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ZIP Code Database - Facts & Stats

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ZIP Code 17402 Income Tax Stats

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

ZIP Code 17402 Data

Zip Code:17402
City:York
State:PA [Pennsylvania]
Counties: YORK, PA
City Alias(es):York
Area Code:717
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


17402 Income Tax Overview

Total Number of Tax Returns for ZIP Code 17402 [1] 17,280
Total Number of Single Tax Returns for ZIP Code 17402 6,360
Total Number of Joint Tax Returns for ZIP Code 17402 7,010
Total Number of Dependents for ZIP Code 17402 8,830
Total Adjusted Gross Income for ZIP Code 17402 $1,207,391,000
Average Income per Person for ZIP Code 17402 $33,207
Average Income per Household for ZIP Code 17402 $69,872

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 5,320
Number of single returns 4,090
Number of joint returns 630
Number of head of household returns 510
Number of returns with paid preparer's signature 2,120
Number of exemptions 5,690
Number of dependents 1,140
Total number of volunteer prepared returns [5] 410
Number of volunteer income tax assistance (VITA) prepared returns [3] 200
Number of tax counseling for the elderly (TCE) prepared returns [3] 210
Number of volunteer prepared returns with Earned Income Credit 80
Number of refund anticipation check returns [3] 580
Number of elderly returns [4] 1,600
Adjust gross income (AGI) [5] $59,938,000
Number of returns with total income 5,320
Salaries and wages amount $60,813,000
Number of returns with salaries and wages 3,770
Salaries and wages amount $40,587
Number of returns with taxable interest 1,150
Taxable interest amount $733
Number of returns with ordinary dividends 890
Ordinary dividends amount $1,445,000
Number of returns with qualified dividends 810
Qualified dividends amount [6] $855
Number of returns with state and local income tax refunds 30
State and local income tax refunds amount $8
Number of returns with business or professional net income (less loss) 420
Business or professional net income (less loss) amount $2,993,000
Number of returns with net capital gain (less loss) 660
Net capital gain (less loss) amount $645,000
Number of returns with taxable individual retirement arrangements distributions 780
Taxable individual retirement arrangements distributions amount $4,305,000
Number of returns with taxable pensions and annuities 1,120
Taxable pensions and annuities amount $8,475,000
Number of farm returns 0
Number of returns with unemployment compensation 190
Unemployment compensation amount [7] $745,000
Number of returns with taxable Social Security benefits 440
Taxable Social Security benefits amount $833,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $40,000
Number of returns with total statutory adjustments 620
Total statutory adjustments amount $875,000
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 $112,000
Number of returns with IRA payments 30
IRA payments amount $68,000
Number of returns with student loan interest deduction 200
Student loan interest deduction amount $199,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $100,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 390
Total itemized deductions amount $6,122,000
Amount of AGI for itemized returns $5,784,000
Number of returns with State and local income taxes 160
State and local income taxes amount $170,000
Number of returns with State and local general sales tax 190
State and local general sales tax amount $96,000
Number of returns with real estate taxes 290
Real estate taxes amount $1,371,000
Number of returns with taxes paid 380
Taxes paid amount $1,670,000
Number of returns with mortgage interest paid 190
Mortgage interest paid amount $948,000
Number of returns with contributions 250
Contributions amount $501,000
Number of returns with taxable income 2,240
Taxable income amount $13,131,000
Number of returns with income tax before credits 2,170
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 580
Total tax credits amount $178,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $10,000
Number of returns with nonrefundable education credit 130
Nonrefundable education credit amount $82,000
Number of returns with retirement savings contribution credit 250
Retirement savings contribution credit amount $36,000
Number of returns with child tax credit 130
Child tax credit amount $44,000
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 $515,000
Number of returns with total tax payments 4,560
Total tax payments amount $8,127,000
Number of returns with earned income credit 1,180
Earned income credit amount [8] $2,637,000
Number of returns with excess earned income credit 1,050
Excess earned income credit (refundable) amount [9] $2,386,000
Number of returns with additional child tax credit 600
Additional child tax credit amount $682,000
Number of returns with refundable education credit 180
Refundable education credit amount $153,000
Number of returns with income tax 1,870
Income tax amount [10] $1,197,000
Number of returns with tax liability 2,190
Total tax liability amount [11] $1,789,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 390
Tax due at time of filing amount [12] $308,000
Number of returns with overpayments refunded 4,300
Overpayments refunded amount [13] $6,513,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $37,000

