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ZIP Code Database - Facts & Stats

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ZIP Code 20020 Income Tax Stats

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

ZIP Code 20020 Data

Zip Code:20020
City:Washington
State:DC [District of Columbia]
Counties: DISTRICT OF COLUMBIA, DC
City Alias(es):Washington
Area Code:202
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





20020 Income Tax Overview

Total Number of Tax Returns for ZIP Code 20020 [1] 24,240
Total Number of Single Tax Returns for ZIP Code 20020 1,720
Total Number of Joint Tax Returns for ZIP Code 20020 1,850
Total Number of Dependents for ZIP Code 20020 17,760
Total Adjusted Gross Income for ZIP Code 20020 $1,016,554,000
Average Income per Person for ZIP Code 20020 $20,387
Average Income per Household for ZIP Code 20020 $41,937

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 10,110
Number of single returns 5,740
Number of joint returns 230
Number of head of household returns 3,990
Number of returns with paid preparer's signature 4,000
Number of exemptions 17,830
Number of dependents 8,020
Total number of volunteer prepared returns [5] 540
Number of volunteer income tax assistance (VITA) prepared returns [3] 380
Number of tax counseling for the elderly (TCE) prepared returns [3] 170
Number of volunteer prepared returns with Earned Income Credit 140
Number of refund anticipation check returns [3] 4,350
Number of elderly returns [4] 1,220
Adjust gross income (AGI) [5] $131,410,000
Number of returns with total income 10,110
Salaries and wages amount $133,273,000
Number of returns with salaries and wages 8,370
Salaries and wages amount $106,841
Number of returns with taxable interest 360
Taxable interest amount $94
Number of returns with ordinary dividends 120
Ordinary dividends amount $92,000
Number of returns with qualified dividends 100
Qualified dividends amount [6] $32
Number of returns with state and local income tax refunds 220
State and local income tax refunds amount $210
Number of returns with business or professional net income (less loss) 2,160
Business or professional net income (less loss) amount $11,861,000
Number of returns with net capital gain (less loss) 70
Net capital gain (less loss) amount $22,000
Number of returns with taxable individual retirement arrangements distributions 120
Taxable individual retirement arrangements distributions amount $568,000
Number of returns with taxable pensions and annuities 890
Taxable pensions and annuities amount $10,326,000
Number of farm returns 0
Number of returns with unemployment compensation 690
Unemployment compensation amount [7] $2,832,000
Number of returns with taxable Social Security benefits 200
Taxable Social Security benefits amount $447,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $245,000
Number of returns with total statutory adjustments 2,030
Total statutory adjustments amount $1,863,000
Number of returns with educator expenses 80
Educator expenses amount $18,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 30
IRA payments amount $62,000
Number of returns with student loan interest deduction 220
Student loan interest deduction amount $193,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $138,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 590
Total itemized deductions amount $8,507,000
Amount of AGI for itemized returns $9,641,000
Number of returns with State and local income taxes 420
State and local income taxes amount $482,000
Number of returns with State and local general sales tax 100
State and local general sales tax amount $107,000
Number of returns with real estate taxes 210
Real estate taxes amount $386,000
Number of returns with taxes paid 560
Taxes paid amount $1,077,000
Number of returns with mortgage interest paid 200
Mortgage interest paid amount $1,428,000
Number of returns with contributions 430
Contributions amount $1,694,000
Number of returns with taxable income 3,730
Taxable income amount $20,804,000
Number of returns with income tax before credits 3,730
Income tax before credits amount $2,289,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,290
Total tax credits amount $440,000
Number of returns with foreign tax credit 20
Foreign tax credit amount $0
Number of returns with child and dependent care credit 210
Child and dependent care credit amount $68,000
Number of returns with nonrefundable education credit 220
Nonrefundable education credit amount $118,000
Number of returns with retirement savings contribution credit 320
Retirement savings contribution credit amount $58,000
Number of returns with child tax credit 580
Child tax credit amount $189,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 1,710
Self-employment tax amount $2,341,000
Number of returns with total tax payments 9,720
Total tax payments amount $31,043,000
Number of returns with earned income credit 6,120
Earned income credit amount [8] $17,793,000
Number of returns with excess earned income credit 5,750
Excess earned income credit (refundable) amount [9] $15,660,000
Number of returns with additional child tax credit 4,030
Additional child tax credit amount $4,689,000
Number of returns with refundable education credit 600
