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ZIP Code Database - Facts & Stats

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ZIP Code 37801 Income Tax Stats

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

ZIP Code 37801 Data

Zip Code:37801
City:Maryville
State:TN [Tennessee]
Counties: BLOUNT, TN
City Alias(es):Maryville
Area Code:865
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


37801 Income Tax Overview

Total Number of Tax Returns for ZIP Code 37801 [1] 12,320
Total Number of Single Tax Returns for ZIP Code 37801 5,040
Total Number of Joint Tax Returns for ZIP Code 37801 5,210
Total Number of Dependents for ZIP Code 37801 7,080
Total Adjusted Gross Income for ZIP Code 37801 $632,373,000
Average Income per Person for ZIP Code 37801 $25,170
Average Income per Household for ZIP Code 37801 $51,329

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 4,610
Number of single returns 3,020
Number of joint returns 720
Number of head of household returns 750
Number of returns with paid preparer's signature 1,870
Number of exemptions 6,430
Number of dependents 1,880
Total number of volunteer prepared returns [5] 240
Number of volunteer income tax assistance (VITA) prepared returns [3] 40
Number of tax counseling for the elderly (TCE) prepared returns [3] 200
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 800
Number of elderly returns [4] 1,020
Adjust gross income (AGI) [5] $58,913,000
Number of returns with total income 4,610
Salaries and wages amount $59,798,000
Number of returns with salaries and wages 3,570
Salaries and wages amount $44,697
Number of returns with taxable interest 530
Taxable interest amount $323
Number of returns with ordinary dividends 270
Ordinary dividends amount $379,000
Number of returns with qualified dividends 230
Qualified dividends amount [6] $239
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) 610
Business or professional net income (less loss) amount $4,874,000
Number of returns with net capital gain (less loss) 200
Net capital gain (less loss) amount $180,000
Number of returns with taxable individual retirement arrangements distributions 300
Taxable individual retirement arrangements distributions amount $1,881,000
Number of returns with taxable pensions and annuities 680
Taxable pensions and annuities amount $6,542,000
Number of farm returns 40
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $218,000
Number of returns with taxable Social Security benefits 260
Taxable Social Security benefits amount $538,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount ($39,000)
Number of returns with total statutory adjustments 700
Total statutory adjustments amount $885,000
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 50
Self-employment health insurance deduction amount $163,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 120
Student loan interest deduction amount $99,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $57,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 180
Total itemized deductions amount $2,885,000
Amount of AGI for itemized returns $2,642,000
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 130
State and local general sales tax amount $144,000
Number of returns with real estate taxes 140
Real estate taxes amount $209,000
Number of returns with taxes paid 170
Taxes paid amount $362,000
Number of returns with mortgage interest paid 100
Mortgage interest paid amount $653,000
Number of returns with contributions 120
Contributions amount $328,000
Number of returns with taxable income 2,040
Taxable income amount $12,226,000
Number of returns with income tax before credits 2,040
Income tax before credits amount $1,311,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 460
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 20
Child and dependent care credit amount $8,000
Number of returns with nonrefundable education credit 90
Nonrefundable education credit amount $48,000
Number of returns with retirement savings contribution credit 210
Retirement savings contribution credit amount $34,000
Number of returns with child tax credit 150
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 550
Self-employment tax amount $767,000
Number of returns with total tax payments 4,250
Total tax payments amount $9,694,000
Number of returns with earned income credit 1,590
Earned income credit amount [8] $4,032,000
Number of returns with excess earned income credit 1,430
Excess earned income credit (refundable) amount [9] $3,510,000
Number of returns with additional child tax credit 910
Additional child tax credit amount $1,101,000
Number of returns with refundable education credit 120
Refundable education credit amount $99,000
Number of returns with income tax 1,770
Income tax amount [10] $1,175,000
