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ZIP Code Database - Facts & Stats

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ZIP Code 13090 Income Tax Stats

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

ZIP Code 13090 Data

Zip Code:13090
City:Liverpool
State:NY [New York]
Counties: ONONDAGA, NY
City Alias(es):Liverpool
Area Code:315
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





13090 Income Tax Overview

Total Number of Tax Returns for ZIP Code 13090 [1] 15,650
Total Number of Single Tax Returns for ZIP Code 13090 5,440
Total Number of Joint Tax Returns for ZIP Code 13090 5,800
Total Number of Dependents for ZIP Code 13090 8,100
Total Adjusted Gross Income for ZIP Code 13090 $988,391,000
Average Income per Person for ZIP Code 13090 $32,811
Average Income per Household for ZIP Code 13090 $63,156

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 4,670
Number of single returns 3,710
Number of joint returns 410
Number of head of household returns 500
Number of returns with paid preparer's signature 2,020
Number of exemptions 4,630
Number of dependents 1,030
Total number of volunteer prepared returns [5] 120
Number of volunteer income tax assistance (VITA) prepared returns [3] 70
Number of tax counseling for the elderly (TCE) prepared returns [3] 50
Number of volunteer prepared returns with Earned Income Credit 40
Number of refund anticipation check returns [3] 500
Number of elderly returns [4] 910
Adjust gross income (AGI) [5] $54,466,000
Number of returns with total income 4,670
Salaries and wages amount $55,211,000
Number of returns with salaries and wages 3,800
Salaries and wages amount $42,923
Number of returns with taxable interest 890
Taxable interest amount $314
Number of returns with ordinary dividends 510
Ordinary dividends amount $657,000
Number of returns with qualified dividends 470
Qualified dividends amount [6] $447
Number of returns with state and local income tax refunds 50
State and local income tax refunds amount $28
Number of returns with business or professional net income (less loss) 370
Business or professional net income (less loss) amount $2,336,000
Number of returns with net capital gain (less loss) 390
Net capital gain (less loss) amount $365,000
Number of returns with taxable individual retirement arrangements distributions 380
Taxable individual retirement arrangements distributions amount $2,321,000
Number of returns with taxable pensions and annuities 670
Taxable pensions and annuities amount $5,633,000
Number of farm returns 0
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $389,000
Number of returns with taxable Social Security benefits 260
Taxable Social Security benefits amount $437,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $24,000
Number of returns with total statutory adjustments 620
Total statutory adjustments amount $745,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 280
Student loan interest deduction amount $269,000
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 270
Total itemized deductions amount $4,004,000
Amount of AGI for itemized returns $3,744,000
Number of returns with State and local income taxes 70
State and local income taxes amount $61,000
Number of returns with State and local general sales tax 170
State and local general sales tax amount $127,000
Number of returns with real estate taxes 230
Real estate taxes amount $1,172,000
Number of returns with taxes paid 260
Taxes paid amount $1,383,000
Number of returns with mortgage interest paid 160
Mortgage interest paid amount $600,000
Number of returns with contributions 190
Contributions amount $280,000
Number of returns with taxable income 2,280
Taxable income amount $13,424,000
Number of returns with income tax before credits 2,230
Income tax before credits amount $1,403,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 540
Total tax credits amount $178,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $14,000
Number of returns with nonrefundable education credit 150
Nonrefundable education credit amount $86,000
Number of returns with retirement savings contribution credit 220
Retirement savings contribution credit amount $36,000
Number of returns with child tax credit 120
Child tax credit amount $40,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 300
Self-employment tax amount $376,000
Number of returns with total tax payments 4,260
Total tax payments amount $7,530,000
Number of returns with earned income credit 1,110
Earned income credit amount [8] $2,413,000
Number of returns with excess earned income credit 960
Excess earned income credit (refundable) amount [9] $2,203,000
Number of returns with additional child tax credit 560
Additional child tax credit amount $626,000
Number of returns with refundable education credit 150
Refundable education credit amount $127,000
Number of returns with income tax 1,920
Income tax amount [10] $1,225,000
Number of returns with tax liability 2,200
Total tax liability amount [11] $1,673,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 310
