 490
Number of head of household returns 1,270
Number of returns with paid preparer's signature 4,530
Number of exemptions 8,630
Number of dependents 2,960
Total number of volunteer prepared returns [5] 110
Number of volunteer income tax assistance (VITA) prepared returns [3] 90
Number of tax counseling for the elderly (TCE) prepared returns [3] 20
Number of volunteer prepared returns with Earned Income Credit 30
Number of refund anticipation check returns [3] 1,310
Number of elderly returns [4] 790
Adjust gross income (AGI) [5] $78,506,000
Number of returns with total income 6,020
Salaries and wages amount $79,661,000
Number of returns with salaries and wages 4,690
Salaries and wages amount $62,963
Number of returns with taxable interest 560
Taxable interest amount $151
Number of returns with ordinary dividends 140
Ordinary dividends amount $185,000
Number of returns with qualified dividends 130
Qualified dividends amount [6] $69
Number of returns with state and local income tax refunds 100
State and local income tax refunds amount $63
Number of returns with business or professional net income (less loss) 1,350
Business or professional net income (less loss) amount $10,885,000
Number of returns with net capital gain (less loss) 120
Net capital gain (less loss) amount $14,000
Number of returns with taxable individual retirement arrangements distributions 110
Taxable individual retirement arrangements distributions amount $552,000
Number of returns with taxable pensions and annuities 420
Taxable pensions and annuities amount $3,969,000
Number of farm returns 0
Number of returns with unemployment compensation 150
Unemployment compensation amount [7] $654,000
Number of returns with taxable Social Security benefits 160
Taxable Social Security benefits amount $378,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $167,000
Number of returns with total statutory adjustments 1,410
Total statutory adjustments amount $1,155,000
Number of returns with educator expenses 20
Educator expenses amount $4,000
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 0
IRA payments amount $0
Number of returns with student loan interest deduction 130
Student loan interest deduction amount $121,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $118,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 440
Total itemized deductions amount $6,960,000
Amount of AGI for itemized returns $7,092,000
Number of returns with State and local income taxes 200
State and local income taxes amount $222,000
Number of returns with State and local general sales tax 190
State and local general sales tax amount $112,000
Number of returns with real estate taxes 300
Real estate taxes amount $1,972,000
Number of returns with taxes paid 430
Taxes paid amount $2,426,000
Number of returns with mortgage interest paid 250
Mortgage interest paid amount $2,273,000
Number of returns with contributions 240
Contributions amount $478,000
Number of returns with taxable income 2,640
Taxable income amount $15,774,000
Number of returns with income tax before credits 2,640
Income tax before credits amount $1,660,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 830
Total tax credits amount $355,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 80
Child and dependent care credit amount $25,000
Number of returns with nonrefundable education credit 280
Nonrefundable education credit amount $189,000
Number of returns with retirement savings contribution credit 190
Retirement savings contribution credit amount $36,000
Number of returns with child tax credit 300
Child tax credit amount $103,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 1,220
Self-employment tax amount $1,638,000
Number of returns with total tax payments 5,410
Total tax payments amount $14,153,000
Number of returns with earned income credit 2,340
Earned income credit amount [8] $6,231,000
Number of returns with excess earned income credit 1,990
Excess earned income credit (refundable) amount [9] $5,331,000
Number of returns with additional child tax credit 1,540
Additional child tax credit amount $1,887,000
Number of returns with refundable education credit 420
Refundable education credit amount $361,000
Number of returns with income tax 2,030
Income tax amount [10] $1,305,000
Number of returns with tax liability 3,180
Total tax liability amount [11] $3,095,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 840
Tax due at time of filing amount [12] $747,000
Number of returns with overpayments refunded 4,950
Overpayments refunded amount [13] $11,772,000
