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ZIP Code Database - Facts & Stats

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ZIP Code 22041 Income Tax Stats

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

ZIP Code 22041 Data

Zip Code:22041
City:Falls Church
State:VA [Virginia]
Counties: FAIRFAX, VA
City Alias(es):Falls Church
Area Code:703
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


22041 Income Tax Overview

Total Number of Tax Returns for ZIP Code 22041 [1] 13,210
Total Number of Single Tax Returns for ZIP Code 22041 3,460
Total Number of Joint Tax Returns for ZIP Code 22041 3,940
Total Number of Dependents for ZIP Code 22041 7,490
Total Adjusted Gross Income for ZIP Code 22041 $942,132,000
Average Income per Person for ZIP Code 22041 $33,661
Average Income per Household for ZIP Code 22041 $71,320

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 4,570
Number of single returns 3,030
Number of joint returns 720
Number of head of household returns 700
Number of returns with paid preparer's signature 2,980
Number of exemptions 7,350
Number of dependents 2,590
Total number of volunteer prepared returns [5] 160
Number of volunteer income tax assistance (VITA) prepared returns [3] 60
Number of tax counseling for the elderly (TCE) prepared returns [3] 100
Number of volunteer prepared returns with Earned Income Credit 30
Number of refund anticipation check returns [3] 270
Number of elderly returns [4] 670
Adjust gross income (AGI) [5] $55,983,000
Number of returns with total income 4,570
Salaries and wages amount $57,653,000
Number of returns with salaries and wages 2,940
Salaries and wages amount $38,595
Number of returns with taxable interest 380
Taxable interest amount $242
Number of returns with ordinary dividends 200
Ordinary dividends amount $429,000
Number of returns with qualified dividends 180
Qualified dividends amount [6] $289
Number of returns with state and local income tax refunds 170
State and local income tax refunds amount $79
Number of returns with business or professional net income (less loss) 1,920
Business or professional net income (less loss) amount $15,938,000
Number of returns with net capital gain (less loss) 200
Net capital gain (less loss) amount $264,000
Number of returns with taxable individual retirement arrangements distributions 120
Taxable individual retirement arrangements distributions amount $742,000
Number of returns with taxable pensions and annuities 250
Taxable pensions and annuities amount $2,138,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $161,000
Number of returns with taxable Social Security benefits 110
Taxable Social Security benefits amount $254,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $422,000
Number of returns with total statutory adjustments 1,860
Total statutory adjustments amount $1,670,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $130,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 90
Student loan interest deduction amount $84,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $153,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 380
Total itemized deductions amount $5,296,000
Amount of AGI for itemized returns $6,206,000
Number of returns with State and local income taxes 230
State and local income taxes amount $198,000
Number of returns with State and local general sales tax 110
State and local general sales tax amount $53,000
Number of returns with real estate taxes 150
Real estate taxes amount $702,000
Number of returns with taxes paid 370
Taxes paid amount $1,012,000
Number of returns with mortgage interest paid 130
Mortgage interest paid amount $1,022,000
Number of returns with contributions 230
Contributions amount $331,000
Number of returns with taxable income 1,650
Taxable income amount $9,645,000
Number of returns with income tax before credits 1,690
Income tax before credits amount $1,050,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 450
Total tax credits amount $169,000
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 160
Nonrefundable education credit amount $92,000
Number of returns with retirement savings contribution credit 110
Retirement savings contribution credit amount $17,000
Number of returns with child tax credit 160
Child tax credit amount $52,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 1,730
Self-employment tax amount $2,413,000
Number of returns with total tax payments 3,810
Total tax payments amount $9,143,000
Number of returns with earned income credit 1,650
Earned income credit amount [8] $4,260,000
Number of returns with excess earned income credit 1,240
Excess earned income credit (refundable) amount [9] $3,056,000
Number of returns with additional child tax credit 1,140
Additional child tax credit amount $1,579,000
Number of returns with refundable education credit 240
