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ZIP Code Database - Facts & Stats

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ZIP Code 21502 Income Tax Stats

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

ZIP Code 21502 Data

Zip Code:21502
City:Cumberland
State:MD [Maryland]
Counties: ALLEGANY, MD
City Alias(es):Cumberland
Area Code:301 / 240
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


21502 Income Tax Overview

Total Number of Tax Returns for ZIP Code 21502 [1] 16,500
Total Number of Single Tax Returns for ZIP Code 21502 5,780
Total Number of Joint Tax Returns for ZIP Code 21502 6,030
Total Number of Dependents for ZIP Code 21502 8,490
Total Adjusted Gross Income for ZIP Code 21502 $829,940,000
Average Income per Person for ZIP Code 21502 $18,692
Average Income per Household for ZIP Code 21502 $50,299

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 6,710
Number of single returns 4,630
Number of joint returns 890
Number of head of household returns 1,080
Number of returns with paid preparer's signature 2,860
Number of exemptions 9,160
Number of dependents 2,560
Total number of volunteer prepared returns [5] 630
Number of volunteer income tax assistance (VITA) prepared returns [3] 430
Number of tax counseling for the elderly (TCE) prepared returns [3] 200
Number of volunteer prepared returns with Earned Income Credit 180
Number of refund anticipation check returns [3] 1,240
Number of elderly returns [4] 1,640
Adjust gross income (AGI) [5] $85,150,000
Number of returns with total income 6,710
Salaries and wages amount $86,011,000
Number of returns with salaries and wages 5,290
Salaries and wages amount $64,417
Number of returns with taxable interest 1,150
Taxable interest amount $537
Number of returns with ordinary dividends 550
Ordinary dividends amount $830,000
Number of returns with qualified dividends 510
Qualified dividends amount [6] $551
Number of returns with state and local income tax refunds 110
State and local income tax refunds amount $110
Number of returns with business or professional net income (less loss) 580
Business or professional net income (less loss) amount $3,333,000
Number of returns with net capital gain (less loss) 460
Net capital gain (less loss) amount $291,000
Number of returns with taxable individual retirement arrangements distributions 490
Taxable individual retirement arrangements distributions amount $2,490,000
Number of returns with taxable pensions and annuities 1,270
Taxable pensions and annuities amount $12,519,000
Number of farm returns 30
Number of returns with unemployment compensation 300
Unemployment compensation amount [7] $1,087,000
Number of returns with taxable Social Security benefits 460
Taxable Social Security benefits amount $689,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $35,000
Number of returns with total statutory adjustments 710
Total statutory adjustments amount $861,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $128,000
Number of returns with IRA payments 50
IRA payments amount $131,000
Number of returns with student loan interest deduction 180
Student loan interest deduction amount $164,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $83,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 270
Total itemized deductions amount $4,586,000
Amount of AGI for itemized returns $4,480,000
Number of returns with State and local income taxes 150
State and local income taxes amount $197,000
Number of returns with State and local general sales tax 90
State and local general sales tax amount $39,000
Number of returns with real estate taxes 210
Real estate taxes amount $440,000
Number of returns with taxes paid 260
Taxes paid amount $851,000
Number of returns with mortgage interest paid 140
Mortgage interest paid amount $524,000
Number of returns with contributions 190
Contributions amount $415,000
Number of returns with taxable income 3,020
Taxable income amount $18,040,000
Number of returns with income tax before credits 2,980
Income tax before credits amount $1,883,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 780
Total tax credits amount $227,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $12,000
Number of returns with nonrefundable education credit 150
Nonrefundable education credit amount $76,000
Number of returns with retirement savings contribution credit 410
Retirement savings contribution credit amount $69,000
Number of returns with child tax credit 190
Child tax credit amount $65,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 440
Self-employment tax amount $551,000
Number of returns with total tax payments 6,260
Total tax payments amount $13,497,000
Number of returns with earned income credit 2,320
Earned income credit amount [8] $5,328,000
Number of returns with excess earned income credit 2,090
Excess earned income credit (refundable) amount [9] $4,974,000
Number of returns with additional child tax credit 1,200
Additional child tax credit amount $1,366,000
Number of returns with refundable education credit 180
Refundable education credit amount $134,000
Number of returns with income tax 2,580
Income tax amount [10] $1,656,000
Number of returns with tax liability 3,040
Total tax liability amount [11] $2,315,000
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] $270,000
Number of returns with overpayments refunded 6,020
Overpayments refunded amount [13] $11,391,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $51,000

