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ZIP Code Database - Facts & Stats

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ZIP Code 29073 Income Tax Stats

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

ZIP Code 29073 Data

Zip Code:29073
City:Lexington
State:SC [South Carolina]
Counties: LEXINGTON, SC
City Alias(es):Lexington
Area Code:803
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


29073 Income Tax Overview

Total Number of Tax Returns for ZIP Code 29073 [1] 20,760
Total Number of Single Tax Returns for ZIP Code 29073 7,840
Total Number of Joint Tax Returns for ZIP Code 29073 8,040
Total Number of Dependents for ZIP Code 29073 14,280
Total Adjusted Gross Income for ZIP Code 29073 $1,110,493,000
Average Income per Person for ZIP Code 29073 $27,235
Average Income per Household for ZIP Code 29073 $53,492

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 7,120
Number of single returns 4,680
Number of joint returns 900
Number of head of household returns 1,350
Number of returns with paid preparer's signature 2,840
Number of exemptions 10,030
Number of dependents 3,350
Total number of volunteer prepared returns [5] 160
Number of volunteer income tax assistance (VITA) prepared returns [3] 90
Number of tax counseling for the elderly (TCE) prepared returns [3] 80
Number of volunteer prepared returns with Earned Income Credit 40
Number of refund anticipation check returns [3] 1,530
Number of elderly returns [4] 1,250
Adjust gross income (AGI) [5] $89,771,000
Number of returns with total income 7,120
Salaries and wages amount $91,119,000
Number of returns with salaries and wages 5,730
Salaries and wages amount $71,424
Number of returns with taxable interest 670
Taxable interest amount $271
Number of returns with ordinary dividends 340
Ordinary dividends amount $415,000
Number of returns with qualified dividends 310
Qualified dividends amount [6] $288
Number of returns with state and local income tax refunds 130
State and local income tax refunds amount $132
Number of returns with business or professional net income (less loss) 1,200
Business or professional net income (less loss) amount $7,279,000
Number of returns with net capital gain (less loss) 270
Net capital gain (less loss) amount $299,000
Number of returns with taxable individual retirement arrangements distributions 350
Taxable individual retirement arrangements distributions amount $2,165,000
Number of returns with taxable pensions and annuities 860
Taxable pensions and annuities amount $8,145,000
Number of farm returns 30
Number of returns with unemployment compensation 100
Unemployment compensation amount [7] $360,000
Number of returns with taxable Social Security benefits 330
Taxable Social Security benefits amount $610,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $333,000
Number of returns with total statutory adjustments 1,270
Total statutory adjustments amount $1,348,000
Number of returns with educator expenses 30
Educator expenses amount $7,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $179,000
Number of returns with IRA payments 30
IRA payments amount $64,000
Number of returns with student loan interest deduction 250
Student loan interest deduction amount $193,000
Number of returns with tuition and fees deduction 20
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 390
Total itemized deductions amount $5,623,000
Amount of AGI for itemized returns $6,028,000
Number of returns with State and local income taxes 200
State and local income taxes amount $239,000
Number of returns with State and local general sales tax 140
State and local general sales tax amount $76,000
Number of returns with real estate taxes 280
Real estate taxes amount $353,000
Number of returns with taxes paid 380
Taxes paid amount $858,000
Number of returns with mortgage interest paid 260
Mortgage interest paid amount $1,277,000
Number of returns with contributions 280
Contributions amount $658,000
Number of returns with taxable income 3,120
Taxable income amount $18,132,000
Number of returns with income tax before credits 3,150
Income tax before credits amount $1,944,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 830
Total tax credits amount $265,000
Number of returns with foreign tax credit 20
Foreign tax credit amount $0
Number of returns with child and dependent care credit 80
Child and dependent care credit amount $23,000
Number of returns with nonrefundable education credit 190
Nonrefundable education credit amount $101,000
Number of returns with retirement savings contribution credit 320
Retirement savings contribution credit amount $50,000
Number of returns with child tax credit 240
Child tax credit amount $83,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 950
Self-employment tax amount $1,391,000
Number of returns with total tax payments 6,630
Total tax payments amount $15,109,000
Number of returns with earned income credit 2,640
Earned income credit amount [8] $7,184,000
Number of returns with excess earned income credit 2,340
