Zip Code Database List
1-800-425-1169
Account Login
Find ZIP+4 of Address

Find the ZIP Code, County, and +4 of any U.S. Address

FREE ZIP Code Finder

Find info on any U.S. ZIP Code

Other FREE Lookups

Lookup ZIP Code of any City, State, County or Area Code

FREE Radius Search

Find all ZIP Codes

FREE Distance Calc

Calculate the distance between two U.S. or Canadian ZIP codes.






ZIP Code Database - Facts & Stats

Share |

ZIP Code 23707 Income Tax Stats

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

ZIP Code 23707 Data

Zip Code:23707
City:Portsmouth
State:VA [Virginia]
Counties: PORTSMOUTH CITY, VA
City Alias(es):Portsmouth
Area Code:757
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


23707 Income Tax Overview

Total Number of Tax Returns for ZIP Code 23707 [1] 6,400
Total Number of Single Tax Returns for ZIP Code 23707 1,500
Total Number of Joint Tax Returns for ZIP Code 23707 1,540
Total Number of Dependents for ZIP Code 23707 4,050
Total Adjusted Gross Income for ZIP Code 23707 $272,914,000
Average Income per Person for ZIP Code 23707 $19,171
Average Income per Household for ZIP Code 23707 $42,643

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 2,720
Number of single returns 1,560
Number of joint returns 180
Number of head of household returns 930
Number of returns with paid preparer's signature 770
Number of exemptions 4,540
Number of dependents 1,830
Total number of volunteer prepared returns [5] 80
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 80
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 890
Number of elderly returns [4] 460
Adjust gross income (AGI) [5] $36,732,000
Number of returns with total income 2,720
Salaries and wages amount $37,183,000
Number of returns with salaries and wages 2,330
Salaries and wages amount $31,207
Number of returns with taxable interest 220
Taxable interest amount $69
Number of returns with ordinary dividends 110
Ordinary dividends amount $154,000
Number of returns with qualified dividends 100
Qualified dividends amount [6] $102
Number of returns with state and local income tax refunds 50
State and local income tax refunds amount $31
Number of returns with business or professional net income (less loss) 400
Business or professional net income (less loss) amount $1,877,000
Number of returns with net capital gain (less loss) 70
Net capital gain (less loss) amount $0
Number of returns with taxable individual retirement arrangements distributions 90
Taxable individual retirement arrangements distributions amount $468,000
Number of returns with taxable pensions and annuities 300
Taxable pensions and annuities amount $2,947,000
Number of farm returns 0
Number of returns with unemployment compensation 110
Unemployment compensation amount [7] $275,000
Number of returns with taxable Social Security benefits 90
Taxable Social Security benefits amount $165,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $77,000
Number of returns with total statutory adjustments 410
Total statutory adjustments amount $451,000
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 $58,000
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 $54,000
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 190
Total itemized deductions amount $2,894,000
Amount of AGI for itemized returns $2,901,000
Number of returns with State and local income taxes 120
State and local income taxes amount $106,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $24,000
Number of returns with real estate taxes 110
Real estate taxes amount $287,000
Number of returns with taxes paid 180
Taxes paid amount $457,000
Number of returns with mortgage interest paid 80
Mortgage interest paid amount $499,000
Number of returns with contributions 140
Contributions amount $329,000
Number of returns with taxable income 1,100
Taxable income amount $6,450,000
Number of returns with income tax before credits 1,100
Income tax before credits amount $686,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 350
Total tax credits amount $108,000
Number of returns with foreign tax credit 20
Foreign tax credit amount $0
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $8,000
Number of returns with nonrefundable education credit 80
Nonrefundable education credit amount $41,000
Number of returns with retirement savings contribution credit 150
Retirement savings contribution credit amount $23,000
Number of returns with child tax credit 120
Child tax credit amount $35,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 300
Self-employment tax amount $408,000
Number of returns with total tax payments 2,620
Total tax payments amount $7,903,000
Number of returns with earned income credit 1,440
Earned income credit amount [8] $4,246,000
Number of returns with excess earned income credit 1,360
Excess earned income credit (refundable) amount [9] $3,901,000
Number of returns with additional child tax credit 910
Additional child tax credit amount $1,136,000
Number of returns with refundable education credit 190
Refundable education credit amount $179,000
Number of returns with income tax 860
Income tax amount [10] $577,000
Number of returns with tax liability 1,160
Total tax liability amount [11] $1,048,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 160
Tax due at time of filing amount [12] $115,000
Number of returns with overpayments refunded 2,500
Overpayments refunded amount [13] $6,958,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $28,000

