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ZIP Code Database - Facts & Stats

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ZIP Code 37411 Income Tax Stats

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

ZIP Code 37411 Data

Zip Code:37411
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]


37411 Income Tax Overview

Total Number of Tax Returns for ZIP Code 37411 [1] 8,440
Total Number of Single Tax Returns for ZIP Code 37411 1,690
Total Number of Joint Tax Returns for ZIP Code 37411 1,770
Total Number of Dependents for ZIP Code 37411 5,140
Total Adjusted Gross Income for ZIP Code 37411 $327,444,000
Average Income per Person for ZIP Code 37411 $18,619
Average Income per Household for ZIP Code 37411 $38,797

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 3,940
Number of single returns 2,470
Number of joint returns 270
Number of head of household returns 1,110
Number of returns with paid preparer's signature 1,390
Number of exemptions 5,960
Number of dependents 2,180
Total number of volunteer prepared returns [5] 410
Number of volunteer income tax assistance (VITA) prepared returns [3] 380
Number of tax counseling for the elderly (TCE) prepared returns [3] 30
Number of volunteer prepared returns with Earned Income Credit 140
Number of refund anticipation check returns [3] 940
Number of elderly returns [4] 690
Adjust gross income (AGI) [5] $51,535,000
Number of returns with total income 3,940
Salaries and wages amount $52,083,000
Number of returns with salaries and wages 3,410
Salaries and wages amount $43,310
Number of returns with taxable interest 190
Taxable interest amount $93
Number of returns with ordinary dividends 120
Ordinary dividends amount $142,000
Number of returns with qualified dividends 100
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) 550
Business or professional net income (less loss) amount $3,452,000
Number of returns with net capital gain (less loss) 90
Net capital gain (less loss) amount $51,000
Number of returns with taxable individual retirement arrangements distributions 140
Taxable individual retirement arrangements distributions amount $700,000
Number of returns with taxable pensions and annuities 420
Taxable pensions and annuities amount $3,605,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $261,000
Number of returns with taxable Social Security benefits 130
Taxable Social Security benefits amount $269,000
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 590
Total statutory adjustments amount $548,000
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 140
Student loan interest deduction amount $116,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $52,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 110
Total itemized deductions amount $1,385,000
Amount of AGI for itemized returns $1,715,000
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 70
State and local general sales tax amount $85,000
Number of returns with real estate taxes 80
Real estate taxes amount $117,000
Number of returns with taxes paid 100
Taxes paid amount $219,000
Number of returns with mortgage interest paid 70
Mortgage interest paid amount $288,000
Number of returns with contributions 80
Contributions amount $206,000
Number of returns with taxable income 1,730
Taxable income amount $10,215,000
Number of returns with income tax before credits 1,740
Income tax before credits amount $1,094,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 520
Total tax credits amount $162,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $9,000
Number of returns with nonrefundable education credit 120
Nonrefundable education credit amount $63,000
Number of returns with retirement savings contribution credit 220
Retirement savings contribution credit amount $34,000
Number of returns with child tax credit 170
Child tax credit amount $53,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 440
Self-employment tax amount $599,000
Number of returns with total tax payments 3,740
Total tax payments amount $9,868,000
Number of returns with earned income credit 1,770
Earned income credit amount [8] $4,804,000
Number of returns with excess earned income credit 1,610
Excess earned income credit (refundable) amount [9] $4,384,000
Number of returns with additional child tax credit 1,060
Additional child tax credit amount $1,338,000
Number of returns with refundable education credit 220
Refundable education credit amount $195,000
Number of returns with income tax 1,400
Income tax amount [10] $932,000
Number of returns with tax liability 1,820
Total tax liability amount [11] $1,629,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 290