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

Number of returns 3,840
Number of single returns 2,260
Number of joint returns 830
Number of head of household returns 630
Number of returns with paid preparer's signature 1,610
Number of exemptions 6,270
Number of dependents 1,620
Total number of volunteer prepared returns [5] 150
Number of volunteer income tax assistance (VITA) prepared returns [3] 100
Number of tax counseling for the elderly (TCE) prepared returns [3] 60
Number of volunteer prepared returns with Earned Income Credit 30
Number of refund anticipation check returns [3] 560
Number of elderly returns [4] 1,020
Adjust gross income (AGI) [5] $140,664,000
Number of returns with total income 3,840
Salaries and wages amount $142,432,000
Number of returns with salaries and wages 3,230
Salaries and wages amount $110,172
Number of returns with taxable interest 950
Taxable interest amount $692
Number of returns with ordinary dividends 670
Ordinary dividends amount $1,733,000
Number of returns with qualified dividends 610
Qualified dividends amount [6] $1,083
Number of returns with state and local income tax refunds 130
State and local income tax refunds amount $30
Number of returns with business or professional net income (less loss) 350
Business or professional net income (less loss) amount $3,849,000
Number of returns with net capital gain (less loss) 520
Net capital gain (less loss) amount $1,075,000
Number of returns with taxable individual retirement arrangements distributions 540
Taxable individual retirement arrangements distributions amount $5,948,000
Number of returns with taxable pensions and annuities 830
Taxable pensions and annuities amount $11,452,000
Number of farm returns 0
Number of returns with unemployment compensation 220
Unemployment compensation amount [7] $933,000
Number of returns with taxable Social Security benefits 810
Taxable Social Security benefits amount $5,927,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $353,000
Number of returns with total statutory adjustments 920
Total statutory adjustments amount $1,768,000
Number of returns with educator expenses 60
Educator expenses amount $14,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $350,000
Number of returns with IRA payments 70
IRA payments amount $297,000
Number of returns with student loan interest deduction 540
Student loan interest deduction amount $618,000
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 800
Total itemized deductions amount $12,495,000
Amount of AGI for itemized returns $31,131,000
Number of returns with State and local income taxes 610
State and local income taxes amount $1,135,000
Number of returns with State and local general sales tax 170
State and local general sales tax amount $117,000
Number of returns with real estate taxes 680
Real estate taxes amount $2,942,000
Number of returns with taxes paid 800
Taxes paid amount $4,264,000
Number of returns with mortgage interest paid 540
Mortgage interest paid amount $2,667,000
Number of returns with contributions 520
Contributions amount $1,213,000
Number of returns with taxable income 3,720
Taxable income amount $78,219,000
Number of returns with income tax before credits 3,690
Income tax before credits amount $9,749,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,380
Total tax credits amount $1,133,000
Number of returns with foreign tax credit 160
Foreign tax credit amount $7,000
Number of returns with child and dependent care credit 130
Child and dependent care credit amount $76,000
Number of returns with nonrefundable education credit 270
Nonrefundable education credit amount $301,000
Number of returns with retirement savings contribution credit 590
Retirement savings contribution credit amount $104,000
Number of returns with child tax credit 630
Child tax credit amount $629,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $7,000
Number of returns with self-employment tax 260
Self-employment tax amount $672,000
Number of returns with total tax payments 3,760
Total tax payments amount $16,613,000
Number of returns with earned income credit 690
Earned income credit amount [8] $1,363,000
Number of returns with excess earned income credit 550
Excess earned income credit (refundable) amount [9] $1,132,000
Number of returns with additional child tax credit 430
Additional child tax credit amount $573,000
Number of returns with refundable education credit 190
Refundable education credit amount $172,000
Number of returns with income tax 3,260
Income tax amount [10] $8,617,000
Number of returns with tax liability 3,380
Total tax liability amount [11] $9,441,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 520
Tax due at time of filing amount [12] $818,000
Number of returns with overpayments refunded 3,260
Overpayments refunded amount [13] $7,873,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $88,000