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 4,280
Number of single returns 2,040
Number of joint returns 670
Number of head of household returns 1,470
Number of returns with paid preparer's signature 3,170
Number of exemptions 7,860
Number of dependents 2,920
Total number of volunteer prepared returns [5] 80
Number of volunteer income tax assistance (VITA) prepared returns [3] 80
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] 1,220
Number of elderly returns [4] 610
Adjust gross income (AGI) [5] $154,158,000
Number of returns with total income 4,280
Salaries and wages amount $155,220,000
Number of returns with salaries and wages 4,020
Salaries and wages amount $140,852
Number of returns with taxable interest 720
Taxable interest amount $147
Number of returns with ordinary dividends 150
Ordinary dividends amount $189,000
Number of returns with qualified dividends 130
Qualified dividends amount [6] $140
Number of returns with state and local income tax refunds 530
State and local income tax refunds amount $347
Number of returns with business or professional net income (less loss) 430
Business or professional net income (less loss) amount $2,802,000
Number of returns with net capital gain (less loss) 150
Net capital gain (less loss) amount $94,000
Number of returns with taxable individual retirement arrangements distributions 110
Taxable individual retirement arrangements distributions amount $982,000
Number of returns with taxable pensions and annuities 400
Taxable pensions and annuities amount $6,429,000
Number of farm returns 0
Number of returns with unemployment compensation 160
Unemployment compensation amount [7] $749,000
Number of returns with taxable Social Security benefits 330
Taxable Social Security benefits amount $2,431,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $458,000
Number of returns with total statutory adjustments 740
Total statutory adjustments amount $1,062,000
Number of returns with educator expenses 50
Educator expenses amount $12,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 60
IRA payments amount $171,000
Number of returns with student loan interest deduction 370
Student loan interest deduction amount $407,000
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 1,300
Total itemized deductions amount $22,876,000
Amount of AGI for itemized returns $49,734,000
Number of returns with State and local income taxes 1,110
State and local income taxes amount $1,846,000
Number of returns with State and local general sales tax 160
State and local general sales tax amount $208,000
Number of returns with real estate taxes 720
Real estate taxes amount $5,031,000
Number of returns with taxes paid 1,290
Taxes paid amount $7,572,000
Number of returns with mortgage interest paid 660
Mortgage interest paid amount $5,910,000
Number of returns with contributions 930
Contributions amount $2,681,000
Number of returns with taxable income 4,060
Taxable income amount $75,719,000
Number of returns with income tax before credits 4,060
Income tax before credits amount $9,306,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,880
Total tax credits amount $1,857,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 350
Child and dependent care credit amount $222,000
Number of returns with nonrefundable education credit 510
Nonrefundable education credit amount $576,000
Number of returns with retirement savings contribution credit 530
Retirement savings contribution credit amount $101,000
Number of returns with child tax credit 1,050
Child tax credit amount $934,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $16,000
Number of returns with self-employment tax 250
Self-employment tax amount $539,000
Number of returns with total tax payments 4,220
Total tax payments amount $19,138,000
Number of returns with earned income credit 1,130
Earned income credit amount [8] $2,198,000
Number of returns with excess earned income credit 950
Excess earned income credit (refundable) amount [9] $1,836,000
Number of returns with additional child tax credit 850
Additional child tax credit amount $1,057,000
Number of returns with refundable education credit 420
Refundable education credit amount $376,000
Number of returns with income tax 3,280
Income tax amount [10] $7,449,000
Number of returns with tax liability 3,470
Total tax liability amount [11] $8,176,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 370
Tax due at time of filing amount [12] $611,000
Number of returns with overpayments refunded 3,890
Overpayments refunded amount [13] $11,508,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $37,000

