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ZIP Code Database - Facts & Stats

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ZIP Code 29301 Income Tax Stats

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

ZIP Code 29301 Data

Zip Code:29301
City:Spartanburg
State:SC [South Carolina]
Counties: SPARTANBURG, SC
City Alias(es):Spartanburg
Area Code:864
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


29301 Income Tax Overview

Total Number of Tax Returns for ZIP Code 29301 [1] 14,720
Total Number of Single Tax Returns for ZIP Code 29301 4,100
Total Number of Joint Tax Returns for ZIP Code 29301 4,420
Total Number of Dependents for ZIP Code 29301 10,370
Total Adjusted Gross Income for ZIP Code 29301 $738,927,000
Average Income per Person for ZIP Code 29301 $23,797
Average Income per Household for ZIP Code 29301 $50,199

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 6,200
Number of single returns 3,780
Number of joint returns 670
Number of head of household returns 1,660
Number of returns with paid preparer's signature 2,960
Number of exemptions 9,450
Number of dependents 3,590
Total number of volunteer prepared returns [5] 250
Number of volunteer income tax assistance (VITA) prepared returns [3] 250
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 90
Number of refund anticipation check returns [3] 1,390
Number of elderly returns [4] 930
Adjust gross income (AGI) [5] $80,544,000
Number of returns with total income 6,200
Salaries and wages amount $81,550,000
Number of returns with salaries and wages 5,290
Salaries and wages amount $67,835
Number of returns with taxable interest 460
Taxable interest amount $287
Number of returns with ordinary dividends 300
Ordinary dividends amount $551,000
Number of returns with qualified dividends 260
Qualified dividends amount [6] $386
Number of returns with state and local income tax refunds 70
State and local income tax refunds amount $54
Number of returns with business or professional net income (less loss) 940
Business or professional net income (less loss) amount $4,846,000
Number of returns with net capital gain (less loss) 250
Net capital gain (less loss) amount $207,000
Number of returns with taxable individual retirement arrangements distributions 290
Taxable individual retirement arrangements distributions amount $1,907,000
Number of returns with taxable pensions and annuities 620
Taxable pensions and annuities amount $4,792,000
Number of farm returns 0
Number of returns with unemployment compensation 120
Unemployment compensation amount [7] $296,000
Number of returns with taxable Social Security benefits 260
Taxable Social Security benefits amount $505,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $206,000
Number of returns with total statutory adjustments 960
Total statutory adjustments amount $1,006,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $102,000
Number of returns with IRA payments 30
IRA payments amount $72,000
Number of returns with student loan interest deduction 150
Student loan interest deduction amount $143,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $94,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 200
Total itemized deductions amount $3,096,000
Amount of AGI for itemized returns $3,115,000
Number of returns with State and local income taxes 90
State and local income taxes amount $106,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $44,000
Number of returns with real estate taxes 140
Real estate taxes amount $201,000
Number of returns with taxes paid 190
Taxes paid amount $428,000
Number of returns with mortgage interest paid 90
Mortgage interest paid amount $466,000
Number of returns with contributions 150
Contributions amount $458,000
Number of returns with taxable income 2,630
Taxable income amount $15,064,000
Number of returns with income tax before credits 2,660
Income tax before credits amount $1,624,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 800
Total tax credits amount $265,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $23,000
Number of returns with nonrefundable education credit 190
Nonrefundable education credit amount $96,000
Number of returns with retirement savings contribution credit 270
Retirement savings contribution credit amount $47,000
Number of returns with child tax credit 290
Child tax credit amount $90,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 740
Self-employment tax amount $986,000
Number of returns with total tax payments 5,820
Total tax payments amount $14,438,000
Number of returns with earned income credit 2,640
Earned income credit amount [8] $7,571,000
Number of returns with excess earned income credit 2,420
Excess earned income credit (refundable) amount [9] $6,856,000
Number of returns with additional child tax credit 1,710
Additional child tax credit amount $2,142,000
Number of returns with refundable education credit 310
Refundable education credit amount $271,000
Number of returns with income tax 2,100