Tax due at time of filing amount [12] $239,000
Number of returns with overpayments refunded 4,060
Overpayments refunded amount [13] $6,087,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 3,720
Number of single returns 2,230
Number of joint returns 720
Number of head of household returns 660
Number of returns with paid preparer's signature 1,620
Number of exemptions 6,100
Number of dependents 1,680
Total number of volunteer prepared returns [5] 90
Number of volunteer income tax assistance (VITA) prepared returns [3] 50
Number of tax counseling for the elderly (TCE) prepared returns [3] 40
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 550
Number of elderly returns [4] 750
Adjust gross income (AGI) [5] $136,386,000
Number of returns with total income 3,720
Salaries and wages amount $138,362,000
Number of returns with salaries and wages 3,270
Salaries and wages amount $112,107
Number of returns with taxable interest 1,010
Taxable interest amount $357
Number of returns with ordinary dividends 480
Ordinary dividends amount $881,000
Number of returns with qualified dividends 440
Qualified dividends amount [6] $572
Number of returns with state and local income tax refunds 240
State and local income tax refunds amount $115
Number of returns with business or professional net income (less loss) 320
Business or professional net income (less loss) amount $3,458,000
Number of returns with net capital gain (less loss) 360
Net capital gain (less loss) amount $852,000
Number of returns with taxable individual retirement arrangements distributions 340
Taxable individual retirement arrangements distributions amount $3,449,000
Number of returns with taxable pensions and annuities 680
Taxable pensions and annuities amount $11,070,000
Number of farm returns 0
Number of returns with unemployment compensation 140
Unemployment compensation amount [7] $722,000
Number of returns with taxable Social Security benefits 610
Taxable Social Security benefits amount $4,399,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $322,000
Number of returns with total statutory adjustments 1,150
Total statutory adjustments amount $1,976,000
Number of returns with educator expenses 90
Educator expenses amount $22,000
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $212,000
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $220,000
Number of returns with IRA payments 70
IRA payments amount $284,000
Number of returns with student loan interest deduction 840
Student loan interest deduction amount $930,000
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 720
Total itemized deductions amount $10,483,000
Amount of AGI for itemized returns $27,723,000
Number of returns with State and local income taxes 510
State and local income taxes amount $929,000
Number of returns with State and local general sales tax 180
State and local general sales tax amount $203,000
Number of returns with real estate taxes 630
Real estate taxes amount $3,194,000
Number of returns with taxes paid 710
Taxes paid amount $4,370,000
Number of returns with mortgage interest paid 510
Mortgage interest paid amount $1,918,000
Number of returns with contributions 530
Contributions amount $1,115,000
Number of returns with taxable income 3,650
Taxable income amount $77,026,000
Number of returns with income tax before credits 3,630
Income tax before credits amount $9,576,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,390
Total tax credits amount $1,137,000
Number of returns with foreign tax credit 110
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 120
Child and dependent care credit amount $64,000
Number of returns with nonrefundable education credit 280
Nonrefundable education credit amount $305,000
Number of returns with retirement savings contribution credit 610
Retirement savings contribution credit amount $102,000
Number of returns with child tax credit 670
Child tax credit amount $643,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $8,000
Number of returns with self-employment tax 230
Self-employment tax amount $599,000
Number of returns with total tax payments 3,660
Total tax payments amount $16,325,000
Number of returns with earned income credit 700
Earned income credit amount [8] $1,393,000
Number of returns with excess earned income credit 570
Excess earned income credit (refundable) amount [9] $1,152,000
Number of returns with additional child tax credit 460
Additional child tax credit amount $620,000
Number of returns with refundable education credit 180
Refundable education credit amount $164,000
Number of returns with income tax 3,180
Income tax amount [10] $8,440,000
Number of returns with tax liability 3,280
Total tax liability amount [11] $9,161,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 450
Tax due at time of filing amount [12] $617,000
Number of returns with overpayments refunded 3,240
Overpayments refunded amount [13] $7,713,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $61,000

