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ZIP Code Database - Facts & Stats

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ZIP Code 14127 Income Tax Stats

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

ZIP Code 14127 Data

Zip Code:14127
City:Orchard Park
State:NY [New York]
Counties: ERIE, NY
City Alias(es):Orchard Park
Area Code:716
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





14127 Income Tax Overview

Total Number of Tax Returns for ZIP Code 14127 [1] 15,990
Total Number of Single Tax Returns for ZIP Code 14127 5,660
Total Number of Joint Tax Returns for ZIP Code 14127 7,050
Total Number of Dependents for ZIP Code 14127 8,330
Total Adjusted Gross Income for ZIP Code 14127 $1,704,602,000
Average Income per Person for ZIP Code 14127 $56,894
Average Income per Household for ZIP Code 14127 $106,604

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 4,400
Number of single returns 3,770
Number of joint returns 400
Number of head of household returns 200
Number of returns with paid preparer's signature 2,370
Number of exemptions 3,510
Number of dependents 420
Total number of volunteer prepared returns [5] 120
Number of volunteer income tax assistance (VITA) prepared returns [3] 20
Number of tax counseling for the elderly (TCE) prepared returns [3] 100
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 220
Number of elderly returns [4] 1,130
Adjust gross income (AGI) [5] $48,739,000
Number of returns with total income 4,400
Salaries and wages amount $49,799,000
Number of returns with salaries and wages 3,250
Salaries and wages amount $33,143
Number of returns with taxable interest 1,090
Taxable interest amount $681
Number of returns with ordinary dividends 870
Ordinary dividends amount $1,480,000
Number of returns with qualified dividends 810
Qualified dividends amount [6] $967
Number of returns with state and local income tax refunds 50
State and local income tax refunds amount $42
Number of returns with business or professional net income (less loss) 390
Business or professional net income (less loss) amount $2,116,000
Number of returns with net capital gain (less loss) 690
Net capital gain (less loss) amount $899,000
Number of returns with taxable individual retirement arrangements distributions 470
Taxable individual retirement arrangements distributions amount $2,821,000
Number of returns with taxable pensions and annuities 860
Taxable pensions and annuities amount $7,753,000
Number of farm returns 20
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $335,000
Number of returns with taxable Social Security benefits 380
Taxable Social Security benefits amount $714,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount ($421,000)
Number of returns with total statutory adjustments 570
Total statutory adjustments amount $1,060,000
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 50
Self-employment health insurance deduction amount $160,000
Number of returns with IRA payments 30
IRA payments amount $69,000
Number of returns with student loan interest deduction 210
Student loan interest deduction amount $245,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $139,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 350
Total itemized deductions amount $6,014,000
Amount of AGI for itemized returns $5,308,000
Number of returns with State and local income taxes 100
State and local income taxes amount $262,000
Number of returns with State and local general sales tax 200
State and local general sales tax amount $161,000
Number of returns with real estate taxes 260
Real estate taxes amount $1,410,000
Number of returns with taxes paid 330
Taxes paid amount $1,862,000
Number of returns with mortgage interest paid 150
Mortgage interest paid amount $831,000
Number of returns with contributions 240
Contributions amount $440,000
Number of returns with taxable income 2,150
Taxable income amount $13,029,000
Number of returns with income tax before credits 2,050
Income tax before credits amount $1,350,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 440
Total tax credits amount $160,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 150
Nonrefundable education credit amount $107,000
Number of returns with retirement savings contribution credit 160
Retirement savings contribution credit amount $26,000
Number of returns with child tax credit 40
Child tax credit amount $16,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 310
Self-employment tax amount $411,000
Number of returns with total tax payments 3,800
Total tax payments amount $5,421,000
Number of returns with earned income credit 610
Earned income credit amount [8] $942,000
Number of returns with excess earned income credit 480
Excess earned income credit (refundable) amount [9] $802,000
Number of returns with additional child tax credit 200
Additional child tax credit amount $210,000
Number of returns with refundable education credit 150
Refundable education credit amount $142,000
Number of returns with income tax 1,850
Income tax amount [10] $1,191,000
Number of returns with tax liability 2,100
Total tax liability amount [11] $1,639,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 410
Tax due at time of filing amount [12] $330,000
Number of returns with overpayments refunded 3,560
Overpayments refunded amount [13] $3,964,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $66,000