Income tax amount [10] $1,359,000
Number of returns with tax liability 2,830
Total tax liability amount [11] $2,473,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 590
Tax due at time of filing amount [12] $431,000
Number of returns with overpayments refunded 5,390
Overpayments refunded amount [13] $12,370,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 4,280
Number of single returns 1,960
Number of joint returns 860
Number of head of household returns 1,290
Number of returns with paid preparer's signature 2,010
Number of exemptions 8,550
Number of dependents 3,430
Total number of volunteer prepared returns [5] 170
Number of volunteer income tax assistance (VITA) prepared returns [3] 170
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 40
Number of refund anticipation check returns [3] 960
Number of elderly returns [4] 680
Adjust gross income (AGI) [5] $151,987,000
Number of returns with total income 4,280
Salaries and wages amount $153,331,000
Number of returns with salaries and wages 3,920
Salaries and wages amount $133,140
Number of returns with taxable interest 470
Taxable interest amount $282
Number of returns with ordinary dividends 300
Ordinary dividends amount $745,000
Number of returns with qualified dividends 260
Qualified dividends amount [6] $562
Number of returns with state and local income tax refunds 290
State and local income tax refunds amount $280
Number of returns with business or professional net income (less loss) 440
Business or professional net income (less loss) amount $3,289,000
Number of returns with net capital gain (less loss) 240
Net capital gain (less loss) amount $610,000
Number of returns with taxable individual retirement arrangements distributions 250
Taxable individual retirement arrangements distributions amount $2,087,000
Number of returns with taxable pensions and annuities 610
Taxable pensions and annuities amount $8,145,000
Number of farm returns 0
Number of returns with unemployment compensation 100
Unemployment compensation amount [7] $249,000
Number of returns with taxable Social Security benefits 500
Taxable Social Security benefits amount $3,547,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $474,000
Number of returns with total statutory adjustments 800
Total statutory adjustments amount $1,344,000
Number of returns with educator expenses 100
Educator expenses amount $22,000
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 $161,000
Number of returns with IRA payments 40
IRA payments amount $152,000
Number of returns with student loan interest deduction 390
Student loan interest deduction amount $381,000
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 580
Total itemized deductions amount $8,867,000
Amount of AGI for itemized returns $22,464,000
Number of returns with State and local income taxes 490
State and local income taxes amount $874,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $65,000
Number of returns with real estate taxes 450
Real estate taxes amount $708,000
Number of returns with taxes paid 580
Taxes paid amount $1,868,000
Number of returns with mortgage interest paid 410
Mortgage interest paid amount $1,994,000
Number of returns with contributions 460
Contributions amount $1,915,000
Number of returns with taxable income 4,130
Taxable income amount $77,353,000
Number of returns with income tax before credits 4,120
Income tax before credits amount $9,515,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,930
Total tax credits amount $1,697,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 300
Child and dependent care credit amount $164,000
Number of returns with nonrefundable education credit 300
Nonrefundable education credit amount $313,000
Number of returns with retirement savings contribution credit 700
Retirement savings contribution credit amount $119,000
Number of returns with child tax credit 1,190
Child tax credit amount $1,075,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $18,000
Number of returns with self-employment tax 290
Self-employment tax amount $735,000
Number of returns with total tax payments 4,200
Total tax payments amount $16,094,000
Number of returns with earned income credit 1,270
Earned income credit amount [8] $2,792,000
Number of returns with excess earned income credit 1,070
Excess earned income credit (refundable) amount [9] $2,333,000
Number of returns with additional child tax credit 960
Additional child tax credit amount $1,382,000
Number of returns with refundable education credit 230
Refundable education credit amount $196,000
Number of returns with income tax 3,210
Income tax amount [10] $7,818,000
Number of returns with tax liability 3,430
Total tax liability amount [11] $8,765,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 930
Tax due at time of filing amount [12] $1,416,000
Number of returns with overpayments refunded 3,320
Overpayments refunded amount [13] $8,625,000
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: $50,000 under $75,000

