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ZIP Code Database - Facts & Stats

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ZIP Code 37311 Income Tax Stats

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

ZIP Code 37311 Data

Zip Code:37311
City:Cleveland
State:TN [Tennessee]
Counties: BRADLEY, TN
City Alias(es):Cleveland
Area Code:423
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


37311 Income Tax Overview

Total Number of Tax Returns for ZIP Code 37311 [1] 10,690
Total Number of Single Tax Returns for ZIP Code 37311 3,330
Total Number of Joint Tax Returns for ZIP Code 37311 3,460
Total Number of Dependents for ZIP Code 37311 7,720
Total Adjusted Gross Income for ZIP Code 37311 $451,062,000
Average Income per Person for ZIP Code 37311 $16,478
Average Income per Household for ZIP Code 37311 $42,195

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


Adjusted Gross Income: 1 under $25,000

Number of returns 5,000
Number of single returns 3,090
Number of joint returns 680
Number of head of household returns 1,120
Number of returns with paid preparer's signature 2,290
Number of exemptions 7,900
Number of dependents 2,860
Total number of volunteer prepared returns [5] 110
Number of volunteer income tax assistance (VITA) prepared returns [3] 110
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 40
Number of refund anticipation check returns [3] 1,170
Number of elderly returns [4] 780
Adjust gross income (AGI) [5] $63,224,000
Number of returns with total income 5,000
Salaries and wages amount $64,077,000
Number of returns with salaries and wages 4,200
Salaries and wages amount $51,760
Number of returns with taxable interest 330
Taxable interest amount $270
Number of returns with ordinary dividends 170
Ordinary dividends amount $314,000
Number of returns with qualified dividends 150
Qualified dividends amount [6] $195
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) 770
Business or professional net income (less loss) amount $5,857,000
Number of returns with net capital gain (less loss) 160
Net capital gain (less loss) amount $140,000
Number of returns with taxable individual retirement arrangements distributions 160
Taxable individual retirement arrangements distributions amount $911,000
Number of returns with taxable pensions and annuities 490
Taxable pensions and annuities amount $4,067,000
Number of farm returns 30
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $261,000
Number of returns with taxable Social Security benefits 180
Taxable Social Security benefits amount $340,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $179,000
Number of returns with total statutory adjustments 830
Total statutory adjustments amount $853,000
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 $58,000
Number of returns with IRA payments 30
IRA payments amount $69,000
Number of returns with student loan interest deduction 130
Student loan interest deduction amount $108,000
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 130
Total itemized deductions amount $1,953,000
Amount of AGI for itemized returns $2,029,000
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 $126,000
Number of returns with real estate taxes 80
Real estate taxes amount $158,000
Number of returns with taxes paid 120
Taxes paid amount $329,000
Number of returns with mortgage interest paid 60
Mortgage interest paid amount $269,000
Number of returns with contributions 100
Contributions amount $368,000
Number of returns with taxable income 1,970
Taxable income amount $11,700,000
Number of returns with income tax before credits 1,970
Income tax before credits amount $1,234,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 500
Total tax credits amount $140,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 120
Nonrefundable education credit amount $54,000
Number of returns with retirement savings contribution credit 220
Retirement savings contribution credit amount $34,000
Number of returns with child tax credit 160
Child tax credit amount $45,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 670
Self-employment tax amount $982,000
Number of returns with total tax payments 4,700
Total tax payments amount $11,798,000
Number of returns with earned income credit 2,120
Earned income credit amount [8] $5,529,000
Number of returns with excess earned income credit 1,930
Excess earned income credit (refundable) amount [9] $4,848,000
Number of returns with additional child tax credit 1,300
Additional child tax credit amount $1,607,000
Number of returns with refundable education credit 240
Refundable education credit amount $215,000
Number of returns with income tax 1,670
Income tax amount [10] $1,093,000
Number of returns with tax liability 2,290
Total tax liability amount [11] $2,172,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 350
Tax due at time of filing amount [12] $341,000
Number of returns with overpayments refunded 4,460
Overpayments refunded amount [13] $9,920,000
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 3,080
Number of single returns 1,350
Number of joint returns 920
Number of head of household returns 700
Number of returns with paid preparer's signature 1,490
Number of exemptions 6,780
Number of dependents 2,790
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] 720
Number of elderly returns [4] 450
Adjust gross income (AGI) [5] $109,823,000
Number of returns with total income 3,080
Salaries and wages amount $110,807,000
Number of returns with salaries and wages 2,850
Salaries and wages amount $97,462
Number of returns with taxable interest 300
Taxable interest amount $264
Number of returns with ordinary dividends 150
Ordinary dividends amount $351,000
Number of returns with qualified dividends 140
Qualified dividends amount [6] $257
Number of returns with state and local income tax refunds 40
State and local income tax refunds amount $21
Number of returns with business or professional net income (less loss) 270
Business or professional net income (less loss) amount $2,750,000
Number of returns with net capital gain (less loss) 160
Net capital gain (less loss) amount $329,000
Number of returns with taxable individual retirement arrangements distributions 140
Taxable individual retirement arrangements distributions amount $1,329,000
Number of returns with taxable pensions and annuities 380
Taxable pensions and annuities amount $5,108,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $148,000
Number of returns with taxable Social Security benefits 330
