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ZIP Code Database - Facts & Stats

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ZIP Code 23233 Income Tax Stats

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

ZIP Code 23233 Data

Zip Code:23233
City:Henrico
State:VA [Virginia]
Counties: HENRICO, VA
City Alias(es):Henrico
Area Code:804
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


23233 Income Tax Overview

Total Number of Tax Returns for ZIP Code 23233 [1] 15,090
Total Number of Single Tax Returns for ZIP Code 23233 5,700
Total Number of Joint Tax Returns for ZIP Code 23233 7,180
Total Number of Dependents for ZIP Code 23233 9,370
Total Adjusted Gross Income for ZIP Code 23233 $1,664,896,000
Average Income per Person for ZIP Code 23233 $57,593
Average Income per Household for ZIP Code 23233 $110,331

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 3,350
Number of single returns 2,860
Number of joint returns 290
Number of head of household returns 150
Number of returns with paid preparer's signature 1,220
Number of exemptions 2,790
Number of dependents 480
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] 260
Number of elderly returns [4] 610
Adjust gross income (AGI) [5] $35,503,000
Number of returns with total income 3,350
Salaries and wages amount $36,428,000
Number of returns with salaries and wages 2,560
Salaries and wages amount $26,342
Number of returns with taxable interest 680
Taxable interest amount $351
Number of returns with ordinary dividends 680
Ordinary dividends amount $1,282,000
Number of returns with qualified dividends 640
Qualified dividends amount [6] $968
Number of returns with state and local income tax refunds 90
State and local income tax refunds amount $53
Number of returns with business or professional net income (less loss) 470
Business or professional net income (less loss) amount $2,816,000
Number of returns with net capital gain (less loss) 540
Net capital gain (less loss) amount $1,075,000
Number of returns with taxable individual retirement arrangements distributions 230
Taxable individual retirement arrangements distributions amount $1,449,000
Number of returns with taxable pensions and annuities 390
Taxable pensions and annuities amount $3,327,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $166,000
Number of returns with taxable Social Security benefits 190
Taxable Social Security benefits amount $400,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $77,000
Number of returns with total statutory adjustments 580
Total statutory adjustments amount $925,000
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 70
Self-employment health insurance deduction amount $205,000
Number of returns with IRA payments 30
IRA payments amount $93,000
Number of returns with student loan interest deduction 130
Student loan interest deduction amount $129,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $188,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 280
Total itemized deductions amount $4,788,000
Amount of AGI for itemized returns $4,055,000
Number of returns with State and local income taxes 120
State and local income taxes amount $136,000
Number of returns with State and local general sales tax 120
State and local general sales tax amount $54,000
Number of returns with real estate taxes 160
Real estate taxes amount $395,000
Number of returns with taxes paid 260
Taxes paid amount $634,000
Number of returns with mortgage interest paid 130
Mortgage interest paid amount $958,000
Number of returns with contributions 190
Contributions amount $305,000
Number of returns with taxable income 1,560
Taxable income amount $9,226,000
Number of returns with income tax before credits 1,490
Income tax before credits amount $964,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 370
Total tax credits amount $138,000
Number of returns with foreign tax credit 70
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 140
Nonrefundable education credit amount $95,000
Number of returns with retirement savings contribution credit 130
Retirement savings contribution credit amount $24,000
Number of returns with child tax credit 30
Child tax credit amount $8,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 400
Self-employment tax amount $534,000
Number of returns with total tax payments 2,870
Total tax payments amount $4,104,000
Number of returns with earned income credit 540
Earned income credit amount [8] $984,000
Number of returns with excess earned income credit 420
Excess earned income credit (refundable) amount [9] $801,000
Number of returns with additional child tax credit 200
Additional child tax credit amount $260,000
Number of returns with refundable education credit 160
Refundable education credit amount $147,000
Number of returns with income tax 1,290
Income tax amount [10] $826,000
Number of returns with tax liability 1,590
Total tax liability amount [11] $1,391,000
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] $344,000
Number of returns with overpayments refunded 2,570
Overpayments refunded amount [13] $3,011,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $30,000