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

Number of returns 2,540
Number of single returns 1,090
Number of joint returns 1,060
Number of head of household returns 300
Number of returns with paid preparer's signature 1,270
Number of exemptions 4,920
Number of dependents 1,330
Total number of volunteer prepared returns [5] 50
Number of volunteer income tax assistance (VITA) prepared returns [3] 20
Number of tax counseling for the elderly (TCE) prepared returns [3] 30
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 280
Number of elderly returns [4] 810
Adjust gross income (AGI) [5] $156,971,000
Number of returns with total income 2,540
Salaries and wages amount $158,716,000
Number of returns with salaries and wages 2,110
Salaries and wages amount $115,908
Number of returns with taxable interest 840
Taxable interest amount $924
Number of returns with ordinary dividends 640
Ordinary dividends amount $2,034,000
Number of returns with qualified dividends 600
Qualified dividends amount [6] $1,425
Number of returns with state and local income tax refunds 250
State and local income tax refunds amount $75
Number of returns with business or professional net income (less loss) 310
Business or professional net income (less loss) amount $3,642,000
Number of returns with net capital gain (less loss) 500
Net capital gain (less loss) amount $1,895,000
Number of returns with taxable individual retirement arrangements distributions 450
Taxable individual retirement arrangements distributions amount $6,608,000
Number of returns with taxable pensions and annuities 720
Taxable pensions and annuities amount $14,946,000
Number of farm returns 0
Number of returns with unemployment compensation 140
Unemployment compensation amount [7] $683,000
Number of returns with taxable Social Security benefits 660
Taxable Social Security benefits amount $10,739,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $950,000
Number of returns with total statutory adjustments 750
Total statutory adjustments amount $1,745,000
Number of returns with educator expenses 70
Educator expenses amount $17,000
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 $394,000
Number of returns with IRA payments 60
IRA payments amount $262,000
Number of returns with student loan interest deduction 400
Student loan interest deduction amount $460,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $87,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,040
Total itemized deductions amount $17,762,000
Amount of AGI for itemized returns $64,911,000
Number of returns with State and local income taxes 860
State and local income taxes amount $2,284,000
Number of returns with State and local general sales tax 150
State and local general sales tax amount $125,000
Number of returns with real estate taxes 930
Real estate taxes amount $4,179,000
Number of returns with taxes paid 1,040
Taxes paid amount $6,658,000
Number of returns with mortgage interest paid 790
Mortgage interest paid amount $4,482,000
Number of returns with contributions 740
Contributions amount $2,200,000
Number of returns with taxable income 2,520
Taxable income amount $104,438,000
Number of returns with income tax before credits 2,510
Income tax before credits amount $14,871,000
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 $1,263,000
Number of returns with foreign tax credit 180
Foreign tax credit amount $12,000
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 190
Nonrefundable education credit amount $271,000
Number of returns with retirement savings contribution credit 170
Retirement savings contribution credit amount $30,000
Number of returns with child tax credit 560
Child tax credit amount $847,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $11,000
Number of returns with self-employment tax 230
Self-employment tax amount $668,000
Number of returns with total tax payments 2,510
Total tax payments amount $18,843,000
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 80
Additional child tax credit amount $112,000
Number of returns with refundable education credit 140
Refundable education credit amount $145,000
Number of returns with income tax 2,430
Income tax amount [10] $13,609,000
Number of returns with tax liability 2,460
Total tax liability amount [11] $14,370,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 530
Tax due at time of filing amount [12] $1,201,000
Number of returns with overpayments refunded 1,960
Overpayments refunded amount [13] $5,479,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $132,000