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

Number of returns 4,140
Number of single returns 2,060
Number of joint returns 1,240
Number of head of household returns 700
Number of returns with paid preparer's signature 2,060
Number of exemptions 7,620
Number of dependents 2,250
Total number of volunteer prepared returns [5] 250
Number of volunteer income tax assistance (VITA) prepared returns [3] 160
Number of tax counseling for the elderly (TCE) prepared returns [3] 90
Number of volunteer prepared returns with Earned Income Credit 40
Number of refund anticipation check returns [3] 720
Number of elderly returns [4] 1,200
Adjust gross income (AGI) [5] $148,001,000
Number of returns with total income 4,140
Salaries and wages amount $149,091,000
Number of returns with salaries and wages 3,430
Salaries and wages amount $113,098
Number of returns with taxable interest 1,090
Taxable interest amount $523
Number of returns with ordinary dividends 460
Ordinary dividends amount $949,000
Number of returns with qualified dividends 440
Qualified dividends amount [6] $611
Number of returns with state and local income tax refunds 390
State and local income tax refunds amount $312
Number of returns with business or professional net income (less loss) 290
Business or professional net income (less loss) amount $1,798,000
Number of returns with net capital gain (less loss) 350
Net capital gain (less loss) amount $723,000
Number of returns with taxable individual retirement arrangements distributions 450
Taxable individual retirement arrangements distributions amount $3,918,000
Number of returns with taxable pensions and annuities 1,080
Taxable pensions and annuities amount $19,121,000
Number of farm returns 0
Number of returns with unemployment compensation 220
Unemployment compensation amount [7] $944,000
Number of returns with taxable Social Security benefits 1,010
Taxable Social Security benefits amount $6,634,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $523,000
Number of returns with total statutory adjustments 630
Total statutory adjustments amount $1,090,000
Number of returns with educator expenses 70
Educator expenses amount $18,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $165,000
Number of returns with IRA payments 80
IRA payments amount $284,000
Number of returns with student loan interest deduction 340
Student loan interest deduction amount $348,000
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 710
Total itemized deductions amount $9,891,000
Amount of AGI for itemized returns $27,514,000
Number of returns with State and local income taxes 620
State and local income taxes amount $1,549,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $53,000
Number of returns with real estate taxes 580
Real estate taxes amount $1,114,000
Number of returns with taxes paid 710
Taxes paid amount $2,761,000
Number of returns with mortgage interest paid 470
Mortgage interest paid amount $1,936,000
Number of returns with contributions 490
Contributions amount $1,197,000
Number of returns with taxable income 4,000
Taxable income amount $76,545,000
Number of returns with income tax before credits 3,980
Income tax before credits amount $9,303,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,600
Total tax credits amount $1,183,000
Number of returns with foreign tax credit 110
Foreign tax credit amount $6,000
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $56,000
Number of returns with nonrefundable education credit 200
Nonrefundable education credit amount $190,000
Number of returns with retirement savings contribution credit 770
Retirement savings contribution credit amount $150,000
Number of returns with child tax credit 820
Child tax credit amount $762,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $10,000
Number of returns with self-employment tax 190
Self-employment tax amount $374,000
Number of returns with total tax payments 4,080
Total tax payments amount $17,812,000
Number of returns with earned income credit 960
Earned income credit amount [8] $2,143,000
Number of returns with excess earned income credit 820
Excess earned income credit (refundable) amount [9] $1,861,000
Number of returns with additional child tax credit 630
Additional child tax credit amount $869,000
Number of returns with refundable education credit 120
Refundable education credit amount $92,000
Number of returns with income tax 3,400
Income tax amount [10] $8,120,000
Number of returns with tax liability 3,530
Total tax liability amount [11] $8,701,000
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] $492,000
Number of returns with overpayments refunded 3,620
Overpayments refunded amount [13] $9,529,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $60,000