Number of returns with tax liability 2,260
Total tax liability amount [11] $2,013,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 360
Tax due at time of filing amount [12] $290,000
Number of returns with overpayments refunded 4,030
Overpayments refunded amount [13] $7,937,000
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 3,160
Number of single returns 1,430
Number of joint returns 1,080
Number of head of household returns 510
Number of returns with paid preparer's signature 1,350
Number of exemptions 6,100
Number of dependents 1,880
Total number of volunteer prepared returns [5] 80
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 80
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 560
Number of elderly returns [4] 710
Adjust gross income (AGI) [5] $114,126,000
Number of returns with total income 3,160
Salaries and wages amount $115,347,000
Number of returns with salaries and wages 2,680
Salaries and wages amount $92,607
Number of returns with taxable interest 510
Taxable interest amount $355
Number of returns with ordinary dividends 280
Ordinary dividends amount $527,000
Number of returns with qualified dividends 250
Qualified dividends amount [6] $340
Number of returns with state and local income tax refunds 40
State and local income tax refunds amount $33
Number of returns with business or professional net income (less loss) 370
Business or professional net income (less loss) amount $4,062,000
Number of returns with net capital gain (less loss) 230
Net capital gain (less loss) amount $639,000
Number of returns with taxable individual retirement arrangements distributions 280
Taxable individual retirement arrangements distributions amount $2,714,000
Number of returns with taxable pensions and annuities 600
Taxable pensions and annuities amount $9,979,000
Number of farm returns 30
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $157,000
Number of returns with taxable Social Security benefits 610
Taxable Social Security benefits amount $4,013,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $335,000
Number of returns with total statutory adjustments 620
Total statutory adjustments amount $1,221,000
Number of returns with educator expenses 60
Educator expenses amount $14,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $241,000
Number of returns with IRA payments 40
IRA payments amount $123,000
Number of returns with student loan interest deduction 250
Student loan interest deduction amount $244,000
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 340
Total itemized deductions amount $5,770,000
Amount of AGI for itemized returns $13,065,000
Number of returns with State and local income taxes 30
State and local income taxes amount $39,000
Number of returns with State and local general sales tax 260
State and local general sales tax amount $367,000
Number of returns with real estate taxes 270
Real estate taxes amount $431,000
Number of returns with taxes paid 330
Taxes paid amount $866,000
Number of returns with mortgage interest paid 230
Mortgage interest paid amount $1,427,000
Number of returns with contributions 230
Contributions amount $1,013,000
Number of returns with taxable income 3,040
Taxable income amount $58,318,000
Number of returns with income tax before credits 3,020
Income tax before credits amount $7,168,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,180
Total tax credits amount $934,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 130
Child and dependent care credit amount $62,000
Number of returns with nonrefundable education credit 140
Nonrefundable education credit amount $133,000
Number of returns with retirement savings contribution credit 560
Retirement savings contribution credit amount $111,000
Number of returns with child tax credit 670
Child tax credit amount $613,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 290
Self-employment tax amount $727,000
Number of returns with total tax payments 3,080
Total tax payments amount $13,596,000
Number of returns with earned income credit 770
Earned income credit amount [8] $1,670,000
Number of returns with excess earned income credit 630
Excess earned income credit (refundable) amount [9] $1,376,000
Number of returns with additional child tax credit 510
Additional child tax credit amount $751,000
Number of returns with refundable education credit 100
Refundable education credit amount $78,000
Number of returns with income tax 2,550
Income tax amount [10] $6,234,000
Number of returns with tax liability 2,680
Total tax liability amount [11] $7,095,000
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] $730,000
Number of returns with overpayments refunded 2,680
Overpayments refunded amount [13] $7,142,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $83,000

