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ZIP Code Database - Facts & Stats

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ZIP Code 23606 Income Tax Stats

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

ZIP Code 23606 Data

Zip Code:23606
City:Newport News
State:VA [Virginia]
Counties: NEWPORT NEWS CITY, VA
City Alias(es):Newport News
Area Code:757
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


23606 Income Tax Overview

Total Number of Tax Returns for ZIP Code 23606 [1] 13,470
Total Number of Single Tax Returns for ZIP Code 23606 3,760
Total Number of Joint Tax Returns for ZIP Code 23606 4,110
Total Number of Dependents for ZIP Code 23606 6,930
Total Adjusted Gross Income for ZIP Code 23606 $879,854,000
Average Income per Person for ZIP Code 23606 $30,047
Average Income per Household for ZIP Code 23606 $65,320

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 4,760
Number of single returns 3,270
Number of joint returns 330
Number of head of household returns 1,050
Number of returns with paid preparer's signature 1,290
Number of exemptions 6,440
Number of dependents 2,150
Total number of volunteer prepared returns [5] 150
Number of volunteer income tax assistance (VITA) prepared returns [3] 50
Number of tax counseling for the elderly (TCE) prepared returns [3] 100
Number of volunteer prepared returns with Earned Income Credit 20
Number of refund anticipation check returns [3] 1,090
Number of elderly returns [4] 660
Adjust gross income (AGI) [5] $61,798,000
Number of returns with total income 4,760
Salaries and wages amount $62,725,000
Number of returns with salaries and wages 4,050
Salaries and wages amount $53,196
Number of returns with taxable interest 530
Taxable interest amount $290
Number of returns with ordinary dividends 340
Ordinary dividends amount $776,000
Number of returns with qualified dividends 310
Qualified dividends amount [6] $562
Number of returns with state and local income tax refunds 80
State and local income tax refunds amount $56
Number of returns with business or professional net income (less loss) 640
Business or professional net income (less loss) amount $1,966,000
Number of returns with net capital gain (less loss) 260
Net capital gain (less loss) amount $321,000
Number of returns with taxable individual retirement arrangements distributions 200
Taxable individual retirement arrangements distributions amount $1,074,000
Number of returns with taxable pensions and annuities 500
Taxable pensions and annuities amount $4,541,000
Number of farm returns 0
Number of returns with unemployment compensation 110
Unemployment compensation amount [7] $322,000
Number of returns with taxable Social Security benefits 170
Taxable Social Security benefits amount $344,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount ($151,000)
Number of returns with total statutory adjustments 740
Total statutory adjustments amount $927,000
Number of returns with educator expenses 30
Educator expenses amount $7,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $120,000
Number of returns with IRA payments 30
IRA payments amount $77,000
Number of returns with student loan interest deduction 200
Student loan interest deduction amount $184,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $118,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 270
Total itemized deductions amount $4,748,000
Amount of AGI for itemized returns $4,322,000
Number of returns with State and local income taxes 150
State and local income taxes amount $148,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $43,000
Number of returns with real estate taxes 160
Real estate taxes amount $480,000
Number of returns with taxes paid 260
Taxes paid amount $739,000
Number of returns with mortgage interest paid 120
Mortgage interest paid amount $735,000
Number of returns with contributions 170
Contributions amount $403,000
Number of returns with taxable income 2,240
Taxable income amount $13,596,000
Number of returns with income tax before credits 2,230
Income tax before credits amount $1,446,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 760
Total tax credits amount $249,000
Number of returns with foreign tax credit 20
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $17,000
Number of returns with nonrefundable education credit 200
Nonrefundable education credit amount $116,000
Number of returns with retirement savings contribution credit 330
Retirement savings contribution credit amount $55,000
Number of returns with child tax credit 180
Child tax credit amount $57,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 430
Self-employment tax amount $543,000
Number of returns with total tax payments 4,440
Total tax payments amount $10,229,000
Number of returns with earned income credit 1,710
Earned income credit amount [8] $4,307,000
Number of returns with excess earned income credit 1,540
Excess earned income credit (refundable) amount [9] $3,914,000
Number of returns with additional child tax credit 1,080
Additional child tax credit amount $1,363,000
Number of returns with refundable education credit 310
Refundable education credit amount $265,000
Number of returns with income tax 1,780
Income tax amount [10] $1,198,000
Number of returns with tax liability 2,220
Total tax liability amount [11] $1,821,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 350
Tax due at time of filing amount [12] $226,000
Number of returns with overpayments refunded 4,180
Overpayments refunded amount [13] $8,575,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $45,000

