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ZIP Code Database - Facts & Stats

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ZIP Code 37040 Income Tax Stats

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

ZIP Code 37040 Data

Zip Code:37040
City:Clarksville
State:TN [Tennessee]
Counties: MONTGOMERY, TN
City Alias(es):Clarksville
Area Code:931 / 615
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


37040 Income Tax Overview

Total Number of Tax Returns for ZIP Code 37040 [1] 23,380
Total Number of Single Tax Returns for ZIP Code 37040 8,500
Total Number of Joint Tax Returns for ZIP Code 37040 8,620
Total Number of Dependents for ZIP Code 37040 16,520
Total Adjusted Gross Income for ZIP Code 37040 $1,072,142,000
Average Income per Person for ZIP Code 37040 $23,866
Average Income per Household for ZIP Code 37040 $45,857

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 8,890
Number of single returns 5,680
Number of joint returns 1,050
Number of head of household returns 1,900
Number of returns with paid preparer's signature 2,980
Number of exemptions 13,570
Number of dependents 4,830
Total number of volunteer prepared returns [5] 400
Number of volunteer income tax assistance (VITA) prepared returns [3] 290
Number of tax counseling for the elderly (TCE) prepared returns [3] 110
Number of volunteer prepared returns with Earned Income Credit 70
Number of refund anticipation check returns [3] 2,190
Number of elderly returns [4] 1,070
Adjust gross income (AGI) [5] $116,109,000
Number of returns with total income 8,890
Salaries and wages amount $117,941,000
Number of returns with salaries and wages 7,570
Salaries and wages amount $98,270
Number of returns with taxable interest 710
Taxable interest amount $354
Number of returns with ordinary dividends 290
Ordinary dividends amount $249,000
Number of returns with qualified dividends 250
Qualified dividends amount [6] $155
Number of returns with state and local income tax refunds 30
State and local income tax refunds amount $12
Number of returns with business or professional net income (less loss) 1,220
Business or professional net income (less loss) amount $8,038,000
Number of returns with net capital gain (less loss) 230
Net capital gain (less loss) amount $328,000
Number of returns with taxable individual retirement arrangements distributions 210
Taxable individual retirement arrangements distributions amount $1,279,000
Number of returns with taxable pensions and annuities 980
Taxable pensions and annuities amount $9,859,000
Number of farm returns 0
Number of returns with unemployment compensation 160
Unemployment compensation amount [7] $540,000
Number of returns with taxable Social Security benefits 250
Taxable Social Security benefits amount $462,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount ($5,000)
Number of returns with total statutory adjustments 1,470
Total statutory adjustments amount $1,832,000
Number of returns with educator expenses 30
Educator expenses amount $7,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $223,000
Number of returns with IRA payments 40
IRA payments amount $93,000
Number of returns with student loan interest deduction 370
Student loan interest deduction amount $311,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $161,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 320
Total itemized deductions amount $4,637,000
Amount of AGI for itemized returns $5,131,000
Number of returns with State and local income taxes 30
State and local income taxes amount $46,000
Number of returns with State and local general sales tax 190
State and local general sales tax amount $240,000
Number of returns with real estate taxes 220
Real estate taxes amount $405,000
Number of returns with taxes paid 290
Taxes paid amount $733,000
Number of returns with mortgage interest paid 200
Mortgage interest paid amount $1,202,000
Number of returns with contributions 200
Contributions amount $546,000
Number of returns with taxable income 3,920
Taxable income amount $23,599,000
Number of returns with income tax before credits 3,920
Income tax before credits amount $2,516,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,130
Total tax credits amount $374,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 80
Child and dependent care credit amount $27,000
Number of returns with nonrefundable education credit 350
Nonrefundable education credit amount $176,000
Number of returns with retirement savings contribution credit 460
Retirement savings contribution credit amount $68,000
Number of returns with child tax credit 290
Child tax credit amount $94,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 990
Self-employment tax amount $1,439,000
Number of returns with total tax payments 8,490
Total tax payments amount $22,529,000
Number of returns with earned income credit 3,670
Earned income credit amount [8] $10,366,000
Number of returns with excess earned income credit 3,390
Excess earned income credit (refundable) amount [9] $9,297,000
Number of returns with additional child tax credit 2,280
Additional child tax credit amount $2,920,000
Number of returns with refundable education credit 620
Refundable education credit amount $527,000
Number of returns with income tax 3,210
Income tax amount [10] $2,143,000
Number of returns with tax liability 4,170
Total tax liability amount [11] $3,725,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 510
Tax due at time of filing amount [12] $488,000
Number of returns with overpayments refunded 8,150
Overpayments refunded amount [13] $19,244,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $38,000