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

Number of returns 2,290
Number of single returns 1,510
Number of joint returns 450
Number of head of household returns 250
Number of returns with paid preparer's signature 860
Number of exemptions 3,580
Number of dependents 880
Total number of volunteer prepared returns [5] 20
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 20
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 320
Number of elderly returns [4] 530
Adjust gross income (AGI) [5] $85,506,000
Number of returns with total income 2,290
Salaries and wages amount $87,202,000
Number of returns with salaries and wages 1,930
Salaries and wages amount $68,012
Number of returns with taxable interest 560
Taxable interest amount $558
Number of returns with ordinary dividends 460
Ordinary dividends amount $1,740,000
Number of returns with qualified dividends 430
Qualified dividends amount [6] $1,274
Number of returns with state and local income tax refunds 270
State and local income tax refunds amount $168
Number of returns with business or professional net income (less loss) 300
Business or professional net income (less loss) amount $2,546,000
Number of returns with net capital gain (less loss) 390
Net capital gain (less loss) amount $1,490,000
Number of returns with taxable individual retirement arrangements distributions 250
Taxable individual retirement arrangements distributions amount $2,679,000
Number of returns with taxable pensions and annuities 370
Taxable pensions and annuities amount $5,862,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $286,000
Number of returns with taxable Social Security benefits 390
Taxable Social Security benefits amount $3,119,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $812,000
Number of returns with total statutory adjustments 700
Total statutory adjustments amount $1,696,000
Number of returns with educator expenses 90
Educator expenses amount $20,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $313,000
Number of returns with IRA payments 60
IRA payments amount $288,000
Number of returns with student loan interest deduction 360
Student loan interest deduction amount $431,000
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 550
Total itemized deductions amount $9,756,000
Amount of AGI for itemized returns $21,628,000
Number of returns with State and local income taxes 440
State and local income taxes amount $769,000
Number of returns with State and local general sales tax 90
State and local general sales tax amount $58,000
Number of returns with real estate taxes 390
Real estate taxes amount $941,000
Number of returns with taxes paid 540
Taxes paid amount $1,904,000
Number of returns with mortgage interest paid 340
Mortgage interest paid amount $2,308,000
Number of returns with contributions 420
Contributions amount $1,097,000
Number of returns with taxable income 2,190
Taxable income amount $48,384,000
Number of returns with income tax before credits 2,150
Income tax before credits amount $6,066,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 780
Total tax credits amount $606,000
Number of returns with foreign tax credit 130
Foreign tax credit amount $8,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $54,000
Number of returns with nonrefundable education credit 190
Nonrefundable education credit amount $208,000
Number of returns with retirement savings contribution credit 270
Retirement savings contribution credit amount $45,000
Number of returns with child tax credit 310
Child tax credit amount $292,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $10,000
Number of returns with self-employment tax 220
Self-employment tax amount $549,000
Number of returns with total tax payments 2,190
Total tax payments amount $9,340,000
Number of returns with earned income credit 310
Earned income credit amount [8] $647,000
Number of returns with excess earned income credit 240
Excess earned income credit (refundable) amount [9] $489,000
Number of returns with additional child tax credit 230
Additional child tax credit amount $340,000
Number of returns with refundable education credit 110
Refundable education credit amount $100,000
Number of returns with income tax 1,920
Income tax amount [10] $5,460,000
Number of returns with tax liability 2,020
Total tax liability amount [11] $6,080,000
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] $691,000
Number of returns with overpayments refunded 1,760
Overpayments refunded amount [13] $3,837,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $67,000

