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ZIP Code Database - Facts & Stats

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ZIP Code 22408 Income Tax Stats

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

ZIP Code 22408 Data

Zip Code:22408
City:Fredericksburg
State:VA [Virginia]
Counties: SPOTSYLVANIA, VA
City Alias(es):Fredericksburg
Area Code:540
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


22408 Income Tax Overview

Total Number of Tax Returns for ZIP Code 22408 [1] 14,380
Total Number of Single Tax Returns for ZIP Code 22408 5,030
Total Number of Joint Tax Returns for ZIP Code 22408 5,490
Total Number of Dependents for ZIP Code 22408 9,850
Total Adjusted Gross Income for ZIP Code 22408 $1,001,706,000
Average Income per Person for ZIP Code 22408 $37,306
Average Income per Household for ZIP Code 22408 $69,660

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 4,420
Number of single returns 3,240
Number of joint returns 370
Number of head of household returns 720
Number of returns with paid preparer's signature 1,310
Number of exemptions 5,540
Number of dependents 1,770
Total number of volunteer prepared returns [5] 160
Number of volunteer income tax assistance (VITA) prepared returns [3] 110
Number of tax counseling for the elderly (TCE) prepared returns [3] 50
Number of volunteer prepared returns with Earned Income Credit 50
Number of refund anticipation check returns [3] 780
Number of elderly returns [4] 610
Adjust gross income (AGI) [5] $54,354,000
Number of returns with total income 4,420
Salaries and wages amount $55,239,000
Number of returns with salaries and wages 3,730
Salaries and wages amount $45,659
Number of returns with taxable interest 480
Taxable interest amount $217
Number of returns with ordinary dividends 250
Ordinary dividends amount $345,000
Number of returns with qualified dividends 210
Qualified dividends amount [6] $223
Number of returns with state and local income tax refunds 90
State and local income tax refunds amount $49
Number of returns with business or professional net income (less loss) 610
Business or professional net income (less loss) amount $3,364,000
Number of returns with net capital gain (less loss) 200
Net capital gain (less loss) amount $176,000
Number of returns with taxable individual retirement arrangements distributions 130
Taxable individual retirement arrangements distributions amount $819,000
Number of returns with taxable pensions and annuities 440
Taxable pensions and annuities amount $4,167,000
Number of farm returns 0
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $316,000
Number of returns with taxable Social Security benefits 140
Taxable Social Security benefits amount $259,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $212,000
Number of returns with total statutory adjustments 720
Total statutory adjustments amount $885,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $115,000
Number of returns with IRA payments 20
IRA payments amount $45,000
Number of returns with student loan interest deduction 180
Student loan interest deduction amount $170,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $74,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 300
Total itemized deductions amount $4,447,000
Amount of AGI for itemized returns $4,584,000
Number of returns with State and local income taxes 160
State and local income taxes amount $207,000
Number of returns with State and local general sales tax 90
State and local general sales tax amount $40,000
Number of returns with real estate taxes 200
Real estate taxes amount $411,000
Number of returns with taxes paid 280
Taxes paid amount $756,000
Number of returns with mortgage interest paid 170
Mortgage interest paid amount $1,243,000
Number of returns with contributions 190
Contributions amount $455,000
Number of returns with taxable income 2,040
Taxable income amount $12,095,000
Number of returns with income tax before credits 2,050
Income tax before credits amount $1,291,000
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 $179,000
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 $13,000
Number of returns with nonrefundable education credit 170
Nonrefundable education credit amount $82,000
Number of returns with retirement savings contribution credit 220
Retirement savings contribution credit amount $34,000
Number of returns with child tax credit 150
Child tax credit amount $48,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $19,000
Number of returns with self-employment tax 490
Self-employment tax amount $649,000
Number of returns with total tax payments 4,100
Total tax payments amount $8,565,000
Number of returns with earned income credit 1,390
Earned income credit amount [8] $3,490,000
Number of returns with excess earned income credit 1,220
Excess earned income credit (refundable) amount [9] $3,117,000
Number of returns with additional child tax credit 840
Additional child tax credit amount $1,040,000
