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ZIP Code Database - Facts & Stats

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ZIP Code 22306 Income Tax Stats

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

ZIP Code 22306 Data

Zip Code:22306
City:Alexandria
State:VA [Virginia]
Counties: FAIRFAX, VA
City Alias(es):Alexandria
Area Code:703
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


22306 Income Tax Overview

Total Number of Tax Returns for ZIP Code 22306 [1] 15,600
Total Number of Single Tax Returns for ZIP Code 22306 3,970
Total Number of Joint Tax Returns for ZIP Code 22306 4,640
Total Number of Dependents for ZIP Code 22306 10,390
Total Adjusted Gross Income for ZIP Code 22306 $1,025,610,000
Average Income per Person for ZIP Code 22306 $31,727
Average Income per Household for ZIP Code 22306 $65,744

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 5,290
Number of single returns 3,520
Number of joint returns 540
Number of head of household returns 1,130
Number of returns with paid preparer's signature 2,810
Number of exemptions 7,990
Number of dependents 2,970
Total number of volunteer prepared returns [5] 380
Number of volunteer income tax assistance (VITA) prepared returns [3] 140
Number of tax counseling for the elderly (TCE) prepared returns [3] 240
Number of volunteer prepared returns with Earned Income Credit 50
Number of refund anticipation check returns [3] 690
Number of elderly returns [4] 620
Adjust gross income (AGI) [5] $68,709,000
Number of returns with total income 5,290
Salaries and wages amount $70,155,000
Number of returns with salaries and wages 4,070
Salaries and wages amount $54,096
Number of returns with taxable interest 330
Taxable interest amount $108
Number of returns with ordinary dividends 180
Ordinary dividends amount $270,000
Number of returns with qualified dividends 170
Qualified dividends amount [6] $162
Number of returns with state and local income tax refunds 170
State and local income tax refunds amount $100
Number of returns with business or professional net income (less loss) 1,550
Business or professional net income (less loss) amount $11,869,000
Number of returns with net capital gain (less loss) 150
Net capital gain (less loss) amount $152,000
Number of returns with taxable individual retirement arrangements distributions 80
Taxable individual retirement arrangements distributions amount $480,000
Number of returns with taxable pensions and annuities 290
Taxable pensions and annuities amount $2,490,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $311,000
Number of returns with taxable Social Security benefits 80
Taxable Social Security benefits amount $122,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $360,000
Number of returns with total statutory adjustments 1,500
Total statutory adjustments amount $1,446,000
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 40
Self-employment health insurance deduction amount $141,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 120
Student loan interest deduction amount $114,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $106,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 410
Total itemized deductions amount $5,727,000
Amount of AGI for itemized returns $7,242,000
Number of returns with State and local income taxes 310
State and local income taxes amount $304,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $28,000
Number of returns with real estate taxes 120
Real estate taxes amount $541,000
Number of returns with taxes paid 400
Taxes paid amount $941,000
Number of returns with mortgage interest paid 110
Mortgage interest paid amount $1,044,000
Number of returns with contributions 270
Contributions amount $582,000
Number of returns with taxable income 2,280
Taxable income amount $12,918,000
Number of returns with income tax before credits 2,320
Income tax before credits amount $1,401,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 720
Total tax credits amount $262,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $15,000
Number of returns with nonrefundable education credit 190
Nonrefundable education credit amount $118,000
Number of returns with retirement savings contribution credit 240
Retirement savings contribution credit amount $35,000
Number of returns with child tax credit 260
Child tax credit amount $86,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 1,340
Self-employment tax amount $1,961,000
Number of returns with total tax payments 4,830
Total tax payments amount $12,344,000
Number of returns with earned income credit 2,070
Earned income credit amount [8] $5,754,000
Number of returns with excess earned income credit 1,720
Excess earned income credit (refundable) amount [9] $4,621,000
Number of returns with additional child tax credit 1,440
Additional child tax credit amount $1,855,000
Number of returns with refundable education credit 290
Refundable education credit amount $256,000
Number of returns with income tax 1,840
