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ZIP Code Database - Facts & Stats

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ZIP Code 23321 Income Tax Stats

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

ZIP Code 23321 Data

Zip Code:23321
City:Chesapeake
State:VA [Virginia]
Counties: CHESAPEAKE CITY, VA
City Alias(es):Chesapeake
Area Code:757
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


23321 Income Tax Overview

Total Number of Tax Returns for ZIP Code 23321 [1] 16,990
Total Number of Single Tax Returns for ZIP Code 23321 6,430
Total Number of Joint Tax Returns for ZIP Code 23321 6,970
Total Number of Dependents for ZIP Code 23321 11,590
Total Adjusted Gross Income for ZIP Code 23321 $1,136,111,000
Average Income per Person for ZIP Code 23321 $33,760
Average Income per Household for ZIP Code 23321 $66,869

The following tables break down the 2017 Income Tax Statistics into different Gross Income levels.


Adjusted Gross Income: 1 under $25,000

Number of returns 5,030
Number of single returns 3,520
Number of joint returns 420
Number of head of household returns 980
Number of returns with paid preparer's signature 1,550
Number of exemptions 6,340
Number of dependents 2,030
Total number of volunteer prepared returns [5] 180
Number of volunteer income tax assistance (VITA) prepared returns [3] 40
Number of tax counseling for the elderly (TCE) prepared returns [3] 150
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 1,020
Number of elderly returns [4] 900
Adjust gross income (AGI) [5] $62,750,000
Number of returns with total income 5,030
Salaries and wages amount $63,702,000
Number of returns with salaries and wages 4,060
Salaries and wages amount $50,160
Number of returns with taxable interest 630
Taxable interest amount $275
Number of returns with ordinary dividends 360
Ordinary dividends amount $419,000
Number of returns with qualified dividends 330
Qualified dividends amount [6] $300
Number of returns with state and local income tax refunds 130
State and local income tax refunds amount $76
Number of returns with business or professional net income (less loss) 670
Business or professional net income (less loss) amount $3,087,000
Number of returns with net capital gain (less loss) 260
Net capital gain (less loss) amount $150,000
Number of returns with taxable individual retirement arrangements distributions 240
Taxable individual retirement arrangements distributions amount $1,329,000
Number of returns with taxable pensions and annuities 710
Taxable pensions and annuities amount $7,686,000
Number of farm returns 0
Number of returns with unemployment compensation 110
Unemployment compensation amount [7] $368,000
Number of returns with taxable Social Security benefits 240
Taxable Social Security benefits amount $521,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $60,000
Number of returns with total statutory adjustments 790
Total statutory adjustments amount $952,000
Number of returns with educator expenses 40
Educator expenses amount $8,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $145,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 210
Student loan interest deduction amount $195,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $116,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 430
Total itemized deductions amount $6,664,000
Amount of AGI for itemized returns $6,834,000
Number of returns with State and local income taxes 230
State and local income taxes amount $226,000
Number of returns with State and local general sales tax 150
State and local general sales tax amount $68,000
Number of returns with real estate taxes 300
Real estate taxes amount $760,000
Number of returns with taxes paid 420
Taxes paid amount $1,157,000
Number of returns with mortgage interest paid 260
Mortgage interest paid amount $1,720,000
Number of returns with contributions 330
Contributions amount $824,000
Number of returns with taxable income 2,290
Taxable income amount $12,894,000
Number of returns with income tax before credits 2,280
Income tax before credits amount $1,374,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 680
Total tax credits amount $239,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $23,000
Number of returns with nonrefundable education credit 200
Nonrefundable education credit amount $116,000
Number of returns with retirement savings contribution credit 260
Retirement savings contribution credit amount $43,000
Number of returns with child tax credit 170
Child tax credit amount $53,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 500
Self-employment tax amount $660,000
Number of returns with total tax payments 4,670
Total tax payments amount $10,523,000
Number of returns with earned income credit 1,670
Earned income credit amount [8] $4,692,000
Number of returns with excess earned income credit 1,520
Excess earned income credit (refundable) amount [9] $4,201,000
Number of returns with additional child tax credit 1,000
Additional child tax credit amount $1,224,000
Number of returns with refundable education credit 290
Refundable education credit amount $260,000
Number of returns with income tax 1,840
Income tax amount [10] $1,135,000
Number of returns with tax liability 2,320
Total tax liability amount [11] $1,905,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 360
Tax due at time of filing amount [12] $268,000
Number of returns with overpayments refunded 4,420
Overpayments refunded amount [13] $8,880,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $53,000

