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ZIP Code Database - Facts & Stats

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ZIP Code 37076 Income Tax Stats

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

ZIP Code 37076 Data

Zip Code:37076
City:Hermitage
State:TN [Tennessee]
Counties: DAVIDSON, TN
City Alias(es):Hermitage
Area Code:615
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


37076 Income Tax Overview

Total Number of Tax Returns for ZIP Code 37076 [1] 20,040
Total Number of Single Tax Returns for ZIP Code 37076 5,720
Total Number of Joint Tax Returns for ZIP Code 37076 5,990
Total Number of Dependents for ZIP Code 37076 9,200
Total Adjusted Gross Income for ZIP Code 37076 $1,092,057,000
Average Income per Person for ZIP Code 37076 $30,998
Average Income per Household for ZIP Code 37076 $54,494

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 6,430
Number of single returns 4,570
Number of joint returns 550
Number of head of household returns 1,190
Number of returns with paid preparer's signature 2,330
Number of exemptions 8,600
Number of dependents 2,600
Total number of volunteer prepared returns [5] 180
Number of volunteer income tax assistance (VITA) prepared returns [3] 90
Number of tax counseling for the elderly (TCE) prepared returns [3] 90
Number of volunteer prepared returns with Earned Income Credit 40
Number of refund anticipation check returns [3] 1,150
Number of elderly returns [4] 1,120
Adjust gross income (AGI) [5] $83,880,000
Number of returns with total income 6,430
Salaries and wages amount $85,581,000
Number of returns with salaries and wages 5,120
Salaries and wages amount $66,755
Number of returns with taxable interest 650
Taxable interest amount $418
Number of returns with ordinary dividends 350
Ordinary dividends amount $532,000
Number of returns with qualified dividends 320
Qualified dividends amount [6] $337
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) 1,250
Business or professional net income (less loss) amount $7,732,000
Number of returns with net capital gain (less loss) 290
Net capital gain (less loss) amount $289,000
Number of returns with taxable individual retirement arrangements distributions 370
Taxable individual retirement arrangements distributions amount $2,403,000
Number of returns with taxable pensions and annuities 710
Taxable pensions and annuities amount $6,133,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $209,000
Number of returns with taxable Social Security benefits 320
Taxable Social Security benefits amount $667,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $135,000
Number of returns with total statutory adjustments 1,350
Total statutory adjustments amount $1,701,000
Number of returns with educator expenses 20
Educator expenses amount $4,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 90
Self-employment health insurance deduction amount $258,000
Number of returns with IRA payments 20
IRA payments amount $68,000
Number of returns with student loan interest deduction 290
Student loan interest deduction amount $258,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $122,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 370
Total itemized deductions amount $5,220,000
Amount of AGI for itemized returns $5,430,000
Number of returns with State and local income taxes 20
State and local income taxes amount $16,000
Number of returns with State and local general sales tax 240
State and local general sales tax amount $258,000
Number of returns with real estate taxes 250
Real estate taxes amount $390,000
Number of returns with taxes paid 330
Taxes paid amount $690,000
Number of returns with mortgage interest paid 200
Mortgage interest paid amount $1,083,000
Number of returns with contributions 230
Contributions amount $608,000
Number of returns with taxable income 3,110
Taxable income amount $19,449,000
Number of returns with income tax before credits 3,110
Income tax before credits amount $2,070,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 800
Total tax credits amount $267,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $0
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $22,000
Number of returns with nonrefundable education credit 230
Nonrefundable education credit amount $133,000
Number of returns with retirement savings contribution credit 310
Retirement savings contribution credit amount $43,000
Number of returns with child tax credit 230
Child tax credit amount $66,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 1,010
Self-employment tax amount $1,376,000
Number of returns with total tax payments 5,910
Total tax payments amount $13,471,000
Number of returns with earned income credit 2,170
Earned income credit amount [8] $5,342,000
Number of returns with excess earned income credit 1,860
Excess earned income credit (refundable) amount [9] $4,677,000
Number of returns with additional child tax credit 1,270
Additional child tax credit amount $1,581,000
Number of returns with refundable education credit 300
Refundable education credit amount $261,000
Number of returns with income tax 2,620
Income tax amount [10] $1,802,000
Number of returns with tax liability 3,440
Total tax liability amount [11] $3,303,000
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] $721,000
Number of returns with overpayments refunded 5,430
Overpayments refunded amount [13] $10,819,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $43,000