Excess earned income credit (refundable) amount [9] $6,303,000
Number of returns with additional child tax credit 1,570
Additional child tax credit amount $1,985,000
Number of returns with refundable education credit 320
Refundable education credit amount $268,000
Number of returns with income tax 2,640
Income tax amount [10] $1,679,000
Number of returns with tax liability 3,500
Total tax liability amount [11] $3,219,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 750
Tax due at time of filing amount [12] $662,000
Number of returns with overpayments refunded 6,100
Overpayments refunded amount [13] $12,515,000
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 5,670
Number of single returns 2,570
Number of joint returns 1,470
Number of head of household returns 1,260
Number of returns with paid preparer's signature 2,300
Number of exemptions 11,090
Number of dependents 3,970
Total number of volunteer prepared returns [5] 80
Number of volunteer income tax assistance (VITA) prepared returns [3] 40
Number of tax counseling for the elderly (TCE) prepared returns [3] 40
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 1,230
Number of elderly returns [4] 990
Adjust gross income (AGI) [5] $206,470,000
Number of returns with total income 5,670
Salaries and wages amount $208,690,000
Number of returns with salaries and wages 5,060
Salaries and wages amount $176,840
Number of returns with taxable interest 770
Taxable interest amount $406
Number of returns with ordinary dividends 410
Ordinary dividends amount $713,000
Number of returns with qualified dividends 350
Qualified dividends amount [6] $489
Number of returns with state and local income tax refunds 630
State and local income tax refunds amount $589
Number of returns with business or professional net income (less loss) 690
Business or professional net income (less loss) amount $5,264,000
Number of returns with net capital gain (less loss) 320
Net capital gain (less loss) amount $515,000
Number of returns with taxable individual retirement arrangements distributions 340
Taxable individual retirement arrangements distributions amount $3,169,000
Number of returns with taxable pensions and annuities 900
Taxable pensions and annuities amount $14,807,000
Number of farm returns 0
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $297,000
Number of returns with taxable Social Security benefits 750
Taxable Social Security benefits amount $4,911,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $807,000
Number of returns with total statutory adjustments 1,310
Total statutory adjustments amount $2,220,000
Number of returns with educator expenses 120
Educator expenses amount $28,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $234,000
Number of returns with IRA payments 90
IRA payments amount $319,000
Number of returns with student loan interest deduction 650
Student loan interest deduction amount $608,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $65,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,170
Total itemized deductions amount $16,017,000
Amount of AGI for itemized returns $45,540,000
Number of returns with State and local income taxes 1,020
State and local income taxes amount $1,999,000
Number of returns with State and local general sales tax 130
State and local general sales tax amount $111,000
Number of returns with real estate taxes 960
Real estate taxes amount $1,117,000
Number of returns with taxes paid 1,170
Taxes paid amount $3,695,000
Number of returns with mortgage interest paid 890
Mortgage interest paid amount $4,258,000
Number of returns with contributions 850
Contributions amount $2,700,000
Number of returns with taxable income 5,460
Taxable income amount $106,058,000
Number of returns with income tax before credits 5,450
Income tax before credits amount $13,157,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 2,350
Total tax credits amount $2,115,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 360
Child and dependent care credit amount $205,000
Number of returns with nonrefundable education credit 360
Nonrefundable education credit amount $362,000
Number of returns with retirement savings contribution credit 880
Retirement savings contribution credit amount $158,000
Number of returns with child tax credit 1,410
Child tax credit amount $1,318,000
Number of returns with residential energy tax credit 70
Residential energy tax credit amount $70,000
Number of returns with self-employment tax 480
Self-employment tax amount $1,108,000
Number of returns with total tax payments 5,570
Total tax payments amount $22,949,000
Number of returns with earned income credit 1,530
Earned income credit amount [8] $3,292,000
Number of returns with excess earned income credit 1,250
Excess earned income credit (refundable) amount [9] $2,737,000
Number of returns with additional child tax credit 1,130
Additional child tax credit amount $1,660,000
Number of returns with refundable education credit 270
Refundable education credit amount $238,000
Number of returns with income tax 4,380