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

Number of returns 2,860
Number of single returns 1,930
Number of joint returns 600
Number of head of household returns 270
Number of returns with paid preparer's signature 1,590
Number of exemptions 4,170
Number of dependents 760
Total number of volunteer prepared returns [5] 80
Number of volunteer income tax assistance (VITA) prepared returns [3] 20
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] 240
Number of elderly returns [4] 920
Adjust gross income (AGI) [5] $105,343,000
Number of returns with total income 2,860
Salaries and wages amount $107,131,000
Number of returns with salaries and wages 2,190
Salaries and wages amount $74,445
Number of returns with taxable interest 1,000
Taxable interest amount $650
Number of returns with ordinary dividends 660
Ordinary dividends amount $1,788,000
Number of returns with qualified dividends 600
Qualified dividends amount [6] $1,208
Number of returns with state and local income tax refunds 180
State and local income tax refunds amount $107
Number of returns with business or professional net income (less loss) 280
Business or professional net income (less loss) amount $2,958,000
Number of returns with net capital gain (less loss) 470
Net capital gain (less loss) amount $847,000
Number of returns with taxable individual retirement arrangements distributions 450
Taxable individual retirement arrangements distributions amount $4,577,000
Number of returns with taxable pensions and annuities 790
Taxable pensions and annuities amount $14,241,000
Number of farm returns 0
Number of returns with unemployment compensation 130
Unemployment compensation amount [7] $660,000
Number of returns with taxable Social Security benefits 780
Taxable Social Security benefits amount $5,919,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $304,000
Number of returns with total statutory adjustments 810
Total statutory adjustments amount $1,788,000
Number of returns with educator expenses 60
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 60
Self-employment health insurance deduction amount $254,000
Number of returns with IRA payments 60
IRA payments amount $235,000
Number of returns with student loan interest deduction 510
Student loan interest deduction amount $621,000
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 570
Total itemized deductions amount $9,188,000
Amount of AGI for itemized returns $22,212,000
Number of returns with State and local income taxes 330
State and local income taxes amount $635,000
Number of returns with State and local general sales tax 230
State and local general sales tax amount $281,000
Number of returns with real estate taxes 490
Real estate taxes amount $2,515,000
Number of returns with taxes paid 570
Taxes paid amount $3,465,000
Number of returns with mortgage interest paid 350
Mortgage interest paid amount $1,489,000
Number of returns with contributions 460
Contributions amount $906,000
Number of returns with taxable income 2,790
Taxable income amount $60,878,000
Number of returns with income tax before credits 2,760
Income tax before credits amount $7,545,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 840
Total tax credits amount $617,000
Number of returns with foreign tax credit 150
Foreign tax credit amount $9,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $35,000
Number of returns with nonrefundable education credit 190
Nonrefundable education credit amount $221,000
Number of returns with retirement savings contribution credit 330
Retirement savings contribution credit amount $58,000
Number of returns with child tax credit 290
Child tax credit amount $283,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $15,000
Number of returns with self-employment tax 230
Self-employment tax amount $531,000
Number of returns with total tax payments 2,740
Total tax payments amount $11,961,000
Number of returns with earned income credit 310
Earned income credit amount [8] $560,000
Number of returns with excess earned income credit 220
Excess earned income credit (refundable) amount [9] $433,000
Number of returns with additional child tax credit 190
Additional child tax credit amount $261,000
Number of returns with refundable education credit 110
Refundable education credit amount $102,000
Number of returns with income tax 2,570
Income tax amount [10] $6,928,000
Number of returns with tax liability 2,650
Total tax liability amount [11] $7,541,000
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] $618,000
Number of returns with overpayments refunded 2,320
Overpayments refunded amount [13] $4,862,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $161,000

