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ZIP Code Database - Facts & Stats

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ZIP Code 37659 Income Tax Stats

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

ZIP Code 37659 Data

Zip Code:37659
City:Jonesborough
State:TN [Tennessee]
Counties: WASHINGTON, TN
City Alias(es):Jonesborough
Area Code:423
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


37659 Income Tax Overview

Total Number of Tax Returns for ZIP Code 37659 [1] 12,790
Total Number of Single Tax Returns for ZIP Code 37659 5,920
Total Number of Joint Tax Returns for ZIP Code 37659 6,260
Total Number of Dependents for ZIP Code 37659 6,920
Total Adjusted Gross Income for ZIP Code 37659 $780,152,000
Average Income per Person for ZIP Code 37659 $28,282
Average Income per Household for ZIP Code 37659 $60,997

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 4,680
Number of single returns 3,090
Number of joint returns 920
Number of head of household returns 590
Number of returns with paid preparer's signature 1,940
Number of exemptions 6,290
Number of dependents 1,530
Total number of volunteer prepared returns [5] 140
Number of volunteer income tax assistance (VITA) prepared returns [3] 30
Number of tax counseling for the elderly (TCE) prepared returns [3] 120
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 640
Number of elderly returns [4] 1,220
Adjust gross income (AGI) [5] $58,733,000
Number of returns with total income 4,680
Salaries and wages amount $59,830,000
Number of returns with salaries and wages 3,490
Salaries and wages amount $42,595
Number of returns with taxable interest 1,040
Taxable interest amount $444
Number of returns with ordinary dividends 300
Ordinary dividends amount $485,000
Number of returns with qualified dividends 260
Qualified dividends amount [6] $320
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) 670
Business or professional net income (less loss) amount $5,200,000
Number of returns with net capital gain (less loss) 290
Net capital gain (less loss) amount $446,000
Number of returns with taxable individual retirement arrangements distributions 370
Taxable individual retirement arrangements distributions amount $2,758,000
Number of returns with taxable pensions and annuities 800
Taxable pensions and annuities amount $7,700,000
Number of farm returns 120
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $243,000
Number of returns with taxable Social Security benefits 310
Taxable Social Security benefits amount $571,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $48,000
Number of returns with total statutory adjustments 760
Total statutory adjustments amount $1,097,000
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 80
Self-employment health insurance deduction amount $295,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 110
Student loan interest deduction amount $68,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $100,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 190
Total itemized deductions amount $2,707,000
Amount of AGI for itemized returns $2,968,000
Number of returns with State and local income taxes 30
State and local income taxes amount $34,000
Number of returns with State and local general sales tax 140
State and local general sales tax amount $186,000
Number of returns with real estate taxes 140
Real estate taxes amount $201,000
Number of returns with taxes paid 180
Taxes paid amount $405,000
Number of returns with mortgage interest paid 110
Mortgage interest paid amount $618,000
Number of returns with contributions 130
Contributions amount $350,000
Number of returns with taxable income 2,040
Taxable income amount $11,915,000
Number of returns with income tax before credits 2,070
Income tax before credits amount $1,274,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 470
Total tax credits amount $136,000
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 100
Nonrefundable education credit amount $55,000
Number of returns with retirement savings contribution credit 230
Retirement savings contribution credit amount $35,000
Number of returns with child tax credit 110
Child tax credit amount $33,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 580
Self-employment tax amount $843,000
Number of returns with total tax payments 4,260
Total tax payments amount $8,864,000
Number of returns with earned income credit 1,510
Earned income credit amount [8] $3,371,000
Number of returns with excess earned income credit 1,290
Excess earned income credit (refundable) amount [9] $2,894,000
Number of returns with additional child tax credit 740
Additional child tax credit amount $861,000
Number of returns with refundable education credit 140
Refundable education credit amount $116,000
Number of returns with income tax 1,810
Income tax amount [10] $1,138,000
Number of returns with tax liability 2,330
Total tax liability amount [11] $2,076,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 440
Tax due at time of filing amount [12] $382,000
Number of returns with overpayments refunded 3,980
Overpayments refunded amount [13] $7,129,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $30,000

