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ZIP Code Database - Facts & Stats

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ZIP Code 12401 Income Tax Stats

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

ZIP Code 12401 Data

Zip Code:12401
City:Kingston
State:NY [New York]
Counties: ULSTER, NY
City Alias(es):Kingston
Area Code:845 / 914
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


12401 Income Tax Overview

Total Number of Tax Returns for ZIP Code 12401 [1] 16,620
Total Number of Single Tax Returns for ZIP Code 12401 4,500
Total Number of Joint Tax Returns for ZIP Code 12401 4,750
Total Number of Dependents for ZIP Code 12401 8,090
Total Adjusted Gross Income for ZIP Code 12401 $904,045,000
Average Income per Person for ZIP Code 12401 $25,800
Average Income per Household for ZIP Code 12401 $54,395

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 6,240
Number of single returns 4,380
Number of joint returns 540
Number of head of household returns 1,230
Number of returns with paid preparer's signature 2,920
Number of exemptions 8,500
Number of dependents 2,600
Total number of volunteer prepared returns [5] 310
Number of volunteer income tax assistance (VITA) prepared returns [3] 40
Number of tax counseling for the elderly (TCE) prepared returns [3] 280
Number of volunteer prepared returns with Earned Income Credit 20
Number of refund anticipation check returns [3] 1,300
Number of elderly returns [4] 1,250
Adjust gross income (AGI) [5] $78,578,000
Number of returns with total income 6,240
Salaries and wages amount $79,911,000
Number of returns with salaries and wages 4,900
Salaries and wages amount $60,116
Number of returns with taxable interest 1,160
Taxable interest amount $409
Number of returns with ordinary dividends 610
Ordinary dividends amount $1,026,000
Number of returns with qualified dividends 540
Qualified dividends amount [6] $591
Number of returns with state and local income tax refunds 80
State and local income tax refunds amount $45
Number of returns with business or professional net income (less loss) 910
Business or professional net income (less loss) amount $6,447,000
Number of returns with net capital gain (less loss) 420
Net capital gain (less loss) amount $335,000
Number of returns with taxable individual retirement arrangements distributions 380
Taxable individual retirement arrangements distributions amount $2,136,000
Number of returns with taxable pensions and annuities 810
Taxable pensions and annuities amount $7,451,000
Number of farm returns 0
Number of returns with unemployment compensation 160
Unemployment compensation amount [7] $714,000
Number of returns with taxable Social Security benefits 320
Taxable Social Security benefits amount $620,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $339,000
Number of returns with total statutory adjustments 1,090
Total statutory adjustments amount $1,333,000
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 80
Self-employment health insurance deduction amount $225,000
Number of returns with IRA payments 60
IRA payments amount $225,000
Number of returns with student loan interest deduction 240
Student loan interest deduction amount $228,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $63,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 340
Total itemized deductions amount $5,076,000
Amount of AGI for itemized returns $5,090,000
Number of returns with State and local income taxes 130
State and local income taxes amount $128,000
Number of returns with State and local general sales tax 170
State and local general sales tax amount $103,000
Number of returns with real estate taxes 290
Real estate taxes amount $1,546,000
Number of returns with taxes paid 330
Taxes paid amount $1,840,000
Number of returns with mortgage interest paid 200
Mortgage interest paid amount $946,000
Number of returns with contributions 200
Contributions amount $232,000
Number of returns with taxable income 2,810
Taxable income amount $16,897,000
Number of returns with income tax before credits 2,740
Income tax before credits amount $1,744,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 650
Total tax credits amount $232,000
Number of returns with foreign tax credit 20
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $12,000
Number of returns with nonrefundable education credit 160
Nonrefundable education credit amount $97,000
Number of returns with retirement savings contribution credit 250
Retirement savings contribution credit amount $44,000
Number of returns with child tax credit 210
Child tax credit amount $72,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 800
Self-employment tax amount $1,024,000
Number of returns with total tax payments 5,650
Total tax payments amount $12,735,000
Number of returns with earned income credit 2,300
Earned income credit amount [8] $5,260,000
Number of returns with excess earned income credit 2,010
Excess earned income credit (refundable) amount [9] $4,780,000
Number of returns with additional child tax credit 1,270
Additional child tax credit amount $1,472,000
Number of returns with refundable education credit 190
Refundable education credit amount $158,000
Number of returns with income tax 2,330
Income tax amount [10] $1,512,000
Number of returns with tax liability 3,020
Total tax liability amount [11] $2,658,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 600
Tax due at time of filing amount [12] $540,000
Number of returns with overpayments refunded 5,260
Overpayments refunded amount [13] $10,553,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $51,000

