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ZIP Code Database - Facts & Stats

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ZIP Code 14512 Income Tax Stats

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

ZIP Code 14512 Data

Zip Code:14512
City:Naples
State:NY [New York]
Counties: ONTARIO, NY
City Alias(es):Naples
Area Code:585
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





14512 Income Tax Overview

Total Number of Tax Returns for ZIP Code 14512 [1] 2,260
Total Number of Single Tax Returns for ZIP Code 14512 910
Total Number of Joint Tax Returns for ZIP Code 14512 970
Total Number of Dependents for ZIP Code 14512 1,100
Total Adjusted Gross Income for ZIP Code 14512 $135,544,000
Average Income per Person for ZIP Code 14512 $28,711
Average Income per Household for ZIP Code 14512 $59,975

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 850
Number of single returns 620
Number of joint returns 130
Number of head of household returns 90
Number of returns with paid preparer's signature 380
Number of exemptions 1,080
Number of dependents 250
Total number of volunteer prepared returns [5] 40
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
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] 120
Number of elderly returns [4] 220
Adjust gross income (AGI) [5] $10,289,000
Number of returns with total income 850
Salaries and wages amount $10,576,000
Number of returns with salaries and wages 630
Salaries and wages amount $7,066
Number of returns with taxable interest 180
Taxable interest amount $95
Number of returns with ordinary dividends 100
Ordinary dividends amount $175,000
Number of returns with qualified dividends 90
Qualified dividends amount [6] $120
Number of returns with state and local income tax refunds 0
State and local income tax refunds amount $0
Number of returns with business or professional net income (less loss) 140
Business or professional net income (less loss) amount $1,008,000
Number of returns with net capital gain (less loss) 90
Net capital gain (less loss) amount $81,000
Number of returns with taxable individual retirement arrangements distributions 70
Taxable individual retirement arrangements distributions amount $489,000
Number of returns with taxable pensions and annuities 140
Taxable pensions and annuities amount $1,145,000
Number of farm returns 20
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $107,000
Number of returns with taxable Social Security benefits 60
Taxable Social Security benefits amount $125,000
Number of returns with partnership/S-corp net income (less loss) 20
Partnership/S-corp net income (less loss) amount $130,000
Number of returns with total statutory adjustments 180
Total statutory adjustments amount $287,000
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 40
Self-employment health insurance deduction amount $133,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 40
Student loan interest deduction amount $38,000
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 40
Total itemized deductions amount $641,000
Amount of AGI for itemized returns $655,000
Number of returns with State and local income taxes 0
State and local income taxes amount $0
Number of returns with State and local general sales tax 20
State and local general sales tax amount $11,000
Number of returns with real estate taxes 30
Real estate taxes amount $177,000
Number of returns with taxes paid 40
Taxes paid amount $222,000
Number of returns with mortgage interest paid 0
Mortgage interest paid amount $0
Number of returns with contributions 30
Contributions amount $70,000
Number of returns with taxable income 370
Taxable income amount $2,202,000
Number of returns with income tax before credits 360
Income tax before credits amount $227,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 70
Total tax credits amount $21,000
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 30
Retirement savings contribution credit amount $6,000
Number of returns with child tax credit 20
Child tax credit amount $5,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 130
Self-employment tax amount $178,000
Number of returns with total tax payments 760
Total tax payments amount $1,491,000
Number of returns with earned income credit 270
Earned income credit amount [8] $545,000
Number of returns with excess earned income credit 220
Excess earned income credit (refundable) amount [9] $468,000
Number of returns with additional child tax credit 110
Additional child tax credit amount $130,000
Number of returns with refundable education credit 40
Refundable education credit amount $32,000
Number of returns with income tax 320
Income tax amount [10] $205,000
Number of returns with tax liability 430
Total tax liability amount [11] $401,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 100
Tax due at time of filing amount [12] $93,000
Number of returns with overpayments refunded 690
Overpayments refunded amount [13] $1,146,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 530
Number of single returns 260
Number of joint returns 200
Number of head of household returns 60
Number of returns with paid preparer's signature 290
Number of exemptions 1,020
Number of dependents 280
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] 90
Number of elderly returns [4] 170
Adjust gross income (AGI) [5] $19,721,000
Number of returns with total income 530
Salaries and wages amount $20,045,000
Number of returns with salaries and wages 420
Salaries and wages amount $13,870
Number of returns with taxable interest 170
Taxable interest amount $49
Number of returns with ordinary dividends 90
Ordinary dividends amount $196,000
Number of returns with qualified dividends 80
Qualified dividends amount [6] $119
Number of returns with state and local income tax refunds 40
State and local income tax refunds amount $36
Number of returns with business or professional net income (less loss) 100
Business or professional net income (less loss) amount $919,000
Number of returns with net capital gain (less loss) 70
Net capital gain (less loss) amount $304,000
Number of returns with taxable individual retirement arrangements distributions 80
Taxable individual retirement arrangements distributions amount $801,000
Number of returns with taxable pensions and annuities 150
Taxable pensions and annuities amount $2,511,000
Number of farm returns 30
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $257,000
Number of returns with taxable Social Security benefits 150