Refundable education credit amount $602,000
Number of returns with income tax 2,690
Income tax amount [10] $1,849,000
Number of returns with tax liability 4,400
Total tax liability amount [11] $4,298,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 570
Tax due at time of filing amount [12] $546,000
Number of returns with overpayments refunded 9,320
Overpayments refunded amount [13] $27,272,000
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 7,280
Number of single returns 3,650
Number of joint returns 330
Number of head of household returns 3,090
Number of returns with paid preparer's signature 3,030
Number of exemptions 13,480
Number of dependents 5,890
Total number of volunteer prepared returns [5] 360
Number of volunteer income tax assistance (VITA) prepared returns [3] 250
Number of tax counseling for the elderly (TCE) prepared returns [3] 110
Number of volunteer prepared returns with Earned Income Credit 40
Number of refund anticipation check returns [3] 2,680
Number of elderly returns [4] 1,360
Adjust gross income (AGI) [5] $263,210,000
Number of returns with total income 7,280
Salaries and wages amount $264,960,000
Number of returns with salaries and wages 6,470
Salaries and wages amount $229,769
Number of returns with taxable interest 480
Taxable interest amount $152
Number of returns with ordinary dividends 180
Ordinary dividends amount $63,000
Number of returns with qualified dividends 160
Qualified dividends amount [6] $35
Number of returns with state and local income tax refunds 970
State and local income tax refunds amount $992
Number of returns with business or professional net income (less loss) 870
Business or professional net income (less loss) amount ($1,615,000)
Number of returns with net capital gain (less loss) 160
Net capital gain (less loss) amount $72,000
Number of returns with taxable individual retirement arrangements distributions 140
Taxable individual retirement arrangements distributions amount $941,000
Number of returns with taxable pensions and annuities 1,200
Taxable pensions and annuities amount $29,143,000
Number of farm returns 0
Number of returns with unemployment compensation 360
Unemployment compensation amount [7] $1,736,000
Number of returns with taxable Social Security benefits 610
Taxable Social Security benefits amount $3,192,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $519,000
Number of returns with total statutory adjustments 1,140
Total statutory adjustments amount $1,750,000
Number of returns with educator expenses 160
Educator expenses amount $37,000
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 $157,000
Number of returns with IRA payments 90
IRA payments amount $263,000
Number of returns with student loan interest deduction 620
Student loan interest deduction amount $662,000
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 1,990
Total itemized deductions amount $34,444,000
Amount of AGI for itemized returns $76,582,000
Number of returns with State and local income taxes 1,820
State and local income taxes amount $3,750,000
Number of returns with State and local general sales tax 100
State and local general sales tax amount $182,000
Number of returns with real estate taxes 660
Real estate taxes amount $1,114,000
Number of returns with taxes paid 1,970
Taxes paid amount $5,494,000
Number of returns with mortgage interest paid 620
Mortgage interest paid amount $4,226,000
Number of returns with contributions 1,740
Contributions amount $9,708,000
Number of returns with taxable income 7,050
Taxable income amount $132,550,000
Number of returns with income tax before credits 7,050
Income tax before credits amount $16,387,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 3,240
Total tax credits amount $3,351,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 980
Child and dependent care credit amount $617,000
Number of returns with nonrefundable education credit 570
Nonrefundable education credit amount $631,000
Number of returns with retirement savings contribution credit 850
Retirement savings contribution credit amount $117,000
Number of returns with child tax credit 2,150
Child tax credit amount $1,930,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $44,000
Number of returns with self-employment tax 310
Self-employment tax amount $629,000
Number of returns with total tax payments 7,190
Total tax payments amount $30,531,000
Number of returns with earned income credit 2,400
Earned income credit amount [8] $4,795,000
Number of returns with excess earned income credit 2,110
Excess earned income credit (refundable) amount [9] $4,303,000
Number of returns with additional child tax credit 1,670
Additional child tax credit amount $2,168,000
Number of returns with refundable education credit 440
Refundable education credit amount $411,000
Number of returns with income tax 5,420
Income tax amount [10] $13,036,000
Number of returns with tax liability 5,560
Total tax liability amount [11] $13,890,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,000
Tax due at time of filing amount [12] $1,661,000
Number of returns with overpayments refunded 6,270
Overpayments refunded amount [13] $18,216,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $22,000