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

Number of returns 3,820
Number of single returns 1,820
Number of joint returns 870
Number of head of household returns 950
Number of returns with paid preparer's signature 1,330
Number of exemptions 7,250
Number of dependents 2,590
Total number of volunteer prepared returns [5] 110
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 110
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 910
Number of elderly returns [4] 860
Adjust gross income (AGI) [5] $140,695,000
Number of returns with total income 3,820
Salaries and wages amount $142,234,000
Number of returns with salaries and wages 3,190
Salaries and wages amount $112,634
Number of returns with taxable interest 710
Taxable interest amount $473
Number of returns with ordinary dividends 440
Ordinary dividends amount $833,000
Number of returns with qualified dividends 400
Qualified dividends amount [6] $637
Number of returns with state and local income tax refunds 530
State and local income tax refunds amount $366
Number of returns with business or professional net income (less loss) 470
Business or professional net income (less loss) amount $823,000
Number of returns with net capital gain (less loss) 280
Net capital gain (less loss) amount $530,000
Number of returns with taxable individual retirement arrangements distributions 310
Taxable individual retirement arrangements distributions amount $2,655,000
Number of returns with taxable pensions and annuities 890
Taxable pensions and annuities amount $19,146,000
Number of farm returns 20
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $219,000
Number of returns with taxable Social Security benefits 690
Taxable Social Security benefits amount $4,494,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $245,000
Number of returns with total statutory adjustments 870
Total statutory adjustments amount $1,539,000
Number of returns with educator expenses 120
Educator expenses amount $27,000
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 $205,000
Number of returns with IRA payments 70
IRA payments amount $239,000
Number of returns with student loan interest deduction 470
Student loan interest deduction amount $480,000
Number of returns with tuition and fees deduction 20
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 1,160
Total itemized deductions amount $19,791,000
Amount of AGI for itemized returns $45,137,000
Number of returns with State and local income taxes 920
State and local income taxes amount $1,548,000
Number of returns with State and local general sales tax 150
State and local general sales tax amount $124,000
Number of returns with real estate taxes 890
Real estate taxes amount $2,131,000
Number of returns with taxes paid 1,160
Taxes paid amount $4,182,000
Number of returns with mortgage interest paid 810
Mortgage interest paid amount $5,598,000
Number of returns with contributions 900
Contributions amount $3,253,000
Number of returns with taxable income 3,640
Taxable income amount $69,794,000
Number of returns with income tax before credits 3,630
Income tax before credits amount $8,616,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,670
Total tax credits amount $1,610,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 310
Child and dependent care credit amount $182,000
Number of returns with nonrefundable education credit 370
Nonrefundable education credit amount $361,000
Number of returns with retirement savings contribution credit 640
Retirement savings contribution credit amount $115,000
Number of returns with child tax credit 980
Child tax credit amount $926,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $20,000
Number of returns with self-employment tax 240
Self-employment tax amount $504,000
Number of returns with total tax payments 3,750
Total tax payments amount $16,172,000
Number of returns with earned income credit 1,050
Earned income credit amount [8] $2,033,000
Number of returns with excess earned income credit 890
Excess earned income credit (refundable) amount [9] $1,739,000
Number of returns with additional child tax credit 770
Additional child tax credit amount $1,027,000
Number of returns with refundable education credit 280
Refundable education credit amount $240,000
Number of returns with income tax 2,890
Income tax amount [10] $7,006,000
Number of returns with tax liability 3,040
Total tax liability amount [11] $7,615,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 520
Tax due at time of filing amount [12] $793,000
Number of returns with overpayments refunded 3,270