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

Number of returns 1,830
Number of single returns 410
Number of joint returns 1,260
Number of head of household returns 140
Number of returns with paid preparer's signature 960
Number of exemptions 4,330
Number of dependents 1,250
Total number of volunteer prepared returns [5] 20
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 20
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 150
Number of elderly returns [4] 630
Adjust gross income (AGI) [5] $158,813,000
Number of returns with total income 1,830
Salaries and wages amount $160,401,000
Number of returns with salaries and wages 1,550
Salaries and wages amount $117,559
Number of returns with taxable interest 760
Taxable interest amount $720
Number of returns with ordinary dividends 610
Ordinary dividends amount $2,392,000
Number of returns with qualified dividends 570
Qualified dividends amount [6] $1,643
Number of returns with state and local income tax refunds 300
State and local income tax refunds amount $92
Number of returns with business or professional net income (less loss) 250
Business or professional net income (less loss) amount $2,971,000
Number of returns with net capital gain (less loss) 460
Net capital gain (less loss) amount $2,301,000
Number of returns with taxable individual retirement arrangements distributions 370
Taxable individual retirement arrangements distributions amount $7,327,000
Number of returns with taxable pensions and annuities 560
Taxable pensions and annuities amount $13,877,000
Number of farm returns 0
Number of returns with unemployment compensation 110
Unemployment compensation amount [7] $513,000
Number of returns with taxable Social Security benefits 500
Taxable Social Security benefits amount $10,794,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $1,069,000
Number of returns with total statutory adjustments 570
Total statutory adjustments amount $1,588,000
Number of returns with educator expenses 100
Educator expenses amount $23,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $251,000
Number of returns with IRA payments 60
IRA payments amount $308,000
Number of returns with student loan interest deduction 260
Student loan interest deduction amount $312,000
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 1,050
Total itemized deductions amount $20,072,000
Amount of AGI for itemized returns $91,948,000
Number of returns with State and local income taxes 910
State and local income taxes amount $3,403,000
Number of returns with State and local general sales tax 120
State and local general sales tax amount $121,000
Number of returns with real estate taxes 990
Real estate taxes amount $5,047,000
Number of returns with taxes paid 1,050
Taxes paid amount $8,662,000
Number of returns with mortgage interest paid 860
Mortgage interest paid amount $5,108,000
Number of returns with contributions 790
Contributions amount $2,659,000
Number of returns with taxable income 1,830
Taxable income amount $111,914,000
Number of returns with income tax before credits 1,820
Income tax before credits amount $16,459,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 810
Total tax credits amount $1,267,000
Number of returns with foreign tax credit 170
Foreign tax credit amount $13,000
Number of returns with child and dependent care credit 130
Child and dependent care credit amount $75,000
Number of returns with nonrefundable education credit 170
Nonrefundable education credit amount $227,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 520
Child tax credit amount $849,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $25,000
Number of returns with self-employment tax 180
Self-employment tax amount $573,000
Number of returns with total tax payments 1,820
Total tax payments amount $19,792,000
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 $34,000
Number of returns with refundable education credit 110
Refundable education credit amount $115,000
Number of returns with income tax 1,800
Income tax amount [10] $15,192,000
Number of returns with tax liability 1,810
Total tax liability amount [11] $15,921,000
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] $1,028,000
Number of returns with overpayments refunded 1,380
Overpayments refunded amount [13] $4,751,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $133,000

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

Number of returns 2,950
Number of single returns 320
Number of joint returns 2,520
Number of head of household returns 90
Number of returns with paid preparer's signature 1,580
Number of exemptions 8,150
Number of dependents 2,680
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] 180
Number of elderly returns [4] 950
Adjust gross income (AGI) [5] $396,526,000
Number of returns with total income 2,950
Salaries and wages amount $400,469,000
Number of returns with salaries and wages 2,590
Salaries and wages amount $299,249
Number of returns with taxable interest 1,630
Taxable interest amount $2,160
Number of returns with ordinary dividends 1,260
Ordinary dividends amount $7,198,000
Number of returns with qualified dividends 1,190
Qualified dividends amount [6] $5,100
Number of returns with state and local income tax refunds 870
State and local income tax refunds amount $354
Number of returns with business or professional net income (less loss) 490
Business or professional net income (less loss) amount $7,916,000
Number of returns with net capital gain (less loss) 1,040
Net capital gain (less loss) amount $10,399,000
Number of returns with taxable individual retirement arrangements distributions 590
Taxable individual retirement arrangements distributions amount $15,722,000
Number of returns with taxable pensions and annuities 920
Taxable pensions and annuities amount $31,199,000
Number of farm returns 0
Number of returns with unemployment compensation 100
Unemployment compensation amount [7] $556,000
Number of returns with taxable Social Security benefits 640
Taxable Social Security benefits amount $16,115,000
Number of returns with partnership/S-corp net income (less loss) 270
Partnership/S-corp net income (less loss) amount $7,909,000
Number of returns with total statutory adjustments 1,130
Total statutory adjustments amount $3,943,000
Number of returns with educator expenses 270
Educator expenses amount $71,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $455,000
Number of returns with self-employment health insurance deduction 100
Self-employment health insurance deduction amount $913,000
Number of returns with IRA payments 110
IRA payments amount $584,000
Number of returns with student loan interest deduction 480
Student loan interest deduction amount $553,000
Number of returns with tuition and fees deduction 70
Tuition and fees deduction amount $143,000
Returns with domestic production activities deduction 40
Domestic production activities deduction amount $167,000
Number of returns with itemized deductions 2,320
Total itemized deductions amount $54,924,000
Amount of AGI for itemized returns $319,136,000
Number of returns with State and local income taxes 2,170
State and local income taxes amount $12,553,000
Number of returns with State and local general sales tax 150
State and local general sales tax amount $203,000
Number of returns with real estate taxes 2,250
Real estate taxes amount $13,557,000
Number of returns with taxes paid 2,320
Taxes paid amount $26,550,000
Number of returns with mortgage interest paid 1,990
Mortgage interest paid amount $13,690,000
Number of returns with contributions 1,950
Contributions amount $8,327,000
Number of returns with taxable income 2,940
Taxable income amount $300,828,000
Number of returns with income tax before credits 2,940
Income tax before credits amount $50,880,000
Number of returns with alternative minimum tax 60
Alternative minimum tax amount $155,000
Number of returns with total tax credits 1,390
Total tax credits amount $1,845,000
Number of returns with foreign tax credit 410
Foreign tax credit amount $56,000
Number of returns with child and dependent care credit 310
Child and dependent care credit amount $182,000
Number of returns with nonrefundable education credit 330
Nonrefundable education credit amount $503,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 650
Child tax credit amount $841,000
Number of returns with residential energy tax credit 70
Residential energy tax credit amount $33,000
Number of returns with self-employment tax 360
Self-employment tax amount $1,499,000
Number of returns with total tax payments 2,940
Total tax payments amount $55,832,000
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 290
Refundable education credit amount $290,000
Number of returns with income tax 2,930
Income tax amount [10] $49,035,000
Number of returns with tax liability 2,930
Total tax liability amount [11] $50,873,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 970
Tax due at time of filing amount [12] $3,666,000
Number of returns with overpayments refunded 1,870
Overpayments refunded amount [13] $7,754,000
Number of returns with credit to next year’s estimated tax 150
Credited to next year’s estimated tax amount $819,000

