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ZIP Code Database - Facts & Stats

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ZIP Code 37920 Income Tax Stats

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

ZIP Code 37920 Data

Zip Code:37920
City:Knoxville
State:TN [Tennessee]
Counties: KNOX, TN
City Alias(es):Knoxville
Area Code:865
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


37920 Income Tax Overview

Total Number of Tax Returns for ZIP Code 37920 [1] 17,400
Total Number of Single Tax Returns for ZIP Code 37920 5,800
Total Number of Joint Tax Returns for ZIP Code 37920 6,070
Total Number of Dependents for ZIP Code 37920 8,210
Total Adjusted Gross Income for ZIP Code 37920 $868,283,000
Average Income per Person for ZIP Code 37920 $22,214
Average Income per Household for ZIP Code 37920 $49,901

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 7,250
Number of single returns 5,100
Number of joint returns 830
Number of head of household returns 1,190
Number of returns with paid preparer's signature 2,650
Number of exemptions 9,780
Number of dependents 2,800
Total number of volunteer prepared returns [5] 290
Number of volunteer income tax assistance (VITA) prepared returns [3] 190
Number of tax counseling for the elderly (TCE) prepared returns [3] 100
Number of volunteer prepared returns with Earned Income Credit 90
Number of refund anticipation check returns [3] 1,240
Number of elderly returns [4] 1,320
Adjust gross income (AGI) [5] $92,642,000
Number of returns with total income 7,250
Salaries and wages amount $94,195,000
Number of returns with salaries and wages 5,890
Salaries and wages amount $73,648
Number of returns with taxable interest 860
Taxable interest amount $555
Number of returns with ordinary dividends 430
Ordinary dividends amount $574,000
Number of returns with qualified dividends 400
Qualified dividends amount [6] $367
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) 1,140
Business or professional net income (less loss) amount $8,430,000
Number of returns with net capital gain (less loss) 370
Net capital gain (less loss) amount $191,000
Number of returns with taxable individual retirement arrangements distributions 370
Taxable individual retirement arrangements distributions amount $2,185,000
Number of returns with taxable pensions and annuities 800
Taxable pensions and annuities amount $7,178,000
Number of farm returns 30
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $288,000
Number of returns with taxable Social Security benefits 340
Taxable Social Security benefits amount $620,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $49,000
Number of returns with total statutory adjustments 1,330
Total statutory adjustments amount $1,553,000
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 110
Self-employment health insurance deduction amount $294,000
Number of returns with IRA payments 30
IRA payments amount $73,000
Number of returns with student loan interest deduction 310
Student loan interest deduction amount $224,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $164,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 220
Total itemized deductions amount $3,370,000
Amount of AGI for itemized returns $3,490,000
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 160
State and local general sales tax amount $185,000
Number of returns with real estate taxes 150
Real estate taxes amount $227,000
Number of returns with taxes paid 200
Taxes paid amount $430,000
Number of returns with mortgage interest paid 100
Mortgage interest paid amount $527,000
Number of returns with contributions 140
Contributions amount $387,000
Number of returns with taxable income 3,370
Taxable income amount $21,591,000
Number of returns with income tax before credits 3,390
Income tax before credits amount $2,309,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 860
Total tax credits amount $272,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $10,000
Number of returns with nonrefundable education credit 300
Nonrefundable education credit amount $151,000
Number of returns with retirement savings contribution credit 360
Retirement savings contribution credit amount $54,000
Number of returns with child tax credit 180
Child tax credit amount $54,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 970
Self-employment tax amount $1,356,000
Number of returns with total tax payments 6,800
Total tax payments amount $14,994,000
Number of returns with earned income credit 2,570
Earned income credit amount [8] $6,176,000
Number of returns with excess earned income credit 2,240
Excess earned income credit (refundable) amount [9] $5,310,000
Number of returns with additional child tax credit 1,300
Additional child tax credit amount $1,609,000
Number of returns with refundable education credit 360
Refundable education credit amount $306,000
Number of returns with income tax 2,910
Income tax amount [10] $2,037,000
Number of returns with tax liability 3,760
Total tax liability amount [11] $3,535,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 640
Tax due at time of filing amount [12] $519,000
Number of returns with overpayments refunded 6,310
Overpayments refunded amount [13] $11,896,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $59,000

