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ZIP Code Database - Facts & Stats

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ZIP Code 22015 Income Tax Stats

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

ZIP Code 22015 Data

Zip Code:22015
City:Burke
State:VA [Virginia]
Counties: FAIRFAX, VA
City Alias(es):Burke
Area Code:703
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


22015 Income Tax Overview

Total Number of Tax Returns for ZIP Code 22015 [1] 20,620
Total Number of Single Tax Returns for ZIP Code 22015 7,610
Total Number of Joint Tax Returns for ZIP Code 22015 9,930
Total Number of Dependents for ZIP Code 22015 13,840
Total Adjusted Gross Income for ZIP Code 22015 $2,084,189,000
Average Income per Person for ZIP Code 22015 $48,355
Average Income per Household for ZIP Code 22015 $101,076

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 4,750
Number of single returns 3,870
Number of joint returns 460
Number of head of household returns 320
Number of returns with paid preparer's signature 2,110
Number of exemptions 4,510
Number of dependents 990
Total number of volunteer prepared returns [5] 140
Number of volunteer income tax assistance (VITA) prepared returns [3] 90
Number of tax counseling for the elderly (TCE) prepared returns [3] 60
Number of volunteer prepared returns with Earned Income Credit 40
Number of refund anticipation check returns [3] 300
Number of elderly returns [4] 730
Adjust gross income (AGI) [5] $51,579,000
Number of returns with total income 4,750
Salaries and wages amount $52,959,000
Number of returns with salaries and wages 3,710
Salaries and wages amount $40,322
Number of returns with taxable interest 750
Taxable interest amount $343
Number of returns with ordinary dividends 520
Ordinary dividends amount $654,000
Number of returns with qualified dividends 460
Qualified dividends amount [6] $420
Number of returns with state and local income tax refunds 150
State and local income tax refunds amount $87
Number of returns with business or professional net income (less loss) 1,020
Business or professional net income (less loss) amount $7,699,000
Number of returns with net capital gain (less loss) 430
Net capital gain (less loss) amount $597,000
Number of returns with taxable individual retirement arrangements distributions 160
Taxable individual retirement arrangements distributions amount $1,079,000
Number of returns with taxable pensions and annuities 310
Taxable pensions and annuities amount $2,590,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $104,000
Number of returns with taxable Social Security benefits 130
Taxable Social Security benefits amount $294,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $140,000
Number of returns with total statutory adjustments 1,150
Total statutory adjustments amount $1,380,000
Number of returns with educator expenses 30
Educator expenses amount $7,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $145,000
Number of returns with IRA payments 40
IRA payments amount $140,000
Number of returns with student loan interest deduction 190
Student loan interest deduction amount $173,000
Number of returns with tuition and fees deduction 70
Tuition and fees deduction amount $201,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 420
Total itemized deductions amount $6,677,000
Amount of AGI for itemized returns $6,298,000
Number of returns with State and local income taxes 220
State and local income taxes amount $217,000
Number of returns with State and local general sales tax 140
State and local general sales tax amount $59,000
Number of returns with real estate taxes 260
Real estate taxes amount $1,126,000
Number of returns with taxes paid 400
Taxes paid amount $1,475,000
Number of returns with mortgage interest paid 250
Mortgage interest paid amount $2,163,000
Number of returns with contributions 250
Contributions amount $421,000
Number of returns with taxable income 2,180
Taxable income amount $12,494,000
Number of returns with income tax before credits 2,160
Income tax before credits amount $1,346,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 570
Total tax credits amount $235,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 270
Nonrefundable education credit amount $169,000
Number of returns with retirement savings contribution credit 180
Retirement savings contribution credit amount $36,000
Number of returns with child tax credit 60
Child tax credit amount $19,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 890
Self-employment tax amount $1,188,000
Number of returns with total tax payments 4,120
Total tax payments amount $6,436,000
Number of returns with earned income credit 1,030
Earned income credit amount [8] $1,986,000
Number of returns with excess earned income credit 760
Excess earned income credit (refundable) amount [9] $1,491,000
Number of returns with additional child tax credit 400
Additional child tax credit amount $526,000
Number of returns with refundable education credit 280
Refundable education credit amount $260,000
Number of returns with income tax 1,820
Income tax amount [10] $1,111,000
Number of returns with tax liability 2,520
Total tax liability amount [11] $2,405,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 780
Tax due at time of filing amount [12] $719,000
Number of returns with overpayments refunded 3,630
Overpayments refunded amount [13] $4,705,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $35,000

