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ZIP Code Database - Facts & Stats

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ZIP Code 25314 Income Tax Stats

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

ZIP Code 25314 Data

Zip Code:25314
City:Charleston
State:WV [West Virginia]
Counties: KANAWHA, WV
City Alias(es):Charleston
Area Code:304
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





25314 Income Tax Overview

Total Number of Tax Returns for ZIP Code 25314 [1] 6,880
Total Number of Single Tax Returns for ZIP Code 25314 2,200
Total Number of Joint Tax Returns for ZIP Code 25314 2,940
Total Number of Dependents for ZIP Code 25314 3,890
Total Adjusted Gross Income for ZIP Code 25314 $798,759,000
Average Income per Person for ZIP Code 25314 $54,928
Average Income per Household for ZIP Code 25314 $116,099

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 1,850
Number of single returns 1,420
Number of joint returns 200
Number of head of household returns 190
Number of returns with paid preparer's signature 710
Number of exemptions 2,090
Number of dependents 520
Total number of volunteer prepared returns [5] 60
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 60
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 270
Number of elderly returns [4] 420
Adjust gross income (AGI) [5] $20,888,000
Number of returns with total income 1,850
Salaries and wages amount $21,340,000
Number of returns with salaries and wages 1,370
Salaries and wages amount $14,928
Number of returns with taxable interest 340
Taxable interest amount $216
Number of returns with ordinary dividends 310
Ordinary dividends amount $589,000
Number of returns with qualified dividends 290
Qualified dividends amount [6] $443
Number of returns with state and local income tax refunds 0
State and local income tax refunds amount $0
Number of returns with business or professional net income (less loss) 210
Business or professional net income (less loss) amount $1,350,000
Number of returns with net capital gain (less loss) 250
Net capital gain (less loss) amount $584,000
Number of returns with taxable individual retirement arrangements distributions 130
Taxable individual retirement arrangements distributions amount $728,000
Number of returns with taxable pensions and annuities 300
Taxable pensions and annuities amount $2,731,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $137,000
Number of returns with taxable Social Security benefits 120
Taxable Social Security benefits amount $220,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $45,000
Number of returns with total statutory adjustments 280
Total statutory adjustments amount $452,000
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 $55,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 90
Student loan interest deduction amount $91,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $78,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 80
Total itemized deductions amount $1,156,000
Amount of AGI for itemized returns $1,109,000
Number of returns with State and local income taxes 40
State and local income taxes amount $52,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $18,000
Number of returns with real estate taxes 50
Real estate taxes amount $84,000
Number of returns with taxes paid 70
Taxes paid amount $230,000
Number of returns with mortgage interest paid 40
Mortgage interest paid amount $208,000
Number of returns with contributions 50
Contributions amount $88,000
Number of returns with taxable income 810
Taxable income amount $4,926,000
Number of returns with income tax before credits 760
Income tax before credits amount $518,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 190
Total tax credits amount $60,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 40
Nonrefundable education credit amount $32,000
Number of returns with retirement savings contribution credit 80
Retirement savings contribution credit amount $12,000
Number of returns with child tax credit 30
Child tax credit amount $11,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 170
Self-employment tax amount $250,000
Number of returns with total tax payments 1,600
Total tax payments amount $3,081,000
Number of returns with earned income credit 470
Earned income credit amount [8] $1,069,000
Number of returns with excess earned income credit 410
Excess earned income credit (refundable) amount [9] $962,000
Number of returns with additional child tax credit 240
Additional child tax credit amount $281,000
Number of returns with refundable education credit 60
Refundable education credit amount $49,000
Number of returns with income tax 670
Income tax amount [10] $458,000
Number of returns with tax liability 810
Total tax liability amount [11] $745,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 180
Tax due at time of filing amount [12] $170,000
Number of returns with overpayments refunded 1,480
Overpayments refunded amount [13] $2,463,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $40,000

