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ZIP Code Database - Facts & Stats

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ZIP Code 29801 Income Tax Stats

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

ZIP Code 29801 Data

Zip Code:29801
City:Aiken
State:SC [South Carolina]
Counties: AIKEN, SC
City Alias(es):Aiken
Area Code:839 / 803
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


29801 Income Tax Overview

Total Number of Tax Returns for ZIP Code 29801 [1] 10,980
Total Number of Single Tax Returns for ZIP Code 29801 2,980
Total Number of Joint Tax Returns for ZIP Code 29801 3,190
Total Number of Dependents for ZIP Code 29801 7,070
Total Adjusted Gross Income for ZIP Code 29801 $585,860,000
Average Income per Person for ZIP Code 29801 $21,878
Average Income per Household for ZIP Code 29801 $53,357

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 4,990
Number of single returns 2,890
Number of joint returns 480
Number of head of household returns 1,520
Number of returns with paid preparer's signature 2,370
Number of exemptions 8,080
Number of dependents 3,150
Total number of volunteer prepared returns [5] 280
Number of volunteer income tax assistance (VITA) prepared returns [3] 280
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 120
Number of refund anticipation check returns [3] 1,390
Number of elderly returns [4] 950
Adjust gross income (AGI) [5] $63,841,000
Number of returns with total income 4,990
Salaries and wages amount $64,811,000
Number of returns with salaries and wages 4,040
Salaries and wages amount $50,996
Number of returns with taxable interest 440
Taxable interest amount $225
Number of returns with ordinary dividends 290
Ordinary dividends amount $639,000
Number of returns with qualified dividends 270
Qualified dividends amount [6] $421
Number of returns with state and local income tax refunds 60
State and local income tax refunds amount $49
Number of returns with business or professional net income (less loss) 870
Business or professional net income (less loss) amount $5,133,000
Number of returns with net capital gain (less loss) 260
Net capital gain (less loss) amount $388,000
Number of returns with taxable individual retirement arrangements distributions 250
Taxable individual retirement arrangements distributions amount $1,690,000
Number of returns with taxable pensions and annuities 610
Taxable pensions and annuities amount $5,335,000
Number of farm returns 30
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $247,000
Number of returns with taxable Social Security benefits 230
Taxable Social Security benefits amount $476,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount ($357,000)
Number of returns with total statutory adjustments 890
Total statutory adjustments amount $970,000
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 60
Self-employment health insurance deduction amount $164,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 100
Student loan interest deduction amount $115,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 220
Total itemized deductions amount $3,419,000
Amount of AGI for itemized returns $3,279,000
Number of returns with State and local income taxes 100
State and local income taxes amount $169,000
Number of returns with State and local general sales tax 100
State and local general sales tax amount $72,000
Number of returns with real estate taxes 160
Real estate taxes amount $206,000
Number of returns with taxes paid 220
Taxes paid amount $528,000
Number of returns with mortgage interest paid 120
Mortgage interest paid amount $643,000
Number of returns with contributions 160
Contributions amount $480,000
Number of returns with taxable income 1,930
Taxable income amount $10,548,000
Number of returns with income tax before credits 1,950
Income tax before credits amount $1,118,000
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 $193,000
Number of returns with foreign tax credit 20
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $17,000
Number of returns with nonrefundable education credit 120
Nonrefundable education credit amount $69,000
Number of returns with retirement savings contribution credit 220
Retirement savings contribution credit amount $38,000
Number of returns with child tax credit 220
Child tax credit amount $63,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 720
Self-employment tax amount $958,000
Number of returns with total tax payments 4,650
Total tax payments amount $12,740,000
Number of returns with earned income credit 2,470
Earned income credit amount [8] $7,058,000
Number of returns with excess earned income credit 2,240
Excess earned income credit (refundable) amount [9] $6,342,000
Number of returns with additional child tax credit 1,520
Additional child tax credit amount $1,835,000
Number of returns with refundable education credit 290
Refundable education credit amount $261,000
Number of returns with income tax 1,520
Income tax amount [10] $925,000
Number of returns with tax liability 2,230
Total tax liability amount [11] $1,987,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 430
Tax due at time of filing amount [12] $339,000
Number of returns with overpayments refunded 4,350
Overpayments refunded amount [13] $11,039,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $44,000