Tax due at time of filing amount [12] $269,000
Number of returns with overpayments refunded 3,520
Overpayments refunded amount [13] $8,503,000
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 2,610
Number of single returns 1,320
Number of joint returns 400
Number of head of household returns 800
Number of returns with paid preparer's signature 960
Number of exemptions 4,760
Number of dependents 1,760
Total number of volunteer prepared returns [5] 240
Number of volunteer income tax assistance (VITA) prepared returns [3] 210
Number of tax counseling for the elderly (TCE) prepared returns [3] 30
Number of volunteer prepared returns with Earned Income Credit 30
Number of refund anticipation check returns [3] 630
Number of elderly returns [4] 490
Adjust gross income (AGI) [5] $92,531,000
Number of returns with total income 2,610
Salaries and wages amount $93,304,000
Number of returns with salaries and wages 2,390
Salaries and wages amount $81,375
Number of returns with taxable interest 220
Taxable interest amount $198
Number of returns with ordinary dividends 140
Ordinary dividends amount $281,000
Number of returns with qualified dividends 120
Qualified dividends amount [6] $204
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) 270
Business or professional net income (less loss) amount $1,738,000
Number of returns with net capital gain (less loss) 140
Net capital gain (less loss) amount $304,000
Number of returns with taxable individual retirement arrangements distributions 130
Taxable individual retirement arrangements distributions amount $1,162,000
Number of returns with taxable pensions and annuities 390
Taxable pensions and annuities amount $5,408,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $143,000
Number of returns with taxable Social Security benefits 330
Taxable Social Security benefits amount $2,074,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $500,000
Number of returns with total statutory adjustments 530
Total statutory adjustments amount $773,000
Number of returns with educator expenses 50
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 40
Self-employment health insurance deduction amount $117,000
Number of returns with IRA payments 40
IRA payments amount $103,000
Number of returns with student loan interest deduction 270
Student loan interest deduction amount $235,000
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 $4,857,000
Amount of AGI for itemized returns $12,649,000
Number of returns with State and local income taxes 40
State and local income taxes amount $50,000
Number of returns with State and local general sales tax 220
State and local general sales tax amount $341,000
Number of returns with real estate taxes 230
Real estate taxes amount $361,000
Number of returns with taxes paid 300
Taxes paid amount $848,000
Number of returns with mortgage interest paid 210
Mortgage interest paid amount $1,063,000
Number of returns with contributions 250
Contributions amount $1,012,000
Number of returns with taxable income 2,540
Taxable income amount $49,466,000
Number of returns with income tax before credits 2,540
Income tax before credits amount $6,133,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,140
Total tax credits amount $985,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 140
Child and dependent care credit amount $80,000
Number of returns with nonrefundable education credit 210
Nonrefundable education credit amount $226,000
Number of returns with retirement savings contribution credit 520
Retirement savings contribution credit amount $89,000
Number of returns with child tax credit 620
Child tax credit amount $562,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $27,000
Number of returns with self-employment tax 180
Self-employment tax amount $362,000
Number of returns with total tax payments 2,560
Total tax payments amount $10,737,000
Number of returns with earned income credit 690
Earned income credit amount [8] $1,403,000
Number of returns with excess earned income credit 570
Excess earned income credit (refundable) amount [9] $1,173,000
Number of returns with additional child tax credit 440
Additional child tax credit amount $606,000
Number of returns with refundable education credit 160
Refundable education credit amount $135,000
Number of returns with income tax 2,090
Income tax amount [10] $5,148,000
Number of returns with tax liability 2,170
Total tax liability amount [11] $5,589,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 430
Tax due at time of filing amount [12] $626,000
Number of returns with overpayments refunded 2,160
Overpayments refunded amount [13] $5,698,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $38,000

