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ZIP Code Database - Facts & Stats

ZIP Code 29745 Income Tax Stats

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

ZIP Code 29745 Data

Zip Code:29745
City:York
State:SC [South Carolina]
Counties: YORK, SC
City Alias(es):York
Area Code:864
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


29745 Income Tax Overview

Total Number of Tax Returns for ZIP Code 29745 [1] 13,830
Total Number of Single Tax Returns for ZIP Code 29745 5,430
Total Number of Joint Tax Returns for ZIP Code 29745 5,790
Total Number of Dependents for ZIP Code 29745 9,770
Total Adjusted Gross Income for ZIP Code 29745 $822,315,000
Average Income per Person for ZIP Code 29745 $28,435
Average Income per Household for ZIP Code 29745 $59,459

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 4,920
Number of single returns 3,130
Number of joint returns 620
Number of head of household returns 1,090
Number of returns with paid preparer's signature 2,240
Number of exemptions 7,160
Number of dependents 2,580
Total number of volunteer prepared returns [5] 170
Number of volunteer income tax assistance (VITA) prepared returns [3] 110
Number of tax counseling for the elderly (TCE) prepared returns [3] 60
Number of volunteer prepared returns with Earned Income Credit 50
Number of refund anticipation check returns [3] 1,220
Number of elderly returns [4] 900
Adjust gross income (AGI) [5] $60,884,000
Number of returns with total income 4,920
Salaries and wages amount $61,796,000
Number of returns with salaries and wages 4,060
Salaries and wages amount $49,921
Number of returns with taxable interest 440
Taxable interest amount $239
Number of returns with ordinary dividends 240
Ordinary dividends amount $326,000
Number of returns with qualified dividends 220
Qualified dividends amount [6] $233
Number of returns with state and local income tax refunds 90
State and local income tax refunds amount $84
Number of returns with business or professional net income (less loss) 700
Business or professional net income (less loss) amount $4,440,000
Number of returns with net capital gain (less loss) 220
Net capital gain (less loss) amount $169,000
Number of returns with taxable individual retirement arrangements distributions 230
Taxable individual retirement arrangements distributions amount $1,677,000
Number of returns with taxable pensions and annuities 560
Taxable pensions and annuities amount $4,845,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $195,000
Number of returns with taxable Social Security benefits 220
Taxable Social Security benefits amount $426,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount ($16,000)
Number of returns with total statutory adjustments 730
Total statutory adjustments amount $912,000
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 40
Self-employment health insurance deduction amount $220,000
Number of returns with IRA payments 30
IRA payments amount $38,000
Number of returns with student loan interest deduction 120
Student loan interest deduction amount $112,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $54,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 220
Total itemized deductions amount $3,860,000
Amount of AGI for itemized returns $3,394,000
Number of returns with State and local income taxes 120
State and local income taxes amount $168,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $46,000
Number of returns with real estate taxes 160
Real estate taxes amount $254,000
Number of returns with taxes paid 220
Taxes paid amount $666,000
Number of returns with mortgage interest paid 120
Mortgage interest paid amount $749,000
Number of returns with contributions 160
Contributions amount $382,000
Number of returns with taxable income 2,000
Taxable income amount $11,341,000
Number of returns with income tax before credits 2,040
Income tax before credits amount $1,255,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 580
Total tax credits amount $182,000
Number of returns with foreign tax credit 20
Foreign tax credit amount $0
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $14,000
Number of returns with nonrefundable education credit 110
Nonrefundable education credit amount $57,000
Number of returns with retirement savings contribution credit 230
Retirement savings contribution credit amount $44,000
Number of returns with child tax credit 210
Child tax credit amount $64,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 560
Self-employment tax amount $782,000
Number of returns with total tax payments 4,590
Total tax payments amount $11,241,000
Number of returns with earned income credit 1,970
Earned income credit amount [8] $5,477,000
Number of returns with excess earned income credit 1,800
Excess earned income credit (refundable) amount [9] $4,909,000
Number of returns with additional child tax credit 1,220
Additional child tax credit amount $1,516,000
Number of returns with refundable education credit 180
Refundable education credit amount $163,000
Number of returns with income tax 1,650
Income tax amount [10] $1,072,000
Number of returns with tax liability 2,180
Total tax liability amount [11] $1,961,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 390
Tax due at time of filing amount [12] $298,000
Number of returns with overpayments refunded 4,330
Overpayments refunded amount [13] $9,568,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $33,000