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

Number of returns 1,840
Number of single returns 930
Number of joint returns 330
Number of head of household returns 500
Number of returns with paid preparer's signature 550
Number of exemptions 3,330
Number of dependents 1,160
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] 500
Number of elderly returns [4] 370
Adjust gross income (AGI) [5] $66,180,000
Number of returns with total income 1,840
Salaries and wages amount $66,640,000
Number of returns with salaries and wages 1,640
Salaries and wages amount $56,602
Number of returns with taxable interest 220
Taxable interest amount $121
Number of returns with ordinary dividends 120
Ordinary dividends amount $201,000
Number of returns with qualified dividends 110
Qualified dividends amount [6] $148
Number of returns with state and local income tax refunds 230
State and local income tax refunds amount $154
Number of returns with business or professional net income (less loss) 160
Business or professional net income (less loss) amount $330,000
Number of returns with net capital gain (less loss) 90
Net capital gain (less loss) amount $93,000
Number of returns with taxable individual retirement arrangements distributions 80
Taxable individual retirement arrangements distributions amount $567,000
Number of returns with taxable pensions and annuities 330
Taxable pensions and annuities amount $6,918,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $230,000
Number of returns with taxable Social Security benefits 230
Taxable Social Security benefits amount $1,397,000
Number of returns with partnership/S-corp net income (less loss) 0
Partnership/S-corp net income (less loss) amount $0
Number of returns with total statutory adjustments 330
Total statutory adjustments amount $460,000
Number of returns with educator expenses 50
Educator expenses amount $11,000
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 $93,000
Number of returns with student loan interest deduction 190
Student loan interest deduction amount $179,000
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 460
Total itemized deductions amount $7,178,000
Amount of AGI for itemized returns $17,838,000
Number of returns with State and local income taxes 410
State and local income taxes amount $709,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $26,000
Number of returns with real estate taxes 360
Real estate taxes amount $798,000
Number of returns with taxes paid 460
Taxes paid amount $1,676,000
Number of returns with mortgage interest paid 320
Mortgage interest paid amount $1,719,000
Number of returns with contributions 340
Contributions amount $1,089,000
Number of returns with taxable income 1,770
Taxable income amount $33,992,000
Number of returns with income tax before credits 1,770
Income tax before credits amount $4,228,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 770
Total tax credits amount $687,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 130
Child and dependent care credit amount $85,000
Number of returns with nonrefundable education credit 130
Nonrefundable education credit amount $126,000
Number of returns with retirement savings contribution credit 320
Retirement savings contribution credit amount $56,000
Number of returns with child tax credit 450
Child tax credit amount $404,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $22,000
Number of returns with self-employment tax 80
Self-employment tax amount $133,000
Number of returns with total tax payments 1,810
Total tax payments amount $7,961,000
Number of returns with earned income credit 530
Earned income credit amount [8] $1,118,000
Number of returns with excess earned income credit 450
Excess earned income credit (refundable) amount [9] $996,000
Number of returns with additional child tax credit 360
Additional child tax credit amount $468,000
Number of returns with refundable education credit 100
Refundable education credit amount $88,000
Number of returns with income tax 1,420
Income tax amount [10] $3,540,000
Number of returns with tax liability 1,470
Total tax liability amount [11] $3,765,000
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] $292,000
Number of returns with overpayments refunded 1,600
Overpayments refunded amount [13] $4,456,000
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 880
Number of single returns 380
Number of joint returns 340
Number of head of household returns 120
Number of returns with paid preparer's signature 310
Number of exemptions 1,700
Number of dependents 480
Total number of volunteer prepared returns [5] 30
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 30
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 190
Number of elderly returns [4] 200
Adjust gross income (AGI) [5] $53,672,000
Number of returns with total income 880
Salaries and wages amount $54,027,000
Number of returns with salaries and wages 810
Salaries and wages amount $44,997
Number of returns with taxable interest 190
Taxable interest amount $277
Number of returns with ordinary dividends 130
Ordinary dividends amount $199,000
Number of returns with qualified dividends 120
Qualified dividends amount [6] $163
Number of returns with state and local income tax refunds 230
State and local income tax refunds amount $162
Number of returns with business or professional net income (less loss) 110
Business or professional net income (less loss) amount $153,000
Number of returns with net capital gain (less loss) 90
Net capital gain (less loss) amount $220,000
Number of returns with taxable individual retirement arrangements distributions 60
Taxable individual retirement arrangements distributions amount $760,000
Number of returns with taxable pensions and annuities 230
Taxable pensions and annuities amount $5,085,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $147,000
Number of returns with taxable Social Security benefits 130
Taxable Social Security benefits amount $1,701,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $464,000
Number of returns with total statutory adjustments 230
Total statutory adjustments amount $355,000
Number of returns with educator expenses 40
Educator expenses amount $9,000
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 20
IRA payments amount $42,000
Number of returns with student loan interest deduction 120
Student loan interest deduction amount $130,000
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 410
Total itemized deductions amount $6,681,000
Amount of AGI for itemized returns $25,008,000
Number of returns with State and local income taxes 390
State and local income taxes amount $1,065,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $28,000
Number of returns with real estate taxes 350
Real estate taxes amount $879,000
Number of returns with taxes paid 410
Taxes paid amount $2,127,000
Number of returns with mortgage interest paid 320
Mortgage interest paid amount $1,891,000
Number of returns with contributions 300
Contributions amount $1,073,000
Number of returns with taxable income 880
Taxable income amount $35,286,000
Number of returns with income tax before credits 880
Income tax before credits amount $5,019,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 330
Total tax credits amount $466,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $38,000
Number of returns with nonrefundable education credit 70
Nonrefundable education credit amount $91,000
Number of returns with retirement savings contribution credit 70
Retirement savings contribution credit amount $11,000
Number of returns with child tax credit 210
Child tax credit amount $294,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 60
Self-employment tax amount $95,000
Number of returns with total tax payments 880
Total tax payments amount $6,270,000
