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ZIP Code Database - Facts & Stats

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ZIP Code 15217 Income Tax Stats

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

ZIP Code 15217 Data

Zip Code:15217
City:Pittsburgh
State:PA [Pennsylvania]
Counties: ALLEGHENY, PA
City Alias(es):Pittsburgh
Area Code:412
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





15217 Income Tax Overview

Total Number of Tax Returns for ZIP Code 15217 [1] 12,140
Total Number of Single Tax Returns for ZIP Code 15217 3,270
Total Number of Joint Tax Returns for ZIP Code 15217 4,680
Total Number of Dependents for ZIP Code 15217 5,310
Total Adjusted Gross Income for ZIP Code 15217 $1,781,553,000
Average Income per Person for ZIP Code 15217 $65,450
Average Income per Household for ZIP Code 15217 $146,751

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 3,310
Number of single returns 2,870
Number of joint returns 260
Number of head of household returns 130
Number of returns with paid preparer's signature 1,310
Number of exemptions 3,100
Number of dependents 400
Total number of volunteer prepared returns [5] 130
Number of volunteer income tax assistance (VITA) prepared returns [3] 50
Number of tax counseling for the elderly (TCE) prepared returns [3] 80
Number of volunteer prepared returns with Earned Income Credit 30
Number of refund anticipation check returns [3] 220
Number of elderly returns [4] 740
Adjust gross income (AGI) [5] $36,567,000
Number of returns with total income 3,310
Salaries and wages amount $37,739,000
Number of returns with salaries and wages 2,360
Salaries and wages amount $25,875
Number of returns with taxable interest 800
Taxable interest amount $500
Number of returns with ordinary dividends 830
Ordinary dividends amount $1,738,000
Number of returns with qualified dividends 780
Qualified dividends amount [6] $1,213
Number of returns with state and local income tax refunds 30
State and local income tax refunds amount $10
Number of returns with business or professional net income (less loss) 460
Business or professional net income (less loss) amount $2,821,000
Number of returns with net capital gain (less loss) 680
Net capital gain (less loss) amount $1,197,000
Number of returns with taxable individual retirement arrangements distributions 290
Taxable individual retirement arrangements distributions amount $1,711,000
Number of returns with taxable pensions and annuities 380
Taxable pensions and annuities amount $3,114,000
Number of farm returns 0
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $317,000
Number of returns with taxable Social Security benefits 160
Taxable Social Security benefits amount $311,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount ($11,000)
Number of returns with total statutory adjustments 690
Total statutory adjustments amount $1,172,000
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 80
Self-employment health insurance deduction amount $198,000
Number of returns with IRA payments 20
IRA payments amount $73,000
Number of returns with student loan interest deduction 240
Student loan interest deduction amount $240,000
Number of returns with tuition and fees deduction 80
Tuition and fees deduction amount $298,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 200
Total itemized deductions amount $3,667,000
Amount of AGI for itemized returns $2,924,000
Number of returns with State and local income taxes 90
State and local income taxes amount $203,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $41,000
Number of returns with real estate taxes 110
Real estate taxes amount $474,000
Number of returns with taxes paid 190
Taxes paid amount $740,000
Number of returns with mortgage interest paid 60
Mortgage interest paid amount $283,000
Number of returns with contributions 120
Contributions amount $234,000
Number of returns with taxable income 1,600
Taxable income amount $10,387,000
Number of returns with income tax before credits 1,490
Income tax before credits amount $1,100,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 450
Total tax credits amount $159,000
Number of returns with foreign tax credit 120
Foreign tax credit amount $8,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 170
Nonrefundable education credit amount $108,000
Number of returns with retirement savings contribution credit 150
Retirement savings contribution credit amount $26,000
Number of returns with child tax credit 30
Child tax credit amount $11,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 400
Self-employment tax amount $437,000
Number of returns with total tax payments 2,700
Total tax payments amount $3,968,000
Number of returns with earned income credit 630
Earned income credit amount [8] $777,000
Number of returns with excess earned income credit 490
Excess earned income credit (refundable) amount [9] $670,000
Number of returns with additional child tax credit 160
Additional child tax credit amount $192,000
Number of returns with refundable education credit 120
Refundable education credit amount $108,000
Number of returns with income tax 1,290
Income tax amount [10] $941,000
Number of returns with tax liability 1,570
Total tax liability amount [11] $1,434,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 440
Tax due at time of filing amount [12] $363,000
Number of returns with overpayments refunded 2,360
Overpayments refunded amount [13] $2,813,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $78,000

