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ZIP Code Database - Facts & Stats

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ZIP Code 23435 Income Tax Stats

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

ZIP Code 23435 Data

Zip Code:23435
City:Suffolk
State:VA [Virginia]
Counties: SUFFOLK CITY, VA
City Alias(es):Suffolk
Area Code:757
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


23435 Income Tax Overview

Total Number of Tax Returns for ZIP Code 23435 [1] 13,980
Total Number of Single Tax Returns for ZIP Code 23435 5,340
Total Number of Joint Tax Returns for ZIP Code 23435 6,040
Total Number of Dependents for ZIP Code 23435 9,620
Total Adjusted Gross Income for ZIP Code 23435 $1,121,673,000
Average Income per Person for ZIP Code 23435 $41,462
Average Income per Household for ZIP Code 23435 $80,234

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 3,650
Number of single returns 2,640
Number of joint returns 280
Number of head of household returns 640
Number of returns with paid preparer's signature 1,040
Number of exemptions 4,390
Number of dependents 1,360
Total number of volunteer prepared returns [5] 100
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 100
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 720
Number of elderly returns [4] 590
Adjust gross income (AGI) [5] $45,231,000
Number of returns with total income 3,650
Salaries and wages amount $45,870,000
Number of returns with salaries and wages 3,030
Salaries and wages amount $37,577
Number of returns with taxable interest 440
Taxable interest amount $221
Number of returns with ordinary dividends 240
Ordinary dividends amount $412,000
Number of returns with qualified dividends 220
Qualified dividends amount [6] $272
Number of returns with state and local income tax refunds 100
State and local income tax refunds amount $68
Number of returns with business or professional net income (less loss) 480
Business or professional net income (less loss) amount $1,395,000
Number of returns with net capital gain (less loss) 180
Net capital gain (less loss) amount $331,000
Number of returns with taxable individual retirement arrangements distributions 170
Taxable individual retirement arrangements distributions amount $944,000
Number of returns with taxable pensions and annuities 490
Taxable pensions and annuities amount $4,935,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $271,000
Number of returns with taxable Social Security benefits 170
Taxable Social Security benefits amount $286,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount ($249,000)
Number of returns with total statutory adjustments 550
Total statutory adjustments amount $639,000
Number of returns with educator expenses 20
Educator expenses amount $6,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 20
Self-employment health insurance deduction amount $62,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 150
Student loan interest deduction amount $130,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $135,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 320
Total itemized deductions amount $5,419,000
Amount of AGI for itemized returns $4,983,000
Number of returns with State and local income taxes 180
State and local income taxes amount $197,000
Number of returns with State and local general sales tax 90
State and local general sales tax amount $49,000
Number of returns with real estate taxes 210
Real estate taxes amount $602,000
Number of returns with taxes paid 310
Taxes paid amount $966,000
Number of returns with mortgage interest paid 190
Mortgage interest paid amount $1,458,000
Number of returns with contributions 230
Contributions amount $563,000
Number of returns with taxable income 1,670
Taxable income amount $9,758,000
Number of returns with income tax before credits 1,670
Income tax before credits amount $1,047,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 480
Total tax credits amount $164,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $18,000
Number of returns with nonrefundable education credit 150
Nonrefundable education credit amount $87,000
Number of returns with retirement savings contribution credit 190
Retirement savings contribution credit amount $28,000
Number of returns with child tax credit 100
Child tax credit amount $30,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 330
Self-employment tax amount $459,000
Number of returns with total tax payments 3,430
Total tax payments amount $7,369,000
Number of returns with earned income credit 1,140
Earned income credit amount [8] $3,030,000
Number of returns with excess earned income credit 1,040
Excess earned income credit (refundable) amount [9] $2,734,000
Number of returns with additional child tax credit 670
Additional child tax credit amount $844,000
Number of returns with refundable education credit 240
Refundable education credit amount $214,000
Number of returns with income tax 1,380
Income tax amount [10] $882,000
Number of returns with tax liability 1,690
Total tax liability amount [11] $1,397,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 240
Tax due at time of filing amount [12] $203,000
Number of returns with overpayments refunded 3,260
Overpayments refunded amount [13] $6,163,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $30,000

