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ZIP Code Database - Facts & Stats

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ZIP Code 23834 Income Tax Stats

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

ZIP Code 23834 Data

Zip Code:23834
City:Colonial Heights
State:VA [Virginia]
Counties: COLONIAL HEIGHTS CITY, VA
City Alias(es):Colonial Heights
Area Code:804
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


23834 Income Tax Overview

Total Number of Tax Returns for ZIP Code 23834 [1] 12,690
Total Number of Single Tax Returns for ZIP Code 23834 4,040
Total Number of Joint Tax Returns for ZIP Code 23834 4,200
Total Number of Dependents for ZIP Code 23834 7,480
Total Adjusted Gross Income for ZIP Code 23834 $677,575,000
Average Income per Person for ZIP Code 23834 $26,455
Average Income per Household for ZIP Code 23834 $53,394

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 4,400
Number of single returns 2,980
Number of joint returns 420
Number of head of household returns 940
Number of returns with paid preparer's signature 1,630
Number of exemptions 6,090
Number of dependents 2,010
Total number of volunteer prepared returns [5] 70
Number of volunteer income tax assistance (VITA) prepared returns [3] 20
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] 870
Number of elderly returns [4] 880
Adjust gross income (AGI) [5] $56,349,000
Number of returns with total income 4,400
Salaries and wages amount $57,065,000
Number of returns with salaries and wages 3,540
Salaries and wages amount $44,825
Number of returns with taxable interest 510
Taxable interest amount $255
Number of returns with ordinary dividends 310
Ordinary dividends amount $603,000
Number of returns with qualified dividends 280
Qualified dividends amount [6] $461
Number of returns with state and local income tax refunds 100
State and local income tax refunds amount $61
Number of returns with business or professional net income (less loss) 510
Business or professional net income (less loss) amount $2,329,000
Number of returns with net capital gain (less loss) 230
Net capital gain (less loss) amount $278,000
Number of returns with taxable individual retirement arrangements distributions 210
Taxable individual retirement arrangements distributions amount $1,225,000
Number of returns with taxable pensions and annuities 690
Taxable pensions and annuities amount $6,906,000
Number of farm returns 0
Number of returns with unemployment compensation 120
Unemployment compensation amount [7] $307,000
Number of returns with taxable Social Security benefits 230
Taxable Social Security benefits amount $426,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $6,000
Number of returns with total statutory adjustments 540
Total statutory adjustments amount $716,000
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 40
Self-employment health insurance deduction amount $191,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 110
Student loan interest deduction amount $103,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $57,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 250
Total itemized deductions amount $3,947,000
Amount of AGI for itemized returns $3,883,000
Number of returns with State and local income taxes 150
State and local income taxes amount $139,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $37,000
Number of returns with real estate taxes 160
Real estate taxes amount $371,000
Number of returns with taxes paid 240
Taxes paid amount $609,000
Number of returns with mortgage interest paid 140
Mortgage interest paid amount $746,000
Number of returns with contributions 190
Contributions amount $467,000
Number of returns with taxable income 1,960
Taxable income amount $11,189,000
Number of returns with income tax before credits 1,940
Income tax before credits amount $1,182,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 540
Total tax credits amount $178,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $20,000
Number of returns with nonrefundable education credit 120
Nonrefundable education credit amount $70,000
Number of returns with retirement savings contribution credit 220
Retirement savings contribution credit amount $34,000
Number of returns with child tax credit 180
Child tax credit amount $53,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 380
Self-employment tax amount $524,000
Number of returns with total tax payments 4,100
Total tax payments amount $9,720,000
Number of returns with earned income credit 1,670
Earned income credit amount [8] $4,377,000
Number of returns with excess earned income credit 1,500
Excess earned income credit (refundable) amount [9] $4,025,000
Number of returns with additional child tax credit 990
Additional child tax credit amount $1,215,000
Number of returns with refundable education credit 190
Refundable education credit amount $168,000
Number of returns with income tax 1,600
Income tax amount [10] $1,004,000
Number of returns with tax liability 1,980
Total tax liability amount [11] $1,600,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 290
Tax due at time of filing amount [12] $253,000
Number of returns with overpayments refunded 3,900
Overpayments refunded amount [13] $8,344,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $40,000

