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ZIP Code Database - Facts & Stats

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ZIP Code 25411 Income Tax Stats

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

ZIP Code 25411 Data

Zip Code:25411
City:Berkeley Springs
State:WV [West Virginia]
Counties: MORGAN, WV
City Alias(es):Berkeley Springs
Area Code:681
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


25411 Income Tax Overview

Total Number of Tax Returns for ZIP Code 25411 [1] 5,850
Total Number of Single Tax Returns for ZIP Code 25411 2,420
Total Number of Joint Tax Returns for ZIP Code 25411 2,490
Total Number of Dependents for ZIP Code 25411 2,940
Total Adjusted Gross Income for ZIP Code 25411 $277,636,000
Average Income per Person for ZIP Code 25411 $21,977
Average Income per Household for ZIP Code 25411 $47,459

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 2,280
Number of single returns 1,540
Number of joint returns 420
Number of head of household returns 290
Number of returns with paid preparer's signature 950
Number of exemptions 3,180
Number of dependents 800
Total number of volunteer prepared returns [5] 150
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 150
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 350
Number of elderly returns [4] 720
Adjust gross income (AGI) [5] $27,609,000
Number of returns with total income 2,280
Salaries and wages amount $28,017,000
Number of returns with salaries and wages 1,590
Salaries and wages amount $19,078
Number of returns with taxable interest 430
Taxable interest amount $332
Number of returns with ordinary dividends 210
Ordinary dividends amount $349,000
Number of returns with qualified dividends 190
Qualified dividends amount [6] $241
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) 270
Business or professional net income (less loss) amount $1,845,000
Number of returns with net capital gain (less loss) 160
Net capital gain (less loss) amount $105,000
Number of returns with taxable individual retirement arrangements distributions 210
Taxable individual retirement arrangements distributions amount $1,038,000
Number of returns with taxable pensions and annuities 480
Taxable pensions and annuities amount $4,438,000
Number of farm returns 50
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $204,000
Number of returns with taxable Social Security benefits 150
Taxable Social Security benefits amount $261,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $143,000
Number of returns with total statutory adjustments 310
Total statutory adjustments amount $408,000
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 $111,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 60
Student loan interest deduction amount $43,000
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 80
Total itemized deductions amount $1,182,000
Amount of AGI for itemized returns $1,253,000
Number of returns with State and local income taxes 40
State and local income taxes amount $53,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $19,000
Number of returns with real estate taxes 70
Real estate taxes amount $104,000
Number of returns with taxes paid 80
Taxes paid amount $195,000
Number of returns with mortgage interest paid 50
Mortgage interest paid amount $330,000
Number of returns with contributions 50
Contributions amount $119,000
Number of returns with taxable income 920
Taxable income amount $5,398,000
Number of returns with income tax before credits 920
Income tax before credits amount $569,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 170
Total tax credits amount $57,000
Number of returns with foreign tax credit 20
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 30
Nonrefundable education credit amount $18,000
Number of returns with retirement savings contribution credit 80
Retirement savings contribution credit amount $12,000
Number of returns with child tax credit 60
Child tax credit amount $21,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 230
Self-employment tax amount $326,000
Number of returns with total tax payments 1,980
Total tax payments amount $4,192,000
Number of returns with earned income credit 700
Earned income credit amount [8] $1,599,000
Number of returns with excess earned income credit 610
Excess earned income credit (refundable) amount [9] $1,420,000
Number of returns with additional child tax credit 350
Additional child tax credit amount $398,000
Number of returns with refundable education credit 50
Refundable education credit amount $44,000
Number of returns with income tax 810
Income tax amount [10] $511,000
Number of returns with tax liability 1,030
Total tax liability amount [11] $876,000
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] $117,000
Number of returns with overpayments refunded 1,840
Overpayments refunded amount [13] $3,395,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $30,000