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

Number of returns 2,080
Number of single returns 1,070
Number of joint returns 750
Number of head of household returns 190
Number of returns with paid preparer's signature 1,310
Number of exemptions 3,650
Number of dependents 830
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] 840
Adjust gross income (AGI) [5] $128,456,000
Number of returns with total income 2,080
Salaries and wages amount $130,348,000
Number of returns with salaries and wages 1,570
Salaries and wages amount $83,967
Number of returns with taxable interest 1,110
Taxable interest amount $776
Number of returns with ordinary dividends 650
Ordinary dividends amount $2,557,000
Number of returns with qualified dividends 610
Qualified dividends amount [6] $1,779
Number of returns with state and local income tax refunds 380
State and local income tax refunds amount $252
Number of returns with business or professional net income (less loss) 240
Business or professional net income (less loss) amount $2,806,000
Number of returns with net capital gain (less loss) 520
Net capital gain (less loss) amount $2,118,000
Number of returns with taxable individual retirement arrangements distributions 420
Taxable individual retirement arrangements distributions amount $5,815,000
Number of returns with taxable pensions and annuities 730
Taxable pensions and annuities amount $18,788,000
Number of farm returns 0
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $385,000
Number of returns with taxable Social Security benefits 710
Taxable Social Security benefits amount $11,740,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $441,000
Number of returns with total statutory adjustments 650
Total statutory adjustments amount $1,892,000
Number of returns with educator expenses 90
Educator expenses amount $22,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $463,000
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $307,000
Number of returns with IRA payments 70
IRA payments amount $361,000
Number of returns with student loan interest deduction 360
Student loan interest deduction amount $439,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $58,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 870
Total itemized deductions amount $14,727,000
Amount of AGI for itemized returns $54,808,000
Number of returns with State and local income taxes 610
State and local income taxes amount $1,863,000
Number of returns with State and local general sales tax 240
State and local general sales tax amount $379,000
Number of returns with real estate taxes 770
Real estate taxes amount $4,324,000
Number of returns with taxes paid 870
Taxes paid amount $6,622,000
Number of returns with mortgage interest paid 570
Mortgage interest paid amount $2,645,000
Number of returns with contributions 710
Contributions amount $1,434,000
Number of returns with taxable income 2,070
Taxable income amount $87,471,000
Number of returns with income tax before credits 2,050
Income tax before credits amount $12,427,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 700
Total tax credits amount $835,000
Number of returns with foreign tax credit 200
Foreign tax credit amount $13,000
Number of returns with child and dependent care credit 80
Child and dependent care credit amount $41,000
Number of returns with nonrefundable education credit 130
Nonrefundable education credit amount $206,000
Number of returns with retirement savings contribution credit 80
Retirement savings contribution credit amount $14,000
Number of returns with child tax credit 350
Child tax credit amount $512,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $18,000
Number of returns with self-employment tax 170
Self-employment tax amount $528,000
Number of returns with total tax payments 2,040
Total tax payments amount $15,564,000
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 $88,000
Number of returns with refundable education credit 100
Refundable education credit amount $106,000
Number of returns with income tax 1,990
Income tax amount [10] $11,592,000
Number of returns with tax liability 2,010
Total tax liability amount [11] $12,225,000
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] $961,000
Number of returns with overpayments refunded 1,540
Overpayments refunded amount [13] $4,123,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $168,000

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

Number of returns 1,660
Number of single returns 510
Number of joint returns 970
Number of head of household returns 120
Number of returns with paid preparer's signature 1,150
Number of exemptions 3,550
Number of dependents 920
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] 60
Number of elderly returns [4] 730
Adjust gross income (AGI) [5] $144,079,000
Number of returns with total income 1,660
Salaries and wages amount $145,942,000
Number of returns with salaries and wages 1,280
Salaries and wages amount $90,999
Number of returns with taxable interest 1,130
Taxable interest amount $802
Number of returns with ordinary dividends 650
Ordinary dividends amount $2,578,000
Number of returns with qualified dividends 600
Qualified dividends amount [6] $1,826
Number of returns with state and local income tax refunds 490
State and local income tax refunds amount $402
Number of returns with business or professional net income (less loss) 240
Business or professional net income (less loss) amount $3,857,000
Number of returns with net capital gain (less loss) 530
Net capital gain (less loss) amount $2,335,000
Number of returns with taxable individual retirement arrangements distributions 410
Taxable individual retirement arrangements distributions amount $7,378,000
Number of returns with taxable pensions and annuities 660
Taxable pensions and annuities amount $21,559,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $349,000
Number of returns with taxable Social Security benefits 610
Taxable Social Security benefits amount $13,146,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $1,376,000
Number of returns with total statutory adjustments 490
Total statutory adjustments amount $1,863,000
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 50
Self-employment health insurance deduction amount $320,000
Number of returns with IRA payments 60
IRA payments amount $378,000
Number of returns with student loan interest deduction 220
Student loan interest deduction amount $259,000
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 960
Total itemized deductions amount $18,749,000
Amount of AGI for itemized returns $83,867,000
Number of returns with State and local income taxes 760
State and local income taxes amount $3,219,000
Number of returns with State and local general sales tax 190
State and local general sales tax amount $320,000
Number of returns with real estate taxes 860
Real estate taxes amount $5,535,000
Number of returns with taxes paid 950
Taxes paid amount $9,161,000
Number of returns with mortgage interest paid 700
Mortgage interest paid amount $3,719,000
Number of returns with contributions 820
Contributions amount $2,084,000
Number of returns with taxable income 1,660
Taxable income amount $102,730,000
Number of returns with income tax before credits 1,650
Income tax before credits amount $15,444,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 640
Total tax credits amount $883,000
Number of returns with foreign tax credit 200
Foreign tax credit amount $15,000
Number of returns with child and dependent care credit 80
Child and dependent care credit amount $45,000
Number of returns with nonrefundable education credit 130
Nonrefundable education credit amount $187,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 340
Child tax credit amount $567,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $34,000
Number of returns with self-employment tax 180
Self-employment tax amount $622,000
Number of returns with total tax payments 1,640
Total tax payments amount $17,929,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 100
Refundable education credit amount $103,000
Number of returns with income tax 1,640
Income tax amount [10] $14,560,000
Number of returns with tax liability 1,640
Total tax liability amount [11] $15,261,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 470
Tax due at time of filing amount [12] $1,228,000
Number of returns with overpayments refunded 1,140
Overpayments refunded amount [13] $3,748,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $126,000

