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ZIP Code Database - Facts & Stats

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ZIP Code 23502 Income Tax Stats

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

ZIP Code 23502 Data

Zip Code:23502
City:Norfolk
State:VA [Virginia]
Counties: NORFOLK CITY, VA
City Alias(es):Norfolk
Area Code:757
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


23502 Income Tax Overview

Total Number of Tax Returns for ZIP Code 23502 [1] 9,760
Total Number of Single Tax Returns for ZIP Code 23502 2,460
Total Number of Joint Tax Returns for ZIP Code 23502 2,530
Total Number of Dependents for ZIP Code 23502 5,230
Total Adjusted Gross Income for ZIP Code 23502 $410,740,000
Average Income per Person for ZIP Code 23502 $19,864
Average Income per Household for ZIP Code 23502 $42,084

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


Adjusted Gross Income: 1 under $25,000

Number of returns 4,080
Number of single returns 2,580
Number of joint returns 320
Number of head of household returns 1,050
Number of returns with paid preparer's signature 1,260
Number of exemptions 6,080
Number of dependents 2,030
Total number of volunteer prepared returns [5] 150
Number of volunteer income tax assistance (VITA) prepared returns [3] 30
Number of tax counseling for the elderly (TCE) prepared returns [3] 120
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 1,220
Number of elderly returns [4] 710
Adjust gross income (AGI) [5] $56,512,000
Number of returns with total income 4,080
Salaries and wages amount $57,213,000
Number of returns with salaries and wages 3,440
Salaries and wages amount $47,278
Number of returns with taxable interest 310
Taxable interest amount $174
Number of returns with ordinary dividends 160
Ordinary dividends amount $196,000
Number of returns with qualified dividends 140
Qualified dividends amount [6] $133
Number of returns with state and local income tax refunds 80
State and local income tax refunds amount $47
Number of returns with business or professional net income (less loss) 600
Business or professional net income (less loss) amount $2,851,000
Number of returns with net capital gain (less loss) 110
Net capital gain (less loss) amount $192,000
Number of returns with taxable individual retirement arrangements distributions 130
Taxable individual retirement arrangements distributions amount $771,000
Number of returns with taxable pensions and annuities 470
Taxable pensions and annuities amount $5,065,000
Number of farm returns 0
Number of returns with unemployment compensation 130
Unemployment compensation amount [7] $378,000
Number of returns with taxable Social Security benefits 160
Taxable Social Security benefits amount $293,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount ($68,000)
Number of returns with total statutory adjustments 610
Total statutory adjustments amount $701,000
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 20
Self-employment health insurance deduction amount $45,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 110
Student loan interest deduction amount $104,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $74,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 270
Total itemized deductions amount $3,729,000
Amount of AGI for itemized returns $4,344,000
Number of returns with State and local income taxes 160
State and local income taxes amount $121,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $30,000
Number of returns with real estate taxes 170
Real estate taxes amount $502,000
Number of returns with taxes paid 250
Taxes paid amount $720,000
Number of returns with mortgage interest paid 150
Mortgage interest paid amount $953,000
Number of returns with contributions 170
Contributions amount $391,000
Number of returns with taxable income 1,980
Taxable income amount $11,846,000
Number of returns with income tax before credits 1,990
Income tax before credits amount $1,265,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 690
Total tax credits amount $224,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $22,000
Number of returns with nonrefundable education credit 150
Nonrefundable education credit amount $82,000
Number of returns with retirement savings contribution credit 310
Retirement savings contribution credit amount $51,000
Number of returns with child tax credit 190
Child tax credit amount $65,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 450
Self-employment tax amount $604,000
Number of returns with total tax payments 3,880
Total tax payments amount $10,053,000
Number of returns with earned income credit 1,840
Earned income credit amount [8] $4,719,000
Number of returns with excess earned income credit 1,670
Excess earned income credit (refundable) amount [9] $4,265,000
Number of returns with additional child tax credit 1,050
Additional child tax credit amount $1,266,000
Number of returns with refundable education credit 330
Refundable education credit amount $294,000
Number of returns with income tax 1,550
Income tax amount [10] $1,042,000
Number of returns with tax liability 1,990
Total tax liability amount [11] $1,733,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 310
Tax due at time of filing amount [12] $238,000
Number of returns with overpayments refunded 3,650
Overpayments refunded amount [13] $8,542,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $36,000