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

Number of returns 980
Number of single returns 390
Number of joint returns 400
Number of head of household returns 170
Number of returns with paid preparer's signature 390
Number of exemptions 1,940
Number of dependents 560
Total number of volunteer prepared returns [5] 60
Number of volunteer income tax assistance (VITA) prepared returns [3] 60
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] 180
Number of elderly returns [4] 270
Adjust gross income (AGI) [5] $59,404,000
Number of returns with total income 980
Salaries and wages amount $60,024,000
Number of returns with salaries and wages 870
Salaries and wages amount $47,380
Number of returns with taxable interest 190
Taxable interest amount $65
Number of returns with ordinary dividends 130
Ordinary dividends amount $177,000
Number of returns with qualified dividends 120
Qualified dividends amount [6] $120
Number of returns with state and local income tax refunds 40
State and local income tax refunds amount $38
Number of returns with business or professional net income (less loss) 150
Business or professional net income (less loss) amount $1,714,000
Number of returns with net capital gain (less loss) 100
Net capital gain (less loss) amount $453,000
Number of returns with taxable individual retirement arrangements distributions 90
Taxable individual retirement arrangements distributions amount $938,000
Number of returns with taxable pensions and annuities 240
Taxable pensions and annuities amount $5,724,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $105,000
Number of returns with taxable Social Security benefits 210
Taxable Social Security benefits amount $3,139,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $417,000
Number of returns with total statutory adjustments 310
Total statutory adjustments amount $620,000
Number of returns with educator expenses 50
Educator expenses amount $12,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $160,000
Number of returns with IRA payments 20
IRA payments amount $75,000
Number of returns with student loan interest deduction 180
Student loan interest deduction amount $184,000
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 290
Total itemized deductions amount $4,509,000
Amount of AGI for itemized returns $17,294,000
Number of returns with State and local income taxes 30
State and local income taxes amount $77,000
Number of returns with State and local general sales tax 200
State and local general sales tax amount $372,000
Number of returns with real estate taxes 250
Real estate taxes amount $506,000
Number of returns with taxes paid 280
Taxes paid amount $971,000
Number of returns with mortgage interest paid 220
Mortgage interest paid amount $1,021,000
Number of returns with contributions 240
Contributions amount $1,316,000
Number of returns with taxable income 980
Taxable income amount $40,031,000
Number of returns with income tax before credits 980
Income tax before credits amount $5,713,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 350
Total tax credits amount $472,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $31,000
Number of returns with nonrefundable education credit 70
Nonrefundable education credit amount $98,000
Number of returns with retirement savings contribution credit 80
Retirement savings contribution credit amount $12,000
Number of returns with child tax credit 210
Child tax credit amount $311,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $15,000
Number of returns with self-employment tax 120
Self-employment tax amount $293,000
Number of returns with total tax payments 980
Total tax payments amount $6,850,000
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 30
Additional child tax credit amount $47,000
Number of returns with refundable education credit 50
Refundable education credit amount $45,000
Number of returns with income tax 950
Income tax amount [10] $5,241,000
Number of returns with tax liability 960
Total tax liability amount [11] $5,571,000
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] $571,000
Number of returns with overpayments refunded 710
Overpayments refunded amount [13] $1,796,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 390
Number of single returns 100
Number of joint returns 260
Number of head of household returns 30
Number of returns with paid preparer's signature 160
Number of exemptions 880
Number of dependents 230
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] 40
Number of elderly returns [4] 150
Adjust gross income (AGI) [5] $33,697,000
Number of returns with total income 390
Salaries and wages amount $34,068,000
Number of returns with salaries and wages 340
Salaries and wages amount $24,712
Number of returns with taxable interest 130
Taxable interest amount $62
Number of returns with ordinary dividends 80
Ordinary dividends amount $293,000
Number of returns with qualified dividends 70
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) 90
Business or professional net income (less loss) amount $1,196,000
Number of returns with net capital gain (less loss) 70
Net capital gain (less loss) amount $530,000
Number of returns with taxable individual retirement arrangements distributions 40
Taxable individual retirement arrangements distributions amount $686,000
Number of returns with taxable pensions and annuities 120
Taxable pensions and annuities amount $3,999,000
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 100
Taxable Social Security benefits amount $2,110,000
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 150
Total statutory adjustments amount $371,000
Number of returns with educator expenses 20
