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ZIP Code Database - Facts & Stats

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ZIP Code 23508 Income Tax Stats

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

ZIP Code 23508 Data

Zip Code:23508
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]


23508 Income Tax Overview

Total Number of Tax Returns for ZIP Code 23508 [1] 6,600
Total Number of Single Tax Returns for ZIP Code 23508 1,700
Total Number of Joint Tax Returns for ZIP Code 23508 2,050
Total Number of Dependents for ZIP Code 23508 3,450
Total Adjusted Gross Income for ZIP Code 23508 $495,502,000
Average Income per Person for ZIP Code 23508 $24,454
Average Income per Household for ZIP Code 23508 $75,076

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 2,780
Number of single returns 2,170
Number of joint returns 110
Number of head of household returns 460
Number of returns with paid preparer's signature 670
Number of exemptions 3,260
Number of dependents 900
Total number of volunteer prepared returns [5] 80
Number of volunteer income tax assistance (VITA) prepared returns [3] 20
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] 690
Number of elderly returns [4] 270
Adjust gross income (AGI) [5] $33,349,000
Number of returns with total income 2,780
Salaries and wages amount $33,944,000
Number of returns with salaries and wages 2,480
Salaries and wages amount $29,779
Number of returns with taxable interest 220
Taxable interest amount $64
Number of returns with ordinary dividends 190
Ordinary dividends amount $281,000
Number of returns with qualified dividends 180
Qualified dividends amount [6] $216
Number of returns with state and local income tax refunds 30
State and local income tax refunds amount $19
Number of returns with business or professional net income (less loss) 350
Business or professional net income (less loss) amount $1,321,000
Number of returns with net capital gain (less loss) 160
Net capital gain (less loss) amount $403,000
Number of returns with taxable individual retirement arrangements distributions 60
Taxable individual retirement arrangements distributions amount $322,000
Number of returns with taxable pensions and annuities 180
Taxable pensions and annuities amount $1,592,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $175,000
Number of returns with taxable Social Security benefits 50
Taxable Social Security benefits amount $82,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $105,000
Number of returns with total statutory adjustments 440
Total statutory adjustments amount $595,000
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 30
Self-employment health insurance deduction amount $72,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 120
Student loan interest deduction amount $123,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $176,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 120
Total itemized deductions amount $1,592,000
Amount of AGI for itemized returns $1,831,000
Number of returns with State and local income taxes 70
State and local income taxes amount $50,000
Number of returns with State and local general sales tax 20
State and local general sales tax amount $13,000
Number of returns with real estate taxes 70
Real estate taxes amount $194,000
Number of returns with taxes paid 110
Taxes paid amount $314,000
Number of returns with mortgage interest paid 60
Mortgage interest paid amount $314,000
Number of returns with contributions 80
Contributions amount $177,000
Number of returns with taxable income 1,350
Taxable income amount $7,903,000
Number of returns with income tax before credits 1,330
Income tax before credits amount $839,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 440
Total tax credits amount $153,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 200
Nonrefundable education credit amount $109,000
Number of returns with retirement savings contribution credit 140
Retirement savings contribution credit amount $18,000
Number of returns with child tax credit 60
Child tax credit amount $18,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 260
Self-employment tax amount $282,000
Number of returns with total tax payments 2,610
Total tax payments amount $5,138,000
Number of returns with earned income credit 930
Earned income credit amount [8] $2,070,000
Number of returns with excess earned income credit 820
Excess earned income credit (refundable) amount [9] $1,874,000
Number of returns with additional child tax credit 430
Additional child tax credit amount $509,000
Number of returns with refundable education credit 290
Refundable education credit amount $253,000
Number of returns with income tax 1,080
Income tax amount [10] $686,000
Number of returns with tax liability 1,310
Total tax liability amount [11] $1,017,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 230
Tax due at time of filing amount [12] $158,000
Number of returns with overpayments refunded 2,450
Overpayments refunded amount [13] $4,269,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 1,240
Number of single returns 790
Number of joint returns 190
Number of head of household returns 210
Number of returns with paid preparer's signature 380
Number of exemptions 1,930
Number of dependents 520
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] 290
Number of elderly returns [4] 190
Adjust gross income (AGI) [5] $45,080,000
Number of returns with total income 1,240
Salaries and wages amount $45,629,000
Number of returns with salaries and wages 1,120
Salaries and wages amount $39,184
Number of returns with taxable interest 200
Taxable interest amount $103
Number of returns with ordinary dividends 150
Ordinary dividends amount $408,000
Number of returns with qualified dividends 140
Qualified dividends amount [6] $306
Number of returns with state and local income tax refunds 120
State and local income tax refunds amount $97
Number of returns with business or professional net income (less loss) 130
Business or professional net income (less loss) amount $748,000
Number of returns with net capital gain (less loss) 130
Net capital gain (less loss) amount $372,000
Number of returns with taxable individual retirement arrangements distributions 60
Taxable individual retirement arrangements distributions amount $524,000
Number of returns with taxable pensions and annuities 180
Taxable pensions and annuities amount $3,131,000
Number of farm returns 0
Number of returns with unemployment compensation 20
Unemployment compensation amount [7] $94,000
Number of returns with taxable Social Security benefits 120
Taxable Social Security benefits amount $926,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $104,000