Taxable Social Security benefits amount $1,051,000
Number of returns with partnership/S-corp net income (less loss) 20
Partnership/S-corp net income (less loss) amount $228,000
Number of returns with total statutory adjustments 150
Total statutory adjustments amount $324,000
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 70
Student loan interest deduction amount $77,000
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 90
Total itemized deductions amount $1,401,000
Amount of AGI for itemized returns $3,609,000
Number of returns with State and local income taxes 80
State and local income taxes amount $132,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $29,000
Number of returns with real estate taxes 80
Real estate taxes amount $371,000
Number of returns with taxes paid 90
Taxes paid amount $517,000
Number of returns with mortgage interest paid 90
Mortgage interest paid amount $296,000
Number of returns with contributions 60
Contributions amount $141,000
Number of returns with taxable income 520
Taxable income amount $10,114,000
Number of returns with income tax before credits 510
Income tax before credits amount $1,199,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 190
Total tax credits amount $160,000
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 30
Nonrefundable education credit amount $33,000
Number of returns with retirement savings contribution credit 90
Retirement savings contribution credit amount $15,000
Number of returns with child tax credit 100
Child tax credit amount $100,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $49,000
Number of returns with self-employment tax 70
Self-employment tax amount $172,000
Number of returns with total tax payments 520
Total tax payments amount $2,220,000
Number of returns with earned income credit 110
Earned income credit amount [8] $217,000
Number of returns with excess earned income credit 80
Excess earned income credit (refundable) amount [9] $163,000
Number of returns with additional child tax credit 70
Additional child tax credit amount $110,000
Number of returns with refundable education credit 0
Refundable education credit amount $0
Number of returns with income tax 440
Income tax amount [10] $1,039,000
Number of returns with tax liability 470
Total tax liability amount [11] $1,237,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 80
Tax due at time of filing amount [12] $135,000
Number of returns with overpayments refunded 430
Overpayments refunded amount [13] $1,079,000
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 360
Number of single returns 120
Number of joint returns 210
Number of head of household returns 40
Number of returns with paid preparer's signature 220
Number of exemptions 780
Number of dependents 200
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] 30
Number of elderly returns [4] 150
Adjust gross income (AGI) [5] $22,336,000
Number of returns with total income 360
Salaries and wages amount $22,791,000
Number of returns with salaries and wages 280
Salaries and wages amount $14,733
Number of returns with taxable interest 200
Taxable interest amount $86
Number of returns with ordinary dividends 100
Ordinary dividends amount $547,000
Number of returns with qualified dividends 90
Qualified dividends amount [6] $409
Number of returns with state and local income tax refunds 50
State and local income tax refunds amount $37
Number of returns with business or professional net income (less loss) 70
Business or professional net income (less loss) amount $937,000
Number of returns with net capital gain (less loss) 80
Net capital gain (less loss) amount $244,000
Number of returns with taxable individual retirement arrangements distributions 70
Taxable individual retirement arrangements distributions amount $939,000
Number of returns with taxable pensions and annuities 120
Taxable pensions and annuities amount $3,091,000
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 110
Taxable Social Security benefits amount $1,750,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $467,000
Number of returns with total statutory adjustments 120
Total statutory adjustments amount $455,000
Number of returns with educator expenses 40
Educator expenses amount $9,000
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 $119,000
Number of returns with IRA payments 40
IRA payments amount $225,000
Number of returns with student loan interest deduction 50
Student loan interest deduction amount $53,000
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 120
Total itemized deductions amount $2,053,000
Amount of AGI for itemized returns $7,519,000
Number of returns with State and local income taxes 90
State and local income taxes amount $239,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $49,000
Number of returns with real estate taxes 110
Real estate taxes amount $518,000
Number of returns with taxes paid 120
Taxes paid amount $809,000
Number of returns with mortgage interest paid 90
Mortgage interest paid amount $420,000
Number of returns with contributions 100
Contributions amount $223,000
Number of returns with taxable income 360
Taxable income amount $14,383,000
Number of returns with income tax before credits 360
Income tax before credits amount $1,921,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 150
Total tax credits amount $191,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $16,000
Number of returns with nonrefundable education credit 20
Nonrefundable education credit amount $27,000
Number of returns with retirement savings contribution credit 30
Retirement savings contribution credit amount $7,000
Number of returns with child tax credit 90
Child tax credit amount $132,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 60
Self-employment tax amount $154,000
Number of returns with total tax payments 360
Total tax payments amount $2,475,000
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 20
Additional child tax credit amount $32,000
Number of returns with refundable education credit 30
Refundable education credit amount $32,000
Number of returns with income tax 330
Income tax amount [10] $1,730,000
Number of returns with tax liability 340
Total tax liability amount [11] $1,891,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 90
Tax due at time of filing amount [12] $164,000
Number of returns with overpayments refunded 260
Overpayments refunded amount [13] $688,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $105,000