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 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 30
IRA payments amount $145,000
Number of returns with student loan interest deduction 70
Student loan interest deduction amount $82,000
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 150
Total itemized deductions amount $3,028,000
Amount of AGI for itemized returns $13,352,000
Number of returns with State and local income taxes 20
State and local income taxes amount $65,000
Number of returns with State and local general sales tax 100
State and local general sales tax amount $229,000
Number of returns with real estate taxes 140
Real estate taxes amount $306,000
Number of returns with taxes paid 150
Taxes paid amount $626,000
Number of returns with mortgage interest paid 120
Mortgage interest paid amount $649,000
Number of returns with contributions 140
Contributions amount $1,038,000
Number of returns with taxable income 390
Taxable income amount $24,389,000
Number of returns with income tax before credits 390
Income tax before credits amount $3,749,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 140
Total tax credits amount $246,000
Number of returns with foreign tax credit 20
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $24,000
Number of returns with nonrefundable education credit 30
Nonrefundable education credit amount $40,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 90
Child tax credit amount $156,000
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 $221,000
Number of returns with total tax payments 380
Total tax payments amount $3,997,000
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 $19,000
Number of returns with income tax 390
Income tax amount [10] $3,503,000
Number of returns with tax liability 390
Total tax liability amount [11] $3,737,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 130
Tax due at time of filing amount [12] $495,000
Number of returns with overpayments refunded 250
Overpayments refunded amount [13] $722,000
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 430
Number of single returns 70
Number of joint returns 360
Number of head of household returns 0
Number of returns with paid preparer's signature 220
Number of exemptions 1,110
Number of dependents 320
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 40
Number of elderly returns [4] 150
Adjust gross income (AGI) [5] $56,705,000
Number of returns with total income 430
Salaries and wages amount $57,463,000
Number of returns with salaries and wages 370
Salaries and wages amount $38,081
Number of returns with taxable interest 200
Taxable interest amount $288
Number of returns with ordinary dividends 140
Ordinary dividends amount $901,000
Number of returns with qualified dividends 130
Qualified dividends amount [6] $632
Number of returns with state and local income tax refunds 20
State and local income tax refunds amount $24
Number of returns with business or professional net income (less loss) 130
Business or professional net income (less loss) amount $2,961,000
Number of returns with net capital gain (less loss) 140
Net capital gain (less loss) amount $1,261,000
Number of returns with taxable individual retirement arrangements distributions 80
Taxable individual retirement arrangements distributions amount $2,332,000
Number of returns with taxable pensions and annuities 150
Taxable pensions and annuities amount $7,139,000
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 110
Taxable Social Security benefits amount $3,027,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $745,000
Number of returns with total statutory adjustments 190
Total statutory adjustments amount $758,000
Number of returns with educator expenses 30
Educator expenses amount $10,000
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 $296,000
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 $74,000
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 230
Total itemized deductions amount $5,114,000
Amount of AGI for itemized returns $30,354,000
Number of returns with State and local income taxes 60
State and local income taxes amount $424,000
Number of returns with State and local general sales tax 160
State and local general sales tax amount $381,000
Number of returns with real estate taxes 210
Real estate taxes amount $601,000
Number of returns with taxes paid 220
Taxes paid amount $1,190,000
Number of returns with mortgage interest paid 170
Mortgage interest paid amount $1,080,000
Number of returns with contributions 210
Contributions amount $1,889,000
Number of returns with taxable income 430
Taxable income amount $44,549,000
Number of returns with income tax before credits 430
Income tax before credits amount $7,669,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 180
Total tax credits amount $241,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $15,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $24,000
Number of returns with nonrefundable education credit 40
Nonrefundable education credit amount $51,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 80
Child tax credit amount $118,000
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 $433,000
Number of returns with total tax payments 430
Total tax payments amount $7,922,000
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 30
Refundable education credit amount $27,000
Number of returns with income tax 430
Income tax amount [10] $7,428,000
Number of returns with tax liability 430
Total tax liability amount [11] $7,946,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 190
Tax due at time of filing amount [12] $965,000
Number of returns with overpayments refunded 220
Overpayments refunded amount [13] $795,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $305,000