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

Number of returns 3,010
Number of single returns 1,260
Number of joint returns 1,230
Number of head of household returns 420
Number of returns with paid preparer's signature 1,330
Number of exemptions 5,860
Number of dependents 1,620
Total number of volunteer prepared returns [5] 90
Number of volunteer income tax assistance (VITA) prepared returns [3] 20
Number of tax counseling for the elderly (TCE) prepared returns [3] 70
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 460
Number of elderly returns [4] 830
Adjust gross income (AGI) [5] $109,455,000
Number of returns with total income 3,010
Salaries and wages amount $110,750,000
Number of returns with salaries and wages 2,510
Salaries and wages amount $84,574
Number of returns with taxable interest 1,020
Taxable interest amount $472
Number of returns with ordinary dividends 280
Ordinary dividends amount $411,000
Number of returns with qualified dividends 260
Qualified dividends amount [6] $255
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) 390
Business or professional net income (less loss) amount $4,435,000
Number of returns with net capital gain (less loss) 260
Net capital gain (less loss) amount $524,000
Number of returns with taxable individual retirement arrangements distributions 320
Taxable individual retirement arrangements distributions amount $3,598,000
Number of returns with taxable pensions and annuities 720
Taxable pensions and annuities amount $11,959,000
Number of farm returns 110
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $220,000
Number of returns with taxable Social Security benefits 750
Taxable Social Security benefits amount $4,817,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $166,000
Number of returns with total statutory adjustments 660
Total statutory adjustments amount $1,295,000
Number of returns with educator expenses 80
Educator expenses amount $19,000
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $285,000
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $283,000
Number of returns with IRA payments 60
IRA payments amount $227,000
Number of returns with student loan interest deduction 230
Student loan interest deduction amount $223,000
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 380
Total itemized deductions amount $6,090,000
Amount of AGI for itemized returns $14,487,000
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 280
State and local general sales tax amount $458,000
Number of returns with real estate taxes 310
Real estate taxes amount $506,000
Number of returns with taxes paid 370
Taxes paid amount $1,064,000
Number of returns with mortgage interest paid 260
Mortgage interest paid amount $1,519,000
Number of returns with contributions 250
Contributions amount $976,000
Number of returns with taxable income 2,900
Taxable income amount $54,656,000
Number of returns with income tax before credits 2,890
Income tax before credits amount $6,646,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,130
Total tax credits amount $842,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $43,000
Number of returns with nonrefundable education credit 150
Nonrefundable education credit amount $133,000
Number of returns with retirement savings contribution credit 560
Retirement savings contribution credit amount $117,000
Number of returns with child tax credit 590
Child tax credit amount $532,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $13,000
Number of returns with self-employment tax 320
Self-employment tax amount $771,000
Number of returns with total tax payments 2,940
Total tax payments amount $12,878,000
Number of returns with earned income credit 710
Earned income credit amount [8] $1,492,000
Number of returns with excess earned income credit 560
Excess earned income credit (refundable) amount [9] $1,146,000
Number of returns with additional child tax credit 470
Additional child tax credit amount $617,000
Number of returns with refundable education credit 110
Refundable education credit amount $84,000
Number of returns with income tax 2,460
Income tax amount [10] $5,803,000
Number of returns with tax liability 2,600
Total tax liability amount [11] $6,715,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 440
Tax due at time of filing amount [12] $617,000
Number of returns with overpayments refunded 2,540
Overpayments refunded amount [13] $6,717,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $46,000

