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ZIP Code Database - Facts & Stats

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ZIP Code 21144 Income Tax Stats

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

ZIP Code 21144 Data

Zip Code:21144
City:Severn
State:MD [Maryland]
Counties: ANNE ARUNDEL, MD
City Alias(es):Severn
Area Code:410 / 443
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





21144 Income Tax Overview

Total Number of Tax Returns for ZIP Code 21144 [1] 17,650
Total Number of Single Tax Returns for ZIP Code 21144 5,640
Total Number of Joint Tax Returns for ZIP Code 21144 6,690
Total Number of Dependents for ZIP Code 21144 11,200
Total Adjusted Gross Income for ZIP Code 21144 $1,394,822,000
Average Income per Person for ZIP Code 21144 $43,747
Average Income per Household for ZIP Code 21144 $79,027

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 4,590
Number of single returns 3,320
Number of joint returns 360
Number of head of household returns 790
Number of returns with paid preparer's signature 1,800
Number of exemptions 5,760
Number of dependents 1,880
Total number of volunteer prepared returns [5] 170
Number of volunteer income tax assistance (VITA) prepared returns [3] 80
Number of tax counseling for the elderly (TCE) prepared returns [3] 90
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 910
Number of elderly returns [4] 650
Adjust gross income (AGI) [5] $55,135,000
Number of returns with total income 4,590
Salaries and wages amount $56,191,000
Number of returns with salaries and wages 3,660
Salaries and wages amount $44,158
Number of returns with taxable interest 540
Taxable interest amount $234
Number of returns with ordinary dividends 240
Ordinary dividends amount $225,000
Number of returns with qualified dividends 220
Qualified dividends amount [6] $157
Number of returns with state and local income tax refunds 120
State and local income tax refunds amount $105
Number of returns with business or professional net income (less loss) 850
Business or professional net income (less loss) amount $4,647,000
Number of returns with net capital gain (less loss) 210
Net capital gain (less loss) amount $114,000
Number of returns with taxable individual retirement arrangements distributions 150
Taxable individual retirement arrangements distributions amount $957,000
Number of returns with taxable pensions and annuities 500
Taxable pensions and annuities amount $4,899,000
Number of farm returns 0
Number of returns with unemployment compensation 120
Unemployment compensation amount [7] $485,000
Number of returns with taxable Social Security benefits 180
Taxable Social Security benefits amount $458,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $252,000
Number of returns with total statutory adjustments 900
Total statutory adjustments amount $1,056,000
Number of returns with educator expenses 30
Educator expenses amount $6,000
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 $168,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 170
Student loan interest deduction amount $156,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $71,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 360
Total itemized deductions amount $5,584,000
Amount of AGI for itemized returns $5,570,000
Number of returns with State and local income taxes 240
State and local income taxes amount $286,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $47,000
Number of returns with real estate taxes 200
Real estate taxes amount $651,000
Number of returns with taxes paid 340
Taxes paid amount $1,063,000
Number of returns with mortgage interest paid 170
Mortgage interest paid amount $1,463,000
Number of returns with contributions 230
Contributions amount $624,000
Number of returns with taxable income 2,040
Taxable income amount $12,028,000
Number of returns with income tax before credits 2,040
Income tax before credits amount $1,287,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 550
Total tax credits amount $199,000
Number of returns with foreign tax credit 20
Foreign tax credit amount $0
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $14,000
Number of returns with nonrefundable education credit 210
Nonrefundable education credit amount $112,000
Number of returns with retirement savings contribution credit 180
Retirement savings contribution credit amount $28,000
Number of returns with child tax credit 130
Child tax credit amount $43,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 680
Self-employment tax amount $881,000
Number of returns with total tax payments 4,160
Total tax payments amount $9,087,000
Number of returns with earned income credit 1,460
Earned income credit amount [8] $3,832,000
Number of returns with excess earned income credit 1,270
Excess earned income credit (refundable) amount [9] $3,285,000
Number of returns with additional child tax credit 860
Additional child tax credit amount $1,090,000
Number of returns with refundable education credit 270
Refundable education credit amount $218,000
