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ZIP Code Database - Facts & Stats

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ZIP Code 29803 Income Tax Stats

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

ZIP Code 29803 Data

Zip Code:29803
City:Aiken
State:SC [South Carolina]
Counties: AIKEN, SC
City Alias(es):Aiken
Area Code:803
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


29803 Income Tax Overview

Total Number of Tax Returns for ZIP Code 29803 [1] 18,470
Total Number of Single Tax Returns for ZIP Code 29803 7,720
Total Number of Joint Tax Returns for ZIP Code 29803 8,600
Total Number of Dependents for ZIP Code 29803 9,370
Total Adjusted Gross Income for ZIP Code 29803 $1,412,684,000
Average Income per Person for ZIP Code 29803 $38,343
Average Income per Household for ZIP Code 29803 $76,485

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 5,390
Number of single returns 3,730
Number of joint returns 700
Number of head of household returns 880
Number of returns with paid preparer's signature 2,450
Number of exemptions 6,940
Number of dependents 1,940
Total number of volunteer prepared returns [5] 220
Number of volunteer income tax assistance (VITA) prepared returns [3] 220
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 70
Number of refund anticipation check returns [3] 920
Number of elderly returns [4] 1,360
Adjust gross income (AGI) [5] $66,305,000
Number of returns with total income 5,390
Salaries and wages amount $67,456,000
Number of returns with salaries and wages 3,980
Salaries and wages amount $47,652
Number of returns with taxable interest 880
Taxable interest amount $533
Number of returns with ordinary dividends 720
Ordinary dividends amount $1,501,000
Number of returns with qualified dividends 640
Qualified dividends amount [6] $986
Number of returns with state and local income tax refunds 90
State and local income tax refunds amount $77
Number of returns with business or professional net income (less loss) 790
Business or professional net income (less loss) amount $4,505,000
Number of returns with net capital gain (less loss) 580
Net capital gain (less loss) amount $191,000
Number of returns with taxable individual retirement arrangements distributions 500
Taxable individual retirement arrangements distributions amount $3,556,000
Number of returns with taxable pensions and annuities 940
Taxable pensions and annuities amount $8,955,000
Number of farm returns 0
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $301,000
Number of returns with taxable Social Security benefits 420
Taxable Social Security benefits amount $822,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount ($35,000)
Number of returns with total statutory adjustments 900
Total statutory adjustments amount $1,151,000
Number of returns with educator expenses 30
Educator expenses amount $8,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $226,000
Number of returns with IRA payments 30
IRA payments amount $55,000
Number of returns with student loan interest deduction 190
Student loan interest deduction amount $173,000
Number of returns with tuition and fees deduction 30
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 390
Total itemized deductions amount $6,490,000
Amount of AGI for itemized returns $5,687,000
Number of returns with State and local income taxes 120
State and local income taxes amount $142,000
Number of returns with State and local general sales tax 210
State and local general sales tax amount $144,000
Number of returns with real estate taxes 290
Real estate taxes amount $457,000
Number of returns with taxes paid 380
Taxes paid amount $906,000
Number of returns with mortgage interest paid 210
Mortgage interest paid amount $1,217,000
Number of returns with contributions 290
Contributions amount $605,000
Number of returns with taxable income 2,350
Taxable income amount $13,448,000
Number of returns with income tax before credits 2,340
Income tax before credits amount $1,412,000
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 $201,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $16,000
Number of returns with nonrefundable education credit 170
Nonrefundable education credit amount $92,000
Number of returns with retirement savings contribution credit 210
Retirement savings contribution credit amount $42,000
Number of returns with child tax credit 150
Child tax credit amount $44,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 640
Self-employment tax amount $872,000
Number of returns with total tax payments 4,760
Total tax payments amount $10,087,000
Number of returns with earned income credit 1,710
Earned income credit amount [8] $4,266,000
Number of returns with excess earned income credit 1,480
Excess earned income credit (refundable) amount [9] $3,805,000
Number of returns with additional child tax credit 940
Additional child tax credit amount $1,156,000
Number of returns with refundable education credit 280
Refundable education credit amount $247,000
Number of returns with income tax 1,970
Income tax amount [10] $1,210,000
Number of returns with tax liability 2,520
Total tax liability amount [11] $2,191,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 600
Tax due at time of filing amount [12] $463,000
Number of returns with overpayments refunded 4,370
Overpayments refunded amount [13] $8,251,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $91,000

