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ZIP Code Database - Facts & Stats

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ZIP Code 29805 Income Tax Stats

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

ZIP Code 29805 Data

Zip Code:29805
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]


29805 Income Tax Overview

Total Number of Tax Returns for ZIP Code 29805 [1] 2,480
Total Number of Single Tax Returns for ZIP Code 29805 1,040
Total Number of Joint Tax Returns for ZIP Code 29805 1,080
Total Number of Dependents for ZIP Code 29805 1,700
Total Adjusted Gross Income for ZIP Code 29805 $127,654,000
Average Income per Person for ZIP Code 29805 $21,769
Average Income per Household for ZIP Code 29805 $51,473

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 940
Number of single returns 530
Number of joint returns 170
Number of head of household returns 220
Number of returns with paid preparer's signature 490
Number of exemptions 1,520
Number of dependents 540
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] 210
Adjust gross income (AGI) [5] $11,742,000
Number of returns with total income 940
Salaries and wages amount $11,906,000
Number of returns with salaries and wages 710
Salaries and wages amount $8,983
Number of returns with taxable interest 100
Taxable interest amount $45
Number of returns with ordinary dividends 60
Ordinary dividends amount $118,000
Number of returns with qualified dividends 60
Qualified dividends amount [6] $62
Number of returns with state and local income tax refunds 0
State and local income tax refunds amount $0
Number of returns with business or professional net income (less loss) 170
Business or professional net income (less loss) amount $1,138,000
Number of returns with net capital gain (less loss) 70
Net capital gain (less loss) amount $124,000
Number of returns with taxable individual retirement arrangements distributions 60
Taxable individual retirement arrangements distributions amount $337,000
Number of returns with taxable pensions and annuities 130
Taxable pensions and annuities amount $1,210,000
Number of farm returns 30
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $72,000
Number of returns with taxable Social Security benefits 50
Taxable Social Security benefits amount $112,000
Number of returns with partnership/S-corp net income (less loss) 0
Partnership/S-corp net income (less loss) amount $0
Number of returns with total statutory adjustments 180
Total statutory adjustments amount $164,000
Number of returns with educator expenses 20
Educator expenses amount $5,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 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 50
Total itemized deductions amount $765,000
Amount of AGI for itemized returns $624,000
Number of returns with State and local income taxes 0
State and local income taxes amount $0
Number of returns with State and local general sales tax 30
State and local general sales tax amount $16,000
Number of returns with real estate taxes 30
Real estate taxes amount $40,000
Number of returns with taxes paid 50
Taxes paid amount $100,000
Number of returns with mortgage interest paid 30
Mortgage interest paid amount $146,000
Number of returns with contributions 30
Contributions amount $80,000
Number of returns with taxable income 360
Taxable income amount $1,942,000
Number of returns with income tax before credits 360
Income tax before credits amount $205,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 100
Total tax credits amount $25,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 20
Child and dependent care credit amount $9,000
Number of returns with nonrefundable education credit 20
Nonrefundable education credit amount $7,000
Number of returns with retirement savings contribution credit 40
Retirement savings contribution credit amount $7,000
Number of returns with child tax credit 30
Child tax credit amount $9,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 150
Self-employment tax amount $198,000
Number of returns with total tax payments 860
Total tax payments amount $2,119,000
Number of returns with earned income credit 380
Earned income credit amount [8] $1,039,000
Number of returns with excess earned income credit 330
Excess earned income credit (refundable) amount [9] $927,000
Number of returns with additional child tax credit 220
Additional child tax credit amount $276,000
Number of returns with refundable education credit 40
Refundable education credit amount $29,000
Number of returns with income tax 290
Income tax amount [10] $179,000
Number of returns with tax liability 440
Total tax liability amount [11] $409,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 110
Tax due at time of filing amount [12] $95,000
Number of returns with overpayments refunded 780
Overpayments refunded amount [13] $1,797,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $46,000