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

Number of returns 2,260
Number of single returns 1,700
Number of joint returns 360
Number of head of household returns 130
Number of returns with paid preparer's signature 730
Number of exemptions 3,170
Number of dependents 570
Total number of volunteer prepared returns [5] 80
Number of volunteer income tax assistance (VITA) prepared returns [3] 20
Number of tax counseling for the elderly (TCE) prepared returns [3] 60
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 240
Number of elderly returns [4] 450
Adjust gross income (AGI) [5] $82,165,000
Number of returns with total income 2,260
Salaries and wages amount $83,908,000
Number of returns with salaries and wages 1,940
Salaries and wages amount $66,334
Number of returns with taxable interest 650
Taxable interest amount $363
Number of returns with ordinary dividends 490
Ordinary dividends amount $1,867,000
Number of returns with qualified dividends 460
Qualified dividends amount [6] $1,345
Number of returns with state and local income tax refunds 50
State and local income tax refunds amount $23
Number of returns with business or professional net income (less loss) 330
Business or professional net income (less loss) amount $3,467,000
Number of returns with net capital gain (less loss) 410
Net capital gain (less loss) amount $1,626,000
Number of returns with taxable individual retirement arrangements distributions 200
Taxable individual retirement arrangements distributions amount $2,283,000
Number of returns with taxable pensions and annuities 300
Taxable pensions and annuities amount $4,362,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $349,000
Number of returns with taxable Social Security benefits 320
Taxable Social Security benefits amount $2,503,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $67,000
Number of returns with total statutory adjustments 850
Total statutory adjustments amount $1,743,000
Number of returns with educator expenses 70
Educator expenses amount $15,000
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $230,000
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $285,000
Number of returns with IRA payments 70
IRA payments amount $255,000
Number of returns with student loan interest deduction 540
Student loan interest deduction amount $683,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $45,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 290
Total itemized deductions amount $4,964,000
Amount of AGI for itemized returns $11,312,000
Number of returns with State and local income taxes 230
State and local income taxes amount $547,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $33,000
Number of returns with real estate taxes 210
Real estate taxes amount $881,000
Number of returns with taxes paid 290
Taxes paid amount $1,483,000
Number of returns with mortgage interest paid 150
Mortgage interest paid amount $745,000
Number of returns with contributions 220
Contributions amount $591,000
Number of returns with taxable income 2,190
Taxable income amount $50,099,000
Number of returns with income tax before credits 2,160
Income tax before credits amount $6,227,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 680
Total tax credits amount $518,000
Number of returns with foreign tax credit 160
Foreign tax credit amount $12,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $17,000
Number of returns with nonrefundable education credit 260
Nonrefundable education credit amount $315,000
Number of returns with retirement savings contribution credit 210
Retirement savings contribution credit amount $38,000
Number of returns with child tax credit 150
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 280
Self-employment tax amount $575,000
Number of returns with total tax payments 2,190
Total tax payments amount $9,276,000
Number of returns with earned income credit 180
Earned income credit amount [8] $381,000
Number of returns with excess earned income credit 140
Excess earned income credit (refundable) amount [9] $280,000
Number of returns with additional child tax credit 140
Additional child tax credit amount $270,000
Number of returns with refundable education credit 60
Refundable education credit amount $54,000
Number of returns with income tax 2,010
Income tax amount [10] $5,710,000
Number of returns with tax liability 2,080
Total tax liability amount [11] $6,382,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 430
Tax due at time of filing amount [12] $623,000
Number of returns with overpayments refunded 1,770
Overpayments refunded amount [13] $3,380,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $115,000