Taxable Social Security benefits amount $2,239,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $625,000
Number of returns with total statutory adjustments 530
Total statutory adjustments amount $984,000
Number of returns with educator expenses 60
Educator expenses amount $14,000
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 $160,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 240
Student loan interest deduction amount $246,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $101,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 260
Total itemized deductions amount $3,794,000
Amount of AGI for itemized returns $9,854,000
Number of returns with State and local income taxes 40
State and local income taxes amount $55,000
Number of returns with State and local general sales tax 180
State and local general sales tax amount $281,000
Number of returns with real estate taxes 180
Real estate taxes amount $274,000
Number of returns with taxes paid 240
Taxes paid amount $647,000
Number of returns with mortgage interest paid 160
Mortgage interest paid amount $834,000
Number of returns with contributions 190
Contributions amount $848,000
Number of returns with taxable income 2,950
Taxable income amount $53,626,000
Number of returns with income tax before credits 2,940
Income tax before credits amount $6,521,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,440
Total tax credits amount $1,181,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $45,000
Number of returns with nonrefundable education credit 170
Nonrefundable education credit amount $163,000
Number of returns with retirement savings contribution credit 590
Retirement savings contribution credit amount $117,000
Number of returns with child tax credit 900
Child tax credit amount $847,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 220
Self-employment tax amount $564,000
Number of returns with total tax payments 3,010
Total tax payments amount $13,348,000
Number of returns with earned income credit 830
Earned income credit amount [8] $1,857,000
Number of returns with excess earned income credit 690
Excess earned income credit (refundable) amount [9] $1,560,000
Number of returns with additional child tax credit 730
Additional child tax credit amount $1,163,000
Number of returns with refundable education credit 110
Refundable education credit amount $94,000
Number of returns with income tax 2,260
Income tax amount [10] $5,339,000
Number of returns with tax liability 2,410
Total tax liability amount [11] $6,061,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 360
Tax due at time of filing amount [12] $583,000
Number of returns with overpayments refunded 2,690
Overpayments refunded amount [13] $7,811,000
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 1,210
Number of single returns 360
Number of joint returns 700
Number of head of household returns 110
Number of returns with paid preparer's signature 580
Number of exemptions 2,890
Number of dependents 980
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] 200
Number of elderly returns [4] 260
Adjust gross income (AGI) [5] $73,436,000
Number of returns with total income 1,210
Salaries and wages amount $74,324,000
Number of returns with salaries and wages 1,090
Salaries and wages amount $59,114
Number of returns with taxable interest 240
Taxable interest amount $202
Number of returns with ordinary dividends 130
Ordinary dividends amount $434,000
Number of returns with qualified dividends 110
Qualified dividends amount [6] $295
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 $2,314,000
Number of returns with net capital gain (less loss) 120
Net capital gain (less loss) amount $906,000
Number of returns with taxable individual retirement arrangements distributions 110
Taxable individual retirement arrangements distributions amount $1,446,000
Number of returns with taxable pensions and annuities 270
Taxable pensions and annuities amount $5,699,000
Number of farm returns 30
Number of returns with unemployment compensation 20
Unemployment compensation amount [7] $68,000
Number of returns with taxable Social Security benefits 230
Taxable Social Security benefits amount $3,463,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $329,000
Number of returns with total statutory adjustments 350
Total statutory adjustments amount $888,000
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 $272,000
Number of returns with IRA payments 40
IRA payments amount $134,000
Number of returns with student loan interest deduction 160
Student loan interest deduction amount $188,000
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 $4,587,000
Amount of AGI for itemized returns $15,419,000
Number of returns with State and local income taxes 20
State and local income taxes amount $69,000
Number of returns with State and local general sales tax 180
State and local general sales tax amount $347,000
Number of returns with real estate taxes 210
Real estate taxes amount $332,000
Number of returns with taxes paid 240
Taxes paid amount $792,000
Number of returns with mortgage interest paid 160
Mortgage interest paid amount $1,052,000
Number of returns with contributions 200
Contributions amount $1,152,000
Number of returns with taxable income 1,200
Taxable income amount $46,970,000
Number of returns with income tax before credits 1,200
Income tax before credits amount $6,416,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 550
Total tax credits amount $824,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $30,000
Number of returns with nonrefundable education credit 100
Nonrefundable education credit amount $120,000
Number of returns with retirement savings contribution credit 140
Retirement savings contribution credit amount $23,000
Number of returns with child tax credit 380
Child tax credit amount $636,000
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 $471,000
Number of returns with total tax payments 1,200
Total tax payments amount $8,312,000
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 $103,000
Number of returns with refundable education credit 60
Refundable education credit amount $54,000
Number of returns with income tax 1,130
Income tax amount [10] $5,593,000
Number of returns with tax liability 1,150
Total tax liability amount [11] $6,193,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 280
Tax due at time of filing amount [12] $641,000
Number of returns with overpayments refunded 920
Overpayments refunded amount [13] $2,667,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $87,000