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

Number of returns 3,450
Number of single returns 1,900
Number of joint returns 270
Number of head of household returns 1,140
Number of returns with paid preparer's signature 1,580
Number of exemptions 5,780
Number of dependents 2,050
Total number of volunteer prepared returns [5] 70
Number of volunteer income tax assistance (VITA) prepared returns [3] 30
Number of tax counseling for the elderly (TCE) prepared returns [3] 40
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 880
Number of elderly returns [4] 860
Adjust gross income (AGI) [5] $210,648,000
Number of returns with total income 3,450
Salaries and wages amount $211,815,000
Number of returns with salaries and wages 3,030
Salaries and wages amount $177,463
Number of returns with taxable interest 530
Taxable interest amount $144
Number of returns with ordinary dividends 190
Ordinary dividends amount $240,000
Number of returns with qualified dividends 160
Qualified dividends amount [6] $150
Number of returns with state and local income tax refunds 1,190
State and local income tax refunds amount $1,395
Number of returns with business or professional net income (less loss) 460
Business or professional net income (less loss) amount ($1,074,000)
Number of returns with net capital gain (less loss) 160
Net capital gain (less loss) amount $181,000
Number of returns with taxable individual retirement arrangements distributions 120
Taxable individual retirement arrangements distributions amount $1,231,000
Number of returns with taxable pensions and annuities 750
Taxable pensions and annuities amount $27,297,000
Number of farm returns 0
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $382,000
Number of returns with taxable Social Security benefits 390
Taxable Social Security benefits amount $4,144,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $386,000
Number of returns with total statutory adjustments 800
Total statutory adjustments amount $1,167,000
Number of returns with educator expenses 110
Educator expenses amount $26,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 50
IRA payments amount $109,000
Number of returns with student loan interest deduction 530
Student loan interest deduction amount $634,000
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 1,930
Total itemized deductions amount $39,555,000
Amount of AGI for itemized returns $119,202,000
Number of returns with State and local income taxes 1,860
State and local income taxes amount $6,497,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $120,000
Number of returns with real estate taxes 980
Real estate taxes amount $1,680,000
Number of returns with taxes paid 1,920
Taxes paid amount $8,710,000
Number of returns with mortgage interest paid 980
Mortgage interest paid amount $7,722,000
Number of returns with contributions 1,730
Contributions amount $10,999,000
Number of returns with taxable income 3,420
Taxable income amount $135,964,000
Number of returns with income tax before credits 3,420
Income tax before credits amount $20,025,000
Number of returns with alternative minimum tax 30
Alternative minimum tax amount $26,000
Number of returns with total tax credits 1,030
Total tax credits amount $1,593,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 320
Child and dependent care credit amount $202,000
Number of returns with nonrefundable education credit 260
Nonrefundable education credit amount $361,000
Number of returns with retirement savings contribution credit 30
Retirement savings contribution credit amount $4,000
Number of returns with child tax credit 750
Child tax credit amount $968,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $38,000
Number of returns with self-employment tax 160
Self-employment tax amount $311,000
Number of returns with total tax payments 3,420
Total tax payments amount $25,489,000
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 140
Additional child tax credit amount $174,000
Number of returns with refundable education credit 200
Refundable education credit amount $203,000
Number of returns with income tax 3,290
Income tax amount [10] $18,432,000
Number of returns with tax liability 3,300
