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ZIP Code Database - Facts & Stats

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ZIP Code 37404 Income Tax Stats

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

ZIP Code 37404 Data

Zip Code:37404
City:Chattanooga
State:TN [Tennessee]
Counties: HAMILTON, TN
City Alias(es):Chattanooga
Area Code:423
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


37404 Income Tax Overview

Total Number of Tax Returns for ZIP Code 37404 [1] 5,610
Total Number of Single Tax Returns for ZIP Code 37404 1,090
Total Number of Joint Tax Returns for ZIP Code 37404 1,180
Total Number of Dependents for ZIP Code 37404 4,420
Total Adjusted Gross Income for ZIP Code 37404 $248,377,000
Average Income per Person for ZIP Code 37404 $18,637
Average Income per Household for ZIP Code 37404 $44,274

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 2,900
Number of single returns 1,750
Number of joint returns 210
Number of head of household returns 900
Number of returns with paid preparer's signature 1,150
Number of exemptions 4,890
Number of dependents 2,050
Total number of volunteer prepared returns [5] 220
Number of volunteer income tax assistance (VITA) prepared returns [3] 220
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 80
Number of refund anticipation check returns [3] 760
Number of elderly returns [4] 400
Adjust gross income (AGI) [5] $39,071,000
Number of returns with total income 2,900
Salaries and wages amount $39,450,000
Number of returns with salaries and wages 2,550
Salaries and wages amount $34,504
Number of returns with taxable interest 140
Taxable interest amount $47
Number of returns with ordinary dividends 70
Ordinary dividends amount $132,000
Number of returns with qualified dividends 70
Qualified dividends amount [6] $80
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) 410
Business or professional net income (less loss) amount $2,298,000
Number of returns with net capital gain (less loss) 70
Net capital gain (less loss) amount $42,000
Number of returns with taxable individual retirement arrangements distributions 60
Taxable individual retirement arrangements distributions amount $335,000
Number of returns with taxable pensions and annuities 230
Taxable pensions and annuities amount $1,828,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $133,000
Number of returns with taxable Social Security benefits 60
Taxable Social Security benefits amount $83,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $74,000
Number of returns with total statutory adjustments 400
Total statutory adjustments amount $379,000
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 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 70
Student loan interest deduction amount $56,000
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 60
Total itemized deductions amount $1,284,000
Amount of AGI for itemized returns $924,000
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 40
State and local general sales tax amount $35,000
Number of returns with real estate taxes 30
Real estate taxes amount $73,000
Number of returns with taxes paid 60
Taxes paid amount $173,000
Number of returns with mortgage interest paid 0
Mortgage interest paid amount $0
Number of returns with contributions 40
Contributions amount $79,000
Number of returns with taxable income 1,200
Taxable income amount $7,583,000
Number of returns with income tax before credits 1,210
Income tax before credits amount $809,000
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 $138,000
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 $8,000
Number of returns with nonrefundable education credit 110
Nonrefundable education credit amount $65,000
Number of returns with retirement savings contribution credit 170
Retirement savings contribution credit amount $22,000
Number of returns with child tax credit 140
Child tax credit amount $43,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 320
Self-employment tax amount $430,000
Number of returns with total tax payments 2,770
Total tax payments amount $7,677,000
Number of returns with earned income credit 1,290
Earned income credit amount [8] $3,673,000
Number of returns with excess earned income credit 1,180
Excess earned income credit (refundable) amount [9] $3,377,000
Number of returns with additional child tax credit 940
Additional child tax credit amount $1,231,000
Number of returns with refundable education credit 160
Refundable education credit amount $145,000
Number of returns with income tax 960
Income tax amount [10] $671,000
Number of returns with tax liability 1,260
Total tax liability amount [11] $1,154,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 200
Tax due at time of filing amount [12] $165,000
Number of returns with overpayments refunded 2,620
Overpayments refunded amount [13] $6,667,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 1,630
Number of single returns 730
Number of joint returns 320
Number of head of household returns 530
Number of returns with paid preparer's signature 650
Number of exemptions 3,620
Number of dependents 1,680
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 20
Number of refund anticipation check returns [3] 380
Number of elderly returns [4] 250
Adjust gross income (AGI) [5] $55,869,000
Number of returns with total income 1,630
Salaries and wages amount $56,338,000
Number of returns with salaries and wages 1,520
Salaries and wages amount $50,635
Number of returns with taxable interest 120
Taxable interest amount $38
Number of returns with ordinary dividends 80
Ordinary dividends amount $190,000
Number of returns with qualified dividends 80
Qualified dividends amount [6] $145
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) 150
Business or professional net income (less loss) amount $1,298,000
Number of returns with net capital gain (less loss) 70
Net capital gain (less loss) amount $192,000
Number of returns with taxable individual retirement arrangements distributions 40
Taxable individual retirement arrangements distributions amount $527,000
Number of returns with taxable pensions and annuities 160
Taxable pensions and annuities amount $2,380,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $114,000
Number of returns with taxable Social Security benefits 140
Taxable Social Security benefits amount $937,000
Number of returns with partnership/S-corp net income (less loss) 0
Partnership/S-corp net income (less loss) amount $0
