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ZIP Code Database - Facts & Stats

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ZIP Code 21550 Income Tax Stats

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

ZIP Code 21550 Data

Zip Code:21550
City:Oakland
State:MD [Maryland]
Counties: GARRETT, MD
City Alias(es):Oakland
Area Code:301 / 240
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





21550 Income Tax Overview

Total Number of Tax Returns for ZIP Code 21550 [1] 6,270
Total Number of Single Tax Returns for ZIP Code 21550 2,520
Total Number of Joint Tax Returns for ZIP Code 21550 2,650
Total Number of Dependents for ZIP Code 21550 3,170
Total Adjusted Gross Income for ZIP Code 21550 $321,635,000
Average Income per Person for ZIP Code 21550 $22,660
Average Income per Household for ZIP Code 21550 $51,297

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 2,550
Number of single returns 1,730
Number of joint returns 420
Number of head of household returns 350
Number of returns with paid preparer's signature 1,150
Number of exemptions 3,370
Number of dependents 880
Total number of volunteer prepared returns [5] 230
Number of volunteer income tax assistance (VITA) prepared returns [3] 230
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 110
Number of refund anticipation check returns [3] 330
Number of elderly returns [4] 620
Adjust gross income (AGI) [5] $31,901,000
Number of returns with total income 2,550
Salaries and wages amount $32,366,000
Number of returns with salaries and wages 1,930
Salaries and wages amount $23,185
Number of returns with taxable interest 440
Taxable interest amount $235
Number of returns with ordinary dividends 200
Ordinary dividends amount $310,000
Number of returns with qualified dividends 180
Qualified dividends amount [6] $214
Number of returns with state and local income tax refunds 40
State and local income tax refunds amount $28
Number of returns with business or professional net income (less loss) 380
Business or professional net income (less loss) amount $2,415,000
Number of returns with net capital gain (less loss) 190
Net capital gain (less loss) amount $261,000
Number of returns with taxable individual retirement arrangements distributions 170
Taxable individual retirement arrangements distributions amount $861,000
Number of returns with taxable pensions and annuities 410
Taxable pensions and annuities amount $3,907,000
Number of farm returns 80
Number of returns with unemployment compensation 130
Unemployment compensation amount [7] $405,000
Number of returns with taxable Social Security benefits 130
Taxable Social Security benefits amount $282,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $429,000
Number of returns with total statutory adjustments 400
Total statutory adjustments amount $465,000
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 30
Self-employment health insurance deduction amount $100,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 60
Student loan interest deduction amount $39,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 20
Domestic production activities deduction amount $24,000
Number of returns with itemized deductions 120
Total itemized deductions amount $2,222,000
Amount of AGI for itemized returns $1,931,000
Number of returns with State and local income taxes 50
State and local income taxes amount $83,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $27,000
Number of returns with real estate taxes 90
Real estate taxes amount $215,000
Number of returns with taxes paid 120
Taxes paid amount $334,000
Number of returns with mortgage interest paid 60
Mortgage interest paid amount $326,000
Number of returns with contributions 80
Contributions amount $243,000
Number of returns with taxable income 1,140
Taxable income amount $6,660,000
Number of returns with income tax before credits 1,130
Income tax before credits amount $701,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 260
Total tax credits amount $84,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 70
Nonrefundable education credit amount $34,000
Number of returns with retirement savings contribution credit 100
Retirement savings contribution credit amount $17,000
Number of returns with child tax credit 80
Child tax credit amount $28,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 320
Self-employment tax amount $414,000
Number of returns with total tax payments 2,330
Total tax payments amount $4,918,000
Number of returns with earned income credit 800
Earned income credit amount [8] $1,873,000
Number of returns with excess earned income credit 690
Excess earned income credit (refundable) amount [9] $1,659,000
Number of returns with additional child tax credit 430
Additional child tax credit amount $479,000
Number of returns with refundable education credit 70
Refundable education credit amount $61,000
Number of returns with income tax 970
Income tax amount [10] $617,000
Number of returns with tax liability 1,230
Total tax liability amount [11] $1,071,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 220
Tax due at time of filing amount [12] $175,000
Number of returns with overpayments refunded 2,170
Overpayments refunded amount [13] $3,992,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $17,000