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

Number of returns 3,400
Number of single returns 1,420
Number of joint returns 1,020
Number of head of household returns 800
Number of returns with paid preparer's signature 1,820
Number of exemptions 6,970
Number of dependents 2,560
Total number of volunteer prepared returns [5] 80
Number of volunteer income tax assistance (VITA) prepared returns [3] 50
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] 850
Number of elderly returns [4] 700
Adjust gross income (AGI) [5] $123,490,000
Number of returns with total income 3,400
Salaries and wages amount $124,655,000
Number of returns with salaries and wages 3,010
Salaries and wages amount $104,348
Number of returns with taxable interest 490
Taxable interest amount $375
Number of returns with ordinary dividends 290
Ordinary dividends amount $710,000
Number of returns with qualified dividends 270
Qualified dividends amount [6] $466
Number of returns with state and local income tax refunds 320
State and local income tax refunds amount $263
Number of returns with business or professional net income (less loss) 400
Business or professional net income (less loss) amount $2,104,000
Number of returns with net capital gain (less loss) 240
Net capital gain (less loss) amount $529,000
Number of returns with taxable individual retirement arrangements distributions 290
Taxable individual retirement arrangements distributions amount $3,060,000
Number of returns with taxable pensions and annuities 580
Taxable pensions and annuities amount $8,581,000
Number of farm returns 40
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $246,000
Number of returns with taxable Social Security benefits 560
Taxable Social Security benefits amount $3,957,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $575,000
Number of returns with total statutory adjustments 620
Total statutory adjustments amount $1,165,000
Number of returns with educator expenses 70
Educator expenses amount $17,000
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 $203,000
Number of returns with IRA payments 40
IRA payments amount $137,000
Number of returns with student loan interest deduction 270
Student loan interest deduction amount $286,000
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 640
Total itemized deductions amount $9,771,000
Amount of AGI for itemized returns $24,827,000
Number of returns with State and local income taxes 530
State and local income taxes amount $1,037,000
Number of returns with State and local general sales tax 100
State and local general sales tax amount $83,000
Number of returns with real estate taxes 510
Real estate taxes amount $743,000
Number of returns with taxes paid 640
Taxes paid amount $2,142,000
Number of returns with mortgage interest paid 460
Mortgage interest paid amount $2,579,000
Number of returns with contributions 440
Contributions amount $1,398,000
Number of returns with taxable income 3,270
Taxable income amount $60,488,000
Number of returns with income tax before credits 3,260
Income tax before credits amount $7,373,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,480
Total tax credits amount $1,244,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 170
Child and dependent care credit amount $109,000
Number of returns with nonrefundable education credit 160
Nonrefundable education credit amount $177,000
Number of returns with retirement savings contribution credit 580
Retirement savings contribution credit amount $116,000
Number of returns with child tax credit 900
Child tax credit amount $815,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $14,000
Number of returns with self-employment tax 250
Self-employment tax amount $533,000
Number of returns with total tax payments 3,310
Total tax payments amount $14,107,000
Number of returns with earned income credit 1,030
Earned income credit amount [8] $2,169,000
Number of returns with excess earned income credit 850
Excess earned income credit (refundable) amount [9] $1,819,000
Number of returns with additional child tax credit 720
Additional child tax credit amount $1,039,000
Number of returns with refundable education credit 140
Refundable education credit amount $126,000
Number of returns with income tax 2,600
Income tax amount [10] $6,130,000
Number of returns with tax liability 2,750
Total tax liability amount [11] $6,872,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 550
Tax due at time of filing amount [12] $795,000