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

Number of returns 2,990
Number of single returns 1,820
Number of joint returns 690
Number of head of household returns 370
Number of returns with paid preparer's signature 1,430
Number of exemptions 5,070
Number of dependents 1,450
Total number of volunteer prepared returns [5] 100
Number of volunteer income tax assistance (VITA) prepared returns [3] 50
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] 290
Number of elderly returns [4] 590
Adjust gross income (AGI) [5] $110,739,000
Number of returns with total income 2,990
Salaries and wages amount $112,980,000
Number of returns with salaries and wages 2,610
Salaries and wages amount $91,449
Number of returns with taxable interest 680
Taxable interest amount $593
Number of returns with ordinary dividends 400
Ordinary dividends amount $1,023,000
Number of returns with qualified dividends 370
Qualified dividends amount [6] $705
Number of returns with state and local income tax refunds 450
State and local income tax refunds amount $340
Number of returns with business or professional net income (less loss) 600
Business or professional net income (less loss) amount $7,706,000
Number of returns with net capital gain (less loss) 350
Net capital gain (less loss) amount $698,000
Number of returns with taxable individual retirement arrangements distributions 180
Taxable individual retirement arrangements distributions amount $1,701,000
Number of returns with taxable pensions and annuities 340
Taxable pensions and annuities amount $6,429,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $274,000
Number of returns with taxable Social Security benefits 360
Taxable Social Security benefits amount $2,461,000
Number of returns with partnership/S-corp net income (less loss) 130
Partnership/S-corp net income (less loss) amount $884,000
Number of returns with total statutory adjustments 920
Total statutory adjustments amount $2,241,000
Number of returns with educator expenses 70
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 80
Self-employment health insurance deduction amount $306,000
Number of returns with IRA payments 80
IRA payments amount $369,000
Number of returns with student loan interest deduction 330
Student loan interest deduction amount $375,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $53,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 920
Total itemized deductions amount $16,851,000
Amount of AGI for itemized returns $35,416,000
Number of returns with State and local income taxes 770
State and local income taxes amount $1,243,000
Number of returns with State and local general sales tax 120
State and local general sales tax amount $73,000
Number of returns with real estate taxes 640
Real estate taxes amount $2,835,000
Number of returns with taxes paid 920
Taxes paid amount $4,458,000
Number of returns with mortgage interest paid 580
Mortgage interest paid amount $5,259,000
Number of returns with contributions 670
Contributions amount $1,434,000
Number of returns with taxable income 2,820
Taxable income amount $58,260,000
Number of returns with income tax before credits 2,820
Income tax before credits amount $7,404,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,090
Total tax credits amount $922,000
Number of returns with foreign tax credit 100
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $66,000
Number of returns with nonrefundable education credit 360
Nonrefundable education credit amount $382,000
Number of returns with retirement savings contribution credit 340
Retirement savings contribution credit amount $72,000
Number of returns with child tax credit 450
Child tax credit amount $398,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 470
Self-employment tax amount $1,290,000
Number of returns with total tax payments 2,890
Total tax payments amount $12,467,000
Number of returns with earned income credit 520
Earned income credit amount [8] $1,066,000
Number of returns with excess earned income credit 360
Excess earned income credit (refundable) amount [9] $693,000
Number of returns with additional child tax credit 380
Additional child tax credit amount $527,000
Number of returns with refundable education credit 240
Refundable education credit amount $229,000
Number of returns with income tax 2,430
Income tax amount [10] $6,482,000
Number of returns with tax liability 2,650
Total tax liability amount [11] $7,981,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 620
Tax due at time of filing amount [12] $1,174,000
Number of returns with overpayments refunded 2,330
Overpayments refunded amount [13] $5,547,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $81,000