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

Number of returns 2,480
Number of single returns 1,190
Number of joint returns 880
Number of head of household returns 330
Number of returns with paid preparer's signature 1,290
Number of exemptions 4,630
Number of dependents 1,270
Total number of volunteer prepared returns [5] 50
Number of volunteer income tax assistance (VITA) prepared returns [3] 30
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] 250
Number of elderly returns [4] 630
Adjust gross income (AGI) [5] $153,232,000
Number of returns with total income 2,480
Salaries and wages amount $155,137,000
Number of returns with salaries and wages 2,190
Salaries and wages amount $121,508
Number of returns with taxable interest 1,140
Taxable interest amount $438
Number of returns with ordinary dividends 520
Ordinary dividends amount $1,077,000
Number of returns with qualified dividends 470
Qualified dividends amount [6] $716
Number of returns with state and local income tax refunds 530
State and local income tax refunds amount $354
Number of returns with business or professional net income (less loss) 300
Business or professional net income (less loss) amount $2,869,000
Number of returns with net capital gain (less loss) 380
Net capital gain (less loss) amount $980,000
Number of returns with taxable individual retirement arrangements distributions 310
Taxable individual retirement arrangements distributions amount $4,290,000
Number of returns with taxable pensions and annuities 600
Taxable pensions and annuities amount $13,708,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $334,000
Number of returns with taxable Social Security benefits 510
Taxable Social Security benefits amount $8,289,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $584,000
Number of returns with total statutory adjustments 940
Total statutory adjustments amount $1,905,000
Number of returns with educator expenses 140
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 30
Self-employment health insurance deduction amount $191,000
Number of returns with IRA payments 70
IRA payments amount $328,000
Number of returns with student loan interest deduction 620
Student loan interest deduction amount $732,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $82,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,070
Total itemized deductions amount $16,218,000
Amount of AGI for itemized returns $66,760,000
Number of returns with State and local income taxes 920
State and local income taxes amount $2,796,000
Number of returns with State and local general sales tax 140
State and local general sales tax amount $190,000
Number of returns with real estate taxes 970
Real estate taxes amount $5,192,000
Number of returns with taxes paid 1,070
Taxes paid amount $8,279,000
Number of returns with mortgage interest paid 850
Mortgage interest paid amount $3,519,000
Number of returns with contributions 810
Contributions amount $1,780,000
Number of returns with taxable income 2,480
Taxable income amount $104,753,000
Number of returns with income tax before credits 2,470
Income tax before credits amount $15,122,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 900
Total tax credits amount $1,230,000
Number of returns with foreign tax credit 120
Foreign tax credit amount $7,000
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $51,000
Number of returns with nonrefundable education credit 210
Nonrefundable education credit amount $273,000
Number of returns with retirement savings contribution credit 150
Retirement savings contribution credit amount $28,000
Number of returns with child tax credit 570
Child tax credit amount $833,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $13,000
Number of returns with self-employment tax 210
Self-employment tax amount $515,000
Number of returns with total tax payments 2,460
Total tax payments amount $18,804,000
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 $96,000
Number of returns with refundable education credit 140
Refundable education credit amount $140,000
Number of returns with income tax 2,400
Income tax amount [10] $13,892,000
Number of returns with tax liability 2,420
Total tax liability amount [11] $14,521,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 530
Tax due at time of filing amount [12] $1,077,000
Number of returns with overpayments refunded 1,920
Overpayments refunded amount [13] $5,240,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $97,000