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

Number of returns 2,040
Number of single returns 1,060
Number of joint returns 720
Number of head of household returns 180
Number of returns with paid preparer's signature 880
Number of exemptions 3,750
Number of dependents 1,000
Total number of volunteer prepared returns [5] 20
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 20
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 190
Number of elderly returns [4] 560
Adjust gross income (AGI) [5] $126,882,000
Number of returns with total income 2,040
Salaries and wages amount $128,859,000
Number of returns with salaries and wages 1,720
Salaries and wages amount $97,408
Number of returns with taxable interest 700
Taxable interest amount $684
Number of returns with ordinary dividends 560
Ordinary dividends amount $2,490,000
Number of returns with qualified dividends 530
Qualified dividends amount [6] $1,840
Number of returns with state and local income tax refunds 500
State and local income tax refunds amount $430
Number of returns with business or professional net income (less loss) 300
Business or professional net income (less loss) amount $3,201,000
Number of returns with net capital gain (less loss) 490
Net capital gain (less loss) amount $2,449,000
Number of returns with taxable individual retirement arrangements distributions 260
Taxable individual retirement arrangements distributions amount $3,704,000
Number of returns with taxable pensions and annuities 440
Taxable pensions and annuities amount $9,977,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $133,000
Number of returns with taxable Social Security benefits 410
Taxable Social Security benefits amount $6,545,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $1,369,000
Number of returns with total statutory adjustments 660
Total statutory adjustments amount $1,977,000
Number of returns with educator expenses 70
Educator expenses amount $16,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $434,000
Number of returns with IRA payments 70
IRA payments amount $334,000
Number of returns with student loan interest deduction 280
Student loan interest deduction amount $334,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $43,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 870
Total itemized deductions amount $15,476,000
Amount of AGI for itemized returns $54,250,000
Number of returns with State and local income taxes 790
State and local income taxes amount $2,287,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $57,000
Number of returns with real estate taxes 650
Real estate taxes amount $1,522,000
Number of returns with taxes paid 860
Taxes paid amount $4,063,000
Number of returns with mortgage interest paid 580
Mortgage interest paid amount $3,945,000
Number of returns with contributions 650
Contributions amount $1,659,000
Number of returns with taxable income 2,020
Taxable income amount $85,550,000
Number of returns with income tax before credits 2,000
Income tax before credits amount $12,330,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 790
Total tax credits amount $980,000
Number of returns with foreign tax credit 180
Foreign tax credit amount $10,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $59,000
Number of returns with nonrefundable education credit 150
Nonrefundable education credit amount $193,000
Number of returns with retirement savings contribution credit 90
Retirement savings contribution credit amount $15,000
Number of returns with child tax credit 470
Child tax credit amount $671,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 220
Self-employment tax amount $675,000
Number of returns with total tax payments 1,990
Total tax payments amount $14,998,000
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 60
Additional child tax credit amount $68,000
Number of returns with refundable education credit 100
Refundable education credit amount $98,000
Number of returns with income tax 1,940
Income tax amount [10] $11,351,000
Number of returns with tax liability 1,970
Total tax liability amount [11] $12,156,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 480
Tax due at time of filing amount [12] $1,131,000
Number of returns with overpayments refunded 1,500
Overpayments refunded amount [13] $3,772,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $178,000

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

Number of returns 1,830
Number of single returns 590
Number of joint returns 1,060
Number of head of household returns 140
Number of returns with paid preparer's signature 850
Number of exemptions 4,130
Number of dependents 1,240
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] 120
Number of elderly returns [4] 540
Adjust gross income (AGI) [5] $159,702,000
Number of returns with total income 1,830
Salaries and wages amount $161,554,000
Number of returns with salaries and wages 1,570
Salaries and wages amount $123,040
Number of returns with taxable interest 780
Taxable interest amount $799
Number of returns with ordinary dividends 670
Ordinary dividends amount $3,954,000
Number of returns with qualified dividends 630
Qualified dividends amount [6] $3,151
Number of returns with state and local income tax refunds 630
State and local income tax refunds amount $504
Number of returns with business or professional net income (less loss) 260
Business or professional net income (less loss) amount $2,697,000
Number of returns with net capital gain (less loss) 610
Net capital gain (less loss) amount $2,904,000
Number of returns with taxable individual retirement arrangements distributions 280
Taxable individual retirement arrangements distributions amount $5,566,000
Number of returns with taxable pensions and annuities 430
Taxable pensions and annuities amount $11,667,000
Number of farm returns 20
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $137,000
Number of returns with taxable Social Security benefits 370
Taxable Social Security benefits amount $7,781,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $1,942,000
Number of returns with total statutory adjustments 500
Total statutory adjustments amount $1,852,000
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 50
Self-employment health insurance deduction amount $433,000
Number of returns with IRA payments 60
IRA payments amount $358,000
Number of returns with student loan interest deduction 190
Student loan interest deduction amount $204,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 20
Domestic production activities deduction amount $64,000
Number of returns with itemized deductions 1,020
Total itemized deductions amount $21,581,000
Amount of AGI for itemized returns $89,098,000
Number of returns with State and local income taxes 960
State and local income taxes amount $3,909,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $44,000
Number of returns with real estate taxes 830
Real estate taxes amount $2,253,000
Number of returns with taxes paid 1,020
Taxes paid amount $6,544,000
Number of returns with mortgage interest paid 740
Mortgage interest paid amount $5,857,000
Number of returns with contributions 820
Contributions amount $2,643,000
Number of returns with taxable income 1,820
Taxable income amount $112,857,000
Number of returns with income tax before credits 1,810
Income tax before credits amount $17,084,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 900
Total tax credits amount $1,273,000
Number of returns with foreign tax credit 230
Foreign tax credit amount $34,000
Number of returns with child and dependent care credit 130
Child and dependent care credit amount $72,000
Number of returns with nonrefundable education credit 140
Nonrefundable education credit amount $195,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 600
Child tax credit amount $903,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $12,000
Number of returns with self-employment tax 190
Self-employment tax amount $578,000
Number of returns with total tax payments 1,810
Total tax payments amount $19,534,000
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 $93,000
Number of returns with income tax 1,790
Income tax amount [10] $15,812,000
Number of returns with tax liability 1,800
Total tax liability amount [11] $16,517,000
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] $1,274,000
Number of returns with overpayments refunded 1,310
Overpayments refunded amount [13] $4,140,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $130,000