Number of returns with income tax 1,710
Income tax amount [10] $1,087,000
Number of returns with tax liability 2,320
Total tax liability amount [11] $2,038,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 470
Tax due at time of filing amount [12] $407,000
Number of returns with overpayments refunded 3,900
Overpayments refunded amount [13] $7,423,000
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 3,490
Number of single returns 1,890
Number of joint returns 620
Number of head of household returns 820
Number of returns with paid preparer's signature 1,380
Number of exemptions 6,280
Number of dependents 2,190
Total number of volunteer prepared returns [5] 60
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 60
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 780
Number of elderly returns [4] 610
Adjust gross income (AGI) [5] $128,606,000
Number of returns with total income 3,490
Salaries and wages amount $129,948,000
Number of returns with salaries and wages 3,090
Salaries and wages amount $109,492
Number of returns with taxable interest 640
Taxable interest amount $283
Number of returns with ordinary dividends 260
Ordinary dividends amount $521,000
Number of returns with qualified dividends 240
Qualified dividends amount [6] $340
Number of returns with state and local income tax refunds 430
State and local income tax refunds amount $460
Number of returns with business or professional net income (less loss) 460
Business or professional net income (less loss) amount $2,568,000
Number of returns with net capital gain (less loss) 240
Net capital gain (less loss) amount $366,000
Number of returns with taxable individual retirement arrangements distributions 180
Taxable individual retirement arrangements distributions amount $1,574,000
Number of returns with taxable pensions and annuities 560
Taxable pensions and annuities amount $10,287,000
Number of farm returns 0
Number of returns with unemployment compensation 130
Unemployment compensation amount [7] $582,000
Number of returns with taxable Social Security benefits 430
Taxable Social Security benefits amount $2,995,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $740,000
Number of returns with total statutory adjustments 760
Total statutory adjustments amount $1,342,000
Number of returns with educator expenses 60
Educator expenses amount $14,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $203,000
Number of returns with IRA payments 60
IRA payments amount $211,000
Number of returns with student loan interest deduction 350
Student loan interest deduction amount $374,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $64,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 940
Total itemized deductions amount $16,291,000
Amount of AGI for itemized returns $36,649,000
Number of returns with State and local income taxes 800
State and local income taxes amount $1,782,000
Number of returns with State and local general sales tax 90
State and local general sales tax amount $100,000
Number of returns with real estate taxes 550
Real estate taxes amount $1,667,000
Number of returns with taxes paid 940
Taxes paid amount $3,659,000
Number of returns with mortgage interest paid 500
Mortgage interest paid amount $4,081,000
Number of returns with contributions 710
Contributions amount $2,535,000
Number of returns with taxable income 3,360
Taxable income amount $67,054,000
Number of returns with income tax before credits 3,350
Income tax before credits amount $8,390,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,450
Total tax credits amount $1,374,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 250
Child and dependent care credit amount $162,000
Number of returns with nonrefundable education credit 360
Nonrefundable education credit amount $353,000
Number of returns with retirement savings contribution credit 470
Retirement savings contribution credit amount $81,000
Number of returns with child tax credit 790
Child tax credit amount $747,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $18,000
Number of returns with self-employment tax 270
Self-employment tax amount $663,000
Number of returns with total tax payments 3,430
Total tax payments amount $14,906,000
Number of returns with earned income credit 840
Earned income credit amount [8] $1,663,000
Number of returns with excess earned income credit 690
Excess earned income credit (refundable) amount [9] $1,384,000
Number of returns with additional child tax credit 630
Additional child tax credit amount $892,000
Number of returns with refundable education credit 240
Refundable education credit amount $190,000
Number of returns with income tax 2,740
Income tax amount [10] $7,016,000
Number of returns with tax liability 2,890
Total tax liability amount [11] $7,777,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 520
Tax due at time of filing amount [12] $815,000
Number of returns with overpayments refunded 2,950
Overpayments refunded amount [13] $7,856,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $40,000

