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ZIP Code Database - Facts & Stats

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ZIP Code 14225 Income Tax Stats

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

ZIP Code 14225 Data

Zip Code:14225
City:Buffalo
State:NY [New York]
Counties: ERIE, NY
City Alias(es):Buffalo
Area Code:716
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


14225 Income Tax Overview

Total Number of Tax Returns for ZIP Code 14225 [1] 18,030
Total Number of Single Tax Returns for ZIP Code 14225 5,110
Total Number of Joint Tax Returns for ZIP Code 14225 5,160
Total Number of Dependents for ZIP Code 14225 7,660
Total Adjusted Gross Income for ZIP Code 14225 $817,411,000
Average Income per Person for ZIP Code 14225 $24,484
Average Income per Household for ZIP Code 14225 $45,336

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 6,330
Number of single returns 4,660
Number of joint returns 680
Number of head of household returns 890
Number of returns with paid preparer's signature 3,010
Number of exemptions 8,060
Number of dependents 2,010
Total number of volunteer prepared returns [5] 270
Number of volunteer income tax assistance (VITA) prepared returns [3] 140
Number of tax counseling for the elderly (TCE) prepared returns [3] 130
Number of volunteer prepared returns with Earned Income Credit 50
Number of refund anticipation check returns [3] 880
Number of elderly returns [4] 1,710
Adjust gross income (AGI) [5] $83,741,000
Number of returns with total income 6,330
Salaries and wages amount $84,728,000
Number of returns with salaries and wages 4,840
Salaries and wages amount $63,351
Number of returns with taxable interest 1,320
Taxable interest amount $552
Number of returns with ordinary dividends 680
Ordinary dividends amount $815,000
Number of returns with qualified dividends 620
Qualified dividends amount [6] $487
Number of returns with state and local income tax refunds 60
State and local income tax refunds amount $24
Number of returns with business or professional net income (less loss) 530
Business or professional net income (less loss) amount $3,198,000
Number of returns with net capital gain (less loss) 480
Net capital gain (less loss) amount $208,000
Number of returns with taxable individual retirement arrangements distributions 640
Taxable individual retirement arrangements distributions amount $3,237,000
Number of returns with taxable pensions and annuities 1,260
Taxable pensions and annuities amount $10,984,000
Number of farm returns 0
Number of returns with unemployment compensation 220
Unemployment compensation amount [7] $870,000
Number of returns with taxable Social Security benefits 450
Taxable Social Security benefits amount $776,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $267,000
Number of returns with total statutory adjustments 820
Total statutory adjustments amount $987,000
Number of returns with educator expenses 20
Educator expenses amount $5,000
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 $65,000
Number of returns with IRA payments 40
IRA payments amount $137,000
Number of returns with student loan interest deduction 320
Student loan interest deduction amount $239,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $129,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 310
Total itemized deductions amount $4,088,000
Amount of AGI for itemized returns $4,734,000
Number of returns with State and local income taxes 110
State and local income taxes amount $99,000
Number of returns with State and local general sales tax 180
State and local general sales tax amount $146,000
Number of returns with real estate taxes 260
Real estate taxes amount $932,000
Number of returns with taxes paid 310
Taxes paid amount $1,251,000
Number of returns with mortgage interest paid 180
Mortgage interest paid amount $586,000
Number of returns with contributions 220
Contributions amount $391,000
Number of returns with taxable income 3,200
Taxable income amount $20,793,000
Number of returns with income tax before credits 3,160
Income tax before credits amount $2,175,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 800
Total tax credits amount $269,000
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 $15,000
Number of returns with nonrefundable education credit 230
Nonrefundable education credit amount $135,000
Number of returns with retirement savings contribution credit 330
Retirement savings contribution credit amount $51,000
Number of returns with child tax credit 180
Child tax credit amount $64,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 440
Self-employment tax amount $543,000
Number of returns with total tax payments 5,770
Total tax payments amount $12,314,000
Number of returns with earned income credit 1,930
Earned income credit amount [8] $4,503,000
Number of returns with excess earned income credit 1,700
Excess earned income credit (refundable) amount [9] $4,180,000
Number of returns with additional child tax credit 960
Additional child tax credit amount $1,180,000
Number of returns with refundable education credit 250
Refundable education credit amount $219,000
Number of returns with income tax 2,720
Income tax amount [10] $1,905,000
Number of returns with tax liability 3,150
Total tax liability amount [11] $2,545,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 420
Tax due at time of filing amount [12] $319,000
Number of returns with overpayments refunded 5,510
Overpayments refunded amount [13] $10,060,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $17,000