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

Number of returns 3,560
Number of single returns 1,710
Number of joint returns 980
Number of head of household returns 730
Number of returns with paid preparer's signature 1,830
Number of exemptions 6,380
Number of dependents 1,860
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] 620
Number of elderly returns [4] 1,180
Adjust gross income (AGI) [5] $129,668,000
Number of returns with total income 3,560
Salaries and wages amount $131,238,000
Number of returns with salaries and wages 2,710
Salaries and wages amount $89,508
Number of returns with taxable interest 880
Taxable interest amount $789
Number of returns with ordinary dividends 700
Ordinary dividends amount $2,433,000
Number of returns with qualified dividends 640
Qualified dividends amount [6] $1,727
Number of returns with state and local income tax refunds 320
State and local income tax refunds amount $322
Number of returns with business or professional net income (less loss) 440
Business or professional net income (less loss) amount $2,547,000
Number of returns with net capital gain (less loss) 590
Net capital gain (less loss) amount $1,572,000
Number of returns with taxable individual retirement arrangements distributions 610
Taxable individual retirement arrangements distributions amount $7,481,000
Number of returns with taxable pensions and annuities 1,030
Taxable pensions and annuities amount $17,922,000
Number of farm returns 40
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $257,000
Number of returns with taxable Social Security benefits 1,030
Taxable Social Security benefits amount $7,910,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $696,000
Number of returns with total statutory adjustments 760
Total statutory adjustments amount $1,570,000
Number of returns with educator expenses 90
Educator expenses amount $21,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $322,000
Number of returns with IRA payments 60
IRA payments amount $206,000
Number of returns with student loan interest deduction 280
Student loan interest deduction amount $334,000
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 800
Total itemized deductions amount $13,309,000
Amount of AGI for itemized returns $30,663,000
Number of returns with State and local income taxes 480
State and local income taxes amount $906,000
Number of returns with State and local general sales tax 300
State and local general sales tax amount $288,000
Number of returns with real estate taxes 660
Real estate taxes amount $881,000
Number of returns with taxes paid 800
Taxes paid amount $2,339,000
Number of returns with mortgage interest paid 510
Mortgage interest paid amount $2,649,000
Number of returns with contributions 680
Contributions amount $2,388,000
Number of returns with taxable income 3,440
Taxable income amount $66,385,000
Number of returns with income tax before credits 3,390
Income tax before credits amount $7,964,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,330
Total tax credits amount $1,115,000
Number of returns with foreign tax credit 180
Foreign tax credit amount $15,000
Number of returns with child and dependent care credit 200
Child and dependent care credit amount $124,000
Number of returns with nonrefundable education credit 240
Nonrefundable education credit amount $250,000
Number of returns with retirement savings contribution credit 450
Retirement savings contribution credit amount $90,000
Number of returns with child tax credit 670
Child tax credit amount $613,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $20,000
Number of returns with self-employment tax 290
Self-employment tax amount $709,000
Number of returns with total tax payments 3,420
Total tax payments amount $13,231,000
Number of returns with earned income credit 740
Earned income credit amount [8] $1,505,000
Number of returns with excess earned income credit 610
Excess earned income credit (refundable) amount [9] $1,239,000
Number of returns with additional child tax credit 520
Additional child tax credit amount $706,000
Number of returns with refundable education credit 170
Refundable education credit amount $153,000
Number of returns with income tax 2,870
Income tax amount [10] $6,849,000
Number of returns with tax liability 3,010
Total tax liability amount [11] $7,737,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 780
Tax due at time of filing amount [12] $1,034,000
Number of returns with overpayments refunded 2,710
Overpayments refunded amount [13] $6,415,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $92,000