Number of returns with total statutory adjustments 320
Total statutory adjustments amount $549,000
Number of returns with educator expenses 50
Educator expenses amount $12,000
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 30
IRA payments amount $91,000
Number of returns with student loan interest deduction 180
Student loan interest deduction amount $216,000
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 280
Total itemized deductions amount $4,537,000
Amount of AGI for itemized returns $11,000,000
Number of returns with State and local income taxes 230
State and local income taxes amount $414,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $32,000
Number of returns with real estate taxes 200
Real estate taxes amount $518,000
Number of returns with taxes paid 280
Taxes paid amount $1,071,000
Number of returns with mortgage interest paid 170
Mortgage interest paid amount $1,071,000
Number of returns with contributions 210
Contributions amount $596,000
Number of returns with taxable income 1,200
Taxable income amount $25,445,000
Number of returns with income tax before credits 1,190
Income tax before credits amount $3,201,000
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 $373,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $38,000
Number of returns with nonrefundable education credit 130
Nonrefundable education credit amount $139,000
Number of returns with retirement savings contribution credit 190
Retirement savings contribution credit amount $32,000
Number of returns with child tax credit 170
Child tax credit amount $157,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $7,000
Number of returns with self-employment tax 90
Self-employment tax amount $156,000
Number of returns with total tax payments 1,220
Total tax payments amount $5,164,000
Number of returns with earned income credit 200
Earned income credit amount [8] $444,000
Number of returns with excess earned income credit 170
Excess earned income credit (refundable) amount [9] $376,000
Number of returns with additional child tax credit 150
Additional child tax credit amount $209,000
Number of returns with refundable education credit 80
Refundable education credit amount $74,000
Number of returns with income tax 1,040
Income tax amount [10] $2,828,000
Number of returns with tax liability 1,080
Total tax liability amount [11] $3,037,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 190
Tax due at time of filing amount [12] $257,000
Number of returns with overpayments refunded 1,040
Overpayments refunded amount [13] $2,358,000
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 660
Number of single returns 310
Number of joint returns 230
Number of head of household returns 80
Number of returns with paid preparer's signature 260
Number of exemptions 1,210
Number of dependents 320
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] 100
Number of elderly returns [4] 150
Adjust gross income (AGI) [5] $40,666,000
Number of returns with total income 660
Salaries and wages amount $41,231,000
Number of returns with salaries and wages 580
Salaries and wages amount $33,059
Number of returns with taxable interest 220
Taxable interest amount $144
Number of returns with ordinary dividends 180
Ordinary dividends amount $783,000
Number of returns with qualified dividends 170
Qualified dividends amount [6] $563
Number of returns with state and local income tax refunds 150
State and local income tax refunds amount $129
Number of returns with business or professional net income (less loss) 110
Business or professional net income (less loss) amount $393,000
Number of returns with net capital gain (less loss) 150
Net capital gain (less loss) amount $535,000
Number of returns with taxable individual retirement arrangements distributions 60
Taxable individual retirement arrangements distributions amount $661,000
Number of returns with taxable pensions and annuities 140
Taxable pensions and annuities amount $3,492,000
Number of farm returns 0
Number of returns with unemployment compensation 20
Unemployment compensation amount [7] $105,000
Number of returns with taxable Social Security benefits 110
Taxable Social Security benefits amount $1,596,000
Number of returns with partnership/S-corp net income (less loss) 20
Partnership/S-corp net income (less loss) amount $161,000
Number of returns with total statutory adjustments 240
Total statutory adjustments amount $565,000
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 30
Self-employment health insurance deduction amount $206,000
Number of returns with IRA payments 30
IRA payments amount $154,000
Number of returns with student loan interest deduction 130
Student loan interest deduction amount $164,000
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 300
Total itemized deductions amount $5,089,000
Amount of AGI for itemized returns $18,548,000
Number of returns with State and local income taxes 260
State and local income taxes amount $742,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $23,000
Number of returns with real estate taxes 260
Real estate taxes amount $786,000
Number of returns with taxes paid 300
Taxes paid amount $1,617,000
Number of returns with mortgage interest paid 220
Mortgage interest paid amount $1,567,000
Number of returns with contributions 230
Contributions amount $701,000
Number of returns with taxable income 660
Taxable income amount $27,188,000
Number of returns with income tax before credits 660
Income tax before credits amount $3,854,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 280
Total tax credits amount $343,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $6,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $23,000
Number of returns with nonrefundable education credit 50
Nonrefundable education credit amount $59,000
Number of returns with retirement savings contribution credit 60
Retirement savings contribution credit amount $11,000
Number of returns with child tax credit 150
Child tax credit amount $230,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 80
Self-employment tax amount $164,000
Number of returns with total tax payments 650
Total tax payments amount $4,761,000
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 $29,000
Number of returns with refundable education credit 30
Refundable education credit amount $29,000
Number of returns with income tax 630
Income tax amount [10] $3,511,000
Number of returns with tax liability 640
Total tax liability amount [11] $3,720,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 140
Tax due at time of filing amount [12] $341,000
Number of returns with overpayments refunded 510
Overpayments refunded amount [13] $1,352,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $91,000