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

Number of returns 1,850
Number of single returns 540
Number of joint returns 1,120
Number of head of household returns 150
Number of returns with paid preparer's signature 860
Number of exemptions 4,150
Number of dependents 1,180
Total number of volunteer prepared returns [5] 60
Number of volunteer income tax assistance (VITA) prepared returns [3] 20
Number of tax counseling for the elderly (TCE) prepared returns [3] 40
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 240
Number of elderly returns [4] 550
Adjust gross income (AGI) [5] $113,753,000
Number of returns with total income 1,850
Salaries and wages amount $114,765,000
Number of returns with salaries and wages 1,580
Salaries and wages amount $86,810
Number of returns with taxable interest 470
Taxable interest amount $398
Number of returns with ordinary dividends 260
Ordinary dividends amount $818,000
Number of returns with qualified dividends 240
Qualified dividends amount [6] $561
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) 250
Business or professional net income (less loss) amount $1,833,000
Number of returns with net capital gain (less loss) 250
Net capital gain (less loss) amount $1,032,000
Number of returns with taxable individual retirement arrangements distributions 230
Taxable individual retirement arrangements distributions amount $2,740,000
Number of returns with taxable pensions and annuities 520
Taxable pensions and annuities amount $12,507,000
Number of farm returns 40
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $118,000
Number of returns with taxable Social Security benefits 470
Taxable Social Security benefits amount $7,280,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $927,000
Number of returns with total statutory adjustments 490
Total statutory adjustments amount $1,012,000
Number of returns with educator expenses 60
Educator expenses amount $15,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $178,000
Number of returns with IRA payments 30
IRA payments amount $133,000
Number of returns with student loan interest deduction 240
Student loan interest deduction amount $247,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 410
Total itemized deductions amount $7,101,000
Amount of AGI for itemized returns $25,210,000
Number of returns with State and local income taxes 30
State and local income taxes amount $71,000
Number of returns with State and local general sales tax 320
State and local general sales tax amount $585,000
Number of returns with real estate taxes 360
Real estate taxes amount $602,000
Number of returns with taxes paid 410
Taxes paid amount $1,304,000
Number of returns with mortgage interest paid 310
Mortgage interest paid amount $1,999,000
Number of returns with contributions 320
Contributions amount $1,352,000
Number of returns with taxable income 1,850
Taxable income amount $74,070,000
Number of returns with income tax before credits 1,840
Income tax before credits amount $10,141,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 770
Total tax credits amount $1,054,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $50,000
Number of returns with nonrefundable education credit 110
Nonrefundable education credit amount $132,000
Number of returns with retirement savings contribution credit 220
Retirement savings contribution credit amount $36,000
Number of returns with child tax credit 520
Child tax credit amount $795,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $23,000
Number of returns with self-employment tax 190
Self-employment tax amount $524,000
Number of returns with total tax payments 1,830
Total tax payments amount $12,651,000
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 $120,000
Number of returns with refundable education credit 70
Refundable education credit amount $66,000
Number of returns with income tax 1,760
Income tax amount [10] $9,087,000
Number of returns with tax liability 1,790
Total tax liability amount [11] $9,705,000
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] $899,000
Number of returns with overpayments refunded 1,400
Overpayments refunded amount [13] $3,761,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $60,000

