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ZIP Code Database - Facts & Stats

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ZIP Code 17202 Income Tax Stats

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

ZIP Code 17202 Data

Zip Code:17202
City:Chambersburg
State:PA [Pennsylvania]
Counties: FRANKLIN, PA
City Alias(es):Chambersburg
Area Code:717 / 223
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


17202 Income Tax Overview

Total Number of Tax Returns for ZIP Code 17202 [1] 15,360
Total Number of Single Tax Returns for ZIP Code 17202 6,740
Total Number of Joint Tax Returns for ZIP Code 17202 7,120
Total Number of Dependents for ZIP Code 17202 8,370
Total Adjusted Gross Income for ZIP Code 17202 $986,829,000
Average Income per Person for ZIP Code 17202 $32,676
Average Income per Household for ZIP Code 17202 $64,247

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 4,870
Number of single returns 3,640
Number of joint returns 720
Number of head of household returns 440
Number of returns with paid preparer's signature 2,100
Number of exemptions 5,610
Number of dependents 1,230
Total number of volunteer prepared returns [5] 430
Number of volunteer income tax assistance (VITA) prepared returns [3] 60
Number of tax counseling for the elderly (TCE) prepared returns [3] 380
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 530
Number of elderly returns [4] 1,310
Adjust gross income (AGI) [5] $57,060,000
Number of returns with total income 4,870
Salaries and wages amount $57,902,000
Number of returns with salaries and wages 3,600
Salaries and wages amount $39,959
Number of returns with taxable interest 1,080
Taxable interest amount $771
Number of returns with ordinary dividends 630
Ordinary dividends amount $779,000
Number of returns with qualified dividends 550
Qualified dividends amount [6] $495
Number of returns with state and local income tax refunds 40
State and local income tax refunds amount $13
Number of returns with business or professional net income (less loss) 460
Business or professional net income (less loss) amount $2,791,000
Number of returns with net capital gain (less loss) 470
Net capital gain (less loss) amount $708,000
Number of returns with taxable individual retirement arrangements distributions 510
Taxable individual retirement arrangements distributions amount $2,765,000
Number of returns with taxable pensions and annuities 960
Taxable pensions and annuities amount $8,251,000
Number of farm returns 40
Number of returns with unemployment compensation 160
Unemployment compensation amount [7] $680,000
Number of returns with taxable Social Security benefits 300
Taxable Social Security benefits amount $551,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $188,000
Number of returns with total statutory adjustments 570
Total statutory adjustments amount $842,000
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 $159,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 130
Student loan interest deduction amount $124,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $78,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 250
Total itemized deductions amount $4,082,000
Amount of AGI for itemized returns $3,609,000
Number of returns with State and local income taxes 100
State and local income taxes amount $143,000
Number of returns with State and local general sales tax 120
State and local general sales tax amount $65,000
Number of returns with real estate taxes 180
Real estate taxes amount $526,000
Number of returns with taxes paid 240
Taxes paid amount $748,000
Number of returns with mortgage interest paid 110
Mortgage interest paid amount $601,000
Number of returns with contributions 150
Contributions amount $379,000
Number of returns with taxable income 2,140
Taxable income amount $12,946,000
Number of returns with income tax before credits 2,110
Income tax before credits amount $1,376,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 490
Total tax credits amount $166,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 20
Child and dependent care credit amount $6,000
Number of returns with nonrefundable education credit 100
Nonrefundable education credit amount $69,000
Number of returns with retirement savings contribution credit 240
Retirement savings contribution credit amount $38,000
Number of returns with child tax credit 120
Child tax credit amount $47,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $6,000
Number of returns with self-employment tax 380
Self-employment tax amount $468,000
Number of returns with total tax payments 4,260
Total tax payments amount $7,783,000
Number of returns with earned income credit 1,120
Earned income credit amount [8] $2,434,000
Number of returns with excess earned income credit 970
Excess earned income credit (refundable) amount [9] $2,221,000
Number of returns with additional child tax credit 570
Additional child tax credit amount $671,000
Number of returns with refundable education credit 130
Refundable education credit amount $122,000
Number of returns with income tax 1,840
Income tax amount [10] $1,211,000
Number of returns with tax liability 2,160
Total tax liability amount [11] $1,775,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 380
Tax due at time of filing amount [12] $294,000
Number of returns with overpayments refunded 3,990
Overpayments refunded amount [13] $6,224,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $64,000