Income tax amount [10] $11,041,000
Number of returns with tax liability 4,700
Total tax liability amount [11] $12,481,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 990
Tax due at time of filing amount [12] $1,466,000
Number of returns with overpayments refunded 4,650
Overpayments refunded amount [13] $11,851,000
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 3,440
Number of single returns 1,050
Number of joint returns 1,810
Number of head of household returns 410
Number of returns with paid preparer's signature 1,570
Number of exemptions 7,880
Number of dependents 2,630
Total number of volunteer prepared returns [5] 30
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 30
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 520
Number of elderly returns [4] 730
Adjust gross income (AGI) [5] $211,912,000
Number of returns with total income 3,440
Salaries and wages amount $213,901,000
Number of returns with salaries and wages 3,130
Salaries and wages amount $176,887
Number of returns with taxable interest 780
Taxable interest amount $475
Number of returns with ordinary dividends 450
Ordinary dividends amount $998,000
Number of returns with qualified dividends 400
Qualified dividends amount [6] $692
Number of returns with state and local income tax refunds 890
State and local income tax refunds amount $1,000
Number of returns with business or professional net income (less loss) 500
Business or professional net income (less loss) amount $3,393,000
Number of returns with net capital gain (less loss) 330
Net capital gain (less loss) amount $1,020,000
Number of returns with taxable individual retirement arrangements distributions 330
Taxable individual retirement arrangements distributions amount $4,353,000
Number of returns with taxable pensions and annuities 750
Taxable pensions and annuities amount $15,590,000
Number of farm returns 30
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $253,000
Number of returns with taxable Social Security benefits 590
Taxable Social Security benefits amount $8,712,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $1,110,000
Number of returns with total statutory adjustments 990
Total statutory adjustments amount $1,989,000
Number of returns with educator expenses 110
Educator expenses amount $27,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $267,000
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $198,000
Number of returns with IRA payments 80
IRA payments amount $315,000
Number of returns with student loan interest deduction 520
Student loan interest deduction amount $566,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 20
Domestic production activities deduction amount $194,000
Number of returns with itemized deductions 1,360
Total itemized deductions amount $22,512,000
Amount of AGI for itemized returns $83,936,000
Number of returns with State and local income taxes 1,260
State and local income taxes amount $4,136,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $107,000
Number of returns with real estate taxes 1,210
Real estate taxes amount $1,657,000
Number of returns with taxes paid 1,350
Taxes paid amount $6,565,000
Number of returns with mortgage interest paid 1,170
Mortgage interest paid amount $6,256,000
Number of returns with contributions 990
Contributions amount $3,665,000
Number of returns with taxable income 3,430
Taxable income amount $134,811,000
Number of returns with income tax before credits 3,420
Income tax before credits amount $18,668,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,530
Total tax credits amount $2,436,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 270
Child and dependent care credit amount $153,000
Number of returns with nonrefundable education credit 280
Nonrefundable education credit amount $368,000
Number of returns with retirement savings contribution credit 320
Retirement savings contribution credit amount $51,000
Number of returns with child tax credit 1,110
Child tax credit amount $1,698,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $132,000
Number of returns with self-employment tax 330
Self-employment tax amount $811,000
Number of returns with total tax payments 3,400
Total tax payments amount $22,027,000
Number of returns with earned income credit 30
Earned income credit amount [8] $13,000
Number of returns with excess earned income credit 30
Excess earned income credit (refundable) amount [9] $10,000
Number of returns with additional child tax credit 180
Additional child tax credit amount $248,000
Number of returns with refundable education credit 210
Refundable education credit amount $190,000
Number of returns with income tax 3,230
Income tax amount [10] $16,233,000
Number of returns with tax liability 3,280
Total tax liability amount [11] $17,293,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 890
Tax due at time of filing amount [12] $1,735,000
Number of returns with overpayments refunded 2,530
Overpayments refunded amount [13] $6,377,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $31,000