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

Number of returns 7,010
Number of single returns 2,960
Number of joint returns 2,260
Number of head of household returns 1,490
Number of returns with paid preparer's signature 2,410
Number of exemptions 14,480
Number of dependents 5,230
Total number of volunteer prepared returns [5] 380
Number of volunteer income tax assistance (VITA) prepared returns [3] 310
Number of tax counseling for the elderly (TCE) prepared returns [3] 70
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 1,780
Number of elderly returns [4] 860
Adjust gross income (AGI) [5] $255,326,000
Number of returns with total income 7,010
Salaries and wages amount $257,945,000
Number of returns with salaries and wages 6,440
Salaries and wages amount $227,205
Number of returns with taxable interest 900
Taxable interest amount $390
Number of returns with ordinary dividends 370
Ordinary dividends amount $556,000
Number of returns with qualified dividends 340
Qualified dividends amount [6] $416
Number of returns with state and local income tax refunds 40
State and local income tax refunds amount $25
Number of returns with business or professional net income (less loss) 680
Business or professional net income (less loss) amount $4,951,000
Number of returns with net capital gain (less loss) 300
Net capital gain (less loss) amount $525,000
Number of returns with taxable individual retirement arrangements distributions 220
Taxable individual retirement arrangements distributions amount $1,864,000
Number of returns with taxable pensions and annuities 1,030
Taxable pensions and annuities amount $17,586,000
Number of farm returns 60
Number of returns with unemployment compensation 130
Unemployment compensation amount [7] $498,000
Number of returns with taxable Social Security benefits 660
Taxable Social Security benefits amount $4,081,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $866,000
Number of returns with total statutory adjustments 1,600
Total statutory adjustments amount $2,619,000
Number of returns with educator expenses 140
Educator expenses amount $34,000
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 $206,000
Number of returns with IRA payments 80
IRA payments amount $199,000
Number of returns with student loan interest deduction 890
Student loan interest deduction amount $868,000
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 770
Total itemized deductions amount $11,904,000
Amount of AGI for itemized returns $30,007,000
Number of returns with State and local income taxes 110
State and local income taxes amount $188,000
Number of returns with State and local general sales tax 430
State and local general sales tax amount $665,000
Number of returns with real estate taxes 610
Real estate taxes amount $1,585,000
Number of returns with taxes paid 730
Taxes paid amount $2,570,000
Number of returns with mortgage interest paid 590
Mortgage interest paid amount $3,437,000
Number of returns with contributions 490
Contributions amount $1,880,000
Number of returns with taxable income 6,750
Taxable income amount $128,717,000
Number of returns with income tax before credits 6,740
Income tax before credits amount $15,786,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 3,240
Total tax credits amount $2,935,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $7,000
Number of returns with child and dependent care credit 490
Child and dependent care credit amount $288,000
Number of returns with nonrefundable education credit 590
Nonrefundable education credit amount $576,000
Number of returns with retirement savings contribution credit 1,290
Retirement savings contribution credit amount $227,000
Number of returns with child tax credit 1,950
Child tax credit amount $1,806,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $15,000
Number of returns with self-employment tax 460
Self-employment tax amount $1,101,000
Number of returns with total tax payments 6,910
Total tax payments amount $32,792,000
Number of returns with earned income credit 2,200
Earned income credit amount [8] $4,767,000
Number of returns with excess earned income credit 1,860
Excess earned income credit (refundable) amount [9] $4,172,000
Number of returns with additional child tax credit 1,640
Additional child tax credit amount $2,435,000
Number of returns with refundable education credit 410
Refundable education credit amount $343,000
Number of returns with income tax 5,190
Income tax amount [10] $12,851,000
Number of returns with tax liability 5,480
Total tax liability amount [11] $14,268,000
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] $1,306,000
Number of returns with overpayments refunded 6,240
Overpayments refunded amount [13] $19,765,000