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

Number of returns 1,510
Number of single returns 700
Number of joint returns 560
Number of head of household returns 200
Number of returns with paid preparer's signature 810
Number of exemptions 2,850
Number of dependents 790
Total number of volunteer prepared returns [5] 110
Number of volunteer income tax assistance (VITA) prepared returns [3] 110
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 170
Number of elderly returns [4] 450
Adjust gross income (AGI) [5] $53,905,000
Number of returns with total income 1,510
Salaries and wages amount $54,673,000
Number of returns with salaries and wages 1,220
Salaries and wages amount $38,978
Number of returns with taxable interest 400
Taxable interest amount $341
Number of returns with ordinary dividends 190
Ordinary dividends amount $439,000
Number of returns with qualified dividends 180
Qualified dividends amount [6] $279
Number of returns with state and local income tax refunds 140
State and local income tax refunds amount $117
Number of returns with business or professional net income (less loss) 220
Business or professional net income (less loss) amount $2,348,000
Number of returns with net capital gain (less loss) 170
Net capital gain (less loss) amount $545,000
Number of returns with taxable individual retirement arrangements distributions 160
Taxable individual retirement arrangements distributions amount $1,356,000
Number of returns with taxable pensions and annuities 380
Taxable pensions and annuities amount $6,831,000
Number of farm returns 60
Number of returns with unemployment compensation 110
Unemployment compensation amount [7] $495,000
Number of returns with taxable Social Security benefits 350
Taxable Social Security benefits amount $2,234,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $645,000
Number of returns with total statutory adjustments 310
Total statutory adjustments amount $768,000
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 30
Self-employment health insurance deduction amount $158,000
Number of returns with IRA payments 40
IRA payments amount $179,000
Number of returns with student loan interest deduction 100
Student loan interest deduction amount $80,000
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 240
Total itemized deductions amount $3,528,000
Amount of AGI for itemized returns $9,116,000
Number of returns with State and local income taxes 210
State and local income taxes amount $512,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $39,000
Number of returns with real estate taxes 200
Real estate taxes amount $434,000
Number of returns with taxes paid 240
Taxes paid amount $993,000
Number of returns with mortgage interest paid 150
Mortgage interest paid amount $699,000
Number of returns with contributions 160
Contributions amount $520,000
Number of returns with taxable income 1,450
Taxable income amount $26,975,000
Number of returns with income tax before credits 1,440
Income tax before credits amount $3,256,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 540
Total tax credits amount $368,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $16,000
Number of returns with nonrefundable education credit 60
Nonrefundable education credit amount $59,000
Number of returns with retirement savings contribution credit 220
Retirement savings contribution credit amount $41,000
Number of returns with child tax credit 280
Child tax credit amount $251,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $6,000
Number of returns with self-employment tax 190
Self-employment tax amount $477,000
Number of returns with total tax payments 1,470
Total tax payments amount $6,339,000
Number of returns with earned income credit 330
Earned income credit amount [8] $744,000
Number of returns with excess earned income credit 260
Excess earned income credit (refundable) amount [9] $568,000
Number of returns with additional child tax credit 200
Additional child tax credit amount $316,000
Number of returns with refundable education credit 50
Refundable education credit amount $41,000
Number of returns with income tax 1,260
Income tax amount [10] $2,887,000
Number of returns with tax liability 1,330
Total tax liability amount [11] $3,447,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 230
Tax due at time of filing amount [12] $355,000
Number of returns with overpayments refunded 1,240
Overpayments refunded amount [13] $3,166,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $75,000

