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ZIP Code Database - Facts & Stats

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ZIP Code 14227 Income Tax Stats

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

ZIP Code 14227 Data

Zip Code:14227
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]


14227 Income Tax Overview

Total Number of Tax Returns for ZIP Code 14227 [1] 12,050
Total Number of Single Tax Returns for ZIP Code 14227 4,050
Total Number of Joint Tax Returns for ZIP Code 14227 4,120
Total Number of Dependents for ZIP Code 14227 4,410
Total Adjusted Gross Income for ZIP Code 14227 $598,917,000
Average Income per Person for ZIP Code 14227 $25,566
Average Income per Household for ZIP Code 14227 $49,703

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 3,940
Number of single returns 3,010
Number of joint returns 510
Number of head of household returns 380
Number of returns with paid preparer's signature 2,020
Number of exemptions 4,490
Number of dependents 820
Total number of volunteer prepared returns [5] 160
Number of volunteer income tax assistance (VITA) prepared returns [3] 60
Number of tax counseling for the elderly (TCE) prepared returns [3] 110
Number of volunteer prepared returns with Earned Income Credit 20
Number of refund anticipation check returns [3] 430
Number of elderly returns [4] 1,360
Adjust gross income (AGI) [5] $51,270,000
Number of returns with total income 3,940
Salaries and wages amount $51,796,000
Number of returns with salaries and wages 2,740
Salaries and wages amount $33,344
Number of returns with taxable interest 1,040
Taxable interest amount $418
Number of returns with ordinary dividends 540
Ordinary dividends amount $643,000
Number of returns with qualified dividends 480
Qualified dividends amount [6] $357
Number of returns with state and local income tax refunds 30
State and local income tax refunds amount $21
Number of returns with business or professional net income (less loss) 270
Business or professional net income (less loss) amount $1,769,000
Number of returns with net capital gain (less loss) 340
Net capital gain (less loss) amount $228,000
Number of returns with taxable individual retirement arrangements distributions 570
Taxable individual retirement arrangements distributions amount $2,960,000
Number of returns with taxable pensions and annuities 1,100
Taxable pensions and annuities amount $10,607,000
Number of farm returns 0
Number of returns with unemployment compensation 120
Unemployment compensation amount [7] $484,000
Number of returns with taxable Social Security benefits 450
Taxable Social Security benefits amount $775,000
Number of returns with partnership/S-corp net income (less loss) 20
Partnership/S-corp net income (less loss) amount $21,000
Number of returns with total statutory adjustments 440
Total statutory adjustments amount $526,000
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 20
IRA payments amount $72,000
Number of returns with student loan interest deduction 190
Student loan interest deduction amount $163,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $64,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 230
Total itemized deductions amount $3,090,000
Amount of AGI for itemized returns $3,681,000
Number of returns with State and local income taxes 60
State and local income taxes amount $56,000
Number of returns with State and local general sales tax 150
State and local general sales tax amount $140,000
Number of returns with real estate taxes 190
Real estate taxes amount $876,000
Number of returns with taxes paid 230
Taxes paid amount $1,104,000
Number of returns with mortgage interest paid 120
Mortgage interest paid amount $381,000
Number of returns with contributions 170
Contributions amount $285,000
Number of returns with taxable income 2,000
Taxable income amount $12,494,000
Number of returns with income tax before credits 1,970
Income tax before credits amount $1,303,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 420
Total tax credits amount $125,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 20
Child and dependent care credit amount $5,000
Number of returns with nonrefundable education credit 110
Nonrefundable education credit amount $58,000
Number of returns with retirement savings contribution credit 200
Retirement savings contribution credit amount $33,000
Number of returns with child tax credit 80
Child tax credit amount $26,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 220
Self-employment tax amount $280,000
Number of returns with total tax payments 3,540
Total tax payments amount $6,414,000
Number of returns with earned income credit 880
Earned income credit amount [8] $1,869,000
Number of returns with excess earned income credit 780
Excess earned income credit (refundable) amount [9] $1,713,000
Number of returns with additional child tax credit 410
Additional child tax credit amount $467,000
Number of returns with refundable education credit 110
Refundable education credit amount $97,000
Number of returns with income tax 1,750
Income tax amount [10] $1,177,000
Number of returns with tax liability 1,950
Total tax liability amount [11] $1,516,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 260
Tax due at time of filing amount [12] $195,000
Number of returns with overpayments refunded 3,380
Overpayments refunded amount [13] $5,071,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $23,000