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

Number of returns 1,160
Number of single returns 180
Number of joint returns 930
Number of head of household returns 40
Number of returns with paid preparer's signature 590
Number of exemptions 2,950
Number of dependents 860
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] 110
Number of elderly returns [4] 370
Adjust gross income (AGI) [5] $100,691,000
Number of returns with total income 1,160
Salaries and wages amount $101,634,000
Number of returns with salaries and wages 990
Salaries and wages amount $74,714
Number of returns with taxable interest 400
Taxable interest amount $328
Number of returns with ordinary dividends 220
Ordinary dividends amount $770,000
Number of returns with qualified dividends 210
Qualified dividends amount [6] $558
Number of returns with state and local income tax refunds 30
State and local income tax refunds amount $20
Number of returns with business or professional net income (less loss) 180
Business or professional net income (less loss) amount $2,915,000
Number of returns with net capital gain (less loss) 190
Net capital gain (less loss) amount $819,000
Number of returns with taxable individual retirement arrangements distributions 170
Taxable individual retirement arrangements distributions amount $2,948,000
Number of returns with taxable pensions and annuities 360
Taxable pensions and annuities amount $11,386,000
Number of farm returns 30
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $201,000
Number of returns with taxable Social Security benefits 300
Taxable Social Security benefits amount $6,143,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $855,000
Number of returns with total statutory adjustments 360
Total statutory adjustments amount $943,000
Number of returns with educator expenses 50
Educator expenses amount $13,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 20
Self-employment health insurance deduction amount $138,000
Number of returns with IRA payments 30
IRA payments amount $109,000
Number of returns with student loan interest deduction 160
Student loan interest deduction amount $182,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $53,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 360
Total itemized deductions amount $7,008,000
Amount of AGI for itemized returns $31,396,000
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 290
State and local general sales tax amount $670,000
Number of returns with real estate taxes 340
Real estate taxes amount $688,000
Number of returns with taxes paid 360
Taxes paid amount $1,472,000
Number of returns with mortgage interest paid 300
Mortgage interest paid amount $2,103,000
Number of returns with contributions 300
Contributions amount $1,790,000
Number of returns with taxable income 1,160
Taxable income amount $72,042,000
Number of returns with income tax before credits 1,160
Income tax before credits amount $10,391,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 490
Total tax credits amount $831,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $62,000
Number of returns with nonrefundable education credit 90
Nonrefundable education credit amount $119,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 370
Child tax credit amount $602,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 150
Self-employment tax amount $559,000
Number of returns with total tax payments 1,150
Total tax payments amount $11,982,000
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 60
Refundable education credit amount $60,000
Number of returns with income tax 1,150
Income tax amount [10] $9,560,000
Number of returns with tax liability 1,150
Total tax liability amount [11] $10,171,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 310
Tax due at time of filing amount [12] $882,000
Number of returns with overpayments refunded 830
Overpayments refunded amount [13] $2,619,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $54,000

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

Number of returns 1,310
Number of single returns 110
Number of joint returns 1,160
Number of head of household returns 30
Number of returns with paid preparer's signature 680
Number of exemptions 3,560
Number of dependents 1,100
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] 80
Number of elderly returns [4] 410
Adjust gross income (AGI) [5] $172,894,000
Number of returns with total income 1,310
Salaries and wages amount $174,602,000
Number of returns with salaries and wages 1,130
Salaries and wages amount $125,565
Number of returns with taxable interest 600
Taxable interest amount $763
Number of returns with ordinary dividends 410
Ordinary dividends amount $2,025,000
Number of returns with qualified dividends 380
Qualified dividends amount [6] $1,543
Number of returns with state and local income tax refunds 50
State and local income tax refunds amount $61
Number of returns with business or professional net income (less loss) 250
Business or professional net income (less loss) amount $4,480,000
Number of returns with net capital gain (less loss) 360
Net capital gain (less loss) amount $4,125,000
Number of returns with taxable individual retirement arrangements distributions 250
Taxable individual retirement arrangements distributions amount $7,456,000
Number of returns with taxable pensions and annuities 430
Taxable pensions and annuities amount $17,799,000
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 310
Taxable Social Security benefits amount $7,205,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $3,066,000
Number of returns with total statutory adjustments 480
Total statutory adjustments amount $1,708,000
Number of returns with educator expenses 90
Educator expenses amount $24,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $740,000
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $396,000
Number of returns with IRA payments 40
IRA payments amount $270,000
Number of returns with student loan interest deduction 190
Student loan interest deduction amount $250,000
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 630
Total itemized deductions amount $14,822,000
Amount of AGI for itemized returns $86,324,000
Number of returns with State and local income taxes 70
State and local income taxes amount $387,000
Number of returns with State and local general sales tax 480
State and local general sales tax amount $1,572,000
Number of returns with real estate taxes 590
Real estate taxes amount $1,460,000
Number of returns with taxes paid 630
Taxes paid amount $3,551,000
Number of returns with mortgage interest paid 530
Mortgage interest paid amount $4,296,000
Number of returns with contributions 570
Contributions amount $4,018,000
Number of returns with taxable income 1,310
Taxable income amount $135,185,000
Number of returns with income tax before credits 1,300
Income tax before credits amount $22,970,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 540
Total tax credits amount $671,000
Number of returns with foreign tax credit 130
Foreign tax credit amount $18,000
Number of returns with child and dependent care credit 120
Child and dependent care credit amount $78,000
Number of returns with nonrefundable education credit 120
Nonrefundable education credit amount $163,000
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 $384,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $8,000
Number of returns with self-employment tax 210
Self-employment tax amount $974,000
Number of returns with total tax payments 1,300
Total tax payments amount $24,010,000
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 110
Refundable education credit amount $101,000
Number of returns with income tax 1,300
Income tax amount [10] $22,300,000
Number of returns with tax liability 1,300
Total tax liability amount [11] $23,485,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 490
Tax due at time of filing amount [12] $2,353,000
Number of returns with overpayments refunded 780
Overpayments refunded amount [13] $2,727,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $117,000

