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ZIP Code Database - Facts & Stats

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ZIP Code 13027 Income Tax Stats

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

ZIP Code 13027 Data

Zip Code:13027
City:Baldwinsville
State:NY [New York]
Counties: ONONDAGA, NY
City Alias(es):Baldwinsville
Area Code:315 / 680
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


13027 Income Tax Overview

Total Number of Tax Returns for ZIP Code 13027 [1] 17,290
Total Number of Single Tax Returns for ZIP Code 13027 6,290
Total Number of Joint Tax Returns for ZIP Code 13027 7,060
Total Number of Dependents for ZIP Code 13027 9,190
Total Adjusted Gross Income for ZIP Code 13027 $1,272,831,000
Average Income per Person for ZIP Code 13027 $40,232
Average Income per Household for ZIP Code 13027 $73,617

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 4,890
Number of single returns 3,850
Number of joint returns 460
Number of head of household returns 500
Number of returns with paid preparer's signature 2,190
Number of exemptions 5,010
Number of dependents 1,100
Total number of volunteer prepared returns [5] 250
Number of volunteer income tax assistance (VITA) prepared returns [3] 140
Number of tax counseling for the elderly (TCE) prepared returns [3] 120
Number of volunteer prepared returns with Earned Income Credit 60
Number of refund anticipation check returns [3] 460
Number of elderly returns [4] 1,160
Adjust gross income (AGI) [5] $57,212,000
Number of returns with total income 4,890
Salaries and wages amount $58,083,000
Number of returns with salaries and wages 3,790
Salaries and wages amount $41,594
Number of returns with taxable interest 1,030
Taxable interest amount $412
Number of returns with ordinary dividends 630
Ordinary dividends amount $934,000
Number of returns with qualified dividends 580
Qualified dividends amount [6] $615
Number of returns with state and local income tax refunds 60
State and local income tax refunds amount $27
Number of returns with business or professional net income (less loss) 420
Business or professional net income (less loss) amount $2,875,000
Number of returns with net capital gain (less loss) 500
Net capital gain (less loss) amount $564,000
Number of returns with taxable individual retirement arrangements distributions 450
Taxable individual retirement arrangements distributions amount $2,784,000
Number of returns with taxable pensions and annuities 860
Taxable pensions and annuities amount $7,626,000
Number of farm returns 0
Number of returns with unemployment compensation 120
Unemployment compensation amount [7] $520,000
Number of returns with taxable Social Security benefits 370
Taxable Social Security benefits amount $649,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount ($44,000)
Number of returns with total statutory adjustments 700
Total statutory adjustments amount $871,000
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 30
Self-employment health insurance deduction amount $90,000
Number of returns with IRA payments 30
IRA payments amount $103,000
Number of returns with student loan interest deduction 300
Student loan interest deduction amount $294,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $123,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 310
Total itemized deductions amount $4,538,000
Amount of AGI for itemized returns $4,685,000
Number of returns with State and local income taxes 90
State and local income taxes amount $140,000
Number of returns with State and local general sales tax 180
State and local general sales tax amount $125,000
Number of returns with real estate taxes 240
Real estate taxes amount $1,174,000
Number of returns with taxes paid 300
Taxes paid amount $1,463,000
Number of returns with mortgage interest paid 170
Mortgage interest paid amount $695,000
Number of returns with contributions 210
Contributions amount $381,000
Number of returns with taxable income 2,280
Taxable income amount $13,684,000
Number of returns with income tax before credits 2,200
Income tax before credits amount $1,404,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 500
Total tax credits amount $149,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $10,000
Number of returns with nonrefundable education credit 120
Nonrefundable education credit amount $70,000
Number of returns with retirement savings contribution credit 220
Retirement savings contribution credit amount $35,000
Number of returns with child tax credit 90
Child tax credit amount $31,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 350
Self-employment tax amount $452,000
Number of returns with total tax payments 4,400
Total tax payments amount $7,769,000
Number of returns with earned income credit 1,140
Earned income credit amount [8] $2,480,000
Number of returns with excess earned income credit 980
Excess earned income credit (refundable) amount [9] $2,257,000
Number of returns with additional child tax credit 550
Additional child tax credit amount $616,000
Number of returns with refundable education credit 140
Refundable education credit amount $129,000
Number of returns with income tax 1,950
Income tax amount [10] $1,254,000
Number of returns with tax liability 2,250
Total tax liability amount [11] $1,837,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 350
Tax due at time of filing amount [12] $252,000
Number of returns with overpayments refunded 4,160
Overpayments refunded amount [13] $6,154,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $45,000