Number of returns with total statutory adjustments 280
Total statutory adjustments amount $469,000
Number of returns with educator expenses 30
Educator expenses amount $6,000
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 $136,000
Number of returns with IRA payments 40
IRA payments amount $136,000
Number of returns with student loan interest deduction 150
Student loan interest deduction amount $152,000
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 170
Total itemized deductions amount $2,730,000
Amount of AGI for itemized returns $6,440,000
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 100
State and local general sales tax amount $147,000
Number of returns with real estate taxes 120
Real estate taxes amount $268,000
Number of returns with taxes paid 150
Taxes paid amount $630,000
Number of returns with mortgage interest paid 120
Mortgage interest paid amount $608,000
Number of returns with contributions 140
Contributions amount $590,000
Number of returns with taxable income 1,520
Taxable income amount $26,527,000
Number of returns with income tax before credits 1,510
Income tax before credits amount $3,250,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 750
Total tax credits amount $577,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $35,000
Number of returns with nonrefundable education credit 80
Nonrefundable education credit amount $85,000
Number of returns with retirement savings contribution credit 270
Retirement savings contribution credit amount $45,000
Number of returns with child tax credit 490
Child tax credit amount $414,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 100
Self-employment tax amount $268,000
Number of returns with total tax payments 1,600
Total tax payments amount $6,797,000
Number of returns with earned income credit 400
Earned income credit amount [8] $909,000
Number of returns with excess earned income credit 340
Excess earned income credit (refundable) amount [9] $780,000
Number of returns with additional child tax credit 470
Additional child tax credit amount $875,000
Number of returns with refundable education credit 80
Refundable education credit amount $73,000
Number of returns with income tax 1,110
Income tax amount [10] $2,674,000
Number of returns with tax liability 1,150
Total tax liability amount [11] $2,988,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 240
Tax due at time of filing amount [12] $367,000
Number of returns with overpayments refunded 1,380
Overpayments refunded amount [13] $4,137,000
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 450
Number of single returns 210
Number of joint returns 180
Number of head of household returns 50
Number of returns with paid preparer's signature 180
Number of exemptions 890
Number of dependents 260
Total number of volunteer prepared returns [5] 20
Number of volunteer income tax assistance (VITA) prepared returns [3] 20
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] 110
Adjust gross income (AGI) [5] $27,013,000
Number of returns with total income 450
Salaries and wages amount $27,395,000
Number of returns with salaries and wages 400
Salaries and wages amount $21,958
Number of returns with taxable interest 110
Taxable interest amount $65
Number of returns with ordinary dividends 60
Ordinary dividends amount $182,000
Number of returns with qualified dividends 60
Qualified dividends amount [6] $133
Number of returns with state and local income tax refunds 30
State and local income tax refunds amount $21
Number of returns with business or professional net income (less loss) 90
Business or professional net income (less loss) amount $1,043,000
Number of returns with net capital gain (less loss) 60
Net capital gain (less loss) amount $402,000
Number of returns with taxable individual retirement arrangements distributions 30
Taxable individual retirement arrangements distributions amount $371,000
Number of returns with taxable pensions and annuities 80
Taxable pensions and annuities amount $2,048,000
Number of farm returns 0
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 70
Taxable Social Security benefits amount $1,102,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $354,000
Number of returns with total statutory adjustments 160
Total statutory adjustments amount $382,000
Number of returns with educator expenses 30
Educator expenses amount $7,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 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 70
Student loan interest deduction amount $77,000
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 $2,325,000
Amount of AGI for itemized returns $8,001,000
Number of returns with State and local income taxes 50
State and local income taxes amount $108,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $176,000
Number of returns with real estate taxes 110
Real estate taxes amount $266,000
Number of returns with taxes paid 130
Taxes paid amount $501,000
Number of returns with mortgage interest paid 100
Mortgage interest paid amount $578,000
Number of returns with contributions 100
Contributions amount $569,000
Number of returns with taxable income 450
Taxable income amount $18,107,000
Number of returns with income tax before credits 450
Income tax before credits amount $2,592,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 160
Total tax credits amount $223,000
Number of returns with foreign tax credit 20
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 40
Nonrefundable education credit amount $49,000
Number of returns with retirement savings contribution credit 40
Retirement savings contribution credit amount $6,000
Number of returns with child tax credit 90
Child tax credit amount $138,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $12,000
Number of returns with self-employment tax 70
Self-employment tax amount $226,000
Number of returns with total tax payments 440
Total tax payments amount $3,168,000
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 20
Additional child tax credit amount $30,000
Number of returns with refundable education credit 0
Refundable education credit amount $0
Number of returns with income tax 430
Income tax amount [10] $2,369,000
Number of returns with tax liability 430
Total tax liability amount [11] $2,609,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 100
Tax due at time of filing amount [12] $372,000
Number of returns with overpayments refunded 340
Overpayments refunded amount [13] $892,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $86,000