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

Number of returns 3,450
Number of single returns 1,930
Number of joint returns 590
Number of head of household returns 810
Number of returns with paid preparer's signature 1,020
Number of exemptions 6,010
Number of dependents 1,990
Total number of volunteer prepared returns [5] 140
Number of volunteer income tax assistance (VITA) prepared returns [3] 70
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] 780
Number of elderly returns [4] 590
Adjust gross income (AGI) [5] $123,684,000
Number of returns with total income 3,450
Salaries and wages amount $125,098,000
Number of returns with salaries and wages 3,050
Salaries and wages amount $105,848
Number of returns with taxable interest 600
Taxable interest amount $377
Number of returns with ordinary dividends 360
Ordinary dividends amount $1,017,000
Number of returns with qualified dividends 340
Qualified dividends amount [6] $767
Number of returns with state and local income tax refunds 260
State and local income tax refunds amount $167
Number of returns with business or professional net income (less loss) 360
Business or professional net income (less loss) amount $1,193,000
Number of returns with net capital gain (less loss) 280
Net capital gain (less loss) amount $797,000
Number of returns with taxable individual retirement arrangements distributions 230
Taxable individual retirement arrangements distributions amount $1,983,000
Number of returns with taxable pensions and annuities 560
Taxable pensions and annuities amount $9,887,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $256,000
Number of returns with taxable Social Security benefits 430
Taxable Social Security benefits amount $2,949,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $233,000
Number of returns with total statutory adjustments 770
Total statutory adjustments amount $1,414,000
Number of returns with educator expenses 70
Educator expenses amount $18,000
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 $121,000
Number of returns with IRA payments 70
IRA payments amount $216,000
Number of returns with student loan interest deduction 440
Student loan interest deduction amount $471,000
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 580
Total itemized deductions amount $9,717,000
Amount of AGI for itemized returns $22,426,000
Number of returns with State and local income taxes 470
State and local income taxes amount $816,000
Number of returns with State and local general sales tax 90
State and local general sales tax amount $73,000
Number of returns with real estate taxes 400
Real estate taxes amount $1,116,000
Number of returns with taxes paid 580
Taxes paid amount $2,173,000
Number of returns with mortgage interest paid 320
Mortgage interest paid amount $1,927,000
Number of returns with contributions 410
Contributions amount $1,454,000
Number of returns with taxable income 3,340
Taxable income amount $66,984,000
Number of returns with income tax before credits 3,320
Income tax before credits amount $8,327,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,390
Total tax credits amount $1,179,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 200
Child and dependent care credit amount $117,000
Number of returns with nonrefundable education credit 310
Nonrefundable education credit amount $322,000
Number of returns with retirement savings contribution credit 520
Retirement savings contribution credit amount $88,000
Number of returns with child tax credit 710
Child tax credit amount $640,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $12,000
Number of returns with self-employment tax 210
Self-employment tax amount $506,000
Number of returns with total tax payments 3,400
Total tax payments amount $14,145,000
Number of returns with earned income credit 720
Earned income credit amount [8] $1,425,000
Number of returns with excess earned income credit 590
Excess earned income credit (refundable) amount [9] $1,204,000
Number of returns with additional child tax credit 590
Additional child tax credit amount $818,000
Number of returns with refundable education credit 210
Refundable education credit amount $193,000
Number of returns with income tax 2,760
Income tax amount [10] $7,148,000
Number of returns with tax liability 2,850
Total tax liability amount [11] $7,782,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 530
Tax due at time of filing amount [12] $771,000
Number of returns with overpayments refunded 2,880
Overpayments refunded amount [13] $7,017,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $67,000

