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ZIP Code Database - Facts & Stats

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ZIP Code 37379 Income Tax Stats

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

ZIP Code 37379 Data

Zip Code:37379
City:Soddy Daisy
State:TN [Tennessee]
Counties: HAMILTON, TN
City Alias(es):Soddy Daisy
Area Code:423
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


37379 Income Tax Overview

Total Number of Tax Returns for ZIP Code 37379 [1] 12,210
Total Number of Single Tax Returns for ZIP Code 37379 5,490
Total Number of Joint Tax Returns for ZIP Code 37379 5,910
Total Number of Dependents for ZIP Code 37379 7,170
Total Adjusted Gross Income for ZIP Code 37379 $778,383,000
Average Income per Person for ZIP Code 37379 $29,006
Average Income per Household for ZIP Code 37379 $63,750

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 4,020
Number of single returns 2,690
Number of joint returns 640
Number of head of household returns 640
Number of returns with paid preparer's signature 1,700
Number of exemptions 5,300
Number of dependents 1,500
Total number of volunteer prepared returns [5] 170
Number of volunteer income tax assistance (VITA) prepared returns [3] 150
Number of tax counseling for the elderly (TCE) prepared returns [3] 20
Number of volunteer prepared returns with Earned Income Credit 30
Number of refund anticipation check returns [3] 610
Number of elderly returns [4] 910
Adjust gross income (AGI) [5] $48,811,000
Number of returns with total income 4,020
Salaries and wages amount $49,593,000
Number of returns with salaries and wages 3,050
Salaries and wages amount $35,462
Number of returns with taxable interest 510
Taxable interest amount $256
Number of returns with ordinary dividends 210
Ordinary dividends amount $302,000
Number of returns with qualified dividends 180
Qualified dividends amount [6] $147
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) 650
Business or professional net income (less loss) amount $4,918,000
Number of returns with net capital gain (less loss) 180
Net capital gain (less loss) amount $95,000
Number of returns with taxable individual retirement arrangements distributions 270
Taxable individual retirement arrangements distributions amount $1,771,000
Number of returns with taxable pensions and annuities 590
Taxable pensions and annuities amount $5,813,000
Number of farm returns 30
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $211,000
Number of returns with taxable Social Security benefits 280
Taxable Social Security benefits amount $453,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $61,000
Number of returns with total statutory adjustments 680
Total statutory adjustments amount $782,000
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 $153,000
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 $78,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $70,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 160
Total itemized deductions amount $2,637,000
Amount of AGI for itemized returns $2,644,000
Number of returns with State and local income taxes 20
State and local income taxes amount $30,000
Number of returns with State and local general sales tax 120
State and local general sales tax amount $139,000
Number of returns with real estate taxes 120
Real estate taxes amount $260,000
Number of returns with taxes paid 160
Taxes paid amount $420,000
Number of returns with mortgage interest paid 90
Mortgage interest paid amount $521,000
Number of returns with contributions 110
Contributions amount $334,000
Number of returns with taxable income 1,680
Taxable income amount $9,585,000
Number of returns with income tax before credits 1,690
Income tax before credits amount $1,031,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 380
Total tax credits amount $117,000
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 80
Nonrefundable education credit amount $46,000
Number of returns with retirement savings contribution credit 170
Retirement savings contribution credit amount $25,000
Number of returns with child tax credit 120
Child tax credit amount $38,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 560
Self-employment tax amount $789,000
Number of returns with total tax payments 3,660
Total tax payments amount $7,717,000
Number of returns with earned income credit 1,330
Earned income credit amount [8] $3,287,000
Number of returns with excess earned income credit 1,180
Excess earned income credit (refundable) amount [9] $2,820,000
Number of returns with additional child tax credit 730
Additional child tax credit amount $840,000
Number of returns with refundable education credit 120
Refundable education credit amount $98,000
Number of returns with income tax 1,470
Income tax amount [10] $914,000
Number of returns with tax liability 1,950
Total tax liability amount [11] $1,759,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 380
Tax due at time of filing amount [12] $334,000
Number of returns with overpayments refunded 3,430
Overpayments refunded amount [13] $6,266,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $32,000