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

Number of returns 1,300
Number of single returns 770
Number of joint returns 280
Number of head of household returns 210
Number of returns with paid preparer's signature 480
Number of exemptions 2,180
Number of dependents 600
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] 190
Number of elderly returns [4] 380
Adjust gross income (AGI) [5] $47,911,000
Number of returns with total income 1,300
Salaries and wages amount $48,600,000
Number of returns with salaries and wages 1,030
Salaries and wages amount $34,521
Number of returns with taxable interest 330
Taxable interest amount $228
Number of returns with ordinary dividends 250
Ordinary dividends amount $965,000
Number of returns with qualified dividends 240
Qualified dividends amount [6] $749
Number of returns with state and local income tax refunds 90
State and local income tax refunds amount $56
Number of returns with business or professional net income (less loss) 150
Business or professional net income (less loss) amount $1,852,000
Number of returns with net capital gain (less loss) 200
Net capital gain (less loss) amount $824,000
Number of returns with taxable individual retirement arrangements distributions 160
Taxable individual retirement arrangements distributions amount $1,673,000
Number of returns with taxable pensions and annuities 290
Taxable pensions and annuities amount $5,556,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $168,000
Number of returns with taxable Social Security benefits 310
Taxable Social Security benefits amount $2,395,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $278,000
Number of returns with total statutory adjustments 320
Total statutory adjustments amount $689,000
Number of returns with educator expenses 40
Educator expenses amount $10,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $162,000
Number of returns with IRA payments 30
IRA payments amount $126,000
Number of returns with student loan interest deduction 170
Student loan interest deduction amount $176,000
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 180
Total itemized deductions amount $2,965,000
Amount of AGI for itemized returns $6,941,000
Number of returns with State and local income taxes 150
State and local income taxes amount $308,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $38,000
Number of returns with real estate taxes 140
Real estate taxes amount $230,000
Number of returns with taxes paid 180
Taxes paid amount $599,000
Number of returns with mortgage interest paid 120
Mortgage interest paid amount $649,000
Number of returns with contributions 110
Contributions amount $346,000
Number of returns with taxable income 1,260
Taxable income amount $27,068,000
Number of returns with income tax before credits 1,250
Income tax before credits amount $3,306,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 450
Total tax credits amount $359,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $24,000
Number of returns with nonrefundable education credit 60
Nonrefundable education credit amount $69,000
Number of returns with retirement savings contribution credit 170
Retirement savings contribution credit amount $30,000
Number of returns with child tax credit 230
Child tax credit amount $226,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $8,000
Number of returns with self-employment tax 120
Self-employment tax amount $344,000
Number of returns with total tax payments 1,260
Total tax payments amount $5,499,000
Number of returns with earned income credit 230
Earned income credit amount [8] $492,000
Number of returns with excess earned income credit 190
Excess earned income credit (refundable) amount [9] $411,000
Number of returns with additional child tax credit 150
Additional child tax credit amount $207,000
Number of returns with refundable education credit 40
Refundable education credit amount $31,000
Number of returns with income tax 1,100
Income tax amount [10] $2,946,000
Number of returns with tax liability 1,150
Total tax liability amount [11] $3,359,000
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] $370,000
Number of returns with overpayments refunded 1,040
Overpayments refunded amount [13] $2,433,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $58,000