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

Number of returns 1,850
Number of single returns 960
Number of joint returns 620
Number of head of household returns 200
Number of returns with paid preparer's signature 670
Number of exemptions 3,270
Number of dependents 810
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] 330
Number of elderly returns [4] 530
Adjust gross income (AGI) [5] $113,376,000
Number of returns with total income 1,850
Salaries and wages amount $114,457,000
Number of returns with salaries and wages 1,530
Salaries and wages amount $85,401
Number of returns with taxable interest 610
Taxable interest amount $615
Number of returns with ordinary dividends 400
Ordinary dividends amount $1,545,000
Number of returns with qualified dividends 370
Qualified dividends amount [6] $1,145
Number of returns with state and local income tax refunds 420
State and local income tax refunds amount $300
Number of returns with business or professional net income (less loss) 200
Business or professional net income (less loss) amount $1,504,000
Number of returns with net capital gain (less loss) 330
Net capital gain (less loss) amount $1,103,000
Number of returns with taxable individual retirement arrangements distributions 230
Taxable individual retirement arrangements distributions amount $2,605,000
Number of returns with taxable pensions and annuities 520
Taxable pensions and annuities amount $13,987,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $142,000
Number of returns with taxable Social Security benefits 400
Taxable Social Security benefits amount $6,036,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $625,000
Number of returns with total statutory adjustments 500
Total statutory adjustments amount $1,081,000
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 $96,000
Number of returns with IRA payments 50
IRA payments amount $170,000
Number of returns with student loan interest deduction 260
Student loan interest deduction amount $295,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $38,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 720
Total itemized deductions amount $13,043,000
Amount of AGI for itemized returns $44,707,000
Number of returns with State and local income taxes 650
State and local income taxes amount $1,774,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $48,000
Number of returns with real estate taxes 590
Real estate taxes amount $1,706,000
Number of returns with taxes paid 720
Taxes paid amount $3,777,000
Number of returns with mortgage interest paid 520
Mortgage interest paid amount $3,393,000
Number of returns with contributions 560
Contributions amount $1,872,000
Number of returns with taxable income 1,840
Taxable income amount $76,863,000
Number of returns with income tax before credits 1,830
Income tax before credits amount $11,080,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 620
Total tax credits amount $776,000
Number of returns with foreign tax credit 110
Foreign tax credit amount $8,000
Number of returns with child and dependent care credit 80
Child and dependent care credit amount $46,000
Number of returns with nonrefundable education credit 150
Nonrefundable education credit amount $176,000
Number of returns with retirement savings contribution credit 90
Retirement savings contribution credit amount $14,000
Number of returns with child tax credit 350
Child tax credit amount $509,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 120
Self-employment tax amount $356,000
Number of returns with total tax payments 1,820
Total tax payments amount $13,407,000
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 $52,000
Number of returns with refundable education credit 90
Refundable education credit amount $82,000
Number of returns with income tax 1,780
Income tax amount [10] $10,305,000
Number of returns with tax liability 1,800
Total tax liability amount [11] $10,755,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 440
Tax due at time of filing amount [12] $965,000
Number of returns with overpayments refunded 1,380
Overpayments refunded amount [13] $3,487,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $48,000