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

Number of returns 2,730
Number of single returns 1,230
Number of joint returns 940
Number of head of household returns 450
Number of returns with paid preparer's signature 1,190
Number of exemptions 5,160
Number of dependents 1,500
Total number of volunteer prepared returns [5] 80
Number of volunteer income tax assistance (VITA) prepared returns [3] 80
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] 490
Number of elderly returns [4] 680
Adjust gross income (AGI) [5] $99,919,000
Number of returns with total income 2,730
Salaries and wages amount $100,847,000
Number of returns with salaries and wages 2,350
Salaries and wages amount $80,519
Number of returns with taxable interest 460
Taxable interest amount $247
Number of returns with ordinary dividends 200
Ordinary dividends amount $337,000
Number of returns with qualified dividends 180
Qualified dividends amount [6] $243
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) 300
Business or professional net income (less loss) amount $2,456,000
Number of returns with net capital gain (less loss) 160
Net capital gain (less loss) amount $444,000
Number of returns with taxable individual retirement arrangements distributions 220
Taxable individual retirement arrangements distributions amount $2,425,000
Number of returns with taxable pensions and annuities 560
Taxable pensions and annuities amount $9,988,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $259,000
Number of returns with taxable Social Security benefits 580
Taxable Social Security benefits amount $3,927,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $290,000
Number of returns with total statutory adjustments 520
Total statutory adjustments amount $928,000
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 30
Self-employment health insurance deduction amount $128,000
Number of returns with IRA payments 30
IRA payments amount $94,000
Number of returns with student loan interest deduction 210
Student loan interest deduction amount $203,000
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 $5,410,000
Amount of AGI for itemized returns $12,988,000
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 250
State and local general sales tax amount $385,000
Number of returns with real estate taxes 280
Real estate taxes amount $485,000
Number of returns with taxes paid 320
Taxes paid amount $945,000
Number of returns with mortgage interest paid 230
Mortgage interest paid amount $1,263,000
Number of returns with contributions 240
Contributions amount $914,000
Number of returns with taxable income 2,650
Taxable income amount $51,567,000
Number of returns with income tax before credits 2,630
Income tax before credits amount $6,339,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,020
Total tax credits amount $824,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 130
Child and dependent care credit amount $56,000
Number of returns with nonrefundable education credit 130
Nonrefundable education credit amount $123,000
Number of returns with retirement savings contribution credit 480
Retirement savings contribution credit amount $93,000
Number of returns with child tax credit 580
Child tax credit amount $547,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 250
Self-employment tax amount $505,000
Number of returns with total tax payments 2,680
Total tax payments amount $11,867,000
Number of returns with earned income credit 600
Earned income credit amount [8] $1,234,000
Number of returns with excess earned income credit 490
Excess earned income credit (refundable) amount [9] $1,010,000
Number of returns with additional child tax credit 400
Additional child tax credit amount $537,000
Number of returns with refundable education credit 80
Refundable education credit amount $68,000
Number of returns with income tax 2,250
Income tax amount [10] $5,515,000
Number of returns with tax liability 2,350
Total tax liability amount [11] $6,163,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 340
Tax due at time of filing amount [12] $514,000
Number of returns with overpayments refunded 2,370
Overpayments refunded amount [13] $6,191,000
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 1,810
Number of single returns 490
Number of joint returns 1,110
