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ZIP Code Database - Facts & Stats

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ZIP Code 16601 Income Tax Stats

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

ZIP Code 16601 Data

Zip Code:16601
City:Altoona
State:PA [Pennsylvania]
Counties: BLAIR, PA
City Alias(es):Altoona
Area Code:814
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


16601 Income Tax Overview

Total Number of Tax Returns for ZIP Code 16601 [1] 14,800
Total Number of Single Tax Returns for ZIP Code 16601 5,220
Total Number of Joint Tax Returns for ZIP Code 16601 5,360
Total Number of Dependents for ZIP Code 16601 7,750
Total Adjusted Gross Income for ZIP Code 16601 $695,179,000
Average Income per Person for ZIP Code 16601 $20,525
Average Income per Household for ZIP Code 16601 $46,972

The following tables break down the 2017 Income Tax Statistics into different Gross Income levels.


Adjusted Gross Income: 1 under $25,000

Number of returns 6,310
Number of single returns 4,410
Number of joint returns 840
Number of head of household returns 930
Number of returns with paid preparer's signature 2,700
Number of exemptions 8,390
Number of dependents 2,350
Total number of volunteer prepared returns [5] 380
Number of volunteer income tax assistance (VITA) prepared returns [3] 380
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 70
Number of refund anticipation check returns [3] 990
Number of elderly returns [4] 1,590
Adjust gross income (AGI) [5] $75,252,000
Number of returns with total income 6,310
Salaries and wages amount $76,051,000
Number of returns with salaries and wages 5,000
Salaries and wages amount $56,854
Number of returns with taxable interest 790
Taxable interest amount $358
Number of returns with ordinary dividends 560
Ordinary dividends amount $620,000
Number of returns with qualified dividends 490
Qualified dividends amount [6] $337
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) 420
Business or professional net income (less loss) amount $2,717,000
Number of returns with net capital gain (less loss) 400
Net capital gain (less loss) amount $410,000
Number of returns with taxable individual retirement arrangements distributions 490
Taxable individual retirement arrangements distributions amount $2,218,000
Number of returns with taxable pensions and annuities 1,210
Taxable pensions and annuities amount $10,352,000
Number of farm returns 0
Number of returns with unemployment compensation 370
Unemployment compensation amount [7] $1,285,000
Number of returns with taxable Social Security benefits 350
Taxable Social Security benefits amount $614,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $50,000
Number of returns with total statutory adjustments 650
Total statutory adjustments amount $799,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $160,000
Number of returns with IRA payments 20
IRA payments amount $57,000
Number of returns with student loan interest deduction 260
Student loan interest deduction amount $243,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $56,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 90
Total itemized deductions amount $1,424,000
Amount of AGI for itemized returns $1,477,000
Number of returns with State and local income taxes 40
State and local income taxes amount $49,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $26,000
Number of returns with real estate taxes 70
Real estate taxes amount $133,000
Number of returns with taxes paid 90
Taxes paid amount $213,000
Number of returns with mortgage interest paid 50
Mortgage interest paid amount $222,000
Number of returns with contributions 50
Contributions amount $129,000
Number of returns with taxable income 2,610
Taxable income amount $15,579,000
Number of returns with income tax before credits 2,600
Income tax before credits amount $1,648,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 690
Total tax credits amount $177,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $10,000
Number of returns with nonrefundable education credit 100
Nonrefundable education credit amount $48,000
Number of returns with retirement savings contribution credit 370
Retirement savings contribution credit amount $57,000
Number of returns with child tax credit 180
Child tax credit amount $59,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 350
Self-employment tax amount $453,000
Number of returns with total tax payments 5,800
Total tax payments amount $12,470,000
Number of returns with earned income credit 2,150
Earned income credit amount [8] $4,997,000
Number of returns with excess earned income credit 1,940
Excess earned income credit (refundable) amount [9] $4,693,000
Number of returns with additional child tax credit 1,090
Additional child tax credit amount $1,295,000
Number of returns with refundable education credit 190
Refundable education credit amount $174,000
Number of returns with income tax 2,230
Income tax amount [10] $1,470,000
Number of returns with tax liability 2,620
Total tax liability amount [11] $2,033,000
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] $192,000
Number of returns with overpayments refunded 5,590
Overpayments refunded amount [13] $10,594,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $43,000