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

Number of returns 2,390
Number of single returns 860
Number of joint returns 1,220
Number of head of household returns 260
Number of returns with paid preparer's signature 1,420
Number of exemptions 4,930
Number of dependents 1,320
Total number of volunteer prepared returns [5] 90
Number of volunteer income tax assistance (VITA) prepared returns [3] 40
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] 260
Number of elderly returns [4] 790
Adjust gross income (AGI) [5] $146,497,000
Number of returns with total income 2,390
Salaries and wages amount $147,770,000
Number of returns with salaries and wages 1,990
Salaries and wages amount $107,950
Number of returns with taxable interest 1,000
Taxable interest amount $748
Number of returns with ordinary dividends 460
Ordinary dividends amount $1,529,000
Number of returns with qualified dividends 440
Qualified dividends amount [6] $1,108
Number of returns with state and local income tax refunds 590
State and local income tax refunds amount $563
Number of returns with business or professional net income (less loss) 280
Business or professional net income (less loss) amount $1,450,000
Number of returns with net capital gain (less loss) 380
Net capital gain (less loss) amount $1,446,000
Number of returns with taxable individual retirement arrangements distributions 380
Taxable individual retirement arrangements distributions amount $4,326,000
Number of returns with taxable pensions and annuities 780
Taxable pensions and annuities amount $18,334,000
Number of farm returns 30
Number of returns with unemployment compensation 140
Unemployment compensation amount [7] $538,000
Number of returns with taxable Social Security benefits 670
Taxable Social Security benefits amount $10,331,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $435,000
Number of returns with total statutory adjustments 600
Total statutory adjustments amount $1,273,000
Number of returns with educator expenses 100
Educator expenses amount $25,000
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 $190,000
Number of returns with IRA payments 80
IRA payments amount $338,000
Number of returns with student loan interest deduction 260
Student loan interest deduction amount $271,000
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 900
Total itemized deductions amount $13,395,000
Amount of AGI for itemized returns $55,333,000
Number of returns with State and local income taxes 860
State and local income taxes amount $3,482,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $32,000
Number of returns with real estate taxes 800
Real estate taxes amount $1,600,000
Number of returns with taxes paid 900
Taxes paid amount $5,156,000
Number of returns with mortgage interest paid 670
Mortgage interest paid amount $2,811,000
Number of returns with contributions 670
Contributions amount $1,822,000
Number of returns with taxable income 2,380
Taxable income amount $96,601,000
Number of returns with income tax before credits 2,380
Income tax before credits amount $13,292,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 920
Total tax credits amount $1,098,000
Number of returns with foreign tax credit 130
Foreign tax credit amount $8,000
Number of returns with child and dependent care credit 80
Child and dependent care credit amount $38,000
Number of returns with nonrefundable education credit 140
Nonrefundable education credit amount $156,000
Number of returns with retirement savings contribution credit 200
Retirement savings contribution credit amount $32,000
Number of returns with child tax credit 570
Child tax credit amount $834,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $16,000
Number of returns with self-employment tax 190
Self-employment tax amount $421,000
Number of returns with total tax payments 2,380
Total tax payments amount $17,465,000
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 80
Additional child tax credit amount $115,000
Number of returns with refundable education credit 100
Refundable education credit amount $81,000
Number of returns with income tax 2,300
Income tax amount [10] $12,194,000
Number of returns with tax liability 2,320
Total tax liability amount [11] $12,789,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 450
Tax due at time of filing amount [12] $748,000
Number of returns with overpayments refunded 1,900
Overpayments refunded amount [13] $5,246,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $113,000