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

Number of returns 1,910
Number of single returns 460
Number of joint returns 1,300
Number of head of household returns 110
Number of returns with paid preparer's signature 960
Number of exemptions 4,420
Number of dependents 1,210
Total number of volunteer prepared returns [5] 30
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 30
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 210
Number of elderly returns [4] 560
Adjust gross income (AGI) [5] $117,802,000
Number of returns with total income 1,910
Salaries and wages amount $119,071,000
Number of returns with salaries and wages 1,640
Salaries and wages amount $89,448
Number of returns with taxable interest 970
Taxable interest amount $513
Number of returns with ordinary dividends 280
Ordinary dividends amount $638,000
Number of returns with qualified dividends 250
Qualified dividends amount [6] $408
Number of returns with state and local income tax refunds 40
State and local income tax refunds amount $26
Number of returns with business or professional net income (less loss) 310
Business or professional net income (less loss) amount $3,668,000
Number of returns with net capital gain (less loss) 250
Net capital gain (less loss) amount $931,000
Number of returns with taxable individual retirement arrangements distributions 230
Taxable individual retirement arrangements distributions amount $3,274,000
Number of returns with taxable pensions and annuities 540
Taxable pensions and annuities amount $13,021,000
Number of farm returns 80
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $131,000
Number of returns with taxable Social Security benefits 500
Taxable Social Security benefits amount $7,397,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $187,000
Number of returns with total statutory adjustments 580
Total statutory adjustments amount $1,269,000
Number of returns with educator expenses 70
Educator expenses amount $17,000
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 $138,000
Number of returns with student loan interest deduction 250
Student loan interest deduction amount $298,000
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 430
Total itemized deductions amount $7,533,000
Amount of AGI for itemized returns $26,752,000
Number of returns with State and local income taxes 40
State and local income taxes amount $74,000
Number of returns with State and local general sales tax 330
State and local general sales tax amount $679,000
Number of returns with real estate taxes 380
Real estate taxes amount $647,000
Number of returns with taxes paid 430
Taxes paid amount $1,434,000
Number of returns with mortgage interest paid 330
Mortgage interest paid amount $2,053,000
Number of returns with contributions 320
Contributions amount $1,526,000
Number of returns with taxable income 1,910
Taxable income amount $75,350,000
Number of returns with income tax before credits 1,900
Income tax before credits amount $10,232,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 850
Total tax credits amount $1,150,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 80
Child and dependent care credit amount $36,000
Number of returns with nonrefundable education credit 140
Nonrefundable education credit amount $164,000
Number of returns with retirement savings contribution credit 270
Retirement savings contribution credit amount $43,000
Number of returns with child tax credit 550
Child tax credit amount $860,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $17,000
Number of returns with self-employment tax 250
Self-employment tax amount $696,000
Number of returns with total tax payments 1,890
Total tax payments amount $13,006,000
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 90
Additional child tax credit amount $99,000
Number of returns with refundable education credit 80
Refundable education credit amount $69,000
Number of returns with income tax 1,830
Income tax amount [10] $9,082,000
Number of returns with tax liability 1,860
Total tax liability amount [11] $9,898,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 420
Tax due at time of filing amount [12] $1,016,000
Number of returns with overpayments refunded 1,460
Overpayments refunded amount [13] $4,022,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $84,000