Number of returns with refundable education credit 210
Refundable education credit amount $180,000
Number of returns with income tax 1,720
Income tax amount [10] $1,113,000
Number of returns with tax liability 2,160
Total tax liability amount [11] $1,838,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 430
Tax due at time of filing amount [12] $343,000
Number of returns with overpayments refunded 3,800
Overpayments refunded amount [13] $7,054,000
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 2,940
Number of single returns 1,590
Number of joint returns 580
Number of head of household returns 640
Number of returns with paid preparer's signature 980
Number of exemptions 5,430
Number of dependents 1,910
Total number of volunteer prepared returns [5] 110
Number of volunteer income tax assistance (VITA) prepared returns [3] 70
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] 610
Number of elderly returns [4] 490
Adjust gross income (AGI) [5] $108,463,000
Number of returns with total income 2,940
Salaries and wages amount $109,868,000
Number of returns with salaries and wages 2,600
Salaries and wages amount $91,632
Number of returns with taxable interest 480
Taxable interest amount $303
Number of returns with ordinary dividends 250
Ordinary dividends amount $537,000
Number of returns with qualified dividends 240
Qualified dividends amount [6] $419
Number of returns with state and local income tax refunds 380
State and local income tax refunds amount $268
Number of returns with business or professional net income (less loss) 380
Business or professional net income (less loss) amount $3,418,000
Number of returns with net capital gain (less loss) 220
Net capital gain (less loss) amount $432,000
Number of returns with taxable individual retirement arrangements distributions 140
Taxable individual retirement arrangements distributions amount $1,116,000
Number of returns with taxable pensions and annuities 460
Taxable pensions and annuities amount $8,824,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $309,000
Number of returns with taxable Social Security benefits 350
Taxable Social Security benefits amount $2,477,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $633,000
Number of returns with total statutory adjustments 750
Total statutory adjustments amount $1,405,000
Number of returns with educator expenses 130
Educator expenses amount $30,000
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 $203,000
Number of returns with IRA payments 50
IRA payments amount $173,000
Number of returns with student loan interest deduction 350
Student loan interest deduction amount $386,000
Number of returns with tuition and fees deduction 30
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 720
Total itemized deductions amount $11,449,000
Amount of AGI for itemized returns $28,596,000
Number of returns with State and local income taxes 640
State and local income taxes amount $1,141,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $52,000
Number of returns with real estate taxes 530
Real estate taxes amount $982,000
Number of returns with taxes paid 720
Taxes paid amount $2,473,000
Number of returns with mortgage interest paid 520
Mortgage interest paid amount $3,627,000
Number of returns with contributions 510
Contributions amount $1,433,000
Number of returns with taxable income 2,830
Taxable income amount $57,223,000
Number of returns with income tax before credits 2,820
Income tax before credits amount $7,165,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,170
Total tax credits amount $1,092,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 130
Child and dependent care credit amount $81,000
Number of returns with nonrefundable education credit 240
Nonrefundable education credit amount $256,000
Number of returns with retirement savings contribution credit 380
Retirement savings contribution credit amount $62,000
Number of returns with child tax credit 700
Child tax credit amount $668,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 260
Self-employment tax amount $704,000
Number of returns with total tax payments 2,870
Total tax payments amount $12,511,000
Number of returns with earned income credit 660
Earned income credit amount [8] $1,318,000
Number of returns with excess earned income credit 530
Excess earned income credit (refundable) amount [9] $1,056,000
Number of returns with additional child tax credit 530
Additional child tax credit amount $740,000
Number of returns with refundable education credit 160
Refundable education credit amount $136,000
Number of returns with income tax 2,330
Income tax amount [10] $6,073,000
Number of returns with tax liability 2,480
Total tax liability amount [11] $6,935,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 490
Tax due at time of filing amount [12] $807,000
Number of returns with overpayments refunded 2,430
Overpayments refunded amount [13] $6,286,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $48,000