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

Number of returns 5,670
Number of single returns 3,620
Number of joint returns 960
Number of head of household returns 900
Number of returns with paid preparer's signature 2,830
Number of exemptions 8,890
Number of dependents 2,280
Total number of volunteer prepared returns [5] 190
Number of volunteer income tax assistance (VITA) prepared returns [3] 130
Number of tax counseling for the elderly (TCE) prepared returns [3] 60
Number of volunteer prepared returns with Earned Income Credit 30
Number of refund anticipation check returns [3] 750
Number of elderly returns [4] 1,190
Adjust gross income (AGI) [5] $206,946,000
Number of returns with total income 5,670
Salaries and wages amount $209,231,000
Number of returns with salaries and wages 5,070
Salaries and wages amount $175,097
Number of returns with taxable interest 1,800
Taxable interest amount $542
Number of returns with ordinary dividends 670
Ordinary dividends amount $1,124,000
Number of returns with qualified dividends 620
Qualified dividends amount [6] $749
Number of returns with state and local income tax refunds 390
State and local income tax refunds amount $138
Number of returns with business or professional net income (less loss) 440
Business or professional net income (less loss) amount $3,644,000
Number of returns with net capital gain (less loss) 460
Net capital gain (less loss) amount $791,000
Number of returns with taxable individual retirement arrangements distributions 450
Taxable individual retirement arrangements distributions amount $3,444,000
Number of returns with taxable pensions and annuities 1,030
Taxable pensions and annuities amount $15,942,000
Number of farm returns 0
Number of returns with unemployment compensation 290
Unemployment compensation amount [7] $1,350,000
Number of returns with taxable Social Security benefits 890
Taxable Social Security benefits amount $5,924,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $487,000
Number of returns with total statutory adjustments 1,390
Total statutory adjustments amount $2,285,000
Number of returns with educator expenses 90
Educator expenses amount $20,000
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 $181,000
Number of returns with IRA payments 110
IRA payments amount $430,000
Number of returns with student loan interest deduction 940
Student loan interest deduction amount $998,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $34,000
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 $11,869,000
Amount of AGI for itemized returns $40,833,000
Number of returns with State and local income taxes 850
State and local income taxes amount $1,645,000
Number of returns with State and local general sales tax 170
State and local general sales tax amount $263,000
Number of returns with real estate taxes 950
Real estate taxes amount $3,528,000
Number of returns with taxes paid 1,040
Taxes paid amount $5,517,000
Number of returns with mortgage interest paid 840
Mortgage interest paid amount $2,700,000
Number of returns with contributions 720
Contributions amount $1,026,000
Number of returns with taxable income 5,590
Taxable income amount $121,249,000
Number of returns with income tax before credits 5,570
Income tax before credits amount $15,225,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,910
Total tax credits amount $1,511,000
Number of returns with foreign tax credit 120
Foreign tax credit amount $7,000
Number of returns with child and dependent care credit 190
Child and dependent care credit amount $109,000
Number of returns with nonrefundable education credit 360
Nonrefundable education credit amount $385,000
Number of returns with retirement savings contribution credit 850
Retirement savings contribution credit amount $149,000
Number of returns with child tax credit 890
Child tax credit amount $814,000
Number of returns with residential energy tax credit 100
Residential energy tax credit amount $41,000
Number of returns with self-employment tax 300
Self-employment tax amount $646,000
Number of returns with total tax payments 5,600
Total tax payments amount $24,887,000
Number of returns with earned income credit 990
Earned income credit amount [8] $2,057,000
Number of returns with excess earned income credit 810
Excess earned income credit (refundable) amount [9] $1,724,000
Number of returns with additional child tax credit 610
Additional child tax credit amount $856,000
Number of returns with refundable education credit 230
Refundable education credit amount $203,000
Number of returns with income tax 4,950
Income tax amount [10] $13,714,000
Number of returns with tax liability 5,080
Total tax liability amount [11] $14,587,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 660
Tax due at time of filing amount [12] $1,029,000
Number of returns with overpayments refunded 4,980
Overpayments refunded amount [13] $11,275,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $31,000

