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ZIP Code Database - Facts & Stats

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ZIP Code 23220 Income Tax Stats

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

ZIP Code 23220 Data

Zip Code:23220
City:Richmond
State:VA [Virginia]
Counties: RICHMOND CITY, VA
City Alias(es):Richmond
Area Code:804
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


23220 Income Tax Overview

Total Number of Tax Returns for ZIP Code 23220 [1] 15,050
Total Number of Single Tax Returns for ZIP Code 23220 1,590
Total Number of Joint Tax Returns for ZIP Code 23220 2,030
Total Number of Dependents for ZIP Code 23220 3,370
Total Adjusted Gross Income for ZIP Code 23220 $958,032,000
Average Income per Person for ZIP Code 23220 $26,953
Average Income per Household for ZIP Code 23220 $63,657

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 6,510
Number of single returns 5,570
Number of joint returns 130
Number of head of household returns 740
Number of returns with paid preparer's signature 1,310
Number of exemptions 6,770
Number of dependents 1,450
Total number of volunteer prepared returns [5] 150
Number of volunteer income tax assistance (VITA) prepared returns [3] 100
Number of tax counseling for the elderly (TCE) prepared returns [3] 60
Number of volunteer prepared returns with Earned Income Credit 50
Number of refund anticipation check returns [3] 1,400
Number of elderly returns [4] 540
Adjust gross income (AGI) [5] $80,955,000
Number of returns with total income 6,510
Salaries and wages amount $82,740,000
Number of returns with salaries and wages 5,920
Salaries and wages amount $73,280
Number of returns with taxable interest 460
Taxable interest amount $250
Number of returns with ordinary dividends 430
Ordinary dividends amount $641,000
Number of returns with qualified dividends 410
Qualified dividends amount [6] $503
Number of returns with state and local income tax refunds 70
State and local income tax refunds amount $43
Number of returns with business or professional net income (less loss) 880
Business or professional net income (less loss) amount $4,296,000
Number of returns with net capital gain (less loss) 380
Net capital gain (less loss) amount $630,000
Number of returns with taxable individual retirement arrangements distributions 90
Taxable individual retirement arrangements distributions amount $471,000
Number of returns with taxable pensions and annuities 300
Taxable pensions and annuities amount $2,571,000
Number of farm returns 0
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $294,000
Number of returns with taxable Social Security benefits 90
Taxable Social Security benefits amount $181,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $279,000
Number of returns with total statutory adjustments 1,360
Total statutory adjustments amount $1,785,000
Number of returns with educator expenses 40
Educator expenses amount $9,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $143,000
Number of returns with IRA payments 40
IRA payments amount $81,000
Number of returns with student loan interest deduction 510
Student loan interest deduction amount $493,000
Number of returns with tuition and fees deduction 150
Tuition and fees deduction amount $512,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 220
Total itemized deductions amount $2,939,000
Amount of AGI for itemized returns $3,093,000
Number of returns with State and local income taxes 150
State and local income taxes amount $117,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $14,000
Number of returns with real estate taxes 130
Real estate taxes amount $381,000
Number of returns with taxes paid 210
Taxes paid amount $584,000
Number of returns with mortgage interest paid 100
Mortgage interest paid amount $603,000
Number of returns with contributions 150
Contributions amount $283,000
Number of returns with taxable income 3,550
Taxable income amount $23,546,000
Number of returns with income tax before credits 3,530
Income tax before credits amount $2,525,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,000
Total tax credits amount $449,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 600
Nonrefundable education credit amount $370,000
Number of returns with retirement savings contribution credit 260
Retirement savings contribution credit amount $40,000
Number of returns with child tax credit 90
Child tax credit amount $29,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 700
Self-employment tax amount $780,000
Number of returns with total tax payments 6,190
Total tax payments amount $10,775,000
Number of returns with earned income credit 1,810
Earned income credit amount [8] $3,405,000
Number of returns with excess earned income credit 1,540
Excess earned income credit (refundable) amount [9] $3,025,000
Number of returns with additional child tax credit 720
Additional child tax credit amount $853,000
Number of returns with refundable education credit 640
Refundable education credit amount $566,000
Number of returns with income tax 2,920
Income tax amount [10] $2,076,000
Number of returns with tax liability 3,460
Total tax liability amount [11] $2,962,000
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] $465,000
Number of returns with overpayments refunded 5,700
Overpayments refunded amount [13] $8,219,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $29,000

