Zip Code Database List
1-800-425-1169
Account Login
Find ZIP+4 of Address

Find the ZIP Code, County, and +4 of any U.S. Address

FREE ZIP Code Finder

Find info on any U.S. ZIP Code

Other FREE Lookups

Lookup ZIP Code of any City, State, County or Area Code

FREE Radius Search

Find all ZIP Codes

FREE Distance Calc

Calculate the distance between two U.S. or Canadian ZIP codes.






ZIP Code Database - Facts & Stats

Share |

ZIP Code 37303 Income Tax Stats

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

ZIP Code 37303 Data

Zip Code:37303
City:Athens
State:TN [Tennessee]
Counties: MCMINN, TN
City Alias(es):Athens
Area Code:423
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


37303 Income Tax Overview

Total Number of Tax Returns for ZIP Code 37303 [1] 10,430
Total Number of Single Tax Returns for ZIP Code 37303 4,100
Total Number of Joint Tax Returns for ZIP Code 37303 4,250
Total Number of Dependents for ZIP Code 37303 6,590
Total Adjusted Gross Income for ZIP Code 37303 $488,342,000
Average Income per Person for ZIP Code 37303 $19,180
Average Income per Household for ZIP Code 37303 $46,821

The following tables break down the 2017 Income Tax Statistics into different Gross Income levels.


Adjusted Gross Income: 1 under $25,000

Number of returns 4,290
Number of single returns 2,690
Number of joint returns 710
Number of head of household returns 790
Number of returns with paid preparer's signature 1,950
Number of exemptions 6,410
Number of dependents 1,990
Total number of volunteer prepared returns [5] 120
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 120
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 850
Number of elderly returns [4] 900
Adjust gross income (AGI) [5] $52,965,000
Number of returns with total income 4,290
Salaries and wages amount $53,810,000
Number of returns with salaries and wages 3,400
Salaries and wages amount $40,611
Number of returns with taxable interest 480
Taxable interest amount $349
Number of returns with ordinary dividends 200
Ordinary dividends amount $286,000
Number of returns with qualified dividends 190
Qualified dividends amount [6] $201
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) 610
Business or professional net income (less loss) amount $4,833,000
Number of returns with net capital gain (less loss) 190
Net capital gain (less loss) amount $274,000
Number of returns with taxable individual retirement arrangements distributions 270
Taxable individual retirement arrangements distributions amount $1,590,000
Number of returns with taxable pensions and annuities 610
Taxable pensions and annuities amount $5,286,000
Number of farm returns 40
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $243,000
Number of returns with taxable Social Security benefits 220
Taxable Social Security benefits amount $413,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $37,000
Number of returns with total statutory adjustments 680
Total statutory adjustments amount $845,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $197,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 90
Student loan interest deduction amount $71,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $53,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 120
Total itemized deductions amount $1,961,000
Amount of AGI for itemized returns $1,778,000
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 90
State and local general sales tax amount $118,000
Number of returns with real estate taxes 80
Real estate taxes amount $99,000
Number of returns with taxes paid 110
Taxes paid amount $223,000
Number of returns with mortgage interest paid 50
Mortgage interest paid amount $293,000
Number of returns with contributions 80
Contributions amount $292,000
Number of returns with taxable income 1,680
Taxable income amount $9,746,000
Number of returns with income tax before credits 1,680
Income tax before credits amount $1,033,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 420
Total tax credits amount $116,000
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 $5,000
Number of returns with nonrefundable education credit 60
Nonrefundable education credit amount $31,000
Number of returns with retirement savings contribution credit 210
Retirement savings contribution credit amount $32,000
Number of returns with child tax credit 150
Child tax credit amount $48,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 550
Self-employment tax amount $813,000
Number of returns with total tax payments 3,960
Total tax payments amount $9,294,000
Number of returns with earned income credit 1,740
Earned income credit amount [8] $4,228,000
Number of returns with excess earned income credit 1,550
Excess earned income credit (refundable) amount [9] $3,705,000
Number of returns with additional child tax credit 960
Additional child tax credit amount $1,120,000
Number of returns with refundable education credit 120
Refundable education credit amount $99,000
Number of returns with income tax 1,430
Income tax amount [10] $916,000
Number of returns with tax liability 1,960
Total tax liability amount [11] $1,814,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 320
Tax due at time of filing amount [12] $296,000
Number of returns with overpayments refunded 3,750
Overpayments refunded amount [13] $7,742,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $56,000