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

Number of returns 3,790
Number of single returns 1,920
Number of joint returns 1,110
Number of head of household returns 610
Number of returns with paid preparer's signature 1,860
Number of exemptions 6,840
Number of dependents 1,960
Total number of volunteer prepared returns [5] 100
Number of volunteer income tax assistance (VITA) prepared returns [3] 100
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] 600
Number of elderly returns [4] 980
Adjust gross income (AGI) [5] $135,869,000
Number of returns with total income 3,790
Salaries and wages amount $137,446,000
Number of returns with salaries and wages 3,210
Salaries and wages amount $105,771
Number of returns with taxable interest 750
Taxable interest amount $493
Number of returns with ordinary dividends 500
Ordinary dividends amount $942,000
Number of returns with qualified dividends 450
Qualified dividends amount [6] $625
Number of returns with state and local income tax refunds 70
State and local income tax refunds amount $14
Number of returns with business or professional net income (less loss) 300
Business or professional net income (less loss) amount $2,813,000
Number of returns with net capital gain (less loss) 340
Net capital gain (less loss) amount $550,000
Number of returns with taxable individual retirement arrangements distributions 400
Taxable individual retirement arrangements distributions amount $3,528,000
Number of returns with taxable pensions and annuities 880
Taxable pensions and annuities amount $15,156,000
Number of farm returns 0
Number of returns with unemployment compensation 310
Unemployment compensation amount [7] $1,571,000
Number of returns with taxable Social Security benefits 850
Taxable Social Security benefits amount $5,277,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $467,000
Number of returns with total statutory adjustments 840
Total statutory adjustments amount $1,577,000
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 50
Self-employment health insurance deduction amount $248,000
Number of returns with IRA payments 60
IRA payments amount $257,000
Number of returns with student loan interest deduction 510
Student loan interest deduction amount $583,000
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 280
Total itemized deductions amount $3,979,000
Amount of AGI for itemized returns $10,606,000
Number of returns with State and local income taxes 210
State and local income taxes amount $494,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $40,000
Number of returns with real estate taxes 230
Real estate taxes amount $407,000
Number of returns with taxes paid 270
Taxes paid amount $957,000
Number of returns with mortgage interest paid 190
Mortgage interest paid amount $1,029,000
Number of returns with contributions 170
Contributions amount $543,000
Number of returns with taxable income 3,680
Taxable income amount $72,992,000
Number of returns with income tax before credits 3,660
Income tax before credits amount $8,977,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,350
Total tax credits amount $1,032,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $60,000
Number of returns with nonrefundable education credit 180
Nonrefundable education credit amount $180,000
Number of returns with retirement savings contribution credit 640
Retirement savings contribution credit amount $119,000
Number of returns with child tax credit 700
Child tax credit amount $641,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $14,000
Number of returns with self-employment tax 230
Self-employment tax amount $547,000
Number of returns with total tax payments 3,740
Total tax payments amount $17,082,000
Number of returns with earned income credit 820
Earned income credit amount [8] $1,874,000
Number of returns with excess earned income credit 700
Excess earned income credit (refundable) amount [9] $1,652,000
Number of returns with additional child tax credit 560
Additional child tax credit amount $834,000
Number of returns with refundable education credit 120
Refundable education credit amount $117,000
Number of returns with income tax 3,130
Income tax amount [10] $7,946,000
Number of returns with tax liability 3,250
Total tax liability amount [11] $8,678,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 410
Tax due at time of filing amount [12] $566,000
Number of returns with overpayments refunded 3,340
Overpayments refunded amount [13] $8,875,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $79,000