Refundable education credit amount $214,000
Number of returns with income tax 1,360
Income tax amount [10] $880,000
Number of returns with tax liability 2,850
Total tax liability amount [11] $3,383,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,170
Tax due at time of filing amount [12] $1,096,000
Number of returns with overpayments refunded 3,140
Overpayments refunded amount [13] $6,784,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 2,990
Number of single returns 1,630
Number of joint returns 780
Number of head of household returns 460
Number of returns with paid preparer's signature 1,830
Number of exemptions 5,760
Number of dependents 2,000
Total number of volunteer prepared returns [5] 100
Number of volunteer income tax assistance (VITA) prepared returns [3] 30
Number of tax counseling for the elderly (TCE) prepared returns [3] 70
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 300
Number of elderly returns [4] 540
Adjust gross income (AGI) [5] $108,883,000
Number of returns with total income 2,990
Salaries and wages amount $110,480,000
Number of returns with salaries and wages 2,580
Salaries and wages amount $90,430
Number of returns with taxable interest 440
Taxable interest amount $334
Number of returns with ordinary dividends 240
Ordinary dividends amount $758,000
Number of returns with qualified dividends 220
Qualified dividends amount [6] $530
Number of returns with state and local income tax refunds 490
State and local income tax refunds amount $320
Number of returns with business or professional net income (less loss) 670
Business or professional net income (less loss) amount $8,148,000
Number of returns with net capital gain (less loss) 220
Net capital gain (less loss) amount $416,000
Number of returns with taxable individual retirement arrangements distributions 120
Taxable individual retirement arrangements distributions amount $1,024,000
Number of returns with taxable pensions and annuities 300
Taxable pensions and annuities amount $6,235,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $258,000
Number of returns with taxable Social Security benefits 260
Taxable Social Security benefits amount $1,828,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $1,276,000
Number of returns with total statutory adjustments 800
Total statutory adjustments amount $1,597,000
Number of returns with educator expenses 40
Educator expenses amount $10,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $199,000
Number of returns with IRA payments 50
IRA payments amount $203,000
Number of returns with student loan interest deduction 230
Student loan interest deduction amount $263,000
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 910
Total itemized deductions amount $15,135,000
Amount of AGI for itemized returns $34,135,000
Number of returns with State and local income taxes 810
State and local income taxes amount $1,380,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $62,000
Number of returns with real estate taxes 340
Real estate taxes amount $1,332,000
Number of returns with taxes paid 910
Taxes paid amount $3,037,000
Number of returns with mortgage interest paid 300
Mortgage interest paid amount $2,385,000
Number of returns with contributions 630
Contributions amount $1,333,000
Number of returns with taxable income 2,780
Taxable income amount $53,492,000
Number of returns with income tax before credits 2,790
Income tax before credits amount $6,789,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,120
Total tax credits amount $958,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $62,000
Number of returns with nonrefundable education credit 260
Nonrefundable education credit amount $295,000
Number of returns with retirement savings contribution credit 300
Retirement savings contribution credit amount $52,000
Number of returns with child tax credit 620
Child tax credit amount $542,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 520
Self-employment tax amount $1,455,000
Number of returns with total tax payments 2,870
Total tax payments amount $12,789,000
Number of returns with earned income credit 640
Earned income credit amount [8] $1,625,000
Number of returns with excess earned income credit 480
Excess earned income credit (refundable) amount [9] $1,065,000
Number of returns with additional child tax credit 560
Additional child tax credit amount $915,000
Number of returns with refundable education credit 180
Refundable education credit amount $170,000
Number of returns with income tax 2,330
Income tax amount [10] $5,831,000
Number of returns with tax liability 2,590
Total tax liability amount [11] $7,451,000
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] $1,288,000
Number of returns with overpayments refunded 2,350
Overpayments refunded amount [13] $6,501,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $63,000