Number of head of household returns 160
Number of returns with paid preparer's signature 860
Number of exemptions 4,160
Number of dependents 1,240
Total number of volunteer prepared returns [5] 40
Number of volunteer income tax assistance (VITA) prepared returns [3] 40
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] 260
Number of elderly returns [4] 480
Adjust gross income (AGI) [5] $112,268,000
Number of returns with total income 1,810
Salaries and wages amount $113,335,000
Number of returns with salaries and wages 1,560
Salaries and wages amount $88,358
Number of returns with taxable interest 450
Taxable interest amount $260
Number of returns with ordinary dividends 210
Ordinary dividends amount $439,000
Number of returns with qualified dividends 190
Qualified dividends amount [6] $317
Number of returns with state and local income tax refunds 60
State and local income tax refunds amount $37
Number of returns with business or professional net income (less loss) 300
Business or professional net income (less loss) amount $2,468,000
Number of returns with net capital gain (less loss) 190
Net capital gain (less loss) amount $664,000
Number of returns with taxable individual retirement arrangements distributions 200
Taxable individual retirement arrangements distributions amount $2,971,000
Number of returns with taxable pensions and annuities 440
Taxable pensions and annuities amount $10,950,000
Number of farm returns 30
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $168,000
Number of returns with taxable Social Security benefits 400
Taxable Social Security benefits amount $6,354,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $539,000
Number of returns with total statutory adjustments 500
Total statutory adjustments amount $1,067,000
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 40
Self-employment health insurance deduction amount $309,000
Number of returns with IRA payments 30
IRA payments amount $123,000
Number of returns with student loan interest deduction 190
Student loan interest deduction amount $185,000
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 460
Total itemized deductions amount $7,992,000
Amount of AGI for itemized returns $29,323,000
Number of returns with State and local income taxes 30
State and local income taxes amount $69,000
Number of returns with State and local general sales tax 350
State and local general sales tax amount $649,000
Number of returns with real estate taxes 410
Real estate taxes amount $755,000
Number of returns with taxes paid 450
Taxes paid amount $1,530,000
Number of returns with mortgage interest paid 350
Mortgage interest paid amount $2,090,000
Number of returns with contributions 360
Contributions amount $1,641,000
Number of returns with taxable income 1,810
Taxable income amount $72,383,000
Number of returns with income tax before credits 1,810
Income tax before credits amount $9,941,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 790
Total tax credits amount $1,146,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 140
Child and dependent care credit amount $62,000
Number of returns with nonrefundable education credit 130
Nonrefundable education credit amount $150,000
Number of returns with retirement savings contribution credit 180
Retirement savings contribution credit amount $28,000
Number of returns with child tax credit 590
Child tax credit amount $870,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $20,000
Number of returns with self-employment tax 230
Self-employment tax amount $538,000
Number of returns with total tax payments 1,790
Total tax payments amount $12,708,000
Number of returns with earned income credit 20
Earned income credit amount [8] $9,000
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 70
Additional child tax credit amount $93,000
Number of returns with refundable education credit 90
Refundable education credit amount $75,000
Number of returns with income tax 1,740
Income tax amount [10] $8,795,000
Number of returns with tax liability 1,760
Total tax liability amount [11] $9,456,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 380
Tax due at time of filing amount [12] $714,000
Number of returns with overpayments refunded 1,420
Overpayments refunded amount [13] $3,901,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $103,000

