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ZIP Code Database - Facts & Stats

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ZIP Code 20169 Income Tax Stats

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

ZIP Code 20169 Data

Zip Code:20169
City:Haymarket
State:VA [Virginia]
Counties: PRINCE WILLIAM, VA
City Alias(es):Haymarket
Area Code:571 / 703
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


20169 Income Tax Overview

Total Number of Tax Returns for ZIP Code 20169 [1] 11,980
Total Number of Single Tax Returns for ZIP Code 20169 4,440
Total Number of Joint Tax Returns for ZIP Code 20169 6,590
Total Number of Dependents for ZIP Code 20169 9,550
Total Adjusted Gross Income for ZIP Code 20169 $1,631,567,000
Average Income per Person for ZIP Code 20169 $82,398
Average Income per Household for ZIP Code 20169 $136,191

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 2,440
Number of single returns 2,110
Number of joint returns 190
Number of head of household returns 110
Number of returns with paid preparer's signature 890
Number of exemptions 1,800
Number of dependents 370
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] 200
Number of elderly returns [4] 320
Adjust gross income (AGI) [5] $23,623,000
Number of returns with total income 2,440
Salaries and wages amount $24,493,000
Number of returns with salaries and wages 1,970
Salaries and wages amount $19,096
Number of returns with taxable interest 430
Taxable interest amount $307
Number of returns with ordinary dividends 310
Ordinary dividends amount $407,000
Number of returns with qualified dividends 290
Qualified dividends amount [6] $252
Number of returns with state and local income tax refunds 50
State and local income tax refunds amount $42
Number of returns with business or professional net income (less loss) 300
Business or professional net income (less loss) amount $1,875,000
Number of returns with net capital gain (less loss) 280
Net capital gain (less loss) amount $602,000
Number of returns with taxable individual retirement arrangements distributions 100
Taxable individual retirement arrangements distributions amount $851,000
Number of returns with taxable pensions and annuities 190
Taxable pensions and annuities amount $1,722,000
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 100
Taxable Social Security benefits amount $263,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $140,000
Number of returns with total statutory adjustments 410
Total statutory adjustments amount $870,000
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 $262,000
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 $127,000
Number of returns with tuition and fees deduction 40
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 180
Total itemized deductions amount $3,842,000
Amount of AGI for itemized returns $2,566,000
Number of returns with State and local income taxes 80
State and local income taxes amount $128,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $36,000
Number of returns with real estate taxes 130
Real estate taxes amount $670,000
Number of returns with taxes paid 170
Taxes paid amount $909,000
Number of returns with mortgage interest paid 110
Mortgage interest paid amount $1,458,000
Number of returns with contributions 110
Contributions amount $195,000
Number of returns with taxable income 1,070
Taxable income amount $5,887,000
Number of returns with income tax before credits 1,030
Income tax before credits amount $626,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 240
Total tax credits amount $97,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 100
Nonrefundable education credit amount $68,000
Number of returns with retirement savings contribution credit 80
Retirement savings contribution credit amount $15,000
Number of returns with child tax credit 20
Child tax credit amount $9,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 270
Self-employment tax amount $390,000
Number of returns with total tax payments 2,140
Total tax payments amount $2,901,000
Number of returns with earned income credit 340
Earned income credit amount [8] $666,000
Number of returns with excess earned income credit 260
Excess earned income credit (refundable) amount [9] $525,000
Number of returns with additional child tax credit 140
Additional child tax credit amount $181,000
Number of returns with refundable education credit 140
Refundable education credit amount $124,000
Number of returns with income tax 920
Income tax amount [10] $526,000
Number of returns with tax liability 1,130
Total tax liability amount [11] $945,000