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

Number of returns 2,490
Number of single returns 990
Number of joint returns 1,130
Number of head of household returns 280
Number of returns with paid preparer's signature 1,400
Number of exemptions 4,870
Number of dependents 1,250
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] 280
Number of elderly returns [4] 1,020
Adjust gross income (AGI) [5] $155,194,000
Number of returns with total income 2,490
Salaries and wages amount $156,919,000
Number of returns with salaries and wages 1,870
Salaries and wages amount $99,181
Number of returns with taxable interest 950
Taxable interest amount $1,073
Number of returns with ordinary dividends 730
Ordinary dividends amount $3,216,000
Number of returns with qualified dividends 680
Qualified dividends amount [6] $2,258
Number of returns with state and local income tax refunds 610
State and local income tax refunds amount $659
Number of returns with business or professional net income (less loss) 330
Business or professional net income (less loss) amount $2,035,000
Number of returns with net capital gain (less loss) 630
Net capital gain (less loss) amount $2,621,000
Number of returns with taxable individual retirement arrangements distributions 570
Taxable individual retirement arrangements distributions amount $8,987,000
Number of returns with taxable pensions and annuities 960
Taxable pensions and annuities amount $24,063,000
Number of farm returns 30
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $180,000
Number of returns with taxable Social Security benefits 860
Taxable Social Security benefits amount $14,422,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $701,000
Number of returns with total statutory adjustments 690
Total statutory adjustments amount $1,725,000
Number of returns with educator expenses 110
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 60
Self-employment health insurance deduction amount $299,000
Number of returns with IRA payments 50
IRA payments amount $241,000
Number of returns with student loan interest deduction 310
Student loan interest deduction amount $347,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $41,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,040
Total itemized deductions amount $18,350,000
Amount of AGI for itemized returns $65,228,000
Number of returns with State and local income taxes 810
State and local income taxes amount $2,558,000
Number of returns with State and local general sales tax 200
State and local general sales tax amount $215,000
Number of returns with real estate taxes 900
Real estate taxes amount $1,335,000
Number of returns with taxes paid 1,030
Taxes paid amount $4,498,000
Number of returns with mortgage interest paid 720
Mortgage interest paid amount $3,996,000
Number of returns with contributions 900
Contributions amount $3,906,000
Number of returns with taxable income 2,480
Taxable income amount $101,812,000
Number of returns with income tax before credits 2,460
Income tax before credits amount $14,235,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 930
Total tax credits amount $1,213,000
Number of returns with foreign tax credit 240
Foreign tax credit amount $21,000
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $62,000
Number of returns with nonrefundable education credit 170
Nonrefundable education credit amount $235,000
Number of returns with retirement savings contribution credit 130
Retirement savings contribution credit amount $20,000
Number of returns with child tax credit 520
Child tax credit amount $806,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $33,000
Number of returns with self-employment tax 220
Self-employment tax amount $559,000
Number of returns with total tax payments 2,430
Total tax payments amount $16,606,000
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 80
Additional child tax credit amount $118,000
Number of returns with refundable education credit 130
Refundable education credit amount $126,000
Number of returns with income tax 2,380
Income tax amount [10] $13,024,000
Number of returns with tax liability 2,400
Total tax liability amount [11] $13,733,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 740
Tax due at time of filing amount [12] $1,569,000
Number of returns with overpayments refunded 1,680
Overpayments refunded amount [13] $4,244,000
Number of returns with credit to next year’s estimated tax 90
Credited to next year’s estimated tax amount $167,000

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

Number of returns 2,110
Number of single returns 500
Number of joint returns 1,460
Number of head of household returns 120
Number of returns with paid preparer's signature 1,140
Number of exemptions 4,720
Number of dependents 1,150
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] 150
Number of elderly returns [4] 1,050
Adjust gross income (AGI) [5] $184,140,000
Number of returns with total income 2,110
Salaries and wages amount $185,936,000
Number of returns with salaries and wages 1,520
Salaries and wages amount $105,884
Number of returns with taxable interest 1,000
Taxable interest amount $1,269
Number of returns with ordinary dividends 810
Ordinary dividends amount $4,609,000
Number of returns with qualified dividends 740
Qualified dividends amount [6] $3,481
Number of returns with state and local income tax refunds 740
State and local income tax refunds amount $980
Number of returns with business or professional net income (less loss) 290
Business or professional net income (less loss) amount $1,969,000
Number of returns with net capital gain (less loss) 710
Net capital gain (less loss) amount $3,557,000
Number of returns with taxable individual retirement arrangements distributions 660
Taxable individual retirement arrangements distributions amount $14,318,000
Number of returns with taxable pensions and annuities 960
Taxable pensions and annuities amount $30,874,000
Number of farm returns 20
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $112,000
Number of returns with taxable Social Security benefits 880
Taxable Social Security benefits amount $20,300,000
Number of returns with partnership/S-corp net income (less loss) 130
Partnership/S-corp net income (less loss) amount $1,473,000
Number of returns with total statutory adjustments 580
Total statutory adjustments amount $1,796,000
Number of returns with educator expenses 90
Educator expenses amount $24,000
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 $317,000
Number of returns with IRA payments 50
IRA payments amount $270,000
Number of returns with student loan interest deduction 230
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 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,100
Total itemized deductions amount $22,627,000
Amount of AGI for itemized returns $96,980,000
Number of returns with State and local income taxes 950
State and local income taxes amount $4,167,000
Number of returns with State and local general sales tax 130
State and local general sales tax amount $184,000
Number of returns with real estate taxes 1,020
Real estate taxes amount $1,741,000
Number of returns with taxes paid 1,100
Taxes paid amount $6,602,000
Number of returns with mortgage interest paid 850
Mortgage interest paid amount $5,426,000
Number of returns with contributions 1,000
Contributions amount $4,962,000
Number of returns with taxable income 2,110
Taxable income amount $129,905,000
Number of returns with income tax before credits 2,100
Income tax before credits amount $18,815,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 860
Total tax credits amount $1,138,000
Number of returns with foreign tax credit 300
Foreign tax credit amount $35,000
Number of returns with child and dependent care credit 140
Child and dependent care credit amount $78,000
Number of returns with nonrefundable education credit 150
Nonrefundable education credit amount $182,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 450
Child tax credit amount $767,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $39,000
Number of returns with self-employment tax 180
Self-employment tax amount $530,000
Number of returns with total tax payments 2,080
Total tax payments amount $20,625,000
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 $95,000
Number of returns with income tax 2,080
Income tax amount [10] $17,677,000
Number of returns with tax liability 2,080
Total tax liability amount [11] $18,369,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 700
Tax due at time of filing amount [12] $1,891,000
Number of returns with overpayments refunded 1,330
Overpayments refunded amount [13] $3,940,000
Number of returns with credit to next year’s estimated tax 100
Credited to next year’s estimated tax amount $182,000