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

Number of returns 3,420
Number of single returns 2,150
Number of joint returns 710
Number of head of household returns 450
Number of returns with paid preparer's signature 1,840
Number of exemptions 5,190
Number of dependents 1,070
Total number of volunteer prepared returns [5] 100
Number of volunteer income tax assistance (VITA) prepared returns [3] 60
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] 380
Number of elderly returns [4] 1,030
Adjust gross income (AGI) [5] $125,261,000
Number of returns with total income 3,420
Salaries and wages amount $126,469,000
Number of returns with salaries and wages 2,800
Salaries and wages amount $94,426
Number of returns with taxable interest 1,230
Taxable interest amount $564
Number of returns with ordinary dividends 540
Ordinary dividends amount $672,000
Number of returns with qualified dividends 500
Qualified dividends amount [6] $424
Number of returns with state and local income tax refunds 220
State and local income tax refunds amount $91
Number of returns with business or professional net income (less loss) 220
Business or professional net income (less loss) amount $1,740,000
Number of returns with net capital gain (less loss) 360
Net capital gain (less loss) amount $502,000
Number of returns with taxable individual retirement arrangements distributions 470
Taxable individual retirement arrangements distributions amount $3,764,000
Number of returns with taxable pensions and annuities 930
Taxable pensions and annuities amount $17,256,000
Number of farm returns 0
Number of returns with unemployment compensation 140
Unemployment compensation amount [7] $661,000
Number of returns with taxable Social Security benefits 840
Taxable Social Security benefits amount $5,898,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $395,000
Number of returns with total statutory adjustments 760
Total statutory adjustments amount $1,208,000
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 40
Self-employment health insurance deduction amount $181,000
Number of returns with IRA payments 70
IRA payments amount $242,000
Number of returns with student loan interest deduction 510
Student loan interest deduction amount $561,000
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 600
Total itemized deductions amount $7,216,000
Amount of AGI for itemized returns $23,245,000
Number of returns with State and local income taxes 410
State and local income taxes amount $752,000
Number of returns with State and local general sales tax 170
State and local general sales tax amount $225,000
Number of returns with real estate taxes 550
Real estate taxes amount $2,406,000
Number of returns with taxes paid 590
Taxes paid amount $3,440,000
Number of returns with mortgage interest paid 450
Mortgage interest paid amount $1,529,000
Number of returns with contributions 430
Contributions amount $703,000
Number of returns with taxable income 3,370
Taxable income amount $72,915,000
Number of returns with income tax before credits 3,350
Income tax before credits amount $9,115,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,000
Total tax credits amount $839,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $54,000
Number of returns with nonrefundable education credit 210
Nonrefundable education credit amount $254,000
Number of returns with retirement savings contribution credit 430
Retirement savings contribution credit amount $70,000
Number of returns with child tax credit 440
Child tax credit amount $440,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $10,000
Number of returns with self-employment tax 160
Self-employment tax amount $329,000
Number of returns with total tax payments 3,350
Total tax payments amount $14,557,000
Number of returns with earned income credit 460
Earned income credit amount [8] $875,000
Number of returns with excess earned income credit 370
Excess earned income credit (refundable) amount [9] $742,000
Number of returns with additional child tax credit 290
Additional child tax credit amount $346,000
Number of returns with refundable education credit 140
Refundable education credit amount $121,000
Number of returns with income tax 3,050
Income tax amount [10] $8,276,000
Number of returns with tax liability 3,120
Total tax liability amount [11] $8,708,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 460
Tax due at time of filing amount [12] $528,000
Number of returns with overpayments refunded 2,940
Overpayments refunded amount [13] $6,338,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 2,020
Number of single returns 980
Number of joint returns 800
Number of head of household returns 200
Number of returns with paid preparer's signature 1,290
Number of exemptions 3,640
Number of dependents 820
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] 150
Number of elderly returns [4] 700
Adjust gross income (AGI) [5] $124,010,000
Number of returns with total income 2,020
Salaries and wages amount $125,095,000
Number of returns with salaries and wages 1,680
Salaries and wages amount $90,732
Number of returns with taxable interest 1,060
Taxable interest amount $652
Number of returns with ordinary dividends 460
Ordinary dividends amount $734,000
Number of returns with qualified dividends 440
Qualified dividends amount [6] $523
Number of returns with state and local income tax refunds 360
State and local income tax refunds amount $186
Number of returns with business or professional net income (less loss) 140
Business or professional net income (less loss) amount $1,433,000
Number of returns with net capital gain (less loss) 310
Net capital gain (less loss) amount $565,000
Number of returns with taxable individual retirement arrangements distributions 310
Taxable individual retirement arrangements distributions amount $3,833,000
Number of returns with taxable pensions and annuities 660
Taxable pensions and annuities amount $16,427,000
Number of farm returns 0
Number of returns with unemployment compensation 110
Unemployment compensation amount [7] $491,000
Number of returns with taxable Social Security benefits 580
Taxable Social Security benefits amount $9,176,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $370,000
Number of returns with total statutory adjustments 520
Total statutory adjustments amount $1,085,000
Number of returns with educator expenses 50
Educator expenses amount $13,000
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 70
IRA payments amount $334,000
Number of returns with student loan interest deduction 310
Student loan interest deduction amount $343,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $39,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 760
Total itemized deductions amount $10,530,000
Amount of AGI for itemized returns $46,741,000
Number of returns with State and local income taxes 630
State and local income taxes amount $1,935,000
Number of returns with State and local general sales tax 120
State and local general sales tax amount $181,000
Number of returns with real estate taxes 690
Real estate taxes amount $3,096,000
Number of returns with taxes paid 760
Taxes paid amount $5,269,000
Number of returns with mortgage interest paid 580
Mortgage interest paid amount $2,070,000
Number of returns with contributions 580
Contributions amount $1,076,000
Number of returns with taxable income 2,020
Taxable income amount $85,915,000
Number of returns with income tax before credits 2,020
Income tax before credits amount $12,359,000
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 $771,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $6,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $34,000
Number of returns with nonrefundable education credit 120
Nonrefundable education credit amount $170,000
Number of returns with retirement savings contribution credit 120
Retirement savings contribution credit amount $20,000
Number of returns with child tax credit 360
Child tax credit amount $525,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $9,000
Number of returns with self-employment tax 100
Self-employment tax amount $228,000
Number of returns with total tax payments 2,010
Total tax payments amount $15,328,000
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 30
Additional child tax credit amount $45,000
Number of returns with refundable education credit 90
Refundable education credit amount $86,000
Number of returns with income tax 1,980
Income tax amount [10] $11,588,000
Number of returns with tax liability 1,990
Total tax liability amount [11] $11,912,000
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] $728,000
Number of returns with overpayments refunded 1,620
Overpayments refunded amount [13] $4,092,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $75,000