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

Number of returns 5,840
Number of single returns 3,640
Number of joint returns 950
Number of head of household returns 1,030
Number of returns with paid preparer's signature 1,970
Number of exemptions 9,410
Number of dependents 2,640
Total number of volunteer prepared returns [5] 160
Number of volunteer income tax assistance (VITA) prepared returns [3] 100
Number of tax counseling for the elderly (TCE) prepared returns [3] 60
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 1,100
Number of elderly returns [4] 920
Adjust gross income (AGI) [5] $213,707,000
Number of returns with total income 5,840
Salaries and wages amount $216,457,000
Number of returns with salaries and wages 5,230
Salaries and wages amount $184,760
Number of returns with taxable interest 760
Taxable interest amount $359
Number of returns with ordinary dividends 440
Ordinary dividends amount $1,047,000
Number of returns with qualified dividends 390
Qualified dividends amount [6] $661
Number of returns with state and local income tax refunds 30
State and local income tax refunds amount $21
Number of returns with business or professional net income (less loss) 800
Business or professional net income (less loss) amount $7,339,000
Number of returns with net capital gain (less loss) 360
Net capital gain (less loss) amount $750,000
Number of returns with taxable individual retirement arrangements distributions 340
Taxable individual retirement arrangements distributions amount $3,402,000
Number of returns with taxable pensions and annuities 820
Taxable pensions and annuities amount $12,005,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $274,000
Number of returns with taxable Social Security benefits 670
Taxable Social Security benefits amount $5,011,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $485,000
Number of returns with total statutory adjustments 1,590
Total statutory adjustments amount $2,750,000
Number of returns with educator expenses 80
Educator expenses amount $19,000
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $165,000
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $324,000
Number of returns with IRA payments 70
IRA payments amount $193,000
Number of returns with student loan interest deduction 910
Student loan interest deduction amount $974,000
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 $11,998,000
Amount of AGI for itemized returns $30,804,000
Number of returns with State and local income taxes 50
State and local income taxes amount $68,000
Number of returns with State and local general sales tax 520
State and local general sales tax amount $727,000
Number of returns with real estate taxes 560
Real estate taxes amount $1,121,000
Number of returns with taxes paid 730
Taxes paid amount $2,003,000
Number of returns with mortgage interest paid 510
Mortgage interest paid amount $3,009,000
Number of returns with contributions 550
Contributions amount $2,120,000
Number of returns with taxable income 5,710
Taxable income amount $124,093,000
Number of returns with income tax before credits 5,700
Income tax before credits amount $15,722,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,970
Total tax credits amount $1,701,000
Number of returns with foreign tax credit 110
Foreign tax credit amount $14,000
Number of returns with child and dependent care credit 250
Child and dependent care credit amount $150,000
Number of returns with nonrefundable education credit 390
Nonrefundable education credit amount $456,000
Number of returns with retirement savings contribution credit 750
Retirement savings contribution credit amount $114,000
Number of returns with child tax credit 1,040
Child tax credit amount $952,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $13,000
Number of returns with self-employment tax 580
Self-employment tax amount $1,405,000
Number of returns with total tax payments 5,700
Total tax payments amount $24,785,000
Number of returns with earned income credit 1,000
Earned income credit amount [8] $1,999,000
Number of returns with excess earned income credit 790
Excess earned income credit (refundable) amount [9] $1,626,000
Number of returns with additional child tax credit 700
Additional child tax credit amount $985,000
Number of returns with refundable education credit 230
Refundable education credit amount $209,000
Number of returns with income tax 5,020
Income tax amount [10] $14,021,000
Number of returns with tax liability 5,200
Total tax liability amount [11] $15,664,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 970
Tax due at time of filing amount [12] $1,738,000
Number of returns with overpayments refunded 4,820
Overpayments refunded amount [13] $10,768,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $32,000