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

Number of returns 2,970
Number of single returns 1,330
Number of joint returns 1,230
Number of head of household returns 310
Number of returns with paid preparer's signature 1,740
Number of exemptions 5,600
Number of dependents 1,400
Total number of volunteer prepared returns [5] 60
Number of volunteer income tax assistance (VITA) prepared returns [3] 30
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] 250
Number of elderly returns [4] 800
Adjust gross income (AGI) [5] $182,200,000
Number of returns with total income 2,970
Salaries and wages amount $183,740,000
Number of returns with salaries and wages 2,650
Salaries and wages amount $147,186
Number of returns with taxable interest 1,550
Taxable interest amount $644
Number of returns with ordinary dividends 530
Ordinary dividends amount $1,000,000
Number of returns with qualified dividends 490
Qualified dividends amount [6] $740
Number of returns with state and local income tax refunds 510
State and local income tax refunds amount $254
Number of returns with business or professional net income (less loss) 250
Business or professional net income (less loss) amount $2,067,000
Number of returns with net capital gain (less loss) 370
Net capital gain (less loss) amount $941,000
Number of returns with taxable individual retirement arrangements distributions 350
Taxable individual retirement arrangements distributions amount $4,082,000
Number of returns with taxable pensions and annuities 720
Taxable pensions and annuities amount $16,029,000
Number of farm returns 0
Number of returns with unemployment compensation 140
Unemployment compensation amount [7] $663,000
Number of returns with taxable Social Security benefits 620
Taxable Social Security benefits amount $9,437,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $583,000
Number of returns with total statutory adjustments 850
Total statutory adjustments amount $1,540,000
Number of returns with educator expenses 70
Educator expenses amount $18,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $200,000
Number of returns with IRA payments 80
IRA payments amount $305,000
Number of returns with student loan interest deduction 550
Student loan interest deduction amount $604,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $103,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,060
Total itemized deductions amount $13,649,000
Amount of AGI for itemized returns $65,565,000
Number of returns with State and local income taxes 950
State and local income taxes amount $2,945,000
Number of returns with State and local general sales tax 100
State and local general sales tax amount $163,000
Number of returns with real estate taxes 970
Real estate taxes amount $3,713,000
Number of returns with taxes paid 1,060
Taxes paid amount $6,915,000
Number of returns with mortgage interest paid 880
Mortgage interest paid amount $2,895,000
Number of returns with contributions 780
Contributions amount $1,552,000
Number of returns with taxable income 2,960
Taxable income amount $125,942,000
Number of returns with income tax before credits 2,960
Income tax before credits amount $18,022,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,050
Total tax credits amount $1,420,000
Number of returns with foreign tax credit 120
Foreign tax credit amount $9,000
Number of returns with child and dependent care credit 130
Child and dependent care credit amount $69,000
Number of returns with nonrefundable education credit 230
Nonrefundable education credit amount $319,000
Number of returns with retirement savings contribution credit 230
Retirement savings contribution credit amount $41,000
Number of returns with child tax credit 640
Child tax credit amount $951,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $18,000
Number of returns with self-employment tax 180
Self-employment tax amount $328,000
Number of returns with total tax payments 2,950
Total tax payments amount $22,234,000
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 60
Additional child tax credit amount $72,000
Number of returns with refundable education credit 170
Refundable education credit amount $170,000
Number of returns with income tax 2,900
Income tax amount [10] $16,601,000
Number of returns with tax liability 2,910
Total tax liability amount [11] $17,092,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 570
Tax due at time of filing amount [12] $1,018,000
Number of returns with overpayments refunded 2,380
Overpayments refunded amount [13] $6,078,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $106,000