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] $239,000
Number of returns with overpayments refunded 1,970
Overpayments refunded amount [13] $2,027,000
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 1,180
Number of single returns 740
Number of joint returns 260
Number of head of household returns 130
Number of returns with paid preparer's signature 490
Number of exemptions 1,940
Number of dependents 530
Total number of volunteer prepared returns [5] 50
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
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] 160
Number of elderly returns [4] 270
Adjust gross income (AGI) [5] $43,240,000
Number of returns with total income 1,180
Salaries and wages amount $44,340,000
Number of returns with salaries and wages 920
Salaries and wages amount $32,513
Number of returns with taxable interest 300
Taxable interest amount $288
Number of returns with ordinary dividends 200
Ordinary dividends amount $554,000
Number of returns with qualified dividends 180
Qualified dividends amount [6] $384
Number of returns with state and local income tax refunds 150
State and local income tax refunds amount $142
Number of returns with business or professional net income (less loss) 200
Business or professional net income (less loss) amount $2,424,000
Number of returns with net capital gain (less loss) 180
Net capital gain (less loss) amount $396,000
Number of returns with taxable individual retirement arrangements distributions 130
Taxable individual retirement arrangements distributions amount $1,416,000
Number of returns with taxable pensions and annuities 230
Taxable pensions and annuities amount $4,670,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $253,000
Number of returns with taxable Social Security benefits 200
Taxable Social Security benefits amount $1,615,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $824,000
Number of returns with total statutory adjustments 340
Total statutory adjustments amount $1,100,000
Number of returns with educator expenses 30
Educator expenses amount $8,000
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 $212,000
Number of returns with IRA payments 40
IRA payments amount $150,000
Number of returns with student loan interest deduction 130
Student loan interest deduction amount $150,000
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 360
Total itemized deductions amount $7,152,000
Amount of AGI for itemized returns $13,602,000
Number of returns with State and local income taxes 260
State and local income taxes amount $491,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $76,000
Number of returns with real estate taxes 270
Real estate taxes amount $1,325,000
Number of returns with taxes paid 360
Taxes paid amount $2,033,000
Number of returns with mortgage interest paid 230
Mortgage interest paid amount $2,163,000
Number of returns with contributions 250
Contributions amount $654,000
Number of returns with taxable income 1,090
Taxable income amount $22,738,000
Number of returns with income tax before credits 1,090
Income tax before credits amount $2,886,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 390
Total tax credits amount $331,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $37,000
Number of returns with nonrefundable education credit 110
Nonrefundable education credit amount $117,000
Number of returns with retirement savings contribution credit 120
Retirement savings contribution credit amount $18,000
Number of returns with child tax credit 170
Child tax credit amount $153,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $5,000
Number of returns with self-employment tax 160
Self-employment tax amount $481,000
Number of returns with total tax payments 1,120
Total tax payments amount $4,964,000
Number of returns with earned income credit 180
Earned income credit amount [8] $373,000
Number of returns with excess earned income credit 130
Excess earned income credit (refundable) amount [9] $241,000
Number of returns with additional child tax credit 150
Additional child tax credit amount $208,000
Number of returns with refundable education credit 80
Refundable education credit amount $77,000
Number of returns with income tax 950
Income tax amount [10] $2,555,000
Number of returns with tax liability 1,040
Total tax liability amount [11] $3,119,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 240
Tax due at time of filing amount [12] $458,000
Number of returns with overpayments refunded 910
Overpayments refunded amount [13] $2,248,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $39,000