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

Number of returns 3,360
Number of single returns 1,690
Number of joint returns 700
Number of head of household returns 840
Number of returns with paid preparer's signature 1,380
Number of exemptions 6,220
Number of dependents 2,180
Total number of volunteer prepared returns [5] 110
Number of volunteer income tax assistance (VITA) prepared returns [3] 80
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] 690
Number of elderly returns [4] 750
Adjust gross income (AGI) [5] $122,460,000
Number of returns with total income 3,360
Salaries and wages amount $123,532,000
Number of returns with salaries and wages 2,880
Salaries and wages amount $99,435
Number of returns with taxable interest 520
Taxable interest amount $412
Number of returns with ordinary dividends 330
Ordinary dividends amount $693,000
Number of returns with qualified dividends 300
Qualified dividends amount [6] $523
Number of returns with state and local income tax refunds 400
State and local income tax refunds amount $277
Number of returns with business or professional net income (less loss) 320
Business or professional net income (less loss) amount $1,713,000
Number of returns with net capital gain (less loss) 250
Net capital gain (less loss) amount $502,000
Number of returns with taxable individual retirement arrangements distributions 240
Taxable individual retirement arrangements distributions amount $1,960,000
Number of returns with taxable pensions and annuities 730
Taxable pensions and annuities amount $13,927,000
Number of farm returns 0
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $281,000
Number of returns with taxable Social Security benefits 570
Taxable Social Security benefits amount $3,960,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $574,000
Number of returns with total statutory adjustments 610
Total statutory adjustments amount $1,072,000
Number of returns with educator expenses 70
Educator expenses amount $19,000
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 $154,000
Number of returns with IRA payments 60
IRA payments amount $181,000
Number of returns with student loan interest deduction 280
Student loan interest deduction amount $291,000
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 750
Total itemized deductions amount $11,922,000
Amount of AGI for itemized returns $29,217,000
Number of returns with State and local income taxes 660
State and local income taxes amount $1,118,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $59,000
Number of returns with real estate taxes 560
Real estate taxes amount $1,038,000
Number of returns with taxes paid 750
Taxes paid amount $2,418,000
Number of returns with mortgage interest paid 490
Mortgage interest paid amount $2,604,000
Number of returns with contributions 570
Contributions amount $1,972,000
Number of returns with taxable income 3,240
Taxable income amount $63,738,000
Number of returns with income tax before credits 3,240
Income tax before credits amount $7,894,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,350
Total tax credits amount $1,207,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 190
Child and dependent care credit amount $120,000
Number of returns with nonrefundable education credit 240
Nonrefundable education credit amount $244,000
Number of returns with retirement savings contribution credit 500
Retirement savings contribution credit amount $88,000
Number of returns with child tax credit 800
Child tax credit amount $727,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $9,000
Number of returns with self-employment tax 180
Self-employment tax amount $432,000
Number of returns with total tax payments 3,290
Total tax payments amount $14,178,000
Number of returns with earned income credit 880
Earned income credit amount [8] $1,830,000
Number of returns with excess earned income credit 740
Excess earned income credit (refundable) amount [9] $1,551,000
Number of returns with additional child tax credit 600
Additional child tax credit amount $866,000
Number of returns with refundable education credit 170
Refundable education credit amount $161,000
Number of returns with income tax 2,660
Income tax amount [10] $6,688,000
Number of returns with tax liability 2,790
Total tax liability amount [11] $7,266,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 490
Tax due at time of filing amount [12] $707,000