Overpayments refunded amount [13] $9,271,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 2,600
Number of single returns 930
Number of joint returns 1,130
Number of head of household returns 420
Number of returns with paid preparer's signature 1,010
Number of exemptions 5,600
Number of dependents 1,860
Total number of volunteer prepared returns [5] 50
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 50
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 480
Number of elderly returns [4] 760
Adjust gross income (AGI) [5] $160,768,000
Number of returns with total income 2,600
Salaries and wages amount $162,176,000
Number of returns with salaries and wages 2,170
Salaries and wages amount $121,193
Number of returns with taxable interest 810
Taxable interest amount $700
Number of returns with ordinary dividends 500
Ordinary dividends amount $1,123,000
Number of returns with qualified dividends 450
Qualified dividends amount [6] $823
Number of returns with state and local income tax refunds 810
State and local income tax refunds amount $611
Number of returns with business or professional net income (less loss) 310
Business or professional net income (less loss) amount $798,000
Number of returns with net capital gain (less loss) 390
Net capital gain (less loss) amount $883,000
Number of returns with taxable individual retirement arrangements distributions 300
Taxable individual retirement arrangements distributions amount $2,694,000
Number of returns with taxable pensions and annuities 840
Taxable pensions and annuities amount $25,168,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $199,000
Number of returns with taxable Social Security benefits 570
Taxable Social Security benefits amount $7,903,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $755,000
Number of returns with total statutory adjustments 730
Total statutory adjustments amount $1,408,000
Number of returns with educator expenses 120
Educator expenses amount $31,000
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 $194,000
Number of returns with IRA payments 70
IRA payments amount $199,000
Number of returns with student loan interest deduction 360
Student loan interest deduction amount $360,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $98,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,410
Total itemized deductions amount $25,610,000
Amount of AGI for itemized returns $88,191,000
Number of returns with State and local income taxes 1,280
State and local income taxes amount $3,531,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $92,000
Number of returns with real estate taxes 1,240
Real estate taxes amount $3,162,000
Number of returns with taxes paid 1,410
Taxes paid amount $7,325,000
Number of returns with mortgage interest paid 1,180
Mortgage interest paid amount $8,806,000
Number of returns with contributions 1,160
Contributions amount $4,215,000
Number of returns with taxable income 2,580
Taxable income amount $100,117,000
Number of returns with income tax before credits 2,580
Income tax before credits amount $13,888,000
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 $1,683,000
Number of returns with foreign tax credit 100
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 230
Child and dependent care credit amount $137,000
Number of returns with nonrefundable education credit 240
Nonrefundable education credit amount $268,000
Number of returns with retirement savings contribution credit 200
Retirement savings contribution credit amount $33,000
Number of returns with child tax credit 810
Child tax credit amount $1,186,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $34,000
Number of returns with self-employment tax 190
Self-employment tax amount $370,000
Number of returns with total tax payments 2,580
Total tax payments amount $17,737,000
Number of returns with earned income credit 30
Earned income credit amount [8] $11,000
Number of returns with excess earned income credit 20
Excess earned income credit (refundable) amount [9] $9,000
Number of returns with additional child tax credit 150
Additional child tax credit amount $193,000
Number of returns with refundable education credit 170
Refundable education credit amount $137,000
Number of returns with income tax 2,430
Income tax amount [10] $12,205,000
Number of returns with tax liability 2,470
Total tax liability amount [11] $12,672,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 520
Tax due at time of filing amount [12] $1,016,000
Number of returns with overpayments refunded 2,060
Overpayments refunded amount [13] $5,990,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $27,000