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

Number of returns 1,350
Number of single returns 300
Number of joint returns 950
Number of head of household returns 70
Number of returns with paid preparer's signature 900
Number of exemptions 3,080
Number of dependents 780
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] 480
Adjust gross income (AGI) [5] $116,398,000
Number of returns with total income 1,350
Salaries and wages amount $117,184,000
Number of returns with salaries and wages 1,160
Salaries and wages amount $87,270
Number of returns with taxable interest 840
Taxable interest amount $498
Number of returns with ordinary dividends 360
Ordinary dividends amount $751,000
Number of returns with qualified dividends 340
Qualified dividends amount [6] $581
Number of returns with state and local income tax refunds 350
State and local income tax refunds amount $224
Number of returns with business or professional net income (less loss) 90
Business or professional net income (less loss) amount $842,000
Number of returns with net capital gain (less loss) 270
Net capital gain (less loss) amount $902,000
Number of returns with taxable individual retirement arrangements distributions 230
Taxable individual retirement arrangements distributions amount $2,841,000
Number of returns with taxable pensions and annuities 470
Taxable pensions and annuities amount $14,383,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $227,000
Number of returns with taxable Social Security benefits 390
Taxable Social Security benefits amount $8,338,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $280,000
Number of returns with total statutory adjustments 350
Total statutory adjustments amount $786,000
Number of returns with educator expenses 50
Educator expenses amount $14,000
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 $138,000
Number of returns with IRA payments 50
IRA payments amount $268,000
Number of returns with student loan interest deduction 200
Student loan interest deduction amount $210,000
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 640
Total itemized deductions amount $10,715,000
Amount of AGI for itemized returns $55,310,000
Number of returns with State and local income taxes 560
State and local income taxes amount $2,366,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $122,000
Number of returns with real estate taxes 590
Real estate taxes amount $3,000,000
Number of returns with taxes paid 640
Taxes paid amount $5,576,000
Number of returns with mortgage interest paid 520
Mortgage interest paid amount $2,119,000
Number of returns with contributions 530
Contributions amount $1,084,000
Number of returns with taxable income 1,350
Taxable income amount $84,527,000
Number of returns with income tax before credits 1,350
Income tax before credits amount $12,510,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 510
Total tax credits amount $788,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $6,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $47,000
Number of returns with nonrefundable education credit 120
Nonrefundable education credit amount $167,000
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 $536,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $25,000
Number of returns with self-employment tax 70
Self-employment tax amount $134,000
Number of returns with total tax payments 1,340
Total tax payments amount $14,674,000
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 $92,000
Number of returns with income tax 1,350
Income tax amount [10] $11,721,000
Number of returns with tax liability 1,350
Total tax liability amount [11] $11,949,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 300
Tax due at time of filing amount [12] $704,000
Number of returns with overpayments refunded 1,040
Overpayments refunded amount [13] $3,396,000
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 1,240
Number of single returns 140
Number of joint returns 1,080
Number of head of household returns 30
Number of returns with paid preparer's signature 850
Number of exemptions 3,220
Number of dependents 890
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] 390
Adjust gross income (AGI) [5] $158,542,000
Number of returns with total income 1,240
Salaries and wages amount $159,346,000
Number of returns with salaries and wages 1,130
Salaries and wages amount $122,532
Number of returns with taxable interest 890
Taxable interest amount $547
Number of returns with ordinary dividends 420
Ordinary dividends amount $1,137,000
Number of returns with qualified dividends 400
Qualified dividends amount [6] $827
Number of returns with state and local income tax refunds 480
State and local income tax refunds amount $333
Number of returns with business or professional net income (less loss) 170
Business or professional net income (less loss) amount $2,162,000
Number of returns with net capital gain (less loss) 330
Net capital gain (less loss) amount $2,336,000
Number of returns with taxable individual retirement arrangements distributions 230
Taxable individual retirement arrangements distributions amount $4,150,000
Number of returns with taxable pensions and annuities 430
Taxable pensions and annuities amount $16,864,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $234,000
Number of returns with taxable Social Security benefits 290
Taxable Social Security benefits amount $6,999,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $2,466,000
Number of returns with total statutory adjustments 410
Total statutory adjustments amount $804,000
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 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 30
IRA payments amount $138,000
Number of returns with student loan interest deduction 240
Student loan interest deduction amount $292,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $41,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 910
Total itemized deductions amount $18,043,000
Amount of AGI for itemized returns $119,627,000
Number of returns with State and local income taxes 860
State and local income taxes amount $5,903,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $106,000
Number of returns with real estate taxes 870
Real estate taxes amount $4,823,000
Number of returns with taxes paid 910
Taxes paid amount $10,997,000
Number of returns with mortgage interest paid 760
Mortgage interest paid amount $3,104,000
Number of returns with contributions 820
Contributions amount $2,043,000
Number of returns with taxable income 1,240
Taxable income amount $123,132,000
Number of returns with income tax before credits 1,240
Income tax before credits amount $20,686,000
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 $663,000
Number of returns with foreign tax credit 110
Foreign tax credit amount $17,000
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $67,000
Number of returns with nonrefundable education credit 140
Nonrefundable education credit amount $217,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 260
Child tax credit amount $335,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $16,000
Number of returns with self-employment tax 130
Self-employment tax amount $385,000
Number of returns with total tax payments 1,240
Total tax payments amount $22,585,000
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 $126,000
Number of returns with income tax 1,240
Income tax amount [10] $20,027,000
Number of returns with tax liability 1,240
Total tax liability amount [11] $20,491,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 390
Tax due at time of filing amount [12] $1,402,000
Number of returns with overpayments refunded 840
Overpayments refunded amount [13] $3,430,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $152,000