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

Number of returns 1,500
Number of single returns 670
Number of joint returns 540
Number of head of household returns 230
Number of returns with paid preparer's signature 730
Number of exemptions 2,870
Number of dependents 830
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] 250
Number of elderly returns [4] 430
Adjust gross income (AGI) [5] $54,481,000
Number of returns with total income 1,500
Salaries and wages amount $55,138,000
Number of returns with salaries and wages 1,220
Salaries and wages amount $40,520
Number of returns with taxable interest 300
Taxable interest amount $247
Number of returns with ordinary dividends 160
Ordinary dividends amount $383,000
Number of returns with qualified dividends 150
Qualified dividends amount [6] $306
Number of returns with state and local income tax refunds 120
State and local income tax refunds amount $58
Number of returns with business or professional net income (less loss) 190
Business or professional net income (less loss) amount $1,464,000
Number of returns with net capital gain (less loss) 120
Net capital gain (less loss) amount $384,000
Number of returns with taxable individual retirement arrangements distributions 130
Taxable individual retirement arrangements distributions amount $1,373,000
Number of returns with taxable pensions and annuities 390
Taxable pensions and annuities amount $7,561,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $250,000
Number of returns with taxable Social Security benefits 360
Taxable Social Security benefits amount $2,374,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $517,000
Number of returns with total statutory adjustments 280
Total statutory adjustments amount $657,000
Number of returns with educator expenses 40
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 30
Self-employment health insurance deduction amount $143,000
Number of returns with IRA payments 30
IRA payments amount $122,000
Number of returns with student loan interest deduction 90
Student loan interest deduction amount $81,000
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 220
Total itemized deductions amount $3,252,000
Amount of AGI for itemized returns $8,623,000
Number of returns with State and local income taxes 190
State and local income taxes amount $337,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $47,000
Number of returns with real estate taxes 180
Real estate taxes amount $250,000
Number of returns with taxes paid 220
Taxes paid amount $668,000
Number of returns with mortgage interest paid 150
Mortgage interest paid amount $840,000
Number of returns with contributions 140
Contributions amount $508,000
Number of returns with taxable income 1,450
Taxable income amount $27,642,000
Number of returns with income tax before credits 1,440
Income tax before credits amount $3,352,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 510
Total tax credits amount $381,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $14,000
Number of returns with nonrefundable education credit 60
Nonrefundable education credit amount $49,000
Number of returns with retirement savings contribution credit 240
Retirement savings contribution credit amount $55,000
Number of returns with child tax credit 290
Child tax credit amount $262,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 150
Self-employment tax amount $343,000
Number of returns with total tax payments 1,480
Total tax payments amount $6,534,000
Number of returns with earned income credit 330
Earned income credit amount [8] $703,000
Number of returns with excess earned income credit 260
Excess earned income credit (refundable) amount [9] $593,000
Number of returns with additional child tax credit 230
Additional child tax credit amount $321,000
Number of returns with refundable education credit 40
Refundable education credit amount $31,000
Number of returns with income tax 1,230
Income tax amount [10] $2,971,000
Number of returns with tax liability 1,290
Total tax liability amount [11] $3,403,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 190
Tax due at time of filing amount [12] $268,000
Number of returns with overpayments refunded 1,280
Overpayments refunded amount [13] $3,348,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $44,000

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

Number of returns 910
Number of single returns 270
Number of joint returns 550
Number of head of household returns 70
Number of returns with paid preparer's signature 510
Number of exemptions 1,970
Number of dependents 520
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] 110
Number of elderly returns [4] 330
Adjust gross income (AGI) [5] $55,796,000
Number of returns with total income 910
Salaries and wages amount $56,401,000
Number of returns with salaries and wages 730
Salaries and wages amount $38,828
Number of returns with taxable interest 270
Taxable interest amount $487
Number of returns with ordinary dividends 150
Ordinary dividends amount $575,000
Number of returns with qualified dividends 140
Qualified dividends amount [6] $437
Number of returns with state and local income tax refunds 120
State and local income tax refunds amount $73
Number of returns with business or professional net income (less loss) 140
Business or professional net income (less loss) amount $1,838,000
Number of returns with net capital gain (less loss) 120
Net capital gain (less loss) amount $453,000
Number of returns with taxable individual retirement arrangements distributions 130
Taxable individual retirement arrangements distributions amount $1,385,000
Number of returns with taxable pensions and annuities 300
Taxable pensions and annuities amount $8,025,000
Number of farm returns 20
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $182,000
Number of returns with taxable Social Security benefits 280
Taxable Social Security benefits amount $4,095,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $378,000
Number of returns with total statutory adjustments 220
Total statutory adjustments amount $605,000
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 30
Self-employment health insurance deduction amount $160,000
Number of returns with IRA payments 20
IRA payments amount $116,000
Number of returns with student loan interest deduction 70
Student loan interest deduction amount $77,000
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 250
Total itemized deductions amount $4,174,000
Amount of AGI for itemized returns $15,385,000
Number of returns with State and local income taxes 230
State and local income taxes amount $695,000
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 230
Real estate taxes amount $378,000
Number of returns with taxes paid 250
Taxes paid amount $1,162,000
Number of returns with mortgage interest paid 200
Mortgage interest paid amount $1,265,000
Number of returns with contributions 160
Contributions amount $567,000
Number of returns with taxable income 900
Taxable income amount $36,256,000
Number of returns with income tax before credits 900
Income tax before credits amount $4,919,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 340
Total tax credits amount $424,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 20
Child and dependent care credit amount $9,000
Number of returns with nonrefundable education credit 40
Nonrefundable education credit amount $47,000
Number of returns with retirement savings contribution credit 90
Retirement savings contribution credit amount $14,000
Number of returns with child tax credit 220
Child tax credit amount $337,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $43,000
Number of returns with self-employment tax 100
Self-employment tax amount $314,000
Number of returns with total tax payments 890
Total tax payments amount $6,369,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 30
Additional child tax credit amount $40,000
Number of returns with refundable education credit 30
Refundable education credit amount $27,000
Number of returns with income tax 870
Income tax amount [10] $4,495,000
Number of returns with tax liability 880
Total tax liability amount [11] $4,863,000
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] $410,000
Number of returns with overpayments refunded 690
Overpayments refunded amount [13] $1,853,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $66,000