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

Number of returns 2,440
Number of single returns 1,250
Number of joint returns 800
Number of head of household returns 290
Number of returns with paid preparer's signature 1,150
Number of exemptions 4,590
Number of dependents 1,360
Total number of volunteer prepared returns [5] 40
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 40
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 180
Number of elderly returns [4] 640
Adjust gross income (AGI) [5] $150,796,000
Number of returns with total income 2,440
Salaries and wages amount $152,671,000
Number of returns with salaries and wages 2,110
Salaries and wages amount $118,598
Number of returns with taxable interest 910
Taxable interest amount $698
Number of returns with ordinary dividends 550
Ordinary dividends amount $1,417,000
Number of returns with qualified dividends 510
Qualified dividends amount [6] $984
Number of returns with state and local income tax refunds 790
State and local income tax refunds amount $645
Number of returns with business or professional net income (less loss) 440
Business or professional net income (less loss) amount $4,906,000
Number of returns with net capital gain (less loss) 490
Net capital gain (less loss) amount $1,554,000
Number of returns with taxable individual retirement arrangements distributions 220
Taxable individual retirement arrangements distributions amount $2,861,000
Number of returns with taxable pensions and annuities 480
Taxable pensions and annuities amount $14,712,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $132,000
Number of returns with taxable Social Security benefits 400
Taxable Social Security benefits amount $5,763,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $1,281,000
Number of returns with total statutory adjustments 810
Total statutory adjustments amount $1,875,000
Number of returns with educator expenses 100
Educator expenses amount $24,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $304,000
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $255,000
Number of returns with IRA payments 90
IRA payments amount $442,000
Number of returns with student loan interest deduction 340
Student loan interest deduction amount $371,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $110,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,340
Total itemized deductions amount $28,071,000
Amount of AGI for itemized returns $84,113,000
Number of returns with State and local income taxes 1,230
State and local income taxes amount $3,448,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $52,000
Number of returns with real estate taxes 1,120
Real estate taxes amount $5,042,000
Number of returns with taxes paid 1,340
Taxes paid amount $9,110,000
Number of returns with mortgage interest paid 990
Mortgage interest paid amount $9,149,000
Number of returns with contributions 1,040
Contributions amount $2,708,000
Number of returns with taxable income 2,410
Taxable income amount $95,539,000
Number of returns with income tax before credits 2,400
Income tax before credits amount $13,914,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 900
Total tax credits amount $1,233,000
Number of returns with foreign tax credit 150
Foreign tax credit amount $11,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $54,000
Number of returns with nonrefundable education credit 240
Nonrefundable education credit amount $322,000
Number of returns with retirement savings contribution credit 130
Retirement savings contribution credit amount $24,000
Number of returns with child tax credit 540
Child tax credit amount $772,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $27,000
Number of returns with self-employment tax 340
Self-employment tax amount $914,000
Number of returns with total tax payments 2,390
Total tax payments amount $17,548,000
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 100
Additional child tax credit amount $112,000
Number of returns with refundable education credit 170
Refundable education credit amount $175,000
Number of returns with income tax 2,290
Income tax amount [10] $12,681,000
Number of returns with tax liability 2,330
Total tax liability amount [11] $13,754,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 600
Tax due at time of filing amount [12] $1,429,000
Number of returns with overpayments refunded 1,800
Overpayments refunded amount [13] $5,001,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $119,000

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

Number of returns 2,120
Number of single returns 790
Number of joint returns 1,030
Number of head of household returns 230
Number of returns with paid preparer's signature 950
Number of exemptions 4,660
Number of dependents 1,510
Total number of volunteer prepared returns [5] 30
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 30
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 150
Number of elderly returns [4] 680
Adjust gross income (AGI) [5] $185,453,000
Number of returns with total income 2,120
Salaries and wages amount $187,704,000
Number of returns with salaries and wages 1,760
Salaries and wages amount $137,944
Number of returns with taxable interest 1,010
Taxable interest amount $837
Number of returns with ordinary dividends 680
Ordinary dividends amount $2,683,000
Number of returns with qualified dividends 630
Qualified dividends amount [6] $1,873
Number of returns with state and local income tax refunds 970
State and local income tax refunds amount $895
Number of returns with business or professional net income (less loss) 390
Business or professional net income (less loss) amount $4,412,000
Number of returns with net capital gain (less loss) 590
Net capital gain (less loss) amount $2,462,000
Number of returns with taxable individual retirement arrangements distributions 300
Taxable individual retirement arrangements distributions amount $3,946,000
Number of returns with taxable pensions and annuities 540
Taxable pensions and annuities amount $23,567,000
Number of farm returns 20
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $163,000
Number of returns with taxable Social Security benefits 450
Taxable Social Security benefits amount $8,160,000
Number of returns with partnership/S-corp net income (less loss) 140
Partnership/S-corp net income (less loss) amount $2,449,000
Number of returns with total statutory adjustments 630
Total statutory adjustments amount $2,251,000
Number of returns with educator expenses 110
Educator expenses amount $27,000
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 $378,000
Number of returns with IRA payments 80
IRA payments amount $436,000
Number of returns with student loan interest deduction 180
Student loan interest deduction amount $209,000
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 1,480
Total itemized deductions amount $33,253,000
Amount of AGI for itemized returns $130,581,000
Number of returns with State and local income taxes 1,380
State and local income taxes amount $5,528,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $68,000
Number of returns with real estate taxes 1,350
Real estate taxes amount $6,672,000
Number of returns with taxes paid 1,480
Taxes paid amount $12,852,000
Number of returns with mortgage interest paid 1,200
Mortgage interest paid amount $11,484,000
Number of returns with contributions 1,210
Contributions amount $3,586,000
Number of returns with taxable income 2,110
Taxable income amount $127,069,000
Number of returns with income tax before credits 2,110
Income tax before credits amount $19,875,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 900
Total tax credits amount $1,424,000
Number of returns with foreign tax credit 210
Foreign tax credit amount $23,000
Number of returns with child and dependent care credit 150
Child and dependent care credit amount $87,000
Number of returns with nonrefundable education credit 200
Nonrefundable education credit amount $288,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 600
Child tax credit amount $973,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $17,000
Number of returns with self-employment tax 290
Self-employment tax amount $872,000
Number of returns with total tax payments 2,090
Total tax payments amount $23,535,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 30
Additional child tax credit amount $24,000
Number of returns with refundable education credit 130
Refundable education credit amount $134,000
Number of returns with income tax 2,080
Income tax amount [10] $18,451,000
Number of returns with tax liability 2,090
Total tax liability amount [11] $19,439,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 540
Tax due at time of filing amount [12] $1,496,000
Number of returns with overpayments refunded 1,530
Overpayments refunded amount [13] $5,410,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $153,000