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

Number of returns 2,070
Number of single returns 660
Number of joint returns 1,160
Number of head of household returns 180
Number of returns with paid preparer's signature 1,160
Number of exemptions 4,480
Number of dependents 1,260
Total number of volunteer prepared returns [5] 40
Number of volunteer income tax assistance (VITA) prepared returns [3] 40
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] 220
Number of elderly returns [4] 600
Adjust gross income (AGI) [5] $127,483,000
Number of returns with total income 2,070
Salaries and wages amount $128,873,000
Number of returns with salaries and wages 1,790
Salaries and wages amount $97,699
Number of returns with taxable interest 610
Taxable interest amount $452
Number of returns with ordinary dividends 390
Ordinary dividends amount $926,000
Number of returns with qualified dividends 360
Qualified dividends amount [6] $593
Number of returns with state and local income tax refunds 100
State and local income tax refunds amount $22
Number of returns with business or professional net income (less loss) 240
Business or professional net income (less loss) amount $2,679,000
Number of returns with net capital gain (less loss) 290
Net capital gain (less loss) amount $1,089,000
Number of returns with taxable individual retirement arrangements distributions 270
Taxable individual retirement arrangements distributions amount $3,311,000
Number of returns with taxable pensions and annuities 560
Taxable pensions and annuities amount $12,961,000
Number of farm returns 30
Number of returns with unemployment compensation 160
Unemployment compensation amount [7] $771,000
Number of returns with taxable Social Security benefits 480
Taxable Social Security benefits amount $7,322,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $581,000
Number of returns with total statutory adjustments 630
Total statutory adjustments amount $1,390,000
Number of returns with educator expenses 60
Educator expenses amount $15,000
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 $247,000
Number of returns with IRA payments 60
IRA payments amount $252,000
Number of returns with student loan interest deduction 380
Student loan interest deduction amount $428,000
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 380
Total itemized deductions amount $5,675,000
Amount of AGI for itemized returns $23,430,000
Number of returns with State and local income taxes 320
State and local income taxes amount $910,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $51,000
Number of returns with real estate taxes 340
Real estate taxes amount $639,000
Number of returns with taxes paid 380
Taxes paid amount $1,625,000
Number of returns with mortgage interest paid 280
Mortgage interest paid amount $1,256,000
Number of returns with contributions 230
Contributions amount $724,000
Number of returns with taxable income 2,060
Taxable income amount $85,352,000
Number of returns with income tax before credits 2,060
Income tax before credits amount $11,852,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 850
Total tax credits amount $1,155,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $49,000
Number of returns with nonrefundable education credit 130
Nonrefundable education credit amount $177,000
Number of returns with retirement savings contribution credit 210
Retirement savings contribution credit amount $35,000
Number of returns with child tax credit 550
Child tax credit amount $856,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $22,000
Number of returns with self-employment tax 170
Self-employment tax amount $440,000
Number of returns with total tax payments 2,050
Total tax payments amount $15,111,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 70
Additional child tax credit amount $84,000
Number of returns with refundable education credit 100
Refundable education credit amount $89,000
Number of returns with income tax 1,980
Income tax amount [10] $10,697,000
Number of returns with tax liability 2,000
Total tax liability amount [11] $11,250,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 370
Tax due at time of filing amount [12] $728,000
Number of returns with overpayments refunded 1,670
Overpayments refunded amount [13] $4,516,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $80,000