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

Number of returns 2,460
Number of single returns 1,150
Number of joint returns 720
Number of head of household returns 440
Number of returns with paid preparer's signature 1,150
Number of exemptions 4,600
Number of dependents 1,420
Total number of volunteer prepared returns [5] 80
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] 370
Number of elderly returns [4] 600
Adjust gross income (AGI) [5] $150,803,000
Number of returns with total income 2,460
Salaries and wages amount $152,136,000
Number of returns with salaries and wages 2,140
Salaries and wages amount $121,259
Number of returns with taxable interest 830
Taxable interest amount $492
Number of returns with ordinary dividends 340
Ordinary dividends amount $692,000
Number of returns with qualified dividends 310
Qualified dividends amount [6] $437
Number of returns with state and local income tax refunds 760
State and local income tax refunds amount $913
Number of returns with business or professional net income (less loss) 360
Business or professional net income (less loss) amount $1,888,000
Number of returns with net capital gain (less loss) 280
Net capital gain (less loss) amount $832,000
Number of returns with taxable individual retirement arrangements distributions 200
Taxable individual retirement arrangements distributions amount $2,421,000
Number of returns with taxable pensions and annuities 580
Taxable pensions and annuities amount $16,908,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $328,000
Number of returns with taxable Social Security benefits 400
Taxable Social Security benefits amount $6,171,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $786,000
Number of returns with total statutory adjustments 670
Total statutory adjustments amount $1,333,000
Number of returns with educator expenses 70
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 30
Self-employment health insurance deduction amount $133,000
Number of returns with IRA payments 60
IRA payments amount $255,000
Number of returns with student loan interest deduction 340
Student loan interest deduction amount $353,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $92,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,300
Total itemized deductions amount $25,305,000
Amount of AGI for itemized returns $80,916,000
Number of returns with State and local income taxes 1,210
State and local income taxes amount $4,515,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $55,000
Number of returns with real estate taxes 930
Real estate taxes amount $2,879,000
Number of returns with taxes paid 1,290
Taxes paid amount $7,634,000
Number of returns with mortgage interest paid 870
Mortgage interest paid amount $7,325,000
Number of returns with contributions 1,060
Contributions amount $4,355,000
Number of returns with taxable income 2,440
Taxable income amount $96,584,000
Number of returns with income tax before credits 2,430
Income tax before credits amount $13,926,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 870
Total tax credits amount $1,285,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 170
Child and dependent care credit amount $108,000
Number of returns with nonrefundable education credit 210
Nonrefundable education credit amount $243,000
Number of returns with retirement savings contribution credit 110
Retirement savings contribution credit amount $18,000
Number of returns with child tax credit 600
Child tax credit amount $848,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $51,000
Number of returns with self-employment tax 200
Self-employment tax amount $470,000
Number of returns with total tax payments 2,430
Total tax payments amount $17,746,000
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 110
Additional child tax credit amount $156,000
Number of returns with refundable education credit 140
Refundable education credit amount $129,000
Number of returns with income tax 2,320
Income tax amount [10] $12,641,000
Number of returns with tax liability 2,350
Total tax liability amount [11] $13,234,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 500
Tax due at time of filing amount [12] $1,142,000
Number of returns with overpayments refunded 1,940
Overpayments refunded amount [13] $5,564,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $60,000