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

Number of returns 1,720
Number of single returns 410
Number of joint returns 1,110
Number of head of household returns 140
Number of returns with paid preparer's signature 990
Number of exemptions 4,100
Number of dependents 1,270
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] 120
Number of elderly returns [4] 530
Adjust gross income (AGI) [5] $148,905,000
Number of returns with total income 1,720
Salaries and wages amount $150,298,000
Number of returns with salaries and wages 1,490
Salaries and wages amount $111,801
Number of returns with taxable interest 1,050
Taxable interest amount $514
Number of returns with ordinary dividends 500
Ordinary dividends amount $1,535,000
Number of returns with qualified dividends 470
Qualified dividends amount [6] $1,159
Number of returns with state and local income tax refunds 550
State and local income tax refunds amount $425
Number of returns with business or professional net income (less loss) 250
Business or professional net income (less loss) amount $2,466,000
Number of returns with net capital gain (less loss) 370
Net capital gain (less loss) amount $1,829,000
Number of returns with taxable individual retirement arrangements distributions 310
Taxable individual retirement arrangements distributions amount $5,554,000
Number of returns with taxable pensions and annuities 520
Taxable pensions and annuities amount $14,961,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $270,000
Number of returns with taxable Social Security benefits 440
Taxable Social Security benefits amount $9,287,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $695,000
Number of returns with total statutory adjustments 590
Total statutory adjustments amount $1,393,000
Number of returns with educator expenses 90
Educator expenses amount $24,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 20
Self-employment health insurance deduction amount $121,000
Number of returns with IRA payments 50
IRA payments amount $234,000
Number of returns with student loan interest deduction 340
Student loan interest deduction amount $397,000
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 1,040
Total itemized deductions amount $18,894,000
Amount of AGI for itemized returns $90,400,000
Number of returns with State and local income taxes 920
State and local income taxes amount $3,932,000
Number of returns with State and local general sales tax 110
State and local general sales tax amount $213,000
Number of returns with real estate taxes 980
Real estate taxes amount $5,998,000
Number of returns with taxes paid 1,040
Taxes paid amount $10,231,000
Number of returns with mortgage interest paid 840
Mortgage interest paid amount $3,801,000
Number of returns with contributions 820
Contributions amount $1,996,000
Number of returns with taxable income 1,710
Taxable income amount $105,640,000
Number of returns with income tax before credits 1,710
Income tax before credits amount $15,741,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 780
Total tax credits amount $1,229,000
Number of returns with foreign tax credit 130
Foreign tax credit amount $11,000
Number of returns with child and dependent care credit 130
Child and dependent care credit amount $70,000
Number of returns with nonrefundable education credit 210
Nonrefundable education credit amount $288,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 530
Child tax credit amount $838,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $14,000
Number of returns with self-employment tax 180
Self-employment tax amount $468,000
Number of returns with total tax payments 1,710
Total tax payments amount $18,498,000
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 160
Refundable education credit amount $152,000
Number of returns with income tax 1,700
Income tax amount [10] $14,513,000
Number of returns with tax liability 1,710
Total tax liability amount [11] $15,092,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 400
Tax due at time of filing amount [12] $910,000
Number of returns with overpayments refunded 1,300
Overpayments refunded amount [13] $4,259,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $43,000

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

Number of returns 2,610
Number of single returns 240
Number of joint returns 2,280
Number of head of household returns 80
Number of returns with paid preparer's signature 1,510
Number of exemptions 7,320
Number of dependents 2,430
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] 110
Number of elderly returns [4] 760
Adjust gross income (AGI) [5] $349,869,000
Number of returns with total income 2,610
Salaries and wages amount $353,558,000
Number of returns with salaries and wages 2,390
Salaries and wages amount $275,380
Number of returns with taxable interest 1,890
Taxable interest amount $1,400
Number of returns with ordinary dividends 1,040
Ordinary dividends amount $4,063,000
Number of returns with qualified dividends 980
Qualified dividends amount [6] $2,927
Number of returns with state and local income tax refunds 1,180
State and local income tax refunds amount $1,065
Number of returns with business or professional net income (less loss) 420
Business or professional net income (less loss) amount $5,708,000
Number of returns with net capital gain (less loss) 840
Net capital gain (less loss) amount $5,062,000
Number of returns with taxable individual retirement arrangements distributions 440
Taxable individual retirement arrangements distributions amount $10,117,000
Number of returns with taxable pensions and annuities 780
Taxable pensions and annuities amount $30,423,000
Number of farm returns 0
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $453,000
Number of returns with taxable Social Security benefits 520
Taxable Social Security benefits amount $12,773,000
Number of returns with partnership/S-corp net income (less loss) 160
Partnership/S-corp net income (less loss) amount $5,748,000
Number of returns with total statutory adjustments 1,150
Total statutory adjustments amount $3,689,000
Number of returns with educator expenses 330
Educator expenses amount $95,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $640,000
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $361,000
Number of returns with IRA payments 70
IRA payments amount $363,000
Number of returns with student loan interest deduction 600
Student loan interest deduction amount $755,000
Number of returns with tuition and fees deduction 90
Tuition and fees deduction amount $151,000
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $140,000
Number of returns with itemized deductions 2,190
Total itemized deductions amount $49,562,000
Amount of AGI for itemized returns $298,352,000
Number of returns with State and local income taxes 2,100
State and local income taxes amount $15,108,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $178,000
Number of returns with real estate taxes 2,130
Real estate taxes amount $15,291,000
Number of returns with taxes paid 2,190
Taxes paid amount $30,731,000
Number of returns with mortgage interest paid 1,850
Mortgage interest paid amount $8,818,000
Number of returns with contributions 1,910
Contributions amount $6,098,000
Number of returns with taxable income 2,610
Taxable income amount $265,133,000
Number of returns with income tax before credits 2,610
Income tax before credits amount $44,895,000
Number of returns with alternative minimum tax 80
Alternative minimum tax amount $104,000
Number of returns with total tax credits 1,290
Total tax credits amount $1,587,000
Number of returns with foreign tax credit 330
Foreign tax credit amount $40,000
Number of returns with child and dependent care credit 270
Child and dependent care credit amount $146,000
Number of returns with nonrefundable education credit 390
Nonrefundable education credit amount $563,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 580
Child tax credit amount $734,000
Number of returns with residential energy tax credit 110
Residential energy tax credit amount $45,000
Number of returns with self-employment tax 310
Self-employment tax amount $1,226,000
Number of returns with total tax payments 2,600
Total tax payments amount $49,265,000
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 330
Refundable education credit amount $339,000
Number of returns with income tax 2,610
Income tax amount [10] $43,308,000
Number of returns with tax liability 2,610
Total tax liability amount [11] $44,747,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 820
Tax due at time of filing amount [12] $2,733,000
Number of returns with overpayments refunded 1,740
Overpayments refunded amount [13] $6,996,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $235,000