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 40
Additional child tax credit amount $61,000
Number of returns with refundable education credit 60
Refundable education credit amount $48,000
Number of returns with income tax 840
Income tax amount [10] $4,553,000
Number of returns with tax liability 850
Total tax liability amount [11] $4,698,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 170
Tax due at time of filing amount [12] $341,000
Number of returns with overpayments refunded 710
Overpayments refunded amount [13] $1,877,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 450
Number of single returns 130
Number of joint returns 290
Number of head of household returns 30
Number of returns with paid preparer's signature 180
Number of exemptions 1,010
Number of dependents 270
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] 80
Number of elderly returns [4] 140
Adjust gross income (AGI) [5] $39,040,000
Number of returns with total income 450
Salaries and wages amount $39,339,000
Number of returns with salaries and wages 410
Salaries and wages amount $30,882
Number of returns with taxable interest 130
Taxable interest amount $99
Number of returns with ordinary dividends 90
Ordinary dividends amount $261,000
Number of returns with qualified dividends 90
Qualified dividends amount [6] $205
Number of returns with state and local income tax refunds 170
State and local income tax refunds amount $153
Number of returns with business or professional net income (less loss) 60
Business or professional net income (less loss) amount $519,000
Number of returns with net capital gain (less loss) 70
Net capital gain (less loss) amount $305,000
Number of returns with taxable individual retirement arrangements distributions 50
Taxable individual retirement arrangements distributions amount $701,000
Number of returns with taxable pensions and annuities 160
Taxable pensions and annuities amount $4,570,000
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 90
Taxable Social Security benefits amount $1,684,000
Number of returns with partnership/S-corp net income (less loss) 0
Partnership/S-corp net income (less loss) amount $0
Number of returns with total statutory adjustments 130
Total statutory adjustments amount $299,000
Number of returns with educator expenses 20
Educator expenses amount $5,000
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 $99,000
Number of returns with student loan interest deduction 70
Student loan interest deduction amount $91,000
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 $6,216,000
Amount of AGI for itemized returns $24,423,000
Number of returns with State and local income taxes 270
State and local income taxes amount $1,109,000
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 260
Real estate taxes amount $1,163,000
Number of returns with taxes paid 280
Taxes paid amount $2,424,000
Number of returns with mortgage interest paid 240
Mortgage interest paid amount $1,626,000
Number of returns with contributions 230
Contributions amount $857,000
Number of returns with taxable income 450
Taxable income amount $27,143,000
Number of returns with income tax before credits 450
Income tax before credits amount $4,054,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 160
Total tax credits amount $261,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $22,000
Number of returns with nonrefundable education credit 40
Nonrefundable education credit amount $48,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 120
Child tax credit amount $181,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $7,000
Number of returns with self-employment tax 40
Self-employment tax amount $90,000
Number of returns with total tax payments 450
Total tax payments amount $4,737,000
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 20
Refundable education credit amount $22,000
Number of returns with income tax 450
Income tax amount [10] $3,793,000
Number of returns with tax liability 450
Total tax liability amount [11] $3,925,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 110
Tax due at time of filing amount [12] $259,000
Number of returns with overpayments refunded 340
Overpayments refunded amount [13] $1,061,000
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 450
Number of single returns 80
Number of joint returns 360
Number of head of household returns 20
Number of returns with paid preparer's signature 220
Number of exemptions 1,090
Number of dependents 280
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] 150
Adjust gross income (AGI) [5] $57,785,000
Number of returns with total income 450
Salaries and wages amount $58,432,000
Number of returns with salaries and wages 400
Salaries and wages amount $43,510
Number of returns with taxable interest 210
Taxable interest amount $287
Number of returns with ordinary dividends 160
Ordinary dividends amount $863,000
Number of returns with qualified dividends 150
Qualified dividends amount [6] $628
Number of returns with state and local income tax refunds 230
State and local income tax refunds amount $216
Number of returns with business or professional net income (less loss) 80
Business or professional net income (less loss) amount $959,000
Number of returns with net capital gain (less loss) 130
Net capital gain (less loss) amount $1,449,000
Number of returns with taxable individual retirement arrangements distributions 90
Taxable individual retirement arrangements distributions amount $2,062,000
Number of returns with taxable pensions and annuities 170
Taxable pensions and annuities amount $6,516,000
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 120
Taxable Social Security benefits amount $2,454,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $383,000
Number of returns with total statutory adjustments 160
Total statutory adjustments amount $647,000
Number of returns with educator expenses 30
Educator expenses amount $9,000
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 $302,000
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 $94,000
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 370
Total itemized deductions amount $9,571,000
Amount of AGI for itemized returns $47,994,000
Number of returns with State and local income taxes 350
State and local income taxes amount $2,197,000
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 340
Real estate taxes amount $1,168,000
Number of returns with taxes paid 370
Taxes paid amount $3,593,000
Number of returns with mortgage interest paid 310
Mortgage interest paid amount $2,386,000
Number of returns with contributions 320
Contributions amount $1,635,000
Number of returns with taxable income 450
Taxable income amount $42,990,000
Number of returns with income tax before credits 440
Income tax before credits amount $7,263,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 160
Total tax credits amount $186,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $30,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $33,000
Number of returns with nonrefundable education credit 30
Nonrefundable education credit amount $35,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 90
Child tax credit amount $110,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 60
Self-employment tax amount $181,000
Number of returns with total tax payments 450
Total tax payments amount $7,830,000
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 $21,000
Number of returns with income tax 440
Income tax amount [10] $7,078,000
Number of returns with tax liability 440
Total tax liability amount [11] $7,310,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 160
Tax due at time of filing amount [12] $605,000
Number of returns with overpayments refunded 300
Overpayments refunded amount [13] $1,244,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $218,000