Total tax liability amount [11] $18,862,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 680
Tax due at time of filing amount [12] $1,497,000
Number of returns with overpayments refunded 2,770
Overpayments refunded amount [13] $8,049,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 1,610
Number of single returns 870
Number of joint returns 240
Number of head of household returns 420
Number of returns with paid preparer's signature 780
Number of exemptions 2,620
Number of dependents 770
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] 290
Number of elderly returns [4] 440
Adjust gross income (AGI) [5] $138,459,000
Number of returns with total income 1,610
Salaries and wages amount $138,920,000
Number of returns with salaries and wages 1,430
Salaries and wages amount $115,758
Number of returns with taxable interest 400
Taxable interest amount $183
Number of returns with ordinary dividends 150
Ordinary dividends amount $175,000
Number of returns with qualified dividends 130
Qualified dividends amount [6] $85
Number of returns with state and local income tax refunds 850
State and local income tax refunds amount $1,218
Number of returns with business or professional net income (less loss) 280
Business or professional net income (less loss) amount $98,000
Number of returns with net capital gain (less loss) 120
Net capital gain (less loss) amount $166,000
Number of returns with taxable individual retirement arrangements distributions 80
Taxable individual retirement arrangements distributions amount $948,000
Number of returns with taxable pensions and annuities 400
Taxable pensions and annuities amount $17,440,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $154,000
Number of returns with taxable Social Security benefits 200
Taxable Social Security benefits amount $2,850,000
Number of returns with partnership/S-corp net income (less loss) 20
Partnership/S-corp net income (less loss) amount $93,000
Number of returns with total statutory adjustments 280
Total statutory adjustments amount $461,000
Number of returns with educator expenses 60
Educator expenses amount $15,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 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 110
Student loan interest deduction amount $69,000
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 1,240
Total itemized deductions amount $28,411,000
Amount of AGI for itemized returns $107,466,000
Number of returns with State and local income taxes 1,200
State and local income taxes amount $6,201,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $127,000
Number of returns with real estate taxes 850
Real estate taxes amount $1,917,000
Number of returns with taxes paid 1,240
Taxes paid amount $8,504,000
Number of returns with mortgage interest paid 830
Mortgage interest paid amount $7,106,000
Number of returns with contributions 1,100
Contributions amount $7,091,000
Number of returns with taxable income 1,600
Taxable income amount $96,288,000
Number of returns with income tax before credits 1,610
Income tax before credits amount $16,304,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 380
Total tax credits amount $510,000
Number of returns with foreign tax credit 20
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 120
Child and dependent care credit amount $79,000
Number of returns with nonrefundable education credit 60
Nonrefundable education credit amount $75,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 280
Child tax credit amount $297,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $36,000
Number of returns with self-employment tax 120
Self-employment tax amount $298,000
Number of returns with total tax payments 1,590
Total tax payments amount $19,280,000
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 50
Refundable education credit amount $41,000
Number of returns with income tax 1,600
Income tax amount [10] $15,795,000
Number of returns with tax liability 1,600
Total tax liability amount [11] $16,199,000
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] $1,249,000
Number of returns with overpayments refunded 1,230
Overpayments refunded amount [13] $4,287,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $86,000

