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ZIP Code Database - Facts & Stats

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ZIP Code 18976 Income Tax Stats

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

ZIP Code 18976 Data

Zip Code:18976
City:Warrington
State:PA [Pennsylvania]
Counties: BUCKS, PA
City Alias(es):Warrington
Area Code:215 / 267 / 445
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


18976 Income Tax Overview

Total Number of Tax Returns for ZIP Code 18976 [1] 10,980
Total Number of Single Tax Returns for ZIP Code 18976 3,900
Total Number of Joint Tax Returns for ZIP Code 18976 4,930
Total Number of Dependents for ZIP Code 18976 6,390
Total Adjusted Gross Income for ZIP Code 18976 $1,020,833,000
Average Income per Person for ZIP Code 18976 $51,570
Average Income per Household for ZIP Code 18976 $92,972

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


Adjusted Gross Income: 1 under $25,000

Number of returns 3,070
Number of single returns 2,630
Number of joint returns 240
Number of head of household returns 170
Number of returns with paid preparer's signature 1,490
Number of exemptions 2,420
Number of dependents 460
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] 160
Number of elderly returns [4] 640
Adjust gross income (AGI) [5] $30,670,000
Number of returns with total income 3,070
Salaries and wages amount $31,216,000
Number of returns with salaries and wages 2,350
Salaries and wages amount $21,905
Number of returns with taxable interest 750
Taxable interest amount $412
Number of returns with ordinary dividends 540
Ordinary dividends amount $753,000
Number of returns with qualified dividends 480
Qualified dividends amount [6] $471
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) 280
Business or professional net income (less loss) amount $1,878,000
Number of returns with net capital gain (less loss) 430
Net capital gain (less loss) amount $355,000
Number of returns with taxable individual retirement arrangements distributions 320
Taxable individual retirement arrangements distributions amount $1,969,000
Number of returns with taxable pensions and annuities 380
Taxable pensions and annuities amount $2,785,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $236,000
Number of returns with taxable Social Security benefits 180
Taxable Social Security benefits amount $384,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $348,000
Number of returns with total statutory adjustments 420
Total statutory adjustments amount $546,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $92,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 120
Student loan interest deduction amount $130,000
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 250
Total itemized deductions amount $4,499,000
Amount of AGI for itemized returns $3,588,000
Number of returns with State and local income taxes 100
State and local income taxes amount $79,000
Number of returns with State and local general sales tax 120
State and local general sales tax amount $60,000
Number of returns with real estate taxes 200
Real estate taxes amount $976,000
Number of returns with taxes paid 250
Taxes paid amount $1,127,000
Number of returns with mortgage interest paid 110
Mortgage interest paid amount $630,000
Number of returns with contributions 180
Contributions amount $226,000
Number of returns with taxable income 1,320
Taxable income amount $7,482,000
Number of returns with income tax before credits 1,260
Income tax before credits amount $787,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 260
Total tax credits amount $80,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $0
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 80
Nonrefundable education credit amount $48,000
Number of returns with retirement savings contribution credit 100
Retirement savings contribution credit amount $18,000
Number of returns with child tax credit 40
Child tax credit amount $11,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 260
Self-employment tax amount $311,000
Number of returns with total tax payments 2,640
Total tax payments amount $3,522,000
Number of returns with earned income credit 410
Earned income credit amount [8] $773,000
Number of returns with excess earned income credit 330
Excess earned income credit (refundable) amount [9] $671,000
Number of returns with additional child tax credit 210
Additional child tax credit amount $248,000
Number of returns with refundable education credit 100
Refundable education credit amount $84,000
Number of returns with income tax 1,130
Income tax amount [10] $707,000
Number of returns with tax liability 1,320
Total tax liability amount [11] $1,052,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 300
Tax due at time of filing amount [12] $242,000
Number of returns with overpayments refunded 2,450
Overpayments refunded amount [13] $2,658,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $35,000