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

Number of returns 1,950
Number of single returns 370
Number of joint returns 1,350
Number of head of household returns 180
Number of returns with paid preparer's signature 820
Number of exemptions 4,900
Number of dependents 1,600
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] $169,369,000
Number of returns with total income 1,950
Salaries and wages amount $170,858,000
Number of returns with salaries and wages 1,680
Salaries and wages amount $124,209
Number of returns with taxable interest 770
Taxable interest amount $674
Number of returns with ordinary dividends 530
Ordinary dividends amount $1,401,000
Number of returns with qualified dividends 500
Qualified dividends amount [6] $1,143
Number of returns with state and local income tax refunds 890
State and local income tax refunds amount $776
Number of returns with business or professional net income (less loss) 330
Business or professional net income (less loss) amount $1,498,000
Number of returns with net capital gain (less loss) 400
Net capital gain (less loss) amount $1,455,000
Number of returns with taxable individual retirement arrangements distributions 270
Taxable individual retirement arrangements distributions amount $3,728,000
Number of returns with taxable pensions and annuities 770
Taxable pensions and annuities amount $27,578,000
Number of farm returns 0
Number of returns with unemployment compensation 20
Unemployment compensation amount [7] $90,000
Number of returns with taxable Social Security benefits 470
Taxable Social Security benefits amount $8,677,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $1,112,000
Number of returns with total statutory adjustments 570
Total statutory adjustments amount $1,489,000
Number of returns with educator expenses 100
Educator expenses amount $25,000
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 $255,000
Number of returns with IRA payments 60
IRA payments amount $244,000
Number of returns with student loan interest deduction 260
Student loan interest deduction amount $276,000
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 1,360
Total itemized deductions amount $28,844,000
Amount of AGI for itemized returns $118,823,000
Number of returns with State and local income taxes 1,270
State and local income taxes amount $4,954,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $107,000
Number of returns with real estate taxes 1,280
Real estate taxes amount $3,730,000
Number of returns with taxes paid 1,360
Taxes paid amount $9,394,000
Number of returns with mortgage interest paid 1,220
Mortgage interest paid amount $9,814,000
Number of returns with contributions 1,170
Contributions amount $5,028,000
Number of returns with taxable income 1,950
Taxable income amount $113,650,000
Number of returns with income tax before credits 1,940
Income tax before credits amount $16,493,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 910
Total tax credits amount $1,582,000
Number of returns with foreign tax credit 130
Foreign tax credit amount $6,000
Number of returns with child and dependent care credit 180
Child and dependent care credit amount $117,000
Number of returns with nonrefundable education credit 260
Nonrefundable education credit amount $334,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 640
Child tax credit amount $1,062,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $30,000
Number of returns with self-employment tax 190
Self-employment tax amount $398,000
Number of returns with total tax payments 1,940
Total tax payments amount $19,480,000
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 30
Additional child tax credit amount $37,000
Number of returns with refundable education credit 180
Refundable education credit amount $169,000
Number of returns with income tax 1,910
Income tax amount [10] $14,912,000
Number of returns with tax liability 1,920
Total tax liability amount [11] $15,441,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 470
Tax due at time of filing amount [12] $1,157,000
Number of returns with overpayments refunded 1,470
Overpayments refunded amount [13] $5,102,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $46,000

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

Number of returns 2,990
Number of single returns 210
Number of joint returns 2,640
Number of head of household returns 110
Number of returns with paid preparer's signature 1,340
Number of exemptions 8,560
Number of dependents 2,930
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] 250
Number of elderly returns [4] 880
Adjust gross income (AGI) [5] $404,427,000
Number of returns with total income 2,990
Salaries and wages amount $407,719,000
Number of returns with salaries and wages 2,730
Salaries and wages amount $308,329
Number of returns with taxable interest 1,570
Taxable interest amount $1,325
Number of returns with ordinary dividends 1,150
Ordinary dividends amount $4,169,000
Number of returns with qualified dividends 1,090
Qualified dividends amount [6] $3,231
Number of returns with state and local income tax refunds 1,720
State and local income tax refunds amount $1,615
Number of returns with business or professional net income (less loss) 520
Business or professional net income (less loss) amount $4,205,000
Number of returns with net capital gain (less loss) 920
Net capital gain (less loss) amount $5,859,000
Number of returns with taxable individual retirement arrangements distributions 450
Taxable individual retirement arrangements distributions amount $8,810,000
Number of returns with taxable pensions and annuities 1,260
Taxable pensions and annuities amount $54,153,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $181,000
Number of returns with taxable Social Security benefits 610
Taxable Social Security benefits amount $13,442,000
Number of returns with partnership/S-corp net income (less loss) 250
Partnership/S-corp net income (less loss) amount $4,497,000
Number of returns with total statutory adjustments 1,070
Total statutory adjustments amount $3,292,000
Number of returns with educator expenses 260
Educator expenses amount $69,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $675,000
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $615,000
Number of returns with IRA payments 100
IRA payments amount $453,000
Number of returns with student loan interest deduction 400
Student loan interest deduction amount $467,000
Number of returns with tuition and fees deduction 80
Tuition and fees deduction amount $150,000
Returns with domestic production activities deduction 40
Domestic production activities deduction amount $408,000
Number of returns with itemized deductions 2,640
Total itemized deductions amount $67,524,000
Amount of AGI for itemized returns $360,728,000
Number of returns with State and local income taxes 2,540
State and local income taxes amount $16,332,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $170,000
Number of returns with real estate taxes 2,550
Real estate taxes amount $8,848,000
Number of returns with taxes paid 2,640
Taxes paid amount $26,928,000
Number of returns with mortgage interest paid 2,380
Mortgage interest paid amount $21,835,000
Number of returns with contributions 2,400
Contributions amount $12,636,000
Number of returns with taxable income 2,990
Taxable income amount $297,814,000
Number of returns with income tax before credits 2,990
Income tax before credits amount $50,132,000
Number of returns with alternative minimum tax 40
Alternative minimum tax amount $77,000
Number of returns with total tax credits 1,430
Total tax credits amount $1,856,000
Number of returns with foreign tax credit 320
Foreign tax credit amount $26,000
Number of returns with child and dependent care credit 370
Child and dependent care credit amount $234,000
Number of returns with nonrefundable education credit 420
Nonrefundable education credit amount $601,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 660
Child tax credit amount $890,000
Number of returns with residential energy tax credit 120
Residential energy tax credit amount $45,000
Number of returns with self-employment tax 320
Self-employment tax amount $901,000
Number of returns with total tax payments 2,980
Total tax payments amount $52,635,000
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 370
Refundable education credit amount $361,000
Number of returns with income tax 2,980
Income tax amount [10] $48,276,000
Number of returns with tax liability 2,980
Total tax liability amount [11] $49,446,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,130
Tax due at time of filing amount [12] $4,073,000
Number of returns with overpayments refunded 1,820
Overpayments refunded amount [13] $6,988,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $183,000