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

Number of returns 2,760
Number of single returns 1,170
Number of joint returns 940
Number of head of household returns 530
Number of returns with paid preparer's signature 1,300
Number of exemptions 5,590
Number of dependents 1,890
Total number of volunteer prepared returns [5] 70
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
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] 530
Number of elderly returns [4] 590
Adjust gross income (AGI) [5] $99,462,000
Number of returns with total income 2,760
Salaries and wages amount $100,389,000
Number of returns with salaries and wages 2,420
Salaries and wages amount $82,584
Number of returns with taxable interest 430
Taxable interest amount $390
Number of returns with ordinary dividends 170
Ordinary dividends amount $341,000
Number of returns with qualified dividends 150
Qualified dividends amount [6] $231
Number of returns with state and local income tax refunds 20
State and local income tax refunds amount $17
Number of returns with business or professional net income (less loss) 270
Business or professional net income (less loss) amount $2,475,000
Number of returns with net capital gain (less loss) 170
Net capital gain (less loss) amount $507,000
Number of returns with taxable individual retirement arrangements distributions 230
Taxable individual retirement arrangements distributions amount $2,368,000
Number of returns with taxable pensions and annuities 500
Taxable pensions and annuities amount $8,255,000
Number of farm returns 60
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $157,000
Number of returns with taxable Social Security benefits 500
Taxable Social Security benefits amount $3,302,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $246,000
Number of returns with total statutory adjustments 460
Total statutory adjustments amount $927,000
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 40
Self-employment health insurance deduction amount $166,000
Number of returns with IRA payments 50
IRA payments amount $205,000
Number of returns with student loan interest deduction 180
Student loan interest deduction amount $167,000
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 200
Total itemized deductions amount $3,413,000
Amount of AGI for itemized returns $7,647,000
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 150
State and local general sales tax amount $230,000
Number of returns with real estate taxes 160
Real estate taxes amount $169,000
Number of returns with taxes paid 190
Taxes paid amount $439,000
Number of returns with mortgage interest paid 110
Mortgage interest paid amount $600,000
Number of returns with contributions 150
Contributions amount $696,000
Number of returns with taxable income 2,660
Taxable income amount $50,065,000
Number of returns with income tax before credits 2,650
Income tax before credits amount $6,118,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,120
Total tax credits amount $892,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $38,000
Number of returns with nonrefundable education credit 120
Nonrefundable education credit amount $124,000
Number of returns with retirement savings contribution credit 520
Retirement savings contribution credit amount $103,000
Number of returns with child tax credit 670
Child tax credit amount $618,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $15,000
Number of returns with self-employment tax 220
Self-employment tax amount $494,000
Number of returns with total tax payments 2,710
Total tax payments amount $12,284,000
Number of returns with earned income credit 730
Earned income credit amount [8] $1,566,000
Number of returns with excess earned income credit 610
Excess earned income credit (refundable) amount [9] $1,278,000
Number of returns with additional child tax credit 500
Additional child tax credit amount $737,000
Number of returns with refundable education credit 90
Refundable education credit amount $75,000
Number of returns with income tax 2,200
Income tax amount [10] $5,227,000
Number of returns with tax liability 2,320
Total tax liability amount [11] $5,871,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 320
Tax due at time of filing amount [12] $506,000
Number of returns with overpayments refunded 2,420
Overpayments refunded amount [13] $6,862,000
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 1,450
Number of single returns 380
Number of joint returns 910
Number of head of household returns 120
Number of returns with paid preparer's signature 770
Number of exemptions 3,410
Number of dependents 1,050
Total number of volunteer prepared returns [5] 40
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 40
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 200
Number of elderly returns [4] 410
Adjust gross income (AGI) [5] $88,432,000
Number of returns with total income 1,450
Salaries and wages amount $89,207,000
Number of returns with salaries and wages 1,240
Salaries and wages amount $69,053
Number of returns with taxable interest 380
Taxable interest amount $321
Number of returns with ordinary dividends 170
Ordinary dividends amount $567,000
Number of returns with qualified dividends 150
Qualified dividends amount [6] $388
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) 180
Business or professional net income (less loss) amount $2,050,000
Number of returns with net capital gain (less loss) 170
Net capital gain (less loss) amount $966,000
Number of returns with taxable individual retirement arrangements distributions 170
Taxable individual retirement arrangements distributions amount $2,387,000
Number of returns with taxable pensions and annuities 380
Taxable pensions and annuities amount $8,255,000
Number of farm returns 60
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $116,000
Number of returns with taxable Social Security benefits 340
Taxable Social Security benefits amount $5,321,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $369,000
Number of returns with total statutory adjustments 350
Total statutory adjustments amount $775,000
Number of returns with educator expenses 60
Educator expenses amount $15,000
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 $189,000
Number of returns with IRA payments 20
IRA payments amount $103,000
Number of returns with student loan interest deduction 140
Student loan interest deduction amount $146,000
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 250
Total itemized deductions amount $4,344,000
Amount of AGI for itemized returns $15,631,000
Number of returns with State and local income taxes 50
State and local income taxes amount $102,000
Number of returns with State and local general sales tax 200
State and local general sales tax amount $358,000
Number of returns with real estate taxes 200
Real estate taxes amount $268,000
Number of returns with taxes paid 250
Taxes paid amount $671,000
Number of returns with mortgage interest paid 160
Mortgage interest paid amount $907,000
Number of returns with contributions 190
Contributions amount $1,082,000
Number of returns with taxable income 1,440
Taxable income amount $57,049,000
Number of returns with income tax before credits 1,440
Income tax before credits amount $7,744,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 650
Total tax credits amount $928,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $30,000
Number of returns with nonrefundable education credit 100
Nonrefundable education credit amount $111,000
Number of returns with retirement savings contribution credit 210
Retirement savings contribution credit amount $35,000
Number of returns with child tax credit 450
Child tax credit amount $716,000
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 $430,000
Number of returns with total tax payments 1,420
Total tax payments amount $10,129,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 80
Additional child tax credit amount $105,000
Number of returns with refundable education credit 60
Refundable education credit amount $46,000
Number of returns with income tax 1,370
Income tax amount [10] $6,816,000
Number of returns with tax liability 1,390
Total tax liability amount [11] $7,342,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 270
Tax due at time of filing amount [12] $666,000
Number of returns with overpayments refunded 1,160
Overpayments refunded amount [13] $3,391,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $86,000