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

Number of returns 1,820
Number of single returns 1,160
Number of joint returns 380
Number of head of household returns 230
Number of returns with paid preparer's signature 930
Number of exemptions 2,860
Number of dependents 700
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] 190
Number of elderly returns [4] 500
Adjust gross income (AGI) [5] $66,844,000
Number of returns with total income 1,820
Salaries and wages amount $68,305,000
Number of returns with salaries and wages 1,460
Salaries and wages amount $49,669
Number of returns with taxable interest 580
Taxable interest amount $498
Number of returns with ordinary dividends 390
Ordinary dividends amount $1,029,000
Number of returns with qualified dividends 350
Qualified dividends amount [6] $674
Number of returns with state and local income tax refunds 90
State and local income tax refunds amount $25
Number of returns with business or professional net income (less loss) 220
Business or professional net income (less loss) amount $3,498,000
Number of returns with net capital gain (less loss) 310
Net capital gain (less loss) amount $724,000
Number of returns with taxable individual retirement arrangements distributions 260
Taxable individual retirement arrangements distributions amount $2,972,000
Number of returns with taxable pensions and annuities 360
Taxable pensions and annuities amount $5,566,000
Number of farm returns 0
Number of returns with unemployment compensation 100
Unemployment compensation amount [7] $581,000
Number of returns with taxable Social Security benefits 410
Taxable Social Security benefits amount $3,093,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $605,000
Number of returns with total statutory adjustments 510
Total statutory adjustments amount $1,461,000
Number of returns with educator expenses 40
Educator expenses amount $10,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $186,000
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $362,000
Number of returns with IRA payments 40
IRA payments amount $229,000
Number of returns with student loan interest deduction 290
Student loan interest deduction amount $388,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $134,000
Returns with domestic production activities deduction 20
Domestic production activities deduction amount $58,000
Number of returns with itemized deductions 450
Total itemized deductions amount $7,336,000
Amount of AGI for itemized returns $16,946,000
Number of returns with State and local income taxes 290
State and local income taxes amount $508,000
Number of returns with State and local general sales tax 130
State and local general sales tax amount $97,000
Number of returns with real estate taxes 400
Real estate taxes amount $1,849,000
Number of returns with taxes paid 450
Taxes paid amount $2,486,000
Number of returns with mortgage interest paid 300
Mortgage interest paid amount $1,912,000
Number of returns with contributions 360
Contributions amount $728,000
Number of returns with taxable income 1,760
Taxable income amount $37,472,000
Number of returns with income tax before credits 1,730
Income tax before credits amount $4,677,000
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 $445,000
Number of returns with foreign tax credit 100
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $31,000
Number of returns with nonrefundable education credit 140
Nonrefundable education credit amount $168,000
Number of returns with retirement savings contribution credit 170
Retirement savings contribution credit amount $31,000
Number of returns with child tax credit 220
Child tax credit amount $201,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $12,000
Number of returns with self-employment tax 180
Self-employment tax amount $549,000
Number of returns with total tax payments 1,760
Total tax payments amount $7,613,000
Number of returns with earned income credit 230
Earned income credit amount [8] $442,000
Number of returns with excess earned income credit 160
Excess earned income credit (refundable) amount [9] $301,000
Number of returns with additional child tax credit 160
Additional child tax credit amount $234,000
Number of returns with refundable education credit 100
Refundable education credit amount $85,000
Number of returns with income tax 1,560
Income tax amount [10] $4,232,000
Number of returns with tax liability 1,630
Total tax liability amount [11] $4,842,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 290
Tax due at time of filing amount [12] $497,000
Number of returns with overpayments refunded 1,480
Overpayments refunded amount [13] $3,162,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $82,000