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

Number of returns 1,700
Number of single returns 410
Number of joint returns 1,150
Number of head of household returns 110
Number of returns with paid preparer's signature 1,050
Number of exemptions 3,850
Number of dependents 1,010
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] 460
Adjust gross income (AGI) [5] $145,837,000
Number of returns with total income 1,700
Salaries and wages amount $147,007,000
Number of returns with salaries and wages 1,540
Salaries and wages amount $118,096
Number of returns with taxable interest 1,080
Taxable interest amount $454
Number of returns with ordinary dividends 410
Ordinary dividends amount $1,049,000
Number of returns with qualified dividends 380
Qualified dividends amount [6] $728
Number of returns with state and local income tax refunds 380
State and local income tax refunds amount $232
Number of returns with business or professional net income (less loss) 160
Business or professional net income (less loss) amount $1,644,000
Number of returns with net capital gain (less loss) 300
Net capital gain (less loss) amount $1,220,000
Number of returns with taxable individual retirement arrangements distributions 230
Taxable individual retirement arrangements distributions amount $2,790,000
Number of returns with taxable pensions and annuities 480
Taxable pensions and annuities amount $13,018,000
Number of farm returns 0
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $420,000
Number of returns with taxable Social Security benefits 360
Taxable Social Security benefits amount $7,040,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $407,000
Number of returns with total statutory adjustments 540
Total statutory adjustments amount $1,170,000
Number of returns with educator expenses 80
Educator expenses amount $20,000
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 60
IRA payments amount $322,000
Number of returns with student loan interest deduction 350
Student loan interest deduction amount $439,000
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 710
Total itemized deductions amount $11,412,000
Amount of AGI for itemized returns $61,296,000
Number of returns with State and local income taxes 640
State and local income taxes amount $2,871,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $105,000
Number of returns with real estate taxes 670
Real estate taxes amount $2,831,000
Number of returns with taxes paid 710
Taxes paid amount $5,885,000
Number of returns with mortgage interest paid 580
Mortgage interest paid amount $2,086,000
Number of returns with contributions 570
Contributions amount $1,523,000
Number of returns with taxable income 1,690
Taxable income amount $107,011,000
Number of returns with income tax before credits 1,690
Income tax before credits amount $15,964,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 670
Total tax credits amount $1,025,000
Number of returns with foreign tax credit 100
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 120
Child and dependent care credit amount $57,000
Number of returns with nonrefundable education credit 160
Nonrefundable education credit amount $225,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 450
Child tax credit amount $685,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $23,000
Number of returns with self-employment tax 100
Self-employment tax amount $269,000
Number of returns with total tax payments 1,680
Total tax payments amount $18,406,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 120
Refundable education credit amount $119,000
Number of returns with income tax 1,690
Income tax amount [10] $14,939,000
Number of returns with tax liability 1,690
Total tax liability amount [11] $15,339,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 360
Tax due at time of filing amount [12] $941,000
Number of returns with overpayments refunded 1,320