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

Number of returns 3,680
Number of single returns 2,250
Number of joint returns 720
Number of head of household returns 600
Number of returns with paid preparer's signature 1,800
Number of exemptions 5,820
Number of dependents 1,440
Total number of volunteer prepared returns [5] 110
Number of volunteer income tax assistance (VITA) prepared returns [3] 60
Number of tax counseling for the elderly (TCE) prepared returns [3] 50
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 450
Number of elderly returns [4] 950
Adjust gross income (AGI) [5] $135,675,000
Number of returns with total income 3,680
Salaries and wages amount $137,426,000
Number of returns with salaries and wages 3,060
Salaries and wages amount $105,154
Number of returns with taxable interest 1,120
Taxable interest amount $438
Number of returns with ordinary dividends 590
Ordinary dividends amount $1,332,000
Number of returns with qualified dividends 540
Qualified dividends amount [6] $880
Number of returns with state and local income tax refunds 250
State and local income tax refunds amount $125
Number of returns with business or professional net income (less loss) 330
Business or professional net income (less loss) amount $2,549,000
Number of returns with net capital gain (less loss) 440
Net capital gain (less loss) amount $958,000
Number of returns with taxable individual retirement arrangements distributions 490
Taxable individual retirement arrangements distributions amount $5,374,000
Number of returns with taxable pensions and annuities 840
Taxable pensions and annuities amount $13,910,000
Number of farm returns 0
Number of returns with unemployment compensation 120
Unemployment compensation amount [7] $577,000
Number of returns with taxable Social Security benefits 800
Taxable Social Security benefits amount $6,135,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $118,000
Number of returns with total statutory adjustments 990
Total statutory adjustments amount $1,751,000
Number of returns with educator expenses 90
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 50
Self-employment health insurance deduction amount $158,000
Number of returns with IRA payments 60
IRA payments amount $257,000
Number of returns with student loan interest deduction 640
Student loan interest deduction amount $724,000
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 730
Total itemized deductions amount $11,398,000
Amount of AGI for itemized returns $28,454,000
Number of returns with State and local income taxes 500
State and local income taxes amount $890,000
Number of returns with State and local general sales tax 210
State and local general sales tax amount $272,000
Number of returns with real estate taxes 640
Real estate taxes amount $3,033,000
Number of returns with taxes paid 730
Taxes paid amount $4,233,000
Number of returns with mortgage interest paid 500
Mortgage interest paid amount $1,948,000
Number of returns with contributions 560
Contributions amount $1,279,000
Number of returns with taxable income 3,580
Taxable income amount $77,042,000
Number of returns with income tax before credits 3,560
Income tax before credits amount $9,544,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,230
Total tax credits amount $982,000
Number of returns with foreign tax credit 110
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 140
Child and dependent care credit amount $71,000
Number of returns with nonrefundable education credit 210
Nonrefundable education credit amount $234,000
Number of returns with retirement savings contribution credit 500
Retirement savings contribution credit amount $86,000
Number of returns with child tax credit 610
Child tax credit amount $574,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $9,000
Number of returns with self-employment tax 230
Self-employment tax amount $543,000
Number of returns with total tax payments 3,600
Total tax payments amount $15,901,000
Number of returns with earned income credit 630
Earned income credit amount [8] $1,209,000
Number of returns with excess earned income credit 490
Excess earned income credit (refundable) amount [9] $999,000
Number of returns with additional child tax credit 390
Additional child tax credit amount $505,000
Number of returns with refundable education credit 120
Refundable education credit amount $105,000
Number of returns with income tax 3,180
Income tax amount [10] $8,562,000
Number of returns with tax liability 3,290
Total tax liability amount [11] $9,271,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 490
Tax due at time of filing amount [12] $663,000
Number of returns with overpayments refunded 3,140
Overpayments refunded amount [13] $7,214,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $65,000

