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ZIP Code Database - Facts & Stats

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ZIP Code 12566 Income Tax Stats

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

ZIP Code 12566 Data

Zip Code:12566
City:Pine Bush
State:NY [New York]
Counties: ORANGE, NY
City Alias(es):Pine Bush
Area Code:845
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


12566 Income Tax Overview

Total Number of Tax Returns for ZIP Code 12566 [1] 5,120
Total Number of Single Tax Returns for ZIP Code 12566 1,880
Total Number of Joint Tax Returns for ZIP Code 12566 2,050
Total Number of Dependents for ZIP Code 12566 2,980
Total Adjusted Gross Income for ZIP Code 12566 $339,485,000
Average Income per Person for ZIP Code 12566 $31,571
Average Income per Household for ZIP Code 12566 $66,306

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


Adjusted Gross Income: 1 under $25,000

Number of returns 1,570
Number of single returns 1,240
Number of joint returns 170
Number of head of household returns 140
Number of returns with paid preparer's signature 730
Number of exemptions 1,720
Number of dependents 370
Total number of volunteer prepared returns [5] 70
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 70
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 200
Number of elderly returns [4] 330
Adjust gross income (AGI) [5] $18,773,000
Number of returns with total income 1,570
Salaries and wages amount $19,189,000
Number of returns with salaries and wages 1,200
Salaries and wages amount $13,897
Number of returns with taxable interest 290
Taxable interest amount $174
Number of returns with ordinary dividends 170
Ordinary dividends amount $221,000
Number of returns with qualified dividends 160
Qualified dividends amount [6] $153
Number of returns with state and local income tax refunds 20
State and local income tax refunds amount $13
Number of returns with business or professional net income (less loss) 220
Business or professional net income (less loss) amount $1,656,000
Number of returns with net capital gain (less loss) 150
Net capital gain (less loss) amount $129,000
Number of returns with taxable individual retirement arrangements distributions 90
Taxable individual retirement arrangements distributions amount $609,000
Number of returns with taxable pensions and annuities 240
Taxable pensions and annuities amount $2,354,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $103,000
Number of returns with taxable Social Security benefits 90
Taxable Social Security benefits amount $167,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $73,000
Number of returns with total statutory adjustments 290
Total statutory adjustments amount $416,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $195,000
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 $84,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $62,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 160
Total itemized deductions amount $2,477,000
Amount of AGI for itemized returns $2,247,000
Number of returns with State and local income taxes 40
State and local income taxes amount $40,000
Number of returns with State and local general sales tax 90
State and local general sales tax amount $69,000
Number of returns with real estate taxes 130
Real estate taxes amount $820,000
Number of returns with taxes paid 150
Taxes paid amount $946,000
Number of returns with mortgage interest paid 90
Mortgage interest paid amount $551,000
Number of returns with contributions 100
Contributions amount $138,000
Number of returns with taxable income 740
Taxable income amount $4,474,000
Number of returns with income tax before credits 730
Income tax before credits amount $457,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 130
Total tax credits amount $47,000
Number of returns with foreign tax credit 20
Foreign tax credit amount $0
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 50
Nonrefundable education credit amount $29,000
Number of returns with retirement savings contribution credit 50
Retirement savings contribution credit amount $10,000
Number of returns with child tax credit 20
Child tax credit amount $6,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 190
Self-employment tax amount $274,000
Number of returns with total tax payments 1,400
Total tax payments amount $2,507,000
Number of returns with earned income credit 390
Earned income credit amount [8] $741,000
Number of returns with excess earned income credit 310
Excess earned income credit (refundable) amount [9] $631,000
Number of returns with additional child tax credit 150
Additional child tax credit amount $184,000
Number of returns with refundable education credit 50
Refundable education credit amount $42,000
Number of returns with income tax 660
Income tax amount [10] $410,000
Number of returns with tax liability 810
Total tax liability amount [11] $717,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 140
Tax due at time of filing amount [12] $142,000
Number of returns with overpayments refunded 1,300
Overpayments refunded amount [13] $1,918,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $29,000