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

Number of returns 1,120
Number of single returns 560
Number of joint returns 360
Number of head of household returns 140
Number of returns with paid preparer's signature 500
Number of exemptions 2,080
Number of dependents 610
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] 140
Number of elderly returns [4] 340
Adjust gross income (AGI) [5] $69,813,000
Number of returns with total income 1,120
Salaries and wages amount $71,092,000
Number of returns with salaries and wages 860
Salaries and wages amount $49,284
Number of returns with taxable interest 420
Taxable interest amount $343
Number of returns with ordinary dividends 280
Ordinary dividends amount $1,160,000
Number of returns with qualified dividends 260
Qualified dividends amount [6] $797
Number of returns with state and local income tax refunds 340
State and local income tax refunds amount $318
Number of returns with business or professional net income (less loss) 180
Business or professional net income (less loss) amount $2,032,000
Number of returns with net capital gain (less loss) 240
Net capital gain (less loss) amount $1,370,000
Number of returns with taxable individual retirement arrangements distributions 180
Taxable individual retirement arrangements distributions amount $2,450,000
Number of returns with taxable pensions and annuities 300
Taxable pensions and annuities amount $9,256,000
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 250
Taxable Social Security benefits amount $4,168,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $1,336,000
Number of returns with total statutory adjustments 360
Total statutory adjustments amount $1,279,000
Number of returns with educator expenses 50
Educator expenses amount $12,000
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $284,000
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $268,000
Number of returns with IRA payments 30
IRA payments amount $215,000
Number of returns with student loan interest deduction 140
Student loan interest deduction amount $161,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $50,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 620
Total itemized deductions amount $13,584,000
Amount of AGI for itemized returns $38,864,000
Number of returns with State and local income taxes 540
State and local income taxes amount $1,621,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $65,000
Number of returns with real estate taxes 530
Real estate taxes amount $2,399,000
Number of returns with taxes paid 610
Taxes paid amount $4,381,000
Number of returns with mortgage interest paid 460
Mortgage interest paid amount $4,457,000
Number of returns with contributions 470
Contributions amount $1,272,000
Number of returns with taxable income 1,090
Taxable income amount $43,560,000
Number of returns with income tax before credits 1,080
Income tax before credits amount $6,289,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 410
Total tax credits amount $549,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $8,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $30,000
Number of returns with nonrefundable education credit 80
Nonrefundable education credit amount $114,000
Number of returns with retirement savings contribution credit 50
Retirement savings contribution credit amount $9,000
Number of returns with child tax credit 260
Child tax credit amount $369,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 130
Self-employment tax amount $388,000
Number of returns with total tax payments 1,090
Total tax payments amount $8,282,000
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 $72,000
Number of returns with refundable education credit 70
Refundable education credit amount $63,000
Number of returns with income tax 1,030
Income tax amount [10] $5,740,000
Number of returns with tax liability 1,050
Total tax liability amount [11] $6,209,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 260
Tax due at time of filing amount [12] $679,000
Number of returns with overpayments refunded 830
Overpayments refunded amount [13] $2,666,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $76,000

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

Number of returns 1,060
Number of single returns 360
Number of joint returns 540
Number of head of household returns 130
Number of returns with paid preparer's signature 480
Number of exemptions 2,390
Number of dependents 790
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] 100
Number of elderly returns [4] 350
Adjust gross income (AGI) [5] $92,696,000
Number of returns with total income 1,060
Salaries and wages amount $94,213,000
Number of returns with salaries and wages 850
Salaries and wages amount $65,283
Number of returns with taxable interest 480
Taxable interest amount $410
Number of returns with ordinary dividends 340
Ordinary dividends amount $1,416,000
Number of returns with qualified dividends 320
Qualified dividends amount [6] $1,025
Number of returns with state and local income tax refunds 480
State and local income tax refunds amount $496
Number of returns with business or professional net income (less loss) 200
Business or professional net income (less loss) amount $2,419,000
Number of returns with net capital gain (less loss) 280
Net capital gain (less loss) amount $1,213,000
Number of returns with taxable individual retirement arrangements distributions 190
Taxable individual retirement arrangements distributions amount $3,759,000
Number of returns with taxable pensions and annuities 300
Taxable pensions and annuities amount $11,328,000
Number of farm returns 0
Number of returns with unemployment compensation 20
Unemployment compensation amount [7] $70,000
Number of returns with taxable Social Security benefits 260
Taxable Social Security benefits amount $5,371,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $2,272,000
Number of returns with total statutory adjustments 330
Total statutory adjustments amount $1,517,000
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 50
Self-employment health insurance deduction amount $347,000
Number of returns with IRA payments 20
IRA payments amount $168,000
Number of returns with student loan interest deduction 100
Student loan interest deduction amount $102,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 800
Total itemized deductions amount $19,032,000
Amount of AGI for itemized returns $70,090,000
Number of returns with State and local income taxes 740
State and local income taxes amount $3,009,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $50,000
Number of returns with real estate taxes 730
Real estate taxes amount $3,489,000
Number of returns with taxes paid 800
Taxes paid amount $6,899,000
Number of returns with mortgage interest paid 660
Mortgage interest paid amount $6,913,000
Number of returns with contributions 630
Contributions amount $1,756,000
Number of returns with taxable income 1,050
Taxable income amount $61,502,000
Number of returns with income tax before credits 1,050
Income tax before credits amount $9,504,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 470
Total tax credits amount $700,000
Number of returns with foreign tax credit 110
Foreign tax credit amount $13,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $40,000
Number of returns with nonrefundable education credit 90
Nonrefundable education credit amount $124,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 310
Child tax credit amount $490,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 140
Self-employment tax amount $522,000
Number of returns with total tax payments 1,050
Total tax payments amount $11,441,000
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 30
Additional child tax credit amount $28,000
Number of returns with refundable education credit 70
Refundable education credit amount $69,000
Number of returns with income tax 1,030
Income tax amount [10] $8,804,000
Number of returns with tax liability 1,040
Total tax liability amount [11] $9,411,000
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] $938,000
Number of returns with overpayments refunded 740
Overpayments refunded amount [13] $2,832,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $74,000