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

Number of returns 890
Number of single returns 430
Number of joint returns 310
Number of head of household returns 110
Number of returns with paid preparer's signature 360
Number of exemptions 1,630
Number of dependents 430
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] 90
Number of elderly returns [4] 330
Adjust gross income (AGI) [5] $54,626,000
Number of returns with total income 890
Salaries and wages amount $55,381,000
Number of returns with salaries and wages 710
Salaries and wages amount $37,790
Number of returns with taxable interest 330
Taxable interest amount $387
Number of returns with ordinary dividends 250
Ordinary dividends amount $1,588,000
Number of returns with qualified dividends 240
Qualified dividends amount [6] $1,265
Number of returns with state and local income tax refunds 140
State and local income tax refunds amount $93
Number of returns with business or professional net income (less loss) 120
Business or professional net income (less loss) amount $1,372,000
Number of returns with net capital gain (less loss) 210
Net capital gain (less loss) amount $789,000
Number of returns with taxable individual retirement arrangements distributions 160
Taxable individual retirement arrangements distributions amount $1,996,000
Number of returns with taxable pensions and annuities 250
Taxable pensions and annuities amount $6,352,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $193,000
Number of returns with taxable Social Security benefits 240
Taxable Social Security benefits amount $3,980,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $550,000
Number of returns with total statutory adjustments 250
Total statutory adjustments amount $755,000
Number of returns with educator expenses 30
Educator expenses amount $8,000
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 $149,000
Number of returns with IRA payments 30
IRA payments amount $124,000
Number of returns with student loan interest deduction 120
Student loan interest deduction amount $162,000
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 310
Total itemized deductions amount $4,975,000
Amount of AGI for itemized returns $19,475,000
Number of returns with State and local income taxes 290
State and local income taxes amount $913,000
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 270
Real estate taxes amount $457,000
Number of returns with taxes paid 310
Taxes paid amount $1,465,000
Number of returns with mortgage interest paid 220
Mortgage interest paid amount $1,166,000
Number of returns with contributions 220
Contributions amount $757,000
Number of returns with taxable income 880
Taxable income amount $37,543,000
Number of returns with income tax before credits 880
Income tax before credits amount $5,341,000
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 $399,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $8,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $16,000
Number of returns with nonrefundable education credit 50
Nonrefundable education credit amount $69,000
Number of returns with retirement savings contribution credit 50
Retirement savings contribution credit amount $8,000
Number of returns with child tax credit 190
Child tax credit amount $282,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 90
Self-employment tax amount $298,000
Number of returns with total tax payments 880
Total tax payments amount $6,681,000
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 20
Additional child tax credit amount $22,000
Number of returns with refundable education credit 40
Refundable education credit amount $33,000
Number of returns with income tax 850
Income tax amount [10] $4,942,000
Number of returns with tax liability 860
Total tax liability amount [11] $5,314,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 200
Tax due at time of filing amount [12] $412,000
Number of returns with overpayments refunded 660
Overpayments refunded amount [13] $1,678,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $93,000

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

Number of returns 670
Number of single returns 240
Number of joint returns 370
Number of head of household returns 60
Number of returns with paid preparer's signature 330
Number of exemptions 1,440
Number of dependents 400
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 60
Number of elderly returns [4] 290
Adjust gross income (AGI) [5] $58,742,000
Number of returns with total income 670
Salaries and wages amount $59,796,000
Number of returns with salaries and wages 540
Salaries and wages amount $39,267
Number of returns with taxable interest 300
Taxable interest amount $318
Number of returns with ordinary dividends 230
Ordinary dividends amount $1,593,000
Number of returns with qualified dividends 220
Qualified dividends amount [6] $1,296
Number of returns with state and local income tax refunds 150
State and local income tax refunds amount $130
Number of returns with business or professional net income (less loss) 130
Business or professional net income (less loss) amount $2,146,000
Number of returns with net capital gain (less loss) 190
Net capital gain (less loss) amount $746,000
Number of returns with taxable individual retirement arrangements distributions 150
Taxable individual retirement arrangements distributions amount $2,874,000
Number of returns with taxable pensions and annuities 210
Taxable pensions and annuities amount $6,735,000
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 230
Taxable Social Security benefits amount $5,085,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $572,000
Number of returns with total statutory adjustments 250
Total statutory adjustments amount $1,054,000
Number of returns with educator expenses 30
Educator expenses amount $8,000
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 $277,000
Number of returns with IRA payments 20
IRA payments amount $155,000
Number of returns with student loan interest deduction 100
Student loan interest deduction amount $121,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 300
Total itemized deductions amount $5,387,000
Amount of AGI for itemized returns $26,442,000
Number of returns with State and local income taxes 300
State and local income taxes amount $1,419,000
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 280
Real estate taxes amount $580,000
Number of returns with taxes paid 300
Taxes paid amount $2,104,000
Number of returns with mortgage interest paid 230
Mortgage interest paid amount $1,430,000
Number of returns with contributions 230
Contributions amount $849,000
Number of returns with taxable income 670
Taxable income amount $43,192,000
Number of returns with income tax before credits 670
Income tax before credits amount $6,625,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 280
Total tax credits amount $397,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $7,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $30,000
Number of returns with nonrefundable education credit 50
Nonrefundable education credit amount $72,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 160
Child tax credit amount $248,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 110
Self-employment tax amount $414,000
Number of returns with total tax payments 660
Total tax payments amount $7,822,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 40
Refundable education credit amount $31,000
Number of returns with income tax 670
Income tax amount [10] $6,228,000
Number of returns with tax liability 670
Total tax liability amount [11] $6,694,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 180
Tax due at time of filing amount [12] $632,000
Number of returns with overpayments refunded 460
Overpayments refunded amount [13] $1,642,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $117,000

