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ZIP Code Database - Facts & Stats

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ZIP Code 18052 Income Tax Stats

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

ZIP Code 18052 Data

Zip Code:18052
City:Whitehall
State:PA [Pennsylvania]
Counties: LEHIGH, PA
City Alias(es):Whitehall
Area Code:484
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


18052 Income Tax Overview

Total Number of Tax Returns for ZIP Code 18052 [1] 15,230
Total Number of Single Tax Returns for ZIP Code 18052 5,050
Total Number of Joint Tax Returns for ZIP Code 18052 5,190
Total Number of Dependents for ZIP Code 18052 7,880
Total Adjusted Gross Income for ZIP Code 18052 $791,874,000
Average Income per Person for ZIP Code 18052 $29,436
Average Income per Household for ZIP Code 18052 $51,994

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 5,260
Number of single returns 3,870
Number of joint returns 690
Number of head of household returns 630
Number of returns with paid preparer's signature 2,560
Number of exemptions 6,310
Number of dependents 1,560
Total number of volunteer prepared returns [5] 210
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 210
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 680
Number of elderly returns [4] 1,420
Adjust gross income (AGI) [5] $62,937,000
Number of returns with total income 5,260
Salaries and wages amount $63,778,000
Number of returns with salaries and wages 3,880
Salaries and wages amount $44,442
Number of returns with taxable interest 1,040
Taxable interest amount $555
Number of returns with ordinary dividends 670
Ordinary dividends amount $1,164,000
Number of returns with qualified dividends 610
Qualified dividends amount [6] $695
Number of returns with state and local income tax refunds 20
State and local income tax refunds amount $2
Number of returns with business or professional net income (less loss) 580
Business or professional net income (less loss) amount $4,427,000
Number of returns with net capital gain (less loss) 500
Net capital gain (less loss) amount $266,000
Number of returns with taxable individual retirement arrangements distributions 560
Taxable individual retirement arrangements distributions amount $3,059,000
Number of returns with taxable pensions and annuities 1,060
Taxable pensions and annuities amount $8,201,000
Number of farm returns 0
Number of returns with unemployment compensation 210
Unemployment compensation amount [7] $858,000
Number of returns with taxable Social Security benefits 360
Taxable Social Security benefits amount $658,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $93,000
Number of returns with total statutory adjustments 740
Total statutory adjustments amount $841,000
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 $149,000
Number of returns with IRA payments 20
IRA payments amount $84,000
Number of returns with student loan interest deduction 190
Student loan interest deduction amount $190,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $74,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 290
Total itemized deductions amount $4,147,000
Amount of AGI for itemized returns $4,515,000
Number of returns with State and local income taxes 160
State and local income taxes amount $160,000
Number of returns with State and local general sales tax 100
State and local general sales tax amount $54,000
Number of returns with real estate taxes 220
Real estate taxes amount $930,000
Number of returns with taxes paid 290
Taxes paid amount $1,168,000
Number of returns with mortgage interest paid 150
Mortgage interest paid amount $774,000
Number of returns with contributions 190
Contributions amount $309,000
Number of returns with taxable income 2,250
Taxable income amount $13,431,000
Number of returns with income tax before credits 2,220
Income tax before credits amount $1,413,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 560
Total tax credits amount $207,000
Number of returns with foreign tax credit 20
Foreign tax credit amount $0
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $21,000
Number of returns with nonrefundable education credit 140
Nonrefundable education credit amount $97,000
Number of returns with retirement savings contribution credit 220
Retirement savings contribution credit amount $35,000
Number of returns with child tax credit 150
Child tax credit amount $53,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 500
Self-employment tax amount $721,000
Number of returns with total tax payments 4,670
Total tax payments amount $9,430,000
Number of returns with earned income credit 1,460
Earned income credit amount [8] $3,583,000
Number of returns with excess earned income credit 1,270
Excess earned income credit (refundable) amount [9] $3,112,000
Number of returns with additional child tax credit 760
Additional child tax credit amount $924,000
Number of returns with refundable education credit 230