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

Number of returns 3,770
Number of single returns 520
Number of joint returns 2,990
Number of head of household returns 180
Number of returns with paid preparer's signature 1,640
Number of exemptions 10,860
Number of dependents 4,100
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] 280
Number of elderly returns [4] 1,070
Adjust gross income (AGI) [5] $548,177,000
Number of returns with total income 3,770
Salaries and wages amount $554,318,000
Number of returns with salaries and wages 3,240
Salaries and wages amount $412,933
Number of returns with taxable interest 2,060
Taxable interest amount $2,075
Number of returns with ordinary dividends 1,470
Ordinary dividends amount $6,862,000
Number of returns with qualified dividends 1,380
Qualified dividends amount [6] $5,047
Number of returns with state and local income tax refunds 2,310
State and local income tax refunds amount $2,718
Number of returns with business or professional net income (less loss) 810
Business or professional net income (less loss) amount $12,771,000
Number of returns with net capital gain (less loss) 1,310
Net capital gain (less loss) amount $8,654,000
Number of returns with taxable individual retirement arrangements distributions 700
Taxable individual retirement arrangements distributions amount $18,957,000
Number of returns with taxable pensions and annuities 1,170
Taxable pensions and annuities amount $61,586,000
Number of farm returns 50
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $234,000
Number of returns with taxable Social Security benefits 800
Taxable Social Security benefits amount $20,925,000
Number of returns with partnership/S-corp net income (less loss) 350
Partnership/S-corp net income (less loss) amount $7,657,000
Number of returns with total statutory adjustments 1,290
Total statutory adjustments amount $6,141,000
Number of returns with educator expenses 210
Educator expenses amount $55,000
Number of returns with self-employment retirement plans 60
Self-employment retirement plans amount $1,006,000
Number of returns with self-employment health insurance deduction 130
Self-employment health insurance deduction amount $1,229,000
Number of returns with IRA payments 130
IRA payments amount $696,000
Number of returns with student loan interest deduction 360
Student loan interest deduction amount $378,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $136,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 3,430
Total itemized deductions amount $105,410,000
Amount of AGI for itemized returns $504,425,000
Number of returns with State and local income taxes 3,330
State and local income taxes amount $23,718,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $167,000
Number of returns with real estate taxes 3,280
Real estate taxes amount $19,144,000
Number of returns with taxes paid 3,430
Taxes paid amount $45,296,000
Number of returns with mortgage interest paid 3,030
Mortgage interest paid amount $39,288,000
Number of returns with contributions 2,880
Contributions amount $11,228,000
Number of returns with taxable income 3,760
Taxable income amount $394,893,000
Number of returns with income tax before credits 3,760
Income tax before credits amount $69,533,000
Number of returns with alternative minimum tax 150
Alternative minimum tax amount $336,000
Number of returns with total tax credits 1,680
Total tax credits amount $1,890,000
Number of returns with foreign tax credit 480
Foreign tax credit amount $66,000
Number of returns with child and dependent care credit 450
Child and dependent care credit amount $276,000
Number of returns with nonrefundable education credit 300
Nonrefundable education credit amount $409,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 720
Child tax credit amount $931,000
Number of returns with residential energy tax credit 90
Residential energy tax credit amount $63,000
Number of returns with self-employment tax 550
Self-employment tax amount $2,174,000
Number of returns with total tax payments 3,750
Total tax payments amount $77,800,000
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 $245,000
Number of returns with income tax 3,750
Income tax amount [10] $67,643,000
Number of returns with tax liability 3,750
Total tax liability amount [11] $70,294,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,190
Tax due at time of filing amount [12] $5,090,000
Number of returns with overpayments refunded 2,470
Overpayments refunded amount [13] $12,006,000
Number of returns with credit to next year’s estimated tax 130
Credited to next year’s estimated tax amount $531,000

