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ZIP Code Database - Facts & Stats

ZIP Code 13501 Income Tax Stats

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

ZIP Code 13501 Data

Zip Code:13501
City:Utica
State:NY [New York]
Counties: ONEIDA, NY
City Alias(es):Utica
Area Code:315 / 680
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


13501 Income Tax Overview

Total Number of Tax Returns for ZIP Code 13501 [1] 15,500
Total Number of Single Tax Returns for ZIP Code 13501 4,070
Total Number of Joint Tax Returns for ZIP Code 13501 4,190
Total Number of Dependents for ZIP Code 13501 11,450
Total Adjusted Gross Income for ZIP Code 13501 $602,903,000
Average Income per Person for ZIP Code 13501 $15,641
Average Income per Household for ZIP Code 13501 $38,897

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 7,880
Number of single returns 4,910
Number of joint returns 1,060
Number of head of household returns 1,840
Number of returns with paid preparer's signature 3,480
Number of exemptions 13,750
Number of dependents 5,670
Total number of volunteer prepared returns [5] 370
Number of volunteer income tax assistance (VITA) prepared returns [3] 200
Number of tax counseling for the elderly (TCE) prepared returns [3] 170
Number of volunteer prepared returns with Earned Income Credit 110
Number of refund anticipation check returns [3] 1,650
Number of elderly returns [4] 1,120
Adjust gross income (AGI) [5] $102,792,000
Number of returns with total income 7,880
Salaries and wages amount $103,839,000
Number of returns with salaries and wages 6,610
Salaries and wages amount $86,425
Number of returns with taxable interest 840
Taxable interest amount $360
Number of returns with ordinary dividends 360
Ordinary dividends amount $605,000
Number of returns with qualified dividends 320
Qualified dividends amount [6] $378
Number of returns with state and local income tax refunds 60
State and local income tax refunds amount $25
Number of returns with business or professional net income (less loss) 990
Business or professional net income (less loss) amount $7,977,000
Number of returns with net capital gain (less loss) 270
Net capital gain (less loss) amount $261,000
Number of returns with taxable individual retirement arrangements distributions 290
Taxable individual retirement arrangements distributions amount $1,605,000
Number of returns with taxable pensions and annuities 740
Taxable pensions and annuities amount $6,023,000
Number of farm returns 0
Number of returns with unemployment compensation 200
Unemployment compensation amount [7] $672,000
Number of returns with taxable Social Security benefits 240
Taxable Social Security benefits amount $392,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $88,000
Number of returns with total statutory adjustments 1,150
Total statutory adjustments amount $1,047,000
Number of returns with educator expenses 30
Educator expenses amount $7,000
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 200
Student loan interest deduction amount $185,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $81,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 230
Total itemized deductions amount $3,663,000
Amount of AGI for itemized returns $3,662,000
Number of returns with State and local income taxes 110
State and local income taxes amount $94,000
Number of returns with State and local general sales tax 90
State and local general sales tax amount $58,000
Number of returns with real estate taxes 130
Real estate taxes amount $515,000
Number of returns with taxes paid 220
Taxes paid amount $766,000
Number of returns with mortgage interest paid 80
Mortgage interest paid amount $236,000
Number of returns with contributions 110
Contributions amount $184,000
Number of returns with taxable income 3,050
Taxable income amount $18,456,000
Number of returns with income tax before credits 3,010
Income tax before credits amount $1,922,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 930
Total tax credits amount $301,000
Number of returns with foreign tax credit 20
Foreign tax credit amount $0
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $18,000
Number of returns with nonrefundable education credit 200
Nonrefundable education credit amount $120,000
Number of returns with retirement savings contribution credit 390
Retirement savings contribution credit amount $61,000
Number of returns with child tax credit 300
Child tax credit amount $98,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 880
Self-employment tax amount $1,205,000
Number of returns with total tax payments 7,410
Total tax payments amount $22,275,000
Number of returns with earned income credit 3,890
Earned income credit amount [8] $11,795,000
Number of returns with excess earned income credit 3,610
Excess earned income credit (refundable) amount [9] $10,846,000
Number of returns with additional child tax credit 2,470
Additional child tax credit amount $3,290,000
Number of returns with refundable education credit 340
Refundable education credit amount $278,000
Number of returns with income tax 2,430
Income tax amount [10] $1,620,000
Number of returns with tax liability 3,330
Total tax liability amount [11] $2,931,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 440
Tax due at time of filing amount [12] $371,000
Number of returns with overpayments refunded 7,120
Overpayments refunded amount [13] $19,654,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $49,000