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

Number of returns 3,290
Number of single returns 1,630
Number of joint returns 1,240
Number of head of household returns 320
Number of returns with paid preparer's signature 1,320
Number of exemptions 6,030
Number of dependents 1,500
Total number of volunteer prepared returns [5] 30
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
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] 470
Number of elderly returns [4] 760
Adjust gross income (AGI) [5] $201,284,000
Number of returns with total income 3,290
Salaries and wages amount $203,748,000
Number of returns with salaries and wages 2,890
Salaries and wages amount $164,984
Number of returns with taxable interest 790
Taxable interest amount $483
Number of returns with ordinary dividends 480
Ordinary dividends amount $1,112,000
Number of returns with qualified dividends 440
Qualified dividends amount [6] $733
Number of returns with state and local income tax refunds 30
State and local income tax refunds amount $25
Number of returns with business or professional net income (less loss) 570
Business or professional net income (less loss) amount $6,563,000
Number of returns with net capital gain (less loss) 390
Net capital gain (less loss) amount $1,117,000
Number of returns with taxable individual retirement arrangements distributions 350
Taxable individual retirement arrangements distributions amount $4,140,000
Number of returns with taxable pensions and annuities 630
Taxable pensions and annuities amount $14,225,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $190,000
Number of returns with taxable Social Security benefits 560
Taxable Social Security benefits amount $9,024,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $1,128,000
Number of returns with total statutory adjustments 1,120
Total statutory adjustments amount $2,464,000
Number of returns with educator expenses 80
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 80
Self-employment health insurance deduction amount $337,000
Number of returns with IRA payments 60
IRA payments amount $212,000
Number of returns with student loan interest deduction 640
Student loan interest deduction amount $753,000
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 990
Total itemized deductions amount $15,242,000
Amount of AGI for itemized returns $60,921,000
Number of returns with State and local income taxes 60
State and local income taxes amount $130,000
Number of returns with State and local general sales tax 660
State and local general sales tax amount $1,112,000
Number of returns with real estate taxes 820
Real estate taxes amount $1,385,000
Number of returns with taxes paid 960
Taxes paid amount $2,734,000
Number of returns with mortgage interest paid 770
Mortgage interest paid amount $4,804,000
Number of returns with contributions 740
Contributions amount $2,857,000
Number of returns with taxable income 3,270
Taxable income amount $139,710,000
Number of returns with income tax before credits 3,270
Income tax before credits amount $20,417,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,030
Total tax credits amount $1,406,000
Number of returns with foreign tax credit 130
Foreign tax credit amount $12,000
Number of returns with child and dependent care credit 170
Child and dependent care credit amount $94,000
Number of returns with nonrefundable education credit 210
Nonrefundable education credit amount $259,000
Number of returns with retirement savings contribution credit 210
Retirement savings contribution credit amount $34,000
Number of returns with child tax credit 650
Child tax credit amount $979,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $12,000
Number of returns with self-employment tax 400
Self-employment tax amount $1,234,000
Number of returns with total tax payments 3,240
Total tax payments amount $24,730,000
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 100
Additional child tax credit amount $135,000
Number of returns with refundable education credit 130
Refundable education credit amount $112,000
Number of returns with income tax 3,180
Income tax amount [10] $19,011,000
Number of returns with tax liability 3,220
Total tax liability amount [11] $20,411,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 770
Tax due at time of filing amount [12] $2,044,000
Number of returns with overpayments refunded 2,470
Overpayments refunded amount [13] $6,199,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $103,000

