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ZIP Code Database - Facts & Stats

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ZIP Code 20148 Income Tax Stats

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

ZIP Code 20148 Data

Zip Code:20148
City:Ashburn
State:VA [Virginia]
Counties: LOUDOUN, VA
City Alias(es):Ashburn
Area Code:703 / 571
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


20148 Income Tax Overview

Total Number of Tax Returns for ZIP Code 20148 [1] 22,580
Total Number of Single Tax Returns for ZIP Code 20148 7,660
Total Number of Joint Tax Returns for ZIP Code 20148 13,250
Total Number of Dependents for ZIP Code 20148 22,890
Total Adjusted Gross Income for ZIP Code 20148 $3,593,009,000
Average Income per Person for ZIP Code 20148 $126,917
Average Income per Household for ZIP Code 20148 $159,124

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 3,810
Number of single returns 3,130
Number of joint returns 400
Number of head of household returns 230
Number of returns with paid preparer's signature 1,450
Number of exemptions 3,160
Number of dependents 730
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] 50
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 310
Number of elderly returns [4] 450
Adjust gross income (AGI) [5] $38,007,000
Number of returns with total income 3,810
Salaries and wages amount $38,976,000
Number of returns with salaries and wages 3,140
Salaries and wages amount $32,761
Number of returns with taxable interest 550
Taxable interest amount $425
Number of returns with ordinary dividends 380
Ordinary dividends amount $455,000
Number of returns with qualified dividends 350
Qualified dividends amount [6] $320
Number of returns with state and local income tax refunds 70
State and local income tax refunds amount $52
Number of returns with business or professional net income (less loss) 640
Business or professional net income (less loss) amount $3,550,000
Number of returns with net capital gain (less loss) 310
Net capital gain (less loss) amount $782,000
Number of returns with taxable individual retirement arrangements distributions 100
Taxable individual retirement arrangements distributions amount $627,000
Number of returns with taxable pensions and annuities 210
Taxable pensions and annuities amount $1,556,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $126,000
Number of returns with taxable Social Security benefits 70
Taxable Social Security benefits amount $149,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $71,000
Number of returns with total statutory adjustments 730
Total statutory adjustments amount $969,000
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 $132,000
Number of returns with IRA payments 30
IRA payments amount $105,000
Number of returns with student loan interest deduction 150
Student loan interest deduction amount $154,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $153,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 220
Total itemized deductions amount $3,944,000
Amount of AGI for itemized returns $3,212,000
Number of returns with State and local income taxes 130
State and local income taxes amount $187,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $22,000
Number of returns with real estate taxes 120
Real estate taxes amount $571,000
Number of returns with taxes paid 200
Taxes paid amount $851,000
Number of returns with mortgage interest paid 110
Mortgage interest paid amount $1,171,000
Number of returns with contributions 110
Contributions amount $201,000
Number of returns with taxable income 1,600
Taxable income amount $9,051,000
Number of returns with income tax before credits 1,570
Income tax before credits amount $968,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 420
Total tax credits amount $156,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 20
Child and dependent care credit amount $10,000
Number of returns with nonrefundable education credit 180
Nonrefundable education credit amount $104,000
Number of returns with retirement savings contribution credit 120
Retirement savings contribution credit amount $18,000
Number of returns with child tax credit 40
Child tax credit amount $14,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 540
Self-employment tax amount $710,000
Number of returns with total tax payments 3,310
Total tax payments amount $4,922,000
Number of returns with earned income credit 680
Earned income credit amount [8] $1,449,000
Number of returns with excess earned income credit 540
Excess earned income credit (refundable) amount [9] $1,168,000
Number of returns with additional child tax credit 300
Additional child tax credit amount $388,000
Number of returns with refundable education credit 210