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

Number of returns 1,560
Number of single returns 660
Number of joint returns 610
Number of head of household returns 230
Number of returns with paid preparer's signature 800
Number of exemptions 3,000
Number of dependents 830
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] 220
Number of elderly returns [4] 420
Adjust gross income (AGI) [5] $205,451,000
Number of returns with total income 1,560
Salaries and wages amount $206,132,000
Number of returns with salaries and wages 1,420
Salaries and wages amount $165,522
Number of returns with taxable interest 600
Taxable interest amount $386
Number of returns with ordinary dividends 320
Ordinary dividends amount $401,000
Number of returns with qualified dividends 290
Qualified dividends amount [6] $307
Number of returns with state and local income tax refunds 960
State and local income tax refunds amount $1,631
Number of returns with business or professional net income (less loss) 330
Business or professional net income (less loss) amount $1,390,000
Number of returns with net capital gain (less loss) 230
Net capital gain (less loss) amount $1,210,000
Number of returns with taxable individual retirement arrangements distributions 120
Taxable individual retirement arrangements distributions amount $2,062,000
Number of returns with taxable pensions and annuities 470
Taxable pensions and annuities amount $27,834,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $229,000
Number of returns with taxable Social Security benefits 220
Taxable Social Security benefits amount $3,829,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $809,000
Number of returns with total statutory adjustments 340
Total statutory adjustments amount $681,000
Number of returns with educator expenses 70
Educator expenses amount $19,000
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 $129,000
Number of returns with IRA payments 30
IRA payments amount $159,000
Number of returns with student loan interest deduction 110
Student loan interest deduction amount $142,000
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 1,420
Total itemized deductions amount $41,450,000
Amount of AGI for itemized returns $187,605,000
Number of returns with State and local income taxes 1,380
State and local income taxes amount $11,435,000
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 1,140
Real estate taxes amount $3,231,000
Number of returns with taxes paid 1,420
Taxes paid amount $15,084,000
Number of returns with mortgage interest paid 1,120
Mortgage interest paid amount $11,610,000
Number of returns with contributions 1,260
Contributions amount $9,416,000
Number of returns with taxable income 1,560
Taxable income amount $150,625,000
Number of returns with income tax before credits 1,560
Income tax before credits amount $28,548,000
Number of returns with alternative minimum tax 80
Alternative minimum tax amount $184,000
Number of returns with total tax credits 340
Total tax credits amount $363,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 140
Child and dependent care credit amount $82,000
Number of returns with nonrefundable education credit 40
Nonrefundable education credit amount $57,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 130
Child tax credit amount $143,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $28,000
Number of returns with self-employment tax 150
Self-employment tax amount $460,000
Number of returns with total tax payments 1,560
Total tax payments amount $31,482,000
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 30
Refundable education credit amount $30,000
Number of returns with income tax 1,560
Income tax amount [10] $28,185,000
Number of returns with tax liability 1,560
Total tax liability amount [11] $28,980,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 480
Tax due at time of filing amount [12] $2,224,000
Number of returns with overpayments refunded 1,080
Overpayments refunded amount [13] $4,746,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

Adjusted Gross Income: $200,000 or more

Number of returns 230
Number of single returns 40
Number of joint returns 170
Number of head of household returns 0
Number of returns with paid preparer's signature 150
Number of exemptions 600
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] 60
Adjust gross income (AGI) [5] $67,376,000
Number of returns with total income 230
Salaries and wages amount $67,920,000
Number of returns with salaries and wages 210
Salaries and wages amount $45,073
Number of returns with taxable interest 130
Taxable interest amount $94
Number of returns with ordinary dividends 80
Ordinary dividends amount $129,000
Number of returns with qualified dividends 70
Qualified dividends amount [6] $97
Number of returns with state and local income tax refunds 120
State and local income tax refunds amount $339
Number of returns with business or professional net income (less loss) 60
Business or professional net income (less loss) amount $3,099,000
Number of returns with net capital gain (less loss) 70
Net capital gain (less loss) amount $3,956,000
Number of returns with taxable individual retirement arrangements distributions 20
Taxable individual retirement arrangements distributions amount $585,000
Number of returns with taxable pensions and annuities 70
Taxable pensions and annuities amount $4,659,000
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 30
Taxable Social Security benefits amount $624,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $3,535,000
Number of returns with total statutory adjustments 60
Total statutory adjustments amount $544,000
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 220
Total itemized deductions amount $11,109,000
Amount of AGI for itemized returns $65,858,000
Number of returns with State and local income taxes 220
State and local income taxes amount $4,005,000
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 200
Real estate taxes amount $778,000
Number of returns with taxes paid 220
Taxes paid amount $4,837,000
Number of returns with mortgage interest paid 190
Mortgage interest paid amount $2,827,000
Number of returns with contributions 210
Contributions amount $2,668,000
Number of returns with taxable income 230
Taxable income amount $54,175,000
Number of returns with income tax before credits 230
Income tax before credits amount $13,269,000
Number of returns with alternative minimum tax 100
Alternative minimum tax amount $421,000
Number of returns with total tax credits 60
Total tax credits amount $216,000
Number of returns with foreign tax credit 20
Foreign tax credit amount $8,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $19,000
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 50
Self-employment tax amount $397,000
Number of returns with total tax payments 230
Total tax payments amount $10,940,000
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 230
Income tax amount [10] $12,935,000
Number of returns with tax liability 230
Total tax liability amount [11] $13,548,000
Number of returns with net investment income tax 100
Net investment income tax $106,000
Number of returns with tax due at time of filing 120
Tax due at time of filing amount [12] $2,092,000
Number of returns with overpayments refunded 100
Overpayments refunded amount [13] $579,000
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.