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

Number of returns 1,870
Number of single returns 580
Number of joint returns 920
Number of head of household returns 270
Number of returns with paid preparer's signature 880
Number of exemptions 4,060
Number of dependents 1,270
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] 230
Number of elderly returns [4] 520
Adjust gross income (AGI) [5] $163,177,000
Number of returns with total income 1,870
Salaries and wages amount $164,300,000
Number of returns with salaries and wages 1,620
Salaries and wages amount $127,592
Number of returns with taxable interest 840
Taxable interest amount $529
Number of returns with ordinary dividends 390
Ordinary dividends amount $787,000
Number of returns with qualified dividends 350
Qualified dividends amount [6] $550
Number of returns with state and local income tax refunds 890
State and local income tax refunds amount $1,226
Number of returns with business or professional net income (less loss) 290
Business or professional net income (less loss) amount $1,584,000
Number of returns with net capital gain (less loss) 340
Net capital gain (less loss) amount $912,000
Number of returns with taxable individual retirement arrangements distributions 210
Taxable individual retirement arrangements distributions amount $2,979,000
Number of returns with taxable pensions and annuities 570
Taxable pensions and annuities amount $21,379,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $301,000
Number of returns with taxable Social Security benefits 360
Taxable Social Security benefits amount $6,879,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $677,000
Number of returns with total statutory adjustments 440
Total statutory adjustments amount $1,123,000
Number of returns with educator expenses 60
Educator expenses amount $17,000
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 $110,000
Number of returns with IRA payments 40
IRA payments amount $176,000
Number of returns with student loan interest deduction 170
Student loan interest deduction amount $181,000
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 1,380
Total itemized deductions amount $32,690,000
Amount of AGI for itemized returns $121,371,000
Number of returns with State and local income taxes 1,310
State and local income taxes amount $7,091,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $134,000
Number of returns with real estate taxes 1,130
Real estate taxes amount $3,969,000
Number of returns with taxes paid 1,380
Taxes paid amount $11,383,000
Number of returns with mortgage interest paid 1,060
Mortgage interest paid amount $10,216,000
Number of returns with contributions 1,130
Contributions amount $5,336,000
Number of returns with taxable income 1,860
Taxable income amount $108,740,000
Number of returns with income tax before credits 1,860
Income tax before credits amount $16,872,000
Number of returns with alternative minimum tax 30
Alternative minimum tax amount $18,000
Number of returns with total tax credits 690
Total tax credits amount $1,133,000
Number of returns with foreign tax credit 100
Foreign tax credit amount $7,000
Number of returns with child and dependent care credit 170
Child and dependent care credit amount $110,000
Number of returns with nonrefundable education credit 150
Nonrefundable education credit amount $173,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 500
Child tax credit amount $750,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $82,000
Number of returns with self-employment tax 170
Self-employment tax amount $399,000
Number of returns with total tax payments 1,860
Total tax payments amount $20,559,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 40
Additional child tax credit amount $49,000
Number of returns with refundable education credit 110
Refundable education credit amount $92,000
Number of returns with income tax 1,830
Income tax amount [10] $15,738,000
Number of returns with tax liability 1,840
Total tax liability amount [11] $16,256,000
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] $1,100,000
Number of returns with overpayments refunded 1,440
Overpayments refunded amount [13] $5,351,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 4,030
Number of single returns 680
Number of joint returns 2,950
Number of head of household returns 280
Number of returns with paid preparer's signature 1,910
Number of exemptions 10,310
Number of dependents 3,330
Total number of volunteer prepared returns [5] 30
Number of volunteer income tax assistance (VITA) prepared returns [3] 30
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] 330
Number of elderly returns [4] 970
Adjust gross income (AGI) [5] $565,381,000
Number of returns with total income 4,030
Salaries and wages amount $568,824,000
Number of returns with salaries and wages 3,720
Salaries and wages amount $462,653
Number of returns with taxable interest 2,460
Taxable interest amount $1,549
Number of returns with ordinary dividends 1,180
Ordinary dividends amount $2,927,000
Number of returns with qualified dividends 1,080
Qualified dividends amount [6] $2,002
Number of returns with state and local income tax refunds 2,620
State and local income tax refunds amount $4,150
Number of returns with business or professional net income (less loss) 720
Business or professional net income (less loss) amount $4,736,000
Number of returns with net capital gain (less loss) 970
Net capital gain (less loss) amount $4,951,000
Number of returns with taxable individual retirement arrangements distributions 450
Taxable individual retirement arrangements distributions amount $8,676,000
Number of returns with taxable pensions and annuities 1,400
Taxable pensions and annuities amount $58,127,000
Number of farm returns 0
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $464,000
Number of returns with taxable Social Security benefits 640
Taxable Social Security benefits amount $13,960,000
Number of returns with partnership/S-corp net income (less loss) 200
Partnership/S-corp net income (less loss) amount $4,626,000
Number of returns with total statutory adjustments 1,140
Total statutory adjustments amount $3,443,000
Number of returns with educator expenses 180
Educator expenses amount $47,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $330,000
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $557,000
Number of returns with IRA payments 120
IRA payments amount $693,000
Number of returns with student loan interest deduction 400
Student loan interest deduction amount $442,000
Number of returns with tuition and fees deduction 80
Tuition and fees deduction amount $148,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 3,660
Total itemized deductions amount $108,830,000
Amount of AGI for itemized returns $520,048,000
Number of returns with State and local income taxes 3,580
State and local income taxes amount $32,401,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $122,000
Number of returns with real estate taxes 3,340
Real estate taxes amount $12,978,000
Number of returns with taxes paid 3,660
Taxes paid amount $46,043,000
Number of returns with mortgage interest paid 3,180
Mortgage interest paid amount $35,981,000
Number of returns with contributions 3,140
Contributions amount $16,732,000
Number of returns with taxable income 4,030
Taxable income amount $410,739,000
Number of returns with income tax before credits 4,030
Income tax before credits amount $73,003,000
Number of returns with alternative minimum tax 150
Alternative minimum tax amount $256,000
Number of returns with total tax credits 1,450
Total tax credits amount $1,846,000
Number of returns with foreign tax credit 310
Foreign tax credit amount $32,000
Number of returns with child and dependent care credit 450
Child and dependent care credit amount $305,000
Number of returns with nonrefundable education credit 310
Nonrefundable education credit amount $407,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 590
Child tax credit amount $756,000
Number of returns with residential energy tax credit 130
Residential energy tax credit amount $243,000
Number of returns with self-employment tax 410
Self-employment tax amount $1,149,000
Number of returns with total tax payments 4,020
Total tax payments amount $80,296,000
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 $253,000
Number of returns with income tax 4,020
Income tax amount [10] $71,157,000
Number of returns with tax liability 4,020
Total tax liability amount [11] $72,761,000
Number of returns with net investment income tax 40
Net investment income tax $8,000
Number of returns with tax due at time of filing 1,260
Tax due at time of filing amount [12] $4,599,000
Number of returns with overpayments refunded 2,730
Overpayments refunded amount [13] $11,839,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $198,000