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

Number of returns 2,090
Number of single returns 830
Number of joint returns 510
Number of head of household returns 690
Number of returns with paid preparer's signature 1,620
Number of exemptions 4,100
Number of dependents 1,500
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] 460
Number of elderly returns [4] 460
Adjust gross income (AGI) [5] $128,730,000
Number of returns with total income 2,090
Salaries and wages amount $129,478,000
Number of returns with salaries and wages 1,940
Salaries and wages amount $111,639
Number of returns with taxable interest 650
Taxable interest amount $163
Number of returns with ordinary dividends 160
Ordinary dividends amount $227,000
Number of returns with qualified dividends 150
Qualified dividends amount [6] $162
Number of returns with state and local income tax refunds 610
State and local income tax refunds amount $580
Number of returns with business or professional net income (less loss) 200
Business or professional net income (less loss) amount $1,324,000
Number of returns with net capital gain (less loss) 130
Net capital gain (less loss) amount $211,000
Number of returns with taxable individual retirement arrangements distributions 100
Taxable individual retirement arrangements distributions amount $1,063,000
Number of returns with taxable pensions and annuities 370
Taxable pensions and annuities amount $8,945,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $259,000
Number of returns with taxable Social Security benefits 300
Taxable Social Security benefits amount $4,964,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $334,000
Number of returns with total statutory adjustments 430
Total statutory adjustments amount $748,000
Number of returns with educator expenses 40
Educator expenses amount $11,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $155,000
Number of returns with IRA payments 30
IRA payments amount $126,000
Number of returns with student loan interest deduction 260
Student loan interest deduction amount $263,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $75,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,190
Total itemized deductions amount $24,706,000
Amount of AGI for itemized returns $74,207,000
Number of returns with State and local income taxes 1,060
State and local income taxes amount $3,277,000
Number of returns with State and local general sales tax 110
State and local general sales tax amount $154,000
Number of returns with real estate taxes 760
Real estate taxes amount $5,278,000
Number of returns with taxes paid 1,190
Taxes paid amount $9,130,000
Number of returns with mortgage interest paid 670
Mortgage interest paid amount $6,034,000
Number of returns with contributions 970
Contributions amount $3,350,000
Number of returns with taxable income 2,080
Taxable income amount $79,529,000
Number of returns with income tax before credits 2,080
Income tax before credits amount $11,281,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 840
Total tax credits amount $1,311,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 200
Child and dependent care credit amount $130,000
Number of returns with nonrefundable education credit 230
Nonrefundable education credit amount $301,000
Number of returns with retirement savings contribution credit 70
Retirement savings contribution credit amount $9,000
Number of returns with child tax credit 610
Child tax credit amount $833,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $28,000
Number of returns with self-employment tax 110
Self-employment tax amount $270,000
Number of returns with total tax payments 2,070
Total tax payments amount $15,766,000
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 110
Additional child tax credit amount $121,000
Number of returns with refundable education credit 190
Refundable education credit amount $184,000
Number of returns with income tax 1,970
Income tax amount [10] $9,970,000
Number of returns with tax liability 1,990
Total tax liability amount [11] $10,375,000
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] $745,000
Number of returns with overpayments refunded 1,780
Overpayments refunded amount [13] $6,059,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 1,120
Number of single returns 340
Number of joint returns 380
Number of head of household returns 360
Number of returns with paid preparer's signature 860
Number of exemptions 2,370
Number of dependents 860
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] 190
Number of elderly returns [4] 280
Adjust gross income (AGI) [5] $96,544,000
Number of returns with total income 1,120
Salaries and wages amount $96,852,000
Number of returns with salaries and wages 1,040
Salaries and wages amount $81,106
Number of returns with taxable interest 510
Taxable interest amount $241
Number of returns with ordinary dividends 140
Ordinary dividends amount $188,000
Number of returns with qualified dividends 120
Qualified dividends amount [6] $131
Number of returns with state and local income tax refunds 480
State and local income tax refunds amount $544
Number of returns with business or professional net income (less loss) 130
Business or professional net income (less loss) amount $634,000
Number of returns with net capital gain (less loss) 120
Net capital gain (less loss) amount $406,000
Number of returns with taxable individual retirement arrangements distributions 90
Taxable individual retirement arrangements distributions amount $1,193,000
Number of returns with taxable pensions and annuities 280
Taxable pensions and annuities amount $7,948,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $184,000
Number of returns with taxable Social Security benefits 200
Taxable Social Security benefits amount $4,089,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $463,000
Number of returns with total statutory adjustments 210
Total statutory adjustments amount $308,000
Number of returns with educator expenses 50
Educator expenses amount $12,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 20