Refundable education credit amount $213,000
Number of returns with income tax 1,870
Income tax amount [10] $1,206,000
Number of returns with tax liability 2,340
Total tax liability amount [11] $2,053,000
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] $313,000
Number of returns with overpayments refunded 4,400
Overpayments refunded amount [13] $7,654,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 4,200
Number of single returns 2,270
Number of joint returns 900
Number of head of household returns 890
Number of returns with paid preparer's signature 2,080
Number of exemptions 7,430
Number of dependents 2,350
Total number of volunteer prepared returns [5] 60
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 60
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 710
Number of elderly returns [4] 900
Adjust gross income (AGI) [5] $153,418,000
Number of returns with total income 4,200
Salaries and wages amount $154,906,000
Number of returns with salaries and wages 3,640
Salaries and wages amount $124,743
Number of returns with taxable interest 880
Taxable interest amount $640
Number of returns with ordinary dividends 570
Ordinary dividends amount $1,395,000
Number of returns with qualified dividends 530
Qualified dividends amount [6] $978
Number of returns with state and local income tax refunds 140
State and local income tax refunds amount $34
Number of returns with business or professional net income (less loss) 420
Business or professional net income (less loss) amount $3,745,000
Number of returns with net capital gain (less loss) 450
Net capital gain (less loss) amount $866,000
Number of returns with taxable individual retirement arrangements distributions 420
Taxable individual retirement arrangements distributions amount $4,034,000
Number of returns with taxable pensions and annuities 820
Taxable pensions and annuities amount $12,085,000
Number of farm returns 0
Number of returns with unemployment compensation 240
Unemployment compensation amount [7] $1,230,000
Number of returns with taxable Social Security benefits 730
Taxable Social Security benefits amount $5,311,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $350,000
Number of returns with total statutory adjustments 890
Total statutory adjustments amount $1,488,000
Number of returns with educator expenses 60
Educator expenses amount $13,000
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 $188,000
Number of returns with IRA payments 60
IRA payments amount $225,000
Number of returns with student loan interest deduction 510
Student loan interest deduction amount $528,000
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 $12,471,000
Amount of AGI for itemized returns $31,489,000
Number of returns with State and local income taxes 650
State and local income taxes amount $1,223,000
Number of returns with State and local general sales tax 130
State and local general sales tax amount $104,000
Number of returns with real estate taxes 590
Real estate taxes amount $2,232,000
Number of returns with taxes paid 800
Taxes paid amount $3,643,000
Number of returns with mortgage interest paid 490
Mortgage interest paid amount $2,532,000
Number of returns with contributions 550
Contributions amount $1,189,000
Number of returns with taxable income 4,070
Taxable income amount $82,810,000
Number of returns with income tax before credits 4,040
Income tax before credits amount $10,305,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,670
Total tax credits amount $1,417,000
Number of returns with foreign tax credit 120
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 240
Child and dependent care credit amount $148,000
Number of returns with nonrefundable education credit 330
Nonrefundable education credit amount $360,000
Number of returns with retirement savings contribution credit 650
Retirement savings contribution credit amount $110,000
Number of returns with child tax credit 840
Child tax credit amount $766,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $20,000
Number of returns with self-employment tax 290
Self-employment tax amount $704,000
Number of returns with total tax payments 4,130
Total tax payments amount $18,848,000
Number of returns with earned income credit 980
Earned income credit amount [8] $2,128,000
Number of returns with excess earned income credit 800
Excess earned income credit (refundable) amount [9] $1,745,000
Number of returns with additional child tax credit 680
Additional child tax credit amount $917,000
Number of returns with refundable education credit 270
Refundable education credit amount $251,000
Number of returns with income tax 3,380
Income tax amount [10] $8,888,000
Number of returns with tax liability 3,550
Total tax liability amount [11] $9,770,000
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] $671,000
Number of returns with overpayments refunded 3,620
Overpayments refunded amount [13] $9,658,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $94,000