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

Number of returns 590
Number of single returns 230
Number of joint returns 210
Number of head of household returns 110
Number of returns with paid preparer's signature 340
Number of exemptions 1,240
Number of dependents 440
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] 120
Number of elderly returns [4] 130
Adjust gross income (AGI) [5] $21,268,000
Number of returns with total income 590
Salaries and wages amount $21,550,000
Number of returns with salaries and wages 500
Salaries and wages amount $16,845
Number of returns with taxable interest 90
Taxable interest amount $42
Number of returns with ordinary dividends 50
Ordinary dividends amount $60,000
Number of returns with qualified dividends 50
Qualified dividends amount [6] $45
Number of returns with state and local income tax refunds 70
State and local income tax refunds amount $64
Number of returns with business or professional net income (less loss) 90
Business or professional net income (less loss) amount $1,183,000
Number of returns with net capital gain (less loss) 50
Net capital gain (less loss) amount $82,000
Number of returns with taxable individual retirement arrangements distributions 50
Taxable individual retirement arrangements distributions amount $683,000
Number of returns with taxable pensions and annuities 110
Taxable pensions and annuities amount $2,003,000
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 120
Taxable Social Security benefits amount $799,000
Number of returns with partnership/S-corp net income (less loss) 0
Partnership/S-corp net income (less loss) amount $0
Number of returns with total statutory adjustments 110
Total statutory adjustments amount $282,000
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 30
Self-employment health insurance deduction amount $109,000
Number of returns with IRA payments 20
IRA payments amount $96,000
Number of returns with student loan interest deduction 40
Student loan interest deduction amount $49,000
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 90
Total itemized deductions amount $1,466,000
Amount of AGI for itemized returns $3,520,000
Number of returns with State and local income taxes 90
State and local income taxes amount $147,000
Number of returns with State and local general sales tax 20
State and local general sales tax amount $21,000
Number of returns with real estate taxes 80
Real estate taxes amount $77,000
Number of returns with taxes paid 90
Taxes paid amount $266,000
Number of returns with mortgage interest paid 70
Mortgage interest paid amount $398,000
Number of returns with contributions 70
Contributions amount $295,000
Number of returns with taxable income 560
Taxable income amount $10,216,000
Number of returns with income tax before credits 560
Income tax before credits amount $1,244,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 240
Total tax credits amount $198,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 30
Nonrefundable education credit amount $37,000
Number of returns with retirement savings contribution credit 100
Retirement savings contribution credit amount $22,000
Number of returns with child tax credit 140
Child tax credit amount $129,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 70
Self-employment tax amount $201,000
Number of returns with total tax payments 580
Total tax payments amount $2,441,000
Number of returns with earned income credit 180
Earned income credit amount [8] $396,000
Number of returns with excess earned income credit 140
Excess earned income credit (refundable) amount [9] $325,000
Number of returns with additional child tax credit 140
Additional child tax credit amount $197,000
Number of returns with refundable education credit 30
Refundable education credit amount $26,000
Number of returns with income tax 440
Income tax amount [10] $1,046,000
Number of returns with tax liability 480
Total tax liability amount [11] $1,275,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 100
Tax due at time of filing amount [12] $186,000
Number of returns with overpayments refunded 480
Overpayments refunded amount [13] $1,300,000
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 370
Number of single returns 90
Number of joint returns 220
Number of head of household returns 60
Number of returns with paid preparer's signature 230
Number of exemptions 870
Number of dependents 290
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] 80
Adjust gross income (AGI) [5] $22,494,000
Number of returns with total income 370
Salaries and wages amount $22,686,000
Number of returns with salaries and wages 340
Salaries and wages amount $18,588
Number of returns with taxable interest 90
Taxable interest amount $45
Number of returns with ordinary dividends 40
Ordinary dividends amount $105,000
Number of returns with qualified dividends 40
Qualified dividends amount [6] $76
Number of returns with state and local income tax refunds 100
State and local income tax refunds amount $129
Number of returns with business or professional net income (less loss) 60
Business or professional net income (less loss) amount $387,000
Number of returns with net capital gain (less loss) 40
Net capital gain (less loss) amount $279,000
Number of returns with taxable individual retirement arrangements distributions 30
Taxable individual retirement arrangements distributions amount $398,000
Number of returns with taxable pensions and annuities 90
Taxable pensions and annuities amount $1,680,000
Number of farm returns 30
Number of returns with unemployment compensation 20
Unemployment compensation amount [7] $81,000
Number of returns with taxable Social Security benefits 70
Taxable Social Security benefits amount $1,065,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $163,000