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

Number of returns 210
Number of single returns 40
Number of joint returns 150
Number of head of household returns 0
Number of returns with paid preparer's signature 120
Number of exemptions 490
Number of dependents 130
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] 30
Number of elderly returns [4] 80
Adjust gross income (AGI) [5] $18,345,000
Number of returns with total income 210
Salaries and wages amount $18,581,000
Number of returns with salaries and wages 180
Salaries and wages amount $12,643
Number of returns with taxable interest 130
Taxable interest amount $79
Number of returns with ordinary dividends 60
Ordinary dividends amount $319,000
Number of returns with qualified dividends 50
Qualified dividends amount [6] $248
Number of returns with state and local income tax refunds 40
State and local income tax refunds amount $35
Number of returns with business or professional net income (less loss) 40
Business or professional net income (less loss) amount $739,000
Number of returns with net capital gain (less loss) 60
Net capital gain (less loss) amount $418,000
Number of returns with taxable individual retirement arrangements distributions 50
Taxable individual retirement arrangements distributions amount $727,000
Number of returns with taxable pensions and annuities 70
Taxable pensions and annuities amount $2,036,000
Number of farm returns 20
Number of returns with unemployment compensation 20
Unemployment compensation amount [7] $106,000
Number of returns with taxable Social Security benefits 60
Taxable Social Security benefits amount $1,264,000
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 70
Total statutory adjustments amount $236,000
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 30
Student loan interest deduction amount $46,000
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 100
Total itemized deductions amount $1,702,000
Amount of AGI for itemized returns $8,645,000
Number of returns with State and local income taxes 80
State and local income taxes amount $358,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $52,000
Number of returns with real estate taxes 90
Real estate taxes amount $461,000
Number of returns with taxes paid 100
Taxes paid amount $862,000
Number of returns with mortgage interest paid 70
Mortgage interest paid amount $312,000
Number of returns with contributions 70
Contributions amount $177,000
Number of returns with taxable income 210
Taxable income amount $13,250,000
Number of returns with income tax before credits 210
Income tax before credits amount $1,911,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 80
Total tax credits amount $119,000
Number of returns with foreign tax credit 20
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 20
Nonrefundable education credit amount $29,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 50
Child tax credit amount $83,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 30
Self-employment tax amount $117,000
Number of returns with total tax payments 210
Total tax payments amount $2,139,000
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 210
Income tax amount [10] $1,792,000
Number of returns with tax liability 210
Total tax liability amount [11] $1,915,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 70
Tax due at time of filing amount [12] $186,000
Number of returns with overpayments refunded 140
Overpayments refunded amount [13] $385,000
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 250
Number of single returns 30
Number of joint returns 220
Number of head of household returns 0
Number of returns with paid preparer's signature 160
Number of exemptions 680
Number of dependents 210
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] 100
Adjust gross income (AGI) [5] $32,539,000
Number of returns with total income 250
Salaries and wages amount $33,066,000
Number of returns with salaries and wages 200
Salaries and wages amount $20,847
Number of returns with taxable interest 180
Taxable interest amount $111
Number of returns with ordinary dividends 100
Ordinary dividends amount $749,000
Number of returns with qualified dividends 100
Qualified dividends amount [6] $527
Number of returns with state and local income tax refunds 100
State and local income tax refunds amount $128
Number of returns with business or professional net income (less loss) 70
Business or professional net income (less loss) amount $1,793,000
Number of returns with net capital gain (less loss) 100
Net capital gain (less loss) amount $1,461,000
Number of returns with taxable individual retirement arrangements distributions 80
Taxable individual retirement arrangements distributions amount $2,491,000
Number of returns with taxable pensions and annuities 90
Taxable pensions and annuities amount $3,959,000
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 90
Taxable Social Security benefits amount $2,451,000
Number of returns with partnership/S-corp net income (less loss) 20
Partnership/S-corp net income (less loss) amount $839,000
Number of returns with total statutory adjustments 110
Total statutory adjustments amount $527,000
Number of returns with educator expenses 30
Educator expenses amount $10,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $229,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 40
Student loan interest deduction amount $40,000
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 190
Total itemized deductions amount $5,004,000
Amount of AGI for itemized returns $25,017,000
Number of returns with State and local income taxes 170
State and local income taxes amount $1,183,000
Number of returns with State and local general sales tax 0
State and local general sales tax amount $0
Number of returns with real estate taxes 180
Real estate taxes amount $1,200,000
Number of returns with taxes paid 190
Taxes paid amount $2,422,000
Number of returns with mortgage interest paid 150
Mortgage interest paid amount $767,000
Number of returns with contributions 150
Contributions amount $586,000
Number of returns with taxable income 250
Taxable income amount $24,269,000
Number of returns with income tax before credits 250
Income tax before credits amount $3,927,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 120
Total tax credits amount $201,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $6,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 30
Nonrefundable education credit amount $54,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 50
Child tax credit amount $76,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 60
Self-employment tax amount $399,000
Number of returns with total tax payments 250
Total tax payments amount $4,277,000
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 30
Refundable education credit amount $35,000
Number of returns with income tax 250
Income tax amount [10] $3,726,000
Number of returns with tax liability 250
Total tax liability amount [11] $4,046,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 90
Tax due at time of filing amount [12] $413,000
Number of returns with overpayments refunded 170
Overpayments refunded amount [13] $778,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $153,000