Number of returns with overpayments refunded 2,840
Overpayments refunded amount [13] $7,574,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 1,950
Number of single returns 800
Number of joint returns 800
Number of head of household returns 300
Number of returns with paid preparer's signature 910
Number of exemptions 3,920
Number of dependents 1,180
Total number of volunteer prepared returns [5] 20
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 20
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 290
Number of elderly returns [4] 600
Adjust gross income (AGI) [5] $119,550,000
Number of returns with total income 1,950
Salaries and wages amount $120,584,000
Number of returns with salaries and wages 1,620
Salaries and wages amount $86,617
Number of returns with taxable interest 570
Taxable interest amount $522
Number of returns with ordinary dividends 410
Ordinary dividends amount $1,296,000
Number of returns with qualified dividends 380
Qualified dividends amount [6] $1,088
Number of returns with state and local income tax refunds 500
State and local income tax refunds amount $356
Number of returns with business or professional net income (less loss) 250
Business or professional net income (less loss) amount $1,652,000
Number of returns with net capital gain (less loss) 310
Net capital gain (less loss) amount $1,143,000
Number of returns with taxable individual retirement arrangements distributions 270
Taxable individual retirement arrangements distributions amount $2,890,000
Number of returns with taxable pensions and annuities 650
Taxable pensions and annuities amount $17,611,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $113,000
Number of returns with taxable Social Security benefits 500
Taxable Social Security benefits amount $7,597,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $393,000
Number of returns with total statutory adjustments 470
Total statutory adjustments amount $1,034,000
Number of returns with educator expenses 60
Educator expenses amount $16,000
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 $130,000
Number of returns with IRA payments 40
IRA payments amount $156,000
Number of returns with student loan interest deduction 220
Student loan interest deduction amount $240,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $59,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 860
Total itemized deductions amount $14,400,000
Amount of AGI for itemized returns $53,146,000
Number of returns with State and local income taxes 800
State and local income taxes amount $2,224,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $40,000
Number of returns with real estate taxes 740
Real estate taxes amount $1,573,000
Number of returns with taxes paid 860
Taxes paid amount $4,149,000
Number of returns with mortgage interest paid 670
Mortgage interest paid amount $3,850,000
Number of returns with contributions 680
Contributions amount $2,329,000
Number of returns with taxable income 1,940
Taxable income amount $78,182,000
Number of returns with income tax before credits 1,930
Income tax before credits amount $10,982,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 740
Total tax credits amount $1,080,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $61,000
Number of returns with nonrefundable education credit 170
Nonrefundable education credit amount $218,000
Number of returns with retirement savings contribution credit 130
Retirement savings contribution credit amount $21,000
Number of returns with child tax credit 490
Child tax credit amount $728,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $32,000
Number of returns with self-employment tax 160
Self-employment tax amount $357,000
Number of returns with total tax payments 1,930
Total tax payments amount $13,320,000
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 80
Additional child tax credit amount $94,000
Number of returns with refundable education credit 120
Refundable education credit amount $119,000
Number of returns with income tax 1,860
Income tax amount [10] $9,902,000
Number of returns with tax liability 1,890
Total tax liability amount [11] $10,423,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 480
Tax due at time of filing amount [12] $992,000
Number of returns with overpayments refunded 1,440
Overpayments refunded amount [13] $3,825,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $84,000