Number of returns with overpayments refunded 2,830
Overpayments refunded amount [13] $7,972,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 1,890
Number of single returns 540
Number of joint returns 1,080
Number of head of household returns 200
Number of returns with paid preparer's signature 1,080
Number of exemptions 4,390
Number of dependents 1,430
Total number of volunteer prepared returns [5] 20
Number of volunteer income tax assistance (VITA) prepared returns [3] 20
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 300
Number of elderly returns [4] 480
Adjust gross income (AGI) [5] $116,929,000
Number of returns with total income 1,890
Salaries and wages amount $118,039,000
Number of returns with salaries and wages 1,690
Salaries and wages amount $94,382
Number of returns with taxable interest 430
Taxable interest amount $280
Number of returns with ordinary dividends 270
Ordinary dividends amount $886,000
Number of returns with qualified dividends 260
Qualified dividends amount [6] $704
Number of returns with state and local income tax refunds 450
State and local income tax refunds amount $428
Number of returns with business or professional net income (less loss) 280
Business or professional net income (less loss) amount $2,067,000
Number of returns with net capital gain (less loss) 220
Net capital gain (less loss) amount $797,000
Number of returns with taxable individual retirement arrangements distributions 230
Taxable individual retirement arrangements distributions amount $3,722,000
Number of returns with taxable pensions and annuities 440
Taxable pensions and annuities amount $8,985,000
Number of farm returns 30
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $107,000
Number of returns with taxable Social Security benefits 380
Taxable Social Security benefits amount $5,937,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $421,000
Number of returns with total statutory adjustments 500
Total statutory adjustments amount $1,110,000
Number of returns with educator expenses 60
Educator expenses amount $16,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $212,000
Number of returns with IRA payments 40
IRA payments amount $155,000
Number of returns with student loan interest deduction 190
Student loan interest deduction amount $218,000
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 680
Total itemized deductions amount $11,564,000
Amount of AGI for itemized returns $42,358,000
Number of returns with State and local income taxes 630
State and local income taxes amount $2,000,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $48,000
Number of returns with real estate taxes 610
Real estate taxes amount $929,000
Number of returns with taxes paid 680
Taxes paid amount $3,289,000
Number of returns with mortgage interest paid 550
Mortgage interest paid amount $3,398,000
Number of returns with contributions 510
Contributions amount $2,107,000
Number of returns with taxable income 1,890
Taxable income amount $74,252,000
Number of returns with income tax before credits 1,880
Income tax before credits amount $10,191,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 820
Total tax credits amount $1,231,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $7,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $56,000
Number of returns with nonrefundable education credit 140
Nonrefundable education credit amount $188,000
Number of returns with retirement savings contribution credit 190
Retirement savings contribution credit amount $32,000
Number of returns with child tax credit 570
Child tax credit amount $890,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $34,000
Number of returns with self-employment tax 200
Self-employment tax amount $455,000
Number of returns with total tax payments 1,870
Total tax payments amount $12,271,000
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 120
Additional child tax credit amount $161,000
Number of returns with refundable education credit 110
Refundable education credit amount $104,000
Number of returns with income tax 1,770
Income tax amount [10] $8,960,000
Number of returns with tax liability 1,800
Total tax liability amount [11] $9,584,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 500
Tax due at time of filing amount [12] $998,000
Number of returns with overpayments refunded 1,370
Overpayments refunded amount [13] $3,541,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $63,000