Adjusted Gross Income: $200,000 or more

Number of returns 80
Number of single returns 0
Number of joint returns 70
Number of head of household returns 0
Number of returns with paid preparer's signature 70
Number of exemptions 180
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] $23,436,000
Number of returns with total income 80
Salaries and wages amount $23,679,000
Number of returns with salaries and wages 70
Salaries and wages amount $15,334
Number of returns with taxable interest 70
Taxable interest amount $211
Number of returns with ordinary dividends 40
Ordinary dividends amount $250,000
Number of returns with qualified dividends 40
Qualified dividends amount [6] $191
Number of returns with state and local income tax refunds 40
State and local income tax refunds amount $79
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 $804,000
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 $2,027,000
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) 0
Partnership/S-corp net income (less loss) amount $0
Number of returns with total statutory adjustments 30
Total statutory adjustments amount $243,000
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 80
Total itemized deductions amount $4,202,000
Amount of AGI for itemized returns $22,372,000
Number of returns with State and local income taxes 70
State and local income taxes amount $1,358,000
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 70
Real estate taxes amount $552,000
Number of returns with taxes paid 80
Taxes paid amount $1,934,000
Number of returns with mortgage interest paid 50
Mortgage interest paid amount $271,000
Number of returns with contributions 70
Contributions amount $331,000
Number of returns with taxable income 80
Taxable income amount $18,567,000
Number of returns with income tax before credits 80
Income tax before credits amount $4,473,000
Number of returns with alternative minimum tax 50
Alternative minimum tax amount $202,000
Number of returns with total tax credits 0
Total tax credits amount $0
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
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 $4,473,000
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 80
Income tax amount [10] $4,466,000
Number of returns with tax liability 80
Total tax liability amount [11] $4,626,000
Number of returns with net investment income tax 40
Net investment income tax $29,000
Number of returns with tax due at time of filing 40
Tax due at time of filing amount [12] $456,000
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.