Number of returns with total statutory adjustments 90
Total statutory adjustments amount $192,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 40
Student loan interest deduction amount $47,000
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 140
Total itemized deductions amount $2,149,000
Amount of AGI for itemized returns $8,376,000
Number of returns with State and local income taxes 130
State and local income taxes amount $396,000
Number of returns with State and local general sales tax 20
State and local general sales tax amount $32,000
Number of returns with real estate taxes 120
Real estate taxes amount $125,000
Number of returns with taxes paid 140
Taxes paid amount $579,000
Number of returns with mortgage interest paid 100
Mortgage interest paid amount $571,000
Number of returns with contributions 100
Contributions amount $414,000
Number of returns with taxable income 370
Taxable income amount $14,248,000
Number of returns with income tax before credits 360
Income tax before credits amount $1,936,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 160
Total tax credits amount $241,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $14,000
Number of returns with nonrefundable education credit 30
Nonrefundable education credit amount $37,000
Number of returns with retirement savings contribution credit 40
Retirement savings contribution credit amount $7,000
Number of returns with child tax credit 120
Child tax credit amount $179,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 40
Self-employment tax amount $74,000
Number of returns with total tax payments 360
Total tax payments amount $2,394,000
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 20
Additional child tax credit amount $37,000
Number of returns with refundable education credit 40
Refundable education credit amount $33,000
Number of returns with income tax 340
Income tax amount [10] $1,695,000
Number of returns with tax liability 350
Total tax liability amount [11] $1,790,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 100
Tax due at time of filing amount [12] $178,000
Number of returns with overpayments refunded 260
Overpayments refunded amount [13] $767,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 240
Number of single returns 50
Number of joint returns 180
Number of head of household returns 0
Number of returns with paid preparer's signature 150
Number of exemptions 580
Number of dependents 160
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] 40
Number of elderly returns [4] 70
Adjust gross income (AGI) [5] $20,850,000
Number of returns with total income 240
Salaries and wages amount $21,080,000
Number of returns with salaries and wages 220
Salaries and wages amount $15,760
Number of returns with taxable interest 60
Taxable interest amount $52
Number of returns with ordinary dividends 50
Ordinary dividends amount $250,000
Number of returns with qualified dividends 50
Qualified dividends amount [6] $189
Number of returns with state and local income tax refunds 80
State and local income tax refunds amount $121
Number of returns with business or professional net income (less loss) 40
Business or professional net income (less loss) amount $272,000
Number of returns with net capital gain (less loss) 50
Net capital gain (less loss) amount $138,000
Number of returns with taxable individual retirement arrangements distributions 40
Taxable individual retirement arrangements distributions amount $754,000
Number of returns with taxable pensions and annuities 90
Taxable pensions and annuities amount $2,415,000
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 60
Taxable Social Security benefits amount $1,113,000
Number of returns with partnership/S-corp net income (less loss) 0
Partnership/S-corp net income (less loss) amount $0
Number of returns with total statutory adjustments 70
Total statutory adjustments amount $230,000
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 20
Self-employment health insurance deduction amount $248,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 30
Student loan interest deduction amount $33,000
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 110
Total itemized deductions amount $2,184,000
Amount of AGI for itemized returns $9,499,000
Number of returns with State and local income taxes 110
State and local income taxes amount $496,000
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 100
Real estate taxes amount $123,000
Number of returns with taxes paid 110
Taxes paid amount $680,000
Number of returns with mortgage interest paid 90
Mortgage interest paid amount $557,000
Number of returns with contributions 100
Contributions amount $484,000
Number of returns with taxable income 240
Taxable income amount $14,722,000
Number of returns with income tax before credits 240
Income tax before credits amount $2,136,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 100
Total tax credits amount $162,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $16,000
Number of returns with nonrefundable education credit 20
Nonrefundable education credit amount $26,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 70
Child tax credit amount $107,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 30
Self-employment tax amount $71,000
Number of returns with total tax payments 240
Total tax payments amount $2,422,000
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 240
Income tax amount [10] $1,973,000
Number of returns with tax liability 240
Total tax liability amount [11] $2,073,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 80
Tax due at time of filing amount [12] $200,000
Number of returns with overpayments refunded 160
Overpayments refunded amount [13] $528,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $162,000