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

Number of returns 1,240
Number of single returns 200
Number of joint returns 960
Number of head of household returns 60
Number of returns with paid preparer's signature 640
Number of exemptions 3,190
Number of dependents 1,000
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] 70
Number of elderly returns [4] 520
Adjust gross income (AGI) [5] $172,475,000
Number of returns with total income 1,240
Salaries and wages amount $176,526,000
Number of returns with salaries and wages 1,010
Salaries and wages amount $106,834
Number of returns with taxable interest 720
Taxable interest amount $1,262
Number of returns with ordinary dividends 570
Ordinary dividends amount $6,306,000
Number of returns with qualified dividends 540
Qualified dividends amount [6] $5,193
Number of returns with state and local income tax refunds 390
State and local income tax refunds amount $465
Number of returns with business or professional net income (less loss) 290
Business or professional net income (less loss) amount $8,145,000
Number of returns with net capital gain (less loss) 530
Net capital gain (less loss) amount $4,978,000
Number of returns with taxable individual retirement arrangements distributions 300
Taxable individual retirement arrangements distributions amount $8,997,000
Number of returns with taxable pensions and annuities 440
Taxable pensions and annuities amount $16,546,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $281,000
Number of returns with taxable Social Security benefits 390
Taxable Social Security benefits amount $10,689,000
Number of returns with partnership/S-corp net income (less loss) 220
Partnership/S-corp net income (less loss) amount $10,612,000
Number of returns with total statutory adjustments 510
Total statutory adjustments amount $4,051,000
Number of returns with educator expenses 50
Educator expenses amount $13,000
Number of returns with self-employment retirement plans 80
Self-employment retirement plans amount $1,280,000
Number of returns with self-employment health insurance deduction 90
Self-employment health insurance deduction amount $937,000
Number of returns with IRA payments 60
IRA payments amount $443,000
Number of returns with student loan interest deduction 160
Student loan interest deduction amount $199,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $45,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 920
Total itemized deductions amount $21,429,000
Amount of AGI for itemized returns $133,170,000
Number of returns with State and local income taxes 900
State and local income taxes amount $7,616,000
Number of returns with State and local general sales tax 20
State and local general sales tax amount $39,000
Number of returns with real estate taxes 870
Real estate taxes amount $2,050,000
Number of returns with taxes paid 920
Taxes paid amount $10,129,000
Number of returns with mortgage interest paid 700
Mortgage interest paid amount $4,785,000
Number of returns with contributions 780
Contributions amount $3,968,000
Number of returns with taxable income 1,230
Taxable income amount $134,133,000
Number of returns with income tax before credits 1,230
Income tax before credits amount $23,385,000
Number of returns with alternative minimum tax 30
Alternative minimum tax amount $112,000
Number of returns with total tax credits 550
Total tax credits amount $559,000
Number of returns with foreign tax credit 230
Foreign tax credit amount $45,000
Number of returns with child and dependent care credit 130
Child and dependent care credit amount $73,000
Number of returns with nonrefundable education credit 80
Nonrefundable education credit amount $114,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 210
Child tax credit amount $271,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $5,000
Number of returns with self-employment tax 280
Self-employment tax amount $2,084,000
Number of returns with total tax payments 1,230
Total tax payments amount $26,686,000
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 70
Refundable education credit amount $61,000
Number of returns with income tax 1,230
Income tax amount [10] $22,826,000
Number of returns with tax liability 1,230
Total tax liability amount [11] $25,110,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 450
Tax due at time of filing amount [12] $2,246,000
Number of returns with overpayments refunded 660
Overpayments refunded amount [13] $2,957,000
Number of returns with credit to next year’s estimated tax 150
Credited to next year’s estimated tax amount $824,000