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

Number of returns 1,200
Number of single returns 360
Number of joint returns 740
Number of head of household returns 70
Number of returns with paid preparer's signature 480
Number of exemptions 2,570
Number of dependents 630
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] 170
Number of elderly returns [4] 450
Adjust gross income (AGI) [5] $104,099,000
Number of returns with total income 1,200
Salaries and wages amount $105,275,000
Number of returns with salaries and wages 970
Salaries and wages amount $73,497
Number of returns with taxable interest 520
Taxable interest amount $432
Number of returns with ordinary dividends 390
Ordinary dividends amount $1,808,000
Number of returns with qualified dividends 370
Qualified dividends amount [6] $1,412
Number of returns with state and local income tax refunds 440
State and local income tax refunds amount $375
Number of returns with business or professional net income (less loss) 190
Business or professional net income (less loss) amount $1,562,000
Number of returns with net capital gain (less loss) 320
Net capital gain (less loss) amount $1,523,000
Number of returns with taxable individual retirement arrangements distributions 230
Taxable individual retirement arrangements distributions amount $3,561,000
Number of returns with taxable pensions and annuities 450
Taxable pensions and annuities amount $14,359,000
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 340
Taxable Social Security benefits amount $6,690,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $868,000
Number of returns with total statutory adjustments 350
Total statutory adjustments amount $1,176,000
Number of returns with educator expenses 60
Educator expenses amount $17,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $278,000
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $244,000
Number of returns with IRA payments 30
IRA payments amount $140,000
Number of returns with student loan interest deduction 150
Student loan interest deduction amount $188,000
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 700
Total itemized deductions amount $14,077,000
Amount of AGI for itemized returns $60,976,000
Number of returns with State and local income taxes 660
State and local income taxes amount $2,594,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $30,000
Number of returns with real estate taxes 640
Real estate taxes amount $2,099,000
Number of returns with taxes paid 700
Taxes paid amount $5,013,000
Number of returns with mortgage interest paid 560
Mortgage interest paid amount $4,266,000
Number of returns with contributions 570
Contributions amount $2,151,000
Number of returns with taxable income 1,200
Taxable income amount $74,009,000
Number of returns with income tax before credits 1,190
Income tax before credits amount $11,082,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 470
Total tax credits amount $640,000
Number of returns with foreign tax credit 130
Foreign tax credit amount $15,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $46,000
Number of returns with nonrefundable education credit 110
Nonrefundable education credit amount $145,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 270
Child tax credit amount $418,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $10,000
Number of returns with self-employment tax 120
Self-employment tax amount $291,000
Number of returns with total tax payments 1,190
Total tax payments amount $12,540,000
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 $68,000
Number of returns with income tax 1,190
Income tax amount [10] $10,442,000
Number of returns with tax liability 1,190
Total tax liability amount [11] $10,860,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 350
Tax due at time of filing amount [12] $875,000
Number of returns with overpayments refunded 830
Overpayments refunded amount [13] $2,419,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $124,000

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

Number of returns 1,710
Number of single returns 250
Number of joint returns 1,410
Number of head of household returns 60
Number of returns with paid preparer's signature 810
Number of exemptions 4,180
Number of dependents 1,060
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] 130
Number of elderly returns [4] 670
Adjust gross income (AGI) [5] $231,356,000
Number of returns with total income 1,710
Salaries and wages amount $233,494,000
Number of returns with salaries and wages 1,420
Salaries and wages amount $157,977
Number of returns with taxable interest 1,010
Taxable interest amount $1,269
Number of returns with ordinary dividends 760
Ordinary dividends amount $5,233,000
Number of returns with qualified dividends 730
Qualified dividends amount [6] $4,307
Number of returns with state and local income tax refunds 920
State and local income tax refunds amount $825
Number of returns with business or professional net income (less loss) 300
Business or professional net income (less loss) amount $3,831,000
Number of returns with net capital gain (less loss) 630
Net capital gain (less loss) amount $6,197,000
Number of returns with taxable individual retirement arrangements distributions 410
Taxable individual retirement arrangements distributions amount $9,451,000
Number of returns with taxable pensions and annuities 720
Taxable pensions and annuities amount $31,932,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $139,000
Number of returns with taxable Social Security benefits 490
Taxable Social Security benefits amount $11,354,000
Number of returns with partnership/S-corp net income (less loss) 190
Partnership/S-corp net income (less loss) amount $3,567,000
Number of returns with total statutory adjustments 610
Total statutory adjustments amount $2,138,000
Number of returns with educator expenses 110
Educator expenses amount $29,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $456,000
Number of returns with IRA payments 60
IRA payments amount $304,000
Number of returns with student loan interest deduction 210
Student loan interest deduction amount $258,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $86,000
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $463,000
Number of returns with itemized deductions 1,390
Total itemized deductions amount $34,533,000
Amount of AGI for itemized returns $191,799,000
Number of returns with State and local income taxes 1,350
State and local income taxes amount $8,710,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $74,000
Number of returns with real estate taxes 1,330
Real estate taxes amount $5,084,000
Number of returns with taxes paid 1,390
Taxes paid amount $14,688,000
Number of returns with mortgage interest paid 1,150
Mortgage interest paid amount $9,674,000
Number of returns with contributions 1,230
Contributions amount $6,015,000
Number of returns with taxable income 1,710
Taxable income amount $176,014,000
Number of returns with income tax before credits 1,710
Income tax before credits amount $29,930,000
Number of returns with alternative minimum tax 30
Alternative minimum tax amount $34,000
Number of returns with total tax credits 690
Total tax credits amount $702,000
Number of returns with foreign tax credit 270
Foreign tax credit amount $54,000
Number of returns with child and dependent care credit 130
Child and dependent care credit amount $71,000
Number of returns with nonrefundable education credit 160
Nonrefundable education credit amount $215,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 240
Child tax credit amount $296,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $19,000
Number of returns with self-employment tax 220
Self-employment tax amount $686,000
Number of returns with total tax payments 1,710
Total tax payments amount $31,037,000
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 140
Refundable education credit amount $133,000
Number of returns with income tax 1,710
Income tax amount [10] $29,229,000
Number of returns with tax liability 1,710
Total tax liability amount [11] $30,024,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 720
Tax due at time of filing amount [12] $2,728,000
Number of returns with overpayments refunded 940
Overpayments refunded amount [13] $3,461,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $251,000