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

Number of returns 4,200
Number of single returns 2,040
Number of joint returns 1,150
Number of head of household returns 940
Number of returns with paid preparer's signature 1,850
Number of exemptions 8,960
Number of dependents 3,620
Total number of volunteer prepared returns [5] 150
Number of volunteer income tax assistance (VITA) prepared returns [3] 90
Number of tax counseling for the elderly (TCE) prepared returns [3] 60
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 710
Number of elderly returns [4] 770
Adjust gross income (AGI) [5] $145,521,000
Number of returns with total income 4,200
Salaries and wages amount $146,691,000
Number of returns with salaries and wages 3,760
Salaries and wages amount $123,368
Number of returns with taxable interest 950
Taxable interest amount $567
Number of returns with ordinary dividends 370
Ordinary dividends amount $851,000
Number of returns with qualified dividends 340
Qualified dividends amount [6] $595
Number of returns with state and local income tax refunds 170
State and local income tax refunds amount $73
Number of returns with business or professional net income (less loss) 350
Business or professional net income (less loss) amount $4,123,000
Number of returns with net capital gain (less loss) 260
Net capital gain (less loss) amount $742,000
Number of returns with taxable individual retirement arrangements distributions 240
Taxable individual retirement arrangements distributions amount $1,912,000
Number of returns with taxable pensions and annuities 660
Taxable pensions and annuities amount $11,011,000
Number of farm returns 0
Number of returns with unemployment compensation 140
Unemployment compensation amount [7] $551,000
Number of returns with taxable Social Security benefits 590
Taxable Social Security benefits amount $3,841,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $247,000
Number of returns with total statutory adjustments 730
Total statutory adjustments amount $1,170,000
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 50
Self-employment health insurance deduction amount $185,000
Number of returns with IRA payments 60
IRA payments amount $183,000
Number of returns with student loan interest deduction 400
Student loan interest deduction amount $416,000
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 470
Total itemized deductions amount $6,835,000
Amount of AGI for itemized returns $17,580,000
Number of returns with State and local income taxes 370
State and local income taxes amount $593,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $82,000
Number of returns with real estate taxes 300
Real estate taxes amount $1,069,000
Number of returns with taxes paid 470
Taxes paid amount $1,868,000
Number of returns with mortgage interest paid 230
Mortgage interest paid amount $750,000
Number of returns with contributions 250
Contributions amount $462,000
Number of returns with taxable income 3,870
Taxable income amount $70,467,000
Number of returns with income tax before credits 3,840
Income tax before credits amount $8,560,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,860
Total tax credits amount $1,420,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 180
Child and dependent care credit amount $106,000
Number of returns with nonrefundable education credit 260
Nonrefundable education credit amount $279,000
Number of returns with retirement savings contribution credit 800
Retirement savings contribution credit amount $143,000
Number of returns with child tax credit 1,030
Child tax credit amount $858,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $25,000
Number of returns with self-employment tax 260
Self-employment tax amount $657,000
Number of returns with total tax payments 4,130
Total tax payments amount $19,217,000
Number of returns with earned income credit 1,510
Earned income credit amount [8] $4,114,000
Number of returns with excess earned income credit 1,330
Excess earned income credit (refundable) amount [9] $3,704,000
Number of returns with additional child tax credit 1,120
Additional child tax credit amount $1,936,000
Number of returns with refundable education credit 210
Refundable education credit amount $181,000
Number of returns with income tax 2,970
Income tax amount [10] $7,140,000
Number of returns with tax liability 3,160
Total tax liability amount [11] $7,956,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 500
Tax due at time of filing amount [12] $740,000
Number of returns with overpayments refunded 3,650
Overpayments refunded amount [13] $11,949,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $36,000