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

Number of returns 1,360
Number of single returns 150
Number of joint returns 1,160
Number of head of household returns 40
Number of returns with paid preparer's signature 660
Number of exemptions 3,560
Number of dependents 1,040
Total number of volunteer prepared returns [5] 20
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 20
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 120
Number of elderly returns [4] 430
Adjust gross income (AGI) [5] $117,367,000
Number of returns with total income 1,360
Salaries and wages amount $118,662,000
Number of returns with salaries and wages 1,160
Salaries and wages amount $88,358
Number of returns with taxable interest 830
Taxable interest amount $622
Number of returns with ordinary dividends 280
Ordinary dividends amount $1,023,000
Number of returns with qualified dividends 270
Qualified dividends amount [6] $683
Number of returns with state and local income tax refunds 30
State and local income tax refunds amount $19
Number of returns with business or professional net income (less loss) 210
Business or professional net income (less loss) amount $3,255,000
Number of returns with net capital gain (less loss) 250
Net capital gain (less loss) amount $1,205,000
Number of returns with taxable individual retirement arrangements distributions 220
Taxable individual retirement arrangements distributions amount $3,812,000
Number of returns with taxable pensions and annuities 440
Taxable pensions and annuities amount $12,782,000
Number of farm returns 50
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $116,000
Number of returns with taxable Social Security benefits 370
Taxable Social Security benefits amount $7,419,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $457,000
Number of returns with total statutory adjustments 460
Total statutory adjustments amount $1,295,000
Number of returns with educator expenses 60
Educator expenses amount $18,000
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 $235,000
Number of returns with IRA payments 40
IRA payments amount $120,000
Number of returns with student loan interest deduction 220
Student loan interest deduction amount $252,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 20
Domestic production activities deduction amount $308,000
Number of returns with itemized deductions 420
Total itemized deductions amount $8,363,000
Amount of AGI for itemized returns $36,518,000
Number of returns with State and local income taxes 50
State and local income taxes amount $128,000
Number of returns with State and local general sales tax 300
State and local general sales tax amount $786,000
Number of returns with real estate taxes 390
Real estate taxes amount $761,000
Number of returns with taxes paid 410
Taxes paid amount $1,701,000
Number of returns with mortgage interest paid 340
Mortgage interest paid amount $2,337,000
Number of returns with contributions 350
Contributions amount $2,046,000
Number of returns with taxable income 1,360
Taxable income amount $82,891,000
Number of returns with income tax before credits 1,350
Income tax before credits amount $11,598,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 610
Total tax credits amount $1,034,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $6,000
Number of returns with child and dependent care credit 120
Child and dependent care credit amount $62,000
Number of returns with nonrefundable education credit 130
Nonrefundable education credit amount $174,000
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 $719,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 170
Self-employment tax amount $599,000
Number of returns with total tax payments 1,350
Total tax payments amount $13,876,000
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 90
Refundable education credit amount $82,000
Number of returns with income tax 1,340
Income tax amount [10] $10,564,000
Number of returns with tax liability 1,340
Total tax liability amount [11] $11,306,000
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] $916,000
Number of returns with overpayments refunded 1,040
Overpayments refunded amount [13] $3,370,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $103,000

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

Number of returns 1,420
Number of single returns 110
Number of joint returns 1,280
Number of head of household returns 30
Number of returns with paid preparer's signature 750
Number of exemptions 3,820
Number of dependents 1,120
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 90
Number of elderly returns [4] 460
Adjust gross income (AGI) [5] $185,699,000
Number of returns with total income 1,420
Salaries and wages amount $187,706,000
Number of returns with salaries and wages 1,250
Salaries and wages amount $138,044
Number of returns with taxable interest 960
Taxable interest amount $1,143
Number of returns with ordinary dividends 400
Ordinary dividends amount $1,574,000
Number of returns with qualified dividends 370
Qualified dividends amount [6] $1,097
Number of returns with state and local income tax refunds 60
State and local income tax refunds amount $65
Number of returns with business or professional net income (less loss) 280
Business or professional net income (less loss) amount $7,128,000
Number of returns with net capital gain (less loss) 380
Net capital gain (less loss) amount $4,209,000
Number of returns with taxable individual retirement arrangements distributions 240
Taxable individual retirement arrangements distributions amount $6,913,000
Number of returns with taxable pensions and annuities 450
Taxable pensions and annuities amount $16,946,000
Number of farm returns 90
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $100,000
Number of returns with taxable Social Security benefits 350
Taxable Social Security benefits amount $8,396,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $2,434,000
Number of returns with total statutory adjustments 550
Total statutory adjustments amount $2,007,000
Number of returns with educator expenses 100
Educator expenses amount $27,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $380,000
Number of returns with IRA payments 40
IRA payments amount $194,000
Number of returns with student loan interest deduction 220
Student loan interest deduction amount $269,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $67,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 670
Total itemized deductions amount $14,650,000
Amount of AGI for itemized returns $91,372,000
Number of returns with State and local income taxes 90
State and local income taxes amount $455,000
Number of returns with State and local general sales tax 520
State and local general sales tax amount $1,557,000
Number of returns with real estate taxes 640
Real estate taxes amount $1,551,000
Number of returns with taxes paid 670
Taxes paid amount $3,657,000
Number of returns with mortgage interest paid 570
Mortgage interest paid amount $4,523,000
Number of returns with contributions 580
Contributions amount $4,166,000
Number of returns with taxable income 1,420
Taxable income amount $146,028,000
Number of returns with income tax before credits 1,420
Income tax before credits amount $24,649,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 590
Total tax credits amount $792,000
Number of returns with foreign tax credit 130
Foreign tax credit amount $11,000
Number of returns with child and dependent care credit 140
Child and dependent care credit amount $78,000
Number of returns with nonrefundable education credit 150
Nonrefundable education credit amount $201,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 290
Child tax credit amount $407,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $14,000
Number of returns with self-employment tax 230
Self-employment tax amount $1,173,000
Number of returns with total tax payments 1,410
Total tax payments amount $26,181,000
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 130
Refundable education credit amount $112,000
Number of returns with income tax 1,420
Income tax amount [10] $23,856,000
Number of returns with tax liability 1,420
Total tax liability amount [11] $25,245,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 500
Tax due at time of filing amount [12] $2,698,000
Number of returns with overpayments refunded 890
Overpayments refunded amount [13] $3,460,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $136,000