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

Number of returns 3,770
Number of single returns 550
Number of joint returns 3,040
Number of head of household returns 150
Number of returns with paid preparer's signature 1,680
Number of exemptions 10,420
Number of dependents 3,610
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 180
Number of elderly returns [4] 1,100
Adjust gross income (AGI) [5] $529,133,000
Number of returns with total income 3,770
Salaries and wages amount $535,905,000
Number of returns with salaries and wages 3,340
Salaries and wages amount $405,400
Number of returns with taxable interest 2,100
Taxable interest amount $3,148
Number of returns with ordinary dividends 1,990
Ordinary dividends amount $14,951,000
Number of returns with qualified dividends 1,890
Qualified dividends amount [6] $11,884
Number of returns with state and local income tax refunds 1,980
State and local income tax refunds amount $1,865
Number of returns with business or professional net income (less loss) 690
Business or professional net income (less loss) amount $14,820,000
Number of returns with net capital gain (less loss) 1,710
Net capital gain (less loss) amount $14,631,000
Number of returns with taxable individual retirement arrangements distributions 680
Taxable individual retirement arrangements distributions amount $18,270,000
Number of returns with taxable pensions and annuities 920
Taxable pensions and annuities amount $33,057,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $302,000
Number of returns with taxable Social Security benefits 730
Taxable Social Security benefits amount $17,962,000
Number of returns with partnership/S-corp net income (less loss) 400
Partnership/S-corp net income (less loss) amount $8,747,000
Number of returns with total statutory adjustments 1,360
Total statutory adjustments amount $6,772,000
Number of returns with educator expenses 180
Educator expenses amount $43,000
Number of returns with self-employment retirement plans 70
Self-employment retirement plans amount $948,000
Number of returns with self-employment health insurance deduction 170
Self-employment health insurance deduction amount $1,682,000
Number of returns with IRA payments 160
IRA payments amount $935,000
Number of returns with student loan interest deduction 400
Student loan interest deduction amount $471,000
Number of returns with tuition and fees deduction 80
Tuition and fees deduction amount $139,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 3,040
Total itemized deductions amount $78,601,000
Amount of AGI for itemized returns $437,276,000
Number of returns with State and local income taxes 2,980
State and local income taxes amount $20,793,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $48,000
Number of returns with real estate taxes 2,740
Real estate taxes amount $8,957,000
Number of returns with taxes paid 3,040
Taxes paid amount $31,244,000
Number of returns with mortgage interest paid 2,460
Mortgage interest paid amount $22,028,000
Number of returns with contributions 2,700
Contributions amount $10,904,000
Number of returns with taxable income 3,750
Taxable income amount $399,937,000
Number of returns with income tax before credits 3,730
Income tax before credits amount $69,217,000
Number of returns with alternative minimum tax 80
Alternative minimum tax amount $127,000
Number of returns with total tax credits 1,940
Total tax credits amount $2,159,000
Number of returns with foreign tax credit 710
Foreign tax credit amount $143,000
Number of returns with child and dependent care credit 470
Child and dependent care credit amount $275,000
Number of returns with nonrefundable education credit 380
Nonrefundable education credit amount $568,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 780
Child tax credit amount $941,000
Number of returns with residential energy tax credit 100
Residential energy tax credit amount $26,000
Number of returns with self-employment tax 540
Self-employment tax amount $2,463,000
Number of returns with total tax payments 3,750
Total tax payments amount $72,992,000
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 340
Refundable education credit amount $346,000
Number of returns with income tax 3,730
Income tax amount [10] $67,057,000
Number of returns with tax liability 3,740
Total tax liability amount [11] $69,838,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,470
Tax due at time of filing amount [12] $6,251,000
Number of returns with overpayments refunded 2,150
Overpayments refunded amount [13] $8,621,000
Number of returns with credit to next year’s estimated tax 190
Credited to next year’s estimated tax amount $657,000