Adjusted Gross Income: $200,000 or more

Number of returns 930
Number of single returns 80
Number of joint returns 820
Number of head of household returns 30
Number of returns with paid preparer's signature 710
Number of exemptions 2,690
Number of dependents 940
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] 400
Adjust gross income (AGI) [5] $444,117,000
Number of returns with total income 930
Salaries and wages amount $461,269,000
Number of returns with salaries and wages 780
Salaries and wages amount $193,608
Number of returns with taxable interest 770
Taxable interest amount $4,923
Number of returns with ordinary dividends 680
Ordinary dividends amount $19,562,000
Number of returns with qualified dividends 670
Qualified dividends amount [6] $15,407
Number of returns with state and local income tax refunds 310
State and local income tax refunds amount $2,060
Number of returns with business or professional net income (less loss) 340
Business or professional net income (less loss) amount $35,670,000
Number of returns with net capital gain (less loss) 660
Net capital gain (less loss) amount $32,871,000
Number of returns with taxable individual retirement arrangements distributions 220
Taxable individual retirement arrangements distributions amount $9,558,000
Number of returns with taxable pensions and annuities 220
Taxable pensions and annuities amount $11,867,000
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 240
Taxable Social Security benefits amount $7,515,000
Number of returns with partnership/S-corp net income (less loss) 450
Partnership/S-corp net income (less loss) amount $132,920,000
Number of returns with total statutory adjustments 510
Total statutory adjustments amount $17,152,000
Number of returns with educator expenses 20
Educator expenses amount $6,000
Number of returns with self-employment retirement plans 200
Self-employment retirement plans amount $8,496,000
Number of returns with self-employment health insurance deduction 230
Self-employment health insurance deduction amount $3,443,000
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 40
Domestic production activities deduction amount $623,000
Number of returns with itemized deductions 910
Total itemized deductions amount $59,357,000
Amount of AGI for itemized returns $436,170,000
Number of returns with State and local income taxes 900
State and local income taxes amount $28,155,000
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 880
Real estate taxes amount $3,942,000
Number of returns with taxes paid 910
Taxes paid amount $33,010,000
Number of returns with mortgage interest paid 630
Mortgage interest paid amount $6,760,000
Number of returns with contributions 840
Contributions amount $13,230,000
Number of returns with taxable income 930
Taxable income amount $378,300,000
Number of returns with income tax before credits 930
Income tax before credits amount $105,521,000
Number of returns with alternative minimum tax 570
Alternative minimum tax amount $3,191,000
Number of returns with total tax credits 500
Total tax credits amount $1,275,000
Number of returns with foreign tax credit 410
Foreign tax credit amount $275,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $43,000
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 20
Residential energy tax credit amount $8,000
Number of returns with self-employment tax 410
Self-employment tax amount $6,997,000
Number of returns with total tax payments 920
Total tax payments amount $116,066,000
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 930
Income tax amount [10] $104,246,000
Number of returns with tax liability 930
Total tax liability amount [11] $114,436,000
Number of returns with net investment income tax 580
Net investment income tax $1,814,000
Number of returns with tax due at time of filing 440
Tax due at time of filing amount [12] $10,813,000
Number of returns with overpayments refunded 270
Overpayments refunded amount [13] $3,075,000
Number of returns with credit to next year’s estimated tax 240
Credited to next year’s estimated tax amount $9,242,000

[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.