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

Number of returns 4,040
Number of single returns 3,390
Number of joint returns 230
Number of head of household returns 330
Number of returns with paid preparer's signature 880
Number of exemptions 4,890
Number of dependents 660
Total number of volunteer prepared returns [5] 60
Number of volunteer income tax assistance (VITA) prepared returns [3] 30
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] 750
Number of elderly returns [4] 340
Adjust gross income (AGI) [5] $145,797,000
Number of returns with total income 4,040
Salaries and wages amount $148,389,000
Number of returns with salaries and wages 3,820
Salaries and wages amount $134,940
Number of returns with taxable interest 500
Taxable interest amount $186
Number of returns with ordinary dividends 450
Ordinary dividends amount $988,000
Number of returns with qualified dividends 430
Qualified dividends amount [6] $749
Number of returns with state and local income tax refunds 220
State and local income tax refunds amount $154
Number of returns with business or professional net income (less loss) 450
Business or professional net income (less loss) amount $3,704,000
Number of returns with net capital gain (less loss) 380
Net capital gain (less loss) amount $1,556,000
Number of returns with taxable individual retirement arrangements distributions 100
Taxable individual retirement arrangements distributions amount $1,035,000
Number of returns with taxable pensions and annuities 260
Taxable pensions and annuities amount $4,106,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $243,000
Number of returns with taxable Social Security benefits 220
Taxable Social Security benefits amount $1,533,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $260,000
Number of returns with total statutory adjustments 1,470
Total statutory adjustments amount $2,592,000
Number of returns with educator expenses 140
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 90
Self-employment health insurance deduction amount $315,000
Number of returns with IRA payments 90
IRA payments amount $219,000
Number of returns with student loan interest deduction 1,050
Student loan interest deduction amount $1,366,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $52,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 480
Total itemized deductions amount $6,785,000
Amount of AGI for itemized returns $18,323,000
Number of returns with State and local income taxes 430
State and local income taxes amount $833,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $28,000
Number of returns with real estate taxes 330
Real estate taxes amount $898,000
Number of returns with taxes paid 480
Taxes paid amount $1,861,000
Number of returns with mortgage interest paid 300
Mortgage interest paid amount $1,645,000
Number of returns with contributions 350
Contributions amount $1,037,000
Number of returns with taxable income 4,000
Taxable income amount $94,675,000
Number of returns with income tax before credits 3,990
Income tax before credits amount $12,316,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,110
Total tax credits amount $833,000
Number of returns with foreign tax credit 100
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $37,000
Number of returns with nonrefundable education credit 450
Nonrefundable education credit amount $493,000
Number of returns with retirement savings contribution credit 410
Retirement savings contribution credit amount $57,000
Number of returns with child tax credit 250
Child tax credit amount $226,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $9,000
Number of returns with self-employment tax 330
Self-employment tax amount $733,000
Number of returns with total tax payments 3,980
Total tax payments amount $16,658,000
Number of returns with earned income credit 300
Earned income credit amount [8] $607,000
Number of returns with excess earned income credit 250
Excess earned income credit (refundable) amount [9] $511,000
Number of returns with additional child tax credit 200
Additional child tax credit amount $239,000
Number of returns with refundable education credit 180
Refundable education credit amount $158,000
Number of returns with income tax 3,780
Income tax amount [10] $11,484,000
Number of returns with tax liability 3,820
Total tax liability amount [11] $12,358,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 750
Tax due at time of filing amount [12] $1,036,000
Number of returns with overpayments refunded 3,250
Overpayments refunded amount [13] $5,180,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $72,000