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

Number of returns 2,010
Number of single returns 830
Number of joint returns 770
Number of head of household returns 310
Number of returns with paid preparer's signature 680
Number of exemptions 4,170
Number of dependents 1,390
Total number of volunteer prepared returns [5] 90
Number of volunteer income tax assistance (VITA) prepared returns [3] 60
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] 360
Number of elderly returns [4] 440
Adjust gross income (AGI) [5] $124,401,000
Number of returns with total income 2,010
Salaries and wages amount $125,582,000
Number of returns with salaries and wages 1,800
Salaries and wages amount $101,852
Number of returns with taxable interest 560
Taxable interest amount $343
Number of returns with ordinary dividends 310
Ordinary dividends amount $683,000
Number of returns with qualified dividends 290
Qualified dividends amount [6] $472
Number of returns with state and local income tax refunds 550
State and local income tax refunds amount $422
Number of returns with business or professional net income (less loss) 280
Business or professional net income (less loss) amount $1,566,000
Number of returns with net capital gain (less loss) 220
Net capital gain (less loss) amount $507,000
Number of returns with taxable individual retirement arrangements distributions 160
Taxable individual retirement arrangements distributions amount $1,662,000
Number of returns with taxable pensions and annuities 450
Taxable pensions and annuities amount $12,866,000
Number of farm returns 30
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $119,000
Number of returns with taxable Social Security benefits 300
Taxable Social Security benefits amount $4,320,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $1,005,000
Number of returns with total statutory adjustments 580
Total statutory adjustments amount $1,181,000
Number of returns with educator expenses 100
Educator expenses amount $24,000
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $169,000
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $128,000
Number of returns with IRA payments 40
IRA payments amount $188,000
Number of returns with student loan interest deduction 320
Student loan interest deduction amount $365,000
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 950
Total itemized deductions amount $16,757,000
Amount of AGI for itemized returns $59,548,000
Number of returns with State and local income taxes 900
State and local income taxes amount $2,628,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $32,000
Number of returns with real estate taxes 820
Real estate taxes amount $1,632,000
Number of returns with taxes paid 950
Taxes paid amount $4,712,000
Number of returns with mortgage interest paid 790
Mortgage interest paid amount $6,191,000
Number of returns with contributions 690
Contributions amount $2,143,000
Number of returns with taxable income 2,000
Taxable income amount $80,677,000
Number of returns with income tax before credits 1,990
Income tax before credits amount $11,605,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 820
Total tax credits amount $1,273,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 130
Child and dependent care credit amount $78,000
Number of returns with nonrefundable education credit 190
Nonrefundable education credit amount $240,000
Number of returns with retirement savings contribution credit 130
Retirement savings contribution credit amount $18,000
Number of returns with child tax credit 580
Child tax credit amount $874,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $22,000
Number of returns with self-employment tax 170
Self-employment tax amount $425,000
Number of returns with total tax payments 1,990
Total tax payments amount $14,452,000
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 110
Additional child tax credit amount $162,000
Number of returns with refundable education credit 130
Refundable education credit amount $124,000
Number of returns with income tax 1,900
Income tax amount [10] $10,332,000
Number of returns with tax liability 1,920
Total tax liability amount [11] $10,924,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 430
Tax due at time of filing amount [12] $965,000
Number of returns with overpayments refunded 1,560
Overpayments refunded amount [13] $4,426,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $36,000