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

Number of returns 920
Number of single returns 250
Number of joint returns 580
Number of head of household returns 60
Number of returns with paid preparer's signature 540
Number of exemptions 2,040
Number of dependents 530
Total number of volunteer prepared returns [5] 40
Number of volunteer income tax assistance (VITA) prepared returns [3] 40
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] 320
Adjust gross income (AGI) [5] $56,357,000
Number of returns with total income 920
Salaries and wages amount $57,178,000
Number of returns with salaries and wages 770
Salaries and wages amount $40,377
Number of returns with taxable interest 350
Taxable interest amount $344
Number of returns with ordinary dividends 170
Ordinary dividends amount $551,000
Number of returns with qualified dividends 150
Qualified dividends amount [6] $411
Number of returns with state and local income tax refunds 210
State and local income tax refunds amount $223
Number of returns with business or professional net income (less loss) 160
Business or professional net income (less loss) amount $1,923,000
Number of returns with net capital gain (less loss) 150
Net capital gain (less loss) amount $888,000
Number of returns with taxable individual retirement arrangements distributions 140
Taxable individual retirement arrangements distributions amount $1,584,000
Number of returns with taxable pensions and annuities 280
Taxable pensions and annuities amount $6,416,000
Number of farm returns 40
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $274,000
Number of returns with taxable Social Security benefits 260
Taxable Social Security benefits amount $3,938,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $529,000
Number of returns with total statutory adjustments 280
Total statutory adjustments amount $821,000
Number of returns with educator expenses 40
Educator expenses amount $11,000
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 $209,000
Number of returns with IRA payments 40
IRA payments amount $169,000
Number of returns with student loan interest deduction 90
Student loan interest deduction amount $95,000
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 320
Total itemized deductions amount $5,255,000
Amount of AGI for itemized returns $19,523,000
Number of returns with State and local income taxes 300
State and local income taxes amount $1,132,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $33,000
Number of returns with real estate taxes 290
Real estate taxes amount $706,000
Number of returns with taxes paid 320
Taxes paid amount $1,867,000
Number of returns with mortgage interest paid 230
Mortgage interest paid amount $1,242,000
Number of returns with contributions 220
Contributions amount $852,000
Number of returns with taxable income 910
Taxable income amount $35,802,000
Number of returns with income tax before credits 910
Income tax before credits amount $4,796,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 370
Total tax credits amount $449,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $17,000
Number of returns with nonrefundable education credit 40
Nonrefundable education credit amount $46,000
Number of returns with retirement savings contribution credit 130
Retirement savings contribution credit amount $22,000
Number of returns with child tax credit 230
Child tax credit amount $355,000
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 $429,000
Number of returns with total tax payments 900
Total tax payments amount $6,357,000
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 $43,000
Number of returns with refundable education credit 30
Refundable education credit amount $23,000
Number of returns with income tax 870
Income tax amount [10] $4,347,000
Number of returns with tax liability 890
Total tax liability amount [11] $4,835,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 220
Tax due at time of filing amount [12] $453,000
Number of returns with overpayments refunded 670
Overpayments refunded amount [13] $1,887,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $71,000