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

Number of returns 2,820
Number of single returns 1,340
Number of joint returns 610
Number of head of household returns 690
Number of returns with paid preparer's signature 930
Number of exemptions 5,300
Number of dependents 1,880
Total number of volunteer prepared returns [5] 100
Number of volunteer income tax assistance (VITA) prepared returns [3] 40
Number of tax counseling for the elderly (TCE) prepared returns [3] 60
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 670
Number of elderly returns [4] 550
Adjust gross income (AGI) [5] $103,814,000
Number of returns with total income 2,820
Salaries and wages amount $104,971,000
Number of returns with salaries and wages 2,400
Salaries and wages amount $86,029
Number of returns with taxable interest 510
Taxable interest amount $354
Number of returns with ordinary dividends 290
Ordinary dividends amount $670,000
Number of returns with qualified dividends 260
Qualified dividends amount [6] $489
Number of returns with state and local income tax refunds 340
State and local income tax refunds amount $252
Number of returns with business or professional net income (less loss) 340
Business or professional net income (less loss) amount $448,000
Number of returns with net capital gain (less loss) 200
Net capital gain (less loss) amount $373,000
Number of returns with taxable individual retirement arrangements distributions 180
Taxable individual retirement arrangements distributions amount $1,693,000
Number of returns with taxable pensions and annuities 590
Taxable pensions and annuities amount $11,555,000
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 430
Taxable Social Security benefits amount $2,932,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $707,000
Number of returns with total statutory adjustments 640
Total statutory adjustments amount $1,157,000
Number of returns with educator expenses 80
Educator expenses amount $19,000
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $357,000
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $178,000
Number of returns with IRA payments 50
IRA payments amount $124,000
Number of returns with student loan interest deduction 300
Student loan interest deduction amount $322,000
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 820
Total itemized deductions amount $14,350,000
Amount of AGI for itemized returns $32,243,000
Number of returns with State and local income taxes 640
State and local income taxes amount $1,141,000
Number of returns with State and local general sales tax 120
State and local general sales tax amount $92,000
Number of returns with real estate taxes 610
Real estate taxes amount $1,746,000
Number of returns with taxes paid 810
Taxes paid amount $3,235,000
Number of returns with mortgage interest paid 580
Mortgage interest paid amount $4,298,000
Number of returns with contributions 640
Contributions amount $2,270,000
Number of returns with taxable income 2,690
Taxable income amount $52,011,000
Number of returns with income tax before credits 2,680
Income tax before credits amount $6,428,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,250
Total tax credits amount $1,200,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 240
Child and dependent care credit amount $144,000
Number of returns with nonrefundable education credit 310
Nonrefundable education credit amount $307,000
Number of returns with retirement savings contribution credit 470
Retirement savings contribution credit amount $78,000
Number of returns with child tax credit 680
Child tax credit amount $646,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $13,000
Number of returns with self-employment tax 170
Self-employment tax amount $348,000
Number of returns with total tax payments 2,750
Total tax payments amount $12,028,000
Number of returns with earned income credit 710
Earned income credit amount [8] $1,375,000
Number of returns with excess earned income credit 620
Excess earned income credit (refundable) amount [9] $1,204,000
Number of returns with additional child tax credit 560
Additional child tax credit amount $764,000
Number of returns with refundable education credit 210
Refundable education credit amount $178,000
Number of returns with income tax 2,140
Income tax amount [10] $5,228,000
Number of returns with tax liability 2,240
Total tax liability amount [11] $5,684,000
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] $581,000
Number of returns with overpayments refunded 2,360
Overpayments refunded amount [13] $6,596,000
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 2,070
Number of single returns 710
Number of joint returns 870
Number of head of household returns 370
Number of returns with paid preparer's signature 790
Number of exemptions 4,510
Number of dependents 1,570
Total number of volunteer prepared returns [5] 30
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 30
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 400
Number of elderly returns [4] 500
Adjust gross income (AGI) [5] $128,457,000
Number of returns with total income 2,070
Salaries and wages amount $129,594,000
Number of returns with salaries and wages 1,780
Salaries and wages amount $100,568
Number of returns with taxable interest 580
Taxable interest amount $426
Number of returns with ordinary dividends 380
Ordinary dividends amount $816,000
Number of returns with qualified dividends 350
Qualified dividends amount [6] $555
Number of returns with state and local income tax refunds 600
State and local income tax refunds amount $504
Number of returns with business or professional net income (less loss) 290
Business or professional net income (less loss) amount $345,000
Number of returns with net capital gain (less loss) 280
Net capital gain (less loss) amount $756,000
Number of returns with taxable individual retirement arrangements distributions 210
Taxable individual retirement arrangements distributions amount $2,400,000
Number of returns with taxable pensions and annuities 610
Taxable pensions and annuities amount $17,408,000
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 400
Taxable Social Security benefits amount $5,861,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $588,000
Number of returns with total statutory adjustments 610
Total statutory adjustments amount $1,137,000
Number of returns with educator expenses 90
Educator expenses amount $23,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 40
IRA payments amount $168,000
Number of returns with student loan interest deduction 330
Student loan interest deduction amount $351,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $68,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,110
Total itemized deductions amount $21,582,000
Amount of AGI for itemized returns $69,973,000
Number of returns with State and local income taxes 970
State and local income taxes amount $2,691,000
Number of returns with State and local general sales tax 90
State and local general sales tax amount $109,000
Number of returns with real estate taxes 950
Real estate taxes amount $2,918,000
Number of returns with taxes paid 1,110
Taxes paid amount $6,178,000
Number of returns with mortgage interest paid 910
Mortgage interest paid amount $7,339,000
Number of returns with contributions 890
Contributions amount $3,649,000
Number of returns with taxable income 2,050
Taxable income amount $79,139,000
Number of returns with income tax before credits 2,050
Income tax before credits amount $11,131,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 960
Total tax credits amount $1,489,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $4,000
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 230
Nonrefundable education credit amount $267,000
Number of returns with retirement savings contribution credit 160
Retirement savings contribution credit amount $26,000
Number of returns with child tax credit 690
Child tax credit amount $1,047,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $19,000
Number of returns with self-employment tax 150
Self-employment tax amount $296,000
Number of returns with total tax payments 2,040
Total tax payments amount $14,358,000
Number of returns with earned income credit 20
Earned income credit amount [8] $11,000
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 130
Additional child tax credit amount $166,000
Number of returns with refundable education credit 160
Refundable education credit amount $138,000
Number of returns with income tax 1,920
Income tax amount [10] $9,642,000
Number of returns with tax liability 1,950
Total tax liability amount [11] $10,013,000
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] $965,000
Number of returns with overpayments refunded 1,580
Overpayments refunded amount [13] $5,202,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $65,000