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

Number of returns 1,350
Number of single returns 730
Number of joint returns 430
Number of head of household returns 150
Number of returns with paid preparer's signature 760
Number of exemptions 2,340
Number of dependents 570
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] 480
Adjust gross income (AGI) [5] $83,026,000
Number of returns with total income 1,350
Salaries and wages amount $84,613,000
Number of returns with salaries and wages 1,080
Salaries and wages amount $57,682
Number of returns with taxable interest 600
Taxable interest amount $487
Number of returns with ordinary dividends 430
Ordinary dividends amount $1,628,000
Number of returns with qualified dividends 410
Qualified dividends amount [6] $1,141
Number of returns with state and local income tax refunds 170
State and local income tax refunds amount $32
Number of returns with business or professional net income (less loss) 170
Business or professional net income (less loss) amount $3,695,000
Number of returns with net capital gain (less loss) 360
Net capital gain (less loss) amount $1,305,000
Number of returns with taxable individual retirement arrangements distributions 260
Taxable individual retirement arrangements distributions amount $4,098,000
Number of returns with taxable pensions and annuities 370
Taxable pensions and annuities amount $8,199,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $286,000
Number of returns with taxable Social Security benefits 360
Taxable Social Security benefits amount $6,298,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $599,000
Number of returns with total statutory adjustments 430
Total statutory adjustments amount $1,587,000
Number of returns with educator expenses 40
Educator expenses amount $10,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $476,000
Number of returns with IRA payments 60
IRA payments amount $273,000
Number of returns with student loan interest deduction 230
Student loan interest deduction amount $287,000
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 620
Total itemized deductions amount $11,877,000
Amount of AGI for itemized returns $39,014,000
Number of returns with State and local income taxes 490
State and local income taxes amount $1,431,000
Number of returns with State and local general sales tax 120
State and local general sales tax amount $91,000
Number of returns with real estate taxes 560
Real estate taxes amount $2,814,000
Number of returns with taxes paid 620
Taxes paid amount $4,427,000
Number of returns with mortgage interest paid 450
Mortgage interest paid amount $3,120,000
Number of returns with contributions 520
Contributions amount $1,182,000
Number of returns with taxable income 1,340
Taxable income amount $55,624,000
Number of returns with income tax before credits 1,330
Income tax before credits amount $8,039,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 440
Total tax credits amount $509,000
Number of returns with foreign tax credit 140
Foreign tax credit amount $8,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $27,000
Number of returns with nonrefundable education credit 90
Nonrefundable education credit amount $139,000
Number of returns with retirement savings contribution credit 40
Retirement savings contribution credit amount $8,000
Number of returns with child tax credit 210
Child tax credit amount $313,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 150
Self-employment tax amount $597,000
Number of returns with total tax payments 1,330
Total tax payments amount $10,066,000
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 40
Additional child tax credit amount $55,000
Number of returns with refundable education credit 70
Refundable education credit amount $67,000
Number of returns with income tax 1,290
Income tax amount [10] $7,531,000
Number of returns with tax liability 1,310
Total tax liability amount [11] $8,166,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 310
Tax due at time of filing amount [12] $806,000
Number of returns with overpayments refunded 1,000
Overpayments refunded amount [13] $2,592,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $96,000

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

Number of returns 1,020
Number of single returns 320
Number of joint returns 590
Number of head of household returns 90
Number of returns with paid preparer's signature 580
Number of exemptions 2,200
Number of dependents 580
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 60
Number of elderly returns [4] 470
Adjust gross income (AGI) [5] $89,329,000
Number of returns with total income 1,020
Salaries and wages amount $90,579,000
Number of returns with salaries and wages 790
Salaries and wages amount $57,924
Number of returns with taxable interest 570
Taxable interest amount $662
Number of returns with ordinary dividends 420
Ordinary dividends amount $1,635,000
Number of returns with qualified dividends 380
Qualified dividends amount [6] $1,138
Number of returns with state and local income tax refunds 200
State and local income tax refunds amount $110
Number of returns with business or professional net income (less loss) 140
Business or professional net income (less loss) amount $2,045,000
Number of returns with net capital gain (less loss) 360
Net capital gain (less loss) amount $1,531,000
Number of returns with taxable individual retirement arrangements distributions 290
Taxable individual retirement arrangements distributions amount $6,063,000
Number of returns with taxable pensions and annuities 350
Taxable pensions and annuities amount $10,461,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $332,000
Number of returns with taxable Social Security benefits 380
Taxable Social Security benefits amount $8,238,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $1,087,000
Number of returns with total statutory adjustments 280
Total statutory adjustments amount $1,250,000
Number of returns with educator expenses 50
Educator expenses amount $11,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $401,000
Number of returns with IRA payments 40
IRA payments amount $242,000
Number of returns with student loan interest deduction 80
Student loan interest deduction amount $89,000
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 660
Total itemized deductions amount $13,573,000
Amount of AGI for itemized returns $58,452,000
Number of returns with State and local income taxes 560
State and local income taxes amount $2,211,000
Number of returns with State and local general sales tax 90
State and local general sales tax amount $94,000
Number of returns with real estate taxes 610
Real estate taxes amount $3,337,000
Number of returns with taxes paid 660
Taxes paid amount $5,697,000
Number of returns with mortgage interest paid 520
Mortgage interest paid amount $3,877,000
Number of returns with contributions 580
Contributions amount $1,406,000
Number of returns with taxable income 1,020
Taxable income amount $62,913,000
Number of returns with income tax before credits 1,020
Income tax before credits amount $9,550,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 400
Total tax credits amount $520,000
Number of returns with foreign tax credit 140
Foreign tax credit amount $8,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $23,000
Number of returns with nonrefundable education credit 80
Nonrefundable education credit amount $142,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 210
Child tax credit amount $338,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $7,000
Number of returns with self-employment tax 110
Self-employment tax amount $349,000
Number of returns with total tax payments 1,010
Total tax payments amount $11,255,000
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 70
Refundable education credit amount $77,000
Number of returns with income tax 1,010
Income tax amount [10] $9,030,000
Number of returns with tax liability 1,020
Total tax liability amount [11] $9,421,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 270
Tax due at time of filing amount [12] $707,000
Number of returns with overpayments refunded 720
Overpayments refunded amount [13] $2,403,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $116,000