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

Number of returns 650
Number of single returns 100
Number of joint returns 510
Number of head of household returns 40
Number of returns with paid preparer's signature 360
Number of exemptions 1,680
Number of dependents 520
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 60
Number of elderly returns [4] 200
Adjust gross income (AGI) [5] $55,834,000
Number of returns with total income 650
Salaries and wages amount $56,555,000
Number of returns with salaries and wages 570
Salaries and wages amount $43,120
Number of returns with taxable interest 210
Taxable interest amount $243
Number of returns with ordinary dividends 100
Ordinary dividends amount $325,000
Number of returns with qualified dividends 100
Qualified dividends amount [6] $242
Number of returns with state and local income tax refunds 20
State and local income tax refunds amount $22
Number of returns with business or professional net income (less loss) 120
Business or professional net income (less loss) amount $1,735,000
Number of returns with net capital gain (less loss) 100
Net capital gain (less loss) amount $739,000
Number of returns with taxable individual retirement arrangements distributions 90
Taxable individual retirement arrangements distributions amount $1,291,000
Number of returns with taxable pensions and annuities 180
Taxable pensions and annuities amount $4,666,000
Number of farm returns 0
Number of returns with unemployment compensation 20
Unemployment compensation amount [7] $69,000
Number of returns with taxable Social Security benefits 170
Taxable Social Security benefits amount $3,547,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $321,000
Number of returns with total statutory adjustments 220
Total statutory adjustments amount $721,000
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 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 90
Student loan interest deduction amount $113,000
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 210
Total itemized deductions amount $4,723,000
Amount of AGI for itemized returns $17,922,000
Number of returns with State and local income taxes 30
State and local income taxes amount $93,000
Number of returns with State and local general sales tax 150
State and local general sales tax amount $365,000
Number of returns with real estate taxes 180
Real estate taxes amount $357,000
Number of returns with taxes paid 200
Taxes paid amount $827,000
Number of returns with mortgage interest paid 160
Mortgage interest paid amount $982,000
Number of returns with contributions 180
Contributions amount $1,449,000
Number of returns with taxable income 650
Taxable income amount $39,067,000
Number of returns with income tax before credits 650
Income tax before credits amount $5,606,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 280
Total tax credits amount $500,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $40,000
Number of returns with nonrefundable education credit 50
Nonrefundable education credit amount $64,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 210
Child tax credit amount $362,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $20,000
Number of returns with self-employment tax 100
Self-employment tax amount $416,000
Number of returns with total tax payments 640
Total tax payments amount $6,594,000
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 40
Refundable education credit amount $31,000
Number of returns with income tax 640
Income tax amount [10] $5,106,000
Number of returns with tax liability 640
Total tax liability amount [11] $5,585,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 180
Tax due at time of filing amount [12] $634,000
Number of returns with overpayments refunded 460
Overpayments refunded amount [13] $1,596,000
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 600
Number of single returns 80
Number of joint returns 520
Number of head of household returns 0
Number of returns with paid preparer's signature 370
Number of exemptions 1,580
Number of dependents 460
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] 20
Number of elderly returns [4] 200
Adjust gross income (AGI) [5] $79,112,000
Number of returns with total income 600
Salaries and wages amount $80,397,000
Number of returns with salaries and wages 520
Salaries and wages amount $56,023
Number of returns with taxable interest 290
Taxable interest amount $569
Number of returns with ordinary dividends 170
Ordinary dividends amount $1,000,000
Number of returns with qualified dividends 160
Qualified dividends amount [6] $823
Number of returns with state and local income tax refunds 50
State and local income tax refunds amount $87
Number of returns with business or professional net income (less loss) 160
Business or professional net income (less loss) amount $4,107,000
Number of returns with net capital gain (less loss) 160
Net capital gain (less loss) amount $1,938,000
Number of returns with taxable individual retirement arrangements distributions 110
Taxable individual retirement arrangements distributions amount $2,877,000
Number of returns with taxable pensions and annuities 200
Taxable pensions and annuities amount $7,851,000
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 150
Taxable Social Security benefits amount $3,626,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $1,590,000
Number of returns with total statutory adjustments 250
Total statutory adjustments amount $1,285,000
Number of returns with educator expenses 50
Educator expenses amount $16,000
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 $279,000
Number of returns with IRA payments 30
IRA payments amount $231,000
Number of returns with student loan interest deduction 60
Student loan interest deduction amount $76,000
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 330
Total itemized deductions amount $7,789,000
Amount of AGI for itemized returns $43,826,000
Number of returns with State and local income taxes 50
State and local income taxes amount $256,000
Number of returns with State and local general sales tax 250
State and local general sales tax amount $718,000
Number of returns with real estate taxes 290
Real estate taxes amount $738,000
Number of returns with taxes paid 320
Taxes paid amount $1,752,000
Number of returns with mortgage interest paid 260
Mortgage interest paid amount $1,800,000
Number of returns with contributions 290
Contributions amount $2,955,000
Number of returns with taxable income 600
Taxable income amount $61,427,000
Number of returns with income tax before credits 600
Income tax before credits amount $10,410,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 230
Total tax credits amount $302,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $19,000
Number of returns with nonrefundable education credit 60
Nonrefundable education credit amount $80,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 120
Child tax credit amount $152,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 130
Self-employment tax amount $742,000
Number of returns with total tax payments 590
Total tax payments amount $11,025,000
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 50
Refundable education credit amount $46,000
Number of returns with income tax 600
Income tax amount [10] $10,108,000
Number of returns with tax liability 600
Total tax liability amount [11] $11,031,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 260
Tax due at time of filing amount [12] $1,502,000
Number of returns with overpayments refunded 320
Overpayments refunded amount [13] $1,327,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $155,000