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

Number of returns 2,650
Number of single returns 1,210
Number of joint returns 1,000
Number of head of household returns 320
Number of returns with paid preparer's signature 1,530
Number of exemptions 4,880
Number of dependents 1,240
Total number of volunteer prepared returns [5] 60
Number of volunteer income tax assistance (VITA) prepared returns [3] 20
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] 200
Number of elderly returns [4] 880
Adjust gross income (AGI) [5] $164,753,000
Number of returns with total income 2,650
Salaries and wages amount $167,151,000
Number of returns with salaries and wages 2,190
Salaries and wages amount $119,244
Number of returns with taxable interest 1,360
Taxable interest amount $700
Number of returns with ordinary dividends 640
Ordinary dividends amount $1,854,000
Number of returns with qualified dividends 600
Qualified dividends amount [6] $1,317
Number of returns with state and local income tax refunds 550
State and local income tax refunds amount $369
Number of returns with business or professional net income (less loss) 340
Business or professional net income (less loss) amount $3,492,000
Number of returns with net capital gain (less loss) 510
Net capital gain (less loss) amount $1,633,000
Number of returns with taxable individual retirement arrangements distributions 450
Taxable individual retirement arrangements distributions amount $6,718,000
Number of returns with taxable pensions and annuities 780
Taxable pensions and annuities amount $18,933,000
Number of farm returns 50
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $366,000
Number of returns with taxable Social Security benefits 730
Taxable Social Security benefits amount $11,915,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $981,000
Number of returns with total statutory adjustments 930
Total statutory adjustments amount $2,398,000
Number of returns with educator expenses 160
Educator expenses amount $38,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $237,000
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $343,000
Number of returns with IRA payments 70
IRA payments amount $338,000
Number of returns with student loan interest deduction 560
Student loan interest deduction amount $658,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $75,000
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $279,000
Number of returns with itemized deductions 1,110
Total itemized deductions amount $17,864,000
Amount of AGI for itemized returns $70,156,000
Number of returns with State and local income taxes 920
State and local income taxes amount $2,842,000
Number of returns with State and local general sales tax 170
State and local general sales tax amount $250,000
Number of returns with real estate taxes 1,000
Real estate taxes amount $5,169,000
Number of returns with taxes paid 1,110
Taxes paid amount $8,381,000
Number of returns with mortgage interest paid 840
Mortgage interest paid amount $3,550,000
Number of returns with contributions 870
Contributions amount $1,798,000
Number of returns with taxable income 2,640
Taxable income amount $112,189,000
Number of returns with income tax before credits 2,630
Income tax before credits amount $16,089,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 920
Total tax credits amount $1,156,000
Number of returns with foreign tax credit 160
Foreign tax credit amount $10,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $41,000
Number of returns with nonrefundable education credit 200
Nonrefundable education credit amount $272,000
Number of returns with retirement savings contribution credit 140
Retirement savings contribution credit amount $26,000
Number of returns with child tax credit 540
Child tax credit amount $763,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $21,000
Number of returns with self-employment tax 240
Self-employment tax amount $645,000
Number of returns with total tax payments 2,620
Total tax payments amount $20,024,000
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 80
Additional child tax credit amount $102,000
Number of returns with refundable education credit 140
Refundable education credit amount $143,000
Number of returns with income tax 2,550
Income tax amount [10] $14,933,000
Number of returns with tax liability 2,590
Total tax liability amount [11] $15,700,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 580
Tax due at time of filing amount [12] $1,199,000
Number of returns with overpayments refunded 2,020
Overpayments refunded amount [13] $5,311,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $191,000