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

Number of returns 870
Number of single returns 100
Number of joint returns 740
Number of head of household returns 50
Number of returns with paid preparer's signature 480
Number of exemptions 2,370
Number of dependents 760
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] 90
Number of elderly returns [4] 250
Adjust gross income (AGI) [5] $75,358,000
Number of returns with total income 870
Salaries and wages amount $76,177,000
Number of returns with salaries and wages 760
Salaries and wages amount $58,001
Number of returns with taxable interest 320
Taxable interest amount $271
Number of returns with ordinary dividends 140
Ordinary dividends amount $537,000
Number of returns with qualified dividends 130
Qualified dividends amount [6] $307
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) 120
Business or professional net income (less loss) amount $2,168,000
Number of returns with net capital gain (less loss) 140
Net capital gain (less loss) amount $705,000
Number of returns with taxable individual retirement arrangements distributions 130
Taxable individual retirement arrangements distributions amount $2,166,000
Number of returns with taxable pensions and annuities 250
Taxable pensions and annuities amount $6,878,000
Number of farm returns 50
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $128,000
Number of returns with taxable Social Security benefits 210
Taxable Social Security benefits amount $4,272,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $1,041,000
Number of returns with total statutory adjustments 250
Total statutory adjustments amount $819,000
Number of returns with educator expenses 40
Educator expenses amount $12,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $191,000
Number of returns with IRA payments 20
IRA payments amount $100,000
Number of returns with student loan interest deduction 110
Student loan interest deduction amount $130,000
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 190
Total itemized deductions amount $4,042,000
Amount of AGI for itemized returns $16,780,000
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 150
State and local general sales tax amount $324,000
Number of returns with real estate taxes 170
Real estate taxes amount $245,000
Number of returns with taxes paid 190
Taxes paid amount $636,000
Number of returns with mortgage interest paid 140
Mortgage interest paid amount $939,000
Number of returns with contributions 170
Contributions amount $1,118,000
Number of returns with taxable income 870
Taxable income amount $53,339,000
Number of returns with income tax before credits 870
Income tax before credits amount $7,544,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 390
Total tax credits amount $718,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $35,000
Number of returns with nonrefundable education credit 90
Nonrefundable education credit amount $102,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 310
Child tax credit amount $521,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $10,000
Number of returns with self-employment tax 110
Self-employment tax amount $428,000
Number of returns with total tax payments 860
Total tax payments amount $9,187,000
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 60
Refundable education credit amount $52,000
Number of returns with income tax 860
Income tax amount [10] $6,826,000
Number of returns with tax liability 860
Total tax liability amount [11] $7,356,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 190
Tax due at time of filing amount [12] $629,000
Number of returns with overpayments refunded 670
Overpayments refunded amount [13] $2,401,000
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 890
Number of single returns 80
Number of joint returns 800
Number of head of household returns 0
Number of returns with paid preparer's signature 550
Number of exemptions 2,440
Number of dependents 750
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] 290
Adjust gross income (AGI) [5] $117,244,000
Number of returns with total income 890
Salaries and wages amount $118,824,000
Number of returns with salaries and wages 760
Salaries and wages amount $84,126
Number of returns with taxable interest 430
Taxable interest amount $866
Number of returns with ordinary dividends 250
Ordinary dividends amount $1,373,000
Number of returns with qualified dividends 240
Qualified dividends amount [6] $1,039
Number of returns with state and local income tax refunds 40
State and local income tax refunds amount $43
Number of returns with business or professional net income (less loss) 180
Business or professional net income (less loss) amount $5,273,000
Number of returns with net capital gain (less loss) 240
Net capital gain (less loss) amount $3,345,000
Number of returns with taxable individual retirement arrangements distributions 170
Taxable individual retirement arrangements distributions amount $4,945,000
Number of returns with taxable pensions and annuities 280
Taxable pensions and annuities amount $11,115,000
Number of farm returns 70
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 230
Taxable Social Security benefits amount $5,709,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $2,230,000
Number of returns with total statutory adjustments 330
Total statutory adjustments amount $1,580,000
Number of returns with educator expenses 80
Educator expenses amount $20,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $418,000
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $336,000
Number of returns with IRA payments 40
IRA payments amount $252,000
Number of returns with student loan interest deduction 100
Student loan interest deduction amount $129,000
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 390
Total itemized deductions amount $9,030,000
Amount of AGI for itemized returns $53,673,000
Number of returns with State and local income taxes 40
State and local income taxes amount $255,000
Number of returns with State and local general sales tax 310
State and local general sales tax amount $902,000
Number of returns with real estate taxes 350
Real estate taxes amount $689,000
Number of returns with taxes paid 380
Taxes paid amount $1,881,000
Number of returns with mortgage interest paid 300
Mortgage interest paid amount $2,317,000
Number of returns with contributions 340
Contributions amount $3,061,000
Number of returns with taxable income 880
Taxable income amount $91,948,000
Number of returns with income tax before credits 880
Income tax before credits amount $15,567,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 370
Total tax credits amount $532,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $35,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $35,000
Number of returns with nonrefundable education credit 100
Nonrefundable education credit amount $129,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 190
Child tax credit amount $259,000
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 $907,000
Number of returns with total tax payments 870
Total tax payments amount $16,955,000
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 80
Refundable education credit amount $76,000
Number of returns with income tax 880
Income tax amount [10] $15,035,000
Number of returns with tax liability 880
Total tax liability amount [11] $16,159,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 300
Tax due at time of filing amount [12] $1,870,000
Number of returns with overpayments refunded 560
Overpayments refunded amount [13] $2,359,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $512,000