Refundable education credit amount $192,000
Number of returns with income tax 1,330
Income tax amount [10] $812,000
Number of returns with tax liability 1,790
Total tax liability amount [11] $1,568,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 510
Tax due at time of filing amount [12] $444,000
Number of returns with overpayments refunded 3,010
Overpayments refunded amount [13] $3,749,000
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 2,120
Number of single returns 1,270
Number of joint returns 470
Number of head of household returns 310
Number of returns with paid preparer's signature 910
Number of exemptions 3,700
Number of dependents 1,160
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] 310
Number of elderly returns [4] 240
Adjust gross income (AGI) [5] $78,456,000
Number of returns with total income 2,120
Salaries and wages amount $79,907,000
Number of returns with salaries and wages 1,940
Salaries and wages amount $70,519
Number of returns with taxable interest 370
Taxable interest amount $413
Number of returns with ordinary dividends 210
Ordinary dividends amount $420,000
Number of returns with qualified dividends 200
Qualified dividends amount [6] $300
Number of returns with state and local income tax refunds 210
State and local income tax refunds amount $154
Number of returns with business or professional net income (less loss) 400
Business or professional net income (less loss) amount $3,738,000
Number of returns with net capital gain (less loss) 180
Net capital gain (less loss) amount $720,000
Number of returns with taxable individual retirement arrangements distributions 80
Taxable individual retirement arrangements distributions amount $979,000
Number of returns with taxable pensions and annuities 160
Taxable pensions and annuities amount $2,209,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $198,000
Number of returns with taxable Social Security benefits 140
Taxable Social Security benefits amount $954,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $254,000
Number of returns with total statutory adjustments 680
Total statutory adjustments amount $1,451,000
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 50
Self-employment health insurance deduction amount $211,000
Number of returns with IRA payments 50
IRA payments amount $249,000
Number of returns with student loan interest deduction 310
Student loan interest deduction amount $370,000
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 490
Total itemized deductions amount $9,285,000
Amount of AGI for itemized returns $18,847,000
Number of returns with State and local income taxes 410
State and local income taxes amount $796,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $54,000
Number of returns with real estate taxes 290
Real estate taxes amount $1,320,000
Number of returns with taxes paid 480
Taxes paid amount $2,336,000
Number of returns with mortgage interest paid 260
Mortgage interest paid amount $2,580,000
Number of returns with contributions 310
Contributions amount $764,000
Number of returns with taxable income 2,000
Taxable income amount $42,028,000
Number of returns with income tax before credits 2,000
Income tax before credits amount $5,374,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 840
Total tax credits amount $784,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $14,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $56,000
Number of returns with nonrefundable education credit 270
Nonrefundable education credit amount $294,000
Number of returns with retirement savings contribution credit 270
Retirement savings contribution credit amount $50,000
Number of returns with child tax credit 390
Child tax credit amount $363,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 280
Self-employment tax amount $662,000
Number of returns with total tax payments 2,050
Total tax payments amount $9,299,000
Number of returns with earned income credit 440
Earned income credit amount [8] $888,000
Number of returns with excess earned income credit 330
Excess earned income credit (refundable) amount [9] $632,000
Number of returns with additional child tax credit 350
Additional child tax credit amount $484,000
Number of returns with refundable education credit 180
Refundable education credit amount $172,000
Number of returns with income tax 1,660
Income tax amount [10] $4,590,000
Number of returns with tax liability 1,800
Total tax liability amount [11] $5,344,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 360
Tax due at time of filing amount [12] $623,000
Number of returns with overpayments refunded 1,740
Overpayments refunded amount [13] $4,521,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $74,000