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

Number of returns 4,410
Number of single returns 2,580
Number of joint returns 830
Number of head of household returns 900
Number of returns with paid preparer's signature 2,150
Number of exemptions 7,430
Number of dependents 2,210
Total number of volunteer prepared returns [5] 170
Number of volunteer income tax assistance (VITA) prepared returns [3] 30
Number of tax counseling for the elderly (TCE) prepared returns [3] 130
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 850
Number of elderly returns [4] 980
Adjust gross income (AGI) [5] $157,718,000
Number of returns with total income 4,410
Salaries and wages amount $159,611,000
Number of returns with salaries and wages 3,820
Salaries and wages amount $127,857
Number of returns with taxable interest 1,220
Taxable interest amount $649
Number of returns with ordinary dividends 610
Ordinary dividends amount $1,409,000
Number of returns with qualified dividends 560
Qualified dividends amount [6] $1,034
Number of returns with state and local income tax refunds 260
State and local income tax refunds amount $142
Number of returns with business or professional net income (less loss) 500
Business or professional net income (less loss) amount $5,270,000
Number of returns with net capital gain (less loss) 430
Net capital gain (less loss) amount $988,000
Number of returns with taxable individual retirement arrangements distributions 340
Taxable individual retirement arrangements distributions amount $2,865,000
Number of returns with taxable pensions and annuities 790
Taxable pensions and annuities amount $13,452,000
Number of farm returns 0
Number of returns with unemployment compensation 130
Unemployment compensation amount [7] $591,000
Number of returns with taxable Social Security benefits 740
Taxable Social Security benefits amount $5,343,000
Number of returns with partnership/S-corp net income (less loss) 130
Partnership/S-corp net income (less loss) amount $788,000
Number of returns with total statutory adjustments 1,010
Total statutory adjustments amount $1,893,000
Number of returns with educator expenses 80
Educator expenses amount $17,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $271,000
Number of returns with IRA payments 110
IRA payments amount $377,000
Number of returns with student loan interest deduction 480
Student loan interest deduction amount $536,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $46,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 730
Total itemized deductions amount $10,821,000
Amount of AGI for itemized returns $27,888,000
Number of returns with State and local income taxes 530
State and local income taxes amount $917,000
Number of returns with State and local general sales tax 170
State and local general sales tax amount $176,000
Number of returns with real estate taxes 620
Real estate taxes amount $3,413,000
Number of returns with taxes paid 720
Taxes paid amount $4,577,000
Number of returns with mortgage interest paid 470
Mortgage interest paid amount $2,281,000
Number of returns with contributions 500
Contributions amount $951,000
Number of returns with taxable income 4,280
Taxable income amount $86,690,000
Number of returns with income tax before credits 4,250
Income tax before credits amount $10,658,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,530
Total tax credits amount $1,275,000
Number of returns with foreign tax credit 100
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 200
Child and dependent care credit amount $116,000
Number of returns with nonrefundable education credit 240
Nonrefundable education credit amount $243,000
Number of returns with retirement savings contribution credit 490
Retirement savings contribution credit amount $87,000
Number of returns with child tax credit 870
Child tax credit amount $773,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $31,000
Number of returns with self-employment tax 390
Self-employment tax amount $946,000
Number of returns with total tax payments 4,310
Total tax payments amount $18,446,000
Number of returns with earned income credit 860
Earned income credit amount [8] $1,828,000
Number of returns with excess earned income credit 710
Excess earned income credit (refundable) amount [9] $1,512,000
Number of returns with additional child tax credit 620
Additional child tax credit amount $835,000
Number of returns with refundable education credit 150
Refundable education credit amount $135,000
Number of returns with income tax 3,660
Income tax amount [10] $9,383,000
Number of returns with tax liability 3,830
Total tax liability amount [11] $10,517,000
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] $1,008,000
Number of returns with overpayments refunded 3,710
Overpayments refunded amount [13] $8,814,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $86,000