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

Number of returns 1,790
Number of single returns 1,070
Number of joint returns 490
Number of head of household returns 170
Number of returns with paid preparer's signature 990
Number of exemptions 3,130
Number of dependents 860
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] 160
Number of elderly returns [4] 450
Adjust gross income (AGI) [5] $109,964,000
Number of returns with total income 1,790
Salaries and wages amount $111,226,000
Number of returns with salaries and wages 1,520
Salaries and wages amount $87,309
Number of returns with taxable interest 510
Taxable interest amount $378
Number of returns with ordinary dividends 300
Ordinary dividends amount $1,215,000
Number of returns with qualified dividends 270
Qualified dividends amount [6] $867
Number of returns with state and local income tax refunds 480
State and local income tax refunds amount $372
Number of returns with business or professional net income (less loss) 300
Business or professional net income (less loss) amount $3,698,000
Number of returns with net capital gain (less loss) 280
Net capital gain (less loss) amount $825,000
Number of returns with taxable individual retirement arrangements distributions 160
Taxable individual retirement arrangements distributions amount $1,938,000
Number of returns with taxable pensions and annuities 330
Taxable pensions and annuities amount $10,228,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $246,000
Number of returns with taxable Social Security benefits 280
Taxable Social Security benefits amount $3,868,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $1,288,000
Number of returns with total statutory adjustments 540
Total statutory adjustments amount $1,262,000
Number of returns with educator expenses 60
Educator expenses amount $16,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $130,000
Number of returns with IRA payments 70
IRA payments amount $294,000
Number of returns with student loan interest deduction 240
Student loan interest deduction amount $316,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $71,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 870
Total itemized deductions amount $16,612,000
Amount of AGI for itemized returns $53,794,000
Number of returns with State and local income taxes 810
State and local income taxes amount $2,262,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $44,000
Number of returns with real estate taxes 520
Real estate taxes amount $2,170,000
Number of returns with taxes paid 860
Taxes paid amount $4,748,000
Number of returns with mortgage interest paid 440
Mortgage interest paid amount $3,530,000
Number of returns with contributions 670
Contributions amount $1,728,000
Number of returns with taxable income 1,770
Taxable income amount $73,071,000
Number of returns with income tax before credits 1,770
Income tax before credits amount $10,874,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 560
Total tax credits amount $714,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $11,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $25,000
Number of returns with nonrefundable education credit 120
Nonrefundable education credit amount $154,000
Number of returns with retirement savings contribution credit 70
Retirement savings contribution credit amount $13,000
Number of returns with child tax credit 330
Child tax credit amount $491,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $15,000
Number of returns with self-employment tax 210
Self-employment tax amount $703,000
Number of returns with total tax payments 1,750
Total tax payments amount $13,411,000
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 $98,000
Number of returns with refundable education credit 80
Refundable education credit amount $82,000
Number of returns with income tax 1,690
Income tax amount [10] $10,160,000
Number of returns with tax liability 1,720
Total tax liability amount [11] $10,971,000
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] $1,215,000
Number of returns with overpayments refunded 1,310
Overpayments refunded amount [13] $3,519,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $70,000