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

Number of returns 560
Number of single returns 80
Number of joint returns 460
Number of head of household returns 30
Number of returns with paid preparer's signature 340
Number of exemptions 1,420
Number of dependents 400
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] 40
Number of elderly returns [4] 210
Adjust gross income (AGI) [5] $49,006,000
Number of returns with total income 560
Salaries and wages amount $49,653,000
Number of returns with salaries and wages 470
Salaries and wages amount $34,779
Number of returns with taxable interest 290
Taxable interest amount $192
Number of returns with ordinary dividends 150
Ordinary dividends amount $658,000
Number of returns with qualified dividends 140
Qualified dividends amount [6] $509
Number of returns with state and local income tax refunds 210
State and local income tax refunds amount $300
Number of returns with business or professional net income (less loss) 110
Business or professional net income (less loss) amount $1,171,000
Number of returns with net capital gain (less loss) 130
Net capital gain (less loss) amount $906,000
Number of returns with taxable individual retirement arrangements distributions 110
Taxable individual retirement arrangements distributions amount $1,813,000
Number of returns with taxable pensions and annuities 200
Taxable pensions and annuities amount $6,003,000
Number of farm returns 30
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $115,000
Number of returns with taxable Social Security benefits 170
Taxable Social Security benefits amount $3,398,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $297,000
Number of returns with total statutory adjustments 190
Total statutory adjustments amount $647,000
Number of returns with educator expenses 20
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 30
Self-employment health insurance deduction amount $146,000
Number of returns with IRA payments 30
IRA payments amount $167,000
Number of returns with student loan interest deduction 70
Student loan interest deduction amount $83,000
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 310
Total itemized deductions amount $5,951,000
Amount of AGI for itemized returns $27,062,000
Number of returns with State and local income taxes 300
State and local income taxes amount $1,730,000
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 290
Real estate taxes amount $725,000
Number of returns with taxes paid 310
Taxes paid amount $2,491,000
Number of returns with mortgage interest paid 250
Mortgage interest paid amount $1,403,000
Number of returns with contributions 240
Contributions amount $895,000
Number of returns with taxable income 560
Taxable income amount $34,054,000
Number of returns with income tax before credits 560
Income tax before credits amount $4,774,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 260
Total tax credits amount $369,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 20
Child and dependent care credit amount $10,000
Number of returns with nonrefundable education credit 50
Nonrefundable education credit amount $57,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 170
Child tax credit amount $283,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $7,000
Number of returns with self-employment tax 80
Self-employment tax amount $266,000
Number of returns with total tax payments 560
Total tax payments amount $5,974,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 30
Refundable education credit amount $25,000
Number of returns with income tax 560
Income tax amount [10] $4,405,000
Number of returns with tax liability 560
Total tax liability amount [11] $4,711,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 130
Tax due at time of filing amount [12] $323,000
Number of returns with overpayments refunded 410
Overpayments refunded amount [13] $1,500,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $48,000

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

Number of returns 580
Number of single returns 70
Number of joint returns 500
Number of head of household returns 0
Number of returns with paid preparer's signature 380
Number of exemptions 1,540
Number of dependents 470
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] 30
Number of elderly returns [4] 220
Adjust gross income (AGI) [5] $75,224,000
Number of returns with total income 580
Salaries and wages amount $76,369,000
Number of returns with salaries and wages 480
Salaries and wages amount $47,080
Number of returns with taxable interest 340
Taxable interest amount $457
Number of returns with ordinary dividends 210
Ordinary dividends amount $1,264,000
Number of returns with qualified dividends 200
Qualified dividends amount [6] $989
Number of returns with state and local income tax refunds 330
State and local income tax refunds amount $516
Number of returns with business or professional net income (less loss) 130
Business or professional net income (less loss) amount $2,659,000
Number of returns with net capital gain (less loss) 190
Net capital gain (less loss) amount $2,539,000
Number of returns with taxable individual retirement arrangements distributions 140
Taxable individual retirement arrangements distributions amount $4,469,000
Number of returns with taxable pensions and annuities 230
Taxable pensions and annuities amount $8,749,000
Number of farm returns 30
Number of returns with unemployment compensation 20
Unemployment compensation amount [7] $121,000
Number of returns with taxable Social Security benefits 170
Taxable Social Security benefits amount $4,175,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $2,950,000
Number of returns with total statutory adjustments 240
Total statutory adjustments amount $1,145,000
Number of returns with educator expenses 50
Educator expenses amount $14,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $755,000
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $315,000
Number of returns with IRA payments 40
IRA payments amount $232,000
Number of returns with student loan interest deduction 80
Student loan interest deduction amount $97,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 20
Domestic production activities deduction amount $389,000
Number of returns with itemized deductions 460
Total itemized deductions amount $11,392,000
Amount of AGI for itemized returns $60,867,000
Number of returns with State and local income taxes 450
State and local income taxes amount $3,916,000
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 440
Real estate taxes amount $1,450,000
Number of returns with taxes paid 460
Taxes paid amount $5,429,000
Number of returns with mortgage interest paid 360
Mortgage interest paid amount $2,518,000
Number of returns with contributions 370
Contributions amount $1,626,000
Number of returns with taxable income 580
Taxable income amount $56,056,000
Number of returns with income tax before credits 580
Income tax before credits amount $9,179,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 250
Total tax credits amount $315,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $6,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $21,000
Number of returns with nonrefundable education credit 50
Nonrefundable education credit amount $62,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 140
Child tax credit amount $189,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $11,000
Number of returns with self-employment tax 100
Self-employment tax amount $466,000
Number of returns with total tax payments 570
Total tax payments amount $10,159,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 50
Refundable education credit amount $39,000
Number of returns with income tax 580
Income tax amount [10] $8,864,000
Number of returns with tax liability 580
Total tax liability amount [11] $9,394,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 190
Tax due at time of filing amount [12] $1,120,000
Number of returns with overpayments refunded 360
Overpayments refunded amount [13] $1,669,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $204,000