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

Number of returns 2,270
Number of single returns 1,100
Number of joint returns 800
Number of head of household returns 300
Number of returns with paid preparer's signature 1,250
Number of exemptions 4,130
Number of dependents 1,060
Total number of volunteer prepared returns [5] 40
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 40
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 260
Number of elderly returns [4] 690
Adjust gross income (AGI) [5] $139,471,000
Number of returns with total income 2,270
Salaries and wages amount $141,320,000
Number of returns with salaries and wages 1,940
Salaries and wages amount $106,356
Number of returns with taxable interest 1,140
Taxable interest amount $497
Number of returns with ordinary dividends 510
Ordinary dividends amount $1,880,000
Number of returns with qualified dividends 460
Qualified dividends amount [6] $1,428
Number of returns with state and local income tax refunds 440
State and local income tax refunds amount $283
Number of returns with business or professional net income (less loss) 360
Business or professional net income (less loss) amount $3,908,000
Number of returns with net capital gain (less loss) 380
Net capital gain (less loss) amount $1,537,000
Number of returns with taxable individual retirement arrangements distributions 270
Taxable individual retirement arrangements distributions amount $2,998,000
Number of returns with taxable pensions and annuities 590
Taxable pensions and annuities amount $13,766,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $247,000
Number of returns with taxable Social Security benefits 540
Taxable Social Security benefits amount $8,686,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $1,310,000
Number of returns with total statutory adjustments 690
Total statutory adjustments amount $1,849,000
Number of returns with educator expenses 80
Educator expenses amount $20,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $344,000
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $383,000
Number of returns with IRA payments 70
IRA payments amount $326,000
Number of returns with student loan interest deduction 350
Student loan interest deduction amount $407,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $46,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 920
Total itemized deductions amount $15,547,000
Amount of AGI for itemized returns $57,191,000
Number of returns with State and local income taxes 780
State and local income taxes amount $2,411,000
Number of returns with State and local general sales tax 120
State and local general sales tax amount $149,000
Number of returns with real estate taxes 820
Real estate taxes amount $4,540,000
Number of returns with taxes paid 920
Taxes paid amount $7,192,000
Number of returns with mortgage interest paid 680
Mortgage interest paid amount $3,429,000
Number of returns with contributions 680
Contributions amount $1,447,000
Number of returns with taxable income 2,260
Taxable income amount $94,627,000
Number of returns with income tax before credits 2,250
Income tax before credits amount $13,543,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 730
Total tax credits amount $964,000
Number of returns with foreign tax credit 100
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $51,000
Number of returns with nonrefundable education credit 150
Nonrefundable education credit amount $197,000
Number of returns with retirement savings contribution credit 130
Retirement savings contribution credit amount $22,000
Number of returns with child tax credit 440
Child tax credit amount $636,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $45,000
Number of returns with self-employment tax 240
Self-employment tax amount $684,000
Number of returns with total tax payments 2,240
Total tax payments amount $17,210,000
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 $85,000
Number of returns with refundable education credit 110
Refundable education credit amount $103,000
Number of returns with income tax 2,200
Income tax amount [10] $12,579,000
Number of returns with tax liability 2,220
Total tax liability amount [11] $13,377,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 500
Tax due at time of filing amount [12] $1,061,000
Number of returns with overpayments refunded 1,730
Overpayments refunded amount [13] $4,739,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $120,000