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

Number of returns 1,930
Number of single returns 1,040
Number of joint returns 510
Number of head of household returns 270
Number of returns with paid preparer's signature 830
Number of exemptions 3,530
Number of dependents 1,090
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] 250
Number of elderly returns [4] 230
Adjust gross income (AGI) [5] $119,782,000
Number of returns with total income 1,930
Salaries and wages amount $121,667,000
Number of returns with salaries and wages 1,790
Salaries and wages amount $107,892
Number of returns with taxable interest 500
Taxable interest amount $194
Number of returns with ordinary dividends 290
Ordinary dividends amount $544,000
Number of returns with qualified dividends 270
Qualified dividends amount [6] $435
Number of returns with state and local income tax refunds 440
State and local income tax refunds amount $391
Number of returns with business or professional net income (less loss) 310
Business or professional net income (less loss) amount $3,358,000
Number of returns with net capital gain (less loss) 280
Net capital gain (less loss) amount $628,000
Number of returns with taxable individual retirement arrangements distributions 100
Taxable individual retirement arrangements distributions amount $1,064,000
Number of returns with taxable pensions and annuities 210
Taxable pensions and annuities amount $5,049,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $186,000
Number of returns with taxable Social Security benefits 140
Taxable Social Security benefits amount $1,987,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $1,402,000
Number of returns with total statutory adjustments 710
Total statutory adjustments amount $1,885,000
Number of returns with educator expenses 110
Educator expenses amount $25,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $279,000
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $269,000
Number of returns with IRA payments 50
IRA payments amount $220,000
Number of returns with student loan interest deduction 340
Student loan interest deduction amount $420,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $103,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 830
Total itemized deductions amount $18,471,000
Amount of AGI for itemized returns $52,448,000
Number of returns with State and local income taxes 780
State and local income taxes amount $2,453,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $44,000
Number of returns with real estate taxes 590
Real estate taxes amount $2,537,000
Number of returns with taxes paid 830
Taxes paid amount $5,395,000
Number of returns with mortgage interest paid 550
Mortgage interest paid amount $5,746,000
Number of returns with contributions 590
Contributions amount $1,587,000
Number of returns with taxable income 1,900
Taxable income amount $78,570,000
Number of returns with income tax before credits 1,900
Income tax before credits amount $11,799,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 700
Total tax credits amount $991,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $11,000
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $62,000
Number of returns with nonrefundable education credit 170
Nonrefundable education credit amount $213,000
Number of returns with retirement savings contribution credit 90
Retirement savings contribution credit amount $13,000
Number of returns with child tax credit 470
Child tax credit amount $658,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $13,000
Number of returns with self-employment tax 220
Self-employment tax amount $641,000
Number of returns with total tax payments 1,900
Total tax payments amount $15,017,000
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 $119,000
Number of returns with refundable education credit 120
Refundable education credit amount $111,000
Number of returns with income tax 1,800
Income tax amount [10] $10,808,000
Number of returns with tax liability 1,830
Total tax liability amount [11] $11,552,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 420
Tax due at time of filing amount [12] $1,055,000
Number of returns with overpayments refunded 1,500
Overpayments refunded amount [13] $4,447,000
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 1,840
Number of single returns 640
Number of joint returns 850
Number of head of household returns 250
Number of returns with paid preparer's signature 830
Number of exemptions 4,260
Number of dependents 1,580
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] 190
Number of elderly returns [4] 170
Adjust gross income (AGI) [5] $160,391,000
Number of returns with total income 1,840
Salaries and wages amount $162,463,000
Number of returns with salaries and wages 1,740
Salaries and wages amount $146,072
Number of returns with taxable interest 650
Taxable interest amount $576
Number of returns with ordinary dividends 370
Ordinary dividends amount $1,046,000
Number of returns with qualified dividends 340
Qualified dividends amount [6] $693
Number of returns with state and local income tax refunds 660
State and local income tax refunds amount $702
Number of returns with business or professional net income (less loss) 330
Business or professional net income (less loss) amount $3,362,000
Number of returns with net capital gain (less loss) 360
Net capital gain (less loss) amount $1,482,000
Number of returns with taxable individual retirement arrangements distributions 110
Taxable individual retirement arrangements distributions amount $1,833,000
Number of returns with taxable pensions and annuities 200
Taxable pensions and annuities amount $4,657,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $169,000
Number of returns with taxable Social Security benefits 100
Taxable Social Security benefits amount $1,882,000
Number of returns with partnership/S-corp net income (less loss) 150
Partnership/S-corp net income (less loss) amount $2,248,000
Number of returns with total statutory adjustments 550
Total statutory adjustments amount $2,072,000
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 40
Self-employment health insurance deduction amount $362,000
Number of returns with IRA payments 50
IRA payments amount $282,000
Number of returns with student loan interest deduction 180
Student loan interest deduction amount $198,000
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 1,150
Total itemized deductions amount $28,485,000
Amount of AGI for itemized returns $101,094,000
Number of returns with State and local income taxes 1,100
State and local income taxes amount $5,001,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $64,000
Number of returns with real estate taxes 900
Real estate taxes amount $4,407,000
Number of returns with taxes paid 1,150
Taxes paid amount $9,996,000
Number of returns with mortgage interest paid 890
Mortgage interest paid amount $10,397,000
Number of returns with contributions 870
Contributions amount $2,397,000
Number of returns with taxable income 1,820
Taxable income amount $108,283,000
Number of returns with income tax before credits 1,820
Income tax before credits amount $17,330,000
Number of returns with alternative minimum tax 30
Alternative minimum tax amount $30,000
Number of returns with total tax credits 890
Total tax credits amount $1,436,000
Number of returns with foreign tax credit 100
Foreign tax credit amount $11,000
Number of returns with child and dependent care credit 170
Child and dependent care credit amount $87,000
Number of returns with nonrefundable education credit 150
Nonrefundable education credit amount $199,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 730
Child tax credit amount $1,072,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 230
Self-employment tax amount $717,000
Number of returns with total tax payments 1,810
Total tax payments amount $21,626,000
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 50
Additional child tax credit amount $79,000
Number of returns with refundable education credit 100
Refundable education credit amount $89,000
Number of returns with income tax 1,780
Income tax amount [10] $15,894,000
Number of returns with tax liability 1,790
Total tax liability amount [11] $16,761,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 370
Tax due at time of filing amount [12] $1,325,000
Number of returns with overpayments refunded 1,440
Overpayments refunded amount [13] $5,891,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $165,000