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 3,660
Number of single returns 1,010
Number of joint returns 2,110
Number of head of household returns 430
Number of returns with paid preparer's signature 1,440
Number of exemptions 8,840
Number of dependents 3,070
Total number of volunteer prepared returns [5] 220
Number of volunteer income tax assistance (VITA) prepared returns [3] 200
Number of tax counseling for the elderly (TCE) prepared returns [3] 30
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 740
Number of elderly returns [4] 550
Adjust gross income (AGI) [5] $223,923,000
Number of returns with total income 3,660
Salaries and wages amount $226,353,000
Number of returns with salaries and wages 3,370
Salaries and wages amount $190,331
Number of returns with taxable interest 820
Taxable interest amount $488
Number of returns with ordinary dividends 400
Ordinary dividends amount $650,000
Number of returns with qualified dividends 370
Qualified dividends amount [6] $461
Number of returns with state and local income tax refunds 80
State and local income tax refunds amount $52
Number of returns with business or professional net income (less loss) 490
Business or professional net income (less loss) amount $5,029,000
Number of returns with net capital gain (less loss) 340
Net capital gain (less loss) amount $930,000
Number of returns with taxable individual retirement arrangements distributions 210
Taxable individual retirement arrangements distributions amount $2,569,000
Number of returns with taxable pensions and annuities 850
Taxable pensions and annuities amount $18,751,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $289,000
Number of returns with taxable Social Security benefits 460
Taxable Social Security benefits amount $6,362,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $1,183,000
Number of returns with total statutory adjustments 1,220
Total statutory adjustments amount $2,430,000
Number of returns with educator expenses 120
Educator expenses amount $31,000
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 $237,000
Number of returns with IRA payments 60
IRA payments amount $229,000
Number of returns with student loan interest deduction 710
Student loan interest deduction amount $803,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $63,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 810
Total itemized deductions amount $13,627,000
Amount of AGI for itemized returns $49,983,000
Number of returns with State and local income taxes 130
State and local income taxes amount $375,000
Number of returns with State and local general sales tax 490
State and local general sales tax amount $965,000
Number of returns with real estate taxes 680
Real estate taxes amount $1,396,000
Number of returns with taxes paid 790
Taxes paid amount $2,847,000
Number of returns with mortgage interest paid 660
Mortgage interest paid amount $4,020,000
Number of returns with contributions 540
Contributions amount $2,522,000
Number of returns with taxable income 3,650
Taxable income amount $143,875,000
Number of returns with income tax before credits 3,650
Income tax before credits amount $19,846,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,850
Total tax credits amount $2,896,000
Number of returns with foreign tax credit 100
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 360
Child and dependent care credit amount $215,000
Number of returns with nonrefundable education credit 390
Nonrefundable education credit amount $430,000
Number of returns with retirement savings contribution credit 440
Retirement savings contribution credit amount $66,000
Number of returns with child tax credit 1,390
Child tax credit amount $2,126,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $26,000
Number of returns with self-employment tax 330
Self-employment tax amount $972,000
Number of returns with total tax payments 3,620
Total tax payments amount $25,615,000
Number of returns with earned income credit 50
Earned income credit amount [8] $16,000
Number of returns with excess earned income credit 40
Excess earned income credit (refundable) amount [9] $12,000
Number of returns with additional child tax credit 250
Additional child tax credit amount $354,000
Number of returns with refundable education credit 240
Refundable education credit amount $193,000
Number of returns with income tax 3,410
Income tax amount [10] $16,950,000
Number of returns with tax liability 3,460
Total tax liability amount [11] $18,145,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 710
Tax due at time of filing amount [12] $1,797,000
Number of returns with overpayments refunded 2,910
Overpayments refunded amount [13] $9,070,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $148,000