Overpayments refunded amount [13] $3,948,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 1,280
Number of single returns 180
Number of joint returns 1,090
Number of head of household returns 30
Number of returns with paid preparer's signature 810
Number of exemptions 3,300
Number of dependents 930
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] 60
Number of elderly returns [4] 350
Adjust gross income (AGI) [5] $160,944,000
Number of returns with total income 1,280
Salaries and wages amount $162,125,000
Number of returns with salaries and wages 1,190
Salaries and wages amount $128,837
Number of returns with taxable interest 900
Taxable interest amount $513
Number of returns with ordinary dividends 390
Ordinary dividends amount $1,080,000
Number of returns with qualified dividends 360
Qualified dividends amount [6] $835
Number of returns with state and local income tax refunds 410
State and local income tax refunds amount $321
Number of returns with business or professional net income (less loss) 190
Business or professional net income (less loss) amount $2,673,000
Number of returns with net capital gain (less loss) 300
Net capital gain (less loss) amount $2,309,000
Number of returns with taxable individual retirement arrangements distributions 190
Taxable individual retirement arrangements distributions amount $3,645,000
Number of returns with taxable pensions and annuities 400
Taxable pensions and annuities amount $14,829,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $221,000
Number of returns with taxable Social Security benefits 270
Taxable Social Security benefits amount $6,345,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $1,145,000
Number of returns with total statutory adjustments 500
Total statutory adjustments amount $1,181,000
Number of returns with educator expenses 90
Educator expenses amount $23,000
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 $242,000
Number of returns with IRA payments 40
IRA payments amount $163,000
Number of returns with student loan interest deduction 300
Student loan interest deduction amount $391,000
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 870
Total itemized deductions amount $17,080,000
Amount of AGI for itemized returns $111,909,000
Number of returns with State and local income taxes 820
State and local income taxes amount $5,612,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $110,000
Number of returns with real estate taxes 840
Real estate taxes amount $3,820,000
Number of returns with taxes paid 870
Taxes paid amount $9,624,000
Number of returns with mortgage interest paid 750
Mortgage interest paid amount $2,697,000
Number of returns with contributions 760
Contributions amount $2,395,000
Number of returns with taxable income 1,280
Taxable income amount $125,306,000
Number of returns with income tax before credits 1,280
Income tax before credits amount $21,066,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 520
Total tax credits amount $719,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $50,000
Number of returns with nonrefundable education credit 170
Nonrefundable education credit amount $246,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 270
Child tax credit amount $365,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $33,000
Number of returns with self-employment tax 130
Self-employment tax amount $391,000
Number of returns with total tax payments 1,280
Total tax payments amount $22,825,000
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 140
Refundable education credit amount $139,000
Number of returns with income tax 1,280
Income tax amount [10] $20,347,000
Number of returns with tax liability 1,280
Total tax liability amount [11] $20,843,000
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] $1,484,000
Number of returns with overpayments refunded 870
Overpayments refunded amount [13] $3,383,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $290,000