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

Number of returns 1,410
Number of single returns 230
Number of joint returns 1,100
Number of head of household returns 70
Number of returns with paid preparer's signature 880
Number of exemptions 3,450
Number of dependents 940
Total number of volunteer prepared returns [5] 20
Number of volunteer income tax assistance (VITA) prepared returns [3] 20
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] 120
Number of elderly returns [4] 510
Adjust gross income (AGI) [5] $121,680,000
Number of returns with total income 1,410
Salaries and wages amount $122,844,000
Number of returns with salaries and wages 1,210
Salaries and wages amount $87,345
Number of returns with taxable interest 730
Taxable interest amount $585
Number of returns with ordinary dividends 350
Ordinary dividends amount $1,208,000
Number of returns with qualified dividends 330
Qualified dividends amount [6] $914
Number of returns with state and local income tax refunds 540
State and local income tax refunds amount $661
Number of returns with business or professional net income (less loss) 200
Business or professional net income (less loss) amount $1,834,000
Number of returns with net capital gain (less loss) 300
Net capital gain (less loss) amount $1,308,000
Number of returns with taxable individual retirement arrangements distributions 280
Taxable individual retirement arrangements distributions amount $5,515,000
Number of returns with taxable pensions and annuities 510
Taxable pensions and annuities amount $14,070,000
Number of farm returns 0
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $366,000
Number of returns with taxable Social Security benefits 430
Taxable Social Security benefits amount $8,934,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $831,000
Number of returns with total statutory adjustments 410
Total statutory adjustments amount $1,164,000
Number of returns with educator expenses 90
Educator expenses amount $22,000
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 $216,000
Number of returns with IRA payments 50
IRA payments amount $290,000
Number of returns with student loan interest deduction 180
Student loan interest deduction amount $201,000
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 760
Total itemized deductions amount $14,099,000
Amount of AGI for itemized returns $65,911,000
Number of returns with State and local income taxes 740
State and local income taxes amount $4,234,000
Number of returns with State and local general sales tax 20
State and local general sales tax amount $20,000
Number of returns with real estate taxes 680
Real estate taxes amount $1,554,000
Number of returns with taxes paid 760
Taxes paid amount $5,872,000
Number of returns with mortgage interest paid 590
Mortgage interest paid amount $2,794,000
Number of returns with contributions 620
Contributions amount $2,069,000
Number of returns with taxable income 1,410
Taxable income amount $85,363,000
Number of returns with income tax before credits 1,400
Income tax before credits amount $12,160,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 580
Total tax credits amount $887,000
Number of returns with foreign tax credit 100
Foreign tax credit amount $7,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $48,000
Number of returns with nonrefundable education credit 150
Nonrefundable education credit amount $184,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 380
Child tax credit amount $622,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $7,000
Number of returns with self-employment tax 140
Self-employment tax amount $367,000
Number of returns with total tax payments 1,410
Total tax payments amount $14,577,000
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 100
Refundable education credit amount $96,000
Number of returns with income tax 1,400
Income tax amount [10] $11,273,000
Number of returns with tax liability 1,400
Total tax liability amount [11] $11,758,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 320
Tax due at time of filing amount [12] $701,000
Number of returns with overpayments refunded 1,050
Overpayments refunded amount [13] $3,402,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $70,000

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

Number of returns 1,520
Number of single returns 160
Number of joint returns 1,300
Number of head of household returns 50
Number of returns with paid preparer's signature 990
Number of exemptions 4,030
Number of dependents 1,210
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] 550
Adjust gross income (AGI) [5] $196,352,000
Number of returns with total income 1,520
Salaries and wages amount $198,291,000
Number of returns with salaries and wages 1,330
Salaries and wages amount $140,431
Number of returns with taxable interest 960
Taxable interest amount $1,048
Number of returns with ordinary dividends 500
Ordinary dividends amount $3,230,000
Number of returns with qualified dividends 460
Qualified dividends amount [6] $2,598
Number of returns with state and local income tax refunds 940
State and local income tax refunds amount $1,290
Number of returns with business or professional net income (less loss) 240
Business or professional net income (less loss) amount $4,180,000
Number of returns with net capital gain (less loss) 430
Net capital gain (less loss) amount $4,268,000
Number of returns with taxable individual retirement arrangements distributions 310
Taxable individual retirement arrangements distributions amount $8,949,000
Number of returns with taxable pensions and annuities 540
Taxable pensions and annuities amount $20,165,000
Number of farm returns 30
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $226,000
Number of returns with taxable Social Security benefits 420
Taxable Social Security benefits amount $10,158,000
Number of returns with partnership/S-corp net income (less loss) 130
Partnership/S-corp net income (less loss) amount $3,221,000
Number of returns with total statutory adjustments 500
Total statutory adjustments amount $1,939,000
Number of returns with educator expenses 150
Educator expenses amount $41,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $873,000
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $494,000
Number of returns with IRA payments 50
IRA payments amount $357,000
Number of returns with student loan interest deduction 200
Student loan interest deduction amount $228,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $60,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,230
Total itemized deductions amount $28,115,000
Amount of AGI for itemized returns $162,340,000
Number of returns with State and local income taxes 1,220
State and local income taxes amount $10,999,000
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 1,160
Real estate taxes amount $3,067,000
Number of returns with taxes paid 1,230
Taxes paid amount $14,177,000
Number of returns with mortgage interest paid 990
Mortgage interest paid amount $5,211,000
Number of returns with contributions 1,050
Contributions amount $4,132,000
Number of returns with taxable income 1,520
Taxable income amount $148,078,000
Number of returns with income tax before credits 1,510
Income tax before credits amount $24,641,000
Number of returns with alternative minimum tax 40
Alternative minimum tax amount $104,000
Number of returns with total tax credits 650
Total tax credits amount $865,000
Number of returns with foreign tax credit 160
Foreign tax credit amount $18,000
Number of returns with child and dependent care credit 150
Child and dependent care credit amount $90,000
Number of returns with nonrefundable education credit 170
Nonrefundable education credit amount $249,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 320
Child tax credit amount $420,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $12,000
Number of returns with self-employment tax 140
Self-employment tax amount $639,000
Number of returns with total tax payments 1,510
Total tax payments amount $26,980,000
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 150
Refundable education credit amount $152,000
Number of returns with income tax 1,510
Income tax amount [10] $23,776,000
Number of returns with tax liability 1,510
Total tax liability amount [11] $24,685,000
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] $1,812,000
Number of returns with overpayments refunded 990
Overpayments refunded amount [13] $3,840,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $251,000