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

Number of returns 1,930
Number of single returns 260
Number of joint returns 1,530
Number of head of household returns 110
Number of returns with paid preparer's signature 800
Number of exemptions 5,170
Number of dependents 1,710
Total number of volunteer prepared returns [5] 70
Number of volunteer income tax assistance (VITA) prepared returns [3] 70
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] 330
Number of elderly returns [4] 360
Adjust gross income (AGI) [5] $166,323,000
Number of returns with total income 1,930
Salaries and wages amount $168,115,000
Number of returns with salaries and wages 1,770
Salaries and wages amount $134,077
Number of returns with taxable interest 620
Taxable interest amount $389
Number of returns with ordinary dividends 310
Ordinary dividends amount $702,000
Number of returns with qualified dividends 290
Qualified dividends amount [6] $512
Number of returns with state and local income tax refunds 40
State and local income tax refunds amount $32
Number of returns with business or professional net income (less loss) 280
Business or professional net income (less loss) amount $4,693,000
Number of returns with net capital gain (less loss) 270
Net capital gain (less loss) amount $1,561,000
Number of returns with taxable individual retirement arrangements distributions 140
Taxable individual retirement arrangements distributions amount $2,153,000
Number of returns with taxable pensions and annuities 650
Taxable pensions and annuities amount $17,691,000
Number of farm returns 20
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $176,000
Number of returns with taxable Social Security benefits 300
Taxable Social Security benefits amount $5,394,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $1,240,000
Number of returns with total statutory adjustments 690
Total statutory adjustments amount $1,792,000
Number of returns with educator expenses 110
Educator expenses amount $29,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $209,000
Number of returns with IRA payments 40
IRA payments amount $155,000
Number of returns with student loan interest deduction 380
Student loan interest deduction amount $490,000
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 550
Total itemized deductions amount $10,900,000
Amount of AGI for itemized returns $47,596,000
Number of returns with State and local income taxes 90
State and local income taxes amount $300,000
Number of returns with State and local general sales tax 350
State and local general sales tax amount $781,000
Number of returns with real estate taxes 500
Real estate taxes amount $1,096,000
Number of returns with taxes paid 550
Taxes paid amount $2,247,000
Number of returns with mortgage interest paid 470
Mortgage interest paid amount $3,377,000
Number of returns with contributions 420
Contributions amount $2,577,000
Number of returns with taxable income 1,930
Taxable income amount $118,034,000
Number of returns with income tax before credits 1,920
Income tax before credits amount $16,966,000
Number of returns with alternative minimum tax 20
Alternative minimum tax amount $83,000
Number of returns with total tax credits 920
Total tax credits amount $1,722,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 240
Child and dependent care credit amount $160,000
Number of returns with nonrefundable education credit 230
Nonrefundable education credit amount $276,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 720
Child tax credit amount $1,232,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $13,000
Number of returns with self-employment tax 230
Self-employment tax amount $865,000
Number of returns with total tax payments 1,900
Total tax payments amount $19,596,000
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 160
Refundable education credit amount $137,000
Number of returns with income tax 1,910
Income tax amount [10] $15,243,000
Number of returns with tax liability 1,910
Total tax liability amount [11] $16,307,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 480
Tax due at time of filing amount [12] $1,586,000
Number of returns with overpayments refunded 1,430
Overpayments refunded amount [13] $4,745,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 1,710
Number of single returns 140
Number of joint returns 1,520
Number of head of household returns 50
Number of returns with paid preparer's signature 830
Number of exemptions 4,740
Number of dependents 1,520
Total number of volunteer prepared returns [5] 60
Number of volunteer income tax assistance (VITA) prepared returns [3] 60
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] 400
Adjust gross income (AGI) [5] $219,966,000
Number of returns with total income 1,710
Salaries and wages amount $222,690,000
Number of returns with salaries and wages 1,570
Salaries and wages amount $166,903
Number of returns with taxable interest 760
Taxable interest amount $881
Number of returns with ordinary dividends 410
Ordinary dividends amount $1,760,000
Number of returns with qualified dividends 390
Qualified dividends amount [6] $1,285
Number of returns with state and local income tax refunds 120
State and local income tax refunds amount $127
Number of returns with business or professional net income (less loss) 300
Business or professional net income (less loss) amount $8,496,000
Number of returns with net capital gain (less loss) 380
Net capital gain (less loss) amount $4,024,000
Number of returns with taxable individual retirement arrangements distributions 200
Taxable individual retirement arrangements distributions amount $4,315,000
Number of returns with taxable pensions and annuities 720
Taxable pensions and annuities amount $25,402,000
Number of farm returns 50
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $180,000
Number of returns with taxable Social Security benefits 280
Taxable Social Security benefits amount $6,351,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $3,770,000
Number of returns with total statutory adjustments 700
Total statutory adjustments amount $2,724,000
Number of returns with educator expenses 150
Educator expenses amount $40,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $508,000
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $361,000
Number of returns with IRA payments 60
IRA payments amount $345,000
Number of returns with student loan interest deduction 320
Student loan interest deduction amount $397,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $71,000
Returns with domestic production activities deduction 50
Domestic production activities deduction amount $417,000
Number of returns with itemized deductions 770
Total itemized deductions amount $17,976,000
Amount of AGI for itemized returns $101,041,000
Number of returns with State and local income taxes 170
State and local income taxes amount $1,234,000
Number of returns with State and local general sales tax 510
State and local general sales tax amount $1,550,000
Number of returns with real estate taxes 710
Real estate taxes amount $1,956,000
Number of returns with taxes paid 760
Taxes paid amount $4,867,000
Number of returns with mortgage interest paid 660
Mortgage interest paid amount $5,338,000
Number of returns with contributions 630
Contributions amount $4,454,000
Number of returns with taxable income 1,710
Taxable income amount $171,399,000
Number of returns with income tax before credits 1,710
Income tax before credits amount $28,985,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 760
Total tax credits amount $1,158,000
Number of returns with foreign tax credit 120
Foreign tax credit amount $42,000
Number of returns with child and dependent care credit 220
Child and dependent care credit amount $144,000
Number of returns with nonrefundable education credit 180
Nonrefundable education credit amount $228,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 460
Child tax credit amount $600,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $8,000
Number of returns with self-employment tax 230
Self-employment tax amount $1,484,000
Number of returns with total tax payments 1,690
Total tax payments amount $30,148,000
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 150
Refundable education credit amount $126,000
Number of returns with income tax 1,700
Income tax amount [10] $27,827,000
Number of returns with tax liability 1,710
Total tax liability amount [11] $29,662,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 650
Tax due at time of filing amount [12] $3,647,000
Number of returns with overpayments refunded 1,020
Overpayments refunded amount [13] $3,847,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $229,000