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

Number of returns 2,610
Number of single returns 1,180
Number of joint returns 590
Number of head of household returns 730
Number of returns with paid preparer's signature 1,300
Number of exemptions 5,020
Number of dependents 1,830
Total number of volunteer prepared returns [5] 90
Number of volunteer income tax assistance (VITA) prepared returns [3] 90
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] 590
Number of elderly returns [4] 630
Adjust gross income (AGI) [5] $93,046,000
Number of returns with total income 2,610
Salaries and wages amount $94,123,000
Number of returns with salaries and wages 2,210
Salaries and wages amount $74,534
Number of returns with taxable interest 400
Taxable interest amount $279
Number of returns with ordinary dividends 270
Ordinary dividends amount $1,061,000
Number of returns with qualified dividends 240
Qualified dividends amount [6] $805
Number of returns with state and local income tax refunds 240
State and local income tax refunds amount $236
Number of returns with business or professional net income (less loss) 350
Business or professional net income (less loss) amount $1,462,000
Number of returns with net capital gain (less loss) 220
Net capital gain (less loss) amount $786,000
Number of returns with taxable individual retirement arrangements distributions 230
Taxable individual retirement arrangements distributions amount $2,403,000
Number of returns with taxable pensions and annuities 540
Taxable pensions and annuities amount $9,460,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $183,000
Number of returns with taxable Social Security benefits 490
Taxable Social Security benefits amount $3,506,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $166,000
Number of returns with total statutory adjustments 500
Total statutory adjustments amount $1,077,000
Number of returns with educator expenses 70
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 $184,000
Number of returns with IRA payments 70
IRA payments amount $268,000
Number of returns with student loan interest deduction 220
Student loan interest deduction amount $236,000
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 460
Total itemized deductions amount $7,883,000
Amount of AGI for itemized returns $17,381,000
Number of returns with State and local income taxes 350
State and local income taxes amount $704,000
Number of returns with State and local general sales tax 90
State and local general sales tax amount $81,000
Number of returns with real estate taxes 340
Real estate taxes amount $460,000
Number of returns with taxes paid 460
Taxes paid amount $1,400,000
Number of returns with mortgage interest paid 270
Mortgage interest paid amount $1,428,000
Number of returns with contributions 390
Contributions amount $1,630,000
Number of returns with taxable income 2,510
Taxable income amount $46,661,000
Number of returns with income tax before credits 2,500
Income tax before credits amount $5,656,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,110
Total tax credits amount $970,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $6,000
Number of returns with child and dependent care credit 180
Child and dependent care credit amount $116,000
Number of returns with nonrefundable education credit 200
Nonrefundable education credit amount $203,000
Number of returns with retirement savings contribution credit 470
Retirement savings contribution credit amount $87,000
Number of returns with child tax credit 610
Child tax credit amount $539,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $20,000
Number of returns with self-employment tax 190
Self-employment tax amount $455,000
Number of returns with total tax payments 2,530
Total tax payments amount $10,182,000
Number of returns with earned income credit 740
Earned income credit amount [8] $1,569,000
Number of returns with excess earned income credit 630
Excess earned income credit (refundable) amount [9] $1,341,000
Number of returns with additional child tax credit 490
Additional child tax credit amount $677,000
Number of returns with refundable education credit 170
Refundable education credit amount $147,000
Number of returns with income tax 2,020
Income tax amount [10] $4,686,000
Number of returns with tax liability 2,120
Total tax liability amount [11] $5,255,000
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] $760,000
Number of returns with overpayments refunded 2,080
Overpayments refunded amount [13] $5,555,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $56,000