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

Number of returns 5,720
Number of single returns 840
Number of joint returns 4,510
Number of head of household returns 290
Number of returns with paid preparer's signature 2,230
Number of exemptions 16,030
Number of dependents 5,800
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] 320
Number of elderly returns [4] 1,830
Adjust gross income (AGI) [5] $815,698,000
Number of returns with total income 5,720
Salaries and wages amount $822,782,000
Number of returns with salaries and wages 4,970
Salaries and wages amount $603,914
Number of returns with taxable interest 3,590
Taxable interest amount $3,787
Number of returns with ordinary dividends 2,680
Ordinary dividends amount $12,454,000
Number of returns with qualified dividends 2,520
Qualified dividends amount [6] $9,093
Number of returns with state and local income tax refunds 3,340
State and local income tax refunds amount $3,702
Number of returns with business or professional net income (less loss) 1,060
Business or professional net income (less loss) amount $15,774,000
Number of returns with net capital gain (less loss) 2,350
Net capital gain (less loss) amount $15,960,000
Number of returns with taxable individual retirement arrangements distributions 1,040
Taxable individual retirement arrangements distributions amount $22,495,000
Number of returns with taxable pensions and annuities 1,820
Taxable pensions and annuities amount $107,263,000
Number of farm returns 0
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $349,000
Number of returns with taxable Social Security benefits 1,190
Taxable Social Security benefits amount $28,522,000
Number of returns with partnership/S-corp net income (less loss) 380
Partnership/S-corp net income (less loss) amount $6,389,000
Number of returns with total statutory adjustments 1,940
Total statutory adjustments amount $7,084,000
Number of returns with educator expenses 350
Educator expenses amount $93,000
Number of returns with self-employment retirement plans 80
Self-employment retirement plans amount $1,064,000
Number of returns with self-employment health insurance deduction 120
Self-employment health insurance deduction amount $946,000
Number of returns with IRA payments 230
IRA payments amount $1,232,000
Number of returns with student loan interest deduction 550
Student loan interest deduction amount $602,000
Number of returns with tuition and fees deduction 110
Tuition and fees deduction amount $199,000
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $274,000
Number of returns with itemized deductions 4,980
Total itemized deductions amount $141,471,000
Amount of AGI for itemized returns $721,010,000
Number of returns with State and local income taxes 4,750
State and local income taxes amount $33,061,000
Number of returns with State and local general sales tax 160
State and local general sales tax amount $337,000
Number of returns with real estate taxes 4,710
Real estate taxes amount $27,471,000
Number of returns with taxes paid 4,980
Taxes paid amount $63,488,000
Number of returns with mortgage interest paid 4,180
Mortgage interest paid amount $48,164,000
Number of returns with contributions 4,310
Contributions amount $17,343,000
Number of returns with taxable income 5,710
Taxable income amount $600,491,000
Number of returns with income tax before credits 5,710
Income tax before credits amount $105,085,000
Number of returns with alternative minimum tax 160
Alternative minimum tax amount $267,000
Number of returns with total tax credits 2,740
Total tax credits amount $3,026,000
Number of returns with foreign tax credit 1,000
Foreign tax credit amount $157,000
Number of returns with child and dependent care credit 710
Child and dependent care credit amount $399,000
Number of returns with nonrefundable education credit 500
Nonrefundable education credit amount $709,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 1,150
Child tax credit amount $1,493,000
Number of returns with residential energy tax credit 140
Residential energy tax credit amount $45,000
Number of returns with self-employment tax 840
Self-employment tax amount $2,848,000
Number of returns with total tax payments 5,710
Total tax payments amount $115,633,000
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 430
Refundable education credit amount $417,000
Number of returns with income tax 5,710
Income tax amount [10] $102,060,000
Number of returns with tax liability 5,710
Total tax liability amount [11] $105,319,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,890
Tax due at time of filing amount [12] $7,123,000
Number of returns with overpayments refunded 3,670
Overpayments refunded amount [13] $16,321,000
Number of returns with credit to next year’s estimated tax 200
Credited to next year’s estimated tax amount $1,038,000