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

Number of returns 1,080
Number of single returns 620
Number of joint returns 240
Number of head of household returns 190
Number of returns with paid preparer's signature 570
Number of exemptions 1,800
Number of dependents 490
Total number of volunteer prepared returns [5] 30
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 30
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 170
Number of elderly returns [4] 240
Adjust gross income (AGI) [5] $39,391,000
Number of returns with total income 1,080
Salaries and wages amount $39,974,000
Number of returns with salaries and wages 890
Salaries and wages amount $30,472
Number of returns with taxable interest 270
Taxable interest amount $156
Number of returns with ordinary dividends 140
Ordinary dividends amount $208,000
Number of returns with qualified dividends 130
Qualified dividends amount [6] $150
Number of returns with state and local income tax refunds 60
State and local income tax refunds amount $33
Number of returns with business or professional net income (less loss) 130
Business or professional net income (less loss) amount $1,763,000
Number of returns with net capital gain (less loss) 100
Net capital gain (less loss) amount $206,000
Number of returns with taxable individual retirement arrangements distributions 90
Taxable individual retirement arrangements distributions amount $790,000
Number of returns with taxable pensions and annuities 220
Taxable pensions and annuities amount $3,986,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $233,000
Number of returns with taxable Social Security benefits 200
Taxable Social Security benefits amount $1,447,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $210,000
Number of returns with total statutory adjustments 250
Total statutory adjustments amount $583,000
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 30
IRA payments amount $124,000
Number of returns with student loan interest deduction 120
Student loan interest deduction amount $119,000
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 230
Total itemized deductions amount $3,692,000
Amount of AGI for itemized returns $8,615,000
Number of returns with State and local income taxes 140
State and local income taxes amount $256,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $84,000
Number of returns with real estate taxes 190
Real estate taxes amount $1,288,000
Number of returns with taxes paid 230
Taxes paid amount $1,661,000
Number of returns with mortgage interest paid 150
Mortgage interest paid amount $894,000
Number of returns with contributions 170
Contributions amount $275,000
Number of returns with taxable income 1,040
Taxable income amount $21,489,000
Number of returns with income tax before credits 1,020
Income tax before credits amount $2,682,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 330
Total tax credits amount $302,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $29,000
Number of returns with nonrefundable education credit 80
Nonrefundable education credit amount $85,000
Number of returns with retirement savings contribution credit 110
Retirement savings contribution credit amount $20,000
Number of returns with child tax credit 180
Child tax credit amount $162,000
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 $299,000
Number of returns with total tax payments 1,040
Total tax payments amount $4,680,000
Number of returns with earned income credit 210
Earned income credit amount [8] $401,000
Number of returns with excess earned income credit 160
Excess earned income credit (refundable) amount [9] $306,000
Number of returns with additional child tax credit 130
Additional child tax credit amount $161,000
Number of returns with refundable education credit 50
Refundable education credit amount $48,000
Number of returns with income tax 900
Income tax amount [10] $2,379,000
Number of returns with tax liability 960
Total tax liability amount [11] $2,740,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 150
Tax due at time of filing amount [12] $252,000
Number of returns with overpayments refunded 920
Overpayments refunded amount [13] $2,170,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 740
Number of single returns 290
Number of joint returns 320
Number of head of household returns 110
Number of returns with paid preparer's signature 480
Number of exemptions 1,500
Number of dependents 450
Total number of volunteer prepared returns [5] 30
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 30
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 90
Number of elderly returns [4] 210
Adjust gross income (AGI) [5] $45,594,000
Number of returns with total income 740
Salaries and wages amount $46,162,000
Number of returns with salaries and wages 620
Salaries and wages amount $34,616
Number of returns with taxable interest 320
Taxable interest amount $171
Number of returns with ordinary dividends 150
Ordinary dividends amount $353,000
Number of returns with qualified dividends 130
Qualified dividends amount [6] $248
Number of returns with state and local income tax refunds 170
State and local income tax refunds amount $145
Number of returns with business or professional net income (less loss) 120
Business or professional net income (less loss) amount $1,478,000
Number of returns with net capital gain (less loss) 120
Net capital gain (less loss) amount $120,000
Number of returns with taxable individual retirement arrangements distributions 80
Taxable individual retirement arrangements distributions amount $970,000
Number of returns with taxable pensions and annuities 200
Taxable pensions and annuities amount $5,368,000
Number of farm returns 30
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $146,000
Number of returns with taxable Social Security benefits 170
Taxable Social Security benefits amount $2,784,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $460,000
Number of returns with total statutory adjustments 200
Total statutory adjustments amount $568,000
Number of returns with educator expenses 40
Educator expenses amount $10,000
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 $259,000
Number of returns with IRA payments 30
IRA payments amount $178,000
Number of returns with student loan interest deduction 80
Student loan interest deduction amount $90,000
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 360
Total itemized deductions amount $6,606,000
Amount of AGI for itemized returns $22,479,000
Number of returns with State and local income taxes 290
State and local income taxes amount $907,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $91,000
Number of returns with real estate taxes 320
Real estate taxes amount $2,142,000
Number of returns with taxes paid 360
Taxes paid amount $3,198,000
Number of returns with mortgage interest paid 270
Mortgage interest paid amount $1,630,000
Number of returns with contributions 280
Contributions amount $536,000
Number of returns with taxable income 740
Taxable income amount $29,121,000
Number of returns with income tax before credits 740
Income tax before credits amount $4,100,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 260
Total tax credits amount $342,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $15,000
Number of returns with nonrefundable education credit 40
Nonrefundable education credit amount $63,000
Number of returns with retirement savings contribution credit 50
Retirement savings contribution credit amount $8,000
Number of returns with child tax credit 190
Child tax credit amount $247,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $18,000
Number of returns with self-employment tax 80
Self-employment tax amount $260,000
Number of returns with total tax payments 730
Total tax payments amount $5,597,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 50
Additional child tax credit amount $69,000
Number of returns with refundable education credit 40
Refundable education credit amount $40,000
Number of returns with income tax 690
Income tax amount [10] $3,759,000
Number of returns with tax liability 700
Total tax liability amount [11] $4,049,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 150
Tax due at time of filing amount [12] $342,000
Number of returns with overpayments refunded 580
Overpayments refunded amount [13] $1,820,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $82,000