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

Number of returns 1,470
Number of single returns 490
Number of joint returns 830
Number of head of household returns 120
Number of returns with paid preparer's signature 940
Number of exemptions 3,060
Number of dependents 760
Total number of volunteer prepared returns [5] 20
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 20
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 110
Number of elderly returns [4] 540
Adjust gross income (AGI) [5] $126,803,000
Number of returns with total income 1,470
Salaries and wages amount $128,630,000
Number of returns with salaries and wages 1,240
Salaries and wages amount $91,071
Number of returns with taxable interest 910
Taxable interest amount $675
Number of returns with ordinary dividends 470
Ordinary dividends amount $2,190,000
Number of returns with qualified dividends 440
Qualified dividends amount [6] $1,746
Number of returns with state and local income tax refunds 450
State and local income tax refunds amount $344
Number of returns with business or professional net income (less loss) 270
Business or professional net income (less loss) amount $3,987,000
Number of returns with net capital gain (less loss) 390
Net capital gain (less loss) amount $1,548,000
Number of returns with taxable individual retirement arrangements distributions 240
Taxable individual retirement arrangements distributions amount $3,077,000
Number of returns with taxable pensions and annuities 480
Taxable pensions and annuities amount $15,404,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $129,000
Number of returns with taxable Social Security benefits 410
Taxable Social Security benefits amount $8,702,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $1,016,000
Number of returns with total statutory adjustments 500
Total statutory adjustments amount $1,827,000
Number of returns with educator expenses 110
Educator expenses amount $28,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $342,000
Number of returns with IRA payments 50
IRA payments amount $309,000
Number of returns with student loan interest deduction 180
Student loan interest deduction amount $196,000
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 840
Total itemized deductions amount $16,224,000
Amount of AGI for itemized returns $73,172,000
Number of returns with State and local income taxes 750
State and local income taxes amount $3,274,000
Number of returns with State and local general sales tax 90
State and local general sales tax amount $131,000
Number of returns with real estate taxes 770
Real estate taxes amount $4,821,000
Number of returns with taxes paid 840
Taxes paid amount $8,269,000
Number of returns with mortgage interest paid 640
Mortgage interest paid amount $3,555,000
Number of returns with contributions 670
Contributions amount $1,606,000
Number of returns with taxable income 1,460
Taxable income amount $91,220,000
Number of returns with income tax before credits 1,460
Income tax before credits amount $13,939,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 530
Total tax credits amount $705,000
Number of returns with foreign tax credit 120
Foreign tax credit amount $8,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $46,000
Number of returns with nonrefundable education credit 110
Nonrefundable education credit amount $148,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 320
Child tax credit amount $458,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $29,000
Number of returns with self-employment tax 200
Self-employment tax amount $699,000
Number of returns with total tax payments 1,450
Total tax payments amount $16,267,000
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 80
Refundable education credit amount $72,000
Number of returns with income tax 1,460
Income tax amount [10] $13,238,000
Number of returns with tax liability 1,460
Total tax liability amount [11] $14,028,000
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] $1,336,000
Number of returns with overpayments refunded 1,010
Overpayments refunded amount [13] $3,444,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $114,000

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

Number of returns 1,820
Number of single returns 300
Number of joint returns 1,430
Number of head of household returns 80
Number of returns with paid preparer's signature 1,280
Number of exemptions 4,420
Number of dependents 1,170
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] 720
Adjust gross income (AGI) [5] $243,035,000
Number of returns with total income 1,820
Salaries and wages amount $246,399,000
Number of returns with salaries and wages 1,560
Salaries and wages amount $168,072
Number of returns with taxable interest 1,390
Taxable interest amount $1,327
Number of returns with ordinary dividends 770
Ordinary dividends amount $5,096,000
Number of returns with qualified dividends 730
Qualified dividends amount [6] $4,094
Number of returns with state and local income tax refunds 740
State and local income tax refunds amount $807
Number of returns with business or professional net income (less loss) 430
Business or professional net income (less loss) amount $7,912,000
Number of returns with net capital gain (less loss) 640
Net capital gain (less loss) amount $6,097,000
Number of returns with taxable individual retirement arrangements distributions 350
Taxable individual retirement arrangements distributions amount $7,142,000
Number of returns with taxable pensions and annuities 630
Taxable pensions and annuities amount $28,960,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $203,000
Number of returns with taxable Social Security benefits 520
Taxable Social Security benefits amount $13,000,000
Number of returns with partnership/S-corp net income (less loss) 220
Partnership/S-corp net income (less loss) amount $6,117,000
Number of returns with total statutory adjustments 760
Total statutory adjustments amount $3,364,000
Number of returns with educator expenses 220
Educator expenses amount $62,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $648,000
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $756,000
Number of returns with IRA payments 100
IRA payments amount $585,000
Number of returns with student loan interest deduction 230
Student loan interest deduction amount $269,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $52,000
Returns with domestic production activities deduction 40
Domestic production activities deduction amount $725,000
Number of returns with itemized deductions 1,450
Total itemized deductions amount $36,507,000
Amount of AGI for itemized returns $197,873,000
Number of returns with State and local income taxes 1,340
State and local income taxes amount $9,655,000
Number of returns with State and local general sales tax 120
State and local general sales tax amount $224,000
Number of returns with real estate taxes 1,350
Real estate taxes amount $10,385,000
Number of returns with taxes paid 1,450
Taxes paid amount $20,350,000
Number of returns with mortgage interest paid 1,120
Mortgage interest paid amount $6,805,000
Number of returns with contributions 1,260
Contributions amount $3,982,000
Number of returns with taxable income 1,820
Taxable income amount $183,984,000
Number of returns with income tax before credits 1,820
Income tax before credits amount $31,556,000
Number of returns with alternative minimum tax 90
Alternative minimum tax amount $182,000
Number of returns with total tax credits 720
Total tax credits amount $850,000
Number of returns with foreign tax credit 250
Foreign tax credit amount $35,000
Number of returns with child and dependent care credit 190
Child and dependent care credit amount $96,000
Number of returns with nonrefundable education credit 140
Nonrefundable education credit amount $195,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 270
Child tax credit amount $348,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $101,000
Number of returns with self-employment tax 310
Self-employment tax amount $1,452,000
Number of returns with total tax payments 1,810
Total tax payments amount $34,921,000
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 130
Refundable education credit amount $122,000
Number of returns with income tax 1,810
Income tax amount [10] $30,705,000
Number of returns with tax liability 1,810
Total tax liability amount [11] $32,289,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 620
Tax due at time of filing amount [12] $2,812,000
Number of returns with overpayments refunded 1,110
Overpayments refunded amount [13] $4,834,000
Number of returns with credit to next year’s estimated tax 110
Credited to next year’s estimated tax amount $547,000