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

Number of returns 2,180
Number of single returns 290
Number of joint returns 1,750
Number of head of household returns 100
Number of returns with paid preparer's signature 1,000
Number of exemptions 5,870
Number of dependents 1,950
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] 270
Number of elderly returns [4] 510
Adjust gross income (AGI) [5] $188,631,000
Number of returns with total income 2,180
Salaries and wages amount $190,409,000
Number of returns with salaries and wages 2,020
Salaries and wages amount $154,845
Number of returns with taxable interest 650
Taxable interest amount $455
Number of returns with ordinary dividends 370
Ordinary dividends amount $879,000
Number of returns with qualified dividends 340
Qualified dividends amount [6] $514
Number of returns with state and local income tax refunds 800
State and local income tax refunds amount $1,092
Number of returns with business or professional net income (less loss) 330
Business or professional net income (less loss) amount $3,069,000
Number of returns with net capital gain (less loss) 290
Net capital gain (less loss) amount $1,179,000
Number of returns with taxable individual retirement arrangements distributions 240
Taxable individual retirement arrangements distributions amount $3,790,000
Number of returns with taxable pensions and annuities 610
Taxable pensions and annuities amount $15,213,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $106,000
Number of returns with taxable Social Security benefits 410
Taxable Social Security benefits amount $8,146,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $1,404,000
Number of returns with total statutory adjustments 760
Total statutory adjustments amount $1,778,000
Number of returns with educator expenses 120
Educator expenses amount $30,000
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 $237,000
Number of returns with IRA payments 50
IRA payments amount $249,000
Number of returns with student loan interest deduction 440
Student loan interest deduction amount $549,000
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 1,110
Total itemized deductions amount $21,317,000
Amount of AGI for itemized returns $96,867,000
Number of returns with State and local income taxes 1,060
State and local income taxes amount $4,791,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $53,000
Number of returns with real estate taxes 1,020
Real estate taxes amount $1,317,000
Number of returns with taxes paid 1,110
Taxes paid amount $6,948,000
Number of returns with mortgage interest paid 980
Mortgage interest paid amount $6,005,000
Number of returns with contributions 910
Contributions amount $3,903,000
Number of returns with taxable income 2,170
Taxable income amount $130,587,000
Number of returns with income tax before credits 2,170
Income tax before credits amount $18,720,000
Number of returns with alternative minimum tax 30
Alternative minimum tax amount $61,000
Number of returns with total tax credits 1,060
Total tax credits amount $2,061,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 310
Child and dependent care credit amount $201,000
Number of returns with nonrefundable education credit 230
Nonrefundable education credit amount $307,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 830
Child tax credit amount $1,436,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $85,000
Number of returns with self-employment tax 240
Self-employment tax amount $674,000
Number of returns with total tax payments 2,170
Total tax payments amount $20,146,000
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 $55,000
Number of returns with refundable education credit 160
Refundable education credit amount $143,000
Number of returns with income tax 2,150
Income tax amount [10] $16,659,000
Number of returns with tax liability 2,150
Total tax liability amount [11] $17,531,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 650
Tax due at time of filing amount [12] $1,548,000
Number of returns with overpayments refunded 1,500
Overpayments refunded amount [13] $4,069,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $52,000

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

Number of returns 2,120
Number of single returns 170
Number of joint returns 1,910
Number of head of household returns 50
Number of returns with paid preparer's signature 1,060
Number of exemptions 6,170
Number of dependents 2,130
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] 160
Number of elderly returns [4] 510
Adjust gross income (AGI) [5] $270,327,000
Number of returns with total income 2,120
Salaries and wages amount $272,582,000
Number of returns with salaries and wages 1,990
Salaries and wages amount $217,722
Number of returns with taxable interest 880
Taxable interest amount $576
Number of returns with ordinary dividends 570
Ordinary dividends amount $1,622,000
Number of returns with qualified dividends 530
Qualified dividends amount [6] $1,236
Number of returns with state and local income tax refunds 1,250
State and local income tax refunds amount $1,974
Number of returns with business or professional net income (less loss) 380
Business or professional net income (less loss) amount $4,493,000
Number of returns with net capital gain (less loss) 430
Net capital gain (less loss) amount $3,910,000
Number of returns with taxable individual retirement arrangements distributions 260
Taxable individual retirement arrangements distributions amount $5,867,000
Number of returns with taxable pensions and annuities 660
Taxable pensions and annuities amount $22,356,000
Number of farm returns 20
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $175,000
Number of returns with taxable Social Security benefits 350
Taxable Social Security benefits amount $8,046,000
Number of returns with partnership/S-corp net income (less loss) 160
Partnership/S-corp net income (less loss) amount $4,869,000
Number of returns with total statutory adjustments 850
Total statutory adjustments amount $2,255,000
Number of returns with educator expenses 120
Educator expenses amount $33,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $596,000
Number of returns with IRA payments 60
IRA payments amount $339,000
Number of returns with student loan interest deduction 450
Student loan interest deduction amount $509,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $90,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,650
Total itemized deductions amount $36,054,000
Amount of AGI for itemized returns $213,684,000
Number of returns with State and local income taxes 1,620
State and local income taxes amount $11,502,000
Number of returns with State and local general sales tax 20
State and local general sales tax amount $51,000
Number of returns with real estate taxes 1,580
Real estate taxes amount $2,456,000
Number of returns with taxes paid 1,650
Taxes paid amount $15,437,000
Number of returns with mortgage interest paid 1,480
Mortgage interest paid amount $9,191,000
Number of returns with contributions 1,420
Contributions amount $7,585,000
Number of returns with taxable income 2,120
Taxable income amount $203,284,000
Number of returns with income tax before credits 2,120
Income tax before credits amount $33,555,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,020
Total tax credits amount $1,618,000
Number of returns with foreign tax credit 140
Foreign tax credit amount $11,000
Number of returns with child and dependent care credit 320
Child and dependent care credit amount $196,000
Number of returns with nonrefundable education credit 280
Nonrefundable education credit amount $403,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 630
Child tax credit amount $883,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $60,000
Number of returns with self-employment tax 270
Self-employment tax amount $814,000
Number of returns with total tax payments 2,110
Total tax payments amount $34,431,000
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 250
Refundable education credit amount $238,000
Number of returns with income tax 2,120
Income tax amount [10] $31,938,000
Number of returns with tax liability 2,120
Total tax liability amount [11] $33,233,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 850
Tax due at time of filing amount [12] $3,438,000
Number of returns with overpayments refunded 1,250
Overpayments refunded amount [13] $4,420,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $147,000