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

Number of returns 1,620
Number of single returns 460
Number of joint returns 950
Number of head of household returns 150
Number of returns with paid preparer's signature 610
Number of exemptions 3,870
Number of dependents 1,300
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] 260
Number of elderly returns [4] 380
Adjust gross income (AGI) [5] $141,355,000
Number of returns with total income 1,620
Salaries and wages amount $142,559,000
Number of returns with salaries and wages 1,440
Salaries and wages amount $114,225
Number of returns with taxable interest 560
Taxable interest amount $352
Number of returns with ordinary dividends 320
Ordinary dividends amount $866,000
Number of returns with qualified dividends 290
Qualified dividends amount [6] $590
Number of returns with state and local income tax refunds 670
State and local income tax refunds amount $561
Number of returns with business or professional net income (less loss) 260
Business or professional net income (less loss) amount $1,787,000
Number of returns with net capital gain (less loss) 260
Net capital gain (less loss) amount $852,000
Number of returns with taxable individual retirement arrangements distributions 190
Taxable individual retirement arrangements distributions amount $2,356,000
Number of returns with taxable pensions and annuities 420
Taxable pensions and annuities amount $14,676,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $146,000
Number of returns with taxable Social Security benefits 280
Taxable Social Security benefits amount $5,232,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $1,285,000
Number of returns with total statutory adjustments 480
Total statutory adjustments amount $1,204,000
Number of returns with educator expenses 80
Educator expenses amount $24,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 20
Self-employment health insurance deduction amount $177,000
Number of returns with IRA payments 30
IRA payments amount $96,000
Number of returns with student loan interest deduction 230
Student loan interest deduction amount $259,000
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 1,120
Total itemized deductions amount $23,304,000
Amount of AGI for itemized returns $98,396,000
Number of returns with State and local income taxes 1,080
State and local income taxes amount $4,489,000
Number of returns with State and local general sales tax 20
State and local general sales tax amount $30,000
Number of returns with real estate taxes 1,020
Real estate taxes amount $2,194,000
Number of returns with taxes paid 1,120
Taxes paid amount $7,271,000
Number of returns with mortgage interest paid 980
Mortgage interest paid amount $8,522,000
Number of returns with contributions 880
Contributions amount $3,176,000
Number of returns with taxable income 1,620
Taxable income amount $97,163,000
Number of returns with income tax before credits 1,620
Income tax before credits amount $14,909,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 690
Total tax credits amount $1,246,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $6,000
Number of returns with child and dependent care credit 130
Child and dependent care credit amount $87,000
Number of returns with nonrefundable education credit 160
Nonrefundable education credit amount $194,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 540
Child tax credit amount $923,000
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 $424,000
Number of returns with total tax payments 1,610
Total tax payments amount $17,377,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 100
Refundable education credit amount $86,000
Number of returns with income tax 1,600
Income tax amount [10] $13,663,000
Number of returns with tax liability 1,610
Total tax liability amount [11] $14,229,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 370
Tax due at time of filing amount [12] $1,122,000
Number of returns with overpayments refunded 1,230
Overpayments refunded amount [13] $4,188,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $63,000

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

Number of returns 2,840
Number of single returns 350
Number of joint returns 2,320
Number of head of household returns 140
Number of returns with paid preparer's signature 1,000
Number of exemptions 8,110
Number of dependents 2,950
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] 290
Number of elderly returns [4] 620
Adjust gross income (AGI) [5] $387,560,000
Number of returns with total income 2,840
Salaries and wages amount $390,304,000
Number of returns with salaries and wages 2,640
Salaries and wages amount $313,085
Number of returns with taxable interest 1,330
Taxable interest amount $1,125
Number of returns with ordinary dividends 870
Ordinary dividends amount $2,934,000
Number of returns with qualified dividends 810
Qualified dividends amount [6] $2,288
Number of returns with state and local income tax refunds 1,650
State and local income tax refunds amount $1,607
Number of returns with business or professional net income (less loss) 500
Business or professional net income (less loss) amount $5,533,000
Number of returns with net capital gain (less loss) 730
Net capital gain (less loss) amount $4,296,000
Number of returns with taxable individual retirement arrangements distributions 360
Taxable individual retirement arrangements distributions amount $7,273,000
Number of returns with taxable pensions and annuities 950
Taxable pensions and annuities amount $39,770,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $225,000
Number of returns with taxable Social Security benefits 430
Taxable Social Security benefits amount $9,228,000
Number of returns with partnership/S-corp net income (less loss) 160
Partnership/S-corp net income (less loss) amount $4,126,000
Number of returns with total statutory adjustments 1,000
Total statutory adjustments amount $2,744,000
Number of returns with educator expenses 210
Educator expenses amount $58,000
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 $375,000
Number of returns with IRA payments 80
IRA payments amount $404,000
Number of returns with student loan interest deduction 380
Student loan interest deduction amount $442,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $114,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 2,480
Total itemized deductions amount $62,556,000
Amount of AGI for itemized returns $343,329,000
Number of returns with State and local income taxes 2,440
State and local income taxes amount $16,498,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $52,000
Number of returns with real estate taxes 2,370
Real estate taxes amount $6,011,000
Number of returns with taxes paid 2,480
Taxes paid amount $24,460,000
Number of returns with mortgage interest paid 2,260
Mortgage interest paid amount $22,145,000
Number of returns with contributions 2,070
Contributions amount $10,065,000
Number of returns with taxable income 2,840
Taxable income amount $287,850,000
Number of returns with income tax before credits 2,840
Income tax before credits amount $49,887,000
Number of returns with alternative minimum tax 70
Alternative minimum tax amount $111,000
Number of returns with total tax credits 1,240
Total tax credits amount $1,634,000
Number of returns with foreign tax credit 230
Foreign tax credit amount $25,000
Number of returns with child and dependent care credit 290
Child and dependent care credit amount $172,000
Number of returns with nonrefundable education credit 330
Nonrefundable education credit amount $458,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 650
Child tax credit amount $896,000
Number of returns with residential energy tax credit 90
Residential energy tax credit amount $36,000
Number of returns with self-employment tax 330
Self-employment tax amount $1,074,000
Number of returns with total tax payments 2,830
Total tax payments amount $53,026,000
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 300
Refundable education credit amount $282,000
Number of returns with income tax 2,840
Income tax amount [10] $48,253,000
Number of returns with tax liability 2,840
Total tax liability amount [11] $49,729,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,000
Tax due at time of filing amount [12] $3,934,000
Number of returns with overpayments refunded 1,790
Overpayments refunded amount [13] $6,994,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $182,000