Adjusted Gross Income: $200,000 or more

Number of returns 180
Number of single returns 30
Number of joint returns 150
Number of head of household returns 0
Number of returns with paid preparer's signature 150
Number of exemptions 490
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] 0
Number of elderly returns [4] 60
Adjust gross income (AGI) [5] $90,495,000
Number of returns with total income 180
Salaries and wages amount $92,923,000
Number of returns with salaries and wages 140
Salaries and wages amount $42,927
Number of returns with taxable interest 140
Taxable interest amount $927
Number of returns with ordinary dividends 90
Ordinary dividends amount $1,266,000
Number of returns with qualified dividends 90
Qualified dividends amount [6] $1,023
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) 70
Business or professional net income (less loss) amount $8,459,000
Number of returns with net capital gain (less loss) 100
Net capital gain (less loss) amount $5,930,000
Number of returns with taxable individual retirement arrangements distributions 20
Taxable individual retirement arrangements distributions amount $917,000
Number of returns with taxable pensions and annuities 60
Taxable pensions and annuities amount $4,128,000
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 40
Taxable Social Security benefits amount $918,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $18,470,000
Number of returns with total statutory adjustments 100
Total statutory adjustments amount $2,428,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $761,000
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $369,000
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 120
Total itemized deductions amount $3,931,000
Amount of AGI for itemized returns $51,722,000
Number of returns with State and local income taxes 30
State and local income taxes amount $411,000
Number of returns with State and local general sales tax 90
State and local general sales tax amount $372,000
Number of returns with real estate taxes 110
Real estate taxes amount $539,000
Number of returns with taxes paid 120
Taxes paid amount $1,329,000
Number of returns with mortgage interest paid 90
Mortgage interest paid amount $942,000
Number of returns with contributions 110
Contributions amount $1,767,000
Number of returns with taxable income 180
Taxable income amount $84,330,000
Number of returns with income tax before credits 180
Income tax before credits amount $24,391,000
Number of returns with alternative minimum tax 30
Alternative minimum tax amount $85,000
Number of returns with total tax credits 70
Total tax credits amount $201,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $13,000
Number of returns with child and dependent care credit 20
Child and dependent care credit amount $13,000
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 70
Self-employment tax amount $1,354,000
Number of returns with total tax payments 180
Total tax payments amount $23,818,000
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 180
Income tax amount [10] $24,190,000
Number of returns with tax liability 180
Total tax liability amount [11] $26,091,000
Number of returns with net investment income tax 90
Net investment income tax $196,000
Number of returns with tax due at time of filing 110
Tax due at time of filing amount [12] $4,716,000
Number of returns with overpayments refunded 40
Overpayments refunded amount [13] $746,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $1,647,000

[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.