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

Number of returns 210
Number of single returns 60
Number of joint returns 140
Number of head of household returns 20
Number of returns with paid preparer's signature 110
Number of exemptions 500
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] 30
Number of elderly returns [4] 60
Adjust gross income (AGI) [5] $18,423,000
Number of returns with total income 210
Salaries and wages amount $18,792,000
Number of returns with salaries and wages 190
Salaries and wages amount $13,851
Number of returns with taxable interest 70
Taxable interest amount $31
Number of returns with ordinary dividends 50
Ordinary dividends amount $231,000
Number of returns with qualified dividends 50
Qualified dividends amount [6] $184
Number of returns with state and local income tax refunds 0
State and local income tax refunds amount $0
Number of returns with business or professional net income (less loss) 70
Business or professional net income (less loss) amount $1,239,000
Number of returns with net capital gain (less loss) 40
Net capital gain (less loss) amount $255,000
Number of returns with taxable individual retirement arrangements distributions 30
Taxable individual retirement arrangements distributions amount $633,000
Number of returns with taxable pensions and annuities 50
Taxable pensions and annuities amount $1,234,000
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 50
Taxable Social Security benefits amount $1,041,000
Number of returns with partnership/S-corp net income (less loss) 0
Partnership/S-corp net income (less loss) amount $0
Number of returns with total statutory adjustments 100
Total statutory adjustments amount $369,000
Number of returns with educator expenses 40
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 $181,000
Number of returns with IRA payments 30
IRA payments amount $156,000
Number of returns with student loan interest deduction 30
Student loan interest deduction amount $33,000
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 80
Total itemized deductions amount $1,471,000
Amount of AGI for itemized returns $7,126,000
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 50
State and local general sales tax amount $87,000
Number of returns with real estate taxes 70
Real estate taxes amount $184,000
Number of returns with taxes paid 80
Taxes paid amount $325,000
Number of returns with mortgage interest paid 60
Mortgage interest paid amount $458,000
Number of returns with contributions 70
Contributions amount $328,000
Number of returns with taxable income 210
Taxable income amount $13,352,000
Number of returns with income tax before credits 210
Income tax before credits amount $2,004,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 90
Total tax credits amount $148,000
Number of returns with foreign tax credit 20
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 20
Child and dependent care credit amount $14,000
Number of returns with nonrefundable education credit 30
Nonrefundable education credit amount $48,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 60
Child tax credit amount $112,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 50
Self-employment tax amount $223,000
Number of returns with total tax payments 210
Total tax payments amount $2,292,000
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 20
Refundable education credit amount $25,000
Number of returns with income tax 210
Income tax amount [10] $1,856,000
Number of returns with tax liability 210
Total tax liability amount [11] $2,100,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 70
Tax due at time of filing amount [12] $312,000
Number of returns with overpayments refunded 140
Overpayments refunded amount [13] $483,000
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 280
Number of single returns 50
Number of joint returns 220
Number of head of household returns 0
Number of returns with paid preparer's signature 150
Number of exemptions 670
Number of dependents 170
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] 30
Number of elderly returns [4] 100
Adjust gross income (AGI) [5] $37,166,000
Number of returns with total income 280
Salaries and wages amount $37,836,000
Number of returns with salaries and wages 240
Salaries and wages amount $26,466
Number of returns with taxable interest 140
Taxable interest amount $125
Number of returns with ordinary dividends 110
Ordinary dividends amount $859,000
Number of returns with qualified dividends 100
Qualified dividends amount [6] $653
Number of returns with state and local income tax refunds 40
State and local income tax refunds amount $35
Number of returns with business or professional net income (less loss) 80
Business or professional net income (less loss) amount $1,850,000
Number of returns with net capital gain (less loss) 110
Net capital gain (less loss) amount $1,690,000
Number of returns with taxable individual retirement arrangements distributions 50
Taxable individual retirement arrangements distributions amount $1,211,000
Number of returns with taxable pensions and annuities 70
Taxable pensions and annuities amount $2,685,000
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 60
Taxable Social Security benefits amount $1,385,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $745,000
Number of returns with total statutory adjustments 130
Total statutory adjustments amount $670,000
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 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 40
Student loan interest deduction amount $46,000
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 160
Total itemized deductions amount $3,806,000
Amount of AGI for itemized returns $22,282,000
Number of returns with State and local income taxes 30
State and local income taxes amount $168,000
Number of returns with State and local general sales tax 110
State and local general sales tax amount $276,000
Number of returns with real estate taxes 150
Real estate taxes amount $538,000
Number of returns with taxes paid 160
Taxes paid amount $1,004,000
Number of returns with mortgage interest paid 130
Mortgage interest paid amount $1,039,000
Number of returns with contributions 150
Contributions amount $1,118,000
Number of returns with taxable income 280
Taxable income amount $29,272,000
Number of returns with income tax before credits 280
Income tax before credits amount $5,049,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 100
Total tax credits amount $119,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $7,000
Number of returns with child and dependent care credit 30
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 40
Child tax credit amount $59,000
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 $327,000
Number of returns with total tax payments 270
Total tax payments amount $4,987,000
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 280
Income tax amount [10] $4,930,000
Number of returns with tax liability 280
Total tax liability amount [11] $5,283,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 140
Tax due at time of filing amount [12] $875,000
Number of returns with overpayments refunded 130
Overpayments refunded amount [13] $520,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