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

Number of returns 3,880
Number of single returns 390
Number of joint returns 3,380
Number of head of household returns 100
Number of returns with paid preparer's signature 2,040
Number of exemptions 9,780
Number of dependents 2,520
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 160
Number of elderly returns [4] 2,030
Adjust gross income (AGI) [5] $528,155,000
Number of returns with total income 3,880
Salaries and wages amount $532,926,000
Number of returns with salaries and wages 2,960
Salaries and wages amount $312,370
Number of returns with taxable interest 2,270
Taxable interest amount $3,181
Number of returns with ordinary dividends 1,880
Ordinary dividends amount $14,071,000
Number of returns with qualified dividends 1,760
Qualified dividends amount [6] $10,528
Number of returns with state and local income tax refunds 2,230
State and local income tax refunds amount $3,328
Number of returns with business or professional net income (less loss) 660
Business or professional net income (less loss) amount $7,810,000
Number of returns with net capital gain (less loss) 1,660
Net capital gain (less loss) amount $14,116,000
Number of returns with taxable individual retirement arrangements distributions 1,290
Taxable individual retirement arrangements distributions amount $42,194,000
Number of returns with taxable pensions and annuities 1,910
Taxable pensions and annuities amount $86,230,000
Number of farm returns 80
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $176,000
Number of returns with taxable Social Security benefits 1,570
Taxable Social Security benefits amount $42,035,000
Number of returns with partnership/S-corp net income (less loss) 350
Partnership/S-corp net income (less loss) amount $6,349,000
Number of returns with total statutory adjustments 1,190
Total statutory adjustments amount $4,771,000
Number of returns with educator expenses 180
Educator expenses amount $46,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $471,000
Number of returns with self-employment health insurance deduction 130
Self-employment health insurance deduction amount $881,000
Number of returns with IRA payments 150
IRA payments amount $959,000
Number of returns with student loan interest deduction 340
Student loan interest deduction amount $411,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $107,000
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $190,000
Number of returns with itemized deductions 2,890
Total itemized deductions amount $68,988,000
Amount of AGI for itemized returns $402,723,000
Number of returns with State and local income taxes 2,730
State and local income taxes amount $19,640,000
Number of returns with State and local general sales tax 140
State and local general sales tax amount $239,000
Number of returns with real estate taxes 2,780
Real estate taxes amount $5,663,000
Number of returns with taxes paid 2,890
Taxes paid amount $27,498,000
Number of returns with mortgage interest paid 2,290
Mortgage interest paid amount $16,240,000
Number of returns with contributions 2,700
Contributions amount $16,345,000
Number of returns with taxable income 3,880
Taxable income amount $406,142,000
Number of returns with income tax before credits 3,870
Income tax before credits amount $68,605,000
Number of returns with alternative minimum tax 60
Alternative minimum tax amount $158,000
Number of returns with total tax credits 1,680
Total tax credits amount $1,830,000
Number of returns with foreign tax credit 780
Foreign tax credit amount $114,000
Number of returns with child and dependent care credit 270
Child and dependent care credit amount $155,000
Number of returns with nonrefundable education credit 320
Nonrefundable education credit amount $459,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 560
Child tax credit amount $788,000
Number of returns with residential energy tax credit 100
Residential energy tax credit amount $156,000
Number of returns with self-employment tax 440
Self-employment tax amount $1,503,000
Number of returns with total tax payments 3,850
Total tax payments amount $70,365,000
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 290
Refundable education credit amount $277,000
Number of returns with income tax 3,860
Income tax amount [10] $66,776,000
Number of returns with tax liability 3,870
Total tax liability amount [11] $68,699,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,630
Tax due at time of filing amount [12] $6,541,000
Number of returns with overpayments refunded 2,060
Overpayments refunded amount [13] $7,419,000
Number of returns with credit to next year’s estimated tax 220
Credited to next year’s estimated tax amount $711,000