Adjusted Gross Income: $200,000 or more

Number of returns 170
Number of single returns 0
Number of joint returns 150
Number of head of household returns 0
Number of returns with paid preparer's signature 130
Number of exemptions 470
Number of dependents 150
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] 70
Adjust gross income (AGI) [5] $54,881,000
Number of returns with total income 170
Salaries and wages amount $56,256,000
Number of returns with salaries and wages 140
Salaries and wages amount $29,526
Number of returns with taxable interest 120
Taxable interest amount $777
Number of returns with ordinary dividends 90
Ordinary dividends amount $1,856,000
Number of returns with qualified dividends 90
Qualified dividends amount [6] $1,416
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) 50
Business or professional net income (less loss) amount $8,718,000
Number of returns with net capital gain (less loss) 80
Net capital gain (less loss) amount $2,639,000
Number of returns with taxable individual retirement arrangements distributions 40
Taxable individual retirement arrangements distributions amount $2,775,000
Number of returns with taxable pensions and annuities 40
Taxable pensions and annuities amount $1,310,000
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 $920,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $6,062,000
Number of returns with total statutory adjustments 80
Total statutory adjustments amount $1,375,000
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 $342,000
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 $5,626,000
Amount of AGI for itemized returns $39,918,000
Number of returns with State and local income taxes 20
State and local income taxes amount $301,000
Number of returns with State and local general sales tax 90
State and local general sales tax amount $353,000
Number of returns with real estate taxes 110
Real estate taxes amount $314,000
Number of returns with taxes paid 120
Taxes paid amount $972,000
Number of returns with mortgage interest paid 80
Mortgage interest paid amount $875,000
Number of returns with contributions 100
Contributions amount $1,728,000
Number of returns with taxable income 170
Taxable income amount $47,189,000
Number of returns with income tax before credits 170
Income tax before credits amount $11,611,000
Number of returns with alternative minimum tax 50
Alternative minimum tax amount $115,000
Number of returns with total tax credits 50
Total tax credits amount $85,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $20,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 60
Self-employment tax amount $854,000
Number of returns with total tax payments 170
Total tax payments amount $12,469,000
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 170
Income tax amount [10] $11,457,000
Number of returns with tax liability 170
Total tax liability amount [11] $12,639,000
Number of returns with net investment income tax 80
Net investment income tax $130,000
Number of returns with tax due at time of filing 100
Tax due at time of filing amount [12] $1,663,000
Number of returns with overpayments refunded 50
Overpayments refunded amount [13] $725,000
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.