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

Number of returns 3,480
Number of single returns 1,810
Number of joint returns 1,060
Number of head of household returns 500
Number of returns with paid preparer's signature 1,660
Number of exemptions 6,270
Number of dependents 1,760
Total number of volunteer prepared returns [5] 150
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 150
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 510
Number of elderly returns [4] 940
Adjust gross income (AGI) [5] $127,838,000
Number of returns with total income 3,480
Salaries and wages amount $129,598,000
Number of returns with salaries and wages 2,820
Salaries and wages amount $95,254
Number of returns with taxable interest 930
Taxable interest amount $796
Number of returns with ordinary dividends 510
Ordinary dividends amount $912,000
Number of returns with qualified dividends 470
Qualified dividends amount [6] $570
Number of returns with state and local income tax refunds 120
State and local income tax refunds amount $35
Number of returns with business or professional net income (less loss) 370
Business or professional net income (less loss) amount $3,605,000
Number of returns with net capital gain (less loss) 430
Net capital gain (less loss) amount $1,399,000
Number of returns with taxable individual retirement arrangements distributions 420
Taxable individual retirement arrangements distributions amount $3,613,000
Number of returns with taxable pensions and annuities 830
Taxable pensions and annuities amount $15,314,000
Number of farm returns 70
Number of returns with unemployment compensation 240
Unemployment compensation amount [7] $1,064,000
Number of returns with taxable Social Security benefits 730
Taxable Social Security benefits amount $4,593,000
Number of returns with partnership/S-corp net income (less loss) 130
Partnership/S-corp net income (less loss) amount $1,552,000
Number of returns with total statutory adjustments 720
Total statutory adjustments amount $1,760,000
Number of returns with educator expenses 40
Educator expenses amount $8,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $267,000
Number of returns with IRA payments 80
IRA payments amount $289,000
Number of returns with student loan interest deduction 290
Student loan interest deduction amount $313,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 40
Domestic production activities deduction amount $446,000
Number of returns with itemized deductions 570
Total itemized deductions amount $8,500,000
Amount of AGI for itemized returns $22,125,000
Number of returns with State and local income taxes 420
State and local income taxes amount $834,000
Number of returns with State and local general sales tax 120
State and local general sales tax amount $89,000
Number of returns with real estate taxes 480
Real estate taxes amount $1,229,000
Number of returns with taxes paid 570
Taxes paid amount $2,209,000
Number of returns with mortgage interest paid 390
Mortgage interest paid amount $2,011,000
Number of returns with contributions 350
Contributions amount $1,189,000
Number of returns with taxable income 3,380
Taxable income amount $68,190,000
Number of returns with income tax before credits 3,340
Income tax before credits amount $8,364,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,200
Total tax credits amount $940,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $52,000
Number of returns with nonrefundable education credit 170
Nonrefundable education credit amount $185,000
Number of returns with retirement savings contribution credit 560
Retirement savings contribution credit amount $105,000
Number of returns with child tax credit 630
Child tax credit amount $587,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 310
Self-employment tax amount $831,000
Number of returns with total tax payments 3,420
Total tax payments amount $15,144,000
Number of returns with earned income credit 650
Earned income credit amount [8] $1,313,000
Number of returns with excess earned income credit 510
Excess earned income credit (refundable) amount [9] $1,058,000
Number of returns with additional child tax credit 470
Additional child tax credit amount $701,000
Number of returns with refundable education credit 120
Refundable education credit amount $109,000
Number of returns with income tax 2,890
Income tax amount [10] $7,424,000
Number of returns with tax liability 3,040
Total tax liability amount [11] $8,523,000
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] $659,000
Number of returns with overpayments refunded 2,980
Overpayments refunded amount [13] $7,237,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $101,000