Number of returns 1,740
Number of single returns 590
Number of joint returns 830
Number of head of household returns 250
Number of returns with paid preparer's signature 940
Number of exemptions 3,920
Number of dependents 1,350
Total number of volunteer prepared returns [5] 30
Number of volunteer income tax assistance (VITA) prepared returns [3] 30
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] 220
Number of elderly returns [4] 440
Adjust gross income (AGI) [5] $105,690,000
Number of returns with total income 1,740
Salaries and wages amount $106,790,000
Number of returns with salaries and wages 1,540
Salaries and wages amount $83,453
Number of returns with taxable interest 400
Taxable interest amount $254
Number of returns with ordinary dividends 260
Ordinary dividends amount $1,333,000
Number of returns with qualified dividends 240
Qualified dividends amount [6] $675
Number of returns with state and local income tax refunds 390
State and local income tax refunds amount $442
Number of returns with business or professional net income (less loss) 270
Business or professional net income (less loss) amount $2,575,000
Number of returns with net capital gain (less loss) 210
Net capital gain (less loss) amount $639,000
Number of returns with taxable individual retirement arrangements distributions 180
Taxable individual retirement arrangements distributions amount $2,348,000
Number of returns with taxable pensions and annuities 430
Taxable pensions and annuities amount $9,241,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $138,000
Number of returns with taxable Social Security benefits 370
Taxable Social Security benefits amount $5,852,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $750,000
Number of returns with total statutory adjustments 480
Total statutory adjustments amount $1,100,000
Number of returns with educator expenses 60
Educator expenses amount $14,000
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 $248,000
Number of returns with IRA payments 30
IRA payments amount $164,000
Number of returns with student loan interest deduction 220
Student loan interest deduction amount $265,000
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 $1,406,000
Number of returns with itemized deductions 600
Total itemized deductions amount $10,392,000
Amount of AGI for itemized returns $36,908,000
Number of returns with State and local income taxes 540
State and local income taxes amount $1,632,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $41,000
Number of returns with real estate taxes 510
Real estate taxes amount $738,000
Number of returns with taxes paid 600
Taxes paid amount $2,675,000
Number of returns with mortgage interest paid 440
Mortgage interest paid amount $2,256,000
Number of returns with contributions 510
Contributions amount $2,468,000
Number of returns with taxable income 1,730
Taxable income amount $67,985,000
Number of returns with income tax before credits 1,730
Income tax before credits amount $9,469,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 750
Total tax credits amount $1,131,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 120
Child and dependent care credit amount $59,000
Number of returns with nonrefundable education credit 140
Nonrefundable education credit amount $201,000
Number of returns with retirement savings contribution credit 150
Retirement savings contribution credit amount $25,000
Number of returns with child tax credit 480
Child tax credit amount $760,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $80,000
Number of returns with self-employment tax 190
Self-employment tax amount $513,000
Number of returns with total tax payments 1,720
Total tax payments amount $10,698,000
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 110
Additional child tax credit amount $126,000
Number of returns with refundable education credit 100
Refundable education credit amount $100,000
Number of returns with income tax 1,630
Income tax amount [10] $8,338,000
Number of returns with tax liability 1,660
Total tax liability amount [11] $8,977,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 560
Tax due at time of filing amount [12] $1,137,000
Number of returns with overpayments refunded 1,160
Overpayments refunded amount [13] $2,737,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $77,000