Adjusted Gross Income: $200,000 or more

Number of returns 230
Number of single returns 30
Number of joint returns 200
Number of head of household returns 0
Number of returns with paid preparer's signature 160
Number of exemptions 600
Number of dependents 180
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] 90
Adjust gross income (AGI) [5] $71,996,000
Number of returns with total income 230
Salaries and wages amount $73,446,000
Number of returns with salaries and wages 200
Salaries and wages amount $46,923
Number of returns with taxable interest 170
Taxable interest amount $693
Number of returns with ordinary dividends 120
Ordinary dividends amount $1,125,000
Number of returns with qualified dividends 110
Qualified dividends amount [6] $945
Number of returns with state and local income tax refunds 20
State and local income tax refunds amount $39
Number of returns with business or professional net income (less loss) 60
Business or professional net income (less loss) amount $4,179,000
Number of returns with net capital gain (less loss) 120
Net capital gain (less loss) amount $6,575,000
Number of returns with taxable individual retirement arrangements distributions 40
Taxable individual retirement arrangements distributions amount $2,411,000
Number of returns with taxable pensions and annuities 80
Taxable pensions and annuities amount $5,351,000
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 $1,388,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $3,004,000
Number of returns with total statutory adjustments 80
Total statutory adjustments amount $1,450,000
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 160
Total itemized deductions amount $5,532,000
Amount of AGI for itemized returns $49,093,000
Number of returns with State and local income taxes 30
State and local income taxes amount $339,000
Number of returns with State and local general sales tax 120
State and local general sales tax amount $510,000
Number of returns with real estate taxes 160
Real estate taxes amount $708,000
Number of returns with taxes paid 160
Taxes paid amount $1,590,000
Number of returns with mortgage interest paid 130
Mortgage interest paid amount $1,368,000
Number of returns with contributions 150
Contributions amount $2,058,000
Number of returns with taxable income 230
Taxable income amount $63,616,000
Number of returns with income tax before credits 230
Income tax before credits amount $15,412,000
Number of returns with alternative minimum tax 60
Alternative minimum tax amount $247,000
Number of returns with total tax credits 70
Total tax credits amount $156,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $66,000
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 50
Self-employment tax amount $438,000
Number of returns with total tax payments 220
Total tax payments amount $15,309,000
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 230
Income tax amount [10] $15,256,000
Number of returns with tax liability 230
Total tax liability amount [11] $16,124,000
Number of returns with net investment income tax 100
Net investment income tax $200,000
Number of returns with tax due at time of filing 130
Tax due at time of filing amount [12] $1,878,000
Number of returns with overpayments refunded 80
Overpayments refunded amount [13] $769,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $281,000

[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.