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

Number of returns 2,410
Number of single returns 1,020
Number of joint returns 1,030
Number of head of household returns 300
Number of returns with paid preparer's signature 1,290
Number of exemptions 4,830
Number of dependents 1,390
Total number of volunteer prepared returns [5] 30
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
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] 300
Number of elderly returns [4] 690
Adjust gross income (AGI) [5] $147,765,000
Number of returns with total income 2,410
Salaries and wages amount $149,257,000
Number of returns with salaries and wages 2,110
Salaries and wages amount $116,030
Number of returns with taxable interest 740
Taxable interest amount $698
Number of returns with ordinary dividends 510
Ordinary dividends amount $1,589,000
Number of returns with qualified dividends 470
Qualified dividends amount [6] $1,077
Number of returns with state and local income tax refunds 230
State and local income tax refunds amount $62
Number of returns with business or professional net income (less loss) 270
Business or professional net income (less loss) amount $2,768,000
Number of returns with net capital gain (less loss) 390
Net capital gain (less loss) amount $1,290,000
Number of returns with taxable individual retirement arrangements distributions 350
Taxable individual retirement arrangements distributions amount $4,511,000
Number of returns with taxable pensions and annuities 580
Taxable pensions and annuities amount $11,832,000
Number of farm returns 0
Number of returns with unemployment compensation 150
Unemployment compensation amount [7] $676,000
Number of returns with taxable Social Security benefits 520
Taxable Social Security benefits amount $8,284,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $958,000
Number of returns with total statutory adjustments 670
Total statutory adjustments amount $1,492,000
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 40
Self-employment health insurance deduction amount $225,000
Number of returns with IRA payments 60
IRA payments amount $315,000
Number of returns with student loan interest deduction 370
Student loan interest deduction amount $429,000
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 870
Total itemized deductions amount $14,716,000
Amount of AGI for itemized returns $53,796,000
Number of returns with State and local income taxes 770
State and local income taxes amount $2,197,000
Number of returns with State and local general sales tax 90
State and local general sales tax amount $87,000
Number of returns with real estate taxes 740
Real estate taxes amount $3,031,000
Number of returns with taxes paid 860
Taxes paid amount $5,426,000
Number of returns with mortgage interest paid 650
Mortgage interest paid amount $3,687,000
Number of returns with contributions 640
Contributions amount $1,463,000
Number of returns with taxable income 2,400
Taxable income amount $98,205,000
Number of returns with income tax before credits 2,400
Income tax before credits amount $13,842,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 910
Total tax credits amount $1,317,000
Number of returns with foreign tax credit 130
Foreign tax credit amount $17,000
Number of returns with child and dependent care credit 140
Child and dependent care credit amount $81,000
Number of returns with nonrefundable education credit 210
Nonrefundable education credit amount $308,000
Number of returns with retirement savings contribution credit 160
Retirement savings contribution credit amount $26,000
Number of returns with child tax credit 560
Child tax credit amount $840,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $34,000
Number of returns with self-employment tax 200
Self-employment tax amount $528,000
Number of returns with total tax payments 2,390
Total tax payments amount $17,930,000
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 90
Additional child tax credit amount $103,000
Number of returns with refundable education credit 150
Refundable education credit amount $167,000
Number of returns with income tax 2,310
Income tax amount [10] $12,524,000
Number of returns with tax liability 2,330
Total tax liability amount [11] $13,202,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 450
Tax due at time of filing amount [12] $890,000
Number of returns with overpayments refunded 1,940
Overpayments refunded amount [13] $5,507,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $96,000