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

Number of returns 950
Number of single returns 160
Number of joint returns 710
Number of head of household returns 50
Number of returns with paid preparer's signature 510
Number of exemptions 2,350
Number of dependents 700
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] 90
Number of elderly returns [4] 310
Adjust gross income (AGI) [5] $81,934,000
Number of returns with total income 950
Salaries and wages amount $82,731,000
Number of returns with salaries and wages 840
Salaries and wages amount $61,744
Number of returns with taxable interest 300
Taxable interest amount $225
Number of returns with ordinary dividends 210
Ordinary dividends amount $600,000
Number of returns with qualified dividends 190
Qualified dividends amount [6] $447
Number of returns with state and local income tax refunds 350
State and local income tax refunds amount $474
Number of returns with business or professional net income (less loss) 150
Business or professional net income (less loss) amount $1,405,000
Number of returns with net capital gain (less loss) 170
Net capital gain (less loss) amount $1,018,000
Number of returns with taxable individual retirement arrangements distributions 160
Taxable individual retirement arrangements distributions amount $3,096,000
Number of returns with taxable pensions and annuities 300
Taxable pensions and annuities amount $7,317,000
Number of farm returns 30
Number of returns with unemployment compensation 20
Unemployment compensation amount [7] $79,000
Number of returns with taxable Social Security benefits 260
Taxable Social Security benefits amount $5,615,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $1,069,000
Number of returns with total statutory adjustments 320
Total statutory adjustments amount $797,000
Number of returns with educator expenses 50
Educator expenses amount $16,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 20
IRA payments amount $103,000
Number of returns with student loan interest deduction 140
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 510
Total itemized deductions amount $9,856,000
Amount of AGI for itemized returns $44,679,000
Number of returns with State and local income taxes 490
State and local income taxes amount $2,127,000
Number of returns with State and local general sales tax 20
State and local general sales tax amount $21,000
Number of returns with real estate taxes 470
Real estate taxes amount $790,000
Number of returns with taxes paid 510
Taxes paid amount $3,223,000
Number of returns with mortgage interest paid 420
Mortgage interest paid amount $2,419,000
Number of returns with contributions 450
Contributions amount $2,401,000
Number of returns with taxable income 950
Taxable income amount $57,160,000
Number of returns with income tax before credits 940
Income tax before credits amount $8,241,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 400
Total tax credits amount $724,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $9,000
Number of returns with child and dependent care credit 80
Child and dependent care credit amount $44,000
Number of returns with nonrefundable education credit 110
Nonrefundable education credit amount $144,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 260
Child tax credit amount $448,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 120
Self-employment tax amount $344,000
Number of returns with total tax payments 940
Total tax payments amount $8,737,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 70
Refundable education credit amount $65,000
Number of returns with income tax 930
Income tax amount [10] $7,517,000
Number of returns with tax liability 930
Total tax liability amount [11] $7,942,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 330
Tax due at time of filing amount [12] $925,000
Number of returns with overpayments refunded 600
Overpayments refunded amount [13] $1,633,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $55,000

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

Number of returns 1,170
Number of single returns 130
Number of joint returns 1,000
Number of head of household returns 40
Number of returns with paid preparer's signature 660
Number of exemptions 3,100
Number of dependents 930
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] 460
Adjust gross income (AGI) [5] $155,796,000
Number of returns with total income 1,170
Salaries and wages amount $157,680,000
Number of returns with salaries and wages 1,010
Salaries and wages amount $109,941
Number of returns with taxable interest 590
Taxable interest amount $911
Number of returns with ordinary dividends 480
Ordinary dividends amount $3,328,000
Number of returns with qualified dividends 460
Qualified dividends amount [6] $2,582
Number of returns with state and local income tax refunds 720
State and local income tax refunds amount $1,175
Number of returns with business or professional net income (less loss) 220
Business or professional net income (less loss) amount $3,294,000
Number of returns with net capital gain (less loss) 440
Net capital gain (less loss) amount $3,588,000
Number of returns with taxable individual retirement arrangements distributions 260
Taxable individual retirement arrangements distributions amount $6,565,000
Number of returns with taxable pensions and annuities 420
Taxable pensions and annuities amount $14,678,000
Number of farm returns 0
Number of returns with unemployment compensation 20
Unemployment compensation amount [7] $102,000
Number of returns with taxable Social Security benefits 340
Taxable Social Security benefits amount $8,852,000
Number of returns with partnership/S-corp net income (less loss) 160
Partnership/S-corp net income (less loss) amount $4,524,000
Number of returns with total statutory adjustments 460
Total statutory adjustments amount $1,884,000
Number of returns with educator expenses 100
Educator expenses amount $27,000
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 $427,000
Number of returns with IRA payments 50
IRA payments amount $330,000
Number of returns with student loan interest deduction 160
Student loan interest deduction amount $196,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $48,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 900
Total itemized deductions amount $22,168,000
Amount of AGI for itemized returns $122,107,000
Number of returns with State and local income taxes 870
State and local income taxes amount $6,300,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $46,000
Number of returns with real estate taxes 860
Real estate taxes amount $1,705,000
Number of returns with taxes paid 900
Taxes paid amount $8,695,000
Number of returns with mortgage interest paid 740
Mortgage interest paid amount $4,921,000
Number of returns with contributions 810
Contributions amount $5,936,000
Number of returns with taxable income 1,170
Taxable income amount $117,652,000
Number of returns with income tax before credits 1,170
Income tax before credits amount $19,786,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 550
Total tax credits amount $735,000
Number of returns with foreign tax credit 210
Foreign tax credit amount $27,000
Number of returns with child and dependent care credit 130
Child and dependent care credit amount $65,000
Number of returns with nonrefundable education credit 120
Nonrefundable education credit amount $183,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 220
Child tax credit amount $302,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $19,000
Number of returns with self-employment tax 160
Self-employment tax amount $717,000
Number of returns with total tax payments 1,160
Total tax payments amount $20,169,000
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 110
Refundable education credit amount $105,000
Number of returns with income tax 1,160
Income tax amount [10] $19,051,000
Number of returns with tax liability 1,160
Total tax liability amount [11] $19,946,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 540
Tax due at time of filing amount [12] $2,535,000
Number of returns with overpayments refunded 590
Overpayments refunded amount [13] $2,415,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $306,000