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

Number of returns 1,260
Number of single returns 490
Number of joint returns 530
Number of head of household returns 200
Number of returns with paid preparer's signature 700
Number of exemptions 2,530
Number of dependents 740
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] 180
Number of elderly returns [4] 390
Adjust gross income (AGI) [5] $77,806,000
Number of returns with total income 1,260
Salaries and wages amount $78,775,000
Number of returns with salaries and wages 1,040
Salaries and wages amount $57,680
Number of returns with taxable interest 340
Taxable interest amount $414
Number of returns with ordinary dividends 240
Ordinary dividends amount $1,133,000
Number of returns with qualified dividends 220
Qualified dividends amount [6] $755
Number of returns with state and local income tax refunds 310
State and local income tax refunds amount $356
Number of returns with business or professional net income (less loss) 180
Business or professional net income (less loss) amount $1,163,000
Number of returns with net capital gain (less loss) 210
Net capital gain (less loss) amount $887,000
Number of returns with taxable individual retirement arrangements distributions 170
Taxable individual retirement arrangements distributions amount $2,465,000
Number of returns with taxable pensions and annuities 370
Taxable pensions and annuities amount $9,033,000
Number of farm returns 30
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 330
Taxable Social Security benefits amount $5,139,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $305,000
Number of returns with total statutory adjustments 330
Total statutory adjustments amount $969,000
Number of returns with educator expenses 40
Educator expenses amount $9,000
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 $242,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 150
Student loan interest deduction amount $177,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $95,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 480
Total itemized deductions amount $8,089,000
Amount of AGI for itemized returns $29,695,000
Number of returns with State and local income taxes 420
State and local income taxes amount $1,414,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $58,000
Number of returns with real estate taxes 400
Real estate taxes amount $513,000
Number of returns with taxes paid 470
Taxes paid amount $2,169,000
Number of returns with mortgage interest paid 330
Mortgage interest paid amount $1,614,000
Number of returns with contributions 390
Contributions amount $1,764,000
Number of returns with taxable income 1,250
Taxable income amount $51,479,000
Number of returns with income tax before credits 1,250
Income tax before credits amount $7,274,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 460
Total tax credits amount $644,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $9,000
Number of returns with child and dependent care credit 80
Child and dependent care credit amount $45,000
Number of returns with nonrefundable education credit 90
Nonrefundable education credit amount $128,000
Number of returns with retirement savings contribution credit 70
Retirement savings contribution credit amount $13,000
Number of returns with child tax credit 290
Child tax credit amount $425,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $24,000
Number of returns with self-employment tax 120
Self-employment tax amount $320,000
Number of returns with total tax payments 1,240
Total tax payments amount $8,362,000
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 40
Additional child tax credit amount $57,000
Number of returns with refundable education credit 60
Refundable education credit amount $59,000
Number of returns with income tax 1,210
Income tax amount [10] $6,630,000
Number of returns with tax liability 1,220
Total tax liability amount [11] $7,013,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 380
Tax due at time of filing amount [12] $883,000
Number of returns with overpayments refunded 860
Overpayments refunded amount [13] $2,102,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $100,000