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

Number of returns 1,530
Number of single returns 700
Number of joint returns 640
Number of head of household returns 160
Number of returns with paid preparer's signature 840
Number of exemptions 3,110
Number of dependents 940
Total number of volunteer prepared returns [5] 20
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 20
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 130
Number of elderly returns [4] 500
Adjust gross income (AGI) [5] $93,270,000
Number of returns with total income 1,530
Salaries and wages amount $94,142,000
Number of returns with salaries and wages 1,280
Salaries and wages amount $68,506
Number of returns with taxable interest 750
Taxable interest amount $538
Number of returns with ordinary dividends 340
Ordinary dividends amount $1,086,000
Number of returns with qualified dividends 320
Qualified dividends amount [6] $725
Number of returns with state and local income tax refunds 180
State and local income tax refunds amount $110
Number of returns with business or professional net income (less loss) 170
Business or professional net income (less loss) amount $1,518,000
Number of returns with net capital gain (less loss) 280
Net capital gain (less loss) amount $1,106,000
Number of returns with taxable individual retirement arrangements distributions 190
Taxable individual retirement arrangements distributions amount $2,052,000
Number of returns with taxable pensions and annuities 470
Taxable pensions and annuities amount $11,987,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $267,000
Number of returns with taxable Social Security benefits 410
Taxable Social Security benefits amount $6,073,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $657,000
Number of returns with total statutory adjustments 430
Total statutory adjustments amount $872,000
Number of returns with educator expenses 70
Educator expenses amount $16,000
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 $129,000
Number of returns with IRA payments 30
IRA payments amount $142,000
Number of returns with student loan interest deduction 250
Student loan interest deduction amount $281,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $70,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 450
Total itemized deductions amount $7,183,000
Amount of AGI for itemized returns $27,783,000
Number of returns with State and local income taxes 360
State and local income taxes amount $1,082,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $121,000
Number of returns with real estate taxes 390
Real estate taxes amount $1,536,000
Number of returns with taxes paid 450
Taxes paid amount $2,809,000
Number of returns with mortgage interest paid 320
Mortgage interest paid amount $1,160,000
Number of returns with contributions 320
Contributions amount $631,000
Number of returns with taxable income 1,520
Taxable income amount $62,766,000
Number of returns with income tax before credits 1,520
Income tax before credits amount $8,874,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 620
Total tax credits amount $850,000
Number of returns with foreign tax credit 100
Foreign tax credit amount $6,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $46,000
Number of returns with nonrefundable education credit 130
Nonrefundable education credit amount $169,000
Number of returns with retirement savings contribution credit 140
Retirement savings contribution credit amount $25,000
Number of returns with child tax credit 380
Child tax credit amount $569,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $25,000
Number of returns with self-employment tax 120
Self-employment tax amount $288,000
Number of returns with total tax payments 1,510
Total tax payments amount $10,629,000
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 70
Additional child tax credit amount $93,000
Number of returns with refundable education credit 100
Refundable education credit amount $93,000
Number of returns with income tax 1,460
Income tax amount [10] $8,024,000
Number of returns with tax liability 1,470
Total tax liability amount [11] $8,384,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 380
Tax due at time of filing amount [12] $744,000
Number of returns with overpayments refunded 1,130
Overpayments refunded amount [13] $2,924,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $54,000