Adjusted Gross Income: $200,000 or more

Number of returns 500
Number of single returns 70
Number of joint returns 420
Number of head of household returns 0
Number of returns with paid preparer's signature 360
Number of exemptions 1,200
Number of dependents 290
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] 270
Adjust gross income (AGI) [5] $245,541,000
Number of returns with total income 500
Salaries and wages amount $250,309,000
Number of returns with salaries and wages 410
Salaries and wages amount $116,381
Number of returns with taxable interest 410
Taxable interest amount $4,087
Number of returns with ordinary dividends 370
Ordinary dividends amount $14,094,000
Number of returns with qualified dividends 360
Qualified dividends amount [6] $12,325
Number of returns with state and local income tax refunds 250
State and local income tax refunds amount $1,331
Number of returns with business or professional net income (less loss) 100
Business or professional net income (less loss) amount $4,456,000
Number of returns with net capital gain (less loss) 350
Net capital gain (less loss) amount $28,732,000
Number of returns with taxable individual retirement arrangements distributions 150
Taxable individual retirement arrangements distributions amount $7,410,000
Number of returns with taxable pensions and annuities 210
Taxable pensions and annuities amount $12,428,000
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 $5,157,000
Number of returns with partnership/S-corp net income (less loss) 210
Partnership/S-corp net income (less loss) amount $41,314,000
Number of returns with total statutory adjustments 180
Total statutory adjustments amount $4,768,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $574,000
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $865,000
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 490
Total itemized deductions amount $30,206,000
Amount of AGI for itemized returns $242,325,000
Number of returns with State and local income taxes 470
State and local income taxes amount $12,367,000
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 460
Real estate taxes amount $3,664,000
Number of returns with taxes paid 490
Taxes paid amount $16,650,000
Number of returns with mortgage interest paid 350
Mortgage interest paid amount $4,182,000
Number of returns with contributions 440
Contributions amount $9,129,000
Number of returns with taxable income 500
Taxable income amount $211,938,000
Number of returns with income tax before credits 500
Income tax before credits amount $58,928,000
Number of returns with alternative minimum tax 250
Alternative minimum tax amount $1,556,000
Number of returns with total tax credits 250
Total tax credits amount $687,000
Number of returns with foreign tax credit 210
Foreign tax credit amount $103,000
Number of returns with child and dependent care credit 20
Child and dependent care credit amount $14,000
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 120
Self-employment tax amount $913,000
Number of returns with total tax payments 490
Total tax payments amount $63,604,000
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 500
Income tax amount [10] $57,412,000
Number of returns with tax liability 500
Total tax liability amount [11] $60,578,000
Number of returns with net investment income tax 280
Net investment income tax $1,685,000
Number of returns with tax due at time of filing 250
Tax due at time of filing amount [12] $6,462,000
Number of returns with overpayments refunded 190
Overpayments refunded amount [13] $2,519,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $2,970,000

[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.