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

Number of returns 500
Number of single returns 150
Number of joint returns 300
Number of head of household returns 40
Number of returns with paid preparer's signature 200
Number of exemptions 1,150
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] 50
Number of elderly returns [4] 140
Adjust gross income (AGI) [5] $43,784,000
Number of returns with total income 500
Salaries and wages amount $44,354,000
Number of returns with salaries and wages 430
Salaries and wages amount $33,173
Number of returns with taxable interest 230
Taxable interest amount $182
Number of returns with ordinary dividends 200
Ordinary dividends amount $1,093,000
Number of returns with qualified dividends 190
Qualified dividends amount [6] $872
Number of returns with state and local income tax refunds 180
State and local income tax refunds amount $154
Number of returns with business or professional net income (less loss) 100
Business or professional net income (less loss) amount $1,113,000
Number of returns with net capital gain (less loss) 170
Net capital gain (less loss) amount $888,000
Number of returns with taxable individual retirement arrangements distributions 80
Taxable individual retirement arrangements distributions amount $981,000
Number of returns with taxable pensions and annuities 120
Taxable pensions and annuities amount $4,024,000
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 110
Taxable Social Security benefits amount $2,267,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $494,000
Number of returns with total statutory adjustments 180
Total statutory adjustments amount $570,000
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 90
Student loan interest deduction amount $131,000
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 330
Total itemized deductions amount $7,051,000
Amount of AGI for itemized returns $28,929,000
Number of returns with State and local income taxes 280
State and local income taxes amount $1,169,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $36,000
Number of returns with real estate taxes 300
Real estate taxes amount $1,111,000
Number of returns with taxes paid 330
Taxes paid amount $2,415,000
Number of returns with mortgage interest paid 260
Mortgage interest paid amount $2,148,000
Number of returns with contributions 280
Contributions amount $1,064,000
Number of returns with taxable income 500
Taxable income amount $30,226,000
Number of returns with income tax before credits 500
Income tax before credits amount $4,535,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 240
Total tax credits amount $372,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $29,000
Number of returns with nonrefundable education credit 50
Nonrefundable education credit amount $63,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 160
Child tax credit amount $248,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 70
Self-employment tax amount $207,000
Number of returns with total tax payments 490
Total tax payments amount $5,326,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 30
Refundable education credit amount $27,000
Number of returns with income tax 490
Income tax amount [10] $4,163,000
Number of returns with tax liability 490
Total tax liability amount [11] $4,401,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 140
Tax due at time of filing amount [12] $377,000
Number of returns with overpayments refunded 350
Overpayments refunded amount [13] $1,256,000
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 1,000
Number of single returns 120
Number of joint returns 840
Number of head of household returns 30
Number of returns with paid preparer's signature 460
Number of exemptions 2,760
Number of dependents 920
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] 60
Number of elderly returns [4] 310
Adjust gross income (AGI) [5] $139,432,000
Number of returns with total income 1,000
Salaries and wages amount $141,061,000
Number of returns with salaries and wages 890
Salaries and wages amount $103,384
Number of returns with taxable interest 600
Taxable interest amount $617
Number of returns with ordinary dividends 540
Ordinary dividends amount $3,216,000
Number of returns with qualified dividends 520
Qualified dividends amount [6] $2,369
Number of returns with state and local income tax refunds 500
State and local income tax refunds amount $499
Number of returns with business or professional net income (less loss) 230
Business or professional net income (less loss) amount $2,602,000
Number of returns with net capital gain (less loss) 480
Net capital gain (less loss) amount $4,143,000
Number of returns with taxable individual retirement arrangements distributions 170
Taxable individual retirement arrangements distributions amount $4,011,000
Number of returns with taxable pensions and annuities 300
Taxable pensions and annuities amount $13,077,000
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 210
Taxable Social Security benefits amount $5,547,000
Number of returns with partnership/S-corp net income (less loss) 130
Partnership/S-corp net income (less loss) amount $3,322,000
Number of returns with total statutory adjustments 440
Total statutory adjustments amount $1,629,000
Number of returns with educator expenses 90
Educator expenses amount $24,000
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 $358,000
Number of returns with IRA payments 40
IRA payments amount $229,000
Number of returns with student loan interest deduction 160
Student loan interest deduction amount $175,000
Number of returns with tuition and fees deduction 40
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 830
Total itemized deductions amount $21,633,000
Amount of AGI for itemized returns $117,925,000
Number of returns with State and local income taxes 750
State and local income taxes amount $4,868,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $134,000
Number of returns with real estate taxes 790
Real estate taxes amount $3,466,000
Number of returns with taxes paid 830
Taxes paid amount $8,819,000
Number of returns with mortgage interest paid 700
Mortgage interest paid amount $6,848,000
Number of returns with contributions 740
Contributions amount $3,538,000
Number of returns with taxable income 1,000
Taxable income amount $104,404,000
Number of returns with income tax before credits 1,000
Income tax before credits amount $17,783,000
Number of returns with alternative minimum tax 20
Alternative minimum tax amount $23,000
Number of returns with total tax credits 570
Total tax credits amount $664,000
Number of returns with foreign tax credit 260
Foreign tax credit amount $44,000
Number of returns with child and dependent care credit 170
Child and dependent care credit amount $109,000
Number of returns with nonrefundable education credit 90
Nonrefundable education credit amount $116,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 210
Child tax credit amount $279,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $10,000
Number of returns with self-employment tax 180
Self-employment tax amount $570,000
Number of returns with total tax payments 1,000
Total tax payments amount $19,016,000
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 80
Refundable education credit amount $71,000
Number of returns with income tax 990
Income tax amount [10] $17,119,000
Number of returns with tax liability 1,000
Total tax liability amount [11] $17,771,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 370
Tax due at time of filing amount [12] $1,461,000
Number of returns with overpayments refunded 580
Overpayments refunded amount [13] $2,439,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $253,000