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

Number of returns 1,720
Number of single returns 1,370
Number of joint returns 230
Number of head of household returns 70
Number of returns with paid preparer's signature 490
Number of exemptions 2,160
Number of dependents 210
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] 240
Number of elderly returns [4] 280
Adjust gross income (AGI) [5] $103,682,000
Number of returns with total income 1,720
Salaries and wages amount $105,300,000
Number of returns with salaries and wages 1,570
Salaries and wages amount $88,381
Number of returns with taxable interest 490
Taxable interest amount $475
Number of returns with ordinary dividends 480
Ordinary dividends amount $1,836,000
Number of returns with qualified dividends 450
Qualified dividends amount [6] $1,458
Number of returns with state and local income tax refunds 310
State and local income tax refunds amount $217
Number of returns with business or professional net income (less loss) 230
Business or professional net income (less loss) amount $2,458,000
Number of returns with net capital gain (less loss) 400
Net capital gain (less loss) amount $1,876,000
Number of returns with taxable individual retirement arrangements distributions 130
Taxable individual retirement arrangements distributions amount $1,444,000
Number of returns with taxable pensions and annuities 240
Taxable pensions and annuities amount $5,487,000
Number of farm returns 0
Number of returns with unemployment compensation 20
Unemployment compensation amount [7] $91,000
Number of returns with taxable Social Security benefits 200
Taxable Social Security benefits amount $3,163,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount ($100,000)
Number of returns with total statutory adjustments 720
Total statutory adjustments amount $1,618,000
Number of returns with educator expenses 60
Educator expenses amount $16,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $290,000
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $210,000
Number of returns with IRA payments 50
IRA payments amount $224,000
Number of returns with student loan interest deduction 480
Student loan interest deduction amount $644,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $58,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 530
Total itemized deductions amount $9,282,000
Amount of AGI for itemized returns $32,768,000
Number of returns with State and local income taxes 490
State and local income taxes amount $1,488,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $37,000
Number of returns with real estate taxes 420
Real estate taxes amount $1,224,000
Number of returns with taxes paid 530
Taxes paid amount $2,876,000
Number of returns with mortgage interest paid 380
Mortgage interest paid amount $2,267,000
Number of returns with contributions 390
Contributions amount $1,348,000
Number of returns with taxable income 1,710
Taxable income amount $77,255,000
Number of returns with income tax before credits 1,700
Income tax before credits amount $11,837,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 350
Total tax credits amount $329,000
Number of returns with foreign tax credit 130
Foreign tax credit amount $7,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $25,000
Number of returns with nonrefundable education credit 100
Nonrefundable education credit amount $128,000
Number of returns with retirement savings contribution credit 50
Retirement savings contribution credit amount $7,000
Number of returns with child tax credit 100
Child tax credit amount $129,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $11,000
Number of returns with self-employment tax 150
Self-employment tax amount $423,000
Number of returns with total tax payments 1,690
Total tax payments amount $13,762,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 30
Refundable education credit amount $29,000
Number of returns with income tax 1,680
Income tax amount [10] $11,507,000
Number of returns with tax liability 1,690
Total tax liability amount [11] $12,006,000
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] $878,000
Number of returns with overpayments refunded 1,250
Overpayments refunded amount [13] $2,544,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $66,000