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

Number of returns 1,840
Number of single returns 460
Number of joint returns 1,170
Number of head of household returns 160
Number of returns with paid preparer's signature 1,140
Number of exemptions 4,150
Number of dependents 1,150
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 100
Number of elderly returns [4] 690
Adjust gross income (AGI) [5] $159,352,000
Number of returns with total income 1,840
Salaries and wages amount $160,976,000
Number of returns with salaries and wages 1,520
Salaries and wages amount $109,529
Number of returns with taxable interest 1,140
Taxable interest amount $546
Number of returns with ordinary dividends 590
Ordinary dividends amount $1,999,000
Number of returns with qualified dividends 550
Qualified dividends amount [6] $1,398
Number of returns with state and local income tax refunds 580
State and local income tax refunds amount $444
Number of returns with business or professional net income (less loss) 270
Business or professional net income (less loss) amount $3,132,000
Number of returns with net capital gain (less loss) 470
Net capital gain (less loss) amount $1,831,000
Number of returns with taxable individual retirement arrangements distributions 400
Taxable individual retirement arrangements distributions amount $8,089,000
Number of returns with taxable pensions and annuities 680
Taxable pensions and annuities amount $21,131,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $238,000
Number of returns with taxable Social Security benefits 580
Taxable Social Security benefits amount $12,366,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $1,366,000
Number of returns with total statutory adjustments 630
Total statutory adjustments amount $1,624,000
Number of returns with educator expenses 130
Educator expenses amount $33,000
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 $261,000
Number of returns with IRA payments 60
IRA payments amount $291,000
Number of returns with student loan interest deduction 310
Student loan interest deduction amount $362,000
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 1,080
Total itemized deductions amount $19,851,000
Amount of AGI for itemized returns $93,858,000
Number of returns with State and local income taxes 910
State and local income taxes amount $3,873,000
Number of returns with State and local general sales tax 160
State and local general sales tax amount $275,000
Number of returns with real estate taxes 1,020
Real estate taxes amount $6,015,000
Number of returns with taxes paid 1,080
Taxes paid amount $10,263,000
Number of returns with mortgage interest paid 880
Mortgage interest paid amount $4,076,000
Number of returns with contributions 900
Contributions amount $2,538,000
Number of returns with taxable income 1,830
Taxable income amount $113,614,000
Number of returns with income tax before credits 1,830
Income tax before credits amount $16,919,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 760
Total tax credits amount $1,073,000
Number of returns with foreign tax credit 180
Foreign tax credit amount $11,000
Number of returns with child and dependent care credit 120
Child and dependent care credit amount $61,000
Number of returns with nonrefundable education credit 160
Nonrefundable education credit amount $214,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 460
Child tax credit amount $757,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $8,000
Number of returns with self-employment tax 190
Self-employment tax amount $554,000
Number of returns with total tax payments 1,820
Total tax payments amount $19,625,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 120
Refundable education credit amount $120,000
Number of returns with income tax 1,820
Income tax amount [10] $15,846,000
Number of returns with tax liability 1,820
Total tax liability amount [11] $16,495,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 480
Tax due at time of filing amount [12] $1,162,000
Number of returns with overpayments refunded 1,330
Overpayments refunded amount [13] $4,183,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $76,000

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

Number of returns 3,350
Number of single returns 310
Number of joint returns 2,890
Number of head of household returns 110
Number of returns with paid preparer's signature 2,090
Number of exemptions 9,460
Number of dependents 3,220
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] 140
Number of elderly returns [4] 1,010
Adjust gross income (AGI) [5] $458,454,000
Number of returns with total income 3,350
Salaries and wages amount $463,498,000
Number of returns with salaries and wages 3,010
Salaries and wages amount $349,848
Number of returns with taxable interest 2,440
Taxable interest amount $1,672
Number of returns with ordinary dividends 1,360
Ordinary dividends amount $6,161,000
Number of returns with qualified dividends 1,280
Qualified dividends amount [6] $4,830
Number of returns with state and local income tax refunds 1,500
State and local income tax refunds amount $1,470
Number of returns with business or professional net income (less loss) 560
Business or professional net income (less loss) amount $10,259,000
Number of returns with net capital gain (less loss) 1,120
Net capital gain (less loss) amount $6,649,000
Number of returns with taxable individual retirement arrangements distributions 650
Taxable individual retirement arrangements distributions amount $16,903,000
Number of returns with taxable pensions and annuities 1,070
Taxable pensions and annuities amount $43,183,000
Number of farm returns 0
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $405,000
Number of returns with taxable Social Security benefits 720
Taxable Social Security benefits amount $18,335,000
Number of returns with partnership/S-corp net income (less loss) 260
Partnership/S-corp net income (less loss) amount $6,423,000
Number of returns with total statutory adjustments 1,380
Total statutory adjustments amount $5,044,000
Number of returns with educator expenses 390
Educator expenses amount $112,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $849,000
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $787,000
Number of returns with IRA payments 110
IRA payments amount $677,000
Number of returns with student loan interest deduction 620
Student loan interest deduction amount $717,000
Number of returns with tuition and fees deduction 70
Tuition and fees deduction amount $112,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 2,830
Total itemized deductions amount $68,143,000
Amount of AGI for itemized returns $394,950,000
Number of returns with State and local income taxes 2,670
State and local income taxes amount $20,030,000
Number of returns with State and local general sales tax 170
State and local general sales tax amount $426,000
Number of returns with real estate taxes 2,730
Real estate taxes amount $20,264,000
Number of returns with taxes paid 2,830
Taxes paid amount $40,937,000
Number of returns with mortgage interest paid 2,380
Mortgage interest paid amount $13,083,000
Number of returns with contributions 2,540
Contributions amount $7,773,000
Number of returns with taxable income 3,340
Taxable income amount $345,560,000
Number of returns with income tax before credits 3,340
Income tax before credits amount $59,277,000
Number of returns with alternative minimum tax 130
Alternative minimum tax amount $240,000
Number of returns with total tax credits 1,640
Total tax credits amount $2,150,000
Number of returns with foreign tax credit 450
Foreign tax credit amount $137,000
Number of returns with child and dependent care credit 400
Child and dependent care credit amount $203,000
Number of returns with nonrefundable education credit 420
Nonrefundable education credit amount $613,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 720
Child tax credit amount $941,000
Number of returns with residential energy tax credit 120
Residential energy tax credit amount $105,000
Number of returns with self-employment tax 400
Self-employment tax amount $1,853,000
Number of returns with total tax payments 3,340
Total tax payments amount $65,094,000
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 370
Refundable education credit amount $382,000
Number of returns with income tax 3,330
Income tax amount [10] $57,127,000
Number of returns with tax liability 3,340
Total tax liability amount [11] $59,341,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,050
Tax due at time of filing amount [12] $4,101,000
Number of returns with overpayments refunded 2,210
Overpayments refunded amount [13] $9,256,000
Number of returns with credit to next year’s estimated tax 100
Credited to next year’s estimated tax amount $547,000