Adjusted Gross Income: $200,000 or more

Number of returns 450
Number of single returns 40
Number of joint returns 400
Number of head of household returns 0
Number of returns with paid preparer's signature 300
Number of exemptions 1,270
Number of dependents 420
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] 150
Adjust gross income (AGI) [5] $145,533,000
Number of returns with total income 450
Salaries and wages amount $147,523,000
Number of returns with salaries and wages 420
Salaries and wages amount $91,987
Number of returns with taxable interest 380
Taxable interest amount $991
Number of returns with ordinary dividends 270
Ordinary dividends amount $3,755,000
Number of returns with qualified dividends 270
Qualified dividends amount [6] $3,181
Number of returns with state and local income tax refunds 200
State and local income tax refunds amount $522
Number of returns with business or professional net income (less loss) 80
Business or professional net income (less loss) amount $5,341,000
Number of returns with net capital gain (less loss) 250
Net capital gain (less loss) amount $17,191,000
Number of returns with taxable individual retirement arrangements distributions 90
Taxable individual retirement arrangements distributions amount $4,220,000
Number of returns with taxable pensions and annuities 140
Taxable pensions and annuities amount $8,341,000
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 80
Taxable Social Security benefits amount $2,167,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $10,497,000
Number of returns with total statutory adjustments 140
Total statutory adjustments amount $1,990,000
Number of returns with educator expenses 40
Educator expenses amount $10,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $677,000
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $401,000
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 440
Total itemized deductions amount $18,713,000
Amount of AGI for itemized returns $142,273,000
Number of returns with State and local income taxes 430
State and local income taxes amount $8,967,000
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 420
Real estate taxes amount $4,399,000
Number of returns with taxes paid 440
Taxes paid amount $13,409,000
Number of returns with mortgage interest paid 320
Mortgage interest paid amount $1,770,000
Number of returns with contributions 400
Contributions amount $3,066,000
Number of returns with taxable income 450
Taxable income amount $122,304,000
Number of returns with income tax before credits 450
Income tax before credits amount $29,716,000
Number of returns with alternative minimum tax 300
Alternative minimum tax amount $1,426,000
Number of returns with total tax credits 160
Total tax credits amount $204,000
Number of returns with foreign tax credit 120
Foreign tax credit amount $27,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $14,000
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 70
Self-employment tax amount $554,000
Number of returns with total tax payments 450
Total tax payments amount $27,954,000
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 450
Income tax amount [10] $29,511,000
Number of returns with tax liability 450
Total tax liability amount [11] $30,657,000
Number of returns with net investment income tax 200
Net investment income tax $314,000
Number of returns with tax due at time of filing 230
Tax due at time of filing amount [12] $4,464,000
Number of returns with overpayments refunded 190
Overpayments refunded amount [13] $1,257,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $402,000

[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.