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

Number of returns 800
Number of single returns 250
Number of joint returns 480
Number of head of household returns 60
Number of returns with paid preparer's signature 460
Number of exemptions 1,750
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] 320
Adjust gross income (AGI) [5] $68,844,000
Number of returns with total income 800
Salaries and wages amount $69,473,000
Number of returns with salaries and wages 650
Salaries and wages amount $45,418
Number of returns with taxable interest 500
Taxable interest amount $388
Number of returns with ordinary dividends 260
Ordinary dividends amount $1,193,000
Number of returns with qualified dividends 250
Qualified dividends amount [6] $877
Number of returns with state and local income tax refunds 130
State and local income tax refunds amount $83
Number of returns with business or professional net income (less loss) 120
Business or professional net income (less loss) amount $1,510,000
Number of returns with net capital gain (less loss) 210
Net capital gain (less loss) amount $1,128,000
Number of returns with taxable individual retirement arrangements distributions 150
Taxable individual retirement arrangements distributions amount $2,117,000
Number of returns with taxable pensions and annuities 320
Taxable pensions and annuities amount $10,697,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $144,000
Number of returns with taxable Social Security benefits 270
Taxable Social Security benefits amount $5,699,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $678,000
Number of returns with total statutory adjustments 250
Total statutory adjustments amount $629,000
Number of returns with educator expenses 50
Educator expenses amount $12,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 20
Self-employment health insurance deduction amount $89,000
Number of returns with IRA payments 20
IRA payments amount $109,000
Number of returns with student loan interest deduction 110
Student loan interest deduction amount $135,000
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 340
Total itemized deductions amount $6,159,000
Amount of AGI for itemized returns $29,128,000
Number of returns with State and local income taxes 280
State and local income taxes amount $1,164,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $79,000
Number of returns with real estate taxes 300
Real estate taxes amount $1,437,000
Number of returns with taxes paid 340
Taxes paid amount $2,744,000
Number of returns with mortgage interest paid 240
Mortgage interest paid amount $984,000
Number of returns with contributions 260
Contributions amount $671,000
Number of returns with taxable income 790
Taxable income amount $50,177,000
Number of returns with income tax before credits 790
Income tax before credits amount $7,574,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 310
Total tax credits amount $454,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $6,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $23,000
Number of returns with nonrefundable education credit 80
Nonrefundable education credit amount $108,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 180
Child tax credit amount $288,000
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 $276,000
Number of returns with total tax payments 790
Total tax payments amount $8,377,000
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 60
Refundable education credit amount $57,000
Number of returns with income tax 790
Income tax amount [10] $7,120,000
Number of returns with tax liability 790
Total tax liability amount [11] $7,456,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 250
Tax due at time of filing amount [12] $690,000
Number of returns with overpayments refunded 520
Overpayments refunded amount [13] $1,522,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $76,000

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

Number of returns 890
Number of single returns 160
Number of joint returns 700
Number of head of household returns 40
Number of returns with paid preparer's signature 580
Number of exemptions 2,200
Number of dependents 610
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] 40
Number of elderly returns [4] 400
Adjust gross income (AGI) [5] $118,958,000
Number of returns with total income 890
Salaries and wages amount $120,706,000
Number of returns with salaries and wages 740
Salaries and wages amount $76,450
Number of returns with taxable interest 700
Taxable interest amount $662
Number of returns with ordinary dividends 390
Ordinary dividends amount $2,247,000
Number of returns with qualified dividends 380
Qualified dividends amount [6] $1,740
Number of returns with state and local income tax refunds 260
State and local income tax refunds amount $281
Number of returns with business or professional net income (less loss) 200
Business or professional net income (less loss) amount $4,696,000
Number of returns with net capital gain (less loss) 340
Net capital gain (less loss) amount $3,769,000
Number of returns with taxable individual retirement arrangements distributions 180
Taxable individual retirement arrangements distributions amount $3,654,000
Number of returns with taxable pensions and annuities 360
Taxable pensions and annuities amount $16,729,000
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 310
Taxable Social Security benefits amount $7,888,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $3,197,000
Number of returns with total statutory adjustments 380
Total statutory adjustments amount $1,748,000
Number of returns with educator expenses 120
Educator expenses amount $35,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $932,000
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $299,000
Number of returns with IRA payments 30
IRA payments amount $183,000
Number of returns with student loan interest deduction 150
Student loan interest deduction amount $178,000
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 590
Total itemized deductions amount $13,136,000
Amount of AGI for itemized returns $81,386,000
Number of returns with State and local income taxes 540
State and local income taxes amount $3,883,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $125,000
Number of returns with real estate taxes 560
Real estate taxes amount $3,176,000
Number of returns with taxes paid 590
Taxes paid amount $7,281,000
Number of returns with mortgage interest paid 450
Mortgage interest paid amount $2,163,000
Number of returns with contributions 510
Contributions amount $1,919,000
Number of returns with taxable income 890
Taxable income amount $93,006,000
Number of returns with income tax before credits 890
Income tax before credits amount $16,157,000
Number of returns with alternative minimum tax 20
Alternative minimum tax amount $61,000
Number of returns with total tax credits 390
Total tax credits amount $482,000
Number of returns with foreign tax credit 130
Foreign tax credit amount $15,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $41,000
Number of returns with nonrefundable education credit 110
Nonrefundable education credit amount $169,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 150
Child tax credit amount $192,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $6,000
Number of returns with self-employment tax 160
Self-employment tax amount $833,000
Number of returns with total tax payments 890
Total tax payments amount $17,030,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 90
Refundable education credit amount $98,000
Number of returns with income tax 890
Income tax amount [10] $15,675,000
Number of returns with tax liability 890
Total tax liability amount [11] $16,579,000
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] $1,823,000
Number of returns with overpayments refunded 500
Overpayments refunded amount [13] $1,973,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $289,000