Adjusted Gross Income: $200,000 or more

Number of returns 80
Number of single returns 0
Number of joint returns 50
Number of head of household returns 0
Number of returns with paid preparer's signature 60
Number of exemptions 160
Number of dependents 30
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] 30
Adjust gross income (AGI) [5] $37,743,000
Number of returns with total income 80
Salaries and wages amount $38,541,000
Number of returns with salaries and wages 70
Salaries and wages amount $13,176
Number of returns with taxable interest 60
Taxable interest amount $465
Number of returns with ordinary dividends 40
Ordinary dividends amount $526,000
Number of returns with qualified dividends 40
Qualified dividends amount [6] $405
Number of returns with state and local income tax refunds 30
State and local income tax refunds amount $342
Number of returns with business or professional net income (less loss) 0
Business or professional net income (less loss) amount $0
Number of returns with net capital gain (less loss) 40
Net capital gain (less loss) amount $360,000
Number of returns with taxable individual retirement arrangements distributions 0
Taxable individual retirement arrangements distributions amount $0
Number of returns with taxable pensions and annuities 20
Taxable pensions and annuities amount $1,819,000
Number of farm returns 0
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 0
Taxable Social Security benefits amount $0
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $13,727,000
Number of returns with total statutory adjustments 30
Total statutory adjustments amount $798,000
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 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 70
Total itemized deductions amount $6,354,000
Amount of AGI for itemized returns $36,586,000
Number of returns with State and local income taxes 70
State and local income taxes amount $2,996,000
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 60
Real estate taxes amount $486,000
Number of returns with taxes paid 70
Taxes paid amount $3,487,000
Number of returns with mortgage interest paid 50
Mortgage interest paid amount $277,000
Number of returns with contributions 60
Contributions amount $403,000
Number of returns with taxable income 80
Taxable income amount $30,855,000
Number of returns with income tax before credits 80
Income tax before credits amount $8,758,000
Number of returns with alternative minimum tax 50
Alternative minimum tax amount $136,000
Number of returns with total tax credits 30
Total tax credits amount $163,000
Number of returns with foreign tax credit 20
Foreign tax credit amount $29,000
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 0
Self-employment tax amount $0
Number of returns with total tax payments 80
Total tax payments amount $9,498,000
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 0
Refundable education credit amount $0
Number of returns with income tax 70
Income tax amount [10] $8,362,000
Number of returns with tax liability 70
Total tax liability amount [11] $8,884,000
Number of returns with net investment income tax 30
Net investment income tax $32,000
Number of returns with tax due at time of filing 30
Tax due at time of filing amount [12] $777,000
Number of returns with overpayments refunded 30
Overpayments refunded amount [13] $192,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

[1] The use of prior-year returns as a proxy for returns that are filed beyond the current processing year is consistent with SOI’s national, state, county, and ZIP code tabulations. A description of SOI’s sample, which is used as an input for the geographic data, and the use of prior-year returns, can be found at https://www.irs.gov/statistics/soi-tax-stats-individual-income-tax-returns-publication-1304-complete-report#_sec2.

[2] For complete individual income tax tabulations at the State level, see the historic table posted to Tax Stats at http://www.irs.gov/uac/SOI-Tax-Stats---Historic-Table-2.

[3] The "Number of volunteer prepared returns" shows counts of returns prepared by IRS-certified volunteers for taxpayers with limited income, persons with disabilities, limited English speaking taxpayers, current and former members of the military, and taxpayers who are 60 years of age and older.

[4] Includes primary taxpayers 60 years of age and older.

[5] Does not include returns with adjusted gross deficit.

[6] “Qualified dividends” are ordinary dividends received in tax years beginning after 2002 that meet certain conditions and receive preferential tax rates.

[7] Includes the Alaskan permanent fund, reported by residents of Alaska on Forms 1040A and 1040EZ's. 
This fund only applies to statistics in the totals, and the state of Alaska.

[8] Earned income credit includes both the refundable and non-refundable portions. The non-refundable portion could reduce income tax and certain related taxes to zero. The earned income credit amounts in excess of total tax liability, or amounts when there was no tax liability at all, were refundable. See footnote 9 below for explanation of the refundable portion of the earned income credit.

[9] The refundable portion of the earned income credit equals total income tax minus the earned income credit. If the result is negative, this amount is considered the refundable portion. No other refundable credits were taken into account for this calculation.

[10] Income tax reflects the amount reported on Form 1040 line 56. It also includes data from Form 1040A and 1040EZ filers.

[11] “Total tax liability” differs from “Income tax”, in that “Total tax liability” includes the taxes from recapture of certain prior-year credits, tax applicable to individual retirement arrangements (IRA's), social security taxes on self-employment income and on certain tip income, advanced earned income payments, household employment taxes, and certain other taxes listed in the Form 1040 instructions.

[12] Reflects payments to or withholdings made to "Total tax liability". This is the amount the tax filer owes when the income tax return is filed.

[13] The amount of overpayments the tax filer requested to have refunded.