Adjusted Gross Income: $200,000 or more

Number of returns 230
Number of single returns 0
Number of joint returns 200
Number of head of household returns 0
Number of returns with paid preparer's signature 160
Number of exemptions 680
Number of dependents 250
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] 70
Adjust gross income (AGI) [5] $143,382,000
Number of returns with total income 230
Salaries and wages amount $144,269,000
Number of returns with salaries and wages 210
Salaries and wages amount $39,619
Number of returns with taxable interest 140
Taxable interest amount $730
Number of returns with ordinary dividends 100
Ordinary dividends amount $1,290,000
Number of returns with qualified dividends 90
Qualified dividends amount [6] $1,094
Number of returns with state and local income tax refunds 130
State and local income tax refunds amount $1,217
Number of returns with business or professional net income (less loss) 50
Business or professional net income (less loss) amount $1,337,000
Number of returns with net capital gain (less loss) 90
Net capital gain (less loss) amount $4,635,000
Number of returns with taxable individual retirement arrangements distributions 40
Taxable individual retirement arrangements distributions amount $1,675,000
Number of returns with taxable pensions and annuities 70
Taxable pensions and annuities amount $4,633,000
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 40
Taxable Social Security benefits amount $1,075,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $35,114,000
Number of returns with total statutory adjustments 80
Total statutory adjustments amount $887,000
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 210
Total itemized deductions amount $16,343,000
Amount of AGI for itemized returns $137,719,000
Number of returns with State and local income taxes 200
State and local income taxes amount $4,825,000
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 $695,000
Number of returns with taxes paid 210
Taxes paid amount $5,737,000
Number of returns with mortgage interest paid 160
Mortgage interest paid amount $1,329,000
Number of returns with contributions 190
Contributions amount $3,650,000
Number of returns with taxable income 230
Taxable income amount $115,845,000
Number of returns with income tax before credits 230
Income tax before credits amount $36,676,000
Number of returns with alternative minimum tax 80
Alternative minimum tax amount $339,000
Number of returns with total tax credits 90
Total tax credits amount $364,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $18,000
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 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 $214,000
Number of returns with total tax payments 220
Total tax payments amount $37,822,000
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 0
Refundable education credit amount $0
Number of returns with income tax 220
Income tax amount [10] $36,312,000
Number of returns with tax liability 230
Total tax liability amount [11] $37,041,000
Number of returns with net investment income tax 90
Net investment income tax $314,000
Number of returns with tax due at time of filing 130
Tax due at time of filing amount [12] $3,021,000
Number of returns with overpayments refunded 70
Overpayments refunded amount [13] $428,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $2,021,000

[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.