Adjusted Gross Income: $200,000 or more

Number of returns 600
Number of single returns 20
Number of joint returns 560
Number of head of household returns 0
Number of returns with paid preparer's signature 350
Number of exemptions 1,730
Number of dependents 580
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] 0
Number of elderly returns [4] 200
Adjust gross income (AGI) [5] $198,102,000
Number of returns with total income 600
Salaries and wages amount $200,328,000
Number of returns with salaries and wages 560
Salaries and wages amount $122,324
Number of returns with taxable interest 440
Taxable interest amount $822
Number of returns with ordinary dividends 360
Ordinary dividends amount $3,927,000
Number of returns with qualified dividends 350
Qualified dividends amount [6] $3,043
Number of returns with state and local income tax refunds 330
State and local income tax refunds amount $541
Number of returns with business or professional net income (less loss) 120
Business or professional net income (less loss) amount $4,500,000
Number of returns with net capital gain (less loss) 340
Net capital gain (less loss) amount $10,782,000
Number of returns with taxable individual retirement arrangements distributions 100
Taxable individual retirement arrangements distributions amount $3,762,000
Number of returns with taxable pensions and annuities 260
Taxable pensions and annuities amount $16,877,000
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 100
Taxable Social Security benefits amount $2,574,000
Number of returns with partnership/S-corp net income (less loss) 160
Partnership/S-corp net income (less loss) amount $22,459,000
Number of returns with total statutory adjustments 190
Total statutory adjustments amount $2,226,000
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 50
Self-employment health insurance deduction amount $586,000
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 590
Total itemized deductions amount $24,043,000
Amount of AGI for itemized returns $195,208,000
Number of returns with State and local income taxes 570
State and local income taxes amount $9,981,000
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 570
Real estate taxes amount $2,682,000
Number of returns with taxes paid 590
Taxes paid amount $13,249,000
Number of returns with mortgage interest paid 500
Mortgage interest paid amount $5,537,000
Number of returns with contributions 550
Contributions amount $4,874,000
Number of returns with taxable income 600
Taxable income amount $168,093,000
Number of returns with income tax before credits 600
Income tax before credits amount $40,976,000
Number of returns with alternative minimum tax 270
Alternative minimum tax amount $1,010,000
Number of returns with total tax credits 220
Total tax credits amount $199,000
Number of returns with foreign tax credit 160
Foreign tax credit amount $34,000
Number of returns with child and dependent care credit 40
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 110
Self-employment tax amount $665,000
Number of returns with total tax payments 590
Total tax payments amount $40,812,000
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 600
Income tax amount [10] $40,777,000
Number of returns with tax liability 600
Total tax liability amount [11] $42,201,000
Number of returns with net investment income tax 240
Net investment income tax $232,000
Number of returns with tax due at time of filing 340
Tax due at time of filing amount [12] $3,838,000
Number of returns with overpayments refunded 220
Overpayments refunded amount [13] $1,661,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $741,000

[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.