Adjusted Gross Income: $200,000 or more

Number of returns 880
Number of single returns 50
Number of joint returns 820
Number of head of household returns 0
Number of returns with paid preparer's signature 660
Number of exemptions 2,740
Number of dependents 1,040
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] 220
Adjust gross income (AGI) [5] $297,385,000
Number of returns with total income 880
Salaries and wages amount $304,227,000
Number of returns with salaries and wages 820
Salaries and wages amount $194,989
Number of returns with taxable interest 740
Taxable interest amount $1,950
Number of returns with ordinary dividends 550
Ordinary dividends amount $6,759,000
Number of returns with qualified dividends 530
Qualified dividends amount [6] $5,637
Number of returns with state and local income tax refunds 380
State and local income tax refunds amount $1,009
Number of returns with business or professional net income (less loss) 200
Business or professional net income (less loss) amount $11,812,000
Number of returns with net capital gain (less loss) 500
Net capital gain (less loss) amount $14,425,000
Number of returns with taxable individual retirement arrangements distributions 150
Taxable individual retirement arrangements distributions amount $4,802,000
Number of returns with taxable pensions and annuities 220
Taxable pensions and annuities amount $11,819,000
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 110
Taxable Social Security benefits amount $3,322,000
Number of returns with partnership/S-corp net income (less loss) 280
Partnership/S-corp net income (less loss) amount $46,708,000
Number of returns with total statutory adjustments 370
Total statutory adjustments amount $6,842,000
Number of returns with educator expenses 70
Educator expenses amount $19,000
Number of returns with self-employment retirement plans 80
Self-employment retirement plans amount $2,737,000
Number of returns with self-employment health insurance deduction 110
Self-employment health insurance deduction amount $1,431,000
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 30
Domestic production activities deduction amount $560,000
Number of returns with itemized deductions 880
Total itemized deductions amount $40,151,000
Amount of AGI for itemized returns $295,331,000
Number of returns with State and local income taxes 860
State and local income taxes amount $19,198,000
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 860
Real estate taxes amount $9,740,000
Number of returns with taxes paid 880
Taxes paid amount $29,126,000
Number of returns with mortgage interest paid 690
Mortgage interest paid amount $5,114,000
Number of returns with contributions 830
Contributions amount $5,728,000
Number of returns with taxable income 880
Taxable income amount $248,408,000
Number of returns with income tax before credits 880
Income tax before credits amount $64,505,000
Number of returns with alternative minimum tax 630
Alternative minimum tax amount $3,517,000
Number of returns with total tax credits 360
Total tax credits amount $740,000
Number of returns with foreign tax credit 240
Foreign tax credit amount $138,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $38,000
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 30
Residential energy tax credit amount $33,000
Number of returns with self-employment tax 220
Self-employment tax amount $2,225,000
Number of returns with total tax payments 880
Total tax payments amount $64,293,000
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 880
Income tax amount [10] $63,765,000
Number of returns with tax liability 880
Total tax liability amount [11] $67,394,000
Number of returns with net investment income tax 420
Net investment income tax $621,000
Number of returns with tax due at time of filing 440
Tax due at time of filing amount [12] $8,278,000
Number of returns with overpayments refunded 360
Overpayments refunded amount [13] $3,018,000
Number of returns with credit to next year’s estimated tax 110
Credited to next year’s estimated tax amount $2,093,000

[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.