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

Number of returns 600
Number of single returns 160
Number of joint returns 360
Number of head of household returns 70
Number of returns with paid preparer's signature 380
Number of exemptions 1,430
Number of dependents 470
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 50
Number of elderly returns [4] 180
Adjust gross income (AGI) [5] $52,341,000
Number of returns with total income 600
Salaries and wages amount $52,797,000
Number of returns with salaries and wages 520
Salaries and wages amount $38,993
Number of returns with taxable interest 320
Taxable interest amount $161
Number of returns with ordinary dividends 140
Ordinary dividends amount $364,000
Number of returns with qualified dividends 120
Qualified dividends amount [6] $275
Number of returns with state and local income tax refunds 240
State and local income tax refunds amount $217
Number of returns with business or professional net income (less loss) 90
Business or professional net income (less loss) amount $1,054,000
Number of returns with net capital gain (less loss) 100
Net capital gain (less loss) amount $570,000
Number of returns with taxable individual retirement arrangements distributions 60
Taxable individual retirement arrangements distributions amount $865,000
Number of returns with taxable pensions and annuities 180
Taxable pensions and annuities amount $6,630,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $110,000
Number of returns with taxable Social Security benefits 150
Taxable Social Security benefits amount $3,192,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $631,000
Number of returns with total statutory adjustments 160
Total statutory adjustments amount $456,000
Number of returns with educator expenses 40
Educator expenses amount $9,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 60
Student loan interest deduction amount $56,000
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 400
Total itemized deductions amount $8,651,000
Amount of AGI for itemized returns $35,457,000
Number of returns with State and local income taxes 350
State and local income taxes amount $1,547,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $66,000
Number of returns with real estate taxes 370
Real estate taxes amount $2,722,000
Number of returns with taxes paid 400
Taxes paid amount $4,387,000
Number of returns with mortgage interest paid 320
Mortgage interest paid amount $2,225,000
Number of returns with contributions 340
Contributions amount $712,000
Number of returns with taxable income 600
Taxable income amount $35,705,000
Number of returns with income tax before credits 600
Income tax before credits amount $5,375,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 240
Total tax credits amount $389,000
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 $20,000
Number of returns with nonrefundable education credit 50
Nonrefundable education credit amount $58,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 170
Child tax credit amount $294,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 70
Self-employment tax amount $197,000
Number of returns with total tax payments 600
Total tax payments amount $6,696,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 40
Refundable education credit amount $31,000
Number of returns with income tax 590
Income tax amount [10] $4,986,000
Number of returns with tax liability 590
Total tax liability amount [11] $5,237,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 140
Tax due at time of filing amount [12] $336,000
Number of returns with overpayments refunded 450
Overpayments refunded amount [13] $1,762,000
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 940
Number of single returns 100
Number of joint returns 790
Number of head of household returns 50
Number of returns with paid preparer's signature 680
Number of exemptions 2,710
Number of dependents 990
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] 230
Adjust gross income (AGI) [5] $127,832,000
Number of returns with total income 940
Salaries and wages amount $128,892,000
Number of returns with salaries and wages 860
Salaries and wages amount $103,233
Number of returns with taxable interest 610
Taxable interest amount $300
Number of returns with ordinary dividends 270
Ordinary dividends amount $819,000
Number of returns with qualified dividends 260
Qualified dividends amount [6] $638
Number of returns with state and local income tax refunds 480
State and local income tax refunds amount $623
Number of returns with business or professional net income (less loss) 160
Business or professional net income (less loss) amount $1,558,000
Number of returns with net capital gain (less loss) 220
Net capital gain (less loss) amount $1,216,000
Number of returns with taxable individual retirement arrangements distributions 100
Taxable individual retirement arrangements distributions amount $2,138,000
Number of returns with taxable pensions and annuities 280
Taxable pensions and annuities amount $12,855,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $190,000
Number of returns with taxable Social Security benefits 170
Taxable Social Security benefits amount $4,074,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $1,689,000
Number of returns with total statutory adjustments 350
Total statutory adjustments amount $1,060,000
Number of returns with educator expenses 120
Educator expenses amount $34,000
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 $457,000
Number of returns with IRA payments 40
IRA payments amount $219,000
Number of returns with student loan interest deduction 110
Student loan interest deduction amount $129,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $61,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 840
Total itemized deductions amount $23,477,000
Amount of AGI for itemized returns $115,684,000
Number of returns with State and local income taxes 780
State and local income taxes amount $5,885,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $110,000
Number of returns with real estate taxes 780
Real estate taxes amount $6,674,000
Number of returns with taxes paid 840
Taxes paid amount $12,807,000
Number of returns with mortgage interest paid 710
Mortgage interest paid amount $5,686,000
Number of returns with contributions 740
Contributions amount $2,158,000
Number of returns with taxable income 940
Taxable income amount $92,085,000
Number of returns with income tax before credits 940
Income tax before credits amount $15,762,000
Number of returns with alternative minimum tax 70
Alternative minimum tax amount $111,000
Number of returns with total tax credits 370
Total tax credits amount $536,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $39,000
Number of returns with nonrefundable education credit 110
Nonrefundable education credit amount $163,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 190
Child tax credit amount $265,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $45,000
Number of returns with self-employment tax 100
Self-employment tax amount $285,000
Number of returns with total tax payments 930
Total tax payments amount $18,185,000
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 $98,000
Number of returns with income tax 940
Income tax amount [10] $15,225,000
Number of returns with tax liability 940
Total tax liability amount [11] $15,620,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 230
Tax due at time of filing amount [12] $910,000
Number of returns with overpayments refunded 690
Overpayments refunded amount [13] $3,379,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $300,000