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

Number of returns 2,460
Number of single returns 790
Number of joint returns 1,400
Number of head of household returns 190
Number of returns with paid preparer's signature 1,340
Number of exemptions 5,460
Number of dependents 1,610
Total number of volunteer prepared returns [5] 90
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 90
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 250
Number of elderly returns [4] 840
Adjust gross income (AGI) [5] $151,302,000
Number of returns with total income 2,460
Salaries and wages amount $153,134,000
Number of returns with salaries and wages 1,990
Salaries and wages amount $107,258
Number of returns with taxable interest 970
Taxable interest amount $960
Number of returns with ordinary dividends 550
Ordinary dividends amount $1,482,000
Number of returns with qualified dividends 500
Qualified dividends amount [6] $979
Number of returns with state and local income tax refunds 230
State and local income tax refunds amount $77
Number of returns with business or professional net income (less loss) 360
Business or professional net income (less loss) amount $3,907,000
Number of returns with net capital gain (less loss) 450
Net capital gain (less loss) amount $1,901,000
Number of returns with taxable individual retirement arrangements distributions 390
Taxable individual retirement arrangements distributions amount $4,305,000
Number of returns with taxable pensions and annuities 740
Taxable pensions and annuities amount $19,675,000
Number of farm returns 60
Number of returns with unemployment compensation 140
Unemployment compensation amount [7] $572,000
Number of returns with taxable Social Security benefits 670
Taxable Social Security benefits amount $9,354,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $2,089,000
Number of returns with total statutory adjustments 670
Total statutory adjustments amount $1,832,000
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 50
Self-employment health insurance deduction amount $320,000
Number of returns with IRA payments 60
IRA payments amount $263,000
Number of returns with student loan interest deduction 270
Student loan interest deduction amount $305,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $35,000
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $338,000
Number of returns with itemized deductions 820
Total itemized deductions amount $13,522,000
Amount of AGI for itemized returns $51,045,000
Number of returns with State and local income taxes 690
State and local income taxes amount $2,114,000
Number of returns with State and local general sales tax 100
State and local general sales tax amount $89,000
Number of returns with real estate taxes 750
Real estate taxes amount $2,104,000
Number of returns with taxes paid 810
Taxes paid amount $4,388,000
Number of returns with mortgage interest paid 630
Mortgage interest paid amount $3,650,000
Number of returns with contributions 560
Contributions amount $2,131,000
Number of returns with taxable income 2,440
Taxable income amount $97,792,000
Number of returns with income tax before credits 2,430
Income tax before credits amount $13,450,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 970
Total tax credits amount $1,361,000
Number of returns with foreign tax credit 140
Foreign tax credit amount $7,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $47,000
Number of returns with nonrefundable education credit 130
Nonrefundable education credit amount $177,000
Number of returns with retirement savings contribution credit 230
Retirement savings contribution credit amount $39,000
Number of returns with child tax credit 650
Child tax credit amount $1,043,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $20,000
Number of returns with self-employment tax 270
Self-employment tax amount $875,000
Number of returns with total tax payments 2,420
Total tax payments amount $17,416,000
Number of returns with earned income credit 30
Earned income credit amount [8] $10,000
Number of returns with excess earned income credit 20
Excess earned income credit (refundable) amount [9] $8,000
Number of returns with additional child tax credit 120
Additional child tax credit amount $214,000
Number of returns with refundable education credit 90
Refundable education credit amount $90,000
Number of returns with income tax 2,320
Income tax amount [10] $12,090,000
Number of returns with tax liability 2,360
Total tax liability amount [11] $13,144,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 500
Tax due at time of filing amount [12] $1,019,000
Number of returns with overpayments refunded 1,880
Overpayments refunded amount [13] $5,175,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $144,000