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

Number of returns 1,470
Number of single returns 360
Number of joint returns 990
Number of head of household returns 110
Number of returns with paid preparer's signature 860
Number of exemptions 3,480
Number of dependents 1,020
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 130
Number of elderly returns [4] 480
Adjust gross income (AGI) [5] $127,251,000
Number of returns with total income 1,470
Salaries and wages amount $128,208,000
Number of returns with salaries and wages 1,270
Salaries and wages amount $96,132
Number of returns with taxable interest 620
Taxable interest amount $679
Number of returns with ordinary dividends 450
Ordinary dividends amount $1,761,000
Number of returns with qualified dividends 430
Qualified dividends amount [6] $1,282
Number of returns with state and local income tax refunds 240
State and local income tax refunds amount $57
Number of returns with business or professional net income (less loss) 180
Business or professional net income (less loss) amount $2,101,000
Number of returns with net capital gain (less loss) 340
Net capital gain (less loss) amount $1,523,000
Number of returns with taxable individual retirement arrangements distributions 250
Taxable individual retirement arrangements distributions amount $4,536,000
Number of returns with taxable pensions and annuities 450
Taxable pensions and annuities amount $11,711,000
Number of farm returns 0
Number of returns with unemployment compensation 100
Unemployment compensation amount [7] $427,000
Number of returns with taxable Social Security benefits 390
Taxable Social Security benefits amount $8,216,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $502,000
Number of returns with total statutory adjustments 400
Total statutory adjustments amount $957,000
Number of returns with educator expenses 60
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 20
Self-employment health insurance deduction amount $138,000
Number of returns with IRA payments 50
IRA payments amount $256,000
Number of returns with student loan interest deduction 180
Student loan interest deduction amount $209,000
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 740
Total itemized deductions amount $13,973,000
Amount of AGI for itemized returns $64,217,000
Number of returns with State and local income taxes 660
State and local income taxes amount $2,665,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $70,000
Number of returns with real estate taxes 660
Real estate taxes amount $2,924,000
Number of returns with taxes paid 740
Taxes paid amount $5,744,000
Number of returns with mortgage interest paid 590
Mortgage interest paid amount $3,554,000
Number of returns with contributions 570
Contributions amount $1,427,000
Number of returns with taxable income 1,470
Taxable income amount $90,741,000
Number of returns with income tax before credits 1,470
Income tax before credits amount $13,465,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 630
Total tax credits amount $993,000
Number of returns with foreign tax credit 120
Foreign tax credit amount $7,000
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $65,000
Number of returns with nonrefundable education credit 150
Nonrefundable education credit amount $215,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 420
Child tax credit amount $667,000
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 $342,000
Number of returns with total tax payments 1,470
Total tax payments amount $15,651,000
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 110
Refundable education credit amount $111,000
Number of returns with income tax 1,460
Income tax amount [10] $12,472,000
Number of returns with tax liability 1,460
Total tax liability amount [11] $12,927,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 350
Tax due at time of filing amount [12] $863,000
Number of returns with overpayments refunded 1,090
Overpayments refunded amount [13] $3,505,000
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: $100,000 under $200,000

Number of returns 1,670
Number of single returns 210
Number of joint returns 1,400
Number of head of household returns 50
Number of returns with paid preparer's signature 980
Number of exemptions 4,430
Number of dependents 1,360
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] 110
Number of elderly returns [4] 540
Adjust gross income (AGI) [5] $219,588,000
Number of returns with total income 1,670
Salaries and wages amount $221,568,000
Number of returns with salaries and wages 1,500
Salaries and wages amount $165,219
Number of returns with taxable interest 890
Taxable interest amount $1,284
Number of returns with ordinary dividends 720
Ordinary dividends amount $4,143,000
Number of returns with qualified dividends 670
Qualified dividends amount [6] $3,199
Number of returns with state and local income tax refunds 470
State and local income tax refunds amount $134
Number of returns with business or professional net income (less loss) 230
Business or professional net income (less loss) amount $5,079,000
Number of returns with net capital gain (less loss) 560
Net capital gain (less loss) amount $4,447,000
Number of returns with taxable individual retirement arrangements distributions 290
Taxable individual retirement arrangements distributions amount $7,178,000
Number of returns with taxable pensions and annuities 550
Taxable pensions and annuities amount $18,992,000
Number of farm returns 0
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $398,000
Number of returns with taxable Social Security benefits 390
Taxable Social Security benefits amount $9,177,000
Number of returns with partnership/S-corp net income (less loss) 150
Partnership/S-corp net income (less loss) amount $3,119,000
Number of returns with total statutory adjustments 600
Total statutory adjustments amount $1,980,000
Number of returns with educator expenses 140
Educator expenses amount $39,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $569,000
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $747,000
Number of returns with IRA payments 60
IRA payments amount $315,000
Number of returns with student loan interest deduction 250
Student loan interest deduction amount $276,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $66,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,230
Total itemized deductions amount $27,343,000
Amount of AGI for itemized returns $165,137,000
Number of returns with State and local income taxes 1,160
State and local income taxes amount $7,173,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $96,000
Number of returns with real estate taxes 1,170
Real estate taxes amount $5,954,000
Number of returns with taxes paid 1,230
Taxes paid amount $13,344,000
Number of returns with mortgage interest paid 1,020
Mortgage interest paid amount $6,686,000
Number of returns with contributions 1,060
Contributions amount $3,354,000
Number of returns with taxable income 1,670
Taxable income amount $168,783,000
Number of returns with income tax before credits 1,670
Income tax before credits amount $28,640,000
Number of returns with alternative minimum tax 20
Alternative minimum tax amount $54,000
Number of returns with total tax credits 760
Total tax credits amount $907,000
Number of returns with foreign tax credit 230
Foreign tax credit amount $29,000
Number of returns with child and dependent care credit 130
Child and dependent care credit amount $73,000
Number of returns with nonrefundable education credit 210
Nonrefundable education credit amount $309,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 320
Child tax credit amount $425,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $19,000
Number of returns with self-employment tax 190
Self-employment tax amount $808,000
Number of returns with total tax payments 1,660
Total tax payments amount $30,685,000
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 180
Refundable education credit amount $180,000
Number of returns with income tax 1,670
Income tax amount [10] $27,733,000
Number of returns with tax liability 1,670
Total tax liability amount [11] $28,748,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 580
Tax due at time of filing amount [12] $2,434,000
Number of returns with overpayments refunded 1,050
Overpayments refunded amount [13] $4,107,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $389,000