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

Number of returns 6,770
Number of single returns 950
Number of joint returns 5,240
Number of head of household returns 440
Number of returns with paid preparer's signature 3,240
Number of exemptions 20,390
Number of dependents 8,390
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] 470
Number of elderly returns [4] 540
Adjust gross income (AGI) [5] $996,351,000
Number of returns with total income 6,770
Salaries and wages amount $1,007,127,000
Number of returns with salaries and wages 6,580
Salaries and wages amount $913,824
Number of returns with taxable interest 3,390
Taxable interest amount $2,331
Number of returns with ordinary dividends 2,240
Ordinary dividends amount $4,466,000
Number of returns with qualified dividends 2,090
Qualified dividends amount [6] $3,304
Number of returns with state and local income tax refunds 4,070
State and local income tax refunds amount $5,305
Number of returns with business or professional net income (less loss) 1,230
Business or professional net income (less loss) amount $18,993,000
Number of returns with net capital gain (less loss) 2,240
Net capital gain (less loss) amount $8,302,000
Number of returns with taxable individual retirement arrangements distributions 420
Taxable individual retirement arrangements distributions amount $9,881,000
Number of returns with taxable pensions and annuities 810
Taxable pensions and annuities amount $26,146,000
Number of farm returns 0
Number of returns with unemployment compensation 150
Unemployment compensation amount [7] $717,000
Number of returns with taxable Social Security benefits 310
Taxable Social Security benefits amount $7,354,000
Number of returns with partnership/S-corp net income (less loss) 740
Partnership/S-corp net income (less loss) amount $12,977,000
Number of returns with total statutory adjustments 2,170
Total statutory adjustments amount $10,776,000
Number of returns with educator expenses 290
Educator expenses amount $75,000
Number of returns with self-employment retirement plans 90
Self-employment retirement plans amount $1,560,000
Number of returns with self-employment health insurance deduction 170
Self-employment health insurance deduction amount $1,641,000
Number of returns with IRA payments 320
IRA payments amount $1,773,000
Number of returns with student loan interest deduction 520
Student loan interest deduction amount $573,000
Number of returns with tuition and fees deduction 120
Tuition and fees deduction amount $242,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 5,870
Total itemized deductions amount $185,684,000
Amount of AGI for itemized returns $878,554,000
Number of returns with State and local income taxes 5,760
State and local income taxes amount $44,962,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $181,000
Number of returns with real estate taxes 5,340
Real estate taxes amount $32,619,000
Number of returns with taxes paid 5,870
Taxes paid amount $81,646,000
Number of returns with mortgage interest paid 5,230
Mortgage interest paid amount $74,451,000
Number of returns with contributions 4,650
Contributions amount $13,881,000
Number of returns with taxable income 6,760
Taxable income amount $718,420,000
Number of returns with income tax before credits 6,750
Income tax before credits amount $129,280,000
Number of returns with alternative minimum tax 300
Alternative minimum tax amount $726,000
Number of returns with total tax credits 3,160
Total tax credits amount $3,500,000
Number of returns with foreign tax credit 690
Foreign tax credit amount $265,000
Number of returns with child and dependent care credit 1,110
Child and dependent care credit amount $662,000
Number of returns with nonrefundable education credit 460
Nonrefundable education credit amount $631,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 1,520
Child tax credit amount $1,690,000
Number of returns with residential energy tax credit 80
Residential energy tax credit amount $31,000
Number of returns with self-employment tax 830
Self-employment tax amount $3,277,000
Number of returns with total tax payments 6,740
Total tax payments amount $147,334,000
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 400
Refundable education credit amount $375,000
Number of returns with income tax 6,740
Income tax amount [10] $125,780,000
Number of returns with tax liability 6,750
Total tax liability amount [11] $129,670,000
Number of returns with net investment income tax 40
Net investment income tax $12,000
Number of returns with tax due at time of filing 1,870
Tax due at time of filing amount [12] $8,149,000
Number of returns with overpayments refunded 4,820
Overpayments refunded amount [13] $25,031,000
Number of returns with credit to next year’s estimated tax 90
Credited to next year’s estimated tax amount $549,000