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

Number of returns 290
Number of single returns 30
Number of joint returns 260
Number of head of household returns 0
Number of returns with paid preparer's signature 180
Number of exemptions 790
Number of dependents 240
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] 120
Adjust gross income (AGI) [5] $38,383,000
Number of returns with total income 290
Salaries and wages amount $38,765,000
Number of returns with salaries and wages 270
Salaries and wages amount $28,582
Number of returns with taxable interest 130
Taxable interest amount $87
Number of returns with ordinary dividends 90
Ordinary dividends amount $739,000
Number of returns with qualified dividends 80
Qualified dividends amount [6] $379
Number of returns with state and local income tax refunds 160
State and local income tax refunds amount $252
Number of returns with business or professional net income (less loss) 60
Business or professional net income (less loss) amount $185,000
Number of returns with net capital gain (less loss) 80
Net capital gain (less loss) amount $872,000
Number of returns with taxable individual retirement arrangements distributions 60
Taxable individual retirement arrangements distributions amount $2,062,000
Number of returns with taxable pensions and annuities 120
Taxable pensions and annuities amount $4,864,000
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 70
Taxable Social Security benefits amount $1,638,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $2,427,000
Number of returns with total statutory adjustments 100
Total statutory adjustments amount $382,000
Number of returns with educator expenses 20
Educator expenses amount $5,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 30
Student loan interest deduction amount $32,000
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 $5,282,000
Amount of AGI for itemized returns $29,453,000
Number of returns with State and local income taxes 210
State and local income taxes amount $1,521,000
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 210
Real estate taxes amount $388,000
Number of returns with taxes paid 220
Taxes paid amount $2,049,000
Number of returns with mortgage interest paid 190
Mortgage interest paid amount $1,304,000
Number of returns with contributions 190
Contributions amount $1,299,000
Number of returns with taxable income 290
Taxable income amount $29,004,000
Number of returns with income tax before credits 290
Income tax before credits amount $4,899,000
Number of returns with alternative minimum tax 30
Alternative minimum tax amount $114,000
Number of returns with total tax credits 130
Total tax credits amount $205,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $10,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 40
Nonrefundable education credit amount $47,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 60
Child tax credit amount $80,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 40
Self-employment tax amount $159,000
Number of returns with total tax payments 290
Total tax payments amount $5,154,000
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 30
Refundable education credit amount $29,000
Number of returns with income tax 290
Income tax amount [10] $4,699,000
Number of returns with tax liability 290
Total tax liability amount [11] $4,907,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 100
Tax due at time of filing amount [12] $511,000
Number of returns with overpayments refunded 200
Overpayments refunded amount [13] $757,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

Adjusted Gross Income: $200,000 or more

Number of returns 50
Number of single returns 0
Number of joint returns 40
Number of head of household returns 0
Number of returns with paid preparer's signature 40
Number of exemptions 110
Number of dependents 30
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] 0
Adjust gross income (AGI) [5] $12,917,000
Number of returns with total income 50
Salaries and wages amount $13,217,000
Number of returns with salaries and wages 40
Salaries and wages amount $6,144
Number of returns with taxable interest 30
Taxable interest amount $82
Number of returns with ordinary dividends 20
Ordinary dividends amount $991,000
Number of returns with qualified dividends 20
Qualified dividends amount [6] $848
Number of returns with state and local income tax refunds 20
State and local income tax refunds amount $66
Number of returns with business or professional net income (less loss) 0
Business or professional net income (less loss) amount $0
Number of returns with net capital gain (less loss) 20
Net capital gain (less loss) amount $1,015,000
Number of returns with taxable individual retirement arrangements distributions 0
Taxable individual retirement arrangements distributions amount $0
Number of returns with taxable pensions and annuities 0
Taxable pensions and annuities amount $0
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 0
Taxable Social Security benefits amount $0
Number of returns with partnership/S-corp net income (less loss) 0
Partnership/S-corp net income (less loss) amount $0
Number of returns with total statutory adjustments 20
Total statutory adjustments amount $300,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 0
Student loan interest deduction amount $0
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 40
Total itemized deductions amount $1,890,000
Amount of AGI for itemized returns $11,914,000
Number of returns with State and local income taxes 40
State and local income taxes amount $653,000
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 40
Real estate taxes amount $129,000
Number of returns with taxes paid 40
Taxes paid amount $830,000
Number of returns with mortgage interest paid 30
Mortgage interest paid amount $363,000
Number of returns with contributions 40
Contributions amount $475,000
Number of returns with taxable income 50
Taxable income amount $10,586,000
Number of returns with income tax before credits 50
Income tax before credits amount $2,300,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 0
Total tax credits amount $0
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
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 0
Self-employment tax amount $0
Number of returns with total tax payments 40
Total tax payments amount $2,187,000
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 50
Income tax amount [10] $2,294,000
Number of returns with tax liability 50
Total tax liability amount [11] $2,445,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 30
Tax due at time of filing amount [12] $456,000
Number of returns with overpayments refunded 0
Overpayments refunded amount [13] $0
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

[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.