Income tax amount [10] $1,139,000
Number of returns with tax liability 3,040
Total tax liability amount [11] $3,217,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 830
Tax due at time of filing amount [12] $781,000
Number of returns with overpayments refunded 4,310
Overpayments refunded amount [13] $9,859,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 3,770
Number of single returns 1,850
Number of joint returns 760
Number of head of household returns 1,010
Number of returns with paid preparer's signature 1,960
Number of exemptions 7,580
Number of dependents 3,060
Total number of volunteer prepared returns [5] 190
Number of volunteer income tax assistance (VITA) prepared returns [3] 70
Number of tax counseling for the elderly (TCE) prepared returns [3] 120
Number of volunteer prepared returns with Earned Income Credit 20
Number of refund anticipation check returns [3] 630
Number of elderly returns [4] 490
Adjust gross income (AGI) [5] $135,945,000
Number of returns with total income 3,770
Salaries and wages amount $137,451,000
Number of returns with salaries and wages 3,440
Salaries and wages amount $121,065
Number of returns with taxable interest 350
Taxable interest amount $124
Number of returns with ordinary dividends 160
Ordinary dividends amount $346,000
Number of returns with qualified dividends 130
Qualified dividends amount [6] $228
Number of returns with state and local income tax refunds 590
State and local income tax refunds amount $465
Number of returns with business or professional net income (less loss) 680
Business or professional net income (less loss) amount $5,269,000
Number of returns with net capital gain (less loss) 160
Net capital gain (less loss) amount $191,000
Number of returns with taxable individual retirement arrangements distributions 90
Taxable individual retirement arrangements distributions amount $837,000
Number of returns with taxable pensions and annuities 360
Taxable pensions and annuities amount $6,430,000
Number of farm returns 0
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $322,000
Number of returns with taxable Social Security benefits 250
Taxable Social Security benefits amount $1,618,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $627,000
Number of returns with total statutory adjustments 830
Total statutory adjustments amount $1,506,000
Number of returns with educator expenses 60
Educator expenses amount $14,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $189,000
Number of returns with IRA payments 70
IRA payments amount $189,000
Number of returns with student loan interest deduction 270
Student loan interest deduction amount $288,000
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 1,150
Total itemized deductions amount $19,833,000
Amount of AGI for itemized returns $43,198,000
Number of returns with State and local income taxes 1,060
State and local income taxes amount $1,806,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $51,000
Number of returns with real estate taxes 340
Real estate taxes amount $1,391,000
Number of returns with taxes paid 1,140
Taxes paid amount $3,574,000
Number of returns with mortgage interest paid 310
Mortgage interest paid amount $2,702,000
Number of returns with contributions 870
Contributions amount $2,754,000
Number of returns with taxable income 3,560
Taxable income amount $64,077,000
Number of returns with income tax before credits 3,570
Income tax before credits amount $8,042,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,680
Total tax credits amount $1,539,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 240
Child and dependent care credit amount $170,000
Number of returns with nonrefundable education credit 350
Nonrefundable education credit amount $356,000
Number of returns with retirement savings contribution credit 490
Retirement savings contribution credit amount $84,000
Number of returns with child tax credit 1,040
Child tax credit amount $919,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $11,000
Number of returns with self-employment tax 450
Self-employment tax amount $1,117,000
Number of returns with total tax payments 3,710
Total tax payments amount $16,659,000
Number of returns with earned income credit 1,090
Earned income credit amount [8] $2,467,000
Number of returns with excess earned income credit 890
Excess earned income credit (refundable) amount [9] $1,945,000
Number of returns with additional child tax credit 920
Additional child tax credit amount $1,311,000
Number of returns with refundable education credit 270
Refundable education credit amount $241,000
Number of returns with income tax 2,720
Income tax amount [10] $6,503,000
Number of returns with tax liability 3,020
Total tax liability amount [11] $7,854,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 510
Tax due at time of filing amount [12] $962,000
Number of returns with overpayments refunded 3,230
Overpayments refunded amount [13] $9,662,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $82,000