Adjusted Gross Income: $200,000 or more

Number of returns 550
Number of single returns 40
Number of joint returns 500
Number of head of household returns 0
Number of returns with paid preparer's signature 270
Number of exemptions 1,570
Number of dependents 530
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] 150
Adjust gross income (AGI) [5] $185,573,000
Number of returns with total income 550
Salaries and wages amount $187,690,000
Number of returns with salaries and wages 510
Salaries and wages amount $105,226
Number of returns with taxable interest 360
Taxable interest amount $1,181
Number of returns with ordinary dividends 290
Ordinary dividends amount $4,149,000
Number of returns with qualified dividends 270
Qualified dividends amount [6] $3,360
Number of returns with state and local income tax refunds 310
State and local income tax refunds amount $578
Number of returns with business or professional net income (less loss) 100
Business or professional net income (less loss) amount $3,949,000
Number of returns with net capital gain (less loss) 260
Net capital gain (less loss) amount $14,268,000
Number of returns with taxable individual retirement arrangements distributions 90
Taxable individual retirement arrangements distributions amount $2,250,000
Number of returns with taxable pensions and annuities 240
Taxable pensions and annuities amount $13,202,000
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 80
Taxable Social Security benefits amount $1,930,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $20,816,000
Number of returns with total statutory adjustments 150
Total statutory adjustments amount $2,117,000
Number of returns with educator expenses 20
Educator expenses amount $6,000
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $620,000
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $518,000
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 540
Total itemized deductions amount $24,026,000
Amount of AGI for itemized returns $182,134,000
Number of returns with State and local income taxes 530
State and local income taxes amount $9,558,000
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 520
Real estate taxes amount $2,067,000
Number of returns with taxes paid 540
Taxes paid amount $12,246,000
Number of returns with mortgage interest paid 470
Mortgage interest paid amount $5,720,000
Number of returns with contributions 500
Contributions amount $5,305,000
Number of returns with taxable income 550
Taxable income amount $155,962,000
Number of returns with income tax before credits 550
Income tax before credits amount $36,701,000
Number of returns with alternative minimum tax 200
Alternative minimum tax amount $778,000
Number of returns with total tax credits 180
Total tax credits amount $156,000
Number of returns with foreign tax credit 120
Foreign tax credit amount $25,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $30,000
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 80
Self-employment tax amount $595,000
Number of returns with total tax payments 540
Total tax payments amount $35,887,000
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 550
Income tax amount [10] $36,545,000
Number of returns with tax liability 550
Total tax liability amount [11] $37,884,000
Number of returns with net investment income tax 170
Net investment income tax $480,000
Number of returns with tax due at time of filing 290
Tax due at time of filing amount [12] $4,507,000
Number of returns with overpayments refunded 220
Overpayments refunded amount [13] $1,357,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $1,082,000

[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.