Adjusted Gross Income: $200,000 or more

Number of returns 2,410
Number of single returns 100
Number of joint returns 2,250
Number of head of household returns 40
Number of returns with paid preparer's signature 1,300
Number of exemptions 7,800
Number of dependents 3,150
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] 80
Number of elderly returns [4] 560
Adjust gross income (AGI) [5] $854,018,000
Number of returns with total income 2,410
Salaries and wages amount $865,558,000
Number of returns with salaries and wages 2,210
Salaries and wages amount $584,419
Number of returns with taxable interest 1,650
Taxable interest amount $4,244
Number of returns with ordinary dividends 1,340
Ordinary dividends amount $13,634,000
Number of returns with qualified dividends 1,270
Qualified dividends amount [6] $10,124
Number of returns with state and local income tax refunds 1,430
State and local income tax refunds amount $3,025
Number of returns with business or professional net income (less loss) 520
Business or professional net income (less loss) amount $25,627,000
Number of returns with net capital gain (less loss) 1,290
Net capital gain (less loss) amount $62,700,000
Number of returns with taxable individual retirement arrangements distributions 390
Taxable individual retirement arrangements distributions amount $15,904,000
Number of returns with taxable pensions and annuities 780
Taxable pensions and annuities amount $50,977,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $161,000
Number of returns with taxable Social Security benefits 330
Taxable Social Security benefits amount $9,410,000
Number of returns with partnership/S-corp net income (less loss) 530
Partnership/S-corp net income (less loss) amount $92,610,000
Number of returns with total statutory adjustments 720
Total statutory adjustments amount $11,540,000
Number of returns with educator expenses 100
Educator expenses amount $25,000
Number of returns with self-employment retirement plans 100
Self-employment retirement plans amount $3,234,000
Number of returns with self-employment health insurance deduction 190
Self-employment health insurance deduction amount $2,470,000
Number of returns with IRA payments 30
IRA payments amount $273,000
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 60
Domestic production activities deduction amount $1,870,000
Number of returns with itemized deductions 2,380
Total itemized deductions amount $122,123,000
Amount of AGI for itemized returns $836,589,000
Number of returns with State and local income taxes 2,350
State and local income taxes amount $44,003,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $90,000
Number of returns with real estate taxes 2,330
Real estate taxes amount $18,022,000
Number of returns with taxes paid 2,380
Taxes paid amount $64,736,000
Number of returns with mortgage interest paid 2,190
Mortgage interest paid amount $38,015,000
Number of returns with contributions 2,160
Contributions amount $17,820,000
Number of returns with taxable income 2,410
Taxable income amount $706,808,000
Number of returns with income tax before credits 2,400
Income tax before credits amount $181,632,000
Number of returns with alternative minimum tax 1,420
Alternative minimum tax amount $6,338,000
Number of returns with total tax credits 900
Total tax credits amount $1,511,000
Number of returns with foreign tax credit 540
Foreign tax credit amount $562,000
Number of returns with child and dependent care credit 310
Child and dependent care credit amount $177,000
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 60
Residential energy tax credit amount $29,000
Number of returns with self-employment tax 420
Self-employment tax amount $3,458,000
Number of returns with total tax payments 2,400
Total tax payments amount $175,872,000
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 2,400
Income tax amount [10] $180,121,000
Number of returns with tax liability 2,400
Total tax liability amount [11] $187,612,000
Number of returns with net investment income tax 1,050
Net investment income tax $1,845,000
Number of returns with tax due at time of filing 1,230
Tax due at time of filing amount [12] $25,109,000
Number of returns with overpayments refunded 1,030
Overpayments refunded amount [13] $8,045,000
Number of returns with credit to next year’s estimated tax 170
Credited to next year’s estimated tax amount $5,069,000

[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.