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

Number of returns 2,090
Number of single returns 1,080
Number of joint returns 600
Number of head of household returns 320
Number of returns with paid preparer's signature 1,020
Number of exemptions 3,950
Number of dependents 1,250
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] 280
Number of elderly returns [4] 400
Adjust gross income (AGI) [5] $128,173,000
Number of returns with total income 2,090
Salaries and wages amount $129,419,000
Number of returns with salaries and wages 1,890
Salaries and wages amount $109,041
Number of returns with taxable interest 420
Taxable interest amount $323
Number of returns with ordinary dividends 240
Ordinary dividends amount $604,000
Number of returns with qualified dividends 220
Qualified dividends amount [6] $393
Number of returns with state and local income tax refunds 590
State and local income tax refunds amount $508
Number of returns with business or professional net income (less loss) 340
Business or professional net income (less loss) amount $3,179,000
Number of returns with net capital gain (less loss) 220
Net capital gain (less loss) amount $454,000
Number of returns with taxable individual retirement arrangements distributions 120
Taxable individual retirement arrangements distributions amount $1,248,000
Number of returns with taxable pensions and annuities 350
Taxable pensions and annuities amount $9,154,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $195,000
Number of returns with taxable Social Security benefits 220
Taxable Social Security benefits amount $3,278,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $1,169,000
Number of returns with total statutory adjustments 580
Total statutory adjustments amount $1,246,000
Number of returns with educator expenses 50
Educator expenses amount $13,000
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 $158,000
Number of returns with IRA payments 50
IRA payments amount $158,000
Number of returns with student loan interest deduction 280
Student loan interest deduction amount $318,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $46,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 990
Total itemized deductions amount $20,491,000
Amount of AGI for itemized returns $61,287,000
Number of returns with State and local income taxes 940
State and local income taxes amount $2,616,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $26,000
Number of returns with real estate taxes 510
Real estate taxes amount $2,153,000
Number of returns with taxes paid 990
Taxes paid amount $5,088,000
Number of returns with mortgage interest paid 450
Mortgage interest paid amount $3,830,000
Number of returns with contributions 780
Contributions amount $2,877,000
Number of returns with taxable income 2,080
Taxable income amount $82,460,000
Number of returns with income tax before credits 2,070
Income tax before credits amount $12,101,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 760
Total tax credits amount $1,095,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 120
Child and dependent care credit amount $80,000
Number of returns with nonrefundable education credit 140
Nonrefundable education credit amount $183,000
Number of returns with retirement savings contribution credit 110
Retirement savings contribution credit amount $17,000
Number of returns with child tax credit 540
Child tax credit amount $782,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 230
Self-employment tax amount $675,000
Number of returns with total tax payments 2,060
Total tax payments amount $15,262,000
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 90
Additional child tax credit amount $107,000
Number of returns with refundable education credit 90
Refundable education credit amount $88,000
Number of returns with income tax 1,990
Income tax amount [10] $11,006,000
Number of returns with tax liability 2,010
Total tax liability amount [11] $11,827,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 460
Tax due at time of filing amount [12] $1,140,000
Number of returns with overpayments refunded 1,600
Overpayments refunded amount [13] $4,480,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 1,330
Number of single returns 570
Number of joint returns 550
Number of head of household returns 160
Number of returns with paid preparer's signature 640
Number of exemptions 2,730
Number of dependents 850
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] 140
Number of elderly returns [4] 310
Adjust gross income (AGI) [5] $115,078,000
Number of returns with total income 1,330
Salaries and wages amount $116,065,000
Number of returns with salaries and wages 1,190
Salaries and wages amount $93,300
Number of returns with taxable interest 460
Taxable interest amount $477
Number of returns with ordinary dividends 280
Ordinary dividends amount $828,000
Number of returns with qualified dividends 260
Qualified dividends amount [6] $540
Number of returns with state and local income tax refunds 540
State and local income tax refunds amount $543
Number of returns with business or professional net income (less loss) 230
Business or professional net income (less loss) amount $2,716,000
Number of returns with net capital gain (less loss) 230
Net capital gain (less loss) amount $1,034,000
Number of returns with taxable individual retirement arrangements distributions 100
Taxable individual retirement arrangements distributions amount $1,499,000
Number of returns with taxable pensions and annuities 290
Taxable pensions and annuities amount $11,161,000
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 200
Taxable Social Security benefits amount $3,435,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $802,000
Number of returns with total statutory adjustments 330
Total statutory adjustments amount $987,000
Number of returns with educator expenses 30
Educator expenses amount $8,000
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 $160,000
Number of returns with IRA payments 20
IRA payments amount $112,000
Number of returns with student loan interest deduction 120
Student loan interest deduction amount $122,000
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 870
Total itemized deductions amount $19,994,000
Amount of AGI for itemized returns $75,010,000
Number of returns with State and local income taxes 820
State and local income taxes amount $3,441,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $44,000
Number of returns with real estate taxes 640
Real estate taxes amount $2,970,000
Number of returns with taxes paid 870
Taxes paid amount $6,797,000
Number of returns with mortgage interest paid 590
Mortgage interest paid amount $5,585,000
Number of returns with contributions 700
Contributions amount $2,659,000
Number of returns with taxable income 1,330
Taxable income amount $79,524,000
Number of returns with income tax before credits 1,330
Income tax before credits amount $12,819,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 490
Total tax credits amount $763,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $61,000
Number of returns with nonrefundable education credit 120
Nonrefundable education credit amount $152,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 320
Child tax credit amount $511,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $13,000
Number of returns with self-employment tax 160
Self-employment tax amount $468,000
Number of returns with total tax payments 1,320
Total tax payments amount $15,392,000
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 90
Refundable education credit amount $76,000
Number of returns with income tax 1,320
Income tax amount [10] $12,056,000
Number of returns with tax liability 1,320
Total tax liability amount [11] $12,616,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 290
Tax due at time of filing amount [12] $983,000
Number of returns with overpayments refunded 1,020
Overpayments refunded amount [13] $3,617,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $102,000