Adjusted Gross Income: $200,000 or more

Number of returns 60
Number of single returns 0
Number of joint returns 40
Number of head of household returns 0
Number of returns with paid preparer's signature 50
Number of exemptions 140
Number of dependents 30
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] 30
Adjust gross income (AGI) [5] $19,505,000
Number of returns with total income 60
Salaries and wages amount $19,973,000
Number of returns with salaries and wages 50
Salaries and wages amount $9,234
Number of returns with taxable interest 50
Taxable interest amount $123
Number of returns with ordinary dividends 40
Ordinary dividends amount $970,000
Number of returns with qualified dividends 40
Qualified dividends amount [6] $829
Number of returns with state and local income tax refunds 40
State and local income tax refunds amount $114
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) 40
Net capital gain (less loss) amount $4,161,000
Number of returns with taxable individual retirement arrangements distributions 0
Taxable individual retirement arrangements distributions amount $0
Number of returns with taxable pensions and annuities 30
Taxable pensions and annuities amount $1,569,000
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 0
Taxable Social Security benefits amount $0
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $2,177,000
Number of returns with total statutory adjustments 30
Total statutory adjustments amount $468,000
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 60
Total itemized deductions amount $2,534,000
Amount of AGI for itemized returns $19,505,000
Number of returns with State and local income taxes 60
State and local income taxes amount $878,000
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 50
Real estate taxes amount $308,000
Number of returns with taxes paid 60
Taxes paid amount $1,233,000
Number of returns with mortgage interest paid 40
Mortgage interest paid amount $509,000
Number of returns with contributions 60
Contributions amount $513,000
Number of returns with taxable income 60
Taxable income amount $16,552,000
Number of returns with income tax before credits 60
Income tax before credits amount $3,894,000
Number of returns with alternative minimum tax 40
Alternative minimum tax amount $162,000
Number of returns with total tax credits 30
Total tax credits amount $155,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
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 60
Total tax payments amount $3,614,000
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 60
Income tax amount [10] $3,739,000
Number of returns with tax liability 60
Total tax liability amount [11] $3,917,000
Number of returns with net investment income tax 40
Net investment income tax $92,000
Number of returns with tax due at time of filing 40
Tax due at time of filing amount [12] $756,000
Number of returns with overpayments refunded 0
Overpayments refunded amount [13] $0
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.