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

Number of returns 1,830
Number of single returns 600
Number of joint returns 1,100
Number of head of household returns 100
Number of returns with paid preparer's signature 790
Number of exemptions 3,830
Number of dependents 900
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] 220
Number of elderly returns [4] 490
Adjust gross income (AGI) [5] $158,110,000
Number of returns with total income 1,830
Salaries and wages amount $159,747,000
Number of returns with salaries and wages 1,640
Salaries and wages amount $127,358
Number of returns with taxable interest 560
Taxable interest amount $540
Number of returns with ordinary dividends 360
Ordinary dividends amount $1,008,000
Number of returns with qualified dividends 330
Qualified dividends amount [6] $680
Number of returns with state and local income tax refunds 30
State and local income tax refunds amount $25
Number of returns with business or professional net income (less loss) 350
Business or professional net income (less loss) amount $4,298,000
Number of returns with net capital gain (less loss) 310
Net capital gain (less loss) amount $1,337,000
Number of returns with taxable individual retirement arrangements distributions 250
Taxable individual retirement arrangements distributions amount $4,235,000
Number of returns with taxable pensions and annuities 450
Taxable pensions and annuities amount $11,666,000
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 $7,612,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $598,000
Number of returns with total statutory adjustments 610
Total statutory adjustments amount $1,637,000
Number of returns with educator expenses 50
Educator expenses amount $13,000
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 50
IRA payments amount $215,000
Number of returns with student loan interest deduction 300
Student loan interest deduction amount $372,000
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 710
Total itemized deductions amount $13,289,000
Amount of AGI for itemized returns $62,055,000
Number of returns with State and local income taxes 40
State and local income taxes amount $130,000
Number of returns with State and local general sales tax 520
State and local general sales tax amount $1,073,000
Number of returns with real estate taxes 630
Real estate taxes amount $1,245,000
Number of returns with taxes paid 700
Taxes paid amount $2,501,000
Number of returns with mortgage interest paid 590
Mortgage interest paid amount $4,033,000
Number of returns with contributions 560
Contributions amount $2,939,000
Number of returns with taxable income 1,830
Taxable income amount $116,989,000
Number of returns with income tax before credits 1,830
Income tax before credits amount $18,150,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 580
Total tax credits amount $899,000
Number of returns with foreign tax credit 100
Foreign tax credit amount $7,000
Number of returns with child and dependent care credit 130
Child and dependent care credit amount $77,000
Number of returns with nonrefundable education credit 120
Nonrefundable education credit amount $165,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 380
Child tax credit amount $597,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $21,000
Number of returns with self-employment tax 260
Self-employment tax amount $799,000
Number of returns with total tax payments 1,820
Total tax payments amount $20,513,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 60
Refundable education credit amount $57,000
Number of returns with income tax 1,820
Income tax amount [10] $17,252,000
Number of returns with tax liability 1,820
Total tax liability amount [11] $18,234,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 500
Tax due at time of filing amount [12] $1,500,000
Number of returns with overpayments refunded 1,310
Overpayments refunded amount [13] $3,691,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $71,000

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

Number of returns 2,260
Number of single returns 350
Number of joint returns 1,820
Number of head of household returns 60
Number of returns with paid preparer's signature 1,060
Number of exemptions 5,400
Number of dependents 1,320
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] 620
Adjust gross income (AGI) [5] $296,704,000
Number of returns with total income 2,260
Salaries and wages amount $300,107,000
Number of returns with salaries and wages 2,070
Salaries and wages amount $236,219
Number of returns with taxable interest 950
Taxable interest amount $902
Number of returns with ordinary dividends 650
Ordinary dividends amount $2,479,000
Number of returns with qualified dividends 600
Qualified dividends amount [6] $1,834
Number of returns with state and local income tax refunds 80
State and local income tax refunds amount $75
Number of returns with business or professional net income (less loss) 490
Business or professional net income (less loss) amount $10,729,000
Number of returns with net capital gain (less loss) 600
Net capital gain (less loss) amount $6,404,000
Number of returns with taxable individual retirement arrangements distributions 320
Taxable individual retirement arrangements distributions amount $6,603,000
Number of returns with taxable pensions and annuities 580
Taxable pensions and annuities amount $20,998,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $116,000
Number of returns with taxable Social Security benefits 430
Taxable Social Security benefits amount $10,427,000
Number of returns with partnership/S-corp net income (less loss) 130
Partnership/S-corp net income (less loss) amount $3,246,000
Number of returns with total statutory adjustments 880
Total statutory adjustments amount $3,403,000
Number of returns with educator expenses 110
Educator expenses amount $28,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $328,000
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $504,000
Number of returns with IRA payments 70
IRA payments amount $418,000
Number of returns with student loan interest deduction 380
Student loan interest deduction amount $502,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $79,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,110
Total itemized deductions amount $23,812,000
Amount of AGI for itemized returns $150,141,000
Number of returns with State and local income taxes 90
State and local income taxes amount $486,000
Number of returns with State and local general sales tax 820
State and local general sales tax amount $2,291,000
Number of returns with real estate taxes 1,040
Real estate taxes amount $2,458,000
Number of returns with taxes paid 1,100
Taxes paid amount $5,333,000
Number of returns with mortgage interest paid 960
Mortgage interest paid amount $7,815,000
Number of returns with contributions 960
Contributions amount $6,470,000
Number of returns with taxable income 2,260
Taxable income amount $236,960,000
Number of returns with income tax before credits 2,260
Income tax before credits amount $41,570,000
Number of returns with alternative minimum tax 30
Alternative minimum tax amount $60,000
Number of returns with total tax credits 760
Total tax credits amount $978,000
Number of returns with foreign tax credit 200
Foreign tax credit amount $53,000
Number of returns with child and dependent care credit 210
Child and dependent care credit amount $131,000
Number of returns with nonrefundable education credit 150
Nonrefundable education credit amount $209,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 360
Child tax credit amount $469,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $37,000
Number of returns with self-employment tax 390
Self-employment tax amount $1,845,000
Number of returns with total tax payments 2,240
Total tax payments amount $43,593,000
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 130
Refundable education credit amount $122,000
Number of returns with income tax 2,250
Income tax amount [10] $40,592,000
Number of returns with tax liability 2,250
Total tax liability amount [11] $42,832,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 900
Tax due at time of filing amount [12] $4,015,000
Number of returns with overpayments refunded 1,300
Overpayments refunded amount [13] $4,458,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $383,000