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

Number of returns 2,280
Number of single returns 650
Number of joint returns 1,440
Number of head of household returns 140
Number of returns with paid preparer's signature 1,030
Number of exemptions 5,220
Number of dependents 1,510
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] 170
Number of elderly returns [4] 640
Adjust gross income (AGI) [5] $317,484,000
Number of returns with total income 2,280
Salaries and wages amount $320,205,000
Number of returns with salaries and wages 1,990
Salaries and wages amount $245,566
Number of returns with taxable interest 1,290
Taxable interest amount $1,104
Number of returns with ordinary dividends 890
Ordinary dividends amount $4,251,000
Number of returns with qualified dividends 830
Qualified dividends amount [6] $3,265
Number of returns with state and local income tax refunds 1,290
State and local income tax refunds amount $1,529
Number of returns with business or professional net income (less loss) 420
Business or professional net income (less loss) amount $5,870,000
Number of returns with net capital gain (less loss) 770
Net capital gain (less loss) amount $6,164,000
Number of returns with taxable individual retirement arrangements distributions 340
Taxable individual retirement arrangements distributions amount $6,418,000
Number of returns with taxable pensions and annuities 690
Taxable pensions and annuities amount $36,517,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $224,000
Number of returns with taxable Social Security benefits 400
Taxable Social Security benefits amount $8,838,000
Number of returns with partnership/S-corp net income (less loss) 160
Partnership/S-corp net income (less loss) amount $2,549,000
Number of returns with total statutory adjustments 660
Total statutory adjustments amount $2,721,000
Number of returns with educator expenses 90
Educator expenses amount $22,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $581,000
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $407,000
Number of returns with IRA payments 70
IRA payments amount $397,000
Number of returns with student loan interest deduction 200
Student loan interest deduction amount $221,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $70,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,970
Total itemized deductions amount $56,209,000
Amount of AGI for itemized returns $278,632,000
Number of returns with State and local income taxes 1,900
State and local income taxes amount $13,242,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $103,000
Number of returns with real estate taxes 1,760
Real estate taxes amount $9,806,000
Number of returns with taxes paid 1,970
Taxes paid amount $24,187,000
Number of returns with mortgage interest paid 1,610
Mortgage interest paid amount $18,291,000
Number of returns with contributions 1,680
Contributions amount $7,386,000
Number of returns with taxable income 2,270
Taxable income amount $236,737,000
Number of returns with income tax before credits 2,270
Income tax before credits amount $42,954,000
Number of returns with alternative minimum tax 90
Alternative minimum tax amount $139,000
Number of returns with total tax credits 840
Total tax credits amount $791,000
Number of returns with foreign tax credit 330
Foreign tax credit amount $48,000
Number of returns with child and dependent care credit 220
Child and dependent care credit amount $125,000
Number of returns with nonrefundable education credit 130
Nonrefundable education credit amount $174,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 290
Child tax credit amount $373,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $18,000
Number of returns with self-employment tax 280
Self-employment tax amount $1,101,000
Number of returns with total tax payments 2,270
Total tax payments amount $47,341,000
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 110
Refundable education credit amount $104,000
Number of returns with income tax 2,270
Income tax amount [10] $42,163,000
Number of returns with tax liability 2,270
Total tax liability amount [11] $43,410,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 710
Tax due at time of filing amount [12] $3,061,000
Number of returns with overpayments refunded 1,520
Overpayments refunded amount [13] $6,578,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $313,000