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

Number of returns 2,980
Number of single returns 1,490
Number of joint returns 630
Number of head of household returns 720
Number of returns with paid preparer's signature 970
Number of exemptions 5,330
Number of dependents 1,720
Total number of volunteer prepared returns [5] 70
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 70
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 790
Number of elderly returns [4] 580
Adjust gross income (AGI) [5] $106,610,000
Number of returns with total income 2,980
Salaries and wages amount $107,543,000
Number of returns with salaries and wages 2,680
Salaries and wages amount $91,673
Number of returns with taxable interest 390
Taxable interest amount $202
Number of returns with ordinary dividends 210
Ordinary dividends amount $367,000
Number of returns with qualified dividends 180
Qualified dividends amount [6] $268
Number of returns with state and local income tax refunds 330
State and local income tax refunds amount $213
Number of returns with business or professional net income (less loss) 300
Business or professional net income (less loss) amount $570,000
Number of returns with net capital gain (less loss) 150
Net capital gain (less loss) amount $358,000
Number of returns with taxable individual retirement arrangements distributions 150
Taxable individual retirement arrangements distributions amount $1,141,000
Number of returns with taxable pensions and annuities 540
Taxable pensions and annuities amount $10,075,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $273,000
Number of returns with taxable Social Security benefits 400
Taxable Social Security benefits amount $2,668,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $46,000
Number of returns with total statutory adjustments 550
Total statutory adjustments amount $933,000
Number of returns with educator expenses 70
Educator expenses amount $17,000
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 $67,000
Number of returns with IRA payments 60
IRA payments amount $163,000
Number of returns with student loan interest deduction 290
Student loan interest deduction amount $255,000
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 730
Total itemized deductions amount $11,700,000
Amount of AGI for itemized returns $27,468,000
Number of returns with State and local income taxes 630
State and local income taxes amount $1,000,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $47,000
Number of returns with real estate taxes 500
Real estate taxes amount $1,197,000
Number of returns with taxes paid 720
Taxes paid amount $2,488,000
Number of returns with mortgage interest paid 470
Mortgage interest paid amount $2,859,000
Number of returns with contributions 560
Contributions amount $1,902,000
Number of returns with taxable income 2,880
Taxable income amount $54,699,000
Number of returns with income tax before credits 2,880
Income tax before credits amount $6,750,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,300
Total tax credits amount $1,101,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 240
Child and dependent care credit amount $141,000
Number of returns with nonrefundable education credit 260
Nonrefundable education credit amount $250,000
Number of returns with retirement savings contribution credit 590
Retirement savings contribution credit amount $108,000
Number of returns with child tax credit 650
Child tax credit amount $571,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $23,000
Number of returns with self-employment tax 140
Self-employment tax amount $294,000
Number of returns with total tax payments 2,950
Total tax payments amount $12,164,000
Number of returns with earned income credit 780
Earned income credit amount [8] $1,535,000
Number of returns with excess earned income credit 660
Excess earned income credit (refundable) amount [9] $1,340,000
Number of returns with additional child tax credit 540
Additional child tax credit amount $679,000
Number of returns with refundable education credit 190
Refundable education credit amount $164,000
Number of returns with income tax 2,330
Income tax amount [10] $5,649,000
Number of returns with tax liability 2,430
Total tax liability amount [11] $6,075,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 430
Tax due at time of filing amount [12] $549,000
Number of returns with overpayments refunded 2,540
Overpayments refunded amount [13] $6,598,000
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 1,340
Number of single returns 520
Number of joint returns 580
Number of head of household returns 180
Number of returns with paid preparer's signature 570
Number of exemptions 2,630
Number of dependents 710
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] 240
Number of elderly returns [4] 410
Adjust gross income (AGI) [5] $81,200,000
Number of returns with total income 1,340
Salaries and wages amount $81,863,000
Number of returns with salaries and wages 1,140
Salaries and wages amount $61,945
Number of returns with taxable interest 350
Taxable interest amount $351
Number of returns with ordinary dividends 190
Ordinary dividends amount $445,000
Number of returns with qualified dividends 180
Qualified dividends amount [6] $339
Number of returns with state and local income tax refunds 370
State and local income tax refunds amount $280
Number of returns with business or professional net income (less loss) 160
Business or professional net income (less loss) amount $764,000
Number of returns with net capital gain (less loss) 140
Net capital gain (less loss) amount $346,000
Number of returns with taxable individual retirement arrangements distributions 130
Taxable individual retirement arrangements distributions amount $1,085,000
Number of returns with taxable pensions and annuities 430
Taxable pensions and annuities amount $11,686,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $147,000
Number of returns with taxable Social Security benefits 300
Taxable Social Security benefits amount $4,454,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $409,000
Number of returns with total statutory adjustments 320
Total statutory adjustments amount $663,000
Number of returns with educator expenses 40
Educator expenses amount $10,000
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 $157,000
Number of returns with IRA payments 30
IRA payments amount $115,000
Number of returns with student loan interest deduction 150
Student loan interest deduction amount $166,000
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 610
Total itemized deductions amount $11,061,000
Amount of AGI for itemized returns $37,182,000
Number of returns with State and local income taxes 560
State and local income taxes amount $1,543,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $34,000
Number of returns with real estate taxes 520
Real estate taxes amount $1,269,000
Number of returns with taxes paid 610
Taxes paid amount $3,086,000
Number of returns with mortgage interest paid 460
Mortgage interest paid amount $3,024,000
Number of returns with contributions 500
Contributions amount $2,132,000
Number of returns with taxable income 1,330
Taxable income amount $52,072,000
Number of returns with income tax before credits 1,330
Income tax before credits amount $7,389,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 500
Total tax credits amount $681,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $42,000
Number of returns with nonrefundable education credit 140
Nonrefundable education credit amount $168,000
Number of returns with retirement savings contribution credit 130
Retirement savings contribution credit amount $20,000
Number of returns with child tax credit 290
Child tax credit amount $409,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $12,000
Number of returns with self-employment tax 100
Self-employment tax amount $207,000
Number of returns with total tax payments 1,330
Total tax payments amount $9,248,000
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 50
Additional child tax credit amount $70,000
Number of returns with refundable education credit 100
Refundable education credit amount $88,000
Number of returns with income tax 1,270
Income tax amount [10] $6,708,000
Number of returns with tax liability 1,290
Total tax liability amount [11] $6,981,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 310
Tax due at time of filing amount [12] $601,000
Number of returns with overpayments refunded 1,010
Overpayments refunded amount [13] $2,832,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $41,000