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

Number of returns 1,680
Number of single returns 400
Number of joint returns 1,060
Number of head of household returns 150
Number of returns with paid preparer's signature 690
Number of exemptions 4,130
Number of dependents 1,390
Total number of volunteer prepared returns [5] 60
Number of volunteer income tax assistance (VITA) prepared returns [3] 40
Number of tax counseling for the elderly (TCE) prepared returns [3] 30
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 250
Number of elderly returns [4] 430
Adjust gross income (AGI) [5] $145,740,000
Number of returns with total income 1,680
Salaries and wages amount $146,906,000
Number of returns with salaries and wages 1,480
Salaries and wages amount $111,896
Number of returns with taxable interest 650
Taxable interest amount $380
Number of returns with ordinary dividends 430
Ordinary dividends amount $1,167,000
Number of returns with qualified dividends 400
Qualified dividends amount [6] $889
Number of returns with state and local income tax refunds 710
State and local income tax refunds amount $604
Number of returns with business or professional net income (less loss) 240
Business or professional net income (less loss) amount $611,000
Number of returns with net capital gain (less loss) 320
Net capital gain (less loss) amount $1,044,000
Number of returns with taxable individual retirement arrangements distributions 230
Taxable individual retirement arrangements distributions amount $3,606,000
Number of returns with taxable pensions and annuities 630
Taxable pensions and annuities amount $19,936,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $98,000
Number of returns with taxable Social Security benefits 320
Taxable Social Security benefits amount $6,220,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $1,072,000
Number of returns with total statutory adjustments 490
Total statutory adjustments amount $1,166,000
Number of returns with educator expenses 80
Educator expenses amount $22,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 20
Self-employment health insurance deduction amount $133,000
Number of returns with IRA payments 50
IRA payments amount $222,000
Number of returns with student loan interest deduction 260
Student loan interest deduction amount $308,000
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 1,210
Total itemized deductions amount $26,299,000
Amount of AGI for itemized returns $105,000,000
Number of returns with State and local income taxes 1,090
State and local income taxes amount $4,250,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $149,000
Number of returns with real estate taxes 1,110
Real estate taxes amount $3,753,000
Number of returns with taxes paid 1,210
Taxes paid amount $8,737,000
Number of returns with mortgage interest paid 1,050
Mortgage interest paid amount $9,111,000
Number of returns with contributions 990
Contributions amount $4,462,000
Number of returns with taxable income 1,670
Taxable income amount $97,426,000
Number of returns with income tax before credits 1,670
Income tax before credits amount $14,506,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 770
Total tax credits amount $1,385,000
Number of returns with foreign tax credit 100
Foreign tax credit amount $7,000
Number of returns with child and dependent care credit 180
Child and dependent care credit amount $120,000
Number of returns with nonrefundable education credit 200
Nonrefundable education credit amount $230,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 560
Child tax credit amount $966,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $36,000
Number of returns with self-employment tax 130
Self-employment tax amount $307,000
Number of returns with total tax payments 1,670
Total tax payments amount $17,165,000
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 20
Additional child tax credit amount $21,000
Number of returns with refundable education credit 130
Refundable education credit amount $105,000
Number of returns with income tax 1,650
Income tax amount [10] $13,122,000
Number of returns with tax liability 1,660
Total tax liability amount [11] $13,561,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 400
Tax due at time of filing amount [12] $1,019,000
Number of returns with overpayments refunded 1,260
Overpayments refunded amount [13] $4,486,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $51,000