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

Number of returns 810
Number of single returns 530
Number of joint returns 210
Number of head of household returns 30
Number of returns with paid preparer's signature 270
Number of exemptions 1,170
Number of dependents 160
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] 80
Number of elderly returns [4] 170
Adjust gross income (AGI) [5] $69,225,000
Number of returns with total income 810
Salaries and wages amount $70,361,000
Number of returns with salaries and wages 720
Salaries and wages amount $54,812
Number of returns with taxable interest 340
Taxable interest amount $287
Number of returns with ordinary dividends 330
Ordinary dividends amount $1,861,000
Number of returns with qualified dividends 320
Qualified dividends amount [6] $1,448
Number of returns with state and local income tax refunds 220
State and local income tax refunds amount $174
Number of returns with business or professional net income (less loss) 120
Business or professional net income (less loss) amount $2,016,000
Number of returns with net capital gain (less loss) 300
Net capital gain (less loss) amount $1,810,000
Number of returns with taxable individual retirement arrangements distributions 90
Taxable individual retirement arrangements distributions amount $1,540,000
Number of returns with taxable pensions and annuities 160
Taxable pensions and annuities amount $4,543,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $110,000
Number of returns with taxable Social Security benefits 120
Taxable Social Security benefits amount $2,216,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $981,000
Number of returns with total statutory adjustments 240
Total statutory adjustments amount $1,136,000
Number of returns with educator expenses 30
Educator expenses amount $7,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $215,000
Number of returns with IRA payments 20
IRA payments amount $122,000
Number of returns with student loan interest deduction 110
Student loan interest deduction amount $121,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $64,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 380
Total itemized deductions amount $7,313,000
Amount of AGI for itemized returns $33,312,000
Number of returns with State and local income taxes 360
State and local income taxes amount $1,552,000
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 330
Real estate taxes amount $1,207,000
Number of returns with taxes paid 380
Taxes paid amount $2,911,000
Number of returns with mortgage interest paid 270
Mortgage interest paid amount $2,016,000
Number of returns with contributions 310
Contributions amount $1,113,000
Number of returns with taxable income 800
Taxable income amount $53,901,000
Number of returns with income tax before credits 800
Income tax before credits amount $9,129,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 210
Total tax credits amount $173,000
Number of returns with foreign tax credit 110
Foreign tax credit amount $13,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 40
Nonrefundable education credit amount $52,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 60
Child tax credit amount $78,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 90
Self-employment tax amount $426,000
Number of returns with total tax payments 800
Total tax payments amount $10,185,000
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 20
Refundable education credit amount $19,000
Number of returns with income tax 800
Income tax amount [10] $8,957,000
Number of returns with tax liability 800
Total tax liability amount [11] $9,440,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 250
Tax due at time of filing amount [12] $749,000
Number of returns with overpayments refunded 530
Overpayments refunded amount [13] $1,365,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $75,000

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

Number of returns 1,150
Number of single returns 460
Number of joint returns 620
Number of head of household returns 40
Number of returns with paid preparer's signature 560
Number of exemptions 2,190
Number of dependents 420
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] 80
Number of elderly returns [4] 300
Adjust gross income (AGI) [5] $160,718,000
Number of returns with total income 1,150
Salaries and wages amount $163,066,000
Number of returns with salaries and wages 1,010
Salaries and wages amount $117,377
Number of returns with taxable interest 650
Taxable interest amount $757
Number of returns with ordinary dividends 630
Ordinary dividends amount $5,819,000
Number of returns with qualified dividends 600
Qualified dividends amount [6] $4,636
Number of returns with state and local income tax refunds 510
State and local income tax refunds amount $592
Number of returns with business or professional net income (less loss) 270
Business or professional net income (less loss) amount $6,297,000
Number of returns with net capital gain (less loss) 570
Net capital gain (less loss) amount $7,164,000
Number of returns with taxable individual retirement arrangements distributions 180
Taxable individual retirement arrangements distributions amount $4,888,000
Number of returns with taxable pensions and annuities 240
Taxable pensions and annuities amount $9,786,000
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 $5,059,000
Number of returns with partnership/S-corp net income (less loss) 170
Partnership/S-corp net income (less loss) amount $3,777,000
Number of returns with total statutory adjustments 450
Total statutory adjustments amount $2,348,000
Number of returns with educator expenses 60
Educator expenses amount $15,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $324,000
Number of returns with self-employment health insurance deduction 90
Self-employment health insurance deduction amount $543,000
Number of returns with IRA payments 60
IRA payments amount $385,000
Number of returns with student loan interest deduction 140
Student loan interest deduction amount $168,000
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 930
Total itemized deductions amount $23,043,000
Amount of AGI for itemized returns $132,885,000
Number of returns with State and local income taxes 900
State and local income taxes amount $6,470,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $50,000
Number of returns with real estate taxes 780
Real estate taxes amount $3,900,000
Number of returns with taxes paid 930
Taxes paid amount $10,746,000
Number of returns with mortgage interest paid 660
Mortgage interest paid amount $5,947,000
Number of returns with contributions 760
Contributions amount $3,368,000
Number of returns with taxable income 1,150
Taxable income amount $126,572,000
Number of returns with income tax before credits 1,150
Income tax before credits amount $23,332,000
Number of returns with alternative minimum tax 50
Alternative minimum tax amount $87,000
Number of returns with total tax credits 430
Total tax credits amount $411,000
Number of returns with foreign tax credit 270
Foreign tax credit amount $90,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $42,000
Number of returns with nonrefundable education credit 40
Nonrefundable education credit amount $58,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 70
Child tax credit amount $78,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $22,000
Number of returns with self-employment tax 220
Self-employment tax amount $1,028,000
Number of returns with total tax payments 1,140
Total tax payments amount $25,260,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 30
Refundable education credit amount $29,000
Number of returns with income tax 1,150
Income tax amount [10] $22,921,000
Number of returns with tax liability 1,150
Total tax liability amount [11] $24,056,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 420
Tax due at time of filing amount [12] $2,138,000
Number of returns with overpayments refunded 670
Overpayments refunded amount [13] $2,786,000
Number of returns with credit to next year’s estimated tax 90
Credited to next year’s estimated tax amount $533,000