Adjusted Gross Income: $200,000 or more

Number of returns 390
Number of single returns 60
Number of joint returns 330
Number of head of household returns 0
Number of returns with paid preparer's signature 250
Number of exemptions 960
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] 130
Adjust gross income (AGI) [5] $138,372,000
Number of returns with total income 390
Salaries and wages amount $141,972,000
Number of returns with salaries and wages 340
Salaries and wages amount $78,945
Number of returns with taxable interest 270
Taxable interest amount $1,140
Number of returns with ordinary dividends 200
Ordinary dividends amount $2,069,000
Number of returns with qualified dividends 180
Qualified dividends amount [6] $1,603
Number of returns with state and local income tax refunds 30
State and local income tax refunds amount $90
Number of returns with business or professional net income (less loss) 120
Business or professional net income (less loss) amount $10,648,000
Number of returns with net capital gain (less loss) 200
Net capital gain (less loss) amount $12,286,000
Number of returns with taxable individual retirement arrangements distributions 70
Taxable individual retirement arrangements distributions amount $3,207,000
Number of returns with taxable pensions and annuities 100
Taxable pensions and annuities amount $5,523,000
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 70
Taxable Social Security benefits amount $1,701,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $17,771,000
Number of returns with total statutory adjustments 150
Total statutory adjustments amount $3,600,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $873,000
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $409,000
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 280
Total itemized deductions amount $8,368,000
Amount of AGI for itemized returns $87,337,000
Number of returns with State and local income taxes 60
State and local income taxes amount $914,000
Number of returns with State and local general sales tax 200
State and local general sales tax amount $746,000
Number of returns with real estate taxes 260
Real estate taxes amount $900,000
Number of returns with taxes paid 280
Taxes paid amount $2,595,000
Number of returns with mortgage interest paid 220
Mortgage interest paid amount $2,162,000
Number of returns with contributions 250
Contributions amount $3,142,000
Number of returns with taxable income 390
Taxable income amount $125,561,000
Number of returns with income tax before credits 390
Income tax before credits amount $32,970,000
Number of returns with alternative minimum tax 60
Alternative minimum tax amount $201,000
Number of returns with total tax credits 130
Total tax credits amount $3,085,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $2,738,000
Number of returns with child and dependent care credit 20
Child and dependent care credit amount $15,000
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 110
Self-employment tax amount $1,580,000
Number of returns with total tax payments 390
Total tax payments amount $29,483,000
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 390
Income tax amount [10] $29,885,000
Number of returns with tax liability 390
Total tax liability amount [11] $32,128,000
Number of returns with net investment income tax 170
Net investment income tax $275,000
Number of returns with tax due at time of filing 210
Tax due at time of filing amount [12] $5,367,000
Number of returns with overpayments refunded 150
Overpayments refunded amount [13] $1,518,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $1,167,000

[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.