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

Number of returns 2,570
Number of single returns 270
Number of joint returns 2,210
Number of head of household returns 90
Number of returns with paid preparer's signature 1,500
Number of exemptions 7,350
Number of dependents 2,570
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] 90
Number of elderly returns [4] 890
Adjust gross income (AGI) [5] $367,990,000
Number of returns with total income 2,570
Salaries and wages amount $372,037,000
Number of returns with salaries and wages 2,230
Salaries and wages amount $272,703
Number of returns with taxable interest 1,650
Taxable interest amount $2,044
Number of returns with ordinary dividends 1,240
Ordinary dividends amount $5,794,000
Number of returns with qualified dividends 1,170
Qualified dividends amount [6] $4,092
Number of returns with state and local income tax refunds 850
State and local income tax refunds amount $285
Number of returns with business or professional net income (less loss) 470
Business or professional net income (less loss) amount $10,945,000
Number of returns with net capital gain (less loss) 1,050
Net capital gain (less loss) amount $6,963,000
Number of returns with taxable individual retirement arrangements distributions 580
Taxable individual retirement arrangements distributions amount $16,406,000
Number of returns with taxable pensions and annuities 750
Taxable pensions and annuities amount $30,907,000
Number of farm returns 0
Number of returns with unemployment compensation 120
Unemployment compensation amount [7] $625,000
Number of returns with taxable Social Security benefits 650
Taxable Social Security benefits amount $17,791,000
Number of returns with partnership/S-corp net income (less loss) 240
Partnership/S-corp net income (less loss) amount $5,820,000
Number of returns with total statutory adjustments 950
Total statutory adjustments amount $4,047,000
Number of returns with educator expenses 220
Educator expenses amount $59,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $630,000
Number of returns with self-employment health insurance deduction 100
Self-employment health insurance deduction amount $1,016,000
Number of returns with IRA payments 140
IRA payments amount $828,000
Number of returns with student loan interest deduction 280
Student loan interest deduction amount $307,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $115,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 2,220
Total itemized deductions amount $56,232,000
Amount of AGI for itemized returns $321,934,000
Number of returns with State and local income taxes 2,050
State and local income taxes amount $13,340,000
Number of returns with State and local general sales tax 160
State and local general sales tax amount $220,000
Number of returns with real estate taxes 2,150
Real estate taxes amount $13,832,000
Number of returns with taxes paid 2,220
Taxes paid amount $27,627,000
Number of returns with mortgage interest paid 1,920
Mortgage interest paid amount $17,164,000
Number of returns with contributions 2,020
Contributions amount $5,966,000
Number of returns with taxable income 2,570
Taxable income amount $277,306,000
Number of returns with income tax before credits 2,570
Income tax before credits amount $48,291,000
Number of returns with alternative minimum tax 70
Alternative minimum tax amount $104,000
Number of returns with total tax credits 1,240
Total tax credits amount $1,328,000
Number of returns with foreign tax credit 410
Foreign tax credit amount $65,000
Number of returns with child and dependent care credit 340
Child and dependent care credit amount $203,000
Number of returns with nonrefundable education credit 290
Nonrefundable education credit amount $446,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 440
Child tax credit amount $532,000
Number of returns with residential energy tax credit 80
Residential energy tax credit amount $33,000
Number of returns with self-employment tax 390
Self-employment tax amount $1,620,000
Number of returns with total tax payments 2,570
Total tax payments amount $52,941,000
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 270
Refundable education credit amount $283,000
Number of returns with income tax 2,570
Income tax amount [10] $46,963,000
Number of returns with tax liability 2,570
Total tax liability amount [11] $48,901,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 840
Tax due at time of filing amount [12] $3,533,000
Number of returns with overpayments refunded 1,630
Overpayments refunded amount [13] $7,087,000
Number of returns with credit to next year’s estimated tax 140
Credited to next year’s estimated tax amount $525,000