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

Number of returns 1,750
Number of single returns 270
Number of joint returns 1,390
Number of head of household returns 70
Number of returns with paid preparer's signature 990
Number of exemptions 4,310
Number of dependents 1,180
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] 130
Number of elderly returns [4] 590
Adjust gross income (AGI) [5] $151,355,000
Number of returns with total income 1,750
Salaries and wages amount $153,192,000
Number of returns with salaries and wages 1,460
Salaries and wages amount $108,907
Number of returns with taxable interest 850
Taxable interest amount $920
Number of returns with ordinary dividends 510
Ordinary dividends amount $1,602,000
Number of returns with qualified dividends 460
Qualified dividends amount [6] $1,047
Number of returns with state and local income tax refunds 270
State and local income tax refunds amount $121
Number of returns with business or professional net income (less loss) 280
Business or professional net income (less loss) amount $3,021,000
Number of returns with net capital gain (less loss) 420
Net capital gain (less loss) amount $2,312,000
Number of returns with taxable individual retirement arrangements distributions 300
Taxable individual retirement arrangements distributions amount $4,522,000
Number of returns with taxable pensions and annuities 570
Taxable pensions and annuities amount $18,278,000
Number of farm returns 30
Number of returns with unemployment compensation 110
Unemployment compensation amount [7] $458,000
Number of returns with taxable Social Security benefits 450
Taxable Social Security benefits amount $8,634,000
Number of returns with partnership/S-corp net income (less loss) 130
Partnership/S-corp net income (less loss) amount $2,942,000
Number of returns with total statutory adjustments 530
Total statutory adjustments amount $1,837,000
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 50
Self-employment health insurance deduction amount $441,000
Number of returns with IRA payments 60
IRA payments amount $313,000
Number of returns with student loan interest deduction 210
Student loan interest deduction amount $249,000
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 840
Total itemized deductions amount $15,764,000
Amount of AGI for itemized returns $73,533,000
Number of returns with State and local income taxes 740
State and local income taxes amount $3,045,000
Number of returns with State and local general sales tax 90
State and local general sales tax amount $110,000
Number of returns with real estate taxes 780
Real estate taxes amount $2,489,000
Number of returns with taxes paid 840
Taxes paid amount $5,712,000
Number of returns with mortgage interest paid 680
Mortgage interest paid amount $4,320,000
Number of returns with contributions 610
Contributions amount $2,795,000
Number of returns with taxable income 1,740
Taxable income amount $106,952,000
Number of returns with income tax before credits 1,730
Income tax before credits amount $15,234,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 720
Total tax credits amount $1,193,000
Number of returns with foreign tax credit 130
Foreign tax credit amount $11,000
Number of returns with child and dependent care credit 130
Child and dependent care credit amount $77,000
Number of returns with nonrefundable education credit 140
Nonrefundable education credit amount $203,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 500
Child tax credit amount $863,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $26,000
Number of returns with self-employment tax 210
Self-employment tax amount $808,000
Number of returns with total tax payments 1,720
Total tax payments amount $18,315,000
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 100
Refundable education credit amount $108,000
Number of returns with income tax 1,720
Income tax amount [10] $14,041,000
Number of returns with tax liability 1,730
Total tax liability amount [11] $14,987,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 400
Tax due at time of filing amount [12] $1,068,000
Number of returns with overpayments refunded 1,290
Overpayments refunded amount [13] $4,249,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $149,000

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

Number of returns 2,340
Number of single returns 170
Number of joint returns 2,130
Number of head of household returns 40
Number of returns with paid preparer's signature 1,350
Number of exemptions 6,610
Number of dependents 2,140
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] 140
Number of elderly returns [4] 750
Adjust gross income (AGI) [5] $308,572,000
Number of returns with total income 2,340
Salaries and wages amount $312,644,000
Number of returns with salaries and wages 2,030
Salaries and wages amount $223,631
Number of returns with taxable interest 1,350
Taxable interest amount $1,841
Number of returns with ordinary dividends 880
Ordinary dividends amount $4,360,000
Number of returns with qualified dividends 840
Qualified dividends amount [6] $3,298
Number of returns with state and local income tax refunds 660
State and local income tax refunds amount $275
Number of returns with business or professional net income (less loss) 400
Business or professional net income (less loss) amount $7,913,000
Number of returns with net capital gain (less loss) 770
Net capital gain (less loss) amount $8,224,000
Number of returns with taxable individual retirement arrangements distributions 430
Taxable individual retirement arrangements distributions amount $9,833,000
Number of returns with taxable pensions and annuities 770
Taxable pensions and annuities amount $31,008,000
Number of farm returns 50
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $357,000
Number of returns with taxable Social Security benefits 530
Taxable Social Security benefits amount $12,259,000
Number of returns with partnership/S-corp net income (less loss) 250
Partnership/S-corp net income (less loss) amount $8,397,000
Number of returns with total statutory adjustments 940
Total statutory adjustments amount $4,072,000
Number of returns with educator expenses 190
Educator expenses amount $51,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $537,000
Number of returns with self-employment health insurance deduction 110
Self-employment health insurance deduction amount $999,000
Number of returns with IRA payments 80
IRA payments amount $467,000
Number of returns with student loan interest deduction 380
Student loan interest deduction amount $414,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $123,000
Returns with domestic production activities deduction 50
Domestic production activities deduction amount $509,000
Number of returns with itemized deductions 1,710
Total itemized deductions amount $38,756,000
Amount of AGI for itemized returns $230,410,000
Number of returns with State and local income taxes 1,610
State and local income taxes amount $10,000,000
Number of returns with State and local general sales tax 100
State and local general sales tax amount $176,000
Number of returns with real estate taxes 1,660
Real estate taxes amount $6,409,000
Number of returns with taxes paid 1,710
Taxes paid amount $16,722,000
Number of returns with mortgage interest paid 1,450
Mortgage interest paid amount $10,331,000
Number of returns with contributions 1,370
Contributions amount $7,605,000
Number of returns with taxable income 2,340
Taxable income amount $234,891,000
Number of returns with income tax before credits 2,340
Income tax before credits amount $38,969,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,090
Total tax credits amount $1,524,000
Number of returns with foreign tax credit 280
Foreign tax credit amount $27,000
Number of returns with child and dependent care credit 240
Child and dependent care credit amount $140,000
Number of returns with nonrefundable education credit 250
Nonrefundable education credit amount $365,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 580
Child tax credit amount $847,000
Number of returns with residential energy tax credit 70
Residential energy tax credit amount $78,000
Number of returns with self-employment tax 330
Self-employment tax amount $1,461,000
Number of returns with total tax payments 2,320
Total tax payments amount $42,490,000
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 210
Refundable education credit amount $213,000
Number of returns with income tax 2,330
Income tax amount [10] $37,445,000
Number of returns with tax liability 2,330
Total tax liability amount [11] $39,182,000
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] $3,087,000
Number of returns with overpayments refunded 1,490
Overpayments refunded amount [13] $5,972,000
Number of returns with credit to next year’s estimated tax 120
Credited to next year’s estimated tax amount $401,000