Adjusted Gross Income: $200,000 or more

Number of returns 380
Number of single returns 30
Number of joint returns 350
Number of head of household returns 0
Number of returns with paid preparer's signature 270
Number of exemptions 1,090
Number of dependents 370
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] 140
Adjust gross income (AGI) [5] $162,976,000
Number of returns with total income 380
Salaries and wages amount $166,531,000
Number of returns with salaries and wages 350
Salaries and wages amount $93,803
Number of returns with taxable interest 280
Taxable interest amount $1,524
Number of returns with ordinary dividends 250
Ordinary dividends amount $8,158,000
Number of returns with qualified dividends 240
Qualified dividends amount [6] $6,889
Number of returns with state and local income tax refunds 230
State and local income tax refunds amount $658
Number of returns with business or professional net income (less loss) 110
Business or professional net income (less loss) amount $6,988,000
Number of returns with net capital gain (less loss) 260
Net capital gain (less loss) amount $9,601,000
Number of returns with taxable individual retirement arrangements distributions 80
Taxable individual retirement arrangements distributions amount $2,134,000
Number of returns with taxable pensions and annuities 100
Taxable pensions and annuities amount $4,464,000
Number of farm returns 0
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 70
Taxable Social Security benefits amount $1,976,000
Number of returns with partnership/S-corp net income (less loss) 160
Partnership/S-corp net income (less loss) amount $33,876,000
Number of returns with total statutory adjustments 170
Total statutory adjustments amount $3,555,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $721,000
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $491,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 0
Student loan interest deduction amount $0
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 370
Total itemized deductions amount $25,726,000
Amount of AGI for itemized returns $155,776,000
Number of returns with State and local income taxes 360
State and local income taxes amount $7,732,000
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 350
Real estate taxes amount $1,440,000
Number of returns with taxes paid 360
Taxes paid amount $9,595,000
Number of returns with mortgage interest paid 270
Mortgage interest paid amount $2,831,000
Number of returns with contributions 350
Contributions amount $13,805,000
Number of returns with taxable income 380
Taxable income amount $133,970,000
Number of returns with income tax before credits 380
Income tax before credits amount $35,810,000
Number of returns with alternative minimum tax 190
Alternative minimum tax amount $783,000
Number of returns with total tax credits 170
Total tax credits amount $935,000
Number of returns with foreign tax credit 140
Foreign tax credit amount $837,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $21,000
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 100
Self-employment tax amount $783,000
Number of returns with total tax payments 380
Total tax payments amount $33,655,000
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 380
Income tax amount [10] $34,288,000
Number of returns with tax liability 380
Total tax liability amount [11] $36,053,000
Number of returns with net investment income tax 200
Net investment income tax $619,000
Number of returns with tax due at time of filing 180
Tax due at time of filing amount [12] $5,031,000
Number of returns with overpayments refunded 160
Overpayments refunded amount [13] $1,660,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $899,000

[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.