Adjusted Gross Income: $200,000 or more

Number of returns 200
Number of single returns 40
Number of joint returns 160
Number of head of household returns 0
Number of returns with paid preparer's signature 170
Number of exemptions 490
Number of dependents 140
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] 90
Adjust gross income (AGI) [5] $73,518,000
Number of returns with total income 200
Salaries and wages amount $75,318,000
Number of returns with salaries and wages 170
Salaries and wages amount $39,276
Number of returns with taxable interest 170
Taxable interest amount $1,002
Number of returns with ordinary dividends 140
Ordinary dividends amount $2,850,000
Number of returns with qualified dividends 130
Qualified dividends amount [6] $2,376
Number of returns with state and local income tax refunds 70
State and local income tax refunds amount $250
Number of returns with business or professional net income (less loss) 60
Business or professional net income (less loss) amount $5,097,000
Number of returns with net capital gain (less loss) 140
Net capital gain (less loss) amount $5,755,000
Number of returns with taxable individual retirement arrangements distributions 50
Taxable individual retirement arrangements distributions amount $1,692,000
Number of returns with taxable pensions and annuities 70
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 70
Taxable Social Security benefits amount $1,810,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $11,888,000
Number of returns with total statutory adjustments 90
Total statutory adjustments amount $1,800,000
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 $389,000
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 200
Total itemized deductions amount $11,165,000
Amount of AGI for itemized returns $72,853,000
Number of returns with State and local income taxes 190
State and local income taxes amount $4,918,000
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 180
Real estate taxes amount $2,148,000
Number of returns with taxes paid 200
Taxes paid amount $7,090,000
Number of returns with mortgage interest paid 130
Mortgage interest paid amount $1,230,000
Number of returns with contributions 180
Contributions amount $1,955,000
Number of returns with taxable income 200
Taxable income amount $61,140,000
Number of returns with income tax before credits 200
Income tax before credits amount $16,007,000
Number of returns with alternative minimum tax 120
Alternative minimum tax amount $951,000
Number of returns with total tax credits 90
Total tax credits amount $108,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $49,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 70
Self-employment tax amount $773,000
Number of returns with total tax payments 200
Total tax payments amount $16,001,000
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 200
Income tax amount [10] $15,899,000
Number of returns with tax liability 200
Total tax liability amount [11] $17,149,000
Number of returns with net investment income tax 110
Net investment income tax $301,000
Number of returns with tax due at time of filing 110
Tax due at time of filing amount [12] $2,615,000
Number of returns with overpayments refunded 70
Overpayments refunded amount [13] $593,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $840,000

[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.