Adjusted Gross Income: $200,000 or more

Number of returns 150
Number of single returns 0
Number of joint returns 130
Number of head of household returns 0
Number of returns with paid preparer's signature 120
Number of exemptions 380
Number of dependents 110
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] $69,633,000
Number of returns with total income 150
Salaries and wages amount $71,385,000
Number of returns with salaries and wages 120
Salaries and wages amount $33,471
Number of returns with taxable interest 120
Taxable interest amount $1,732
Number of returns with ordinary dividends 90
Ordinary dividends amount $3,016,000
Number of returns with qualified dividends 80
Qualified dividends amount [6] $2,423
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 $5,063,000
Number of returns with net capital gain (less loss) 90
Net capital gain (less loss) amount $7,480,000
Number of returns with taxable individual retirement arrangements distributions 30
Taxable individual retirement arrangements distributions amount $1,762,000
Number of returns with taxable pensions and annuities 50
Taxable pensions and annuities amount $2,448,000
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 $1,277,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $12,436,000
Number of returns with total statutory adjustments 80
Total statutory adjustments amount $1,752,000
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 $341,000
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 $6,485,000
Amount of AGI for itemized returns $59,820,000
Number of returns with State and local income taxes 30
State and local income taxes amount $620,000
Number of returns with State and local general sales tax 90
State and local general sales tax amount $360,000
Number of returns with real estate taxes 110
Real estate taxes amount $632,000
Number of returns with taxes paid 120
Taxes paid amount $1,626,000
Number of returns with mortgage interest paid 80
Mortgage interest paid amount $910,000
Number of returns with contributions 110
Contributions amount $3,512,000
Number of returns with taxable income 150
Taxable income amount $61,827,000
Number of returns with income tax before credits 150
Income tax before credits amount $16,941,000
Number of returns with alternative minimum tax 40
Alternative minimum tax amount $205,000
Number of returns with total tax credits 50
Total tax credits amount $161,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $32,000
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 70
Self-employment tax amount $785,000
Number of returns with total tax payments 140
Total tax payments amount $17,970,000
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 150
Income tax amount [10] $16,779,000
Number of returns with tax liability 150
Total tax liability amount [11] $18,166,000
Number of returns with net investment income tax 100
Net investment income tax $357,000
Number of returns with tax due at time of filing 90
Tax due at time of filing amount [12] $2,371,000
Number of returns with overpayments refunded 40
Overpayments refunded amount [13] $829,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $1,324,000

[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.