Adjusted Gross Income: $200,000 or more

Number of returns 220
Number of single returns 40
Number of joint returns 180
Number of head of household returns 0
Number of returns with paid preparer's signature 150
Number of exemptions 590
Number of dependents 200
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 0
Number of elderly returns [4] 70
Adjust gross income (AGI) [5] $80,915,000
Number of returns with total income 220
Salaries and wages amount $81,996,000
Number of returns with salaries and wages 200
Salaries and wages amount $45,190
Number of returns with taxable interest 170
Taxable interest amount $335
Number of returns with ordinary dividends 140
Ordinary dividends amount $1,784,000
Number of returns with qualified dividends 140
Qualified dividends amount [6] $1,386
Number of returns with state and local income tax refunds 70
State and local income tax refunds amount $62
Number of returns with business or professional net income (less loss) 40
Business or professional net income (less loss) amount $1,316,000
Number of returns with net capital gain (less loss) 140
Net capital gain (less loss) amount $5,344,000
Number of returns with taxable individual retirement arrangements distributions 40
Taxable individual retirement arrangements distributions amount $2,121,000
Number of returns with taxable pensions and annuities 60
Taxable pensions and annuities amount $3,187,000
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 40
Taxable Social Security benefits amount $1,004,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $6,583,000
Number of returns with total statutory adjustments 60
Total statutory adjustments amount $1,081,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 0
Student loan interest deduction amount $0
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 200
Total itemized deductions amount $8,020,000
Amount of AGI for itemized returns $75,885,000
Number of returns with State and local income taxes 190
State and local income taxes amount $3,249,000
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 190
Real estate taxes amount $1,413,000
Number of returns with taxes paid 200
Taxes paid amount $4,718,000
Number of returns with mortgage interest paid 140
Mortgage interest paid amount $1,141,000
Number of returns with contributions 180
Contributions amount $837,000
Number of returns with taxable income 220
Taxable income amount $70,788,000
Number of returns with income tax before credits 220
Income tax before credits amount $17,642,000
Number of returns with alternative minimum tax 110
Alternative minimum tax amount $482,000
Number of returns with total tax credits 90
Total tax credits amount $45,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $12,000
Number of returns with child and dependent care credit 20
Child and dependent care credit amount $11,000
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 40
Self-employment tax amount $247,000
Number of returns with total tax payments 220
Total tax payments amount $17,320,000
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 220
Income tax amount [10] $17,552,000
Number of returns with tax liability 220
Total tax liability amount [11] $18,156,000
Number of returns with net investment income tax 100
Net investment income tax $201,000
Number of returns with tax due at time of filing 110
Tax due at time of filing amount [12] $1,962,000
Number of returns with overpayments refunded 90
Overpayments refunded amount [13] $930,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

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

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

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

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

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

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

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

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

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

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

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

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