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

Number of returns 1,310
Number of single returns 190
Number of joint returns 1,020
Number of head of household returns 70
Number of returns with paid preparer's signature 810
Number of exemptions 3,420
Number of dependents 1,090
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] 140
Number of elderly returns [4] 390
Adjust gross income (AGI) [5] $114,002,000
Number of returns with total income 1,310
Salaries and wages amount $115,297,000
Number of returns with salaries and wages 1,170
Salaries and wages amount $89,410
Number of returns with taxable interest 450
Taxable interest amount $454
Number of returns with ordinary dividends 290
Ordinary dividends amount $889,000
Number of returns with qualified dividends 270
Qualified dividends amount [6] $640
Number of returns with state and local income tax refunds 510
State and local income tax refunds amount $552
Number of returns with business or professional net income (less loss) 220
Business or professional net income (less loss) amount $2,254,000
Number of returns with net capital gain (less loss) 240
Net capital gain (less loss) amount $1,061,000
Number of returns with taxable individual retirement arrangements distributions 190
Taxable individual retirement arrangements distributions amount $3,687,000
Number of returns with taxable pensions and annuities 360
Taxable pensions and annuities amount $8,859,000
Number of farm returns 20
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $189,000
Number of returns with taxable Social Security benefits 290
Taxable Social Security benefits amount $6,169,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $1,338,000
Number of returns with total statutory adjustments 440
Total statutory adjustments amount $1,295,000
Number of returns with educator expenses 70
Educator expenses amount $17,000
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 $249,000
Number of returns with IRA payments 30
IRA payments amount $153,000
Number of returns with student loan interest deduction 190
Student loan interest deduction amount $216,000
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 740
Total itemized deductions amount $14,332,000
Amount of AGI for itemized returns $64,503,000
Number of returns with State and local income taxes 690
State and local income taxes amount $3,075,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $58,000
Number of returns with real estate taxes 690
Real estate taxes amount $1,155,000
Number of returns with taxes paid 740
Taxes paid amount $4,709,000
Number of returns with mortgage interest paid 640
Mortgage interest paid amount $4,244,000
Number of returns with contributions 590
Contributions amount $2,525,000
Number of returns with taxable income 1,310
Taxable income amount $78,728,000
Number of returns with income tax before credits 1,310
Income tax before credits amount $11,313,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 600
Total tax credits amount $1,074,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $8,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $60,000
Number of returns with nonrefundable education credit 110
Nonrefundable education credit amount $146,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 440
Child tax credit amount $739,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $83,000
Number of returns with self-employment tax 180
Self-employment tax amount $538,000
Number of returns with total tax payments 1,300
Total tax payments amount $12,860,000
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 $67,000
Number of returns with income tax 1,290
Income tax amount [10] $10,238,000
Number of returns with tax liability 1,300
Total tax liability amount [11] $10,922,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 410
Tax due at time of filing amount [12] $1,133,000
Number of returns with overpayments refunded 880
Overpayments refunded amount [13] $2,948,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $90,000

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

Number of returns 1,870
Number of single returns 140
Number of joint returns 1,660
Number of head of household returns 60
Number of returns with paid preparer's signature 1,190
Number of exemptions 5,240
Number of dependents 1,720
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] 130
Number of elderly returns [4] 500
Adjust gross income (AGI) [5] $249,219,000
Number of returns with total income 1,870
Salaries and wages amount $251,727,000
Number of returns with salaries and wages 1,710
Salaries and wages amount $196,826
Number of returns with taxable interest 850
Taxable interest amount $924
Number of returns with ordinary dividends 590
Ordinary dividends amount $2,624,000
Number of returns with qualified dividends 550
Qualified dividends amount [6] $1,697
Number of returns with state and local income tax refunds 1,120
State and local income tax refunds amount $1,377
Number of returns with business or professional net income (less loss) 310
Business or professional net income (less loss) amount $5,177,000
Number of returns with net capital gain (less loss) 500
Net capital gain (less loss) amount $4,742,000
Number of returns with taxable individual retirement arrangements distributions 300
Taxable individual retirement arrangements distributions amount $8,169,000
Number of returns with taxable pensions and annuities 530
Taxable pensions and annuities amount $18,356,000
Number of farm returns 40
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $130,000
Number of returns with taxable Social Security benefits 340
Taxable Social Security benefits amount $7,717,000
Number of returns with partnership/S-corp net income (less loss) 180
Partnership/S-corp net income (less loss) amount $4,196,000
Number of returns with total statutory adjustments 650
Total statutory adjustments amount $2,508,000
Number of returns with educator expenses 140
Educator expenses amount $38,000
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $610,000
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $504,000
Number of returns with IRA payments 60
IRA payments amount $317,000
Number of returns with student loan interest deduction 230
Student loan interest deduction amount $286,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $63,000
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $612,000
Number of returns with itemized deductions 1,510
Total itemized deductions amount $35,765,000
Amount of AGI for itemized returns $205,593,000
Number of returns with State and local income taxes 1,470
State and local income taxes amount $10,518,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $87,000
Number of returns with real estate taxes 1,470
Real estate taxes amount $2,949,000
Number of returns with taxes paid 1,510
Taxes paid amount $14,710,000
Number of returns with mortgage interest paid 1,350
Mortgage interest paid amount $11,043,000
Number of returns with contributions 1,310
Contributions amount $6,392,000
Number of returns with taxable income 1,870
Taxable income amount $187,787,000
Number of returns with income tax before credits 1,860
Income tax before credits amount $31,611,000
Number of returns with alternative minimum tax 40
Alternative minimum tax amount $80,000
Number of returns with total tax credits 810
Total tax credits amount $1,112,000
Number of returns with foreign tax credit 190
Foreign tax credit amount $23,000
Number of returns with child and dependent care credit 180
Child and dependent care credit amount $111,000
Number of returns with nonrefundable education credit 190
Nonrefundable education credit amount $266,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 430
Child tax credit amount $563,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $106,000
Number of returns with self-employment tax 210
Self-employment tax amount $882,000
Number of returns with total tax payments 1,850
Total tax payments amount $32,795,000
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 170
Refundable education credit amount $165,000
Number of returns with income tax 1,860
Income tax amount [10] $30,499,000
Number of returns with tax liability 1,860
Total tax liability amount [11] $31,754,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 720
Tax due at time of filing amount [12] $3,393,000
Number of returns with overpayments refunded 1,100
Overpayments refunded amount [13] $4,141,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $255,000