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

Number of returns 630
Number of single returns 160
Number of joint returns 420
Number of head of household returns 40
Number of returns with paid preparer's signature 290
Number of exemptions 1,410
Number of dependents 360
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] 90
Number of elderly returns [4] 210
Adjust gross income (AGI) [5] $54,532,000
Number of returns with total income 630
Salaries and wages amount $54,940,000
Number of returns with salaries and wages 560
Salaries and wages amount $40,461
Number of returns with taxable interest 230
Taxable interest amount $200
Number of returns with ordinary dividends 150
Ordinary dividends amount $445,000
Number of returns with qualified dividends 140
Qualified dividends amount [6] $338
Number of returns with state and local income tax refunds 260
State and local income tax refunds amount $211
Number of returns with business or professional net income (less loss) 100
Business or professional net income (less loss) amount $747,000
Number of returns with net capital gain (less loss) 110
Net capital gain (less loss) amount $553,000
Number of returns with taxable individual retirement arrangements distributions 80
Taxable individual retirement arrangements distributions amount $1,037,000
Number of returns with taxable pensions and annuities 240
Taxable pensions and annuities amount $7,173,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $95,000
Number of returns with taxable Social Security benefits 170
Taxable Social Security benefits amount $3,275,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $616,000
Number of returns with total statutory adjustments 180
Total statutory adjustments amount $408,000
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 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 70
Student loan interest deduction amount $83,000
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 390
Total itemized deductions amount $8,116,000
Amount of AGI for itemized returns $33,242,000
Number of returns with State and local income taxes 370
State and local income taxes amount $1,402,000
Number of returns with State and local general sales tax 20
State and local general sales tax amount $32,000
Number of returns with real estate taxes 340
Real estate taxes amount $906,000
Number of returns with taxes paid 390
Taxes paid amount $2,515,000
Number of returns with mortgage interest paid 320
Mortgage interest paid amount $2,322,000
Number of returns with contributions 320
Contributions amount $1,578,000
Number of returns with taxable income 630
Taxable income amount $37,720,000
Number of returns with income tax before credits 630
Income tax before credits amount $5,575,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 230
Total tax credits amount $359,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $28,000
Number of returns with nonrefundable education credit 60
Nonrefundable education credit amount $79,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 150
Child tax credit amount $240,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $7,000
Number of returns with self-employment tax 70
Self-employment tax amount $166,000
Number of returns with total tax payments 630
Total tax payments amount $6,371,000
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 40
Refundable education credit amount $42,000
Number of returns with income tax 630
Income tax amount [10] $5,216,000
Number of returns with tax liability 630
Total tax liability amount [11] $5,425,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 180
Tax due at time of filing amount [12] $481,000
Number of returns with overpayments refunded 450
Overpayments refunded amount [13] $1,390,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 650
Number of single returns 120
Number of joint returns 510
Number of head of household returns 30
Number of returns with paid preparer's signature 320
Number of exemptions 1,510
Number of dependents 350
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] 40
Number of elderly returns [4] 230
Adjust gross income (AGI) [5] $82,954,000
Number of returns with total income 650
Salaries and wages amount $83,523,000
Number of returns with salaries and wages 580
Salaries and wages amount $60,064
Number of returns with taxable interest 290
Taxable interest amount $200
Number of returns with ordinary dividends 210
Ordinary dividends amount $1,003,000
Number of returns with qualified dividends 200
Qualified dividends amount [6] $698
Number of returns with state and local income tax refunds 300
State and local income tax refunds amount $267
Number of returns with business or professional net income (less loss) 130
Business or professional net income (less loss) amount $1,815,000
Number of returns with net capital gain (less loss) 170
Net capital gain (less loss) amount $1,846,000
Number of returns with taxable individual retirement arrangements distributions 100
Taxable individual retirement arrangements distributions amount $1,592,000
Number of returns with taxable pensions and annuities 270
Taxable pensions and annuities amount $11,091,000
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 170
Taxable Social Security benefits amount $3,931,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $2,041,000
Number of returns with total statutory adjustments 210
Total statutory adjustments amount $569,000
Number of returns with educator expenses 40
Educator expenses amount $10,000
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 $237,000
Number of returns with IRA payments 20
IRA payments amount $88,000
Number of returns with student loan interest deduction 80
Student loan interest deduction amount $103,000
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 500
Total itemized deductions amount $12,263,000
Amount of AGI for itemized returns $65,397,000
Number of returns with State and local income taxes 490
State and local income taxes amount $3,051,000
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 470
Real estate taxes amount $1,442,000
Number of returns with taxes paid 500
Taxes paid amount $4,796,000
Number of returns with mortgage interest paid 430
Mortgage interest paid amount $3,479,000
Number of returns with contributions 440
Contributions amount $2,342,000
Number of returns with taxable income 650
Taxable income amount $62,774,000
Number of returns with income tax before credits 650
Income tax before credits amount $10,659,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 220
Total tax credits amount $247,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $8,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $28,000
Number of returns with nonrefundable education credit 50
Nonrefundable education credit amount $72,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 80
Child tax credit amount $108,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $24,000
Number of returns with self-employment tax 90
Self-employment tax amount $333,000
Number of returns with total tax payments 640
Total tax payments amount $11,200,000
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 50
Refundable education credit amount $42,000
Number of returns with income tax 650
Income tax amount [10] $10,412,000
Number of returns with tax liability 650
Total tax liability amount [11] $10,744,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 270
Tax due at time of filing amount [12] $1,221,000
Number of returns with overpayments refunded 360
Overpayments refunded amount [13] $1,334,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $524,000