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

Number of returns 3,380
Number of single returns 380
Number of joint returns 2,850
Number of head of household returns 110
Number of returns with paid preparer's signature 2,330
Number of exemptions 9,560
Number of dependents 3,340
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] 1,190
Adjust gross income (AGI) [5] $467,774,000
Number of returns with total income 3,380
Salaries and wages amount $474,721,000
Number of returns with salaries and wages 2,880
Salaries and wages amount $330,123
Number of returns with taxable interest 2,580
Taxable interest amount $3,069
Number of returns with ordinary dividends 1,620
Ordinary dividends amount $9,261,000
Number of returns with qualified dividends 1,510
Qualified dividends amount [6] $6,866
Number of returns with state and local income tax refunds 1,540
State and local income tax refunds amount $1,719
Number of returns with business or professional net income (less loss) 610
Business or professional net income (less loss) amount $15,120,000
Number of returns with net capital gain (less loss) 1,340
Net capital gain (less loss) amount $11,460,000
Number of returns with taxable individual retirement arrangements distributions 740
Taxable individual retirement arrangements distributions amount $18,453,000
Number of returns with taxable pensions and annuities 1,090
Taxable pensions and annuities amount $47,630,000
Number of farm returns 20
Number of returns with unemployment compensation 120
Unemployment compensation amount [7] $660,000
Number of returns with taxable Social Security benefits 880
Taxable Social Security benefits amount $22,952,000
Number of returns with partnership/S-corp net income (less loss) 380
Partnership/S-corp net income (less loss) amount $9,978,000
Number of returns with total statutory adjustments 1,370
Total statutory adjustments amount $6,947,000
Number of returns with educator expenses 320
Educator expenses amount $89,000
Number of returns with self-employment retirement plans 80
Self-employment retirement plans amount $1,316,000
Number of returns with self-employment health insurance deduction 160
Self-employment health insurance deduction amount $1,409,000
Number of returns with IRA payments 140
IRA payments amount $768,000
Number of returns with student loan interest deduction 520
Student loan interest deduction amount $619,000
Number of returns with tuition and fees deduction 70
Tuition and fees deduction amount $128,000
Returns with domestic production activities deduction 40
Domestic production activities deduction amount $117,000
Number of returns with itemized deductions 2,910
Total itemized deductions amount $74,610,000
Amount of AGI for itemized returns $409,168,000
Number of returns with State and local income taxes 2,650
State and local income taxes amount $20,216,000
Number of returns with State and local general sales tax 230
State and local general sales tax amount $602,000
Number of returns with real estate taxes 2,790
Real estate taxes amount $22,664,000
Number of returns with taxes paid 2,910
Taxes paid amount $43,746,000
Number of returns with mortgage interest paid 2,330
Mortgage interest paid amount $14,905,000
Number of returns with contributions 2,640
Contributions amount $8,319,000
Number of returns with taxable income 3,380
Taxable income amount $348,427,000
Number of returns with income tax before credits 3,370
Income tax before credits amount $59,352,000
Number of returns with alternative minimum tax 170
Alternative minimum tax amount $293,000
Number of returns with total tax credits 1,620
Total tax credits amount $2,052,000
Number of returns with foreign tax credit 520
Foreign tax credit amount $124,000
Number of returns with child and dependent care credit 350
Child and dependent care credit amount $185,000
Number of returns with nonrefundable education credit 370
Nonrefundable education credit amount $559,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 710
Child tax credit amount $970,000
Number of returns with residential energy tax credit 100
Residential energy tax credit amount $45,000
Number of returns with self-employment tax 490
Self-employment tax amount $2,621,000
Number of returns with total tax payments 3,360
Total tax payments amount $66,528,000
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 $344,000
Number of returns with income tax 3,370
Income tax amount [10] $57,300,000
Number of returns with tax liability 3,370
Total tax liability amount [11] $60,237,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,040
Tax due at time of filing amount [12] $4,803,000
Number of returns with overpayments refunded 2,180
Overpayments refunded amount [13] $10,174,000
Number of returns with credit to next year’s estimated tax 200
Credited to next year’s estimated tax amount $857,000