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

Number of returns 1,520
Number of single returns 900
Number of joint returns 460
Number of head of household returns 90
Number of returns with paid preparer's signature 610
Number of exemptions 2,530
Number of dependents 550
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] 130
Number of elderly returns [4] 460
Adjust gross income (AGI) [5] $93,439,000
Number of returns with total income 1,520
Salaries and wages amount $95,174,000
Number of returns with salaries and wages 1,240
Salaries and wages amount $67,889
Number of returns with taxable interest 710
Taxable interest amount $689
Number of returns with ordinary dividends 570
Ordinary dividends amount $3,056,000
Number of returns with qualified dividends 530
Qualified dividends amount [6] $2,133
Number of returns with state and local income tax refunds 150
State and local income tax refunds amount $63
Number of returns with business or professional net income (less loss) 250
Business or professional net income (less loss) amount $3,664,000
Number of returns with net capital gain (less loss) 520
Net capital gain (less loss) amount $2,778,000
Number of returns with taxable individual retirement arrangements distributions 230
Taxable individual retirement arrangements distributions amount $3,293,000
Number of returns with taxable pensions and annuities 290
Taxable pensions and annuities amount $6,813,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $255,000
Number of returns with taxable Social Security benefits 340
Taxable Social Security benefits amount $5,484,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $450,000
Number of returns with total statutory adjustments 600
Total statutory adjustments amount $1,735,000
Number of returns with educator expenses 40
Educator expenses amount $11,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $368,000
Number of returns with IRA payments 60
IRA payments amount $301,000
Number of returns with student loan interest deduction 320
Student loan interest deduction amount $394,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $76,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 480
Total itemized deductions amount $8,486,000
Amount of AGI for itemized returns $29,830,000
Number of returns with State and local income taxes 390
State and local income taxes amount $1,642,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $66,000
Number of returns with real estate taxes 380
Real estate taxes amount $1,640,000
Number of returns with taxes paid 480
Taxes paid amount $3,477,000
Number of returns with mortgage interest paid 290
Mortgage interest paid amount $1,528,000
Number of returns with contributions 370
Contributions amount $1,027,000
Number of returns with taxable income 1,510
Taxable income amount $65,946,000
Number of returns with income tax before credits 1,500
Income tax before credits amount $9,498,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 540
Total tax credits amount $612,000
Number of returns with foreign tax credit 230
Foreign tax credit amount $50,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $30,000
Number of returns with nonrefundable education credit 110
Nonrefundable education credit amount $153,000
Number of returns with retirement savings contribution credit 70
Retirement savings contribution credit amount $14,000
Number of returns with child tax credit 210
Child tax credit amount $307,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $9,000
Number of returns with self-employment tax 210
Self-employment tax amount $586,000
Number of returns with total tax payments 1,500
Total tax payments amount $11,886,000
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 50
Additional child tax credit amount $102,000
Number of returns with refundable education credit 50
Refundable education credit amount $52,000
Number of returns with income tax 1,450
Income tax amount [10] $8,886,000
Number of returns with tax liability 1,470
Total tax liability amount [11] $9,511,000
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] $932,000
Number of returns with overpayments refunded 1,040
Overpayments refunded amount [13] $2,435,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $209,000

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

Number of returns 1,090
Number of single returns 470
Number of joint returns 520
Number of head of household returns 60
Number of returns with paid preparer's signature 530
Number of exemptions 2,140
Number of dependents 530
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 50
Number of elderly returns [4] 380
Adjust gross income (AGI) [5] $94,904,000
Number of returns with total income 1,090
Salaries and wages amount $96,247,000
Number of returns with salaries and wages 880
Salaries and wages amount $65,347
Number of returns with taxable interest 590
Taxable interest amount $680
Number of returns with ordinary dividends 480
Ordinary dividends amount $3,503,000
Number of returns with qualified dividends 440
Qualified dividends amount [6] $2,589
Number of returns with state and local income tax refunds 150
State and local income tax refunds amount $62
Number of returns with business or professional net income (less loss) 200
Business or professional net income (less loss) amount $3,992,000
Number of returns with net capital gain (less loss) 410
Net capital gain (less loss) amount $2,890,000
Number of returns with taxable individual retirement arrangements distributions 210
Taxable individual retirement arrangements distributions amount $4,791,000
Number of returns with taxable pensions and annuities 250
Taxable pensions and annuities amount $6,585,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $198,000
Number of returns with taxable Social Security benefits 280
Taxable Social Security benefits amount $5,912,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $1,044,000
Number of returns with total statutory adjustments 370
Total statutory adjustments amount $1,343,000
Number of returns with educator expenses 50
Educator expenses amount $11,000
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $199,000
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $323,000
Number of returns with IRA payments 40
IRA payments amount $168,000
Number of returns with student loan interest deduction 140
Student loan interest deduction amount $190,000
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 530
Total itemized deductions amount $10,183,000
Amount of AGI for itemized returns $46,009,000
Number of returns with State and local income taxes 460
State and local income taxes amount $2,302,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $53,000
Number of returns with real estate taxes 450
Real estate taxes amount $2,164,000
Number of returns with taxes paid 520
Taxes paid amount $4,607,000
Number of returns with mortgage interest paid 330
Mortgage interest paid amount $1,763,000
Number of returns with contributions 420
Contributions amount $1,365,000
Number of returns with taxable income 1,090
Taxable income amount $70,229,000
Number of returns with income tax before credits 1,080
Income tax before credits amount $10,930,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 470
Total tax credits amount $572,000
Number of returns with foreign tax credit 230
Foreign tax credit amount $29,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $44,000
Number of returns with nonrefundable education credit 80
Nonrefundable education credit amount $110,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 210
Child tax credit amount $326,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 170
Self-employment tax amount $658,000
Number of returns with total tax payments 1,080
Total tax payments amount $12,473,000
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 20
Additional child tax credit amount $42,000
Number of returns with refundable education credit 50
Refundable education credit amount $48,000
Number of returns with income tax 1,070
Income tax amount [10] $10,358,000
Number of returns with tax liability 1,070
Total tax liability amount [11] $11,036,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 330
Tax due at time of filing amount [12] $923,000
Number of returns with overpayments refunded 700
Overpayments refunded amount [13] $2,041,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $293,000