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

Number of returns 800
Number of single returns 200
Number of joint returns 530
Number of head of household returns 50
Number of returns with paid preparer's signature 490
Number of exemptions 1,840
Number of dependents 510
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] 80
Number of elderly returns [4] 320
Adjust gross income (AGI) [5] $69,746,000
Number of returns with total income 800
Salaries and wages amount $70,449,000
Number of returns with salaries and wages 640
Salaries and wages amount $46,631
Number of returns with taxable interest 310
Taxable interest amount $483
Number of returns with ordinary dividends 230
Ordinary dividends amount $1,177,000
Number of returns with qualified dividends 210
Qualified dividends amount [6] $894
Number of returns with state and local income tax refunds 290
State and local income tax refunds amount $406
Number of returns with business or professional net income (less loss) 140
Business or professional net income (less loss) amount $1,002,000
Number of returns with net capital gain (less loss) 220
Net capital gain (less loss) amount $1,299,000
Number of returns with taxable individual retirement arrangements distributions 170
Taxable individual retirement arrangements distributions amount $3,277,000
Number of returns with taxable pensions and annuities 320
Taxable pensions and annuities amount $9,605,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $124,000
Number of returns with taxable Social Security benefits 270
Taxable Social Security benefits amount $5,574,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $727,000
Number of returns with total statutory adjustments 240
Total statutory adjustments amount $703,000
Number of returns with educator expenses 30
Educator expenses amount $9,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 20
Self-employment health insurance deduction amount $153,000
Number of returns with IRA payments 20
IRA payments amount $69,000
Number of returns with student loan interest deduction 90
Student loan interest deduction amount $109,000
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 410
Total itemized deductions amount $8,631,000
Amount of AGI for itemized returns $36,271,000
Number of returns with State and local income taxes 380
State and local income taxes amount $1,727,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $36,000
Number of returns with real estate taxes 370
Real estate taxes amount $565,000
Number of returns with taxes paid 410
Taxes paid amount $2,607,000
Number of returns with mortgage interest paid 320
Mortgage interest paid amount $2,062,000
Number of returns with contributions 360
Contributions amount $1,899,000
Number of returns with taxable income 800
Taxable income amount $49,082,000
Number of returns with income tax before credits 800
Income tax before credits amount $7,286,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 310
Total tax credits amount $458,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $8,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $27,000
Number of returns with nonrefundable education credit 60
Nonrefundable education credit amount $85,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 190
Child tax credit amount $314,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 90
Self-employment tax amount $249,000
Number of returns with total tax payments 800
Total tax payments amount $8,138,000
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 50
Refundable education credit amount $47,000
Number of returns with income tax 790
Income tax amount [10] $6,829,000
Number of returns with tax liability 790
Total tax liability amount [11] $7,162,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 250
Tax due at time of filing amount [12] $704,000
Number of returns with overpayments refunded 530
Overpayments refunded amount [13] $1,556,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $118,000

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

Number of returns 1,030
Number of single returns 160
Number of joint returns 810
Number of head of household returns 40
Number of returns with paid preparer's signature 610
Number of exemptions 2,490
Number of dependents 650
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 60
Number of elderly returns [4] 420
Adjust gross income (AGI) [5] $136,685,000
Number of returns with total income 1,030
Salaries and wages amount $138,533,000
Number of returns with salaries and wages 850
Salaries and wages amount $89,743
Number of returns with taxable interest 530
Taxable interest amount $899
Number of returns with ordinary dividends 420
Ordinary dividends amount $4,311,000
Number of returns with qualified dividends 390
Qualified dividends amount [6] $3,363
Number of returns with state and local income tax refunds 570
State and local income tax refunds amount $886
Number of returns with business or professional net income (less loss) 210
Business or professional net income (less loss) amount $3,288,000
Number of returns with net capital gain (less loss) 390
Net capital gain (less loss) amount $4,985,000
Number of returns with taxable individual retirement arrangements distributions 260
Taxable individual retirement arrangements distributions amount $6,663,000
Number of returns with taxable pensions and annuities 400
Taxable pensions and annuities amount $16,218,000
Number of farm returns 50
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 310
Taxable Social Security benefits amount $7,497,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $3,390,000
Number of returns with total statutory adjustments 370
Total statutory adjustments amount $1,848,000
Number of returns with educator expenses 60
Educator expenses amount $16,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $452,000
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $519,000
Number of returns with IRA payments 50
IRA payments amount $281,000
Number of returns with student loan interest deduction 120
Student loan interest deduction amount $127,000
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 750
Total itemized deductions amount $17,684,000
Amount of AGI for itemized returns $101,091,000
Number of returns with State and local income taxes 720
State and local income taxes amount $5,190,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $66,000
Number of returns with real estate taxes 690
Real estate taxes amount $1,325,000
Number of returns with taxes paid 750
Taxes paid amount $6,975,000
Number of returns with mortgage interest paid 580
Mortgage interest paid amount $3,839,000
Number of returns with contributions 680
Contributions amount $4,320,000
Number of returns with taxable income 1,030
Taxable income amount $105,377,000
Number of returns with income tax before credits 1,020
Income tax before credits amount $17,865,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 420
Total tax credits amount $564,000
Number of returns with foreign tax credit 170
Foreign tax credit amount $60,000
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $63,000
Number of returns with nonrefundable education credit 70
Nonrefundable education credit amount $99,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 180
Child tax credit amount $235,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $59,000
Number of returns with self-employment tax 140
Self-employment tax amount $657,000
Number of returns with total tax payments 1,020
Total tax payments amount $18,435,000
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 60
Refundable education credit amount $58,000
Number of returns with income tax 1,020
Income tax amount [10] $17,301,000
Number of returns with tax liability 1,030
Total tax liability amount [11] $18,169,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 460
Tax due at time of filing amount [12] $2,075,000
Number of returns with overpayments refunded 510
Overpayments refunded amount [13] $2,004,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $293,000