Adjusted Gross Income: $200,000 or more

Number of returns 1,040
Number of single returns 70
Number of joint returns 950
Number of head of household returns 0
Number of returns with paid preparer's signature 650
Number of exemptions 2,640
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] 0
Number of elderly returns [4] 570
Adjust gross income (AGI) [5] $349,222,000
Number of returns with total income 1,040
Salaries and wages amount $354,291,000
Number of returns with salaries and wages 860
Salaries and wages amount $188,496
Number of returns with taxable interest 810
Taxable interest amount $3,003
Number of returns with ordinary dividends 710
Ordinary dividends amount $15,073,000
Number of returns with qualified dividends 680
Qualified dividends amount [6] $12,099
Number of returns with state and local income tax refunds 600
State and local income tax refunds amount $1,721
Number of returns with business or professional net income (less loss) 230
Business or professional net income (less loss) amount $11,390,000
Number of returns with net capital gain (less loss) 680
Net capital gain (less loss) amount $29,602,000
Number of returns with taxable individual retirement arrangements distributions 350
Taxable individual retirement arrangements distributions amount $19,242,000
Number of returns with taxable pensions and annuities 500
Taxable pensions and annuities amount $28,557,000
Number of farm returns 40
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 360
Taxable Social Security benefits amount $10,304,000
Number of returns with partnership/S-corp net income (less loss) 270
Partnership/S-corp net income (less loss) amount $40,139,000
Number of returns with total statutory adjustments 350
Total statutory adjustments amount $5,069,000
Number of returns with educator expenses 30
Educator expenses amount $8,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $1,383,000
Number of returns with self-employment health insurance deduction 100
Self-employment health insurance deduction amount $1,205,000
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 980
Total itemized deductions amount $45,352,000
Amount of AGI for itemized returns $329,893,000
Number of returns with State and local income taxes 950
State and local income taxes amount $18,110,000
Number of returns with State and local general sales tax 20
State and local general sales tax amount $77,000
Number of returns with real estate taxes 940
Real estate taxes amount $3,577,000
Number of returns with taxes paid 980
Taxes paid amount $22,941,000
Number of returns with mortgage interest paid 670
Mortgage interest paid amount $6,692,000
Number of returns with contributions 920
Contributions amount $13,427,000
Number of returns with taxable income 1,040
Taxable income amount $294,730,000
Number of returns with income tax before credits 1,040
Income tax before credits amount $72,351,000
Number of returns with alternative minimum tax 470
Alternative minimum tax amount $2,253,000
Number of returns with total tax credits 440
Total tax credits amount $1,496,000
Number of returns with foreign tax credit 380
Foreign tax credit amount $1,214,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $17,000
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 20
Residential energy tax credit amount $53,000
Number of returns with self-employment tax 210
Self-employment tax amount $1,413,000
Number of returns with total tax payments 1,030
Total tax payments amount $68,098,000
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 1,030
Income tax amount [10] $70,855,000
Number of returns with tax liability 1,030
Total tax liability amount [11] $73,865,000
Number of returns with net investment income tax 480
Net investment income tax $999,000
Number of returns with tax due at time of filing 580
Tax due at time of filing amount [12] $10,813,000
Number of returns with overpayments refunded 350
Overpayments refunded amount [13] $2,819,000
Number of returns with credit to next year’s estimated tax 120
Credited to next year’s estimated tax amount $2,121,000

[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.