Adjusted Gross Income: $200,000 or more

Number of returns 440
Number of single returns 30
Number of joint returns 390
Number of head of household returns 0
Number of returns with paid preparer's signature 330
Number of exemptions 1,210
Number of dependents 390
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] 130
Adjust gross income (AGI) [5] $157,791,000
Number of returns with total income 440
Salaries and wages amount $160,300,000
Number of returns with salaries and wages 400
Salaries and wages amount $96,497
Number of returns with taxable interest 310
Taxable interest amount $809
Number of returns with ordinary dividends 250
Ordinary dividends amount $3,193,000
Number of returns with qualified dividends 240
Qualified dividends amount [6] $2,538
Number of returns with state and local income tax refunds 270
State and local income tax refunds amount $787
Number of returns with business or professional net income (less loss) 100
Business or professional net income (less loss) amount $3,314,000
Number of returns with net capital gain (less loss) 240
Net capital gain (less loss) amount $14,489,000
Number of returns with taxable individual retirement arrangements distributions 70
Taxable individual retirement arrangements distributions amount $2,777,000
Number of returns with taxable pensions and annuities 120
Taxable pensions and annuities amount $5,256,000
Number of farm returns 20
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 80
Taxable Social Security benefits amount $2,314,000
Number of returns with partnership/S-corp net income (less loss) 160
Partnership/S-corp net income (less loss) amount $24,993,000
Number of returns with total statutory adjustments 160
Total statutory adjustments amount $2,509,000
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 50
Self-employment health insurance deduction amount $682,000
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 420
Total itemized deductions amount $19,606,000
Amount of AGI for itemized returns $151,677,000
Number of returns with State and local income taxes 410
State and local income taxes amount $8,404,000
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 400
Real estate taxes amount $1,469,000
Number of returns with taxes paid 420
Taxes paid amount $10,384,000
Number of returns with mortgage interest paid 350
Mortgage interest paid amount $4,027,000
Number of returns with contributions 370
Contributions amount $4,791,000
Number of returns with taxable income 430
Taxable income amount $134,223,000
Number of returns with income tax before credits 430
Income tax before credits amount $34,376,000
Number of returns with alternative minimum tax 210
Alternative minimum tax amount $936,000
Number of returns with total tax credits 150
Total tax credits amount $157,000
Number of returns with foreign tax credit 110
Foreign tax credit amount $36,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $16,000
Number of returns with nonrefundable education credit 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 90
Self-employment tax amount $702,000
Number of returns with total tax payments 430
Total tax payments amount $33,681,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 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 430
Income tax amount [10] $34,219,000
Number of returns with tax liability 430
Total tax liability amount [11] $35,835,000
Number of returns with net investment income tax 210
Net investment income tax $506,000
Number of returns with tax due at time of filing 230
Tax due at time of filing amount [12] $4,942,000
Number of returns with overpayments refunded 160
Overpayments refunded amount [13] $1,452,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $1,280,000

[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.