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

Number of returns 1,230
Number of single returns 180
Number of joint returns 1,010
Number of head of household returns 30
Number of returns with paid preparer's signature 750
Number of exemptions 3,150
Number of dependents 910
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] 390
Adjust gross income (AGI) [5] $106,351,000
Number of returns with total income 1,230
Salaries and wages amount $107,479,000
Number of returns with salaries and wages 1,080
Salaries and wages amount $78,489
Number of returns with taxable interest 450
Taxable interest amount $290
Number of returns with ordinary dividends 310
Ordinary dividends amount $878,000
Number of returns with qualified dividends 280
Qualified dividends amount [6] $555
Number of returns with state and local income tax refunds 110
State and local income tax refunds amount $32
Number of returns with business or professional net income (less loss) 170
Business or professional net income (less loss) amount $2,655,000
Number of returns with net capital gain (less loss) 240
Net capital gain (less loss) amount $1,006,000
Number of returns with taxable individual retirement arrangements distributions 220
Taxable individual retirement arrangements distributions amount $3,586,000
Number of returns with taxable pensions and annuities 420
Taxable pensions and annuities amount $12,327,000
Number of farm returns 0
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $381,000
Number of returns with taxable Social Security benefits 330
Taxable Social Security benefits amount $6,636,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $584,000
Number of returns with total statutory adjustments 440
Total statutory adjustments amount $1,128,000
Number of returns with educator expenses 50
Educator expenses amount $12,000
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 $252,000
Number of returns with IRA payments 40
IRA payments amount $170,000
Number of returns with student loan interest deduction 250
Student loan interest deduction amount $298,000
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 270
Total itemized deductions amount $4,707,000
Amount of AGI for itemized returns $23,659,000
Number of returns with State and local income taxes 250
State and local income taxes amount $966,000
Number of returns with State and local general sales tax 20
State and local general sales tax amount $32,000
Number of returns with real estate taxes 250
Real estate taxes amount $510,000
Number of returns with taxes paid 270
Taxes paid amount $1,545,000
Number of returns with mortgage interest paid 220
Mortgage interest paid amount $1,122,000
Number of returns with contributions 220
Contributions amount $725,000
Number of returns with taxable income 1,230
Taxable income amount $77,085,000
Number of returns with income tax before credits 1,230
Income tax before credits amount $11,001,000
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 $942,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $50,000
Number of returns with nonrefundable education credit 120
Nonrefundable education credit amount $201,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 390
Child tax credit amount $651,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $5,000
Number of returns with self-employment tax 130
Self-employment tax amount $405,000
Number of returns with total tax payments 1,230
Total tax payments amount $13,348,000
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 $103,000
Number of returns with income tax 1,230
Income tax amount [10] $10,059,000
Number of returns with tax liability 1,230
Total tax liability amount [11] $10,546,000
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] $559,000
Number of returns with overpayments refunded 950
Overpayments refunded amount [13] $3,265,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $91,000

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

Number of returns 1,200
Number of single returns 100
Number of joint returns 1,070
Number of head of household returns 30
Number of returns with paid preparer's signature 770
Number of exemptions 3,380
Number of dependents 1,110
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] 360
Adjust gross income (AGI) [5] $154,843,000
Number of returns with total income 1,200
Salaries and wages amount $156,483,000
Number of returns with salaries and wages 1,070
Salaries and wages amount $114,380
Number of returns with taxable interest 580
Taxable interest amount $797
Number of returns with ordinary dividends 390
Ordinary dividends amount $1,903,000
Number of returns with qualified dividends 370
Qualified dividends amount [6] $1,398
Number of returns with state and local income tax refunds 260
State and local income tax refunds amount $75
Number of returns with business or professional net income (less loss) 190
Business or professional net income (less loss) amount $3,992,000
Number of returns with net capital gain (less loss) 320
Net capital gain (less loss) amount $2,184,000
Number of returns with taxable individual retirement arrangements distributions 220
Taxable individual retirement arrangements distributions amount $5,235,000
Number of returns with taxable pensions and annuities 390
Taxable pensions and annuities amount $15,062,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $366,000
Number of returns with taxable Social Security benefits 260
Taxable Social Security benefits amount $6,261,000
Number of returns with partnership/S-corp net income (less loss) 150
Partnership/S-corp net income (less loss) amount $3,952,000
Number of returns with total statutory adjustments 520
Total statutory adjustments amount $1,640,000
Number of returns with educator expenses 90
Educator expenses amount $25,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $328,000
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $359,000
Number of returns with IRA payments 40
IRA payments amount $207,000
Number of returns with student loan interest deduction 240
Student loan interest deduction amount $276,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $61,000
Returns with domestic production activities deduction 40
Domestic production activities deduction amount $298,000
Number of returns with itemized deductions 600
Total itemized deductions amount $12,733,000
Amount of AGI for itemized returns $82,090,000
Number of returns with State and local income taxes 560
State and local income taxes amount $3,385,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $63,000
Number of returns with real estate taxes 580
Real estate taxes amount $1,500,000
Number of returns with taxes paid 600
Taxes paid amount $5,032,000
Number of returns with mortgage interest paid 510
Mortgage interest paid amount $3,051,000
Number of returns with contributions 500
Contributions amount $2,122,000
Number of returns with taxable income 1,200
Taxable income amount $120,834,000
Number of returns with income tax before credits 1,200
Income tax before credits amount $20,329,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 550
Total tax credits amount $867,000
Number of returns with foreign tax credit 100
Foreign tax credit amount $9,000
Number of returns with child and dependent care credit 120
Child and dependent care credit amount $67,000
Number of returns with nonrefundable education credit 180
Nonrefundable education credit amount $289,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 300
Child tax credit amount $415,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $20,000
Number of returns with self-employment tax 160
Self-employment tax amount $730,000
Number of returns with total tax payments 1,190
Total tax payments amount $22,348,000
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 150
Refundable education credit amount $169,000
Number of returns with income tax 1,190
Income tax amount [10] $19,461,000
Number of returns with tax liability 1,190
Total tax liability amount [11] $20,394,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 360
Tax due at time of filing amount [12] $1,626,000
Number of returns with overpayments refunded 800
Overpayments refunded amount [13] $3,349,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $215,000