IRA payments amount $115,000
Number of returns with student loan interest deduction 70
Student loan interest deduction amount $66,000
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 830
Total itemized deductions amount $19,928,000
Amount of AGI for itemized returns $71,524,000
Number of returns with State and local income taxes 760
State and local income taxes amount $3,370,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $105,000
Number of returns with real estate taxes 600
Real estate taxes amount $4,311,000
Number of returns with taxes paid 830
Taxes paid amount $8,104,000
Number of returns with mortgage interest paid 550
Mortgage interest paid amount $5,023,000
Number of returns with contributions 710
Contributions amount $2,639,000
Number of returns with taxable income 1,120
Taxable income amount $64,081,000
Number of returns with income tax before credits 1,120
Income tax before credits amount $10,076,000
Number of returns with alternative minimum tax 30
Alternative minimum tax amount $27,000
Number of returns with total tax credits 430
Total tax credits amount $703,000
Number of returns with foreign tax credit 20
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $73,000
Number of returns with nonrefundable education credit 110
Nonrefundable education credit amount $152,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 300
Child tax credit amount $403,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $65,000
Number of returns with self-employment tax 80
Self-employment tax amount $157,000
Number of returns with total tax payments 1,120
Total tax payments amount $12,794,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 100
Refundable education credit amount $87,000
Number of returns with income tax 1,110
Income tax amount [10] $9,374,000
Number of returns with tax liability 1,120
Total tax liability amount [11] $9,645,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 220
Tax due at time of filing amount [12] $667,000
Number of returns with overpayments refunded 900
Overpayments refunded amount [13] $3,799,000
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 1,130
Number of single returns 260
Number of joint returns 590
Number of head of household returns 250
Number of returns with paid preparer's signature 920
Number of exemptions 2,650
Number of dependents 930
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] 130
Number of elderly returns [4] 350
Adjust gross income (AGI) [5] $146,677,000
Number of returns with total income 1,130
Salaries and wages amount $147,169,000
Number of returns with salaries and wages 1,070
Salaries and wages amount $119,826
Number of returns with taxable interest 650
Taxable interest amount $222
Number of returns with ordinary dividends 240
Ordinary dividends amount $752,000
Number of returns with qualified dividends 210
Qualified dividends amount [6] $581
Number of returns with state and local income tax refunds 620
State and local income tax refunds amount $798
Number of returns with business or professional net income (less loss) 140
Business or professional net income (less loss) amount $433,000
Number of returns with net capital gain (less loss) 180
Net capital gain (less loss) amount $808,000
Number of returns with taxable individual retirement arrangements distributions 110
Taxable individual retirement arrangements distributions amount $1,828,000
Number of returns with taxable pensions and annuities 360
Taxable pensions and annuities amount $15,496,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $157,000
Number of returns with taxable Social Security benefits 230
Taxable Social Security benefits amount $5,664,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $92,000
Number of returns with total statutory adjustments 260
Total statutory adjustments amount $492,000
Number of returns with educator expenses 80
Educator expenses amount $21,000
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 0
IRA payments amount $0
Number of returns with student loan interest deduction 80
Student loan interest deduction amount $107,000
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 1,020
Total itemized deductions amount $30,480,000
Amount of AGI for itemized returns $133,210,000
Number of returns with State and local income taxes 960
State and local income taxes amount $6,889,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $92,000
Number of returns with real estate taxes 810
Real estate taxes amount $6,105,000
Number of returns with taxes paid 1,020
Taxes paid amount $13,441,000
Number of returns with mortgage interest paid 730
Mortgage interest paid amount $6,983,000
Number of returns with contributions 930
Contributions amount $4,545,000
Number of returns with taxable income 1,130
Taxable income amount $104,186,000
Number of returns with income tax before credits 1,130
Income tax before credits amount $18,745,000
Number of returns with alternative minimum tax 140
Alternative minimum tax amount $220,000
Number of returns with total tax credits 340
Total tax credits amount $476,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $83,000
Number of returns with nonrefundable education credit 100
Nonrefundable education credit amount $147,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 160
Child tax credit amount $211,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $29,000
Number of returns with self-employment tax 90
Self-employment tax amount $147,000
Number of returns with total tax payments 1,130
Total tax payments amount $21,714,000
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 90
Refundable education credit amount $91,000
Number of returns with income tax 1,130
Income tax amount [10] $18,269,000
Number of returns with tax liability 1,130
Total tax liability amount [11] $18,605,000
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] $1,159,000
Number of returns with overpayments refunded 820
Overpayments refunded amount [13] $4,180,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $1,064,000