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

Number of returns 2,000
Number of single returns 470
Number of joint returns 1,420
Number of head of household returns 70
Number of returns with paid preparer's signature 1,060
Number of exemptions 4,800
Number of dependents 1,380
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] 80
Number of elderly returns [4] 770
Adjust gross income (AGI) [5] $281,620,000
Number of returns with total income 2,000
Salaries and wages amount $285,901,000
Number of returns with salaries and wages 1,640
Salaries and wages amount $190,895
Number of returns with taxable interest 1,390
Taxable interest amount $1,990
Number of returns with ordinary dividends 1,190
Ordinary dividends amount $10,426,000
Number of returns with qualified dividends 1,130
Qualified dividends amount [6] $7,988
Number of returns with state and local income tax refunds 510
State and local income tax refunds amount $299
Number of returns with business or professional net income (less loss) 530
Business or professional net income (less loss) amount $13,252,000
Number of returns with net capital gain (less loss) 1,070
Net capital gain (less loss) amount $13,696,000
Number of returns with taxable individual retirement arrangements distributions 460
Taxable individual retirement arrangements distributions amount $14,183,000
Number of returns with taxable pensions and annuities 480
Taxable pensions and annuities amount $18,084,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $517,000
Number of returns with taxable Social Security benefits 540
Taxable Social Security benefits amount $14,445,000
Number of returns with partnership/S-corp net income (less loss) 270
Partnership/S-corp net income (less loss) amount $5,619,000
Number of returns with total statutory adjustments 820
Total statutory adjustments amount $4,281,000
Number of returns with educator expenses 80
Educator expenses amount $22,000
Number of returns with self-employment retirement plans 80
Self-employment retirement plans amount $1,117,000
Number of returns with self-employment health insurance deduction 130
Self-employment health insurance deduction amount $917,000
Number of returns with IRA payments 70
IRA payments amount $435,000
Number of returns with student loan interest deduction 230
Student loan interest deduction amount $316,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $98,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,500
Total itemized deductions amount $39,358,000
Amount of AGI for itemized returns $216,622,000
Number of returns with State and local income taxes 1,360
State and local income taxes amount $11,993,000
Number of returns with State and local general sales tax 120
State and local general sales tax amount $151,000
Number of returns with real estate taxes 1,300
Real estate taxes amount $8,118,000
Number of returns with taxes paid 1,500
Taxes paid amount $20,482,000
Number of returns with mortgage interest paid 990
Mortgage interest paid amount $6,441,000
Number of returns with contributions 1,320
Contributions amount $6,312,000
Number of returns with taxable income 1,990
Taxable income amount $217,025,000
Number of returns with income tax before credits 1,990
Income tax before credits amount $38,225,000
Number of returns with alternative minimum tax 100
Alternative minimum tax amount $232,000
Number of returns with total tax credits 990
Total tax credits amount $1,005,000
Number of returns with foreign tax credit 580
Foreign tax credit amount $205,000
Number of returns with child and dependent care credit 260
Child and dependent care credit amount $132,000
Number of returns with nonrefundable education credit 110
Nonrefundable education credit amount $155,000
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 $331,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $63,000
Number of returns with self-employment tax 460
Self-employment tax amount $2,064,000
Number of returns with total tax payments 1,980
Total tax payments amount $42,266,000
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 $87,000
Number of returns with income tax 1,980
Income tax amount [10] $37,219,000
Number of returns with tax liability 1,980
Total tax liability amount [11] $39,346,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 760
Tax due at time of filing amount [12] $3,436,000
Number of returns with overpayments refunded 1,070
Overpayments refunded amount [13] $4,707,000
Number of returns with credit to next year’s estimated tax 220
Credited to next year’s estimated tax amount $1,547,000