Adjusted Gross Income: $200,000 or more

Number of returns 60
Number of single returns 0
Number of joint returns 60
Number of head of household returns 0
Number of returns with paid preparer's signature 50
Number of exemptions 150
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] $32,314,000
Number of returns with total income 60
Salaries and wages amount $32,668,000
Number of returns with salaries and wages 50
Salaries and wages amount $14,875
Number of returns with taxable interest 50
Taxable interest amount $141
Number of returns with ordinary dividends 40
Ordinary dividends amount $2,061,000
Number of returns with qualified dividends 40
Qualified dividends amount [6] $1,581
Number of returns with state and local income tax refunds 0
State and local income tax refunds amount $0
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 $3,174,000
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 $1,085,000
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) 20
Partnership/S-corp net income (less loss) amount $1,059,000
Number of returns with total statutory adjustments 30
Total statutory adjustments amount $354,000
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 60
Total itemized deductions amount $4,060,000
Amount of AGI for itemized returns $31,826,000
Number of returns with State and local income taxes 60
State and local income taxes amount $1,890,000
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 $1,245,000
Number of returns with taxes paid 60
Taxes paid amount $3,135,000
Number of returns with mortgage interest paid 40
Mortgage interest paid amount $480,000
Number of returns with contributions 60
Contributions amount $403,000
Number of returns with taxable income 60
Taxable income amount $27,822,000
Number of returns with income tax before credits 60
Income tax before credits amount $7,069,000
Number of returns with alternative minimum tax 50
Alternative minimum tax amount $364,000
Number of returns with total tax credits 30
Total tax credits amount $44,000
Number of returns with foreign tax credit 20
Foreign tax credit amount $20,000
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 60
Total tax payments amount $6,139,000
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 60
Income tax amount [10] $7,024,000
Number of returns with tax liability 60
Total tax liability amount [11] $7,682,000
Number of returns with net investment income tax 30
Net investment income tax $158,000
Number of returns with tax due at time of filing 30
Tax due at time of filing amount [12] $844,000
Number of returns with overpayments refunded 0
Overpayments refunded amount [13] $0
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.