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

Number of returns 500
Number of single returns 70
Number of joint returns 400
Number of head of household returns 40
Number of returns with paid preparer's signature 270
Number of exemptions 1,240
Number of dependents 340
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] 180
Adjust gross income (AGI) [5] $43,197,000
Number of returns with total income 500
Salaries and wages amount $43,570,000
Number of returns with salaries and wages 420
Salaries and wages amount $30,872
Number of returns with taxable interest 170
Taxable interest amount $183
Number of returns with ordinary dividends 120
Ordinary dividends amount $438,000
Number of returns with qualified dividends 110
Qualified dividends amount [6] $312
Number of returns with state and local income tax refunds 110
State and local income tax refunds amount $87
Number of returns with business or professional net income (less loss) 90
Business or professional net income (less loss) amount $645,000
Number of returns with net capital gain (less loss) 90
Net capital gain (less loss) amount $415,000
Number of returns with taxable individual retirement arrangements distributions 100
Taxable individual retirement arrangements distributions amount $1,531,000
Number of returns with taxable pensions and annuities 170
Taxable pensions and annuities amount $5,655,000
Number of farm returns 30
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $112,000
Number of returns with taxable Social Security benefits 150
Taxable Social Security benefits amount $2,859,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $559,000
Number of returns with total statutory adjustments 150
Total statutory adjustments amount $373,000
Number of returns with educator expenses 30
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 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 20
IRA payments amount $85,000
Number of returns with student loan interest deduction 70
Student loan interest deduction amount $79,000
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 220
Total itemized deductions amount $4,109,000
Amount of AGI for itemized returns $18,825,000
Number of returns with State and local income taxes 210
State and local income taxes amount $941,000
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 210
Real estate taxes amount $325,000
Number of returns with taxes paid 220
Taxes paid amount $1,367,000
Number of returns with mortgage interest paid 190
Mortgage interest paid amount $1,320,000
Number of returns with contributions 150
Contributions amount $541,000
Number of returns with taxable income 500
Taxable income amount $30,510,000
Number of returns with income tax before credits 500
Income tax before credits amount $4,330,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 210
Total tax credits amount $319,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $18,000
Number of returns with nonrefundable education credit 40
Nonrefundable education credit amount $42,000
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 $242,000
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 $172,000
Number of returns with total tax payments 500
Total tax payments amount $5,311,000
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 500
Income tax amount [10] $4,011,000
Number of returns with tax liability 500
Total tax liability amount [11] $4,222,000
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] $308,000
Number of returns with overpayments refunded 390
Overpayments refunded amount [13] $1,373,000
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 580
Number of single returns 60
Number of joint returns 510
Number of head of household returns 0
Number of returns with paid preparer's signature 350
Number of exemptions 1,470
Number of dependents 380
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 50
Number of elderly returns [4] 220
Adjust gross income (AGI) [5] $73,767,000
Number of returns with total income 580
Salaries and wages amount $74,498,000
Number of returns with salaries and wages 480
Salaries and wages amount $51,319
Number of returns with taxable interest 260
Taxable interest amount $315
Number of returns with ordinary dividends 190
Ordinary dividends amount $799,000
Number of returns with qualified dividends 180
Qualified dividends amount [6] $604
Number of returns with state and local income tax refunds 200
State and local income tax refunds amount $204
Number of returns with business or professional net income (less loss) 100
Business or professional net income (less loss) amount $1,210,000
Number of returns with net capital gain (less loss) 140
Net capital gain (less loss) amount $1,244,000
Number of returns with taxable individual retirement arrangements distributions 120
Taxable individual retirement arrangements distributions amount $2,940,000
Number of returns with taxable pensions and annuities 230
Taxable pensions and annuities amount $11,074,000
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 180
Taxable Social Security benefits amount $4,209,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $1,186,000
Number of returns with total statutory adjustments 200
Total statutory adjustments amount $731,000
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 30
Self-employment health insurance deduction amount $388,000
Number of returns with IRA payments 30
IRA payments amount $139,000
Number of returns with student loan interest deduction 80
Student loan interest deduction amount $101,000
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 400
Total itemized deductions amount $8,968,000
Amount of AGI for itemized returns $53,296,000
Number of returns with State and local income taxes 390
State and local income taxes amount $2,860,000
Number of returns with State and local general sales tax 0
State and local general sales tax amount $0
Number of returns with real estate taxes 390
Real estate taxes amount $805,000
Number of returns with taxes paid 400
Taxes paid amount $3,868,000
Number of returns with mortgage interest paid 350
Mortgage interest paid amount $2,523,000
Number of returns with contributions 310
Contributions amount $1,220,000
Number of returns with taxable income 580
Taxable income amount $56,550,000
Number of returns with income tax before credits 580
Income tax before credits amount $9,386,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 210
Total tax credits amount $259,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $10,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $17,000
Number of returns with nonrefundable education credit 50
Nonrefundable education credit amount $60,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 100
Child tax credit amount $142,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 70
Self-employment tax amount $269,000
Number of returns with total tax payments 580
Total tax payments amount $10,537,000
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 $33,000
Number of returns with income tax 570
Income tax amount [10] $9,127,000
Number of returns with tax liability 570
Total tax liability amount [11] $9,481,000
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] $631,000
Number of returns with overpayments refunded 390
Overpayments refunded amount [13] $1,606,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $207,000