Adjusted Gross Income: $200,000 or more

Number of returns 820
Number of single returns 170
Number of joint returns 610
Number of head of household returns 30
Number of returns with paid preparer's signature 550
Number of exemptions 1,890
Number of dependents 470
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 30
Number of elderly returns [4] 280
Adjust gross income (AGI) [5] $397,655,000
Number of returns with total income 820
Salaries and wages amount $406,890,000
Number of returns with salaries and wages 710
Salaries and wages amount $232,280
Number of returns with taxable interest 660
Taxable interest amount $5,443
Number of returns with ordinary dividends 620
Ordinary dividends amount $24,996,000
Number of returns with qualified dividends 610
Qualified dividends amount [6] $21,392
Number of returns with state and local income tax refunds 380
State and local income tax refunds amount $1,370
Number of returns with business or professional net income (less loss) 210
Business or professional net income (less loss) amount $12,833,000
Number of returns with net capital gain (less loss) 600
Net capital gain (less loss) amount $61,381,000
Number of returns with taxable individual retirement arrangements distributions 160
Taxable individual retirement arrangements distributions amount $6,849,000
Number of returns with taxable pensions and annuities 180
Taxable pensions and annuities amount $9,944,000
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 $4,055,000
Number of returns with partnership/S-corp net income (less loss) 300
Partnership/S-corp net income (less loss) amount $44,685,000
Number of returns with total statutory adjustments 350
Total statutory adjustments amount $9,235,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 70
Self-employment retirement plans amount $3,357,000
Number of returns with self-employment health insurance deduction 130
Self-employment health insurance deduction amount $1,535,000
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 40
Domestic production activities deduction amount $603,000
Number of returns with itemized deductions 800
Total itemized deductions amount $54,912,000
Amount of AGI for itemized returns $391,306,000
Number of returns with State and local income taxes 780
State and local income taxes amount $20,785,000
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 740
Real estate taxes amount $6,919,000
Number of returns with taxes paid 800
Taxes paid amount $28,354,000
Number of returns with mortgage interest paid 610
Mortgage interest paid amount $8,646,000
Number of returns with contributions 730
Contributions amount $17,805,000
Number of returns with taxable income 820
Taxable income amount $338,540,000
Number of returns with income tax before credits 820
Income tax before credits amount $92,628,000
Number of returns with alternative minimum tax 500
Alternative minimum tax amount $2,875,000
Number of returns with total tax credits 440
Total tax credits amount $1,350,000
Number of returns with foreign tax credit 370
Foreign tax credit amount $498,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $28,000
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 230
Self-employment tax amount $2,293,000
Number of returns with total tax payments 810
Total tax payments amount $92,468,000
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 810
Income tax amount [10] $91,277,000
Number of returns with tax liability 820
Total tax liability amount [11] $97,301,000
Number of returns with net investment income tax 560
Net investment income tax $2,438,000
Number of returns with tax due at time of filing 420
Tax due at time of filing amount [12] $11,684,000
Number of returns with overpayments refunded 280
Overpayments refunded amount [13] $2,942,000
Number of returns with credit to next year’s estimated tax 140
Credited to next year’s estimated tax amount $3,826,000

[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.