Adjusted Gross Income: $200,000 or more

Number of returns 90
Number of single returns 0
Number of joint returns 80
Number of head of household returns 0
Number of returns with paid preparer's signature 70
Number of exemptions 260
Number of dependents 90
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] 40
Adjust gross income (AGI) [5] $33,572,000
Number of returns with total income 90
Salaries and wages amount $34,263,000
Number of returns with salaries and wages 80
Salaries and wages amount $19,643
Number of returns with taxable interest 60
Taxable interest amount $159
Number of returns with ordinary dividends 50
Ordinary dividends amount $1,887,000
Number of returns with qualified dividends 50
Qualified dividends amount [6] $1,701
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 $2,343,000
Number of returns with net capital gain (less loss) 60
Net capital gain (less loss) amount $3,706,000
Number of returns with taxable individual retirement arrangements distributions 20
Taxable individual retirement arrangements distributions amount $715,000
Number of returns with taxable pensions and annuities 20
Taxable pensions and annuities amount $1,015,000
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 $692,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $2,885,000
Number of returns with total statutory adjustments 50
Total statutory adjustments amount $691,000
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 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 80
Total itemized deductions amount $3,713,000
Amount of AGI for itemized returns $29,333,000
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 $210,000
Number of returns with real estate taxes 70
Real estate taxes amount $440,000
Number of returns with taxes paid 70
Taxes paid amount $769,000
Number of returns with mortgage interest paid 60
Mortgage interest paid amount $547,000
Number of returns with contributions 70
Contributions amount $1,921,000
Number of returns with taxable income 90
Taxable income amount $28,940,000
Number of returns with income tax before credits 90
Income tax before credits amount $7,302,000
Number of returns with alternative minimum tax 30
Alternative minimum tax amount $126,000
Number of returns with total tax credits 30
Total tax credits amount $24,000
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 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 40
Self-employment tax amount $274,000
Number of returns with total tax payments 90
Total tax payments amount $7,932,000
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 90
Income tax amount [10] $7,261,000
Number of returns with tax liability 90
Total tax liability amount [11] $7,784,000
Number of returns with net investment income tax 40
Net investment income tax $177,000
Number of returns with tax due at time of filing 50
Tax due at time of filing amount [12] $1,034,000
Number of returns with overpayments refunded 40
Overpayments refunded amount [13] $407,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

[1] The use of prior-year returns as a proxy for returns that are filed beyond the current processing year is consistent with SOI’s national, state, county, and ZIP code tabulations. A description of SOI’s sample, which is used as an input for the geographic data, and the use of prior-year returns, can be found at https://www.irs.gov/statistics/soi-tax-stats-individual-income-tax-returns-publication-1304-complete-report#_sec2.

[2] For complete individual income tax tabulations at the State level, see the historic table posted to Tax Stats at http://www.irs.gov/uac/SOI-Tax-Stats---Historic-Table-2.

[3] The "Number of volunteer prepared returns" shows counts of returns prepared by IRS-certified volunteers for taxpayers with limited income, persons with disabilities, limited English speaking taxpayers, current and former members of the military, and taxpayers who are 60 years of age and older.

[4] Includes primary taxpayers 60 years of age and older.

[5] Does not include returns with adjusted gross deficit.

[6] “Qualified dividends” are ordinary dividends received in tax years beginning after 2002 that meet certain conditions and receive preferential tax rates.

[7] Includes the Alaskan permanent fund, reported by residents of Alaska on Forms 1040A and 1040EZ's. 
This fund only applies to statistics in the totals, and the state of Alaska.

[8] Earned income credit includes both the refundable and non-refundable portions. The non-refundable portion could reduce income tax and certain related taxes to zero. The earned income credit amounts in excess of total tax liability, or amounts when there was no tax liability at all, were refundable. See footnote 9 below for explanation of the refundable portion of the earned income credit.

[9] The refundable portion of the earned income credit equals total income tax minus the earned income credit. If the result is negative, this amount is considered the refundable portion. No other refundable credits were taken into account for this calculation.

[10] Income tax reflects the amount reported on Form 1040 line 56. It also includes data from Form 1040A and 1040EZ filers.

[11] “Total tax liability” differs from “Income tax”, in that “Total tax liability” includes the taxes from recapture of certain prior-year credits, tax applicable to individual retirement arrangements (IRA's), social security taxes on self-employment income and on certain tip income, advanced earned income payments, household employment taxes, and certain other taxes listed in the Form 1040 instructions.

[12] Reflects payments to or withholdings made to "Total tax liability". This is the amount the tax filer owes when the income tax return is filed.

[13] The amount of overpayments the tax filer requested to have refunded.