Adjusted Gross Income: $200,000 or more

Number of returns 200
Number of single returns 30
Number of joint returns 170
Number of head of household returns 0
Number of returns with paid preparer's signature 170
Number of exemptions 530
Number of dependents 160
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] 80
Adjust gross income (AGI) [5] $95,381,000
Number of returns with total income 200
Salaries and wages amount $97,006,000
Number of returns with salaries and wages 170
Salaries and wages amount $43,416
Number of returns with taxable interest 160
Taxable interest amount $869
Number of returns with ordinary dividends 130
Ordinary dividends amount $4,029,000
Number of returns with qualified dividends 120
Qualified dividends amount [6] $3,371
Number of returns with state and local income tax refunds 70
State and local income tax refunds amount $184
Number of returns with business or professional net income (less loss) 60
Business or professional net income (less loss) amount $3,323,000
Number of returns with net capital gain (less loss) 130
Net capital gain (less loss) amount $5,673,000
Number of returns with taxable individual retirement arrangements distributions 40
Taxable individual retirement arrangements distributions amount $2,308,000
Number of returns with taxable pensions and annuities 60
Taxable pensions and annuities amount $3,129,000
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 50
Taxable Social Security benefits amount $1,373,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $21,627,000
Number of returns with total statutory adjustments 90
Total statutory adjustments amount $1,625,000
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 $380,000
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 170
Total itemized deductions amount $7,986,000
Amount of AGI for itemized returns $87,617,000
Number of returns with State and local income taxes 170
State and local income taxes amount $3,835,000
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 160
Real estate taxes amount $689,000
Number of returns with taxes paid 170
Taxes paid amount $4,615,000
Number of returns with mortgage interest paid 120
Mortgage interest paid amount $922,000
Number of returns with contributions 160
Contributions amount $2,010,000
Number of returns with taxable income 200
Taxable income amount $85,466,000
Number of returns with income tax before credits 200
Income tax before credits amount $23,627,000
Number of returns with alternative minimum tax 100
Alternative minimum tax amount $342,000
Number of returns with total tax credits 80
Total tax credits amount $65,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $24,000
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 60
Self-employment tax amount $300,000
Number of returns with total tax payments 200
Total tax payments amount $27,678,000
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 200
Income tax amount [10] $23,469,000
Number of returns with tax liability 200
Total tax liability amount [11] $24,217,000
Number of returns with net investment income tax 110
Net investment income tax $252,000
Number of returns with tax due at time of filing 100
Tax due at time of filing amount [12] $2,174,000
Number of returns with overpayments refunded 70
Overpayments refunded amount [13] $600,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $1,859,000

[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.