Adjusted Gross Income: $200,000 or more

Number of returns 80
Number of single returns 0
Number of joint returns 70
Number of head of household returns 0
Number of returns with paid preparer's signature 60
Number of exemptions 220
Number of dependents 70
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] 40
Adjust gross income (AGI) [5] $22,786,000
Number of returns with total income 80
Salaries and wages amount $23,269,000
Number of returns with salaries and wages 70
Salaries and wages amount $12,244
Number of returns with taxable interest 60
Taxable interest amount $49
Number of returns with ordinary dividends 40
Ordinary dividends amount $584,000
Number of returns with qualified dividends 40
Qualified dividends amount [6] $485
Number of returns with state and local income tax refunds 40
State and local income tax refunds amount $113
Number of returns with business or professional net income (less loss) 30
Business or professional net income (less loss) amount $1,361,000
Number of returns with net capital gain (less loss) 40
Net capital gain (less loss) amount $859,000
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 40
Taxable pensions and annuities amount $2,176,000
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 $4,030,000
Number of returns with total statutory adjustments 40
Total statutory adjustments amount $483,000
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 80
Total itemized deductions amount $2,725,000
Amount of AGI for itemized returns $22,100,000
Number of returns with State and local income taxes 80
State and local income taxes amount $1,283,000
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 70
Real estate taxes amount $229,000
Number of returns with taxes paid 80
Taxes paid amount $1,550,000
Number of returns with mortgage interest paid 60
Mortgage interest paid amount $500,000
Number of returns with contributions 70
Contributions amount $621,000
Number of returns with taxable income 80
Taxable income amount $19,336,000
Number of returns with income tax before credits 80
Income tax before credits amount $4,516,000
Number of returns with alternative minimum tax 40
Alternative minimum tax amount $120,000
Number of returns with total tax credits 20
Total tax credits amount $16,000
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 20
Self-employment tax amount $130,000
Number of returns with total tax payments 80
Total tax payments amount $4,595,000
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 80
Income tax amount [10] $4,488,000
Number of returns with tax liability 80
Total tax liability amount [11] $4,718,000
Number of returns with net investment income tax 30
Net investment income tax $39,000
Number of returns with tax due at time of filing 40
Tax due at time of filing amount [12] $452,000
Number of returns with overpayments refunded 20
Overpayments refunded amount [13] $120,000
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.