Adjusted Gross Income: $200,000 or more

Number of returns 840
Number of single returns 80
Number of joint returns 750
Number of head of household returns 0
Number of returns with paid preparer's signature 430
Number of exemptions 2,340
Number of dependents 750
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] 270
Adjust gross income (AGI) [5] $260,221,000
Number of returns with total income 840
Salaries and wages amount $264,529,000
Number of returns with salaries and wages 760
Salaries and wages amount $170,101
Number of returns with taxable interest 610
Taxable interest amount $1,988
Number of returns with ordinary dividends 530
Ordinary dividends amount $7,400,000
Number of returns with qualified dividends 520
Qualified dividends amount [6] $5,829
Number of returns with state and local income tax refunds 480
State and local income tax refunds amount $1,107
Number of returns with business or professional net income (less loss) 180
Business or professional net income (less loss) amount $11,731,000
Number of returns with net capital gain (less loss) 500
Net capital gain (less loss) amount $18,024,000
Number of returns with taxable individual retirement arrangements distributions 160
Taxable individual retirement arrangements distributions amount $5,667,000
Number of returns with taxable pensions and annuities 290
Taxable pensions and annuities amount $22,748,000
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 140
Taxable Social Security benefits amount $3,761,000
Number of returns with partnership/S-corp net income (less loss) 140
Partnership/S-corp net income (less loss) amount $20,832,000
Number of returns with total statutory adjustments 240
Total statutory adjustments amount $4,308,000
Number of returns with educator expenses 30
Educator expenses amount $8,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $2,039,000
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $858,000
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 830
Total itemized deductions amount $37,063,000
Amount of AGI for itemized returns $253,907,000
Number of returns with State and local income taxes 810
State and local income taxes amount $13,271,000
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 800
Real estate taxes amount $5,908,000
Number of returns with taxes paid 830
Taxes paid amount $19,877,000
Number of returns with mortgage interest paid 710
Mortgage interest paid amount $10,220,000
Number of returns with contributions 760
Contributions amount $5,238,000
Number of returns with taxable income 840
Taxable income amount $214,936,000
Number of returns with income tax before credits 840
Income tax before credits amount $51,640,000
Number of returns with alternative minimum tax 430
Alternative minimum tax amount $1,781,000
Number of returns with total tax credits 390
Total tax credits amount $244,000
Number of returns with foreign tax credit 260
Foreign tax credit amount $63,000
Number of returns with child and dependent care credit 130
Child and dependent care credit amount $68,000
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 30
Residential energy tax credit amount $7,000
Number of returns with self-employment tax 160
Self-employment tax amount $1,666,000
Number of returns with total tax payments 840
Total tax payments amount $51,804,000
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 840
Income tax amount [10] $51,258,000
Number of returns with tax liability 840
Total tax liability amount [11] $54,109,000
Number of returns with net investment income tax 370
Net investment income tax $573,000
Number of returns with tax due at time of filing 430
Tax due at time of filing amount [12] $6,423,000
Number of returns with overpayments refunded 350
Overpayments refunded amount [13] $2,078,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $1,906,000

[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.