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

Number of returns 2,970
Number of single returns 330
Number of joint returns 2,480
Number of head of household returns 130
Number of returns with paid preparer's signature 1,300
Number of exemptions 8,110
Number of dependents 2,670
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] 280
Number of elderly returns [4] 730
Adjust gross income (AGI) [5] $403,375,000
Number of returns with total income 2,970
Salaries and wages amount $406,942,000
Number of returns with salaries and wages 2,750
Salaries and wages amount $316,165
Number of returns with taxable interest 1,420
Taxable interest amount $1,062
Number of returns with ordinary dividends 1,010
Ordinary dividends amount $3,036,000
Number of returns with qualified dividends 940
Qualified dividends amount [6] $2,263
Number of returns with state and local income tax refunds 1,660
State and local income tax refunds amount $1,672
Number of returns with business or professional net income (less loss) 530
Business or professional net income (less loss) amount $5,142,000
Number of returns with net capital gain (less loss) 820
Net capital gain (less loss) amount $4,121,000
Number of returns with taxable individual retirement arrangements distributions 400
Taxable individual retirement arrangements distributions amount $8,080,000
Number of returns with taxable pensions and annuities 1,280
Taxable pensions and annuities amount $51,726,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $214,000
Number of returns with taxable Social Security benefits 470
Taxable Social Security benefits amount $10,707,000
Number of returns with partnership/S-corp net income (less loss) 210
Partnership/S-corp net income (less loss) amount $4,464,000
Number of returns with total statutory adjustments 1,050
Total statutory adjustments amount $3,567,000
Number of returns with educator expenses 210
Educator expenses amount $54,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $467,000
Number of returns with IRA payments 100
IRA payments amount $525,000
Number of returns with student loan interest deduction 420
Student loan interest deduction amount $467,000
Number of returns with tuition and fees deduction 70
Tuition and fees deduction amount $145,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 2,630
Total itemized deductions amount $72,181,000
Amount of AGI for itemized returns $361,815,000
Number of returns with State and local income taxes 2,540
State and local income taxes amount $16,396,000
Number of returns with State and local general sales tax 90
State and local general sales tax amount $200,000
Number of returns with real estate taxes 2,530
Real estate taxes amount $9,752,000
Number of returns with taxes paid 2,630
Taxes paid amount $28,100,000
Number of returns with mortgage interest paid 2,440
Mortgage interest paid amount $24,496,000
Number of returns with contributions 2,350
Contributions amount $12,654,000
Number of returns with taxable income 2,960
Taxable income amount $294,306,000
Number of returns with income tax before credits 2,960
Income tax before credits amount $50,419,000
Number of returns with alternative minimum tax 70
Alternative minimum tax amount $132,000
Number of returns with total tax credits 1,290
Total tax credits amount $1,575,000
Number of returns with foreign tax credit 300
Foreign tax credit amount $30,000
Number of returns with child and dependent care credit 390
Child and dependent care credit amount $249,000
Number of returns with nonrefundable education credit 330
Nonrefundable education credit amount $428,000
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 $771,000
Number of returns with residential energy tax credit 90
Residential energy tax credit amount $42,000
Number of returns with self-employment tax 320
Self-employment tax amount $1,092,000
Number of returns with total tax payments 2,960
Total tax payments amount $53,535,000
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 290
Refundable education credit amount $261,000
Number of returns with income tax 2,960
Income tax amount [10] $48,844,000
Number of returns with tax liability 2,960
Total tax liability amount [11] $50,340,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,060
Tax due at time of filing amount [12] $4,103,000
Number of returns with overpayments refunded 1,870
Overpayments refunded amount [13] $7,039,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $133,000