Adjusted Gross Income: $200,000 or more

Number of returns 140
Number of single returns 20
Number of joint returns 110
Number of head of household returns 0
Number of returns with paid preparer's signature 110
Number of exemptions 360
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] 60
Adjust gross income (AGI) [5] $70,835,000
Number of returns with total income 140
Salaries and wages amount $72,316,000
Number of returns with salaries and wages 110
Salaries and wages amount $31,191
Number of returns with taxable interest 110
Taxable interest amount $1,384
Number of returns with ordinary dividends 90
Ordinary dividends amount $3,192,000
Number of returns with qualified dividends 80
Qualified dividends amount [6] $2,099
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) 40
Business or professional net income (less loss) amount $4,531,000
Number of returns with net capital gain (less loss) 90
Net capital gain (less loss) amount $18,308,000
Number of returns with taxable individual retirement arrangements distributions 30
Taxable individual retirement arrangements distributions amount $2,063,000
Number of returns with taxable pensions and annuities 30
Taxable pensions and annuities amount $1,846,000
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 30
Taxable Social Security benefits amount $905,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $7,442,000
Number of returns with total statutory adjustments 70
Total statutory adjustments amount $1,481,000
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 $275,000
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 $10,071,000
Amount of AGI for itemized returns $62,384,000
Number of returns with State and local income taxes 40
State and local income taxes amount $682,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $298,000
Number of returns with real estate taxes 110
Real estate taxes amount $747,000
Number of returns with taxes paid 120
Taxes paid amount $1,754,000
Number of returns with mortgage interest paid 80
Mortgage interest paid amount $947,000
Number of returns with contributions 110
Contributions amount $6,640,000
Number of returns with taxable income 140
Taxable income amount $59,708,000
Number of returns with income tax before credits 140
Income tax before credits amount $15,187,000
Number of returns with alternative minimum tax 40
Alternative minimum tax amount $276,000
Number of returns with total tax credits 70
Total tax credits amount $200,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $44,000
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 $703,000
Number of returns with total tax payments 140
Total tax payments amount $17,184,000
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 140
Income tax amount [10] $14,987,000
Number of returns with tax liability 140
Total tax liability amount [11] $16,590,000
Number of returns with net investment income tax 90
Net investment income tax $698,000
Number of returns with tax due at time of filing 60
Tax due at time of filing amount [12] $1,442,000
Number of returns with overpayments refunded 50
Overpayments refunded amount [13] $624,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $903,000

[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.