Adjusted Gross Income: $200,000 or more

Number of returns 2,600
Number of single returns 120
Number of joint returns 2,440
Number of head of household returns 30
Number of returns with paid preparer's signature 1,150
Number of exemptions 7,770
Number of dependents 2,730
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] 70
Number of elderly returns [4] 960
Adjust gross income (AGI) [5] $769,924,000
Number of returns with total income 2,600
Salaries and wages amount $778,197,000
Number of returns with salaries and wages 2,400
Salaries and wages amount $519,256
Number of returns with taxable interest 2,060
Taxable interest amount $3,347
Number of returns with ordinary dividends 1,770
Ordinary dividends amount $16,311,000
Number of returns with qualified dividends 1,710
Qualified dividends amount [6] $12,151
Number of returns with state and local income tax refunds 1,480
State and local income tax refunds amount $2,475
Number of returns with business or professional net income (less loss) 510
Business or professional net income (less loss) amount $17,434,000
Number of returns with net capital gain (less loss) 1,610
Net capital gain (less loss) amount $45,191,000
Number of returns with taxable individual retirement arrangements distributions 520
Taxable individual retirement arrangements distributions amount $17,720,000
Number of returns with taxable pensions and annuities 1,200
Taxable pensions and annuities amount $90,402,000
Number of farm returns 0
Number of returns with unemployment compensation 20
Unemployment compensation amount [7] $77,000
Number of returns with taxable Social Security benefits 480
Taxable Social Security benefits amount $14,241,000
Number of returns with partnership/S-corp net income (less loss) 400
Partnership/S-corp net income (less loss) amount $46,901,000
Number of returns with total statutory adjustments 710
Total statutory adjustments amount $8,273,000
Number of returns with educator expenses 140
Educator expenses amount $35,000
Number of returns with self-employment retirement plans 120
Self-employment retirement plans amount $3,145,000
Number of returns with self-employment health insurance deduction 150
Self-employment health insurance deduction amount $1,727,000
Number of returns with IRA payments 30
IRA payments amount $241,000
Number of returns with student loan interest deduction 0
Student loan interest deduction amount $0
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 2,550
Total itemized deductions amount $108,885,000
Amount of AGI for itemized returns $752,185,000
Number of returns with State and local income taxes 2,510
State and local income taxes amount $38,439,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $64,000
Number of returns with real estate taxes 2,480
Real estate taxes amount $18,230,000
Number of returns with taxes paid 2,550
Taxes paid amount $58,812,000
Number of returns with mortgage interest paid 2,150
Mortgage interest paid amount $29,160,000
Number of returns with contributions 2,360
Contributions amount $17,275,000
Number of returns with taxable income 2,600
Taxable income amount $633,101,000
Number of returns with income tax before credits 2,600
Income tax before credits amount $149,538,000
Number of returns with alternative minimum tax 1,450
Alternative minimum tax amount $5,186,000
Number of returns with total tax credits 1,180
Total tax credits amount $1,949,000
Number of returns with foreign tax credit 810
Foreign tax credit amount $1,461,000
Number of returns with child and dependent care credit 360
Child and dependent care credit amount $205,000
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 70
Residential energy tax credit amount $43,000
Number of returns with self-employment tax 460
Self-employment tax amount $3,391,000
Number of returns with total tax payments 2,590
Total tax payments amount $148,017,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 0
Refundable education credit amount $0
Number of returns with income tax 2,600
Income tax amount [10] $147,589,000
Number of returns with tax liability 2,600
Total tax liability amount [11] $153,820,000
Number of returns with net investment income tax 1,190
Net investment income tax $1,429,000
Number of returns with tax due at time of filing 1,400
Tax due at time of filing amount [12] $14,946,000
Number of returns with overpayments refunded 1,050
Overpayments refunded amount [13] $6,464,000
Number of returns with credit to next year’s estimated tax 190
Credited to next year’s estimated tax amount $2,504,000

[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.