Adjusted Gross Income: $200,000 or more

Number of returns 790
Number of single returns 40
Number of joint returns 740
Number of head of household returns 0
Number of returns with paid preparer's signature 490
Number of exemptions 2,280
Number of dependents 750
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 0
Number of elderly returns [4] 240
Adjust gross income (AGI) [5] $295,056,000
Number of returns with total income 790
Salaries and wages amount $299,846,000
Number of returns with salaries and wages 740
Salaries and wages amount $190,341
Number of returns with taxable interest 580
Taxable interest amount $1,904
Number of returns with ordinary dividends 510
Ordinary dividends amount $5,758,000
Number of returns with qualified dividends 490
Qualified dividends amount [6] $4,325
Number of returns with state and local income tax refunds 430
State and local income tax refunds amount $1,198
Number of returns with business or professional net income (less loss) 180
Business or professional net income (less loss) amount $9,185,000
Number of returns with net capital gain (less loss) 470
Net capital gain (less loss) amount $20,838,000
Number of returns with taxable individual retirement arrangements distributions 140
Taxable individual retirement arrangements distributions amount $6,103,000
Number of returns with taxable pensions and annuities 310
Taxable pensions and annuities amount $18,944,000
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 130
Taxable Social Security benefits amount $3,621,000
Number of returns with partnership/S-corp net income (less loss) 220
Partnership/S-corp net income (less loss) amount $35,692,000
Number of returns with total statutory adjustments 270
Total statutory adjustments amount $4,790,000
Number of returns with educator expenses 30
Educator expenses amount $7,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $1,756,000
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $1,005,000
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 770
Total itemized deductions amount $40,489,000
Amount of AGI for itemized returns $290,386,000
Number of returns with State and local income taxes 750
State and local income taxes amount $14,744,000
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 750
Real estate taxes amount $5,205,000
Number of returns with taxes paid 770
Taxes paid amount $20,872,000
Number of returns with mortgage interest paid 670
Mortgage interest paid amount $9,694,000
Number of returns with contributions 730
Contributions amount $9,393,000
Number of returns with taxable income 790
Taxable income amount $247,432,000
Number of returns with income tax before credits 790
Income tax before credits amount $64,880,000
Number of returns with alternative minimum tax 360
Alternative minimum tax amount $1,689,000
Number of returns with total tax credits 340
Total tax credits amount $360,000
Number of returns with foreign tax credit 250
Foreign tax credit amount $79,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $61,000
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 20
Residential energy tax credit amount $6,000
Number of returns with self-employment tax 170
Self-employment tax amount $1,552,000
Number of returns with total tax payments 780
Total tax payments amount $66,747,000
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 790
Income tax amount [10] $64,520,000
Number of returns with tax liability 790
Total tax liability amount [11] $67,285,000
Number of returns with net investment income tax 380
Net investment income tax $531,000
Number of returns with tax due at time of filing 410
Tax due at time of filing amount [12] $6,193,000
Number of returns with overpayments refunded 310
Overpayments refunded amount [13] $3,323,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $2,064,000

[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.