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

Number of returns 1,150
Number of single returns 640
Number of joint returns 380
Number of head of household returns 110
Number of returns with paid preparer's signature 630
Number of exemptions 2,070
Number of dependents 540
Total number of volunteer prepared returns [5] 20
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 20
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 100
Number of elderly returns [4] 370
Adjust gross income (AGI) [5] $99,806,000
Number of returns with total income 1,150
Salaries and wages amount $100,547,000
Number of returns with salaries and wages 930
Salaries and wages amount $73,415
Number of returns with taxable interest 470
Taxable interest amount $502
Number of returns with ordinary dividends 300
Ordinary dividends amount $1,860,000
Number of returns with qualified dividends 280
Qualified dividends amount [6] $1,335
Number of returns with state and local income tax refunds 480
State and local income tax refunds amount $452
Number of returns with business or professional net income (less loss) 190
Business or professional net income (less loss) amount $2,244,000
Number of returns with net capital gain (less loss) 280
Net capital gain (less loss) amount $1,574,000
Number of returns with taxable individual retirement arrangements distributions 160
Taxable individual retirement arrangements distributions amount $2,615,000
Number of returns with taxable pensions and annuities 300
Taxable pensions and annuities amount $12,309,000
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 230
Taxable Social Security benefits amount $4,094,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $1,244,000
Number of returns with total statutory adjustments 250
Total statutory adjustments amount $741,000
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 $144,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 70
Student loan interest deduction amount $64,000
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 750
Total itemized deductions amount $16,904,000
Amount of AGI for itemized returns $65,733,000
Number of returns with State and local income taxes 710
State and local income taxes amount $2,956,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $25,000
Number of returns with real estate taxes 550
Real estate taxes amount $2,465,000
Number of returns with taxes paid 750
Taxes paid amount $5,749,000
Number of returns with mortgage interest paid 460
Mortgage interest paid amount $4,038,000
Number of returns with contributions 600
Contributions amount $1,854,000
Number of returns with taxable income 1,150
Taxable income amount $70,842,000
Number of returns with income tax before credits 1,140
Income tax before credits amount $11,696,000
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 $469,000
Number of returns with foreign tax credit 110
Foreign tax credit amount $16,000
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 80
Nonrefundable education credit amount $95,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 200
Child tax credit amount $302,000
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 $470,000
Number of returns with total tax payments 1,130
Total tax payments amount $13,537,000
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 60
Refundable education credit amount $52,000
Number of returns with income tax 1,140
Income tax amount [10] $11,226,000
Number of returns with tax liability 1,140
Total tax liability amount [11] $11,753,000
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] $1,067,000
Number of returns with overpayments refunded 800
Overpayments refunded amount [13] $2,677,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $105,000

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

Number of returns 1,890
Number of single returns 790
Number of joint returns 930
Number of head of household returns 130
Number of returns with paid preparer's signature 980
Number of exemptions 3,710
Number of dependents 890
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] 90
Number of elderly returns [4] 740
Adjust gross income (AGI) [5] $260,937,000
Number of returns with total income 1,890
Salaries and wages amount $263,301,000
Number of returns with salaries and wages 1,480
Salaries and wages amount $177,150
Number of returns with taxable interest 1,150
Taxable interest amount $1,894
Number of returns with ordinary dividends 890
Ordinary dividends amount $8,000,000
Number of returns with qualified dividends 850
Qualified dividends amount [6] $5,759
Number of returns with state and local income tax refunds 990
State and local income tax refunds amount $1,223
Number of returns with business or professional net income (less loss) 330
Business or professional net income (less loss) amount $5,087,000
Number of returns with net capital gain (less loss) 810
Net capital gain (less loss) amount $8,687,000
Number of returns with taxable individual retirement arrangements distributions 390
Taxable individual retirement arrangements distributions amount $8,519,000
Number of returns with taxable pensions and annuities 650
Taxable pensions and annuities amount $39,066,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $145,000
Number of returns with taxable Social Security benefits 480
Taxable Social Security benefits amount $9,631,000
Number of returns with partnership/S-corp net income (less loss) 160
Partnership/S-corp net income (less loss) amount $3,586,000
Number of returns with total statutory adjustments 470
Total statutory adjustments amount $2,364,000
Number of returns with educator expenses 70
Educator expenses amount $17,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $581,000
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $339,000
Number of returns with IRA payments 60
IRA payments amount $335,000
Number of returns with student loan interest deduction 110
Student loan interest deduction amount $130,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $59,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,590
Total itemized deductions amount $45,568,000
Amount of AGI for itemized returns $224,663,000
Number of returns with State and local income taxes 1,550
State and local income taxes amount $10,617,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $60,000
Number of returns with real estate taxes 1,290
Real estate taxes amount $7,559,000
Number of returns with taxes paid 1,590
Taxes paid amount $18,916,000
Number of returns with mortgage interest paid 1,040
Mortgage interest paid amount $10,885,000
Number of returns with contributions 1,340
Contributions amount $6,444,000
Number of returns with taxable income 1,880
Taxable income amount $197,383,000
Number of returns with income tax before credits 1,870
Income tax before credits amount $36,630,000
Number of returns with alternative minimum tax 100
Alternative minimum tax amount $190,000
Number of returns with total tax credits 670
Total tax credits amount $571,000
Number of returns with foreign tax credit 360
Foreign tax credit amount $135,000
Number of returns with child and dependent care credit 120
Child and dependent care credit amount $71,000
Number of returns with nonrefundable education credit 90
Nonrefundable education credit amount $116,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 150
Child tax credit amount $187,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $13,000
Number of returns with self-employment tax 230
Self-employment tax amount $1,005,000
Number of returns with total tax payments 1,870
Total tax payments amount $40,744,000
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 70
Refundable education credit amount $66,000
Number of returns with income tax 1,860
Income tax amount [10] $36,058,000
Number of returns with tax liability 1,870
Total tax liability amount [11] $37,257,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 610
Tax due at time of filing amount [12] $2,935,000
Number of returns with overpayments refunded 1,180
Overpayments refunded amount [13] $5,709,000
Number of returns with credit to next year’s estimated tax 120
Credited to next year’s estimated tax amount $619,000