Adjusted Gross Income: $200,000 or more

Number of returns 130
Number of single returns 20
Number of joint returns 100
Number of head of household returns 0
Number of returns with paid preparer's signature 110
Number of exemptions 330
Number of dependents 100
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] 50
Adjust gross income (AGI) [5] $51,155,000
Number of returns with total income 130
Salaries and wages amount $51,518,000
Number of returns with salaries and wages 120
Salaries and wages amount $26,739
Number of returns with taxable interest 100
Taxable interest amount $2,548
Number of returns with ordinary dividends 50
Ordinary dividends amount $2,427,000
Number of returns with qualified dividends 50
Qualified dividends amount [6] $1,922
Number of returns with state and local income tax refunds 70
State and local income tax refunds amount $212
Number of returns with business or professional net income (less loss) 30
Business or professional net income (less loss) amount $509,000
Number of returns with net capital gain (less loss) 50
Net capital gain (less loss) amount $2,809,000
Number of returns with taxable individual retirement arrangements distributions 30
Taxable individual retirement arrangements distributions amount $1,570,000
Number of returns with taxable pensions and annuities 50
Taxable pensions and annuities amount $4,343,000
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 40
Taxable Social Security benefits amount $1,071,000
Number of returns with partnership/S-corp net income (less loss) 20
Partnership/S-corp net income (less loss) amount $1,433,000
Number of returns with total statutory adjustments 40
Total statutory adjustments amount $363,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 0
Student loan interest deduction amount $0
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 130
Total itemized deductions amount $9,105,000
Amount of AGI for itemized returns $48,282,000
Number of returns with State and local income taxes 120
State and local income taxes amount $3,148,000
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 110
Real estate taxes amount $1,509,000
Number of returns with taxes paid 130
Taxes paid amount $4,735,000
Number of returns with mortgage interest paid 90
Mortgage interest paid amount $1,023,000
Number of returns with contributions 120
Contributions amount $1,665,000
Number of returns with taxable income 130
Taxable income amount $41,354,000
Number of returns with income tax before credits 130
Income tax before credits amount $11,082,000
Number of returns with alternative minimum tax 70
Alternative minimum tax amount $823,000
Number of returns with total tax credits 40
Total tax credits amount $442,000
Number of returns with foreign tax credit 20
Foreign tax credit amount $281,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 20
Self-employment tax amount $76,000
Number of returns with total tax payments 130
Total tax payments amount $11,870,000
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 130
Income tax amount [10] $10,641,000
Number of returns with tax liability 130
Total tax liability amount [11] $11,186,000
Number of returns with net investment income tax 60
Net investment income tax $307,000
Number of returns with tax due at time of filing 70
Tax due at time of filing amount [12] $1,345,000
Number of returns with overpayments refunded 40
Overpayments refunded amount [13] $293,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

[1] The use of prior-year returns as a proxy for returns that are filed beyond the current processing year is consistent with SOI’s national, state, county, and ZIP code tabulations. A description of SOI’s sample, which is used as an input for the geographic data, and the use of prior-year returns, can be found at https://www.irs.gov/statistics/soi-tax-stats-individual-income-tax-returns-publication-1304-complete-report#_sec2.

[2] For complete individual income tax tabulations at the State level, see the historic table posted to Tax Stats at http://www.irs.gov/uac/SOI-Tax-Stats---Historic-Table-2.

[3] The "Number of volunteer prepared returns" shows counts of returns prepared by IRS-certified volunteers for taxpayers with limited income, persons with disabilities, limited English speaking taxpayers, current and former members of the military, and taxpayers who are 60 years of age and older.

[4] Includes primary taxpayers 60 years of age and older.

[5] Does not include returns with adjusted gross deficit.

[6] “Qualified dividends” are ordinary dividends received in tax years beginning after 2002 that meet certain conditions and receive preferential tax rates.

[7] Includes the Alaskan permanent fund, reported by residents of Alaska on Forms 1040A and 1040EZ's. 
This fund only applies to statistics in the totals, and the state of Alaska.

[8] Earned income credit includes both the refundable and non-refundable portions. The non-refundable portion could reduce income tax and certain related taxes to zero. The earned income credit amounts in excess of total tax liability, or amounts when there was no tax liability at all, were refundable. See footnote 9 below for explanation of the refundable portion of the earned income credit.

[9] The refundable portion of the earned income credit equals total income tax minus the earned income credit. If the result is negative, this amount is considered the refundable portion. No other refundable credits were taken into account for this calculation.

[10] Income tax reflects the amount reported on Form 1040 line 56. It also includes data from Form 1040A and 1040EZ filers.

[11] “Total tax liability” differs from “Income tax”, in that “Total tax liability” includes the taxes from recapture of certain prior-year credits, tax applicable to individual retirement arrangements (IRA's), social security taxes on self-employment income and on certain tip income, advanced earned income payments, household employment taxes, and certain other taxes listed in the Form 1040 instructions.

[12] Reflects payments to or withholdings made to "Total tax liability". This is the amount the tax filer owes when the income tax return is filed.

[13] The amount of overpayments the tax filer requested to have refunded.