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

Number of returns 1,240
Number of single returns 280
Number of joint returns 820
Number of head of household returns 110
Number of returns with paid preparer's signature 600
Number of exemptions 2,880
Number of dependents 820
Total number of volunteer prepared returns [5] 20
Number of volunteer income tax assistance (VITA) prepared returns [3] 20
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] 140
Number of elderly returns [4] 480
Adjust gross income (AGI) [5] $108,061,000
Number of returns with total income 1,240
Salaries and wages amount $108,891,000
Number of returns with salaries and wages 1,020
Salaries and wages amount $74,437
Number of returns with taxable interest 470
Taxable interest amount $637
Number of returns with ordinary dividends 360
Ordinary dividends amount $1,553,000
Number of returns with qualified dividends 330
Qualified dividends amount [6] $1,254
Number of returns with state and local income tax refunds 470
State and local income tax refunds amount $389
Number of returns with business or professional net income (less loss) 160
Business or professional net income (less loss) amount $868,000
Number of returns with net capital gain (less loss) 270
Net capital gain (less loss) amount $1,410,000
Number of returns with taxable individual retirement arrangements distributions 230
Taxable individual retirement arrangements distributions amount $3,037,000
Number of returns with taxable pensions and annuities 520
Taxable pensions and annuities amount $17,466,000
Number of farm returns 0
Number of returns with unemployment compensation 20
Unemployment compensation amount [7] $102,000
Number of returns with taxable Social Security benefits 390
Taxable Social Security benefits amount $8,121,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $546,000
Number of returns with total statutory adjustments 330
Total statutory adjustments amount $830,000
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 $589,000
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $169,000
Number of returns with IRA payments 30
IRA payments amount $88,000
Number of returns with student loan interest deduction 120
Student loan interest deduction amount $143,000
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 720
Total itemized deductions amount $14,283,000
Amount of AGI for itemized returns $63,292,000
Number of returns with State and local income taxes 690
State and local income taxes amount $2,688,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $57,000
Number of returns with real estate taxes 670
Real estate taxes amount $1,687,000
Number of returns with taxes paid 720
Taxes paid amount $4,742,000
Number of returns with mortgage interest paid 590
Mortgage interest paid amount $3,823,000
Number of returns with contributions 610
Contributions amount $2,925,000
Number of returns with taxable income 1,240
Taxable income amount $75,831,000
Number of returns with income tax before credits 1,240
Income tax before credits amount $11,143,000
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 $741,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $5,000
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 110
Nonrefundable education credit amount $149,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 320
Child tax credit amount $507,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $13,000
Number of returns with self-employment tax 110
Self-employment tax amount $241,000
Number of returns with total tax payments 1,240
Total tax payments amount $12,611,000
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 90
Refundable education credit amount $85,000
Number of returns with income tax 1,230
Income tax amount [10] $10,402,000
Number of returns with tax liability 1,230
Total tax liability amount [11] $10,731,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 360
Tax due at time of filing amount [12] $823,000
Number of returns with overpayments refunded 860
Overpayments refunded amount [13] $2,630,000
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 1,520
Number of single returns 170
Number of joint returns 1,270
Number of head of household returns 60
Number of returns with paid preparer's signature 770
Number of exemptions 3,920
Number of dependents 1,130
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] 110
Number of elderly returns [4] 650
Adjust gross income (AGI) [5] $199,022,000
Number of returns with total income 1,520
Salaries and wages amount $200,613,000
Number of returns with salaries and wages 1,290
Salaries and wages amount $133,134
Number of returns with taxable interest 770
Taxable interest amount $1,157
Number of returns with ordinary dividends 600
Ordinary dividends amount $3,958,000
Number of returns with qualified dividends 570
Qualified dividends amount [6] $3,242
Number of returns with state and local income tax refunds 760
State and local income tax refunds amount $675
Number of returns with business or professional net income (less loss) 220
Business or professional net income (less loss) amount $3,061,000
Number of returns with net capital gain (less loss) 470
Net capital gain (less loss) amount $5,276,000
Number of returns with taxable individual retirement arrangements distributions 340
Taxable individual retirement arrangements distributions amount $7,877,000
Number of returns with taxable pensions and annuities 710
Taxable pensions and annuities amount $31,410,000
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 470
Taxable Social Security benefits amount $10,643,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $1,563,000
Number of returns with total statutory adjustments 440
Total statutory adjustments amount $1,591,000
Number of returns with educator expenses 100
Educator expenses amount $26,000
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 $395,000
Number of returns with IRA payments 30
IRA payments amount $187,000
Number of returns with student loan interest deduction 160
Student loan interest deduction amount $192,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,160
Total itemized deductions amount $27,376,000
Amount of AGI for itemized returns $155,242,000
Number of returns with State and local income taxes 1,140
State and local income taxes amount $7,115,000
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 1,110
Real estate taxes amount $3,112,000
Number of returns with taxes paid 1,160
Taxes paid amount $10,945,000
Number of returns with mortgage interest paid 990
Mortgage interest paid amount $7,131,000
Number of returns with contributions 1,050
Contributions amount $5,506,000
Number of returns with taxable income 1,520
Taxable income amount $151,242,000
Number of returns with income tax before credits 1,510
Income tax before credits amount $25,347,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 600
Total tax credits amount $715,000
Number of returns with foreign tax credit 160
Foreign tax credit amount $18,000
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $72,000
Number of returns with nonrefundable education credit 180
Nonrefundable education credit amount $251,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 260
Child tax credit amount $338,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $23,000
Number of returns with self-employment tax 140
Self-employment tax amount $471,000
Number of returns with total tax payments 1,510
Total tax payments amount $26,312,000
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 150
Refundable education credit amount $150,000
Number of returns with income tax 1,510
Income tax amount [10] $24,631,000
Number of returns with tax liability 1,510
Total tax liability amount [11] $25,333,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 580
Tax due at time of filing amount [12] $2,424,000
Number of returns with overpayments refunded 890
Overpayments refunded amount [13] $3,180,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $202,000