Adjusted Gross Income: $200,000 or more

Number of returns 1,150
Number of single returns 50
Number of joint returns 1,080
Number of head of household returns 0
Number of returns with paid preparer's signature 750
Number of exemptions 3,740
Number of dependents 1,510
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] $382,974,000
Number of returns with total income 1,150
Salaries and wages amount $388,084,000
Number of returns with salaries and wages 1,080
Salaries and wages amount $279,671
Number of returns with taxable interest 900
Taxable interest amount $1,976
Number of returns with ordinary dividends 750
Ordinary dividends amount $7,219,000
Number of returns with qualified dividends 730
Qualified dividends amount [6] $5,319
Number of returns with state and local income tax refunds 400
State and local income tax refunds amount $488
Number of returns with business or professional net income (less loss) 190
Business or professional net income (less loss) amount $8,732,000
Number of returns with net capital gain (less loss) 670
Net capital gain (less loss) amount $24,566,000
Number of returns with taxable individual retirement arrangements distributions 170
Taxable individual retirement arrangements distributions amount $6,823,000
Number of returns with taxable pensions and annuities 220
Taxable pensions and annuities amount $9,233,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $208,000
Number of returns with taxable Social Security benefits 140
Taxable Social Security benefits amount $3,815,000
Number of returns with partnership/S-corp net income (less loss) 290
Partnership/S-corp net income (less loss) amount $41,678,000
Number of returns with total statutory adjustments 360
Total statutory adjustments amount $5,110,000
Number of returns with educator expenses 60
Educator expenses amount $16,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $1,453,000
Number of returns with self-employment health insurance deduction 100
Self-employment health insurance deduction amount $1,584,000
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 30
Domestic production activities deduction amount $541,000
Number of returns with itemized deductions 1,110
Total itemized deductions amount $43,270,000
Amount of AGI for itemized returns $373,243,000
Number of returns with State and local income taxes 1,090
State and local income taxes amount $16,458,000
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 1,100
Real estate taxes amount $9,397,000
Number of returns with taxes paid 1,110
Taxes paid amount $26,129,000
Number of returns with mortgage interest paid 960
Mortgage interest paid amount $11,133,000
Number of returns with contributions 1,040
Contributions amount $6,113,000
Number of returns with taxable income 1,150
Taxable income amount $327,317,000
Number of returns with income tax before credits 1,150
Income tax before credits amount $83,190,000
Number of returns with alternative minimum tax 680
Alternative minimum tax amount $2,549,000
Number of returns with total tax credits 500
Total tax credits amount $1,455,000
Number of returns with foreign tax credit 320
Foreign tax credit amount $760,000
Number of returns with child and dependent care credit 190
Child and dependent care credit amount $108,000
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 30
Residential energy tax credit amount $21,000
Number of returns with self-employment tax 200
Self-employment tax amount $1,200,000
Number of returns with total tax payments 1,140
Total tax payments amount $80,748,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 0
Refundable education credit amount $0
Number of returns with income tax 1,150
Income tax amount [10] $81,735,000
Number of returns with tax liability 1,150
Total tax liability amount [11] $84,573,000
Number of returns with net investment income tax 550
Net investment income tax $830,000
Number of returns with tax due at time of filing 640
Tax due at time of filing amount [12] $9,613,000
Number of returns with overpayments refunded 420
Overpayments refunded amount [13] $3,150,000
Number of returns with credit to next year’s estimated tax 90
Credited to next year’s estimated tax amount $2,542,000

[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.