Adjusted Gross Income: $200,000 or more

Number of returns 6,110
Number of single returns 190
Number of joint returns 5,780
Number of head of household returns 110
Number of returns with paid preparer's signature 3,380
Number of exemptions 21,820
Number of dependents 9,940
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] 170
Number of elderly returns [4] 350
Adjust gross income (AGI) [5] $2,200,022,000
Number of returns with total income 6,110
Salaries and wages amount $2,221,949,000
Number of returns with salaries and wages 5,990
Salaries and wages amount $1,669,730
Number of returns with taxable interest 4,230
Taxable interest amount $5,704
Number of returns with ordinary dividends 3,350
Ordinary dividends amount $17,922,000
Number of returns with qualified dividends 3,210
Qualified dividends amount [6] $13,468
Number of returns with state and local income tax refunds 3,860
State and local income tax refunds amount $7,991
Number of returns with business or professional net income (less loss) 1,200
Business or professional net income (less loss) amount $49,577,000
Number of returns with net capital gain (less loss) 3,350
Net capital gain (less loss) amount $94,841,000
Number of returns with taxable individual retirement arrangements distributions 390
Taxable individual retirement arrangements distributions amount $9,963,000
Number of returns with taxable pensions and annuities 770
Taxable pensions and annuities amount $34,781,000
Number of farm returns 0
Number of returns with unemployment compensation 110
Unemployment compensation amount [7] $467,000
Number of returns with taxable Social Security benefits 130
Taxable Social Security benefits amount $3,162,000
Number of returns with partnership/S-corp net income (less loss) 1,370
Partnership/S-corp net income (less loss) amount $204,727,000
Number of returns with total statutory adjustments 1,580
Total statutory adjustments amount $21,927,000
Number of returns with educator expenses 200
Educator expenses amount $50,000
Number of returns with self-employment retirement plans 280
Self-employment retirement plans amount $8,341,000
Number of returns with self-employment health insurance deduction 290
Self-employment health insurance deduction amount $3,938,000
Number of returns with IRA payments 60
IRA payments amount $501,000
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 50
Domestic production activities deduction amount $900,000
Number of returns with itemized deductions 6,050
Total itemized deductions amount $296,806,000
Amount of AGI for itemized returns $2,067,682,000
Number of returns with State and local income taxes 6,010
State and local income taxes amount $112,397,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $169,000
Number of returns with real estate taxes 5,830
Real estate taxes amount $45,499,000
Number of returns with taxes paid 6,050
Taxes paid amount $164,118,000
Number of returns with mortgage interest paid 5,700
Mortgage interest paid amount $100,227,000
Number of returns with contributions 5,210
Contributions amount $30,041,000
Number of returns with taxable income 6,100
Taxable income amount $1,832,542,000
Number of returns with income tax before credits 6,100
Income tax before credits amount $465,778,000
Number of returns with alternative minimum tax 3,980
Alternative minimum tax amount $16,211,000
Number of returns with total tax credits 2,940
Total tax credits amount $4,047,000
Number of returns with foreign tax credit 1,330
Foreign tax credit amount $1,747,000
Number of returns with child and dependent care credit 1,810
Child and dependent care credit amount $998,000
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 110
Residential energy tax credit amount $113,000
Number of returns with self-employment tax 970
Self-employment tax amount $8,123,000
Number of returns with total tax payments 6,090
Total tax payments amount $437,169,000
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 6,100
Income tax amount [10] $461,731,000
Number of returns with tax liability 6,100
Total tax liability amount [11] $482,955,000
Number of returns with net investment income tax 2,750
Net investment income tax $3,055,000
Number of returns with tax due at time of filing 3,290
Tax due at time of filing amount [12] $46,553,000
Number of returns with overpayments refunded 2,580
Overpayments refunded amount [13] $18,754,000
Number of returns with credit to next year’s estimated tax 300
Credited to next year’s estimated tax amount $8,891,000

[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.