Adjusted Gross Income: $200,000 or more

Number of returns 1,810
Number of single returns 140
Number of joint returns 1,620
Number of head of household returns 40
Number of returns with paid preparer's signature 1,130
Number of exemptions 5,590
Number of dependents 2,160
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] 30
Number of elderly returns [4] 530
Adjust gross income (AGI) [5] $728,170,000
Number of returns with total income 1,810
Salaries and wages amount $738,620,000
Number of returns with salaries and wages 1,630
Salaries and wages amount $473,535
Number of returns with taxable interest 1,400
Taxable interest amount $3,652
Number of returns with ordinary dividends 1,380
Ordinary dividends amount $36,317,000
Number of returns with qualified dividends 1,350
Qualified dividends amount [6] $29,141
Number of returns with state and local income tax refunds 930
State and local income tax refunds amount $2,226
Number of returns with business or professional net income (less loss) 410
Business or professional net income (less loss) amount $21,010,000
Number of returns with net capital gain (less loss) 1,300
Net capital gain (less loss) amount $73,855,000
Number of returns with taxable individual retirement arrangements distributions 350
Taxable individual retirement arrangements distributions amount $15,085,000
Number of returns with taxable pensions and annuities 370
Taxable pensions and annuities amount $19,336,000
Number of farm returns 0
Number of returns with unemployment compensation 20
Unemployment compensation amount [7] $73,000
Number of returns with taxable Social Security benefits 270
Taxable Social Security benefits amount $7,032,000
Number of returns with partnership/S-corp net income (less loss) 520
Partnership/S-corp net income (less loss) amount $72,817,000
Number of returns with total statutory adjustments 620
Total statutory adjustments amount $10,450,000
Number of returns with educator expenses 40
Educator expenses amount $9,000
Number of returns with self-employment retirement plans 110
Self-employment retirement plans amount $3,548,000
Number of returns with self-employment health insurance deduction 200
Self-employment health insurance deduction amount $2,739,000
Number of returns with IRA payments 20
IRA payments amount $246,000
Number of returns with student loan interest deduction 0
Student loan interest deduction amount $0
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 40
Domestic production activities deduction amount $407,000
Number of returns with itemized deductions 1,770
Total itemized deductions amount $87,091,000
Amount of AGI for itemized returns $713,559,000
Number of returns with State and local income taxes 1,740
State and local income taxes amount $36,643,000
Number of returns with State and local general sales tax 20
State and local general sales tax amount $40,000
Number of returns with real estate taxes 1,670
Real estate taxes amount $8,553,000
Number of returns with taxes paid 1,770
Taxes paid amount $46,988,000
Number of returns with mortgage interest paid 1,380
Mortgage interest paid amount $15,962,000
Number of returns with contributions 1,680
Contributions amount $22,957,000
Number of returns with taxable income 1,810
Taxable income amount $624,678,000
Number of returns with income tax before credits 1,810
Income tax before credits amount $162,784,000
Number of returns with alternative minimum tax 990
Alternative minimum tax amount $4,322,000
Number of returns with total tax credits 920
Total tax credits amount $1,588,000
Number of returns with foreign tax credit 720
Foreign tax credit amount $695,000
Number of returns with child and dependent care credit 200
Child and dependent care credit amount $110,000
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 50
Residential energy tax credit amount $29,000
Number of returns with self-employment tax 380
Self-employment tax amount $2,985,000
Number of returns with total tax payments 1,790
Total tax payments amount $164,548,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 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 1,800
Income tax amount [10] $161,196,000
Number of returns with tax liability 1,810
Total tax liability amount [11] $168,892,000
Number of returns with net investment income tax 1,020
Net investment income tax $2,731,000
Number of returns with tax due at time of filing 950
Tax due at time of filing amount [12] $15,483,000
Number of returns with overpayments refunded 640
Overpayments refunded amount [13] $5,457,000
Number of returns with credit to next year’s estimated tax 240
Credited to next year’s estimated tax amount $5,570,000

[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.