Adjusted Gross Income: $200,000 or more

Number of returns 460
Number of single returns 40
Number of joint returns 420
Number of head of household returns 0
Number of returns with paid preparer's signature 360
Number of exemptions 1,330
Number of dependents 450
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] 150
Adjust gross income (AGI) [5] $190,702,000
Number of returns with total income 460
Salaries and wages amount $195,780,000
Number of returns with salaries and wages 400
Salaries and wages amount $96,062
Number of returns with taxable interest 370
Taxable interest amount $2,118
Number of returns with ordinary dividends 290
Ordinary dividends amount $4,848,000
Number of returns with qualified dividends 270
Qualified dividends amount [6] $3,943
Number of returns with state and local income tax refunds 180
State and local income tax refunds amount $484
Number of returns with business or professional net income (less loss) 130
Business or professional net income (less loss) amount $7,879,000
Number of returns with net capital gain (less loss) 280
Net capital gain (less loss) amount $14,535,000
Number of returns with taxable individual retirement arrangements distributions 80
Taxable individual retirement arrangements distributions amount $3,392,000
Number of returns with taxable pensions and annuities 120
Taxable pensions and annuities amount $6,305,000
Number of farm returns 20
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 $2,289,000
Number of returns with partnership/S-corp net income (less loss) 180
Partnership/S-corp net income (less loss) amount $52,006,000
Number of returns with total statutory adjustments 210
Total statutory adjustments amount $5,078,000
Number of returns with educator expenses 20
Educator expenses amount $5,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $800,000
Number of returns with self-employment health insurance deduction 90
Self-employment health insurance deduction amount $1,288,000
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 40
Domestic production activities deduction amount $1,997,000
Number of returns with itemized deductions 430
Total itemized deductions amount $23,253,000
Amount of AGI for itemized returns $181,969,000
Number of returns with State and local income taxes 420
State and local income taxes amount $9,581,000
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 420
Real estate taxes amount $2,590,000
Number of returns with taxes paid 430
Taxes paid amount $12,269,000
Number of returns with mortgage interest paid 310
Mortgage interest paid amount $2,803,000
Number of returns with contributions 390
Contributions amount $7,968,000
Number of returns with taxable income 460
Taxable income amount $163,242,000
Number of returns with income tax before credits 460
Income tax before credits amount $44,251,000
Number of returns with alternative minimum tax 230
Alternative minimum tax amount $988,000
Number of returns with total tax credits 170
Total tax credits amount $378,000
Number of returns with foreign tax credit 130
Foreign tax credit amount $65,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $20,000
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 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 140
Self-employment tax amount $1,131,000
Number of returns with total tax payments 460
Total tax payments amount $46,718,000
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 460
Income tax amount [10] $43,873,000
Number of returns with tax liability 460
Total tax liability amount [11] $45,910,000
Number of returns with net investment income tax 240
Net investment income tax $557,000
Number of returns with tax due at time of filing 200
Tax due at time of filing amount [12] $5,491,000
Number of returns with overpayments refunded 200
Overpayments refunded amount [13] $2,698,000
Number of returns with credit to next year’s estimated tax 100
Credited to next year’s estimated tax amount $3,551,000

[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.