Adjusted Gross Income: $200,000 or more

Number of returns 220
Number of single returns 30
Number of joint returns 190
Number of head of household returns 0
Number of returns with paid preparer's signature 150
Number of exemptions 570
Number of dependents 160
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] 110
Adjust gross income (AGI) [5] $72,133,000
Number of returns with total income 220
Salaries and wages amount $73,399,000
Number of returns with salaries and wages 190
Salaries and wages amount $31,627
Number of returns with taxable interest 160
Taxable interest amount $722
Number of returns with ordinary dividends 140
Ordinary dividends amount $2,592,000
Number of returns with qualified dividends 130
Qualified dividends amount [6] $2,188
Number of returns with state and local income tax refunds 110
State and local income tax refunds amount $235
Number of returns with business or professional net income (less loss) 40
Business or professional net income (less loss) amount $2,711,000
Number of returns with net capital gain (less loss) 130
Net capital gain (less loss) amount $6,697,000
Number of returns with taxable individual retirement arrangements distributions 60
Taxable individual retirement arrangements distributions amount $3,313,000
Number of returns with taxable pensions and annuities 110
Taxable pensions and annuities amount $8,161,000
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 $1,765,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $6,265,000
Number of returns with total statutory adjustments 80
Total statutory adjustments amount $1,266,000
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 $437,000
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 210
Total itemized deductions amount $9,394,000
Amount of AGI for itemized returns $68,550,000
Number of returns with State and local income taxes 210
State and local income taxes amount $3,441,000
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 200
Real estate taxes amount $862,000
Number of returns with taxes paid 210
Taxes paid amount $4,455,000
Number of returns with mortgage interest paid 150
Mortgage interest paid amount $1,388,000
Number of returns with contributions 190
Contributions amount $3,059,000
Number of returns with taxable income 220
Taxable income amount $60,659,000
Number of returns with income tax before credits 220
Income tax before credits amount $14,880,000
Number of returns with alternative minimum tax 110
Alternative minimum tax amount $350,000
Number of returns with total tax credits 80
Total tax credits amount $75,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $20,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 50
Self-employment tax amount $434,000
Number of returns with total tax payments 220
Total tax payments amount $13,636,000
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 220
Income tax amount [10] $14,624,000
Number of returns with tax liability 220
Total tax liability amount [11] $15,395,000
Number of returns with net investment income tax 100
Net investment income tax $232,000
Number of returns with tax due at time of filing 120
Tax due at time of filing amount [12] $2,777,000
Number of returns with overpayments refunded 90
Overpayments refunded amount [13] $569,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $435,000

[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.