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

Number of returns 1,320
Number of single returns 160
Number of joint returns 1,110
Number of head of household returns 50
Number of returns with paid preparer's signature 640
Number of exemptions 3,420
Number of dependents 1,000
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] 390
Adjust gross income (AGI) [5] $114,850,000
Number of returns with total income 1,320
Salaries and wages amount $116,002,000
Number of returns with salaries and wages 1,150
Salaries and wages amount $88,127
Number of returns with taxable interest 430
Taxable interest amount $352
Number of returns with ordinary dividends 220
Ordinary dividends amount $636,000
Number of returns with qualified dividends 180
Qualified dividends amount [6] $407
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) 210
Business or professional net income (less loss) amount $2,973,000
Number of returns with net capital gain (less loss) 180
Net capital gain (less loss) amount $841,000
Number of returns with taxable individual retirement arrangements distributions 190
Taxable individual retirement arrangements distributions amount $2,906,000
Number of returns with taxable pensions and annuities 420
Taxable pensions and annuities amount $12,606,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $156,000
Number of returns with taxable Social Security benefits 320
Taxable Social Security benefits amount $6,718,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $271,000
Number of returns with total statutory adjustments 410
Total statutory adjustments amount $1,152,000
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 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 40
IRA payments amount $199,000
Number of returns with student loan interest deduction 160
Student loan interest deduction amount $166,000
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 410
Total itemized deductions amount $7,950,000
Amount of AGI for itemized returns $35,968,000
Number of returns with State and local income taxes 30
State and local income taxes amount $89,000
Number of returns with State and local general sales tax 330
State and local general sales tax amount $763,000
Number of returns with real estate taxes 380
Real estate taxes amount $798,000
Number of returns with taxes paid 410
Taxes paid amount $1,686,000
Number of returns with mortgage interest paid 340
Mortgage interest paid amount $2,236,000
Number of returns with contributions 350
Contributions amount $1,900,000
Number of returns with taxable income 1,320
Taxable income amount $81,707,000
Number of returns with income tax before credits 1,320
Income tax before credits amount $11,648,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 560
Total tax credits amount $1,005,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 140
Child and dependent care credit amount $68,000
Number of returns with nonrefundable education credit 110
Nonrefundable education credit amount $139,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 440
Child tax credit amount $734,000
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 $567,000
Number of returns with total tax payments 1,310
Total tax payments amount $14,003,000
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 $69,000
Number of returns with income tax 1,310
Income tax amount [10] $10,644,000
Number of returns with tax liability 1,310
Total tax liability amount [11] $11,367,000
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] $844,000
Number of returns with overpayments refunded 1,010
Overpayments refunded amount [13] $3,446,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 1,860
Number of single returns 140
Number of joint returns 1,670
Number of head of household returns 50
Number of returns with paid preparer's signature 910
Number of exemptions 5,110
Number of dependents 1,570
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] 130
Number of elderly returns [4] 550
Adjust gross income (AGI) [5] $248,730,000
Number of returns with total income 1,860
Salaries and wages amount $251,185,000
Number of returns with salaries and wages 1,670
Salaries and wages amount $195,064
Number of returns with taxable interest 830
Taxable interest amount $656
Number of returns with ordinary dividends 460
Ordinary dividends amount $1,737,000
Number of returns with qualified dividends 430
Qualified dividends amount [6] $1,228
Number of returns with state and local income tax refunds 70
State and local income tax refunds amount $72
Number of returns with business or professional net income (less loss) 340
Business or professional net income (less loss) amount $5,617,000
Number of returns with net capital gain (less loss) 420
Net capital gain (less loss) amount $3,488,000
Number of returns with taxable individual retirement arrangements distributions 280
Taxable individual retirement arrangements distributions amount $6,629,000
Number of returns with taxable pensions and annuities 570
Taxable pensions and annuities amount $24,675,000
Number of farm returns 50
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $180,000
Number of returns with taxable Social Security benefits 390
Taxable Social Security benefits amount $9,348,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $2,573,000
Number of returns with total statutory adjustments 630
Total statutory adjustments amount $2,455,000
Number of returns with educator expenses 100
Educator expenses amount $26,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $466,000
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $396,000
Number of returns with IRA payments 70
IRA payments amount $425,000
Number of returns with student loan interest deduction 190
Student loan interest deduction amount $203,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $67,000
Returns with domestic production activities deduction 20
Domestic production activities deduction amount $166,000
Number of returns with itemized deductions 920
Total itemized deductions amount $20,550,000
Amount of AGI for itemized returns $127,456,000
Number of returns with State and local income taxes 90
State and local income taxes amount $449,000
Number of returns with State and local general sales tax 730
State and local general sales tax amount $2,347,000
Number of returns with real estate taxes 880
Real estate taxes amount $2,337,000
Number of returns with taxes paid 920
Taxes paid amount $5,208,000
Number of returns with mortgage interest paid 800
Mortgage interest paid amount $6,346,000
Number of returns with contributions 810
Contributions amount $5,615,000
Number of returns with taxable income 1,860
Taxable income amount $195,588,000
Number of returns with income tax before credits 1,860
Income tax before credits amount $33,618,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 740
Total tax credits amount $1,046,000
Number of returns with foreign tax credit 140
Foreign tax credit amount $19,000
Number of returns with child and dependent care credit 180
Child and dependent care credit amount $94,000
Number of returns with nonrefundable education credit 180
Nonrefundable education credit amount $248,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 410
Child tax credit amount $540,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $45,000
Number of returns with self-employment tax 250
Self-employment tax amount $1,072,000
Number of returns with total tax payments 1,850
Total tax payments amount $36,002,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 160
Refundable education credit amount $148,000
Number of returns with income tax 1,860
Income tax amount [10] $32,572,000
Number of returns with tax liability 1,860
Total tax liability amount [11] $33,860,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 630
Tax due at time of filing amount [12] $2,767,000
Number of returns with overpayments refunded 1,180
Overpayments refunded amount [13] $4,651,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $226,000