Adjusted Gross Income: $200,000 or more

Number of returns 820
Number of single returns 160
Number of joint returns 640
Number of head of household returns 0
Number of returns with paid preparer's signature 450
Number of exemptions 2,070
Number of dependents 610
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 30
Number of elderly returns [4] 340
Adjust gross income (AGI) [5] $306,559,000
Number of returns with total income 820
Salaries and wages amount $311,033,000
Number of returns with salaries and wages 670
Salaries and wages amount $167,816
Number of returns with taxable interest 650
Taxable interest amount $2,152
Number of returns with ordinary dividends 550
Ordinary dividends amount $13,116,000
Number of returns with qualified dividends 530
Qualified dividends amount [6] $10,567
Number of returns with state and local income tax refunds 430
State and local income tax refunds amount $1,628
Number of returns with business or professional net income (less loss) 170
Business or professional net income (less loss) amount $7,948,000
Number of returns with net capital gain (less loss) 540
Net capital gain (less loss) amount $37,496,000
Number of returns with taxable individual retirement arrangements distributions 210
Taxable individual retirement arrangements distributions amount $10,744,000
Number of returns with taxable pensions and annuities 300
Taxable pensions and annuities amount $23,156,000
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 210
Taxable Social Security benefits amount $5,654,000
Number of returns with partnership/S-corp net income (less loss) 180
Partnership/S-corp net income (less loss) amount $36,971,000
Number of returns with total statutory adjustments 250
Total statutory adjustments amount $4,474,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 60
Self-employment retirement plans amount $2,001,000
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $829,000
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 800
Total itemized deductions amount $44,906,000
Amount of AGI for itemized returns $300,935,000
Number of returns with State and local income taxes 790
State and local income taxes amount $16,603,000
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 720
Real estate taxes amount $7,176,000
Number of returns with taxes paid 800
Taxes paid amount $24,336,000
Number of returns with mortgage interest paid 580
Mortgage interest paid amount $9,307,000
Number of returns with contributions 710
Contributions amount $7,639,000
Number of returns with taxable income 820
Taxable income amount $255,319,000
Number of returns with income tax before credits 820
Income tax before credits amount $65,747,000
Number of returns with alternative minimum tax 510
Alternative minimum tax amount $3,077,000
Number of returns with total tax credits 370
Total tax credits amount $535,000
Number of returns with foreign tax credit 280
Foreign tax credit amount $303,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $61,000
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 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 160
Self-employment tax amount $1,861,000
Number of returns with total tax payments 810
Total tax payments amount $69,673,000
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 820
Income tax amount [10] $65,212,000
Number of returns with tax liability 820
Total tax liability amount [11] $69,136,000
Number of returns with net investment income tax 490
Net investment income tax $1,278,000
Number of returns with tax due at time of filing 390
Tax due at time of filing amount [12] $7,399,000
Number of returns with overpayments refunded 320
Overpayments refunded amount [13] $2,941,000
Number of returns with credit to next year’s estimated tax 130
Credited to next year’s estimated tax amount $4,940,000

[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.