Adjusted Gross Income: $200,000 or more

Number of returns 410
Number of single returns 30
Number of joint returns 370
Number of head of household returns 0
Number of returns with paid preparer's signature 310
Number of exemptions 1,170
Number of dependents 400
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] 140
Adjust gross income (AGI) [5] $191,096,000
Number of returns with total income 410
Salaries and wages amount $195,548,000
Number of returns with salaries and wages 340
Salaries and wages amount $116,432
Number of returns with taxable interest 360
Taxable interest amount $1,356
Number of returns with ordinary dividends 230
Ordinary dividends amount $4,982,000
Number of returns with qualified dividends 220
Qualified dividends amount [6] $3,885
Number of returns with state and local income tax refunds 40
State and local income tax refunds amount $57
Number of returns with business or professional net income (less loss) 120
Business or professional net income (less loss) amount $13,827,000
Number of returns with net capital gain (less loss) 250
Net capital gain (less loss) amount $19,670,000
Number of returns with taxable individual retirement arrangements distributions 70
Taxable individual retirement arrangements distributions amount $3,130,000
Number of returns with taxable pensions and annuities 110
Taxable pensions and annuities amount $4,868,000
Number of farm returns 40
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 80
Taxable Social Security benefits amount $1,966,000
Number of returns with partnership/S-corp net income (less loss) 160
Partnership/S-corp net income (less loss) amount $22,278,000
Number of returns with total statutory adjustments 200
Total statutory adjustments amount $4,452,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $1,585,000
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $819,000
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 340
Total itemized deductions amount $15,034,000
Amount of AGI for itemized returns $151,065,000
Number of returns with State and local income taxes 60
State and local income taxes amount $791,000
Number of returns with State and local general sales tax 260
State and local general sales tax amount $1,316,000
Number of returns with real estate taxes 330
Real estate taxes amount $1,887,000
Number of returns with taxes paid 340
Taxes paid amount $4,050,000
Number of returns with mortgage interest paid 260
Mortgage interest paid amount $3,388,000
Number of returns with contributions 320
Contributions amount $7,373,000
Number of returns with taxable income 410
Taxable income amount $172,374,000
Number of returns with income tax before credits 410
Income tax before credits amount $47,913,000
Number of returns with alternative minimum tax 90
Alternative minimum tax amount $389,000
Number of returns with total tax credits 160
Total tax credits amount $140,000
Number of returns with foreign tax credit 120
Foreign tax credit amount $71,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $13,000
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 150
Self-employment tax amount $1,938,000
Number of returns with total tax payments 400
Total tax payments amount $48,089,000
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 410
Income tax amount [10] $47,773,000
Number of returns with tax liability 410
Total tax liability amount [11] $51,035,000
Number of returns with net investment income tax 230
Net investment income tax $728,000
Number of returns with tax due at time of filing 210
Tax due at time of filing amount [12] $6,011,000
Number of returns with overpayments refunded 160
Overpayments refunded amount [13] $1,860,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $1,158,000

[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.