Adjusted Gross Income: $200,000 or more

Number of returns 470
Number of single returns 20
Number of joint returns 440
Number of head of household returns 0
Number of returns with paid preparer's signature 300
Number of exemptions 1,270
Number of dependents 360
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] 170
Adjust gross income (AGI) [5] $153,805,000
Number of returns with total income 470
Salaries and wages amount $156,828,000
Number of returns with salaries and wages 420
Salaries and wages amount $96,894
Number of returns with taxable interest 350
Taxable interest amount $1,292
Number of returns with ordinary dividends 230
Ordinary dividends amount $3,297,000
Number of returns with qualified dividends 210
Qualified dividends amount [6] $2,619
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) 120
Business or professional net income (less loss) amount $11,298,000
Number of returns with net capital gain (less loss) 220
Net capital gain (less loss) amount $17,211,000
Number of returns with taxable individual retirement arrangements distributions 80
Taxable individual retirement arrangements distributions amount $2,824,000
Number of returns with taxable pensions and annuities 170
Taxable pensions and annuities amount $12,104,000
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 90
Taxable Social Security benefits amount $2,436,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $6,052,000
Number of returns with total statutory adjustments 190
Total statutory adjustments amount $3,023,000
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 $735,000
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $596,000
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 370
Total itemized deductions amount $13,115,000
Amount of AGI for itemized returns $119,444,000
Number of returns with State and local income taxes 60
State and local income taxes amount $752,000
Number of returns with State and local general sales tax 290
State and local general sales tax amount $1,317,000
Number of returns with real estate taxes 360
Real estate taxes amount $1,696,000
Number of returns with taxes paid 370
Taxes paid amount $3,805,000
Number of returns with mortgage interest paid 310
Mortgage interest paid amount $3,407,000
Number of returns with contributions 340
Contributions amount $4,930,000
Number of returns with taxable income 470
Taxable income amount $134,972,000
Number of returns with income tax before credits 470
Income tax before credits amount $32,244,000
Number of returns with alternative minimum tax 110
Alternative minimum tax amount $490,000
Number of returns with total tax credits 160
Total tax credits amount $601,000
Number of returns with foreign tax credit 110
Foreign tax credit amount $408,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $16,000
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 120
Self-employment tax amount $1,239,000
Number of returns with total tax payments 470
Total tax payments amount $31,883,000
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 470
Income tax amount [10] $31,642,000
Number of returns with tax liability 470
Total tax liability amount [11] $33,653,000
Number of returns with net investment income tax 190
Net investment income tax $440,000
Number of returns with tax due at time of filing 240
Tax due at time of filing amount [12] $4,221,000
Number of returns with overpayments refunded 200
Overpayments refunded amount [13] $1,633,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $433,000

[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.