Adjusted Gross Income: $200,000 or more

Number of returns 800
Number of single returns 60
Number of joint returns 710
Number of head of household returns 20
Number of returns with paid preparer's signature 560
Number of exemptions 2,320
Number of dependents 810
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] 250
Adjust gross income (AGI) [5] $294,479,000
Number of returns with total income 800
Salaries and wages amount $299,930,000
Number of returns with salaries and wages 710
Salaries and wages amount $183,895
Number of returns with taxable interest 610
Taxable interest amount $3,741
Number of returns with ordinary dividends 530
Ordinary dividends amount $10,063,000
Number of returns with qualified dividends 520
Qualified dividends amount [6] $7,356
Number of returns with state and local income tax refunds 250
State and local income tax refunds amount $310
Number of returns with business or professional net income (less loss) 170
Business or professional net income (less loss) amount $10,725,000
Number of returns with net capital gain (less loss) 490
Net capital gain (less loss) amount $27,552,000
Number of returns with taxable individual retirement arrangements distributions 160
Taxable individual retirement arrangements distributions amount $6,475,000
Number of returns with taxable pensions and annuities 190
Taxable pensions and annuities amount $9,407,000
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 130
Taxable Social Security benefits amount $3,702,000
Number of returns with partnership/S-corp net income (less loss) 250
Partnership/S-corp net income (less loss) amount $37,744,000
Number of returns with total statutory adjustments 300
Total statutory adjustments amount $5,451,000
Number of returns with educator expenses 40
Educator expenses amount $10,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $1,222,000
Number of returns with self-employment health insurance deduction 110
Self-employment health insurance deduction amount $1,482,000
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 $701,000
Number of returns with itemized deductions 760
Total itemized deductions amount $32,280,000
Amount of AGI for itemized returns $280,672,000
Number of returns with State and local income taxes 740
State and local income taxes amount $11,602,000
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 740
Real estate taxes amount $6,806,000
Number of returns with taxes paid 760
Taxes paid amount $18,582,000
Number of returns with mortgage interest paid 600
Mortgage interest paid amount $5,474,000
Number of returns with contributions 690
Contributions amount $6,491,000
Number of returns with taxable income 800
Taxable income amount $254,936,000
Number of returns with income tax before credits 800
Income tax before credits amount $65,790,000
Number of returns with alternative minimum tax 440
Alternative minimum tax amount $2,122,000
Number of returns with total tax credits 350
Total tax credits amount $655,000
Number of returns with foreign tax credit 270
Foreign tax credit amount $230,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $38,000
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 20
Residential energy tax credit amount $11,000
Number of returns with self-employment tax 170
Self-employment tax amount $1,513,000
Number of returns with total tax payments 790
Total tax payments amount $65,499,000
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 800
Income tax amount [10] $65,135,000
Number of returns with tax liability 800
Total tax liability amount [11] $68,153,000
Number of returns with net investment income tax 440
Net investment income tax $802,000
Number of returns with tax due at time of filing 400
Tax due at time of filing amount [12] $8,610,000
Number of returns with overpayments refunded 300
Overpayments refunded amount [13] $2,442,000
Number of returns with credit to next year’s estimated tax 120
Credited to next year’s estimated tax amount $3,463,000

[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.