Adjusted Gross Income: $200,000 or more

Number of returns 1,210
Number of single returns 70
Number of joint returns 1,120
Number of head of household returns 0
Number of returns with paid preparer's signature 620
Number of exemptions 3,440
Number of dependents 1,110
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] 50
Number of elderly returns [4] 270
Adjust gross income (AGI) [5] $331,720,000
Number of returns with total income 1,210
Salaries and wages amount $334,047,000
Number of returns with salaries and wages 1,180
Salaries and wages amount $254,639
Number of returns with taxable interest 940
Taxable interest amount $1,958
Number of returns with ordinary dividends 580
Ordinary dividends amount $3,180,000
Number of returns with qualified dividends 550
Qualified dividends amount [6] $2,344
Number of returns with state and local income tax refunds 740
State and local income tax refunds amount $1,450
Number of returns with business or professional net income (less loss) 210
Business or professional net income (less loss) amount $5,545,000
Number of returns with net capital gain (less loss) 520
Net capital gain (less loss) amount $16,706,000
Number of returns with taxable individual retirement arrangements distributions 150
Taxable individual retirement arrangements distributions amount $4,479,000
Number of returns with taxable pensions and annuities 480
Taxable pensions and annuities amount $24,719,000
Number of farm returns 0
Number of returns with unemployment compensation 20
Unemployment compensation amount [7] $80,000
Number of returns with taxable Social Security benefits 130
Taxable Social Security benefits amount $3,192,000
Number of returns with partnership/S-corp net income (less loss) 160
Partnership/S-corp net income (less loss) amount $15,173,000
Number of returns with total statutory adjustments 260
Total statutory adjustments amount $2,327,000
Number of returns with educator expenses 40
Educator expenses amount $11,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $355,000
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $642,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 0
Student loan interest deduction amount $0
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,200
Total itemized deductions amount $54,797,000
Amount of AGI for itemized returns $328,900,000
Number of returns with State and local income taxes 1,190
State and local income taxes amount $22,303,000
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 1,170
Real estate taxes amount $6,264,000
Number of returns with taxes paid 1,200
Taxes paid amount $28,780,000
Number of returns with mortgage interest paid 1,070
Mortgage interest paid amount $14,694,000
Number of returns with contributions 1,090
Contributions amount $8,302,000
Number of returns with taxable income 1,210
Taxable income amount $264,485,000
Number of returns with income tax before credits 1,210
Income tax before credits amount $60,702,000
Number of returns with alternative minimum tax 610
Alternative minimum tax amount $2,312,000
Number of returns with total tax credits 380
Total tax credits amount $398,000
Number of returns with foreign tax credit 210
Foreign tax credit amount $27,000
Number of returns with child and dependent care credit 160
Child and dependent care credit amount $96,000
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 50
Residential energy tax credit amount $206,000
Number of returns with self-employment tax 130
Self-employment tax amount $631,000
Number of returns with total tax payments 1,210
Total tax payments amount $59,733,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 0
Refundable education credit amount $0
Number of returns with income tax 1,210
Income tax amount [10] $60,304,000
Number of returns with tax liability 1,210
Total tax liability amount [11] $61,933,000
Number of returns with net investment income tax 420
Net investment income tax $398,000
Number of returns with tax due at time of filing 600
Tax due at time of filing amount [12] $6,503,000
Number of returns with overpayments refunded 580
Overpayments refunded amount [13] $3,387,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $842,000

[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.