Adjusted Gross Income: $200,000 or more

Number of returns 1,960
Number of single returns 250
Number of joint returns 1,660
Number of head of household returns 30
Number of returns with paid preparer's signature 1,400
Number of exemptions 5,500
Number of dependents 1,880
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] 790
Adjust gross income (AGI) [5] $1,192,858,000
Number of returns with total income 1,960
Salaries and wages amount $1,207,424,000
Number of returns with salaries and wages 1,710
Salaries and wages amount $559,412
Number of returns with taxable interest 1,670
Taxable interest amount $10,051
Number of returns with ordinary dividends 1,560
Ordinary dividends amount $58,931,000
Number of returns with qualified dividends 1,530
Qualified dividends amount [6] $47,416
Number of returns with state and local income tax refunds 570
State and local income tax refunds amount $2,405
Number of returns with business or professional net income (less loss) 700
Business or professional net income (less loss) amount $47,089,000
Number of returns with net capital gain (less loss) 1,500
Net capital gain (less loss) amount $321,091,000
Number of returns with taxable individual retirement arrangements distributions 490
Taxable individual retirement arrangements distributions amount $26,204,000
Number of returns with taxable pensions and annuities 430
Taxable pensions and annuities amount $23,811,000
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 490
Taxable Social Security benefits amount $15,578,000
Number of returns with partnership/S-corp net income (less loss) 630
Partnership/S-corp net income (less loss) amount $120,684,000
Number of returns with total statutory adjustments 890
Total statutory adjustments amount $14,566,000
Number of returns with educator expenses 50
Educator expenses amount $14,000
Number of returns with self-employment retirement plans 210
Self-employment retirement plans amount $6,942,000
Number of returns with self-employment health insurance deduction 220
Self-employment health insurance deduction amount $2,645,000
Number of returns with IRA payments 20
IRA payments amount $218,000
Number of returns with student loan interest deduction 0
Student loan interest deduction amount $0
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 70
Domestic production activities deduction amount $1,312,000
Number of returns with itemized deductions 1,900
Total itemized deductions amount $145,257,000
Amount of AGI for itemized returns $1,170,959,000
Number of returns with State and local income taxes 1,850
State and local income taxes amount $60,705,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $74,000
Number of returns with real estate taxes 1,780
Real estate taxes amount $20,102,000
Number of returns with taxes paid 1,900
Taxes paid amount $81,261,000
Number of returns with mortgage interest paid 1,240
Mortgage interest paid amount $13,209,000
Number of returns with contributions 1,760
Contributions amount $56,391,000
Number of returns with taxable income 1,960
Taxable income amount $1,034,319,000
Number of returns with income tax before credits 1,950
Income tax before credits amount $271,163,000
Number of returns with alternative minimum tax 1,330
Alternative minimum tax amount $9,360,000
Number of returns with total tax credits 1,220
Total tax credits amount $2,739,000
Number of returns with foreign tax credit 1,000
Foreign tax credit amount $1,987,000
Number of returns with child and dependent care credit 290
Child and dependent care credit amount $157,000
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $41,000
Number of returns with self-employment tax 690
Self-employment tax amount $4,857,000
Number of returns with total tax payments 1,950
Total tax payments amount $290,098,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 0
Refundable education credit amount $0
Number of returns with income tax 1,950
Income tax amount [10] $268,424,000
Number of returns with tax liability 1,950
Total tax liability amount [11] $285,566,000
Number of returns with net investment income tax 1,370
Net investment income tax $9,071,000
Number of returns with tax due at time of filing 980
Tax due at time of filing amount [12] $28,097,000
Number of returns with overpayments refunded 590
Overpayments refunded amount [13] $11,009,000
Number of returns with credit to next year’s estimated tax 440
Credited to next year’s estimated tax amount $21,329,000

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

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

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

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

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

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

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

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

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

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

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

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

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