Adjusted Gross Income: $200,000 or more

Number of returns 150
Number of single returns 0
Number of joint returns 130
Number of head of household returns 0
Number of returns with paid preparer's signature 130
Number of exemptions 380
Number of dependents 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] 0
Number of elderly returns [4] 70
Adjust gross income (AGI) [5] $55,242,000
Number of returns with total income 150
Salaries and wages amount $57,452,000
Number of returns with salaries and wages 130
Salaries and wages amount $24,907
Number of returns with taxable interest 130
Taxable interest amount $712
Number of returns with ordinary dividends 100
Ordinary dividends amount $1,248,000
Number of returns with qualified dividends 90
Qualified dividends amount [6] $913
Number of returns with state and local income tax refunds 70
State and local income tax refunds amount $302
Number of returns with business or professional net income (less loss) 60
Business or professional net income (less loss) amount $5,337,000
Number of returns with net capital gain (less loss) 110
Net capital gain (less loss) amount $4,750,000
Number of returns with taxable individual retirement arrangements distributions 40
Taxable individual retirement arrangements distributions amount $1,593,000
Number of returns with taxable pensions and annuities 50
Taxable pensions and annuities amount $2,960,000
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 40
Taxable Social Security benefits amount $1,148,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $12,091,000
Number of returns with total statutory adjustments 100
Total statutory adjustments amount $2,210,000
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 $508,000
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 150
Total itemized deductions amount $8,697,000
Amount of AGI for itemized returns $54,841,000
Number of returns with State and local income taxes 150
State and local income taxes amount $4,125,000
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 140
Real estate taxes amount $972,000
Number of returns with taxes paid 150
Taxes paid amount $5,112,000
Number of returns with mortgage interest paid 110
Mortgage interest paid amount $1,235,000
Number of returns with contributions 140
Contributions amount $1,702,000
Number of returns with taxable income 150
Taxable income amount $45,404,000
Number of returns with income tax before credits 150
Income tax before credits amount $11,960,000
Number of returns with alternative minimum tax 110
Alternative minimum tax amount $607,000
Number of returns with total tax credits 70
Total tax credits amount $120,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $12,000
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 70
Self-employment tax amount $646,000
Number of returns with total tax payments 150
Total tax payments amount $12,297,000
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 150
Income tax amount [10] $11,841,000
Number of returns with tax liability 150
Total tax liability amount [11] $12,805,000
Number of returns with net investment income tax 90
Net investment income tax $154,000
Number of returns with tax due at time of filing 80
Tax due at time of filing amount [12] $1,665,000
Number of returns with overpayments refunded 50
Overpayments refunded amount [13] $640,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $513,000

[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.