Adjusted Gross Income: $200,000 or more

Number of returns 420
Number of single returns 30
Number of joint returns 380
Number of head of household returns 0
Number of returns with paid preparer's signature 290
Number of exemptions 1,240
Number of dependents 440
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] 150
Adjust gross income (AGI) [5] $193,191,000
Number of returns with total income 420
Salaries and wages amount $197,321,000
Number of returns with salaries and wages 370
Salaries and wages amount $97,271
Number of returns with taxable interest 330
Taxable interest amount $1,254
Number of returns with ordinary dividends 310
Ordinary dividends amount $7,211,000
Number of returns with qualified dividends 300
Qualified dividends amount [6] $6,144
Number of returns with state and local income tax refunds 200
State and local income tax refunds amount $616
Number of returns with business or professional net income (less loss) 110
Business or professional net income (less loss) amount $4,050,000
Number of returns with net capital gain (less loss) 290
Net capital gain (less loss) amount $37,194,000
Number of returns with taxable individual retirement arrangements distributions 90
Taxable individual retirement arrangements distributions amount $3,268,000
Number of returns with taxable pensions and annuities 130
Taxable pensions and annuities amount $7,569,000
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 70
Taxable Social Security benefits amount $2,236,000
Number of returns with partnership/S-corp net income (less loss) 160
Partnership/S-corp net income (less loss) amount $34,149,000
Number of returns with total statutory adjustments 180
Total statutory adjustments amount $4,130,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 60
Self-employment retirement plans amount $2,114,000
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $927,000
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 400
Total itemized deductions amount $24,148,000
Amount of AGI for itemized returns $187,426,000
Number of returns with State and local income taxes 390
State and local income taxes amount $9,463,000
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 390
Real estate taxes amount $3,081,000
Number of returns with taxes paid 400
Taxes paid amount $12,915,000
Number of returns with mortgage interest paid 330
Mortgage interest paid amount $4,570,000
Number of returns with contributions 380
Contributions amount $7,830,000
Number of returns with taxable income 420
Taxable income amount $165,494,000
Number of returns with income tax before credits 420
Income tax before credits amount $42,268,000
Number of returns with alternative minimum tax 220
Alternative minimum tax amount $1,198,000
Number of returns with total tax credits 230
Total tax credits amount $217,000
Number of returns with foreign tax credit 180
Foreign tax credit amount $65,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $35,000
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 130
Self-employment tax amount $1,347,000
Number of returns with total tax payments 410
Total tax payments amount $43,801,000
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 420
Income tax amount [10] $42,051,000
Number of returns with tax liability 420
Total tax liability amount [11] $44,641,000
Number of returns with net investment income tax 230
Net investment income tax $809,000
Number of returns with tax due at time of filing 220
Tax due at time of filing amount [12] $4,636,000
Number of returns with overpayments refunded 140
Overpayments refunded amount [13] $1,554,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $2,185,000

[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.