Adjusted Gross Income: $200,000 or more

Number of returns 190
Number of single returns 0
Number of joint returns 170
Number of head of household returns 0
Number of returns with paid preparer's signature 140
Number of exemptions 570
Number of dependents 210
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] 40
Adjust gross income (AGI) [5] $55,554,000
Number of returns with total income 190
Salaries and wages amount $56,583,000
Number of returns with salaries and wages 170
Salaries and wages amount $37,155
Number of returns with taxable interest 140
Taxable interest amount $385
Number of returns with ordinary dividends 80
Ordinary dividends amount $657,000
Number of returns with qualified dividends 80
Qualified dividends amount [6] $493
Number of returns with state and local income tax refunds 80
State and local income tax refunds amount $188
Number of returns with business or professional net income (less loss) 30
Business or professional net income (less loss) amount $995,000
Number of returns with net capital gain (less loss) 80
Net capital gain (less loss) amount $2,920,000
Number of returns with taxable individual retirement arrangements distributions 20
Taxable individual retirement arrangements distributions amount $847,000
Number of returns with taxable pensions and annuities 60
Taxable pensions and annuities amount $3,704,000
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 30
Taxable Social Security benefits amount $784,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $8,047,000
Number of returns with total statutory adjustments 60
Total statutory adjustments amount $1,029,000
Number of returns with educator expenses 20
Educator expenses amount $8,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 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 180
Total itemized deductions amount $8,208,000
Amount of AGI for itemized returns $54,660,000
Number of returns with State and local income taxes 180
State and local income taxes amount $3,367,000
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 170
Real estate taxes amount $2,013,000
Number of returns with taxes paid 180
Taxes paid amount $5,455,000
Number of returns with mortgage interest paid 150
Mortgage interest paid amount $1,455,000
Number of returns with contributions 170
Contributions amount $1,086,000
Number of returns with taxable income 190
Taxable income amount $45,262,000
Number of returns with income tax before credits 190
Income tax before credits amount $11,202,000
Number of returns with alternative minimum tax 120
Alternative minimum tax amount $532,000
Number of returns with total tax credits 60
Total tax credits amount $82,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 20
Child and dependent care credit amount $15,000
Number of returns with nonrefundable education credit 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 30
Self-employment tax amount $261,000
Number of returns with total tax payments 180
Total tax payments amount $10,545,000
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 190
Income tax amount [10] $11,120,000
Number of returns with tax liability 190
Total tax liability amount [11] $11,606,000
Number of returns with net investment income tax 60
Net investment income tax $73,000
Number of returns with tax due at time of filing 90
Tax due at time of filing amount [12] $1,952,000
Number of returns with overpayments refunded 90
Overpayments refunded amount [13] $541,000
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.