Adjusted Gross Income: $200,000 or more

Number of returns 410
Number of single returns 70
Number of joint returns 320
Number of head of household returns 0
Number of returns with paid preparer's signature 340
Number of exemptions 1,020
Number of dependents 290
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] 190
Adjust gross income (AGI) [5] $158,440,000
Number of returns with total income 410
Salaries and wages amount $162,059,000
Number of returns with salaries and wages 330
Salaries and wages amount $72,966
Number of returns with taxable interest 370
Taxable interest amount $1,561
Number of returns with ordinary dividends 280
Ordinary dividends amount $6,222,000
Number of returns with qualified dividends 270
Qualified dividends amount [6] $5,124
Number of returns with state and local income tax refunds 140
State and local income tax refunds amount $672
Number of returns with business or professional net income (less loss) 130
Business or professional net income (less loss) amount $8,213,000
Number of returns with net capital gain (less loss) 280
Net capital gain (less loss) amount $27,935,000
Number of returns with taxable individual retirement arrangements distributions 100
Taxable individual retirement arrangements distributions amount $4,653,000
Number of returns with taxable pensions and annuities 140
Taxable pensions and annuities amount $7,879,000
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 120
Taxable Social Security benefits amount $3,404,000
Number of returns with partnership/S-corp net income (less loss) 170
Partnership/S-corp net income (less loss) amount $24,738,000
Number of returns with total statutory adjustments 190
Total statutory adjustments amount $3,619,000
Number of returns with educator expenses 40
Educator expenses amount $11,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $1,134,000
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $797,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 0
Student loan interest deduction amount $0
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 400
Total itemized deductions amount $21,208,000
Amount of AGI for itemized returns $154,829,000
Number of returns with State and local income taxes 380
State and local income taxes amount $10,531,000
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 370
Real estate taxes amount $4,919,000
Number of returns with taxes paid 400
Taxes paid amount $15,576,000
Number of returns with mortgage interest paid 250
Mortgage interest paid amount $2,310,000
Number of returns with contributions 360
Contributions amount $2,799,000
Number of returns with taxable income 410
Taxable income amount $134,128,000
Number of returns with income tax before credits 410
Income tax before credits amount $34,086,000
Number of returns with alternative minimum tax 290
Alternative minimum tax amount $1,982,000
Number of returns with total tax credits 180
Total tax credits amount $179,000
Number of returns with foreign tax credit 150
Foreign tax credit amount $62,000
Number of returns with child and dependent care credit 20
Child and dependent care credit amount $12,000
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 110
Self-employment tax amount $1,029,000
Number of returns with total tax payments 400
Total tax payments amount $33,676,000
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 410
Income tax amount [10] $33,780,000
Number of returns with tax liability 410
Total tax liability amount [11] $35,910,000
Number of returns with net investment income tax 250
Net investment income tax $780,000
Number of returns with tax due at time of filing 210
Tax due at time of filing amount [12] $5,156,000
Number of returns with overpayments refunded 130
Overpayments refunded amount [13] $989,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $1,897,000

[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.