Adjusted Gross Income: $200,000 or more

Number of returns 80
Number of single returns 0
Number of joint returns 70
Number of head of household returns 0
Number of returns with paid preparer's signature 60
Number of exemptions 200
Number of dependents 60
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] 40
Adjust gross income (AGI) [5] $28,932,000
Number of returns with total income 80
Salaries and wages amount $29,562,000
Number of returns with salaries and wages 80
Salaries and wages amount $15,207
Number of returns with taxable interest 60
Taxable interest amount $87
Number of returns with ordinary dividends 50
Ordinary dividends amount $1,009,000
Number of returns with qualified dividends 40
Qualified dividends amount [6] $873
Number of returns with state and local income tax refunds 40
State and local income tax refunds amount $230
Number of returns with business or professional net income (less loss) 0
Business or professional net income (less loss) amount $0
Number of returns with net capital gain (less loss) 50
Net capital gain (less loss) amount $1,575,000
Number of returns with taxable individual retirement arrangements distributions 20
Taxable individual retirement arrangements distributions amount $1,359,000
Number of returns with taxable pensions and annuities 30
Taxable pensions and annuities amount $2,171,000
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 0
Taxable Social Security benefits amount $0
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $5,669,000
Number of returns with total statutory adjustments 30
Total statutory adjustments amount $630,000
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 0
Self-employment health insurance deduction amount $0
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 80
Total itemized deductions amount $4,131,000
Amount of AGI for itemized returns $28,932,000
Number of returns with State and local income taxes 80
State and local income taxes amount $1,749,000
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 80
Real estate taxes amount $580,000
Number of returns with taxes paid 80
Taxes paid amount $2,419,000
Number of returns with mortgage interest paid 60
Mortgage interest paid amount $832,000
Number of returns with contributions 80
Contributions amount $810,000
Number of returns with taxable income 80
Taxable income amount $24,180,000
Number of returns with income tax before credits 80
Income tax before credits amount $6,329,000
Number of returns with alternative minimum tax 50
Alternative minimum tax amount $257,000
Number of returns with total tax credits 30
Total tax credits amount $34,000
Number of returns with foreign tax credit 20
Foreign tax credit amount $11,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 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 0
Self-employment tax amount $0
Number of returns with total tax payments 80
Total tax payments amount $6,507,000
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 80
Income tax amount [10] $6,295,000
Number of returns with tax liability 80
Total tax liability amount [11] $6,563,000
Number of returns with net investment income tax 40
Net investment income tax $76,000
Number of returns with tax due at time of filing 40
Tax due at time of filing amount [12] $915,000
Number of returns with overpayments refunded 30
Overpayments refunded amount [13] $250,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

[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.