Adjusted Gross Income: $200,000 or more

Number of returns 290
Number of single returns 40
Number of joint returns 250
Number of head of household returns 0
Number of returns with paid preparer's signature 230
Number of exemptions 730
Number of dependents 190
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] 160
Adjust gross income (AGI) [5] $144,736,000
Number of returns with total income 290
Salaries and wages amount $147,571,000
Number of returns with salaries and wages 230
Salaries and wages amount $47,003
Number of returns with taxable interest 250
Taxable interest amount $2,147
Number of returns with ordinary dividends 210
Ordinary dividends amount $14,261,000
Number of returns with qualified dividends 200
Qualified dividends amount [6] $11,589
Number of returns with state and local income tax refunds 160
State and local income tax refunds amount $760
Number of returns with business or professional net income (less loss) 70
Business or professional net income (less loss) amount $5,718,000
Number of returns with net capital gain (less loss) 200
Net capital gain (less loss) amount $26,577,000
Number of returns with taxable individual retirement arrangements distributions 90
Taxable individual retirement arrangements distributions amount $5,267,000
Number of returns with taxable pensions and annuities 130
Taxable pensions and annuities amount $9,353,000
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 110
Taxable Social Security benefits amount $2,969,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $20,370,000
Number of returns with total statutory adjustments 120
Total statutory adjustments amount $2,835,000
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 $695,000
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 30
Domestic production activities deduction amount $1,027,000
Number of returns with itemized deductions 280
Total itemized deductions amount $18,387,000
Amount of AGI for itemized returns $141,370,000
Number of returns with State and local income taxes 270
State and local income taxes amount $7,203,000
Number of returns with State and local general sales tax 0
State and local general sales tax amount $0
Number of returns with real estate taxes 270
Real estate taxes amount $1,392,000
Number of returns with taxes paid 280
Taxes paid amount $8,889,000
Number of returns with mortgage interest paid 200
Mortgage interest paid amount $2,075,000
Number of returns with contributions 270
Contributions amount $5,970,000
Number of returns with taxable income 290
Taxable income amount $124,229,000
Number of returns with income tax before credits 290
Income tax before credits amount $32,579,000
Number of returns with alternative minimum tax 170
Alternative minimum tax amount $1,323,000
Number of returns with total tax credits 140
Total tax credits amount $591,000
Number of returns with foreign tax credit 120
Foreign tax credit amount $307,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 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 60
Self-employment tax amount $761,000
Number of returns with total tax payments 290
Total tax payments amount $31,664,000
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 290
Income tax amount [10] $31,988,000
Number of returns with tax liability 290
Total tax liability amount [11] $34,335,000
Number of returns with net investment income tax 180
Net investment income tax $1,172,000
Number of returns with tax due at time of filing 160
Tax due at time of filing amount [12] $6,965,000
Number of returns with overpayments refunded 80
Overpayments refunded amount [13] $1,105,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $3,147,000

[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.