Adjusted Gross Income: $200,000 or more

Number of returns 1,610
Number of single returns 90
Number of joint returns 1,480
Number of head of household returns 30
Number of returns with paid preparer's signature 1,270
Number of exemptions 5,150
Number of dependents 2,060
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] 500
Adjust gross income (AGI) [5] $810,211,000
Number of returns with total income 1,610
Salaries and wages amount $828,099,000
Number of returns with salaries and wages 1,440
Salaries and wages amount $458,933
Number of returns with taxable interest 1,420
Taxable interest amount $8,146
Number of returns with ordinary dividends 1,100
Ordinary dividends amount $25,243,000
Number of returns with qualified dividends 1,070
Qualified dividends amount [6] $20,974
Number of returns with state and local income tax refunds 620
State and local income tax refunds amount $4,146
Number of returns with business or professional net income (less loss) 440
Business or professional net income (less loss) amount $38,861,000
Number of returns with net capital gain (less loss) 1,070
Net capital gain (less loss) amount $92,849,000
Number of returns with taxable individual retirement arrangements distributions 290
Taxable individual retirement arrangements distributions amount $13,333,000
Number of returns with taxable pensions and annuities 380
Taxable pensions and annuities amount $18,200,000
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 280
Taxable Social Security benefits amount $7,882,000
Number of returns with partnership/S-corp net income (less loss) 570
Partnership/S-corp net income (less loss) amount $149,572,000
Number of returns with total statutory adjustments 720
Total statutory adjustments amount $17,888,000
Number of returns with educator expenses 80
Educator expenses amount $21,000
Number of returns with self-employment retirement plans 190
Self-employment retirement plans amount $7,208,000
Number of returns with self-employment health insurance deduction 240
Self-employment health insurance deduction amount $3,234,000
Number of returns with IRA payments 20
IRA payments amount $266,000
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 60
Domestic production activities deduction amount $1,699,000
Number of returns with itemized deductions 1,590
Total itemized deductions amount $110,373,000
Amount of AGI for itemized returns $802,263,000
Number of returns with State and local income taxes 1,560
State and local income taxes amount $62,162,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $127,000
Number of returns with real estate taxes 1,530
Real estate taxes amount $21,667,000
Number of returns with taxes paid 1,590
Taxes paid amount $84,141,000
Number of returns with mortgage interest paid 1,180
Mortgage interest paid amount $11,478,000
Number of returns with contributions 1,510
Contributions amount $17,518,000
Number of returns with taxable income 1,610
Taxable income amount $686,089,000
Number of returns with income tax before credits 1,610
Income tax before credits amount $195,191,000
Number of returns with alternative minimum tax 1,180
Alternative minimum tax amount $9,233,000
Number of returns with total tax credits 780
Total tax credits amount $2,653,000
Number of returns with foreign tax credit 580
Foreign tax credit amount $1,083,000
Number of returns with child and dependent care credit 160
Child and dependent care credit amount $75,000
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 60
Residential energy tax credit amount $78,000
Number of returns with self-employment tax 490
Self-employment tax amount $5,762,000
Number of returns with total tax payments 1,610
Total tax payments amount $199,955,000
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 1,610
Income tax amount [10] $192,538,000
Number of returns with tax liability 1,610
Total tax liability amount [11] $203,648,000
Number of returns with net investment income tax 970
Net investment income tax $2,835,000
Number of returns with tax due at time of filing 800
Tax due at time of filing amount [12] $19,657,000
Number of returns with overpayments refunded 560
Overpayments refunded amount [13] $6,049,000
Number of returns with credit to next year’s estimated tax 280
Credited to next year’s estimated tax amount $9,721,000

[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.