Adjusted Gross Income: $200,000 or more

Number of returns 330
Number of single returns 30
Number of joint returns 280
Number of head of household returns 0
Number of returns with paid preparer's signature 270
Number of exemptions 810
Number of dependents 210
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 0
Number of elderly returns [4] 160
Adjust gross income (AGI) [5] $132,260,000
Number of returns with total income 330
Salaries and wages amount $134,875,000
Number of returns with salaries and wages 280
Salaries and wages amount $67,128
Number of returns with taxable interest 290
Taxable interest amount $1,541
Number of returns with ordinary dividends 220
Ordinary dividends amount $6,277,000
Number of returns with qualified dividends 210
Qualified dividends amount [6] $4,705
Number of returns with state and local income tax refunds 160
State and local income tax refunds amount $669
Number of returns with business or professional net income (less loss) 110
Business or professional net income (less loss) amount $8,499,000
Number of returns with net capital gain (less loss) 220
Net capital gain (less loss) amount $17,049,000
Number of returns with taxable individual retirement arrangements distributions 80
Taxable individual retirement arrangements distributions amount $4,063,000
Number of returns with taxable pensions and annuities 90
Taxable pensions and annuities amount $3,772,000
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 $2,790,000
Number of returns with partnership/S-corp net income (less loss) 150
Partnership/S-corp net income (less loss) amount $19,951,000
Number of returns with total statutory adjustments 160
Total statutory adjustments amount $2,615,000
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 60
Self-employment health insurance deduction amount $770,000
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 320
Total itemized deductions amount $17,665,000
Amount of AGI for itemized returns $131,391,000
Number of returns with State and local income taxes 320
State and local income taxes amount $10,445,000
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 310
Real estate taxes amount $1,957,000
Number of returns with taxes paid 320
Taxes paid amount $12,515,000
Number of returns with mortgage interest paid 210
Mortgage interest paid amount $1,763,000
Number of returns with contributions 290
Contributions amount $3,232,000
Number of returns with taxable income 330
Taxable income amount $112,358,000
Number of returns with income tax before credits 330
Income tax before credits amount $29,318,000
Number of returns with alternative minimum tax 200
Alternative minimum tax amount $1,418,000
Number of returns with total tax credits 160
Total tax credits amount $415,000
Number of returns with foreign tax credit 120
Foreign tax credit amount $123,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 100
Self-employment tax amount $853,000
Number of returns with total tax payments 320
Total tax payments amount $29,850,000
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 330
Income tax amount [10] $28,903,000
Number of returns with tax liability 330
Total tax liability amount [11] $30,698,000
Number of returns with net investment income tax 190
Net investment income tax $644,000
Number of returns with tax due at time of filing 140
Tax due at time of filing amount [12] $3,626,000
Number of returns with overpayments refunded 120
Overpayments refunded amount [13] $1,222,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $1,532,000

[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.