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

Number of returns 4,610
Number of single returns 2,540
Number of joint returns 1,270
Number of head of household returns 640
Number of returns with paid preparer's signature 1,700
Number of exemptions 8,040
Number of dependents 2,170
Total number of volunteer prepared returns [5] 130
Number of volunteer income tax assistance (VITA) prepared returns [3] 90
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] 760
Number of elderly returns [4] 960
Adjust gross income (AGI) [5] $165,859,000
Number of returns with total income 4,610
Salaries and wages amount $167,718,000
Number of returns with salaries and wages 4,050
Salaries and wages amount $137,797
Number of returns with taxable interest 810
Taxable interest amount $542
Number of returns with ordinary dividends 450
Ordinary dividends amount $1,000,000
Number of returns with qualified dividends 410
Qualified dividends amount [6] $671
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 $5,753,000
Number of returns with net capital gain (less loss) 340
Net capital gain (less loss) amount $761,000
Number of returns with taxable individual retirement arrangements distributions 350
Taxable individual retirement arrangements distributions amount $3,331,000
Number of returns with taxable pensions and annuities 750
Taxable pensions and annuities amount $12,360,000
Number of farm returns 20
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $176,000
Number of returns with taxable Social Security benefits 770
Taxable Social Security benefits amount $4,970,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $697,000
Number of returns with total statutory adjustments 1,070
Total statutory adjustments amount $1,859,000
Number of returns with educator expenses 100
Educator expenses amount $23,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $219,000
Number of returns with IRA payments 60
IRA payments amount $199,000
Number of returns with student loan interest deduction 540
Student loan interest deduction amount $570,000
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 480
Total itemized deductions amount $7,221,000
Amount of AGI for itemized returns $18,816,000
Number of returns with State and local income taxes 30
State and local income taxes amount $31,000
Number of returns with State and local general sales tax 350
State and local general sales tax amount $503,000
Number of returns with real estate taxes 360
Real estate taxes amount $474,000
Number of returns with taxes paid 460
Taxes paid amount $1,036,000
Number of returns with mortgage interest paid 310
Mortgage interest paid amount $1,525,000
Number of returns with contributions 340
Contributions amount $1,190,000
Number of returns with taxable income 4,490
Taxable income amount $90,353,000
Number of returns with income tax before credits 4,470
Income tax before credits amount $11,179,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,640
Total tax credits amount $1,246,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $3,000
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 280
Nonrefundable education credit amount $287,000
Number of returns with retirement savings contribution credit 750
Retirement savings contribution credit amount $137,000
Number of returns with child tax credit 770
Child tax credit amount $713,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $18,000
Number of returns with self-employment tax 430
Self-employment tax amount $1,036,000
Number of returns with total tax payments 4,510
Total tax payments amount $19,047,000
Number of returns with earned income credit 860
Earned income credit amount [8] $1,819,000
Number of returns with excess earned income credit 700
Excess earned income credit (refundable) amount [9] $1,450,000
Number of returns with additional child tax credit 580
Additional child tax credit amount $799,000
Number of returns with refundable education credit 150
Refundable education credit amount $128,000
Number of returns with income tax 3,890
Income tax amount [10] $9,933,000
Number of returns with tax liability 4,060
Total tax liability amount [11] $11,182,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 730
Tax due at time of filing amount [12] $1,032,000
Number of returns with overpayments refunded 3,840
Overpayments refunded amount [13] $8,760,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $107,000

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

Number of returns 2,320
Number of single returns 820
Number of joint returns 1,320
Number of head of household returns 140
Number of returns with paid preparer's signature 990
Number of exemptions 4,840
Number of dependents 1,210
Total number of volunteer prepared returns [5] 80
Number of volunteer income tax assistance (VITA) prepared returns [3] 40
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] 270
Number of elderly returns [4] 690
Adjust gross income (AGI) [5] $142,118,000
Number of returns with total income 2,320
Salaries and wages amount $143,624,000
Number of returns with salaries and wages 2,010
Salaries and wages amount $111,146
Number of returns with taxable interest 730
Taxable interest amount $575
Number of returns with ordinary dividends 380
Ordinary dividends amount $1,109,000
Number of returns with qualified dividends 360
Qualified dividends amount [6] $737
Number of returns with state and local income tax refunds 40
State and local income tax refunds amount $30
Number of returns with business or professional net income (less loss) 370
Business or professional net income (less loss) amount $3,189,000
Number of returns with net capital gain (less loss) 340
Net capital gain (less loss) amount $1,307,000
Number of returns with taxable individual retirement arrangements distributions 260
Taxable individual retirement arrangements distributions amount $3,143,000
Number of returns with taxable pensions and annuities 560
Taxable pensions and annuities amount $13,428,000
Number of farm returns 30
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $142,000
Number of returns with taxable Social Security benefits 570
Taxable Social Security benefits amount $8,591,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $737,000
Number of returns with total statutory adjustments 720
Total statutory adjustments amount $1,506,000
Number of returns with educator expenses 70
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 60
Self-employment health insurance deduction amount $262,000
Number of returns with IRA payments 50
IRA payments amount $178,000
Number of returns with student loan interest deduction 350
Student loan interest deduction amount $394,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $70,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 480
Total itemized deductions amount $8,383,000
Amount of AGI for itemized returns $29,614,000
Number of returns with State and local income taxes 30
State and local income taxes amount $60,000
Number of returns with State and local general sales tax 360
State and local general sales tax amount $664,000
Number of returns with real estate taxes 420
Real estate taxes amount $603,000
Number of returns with taxes paid 470
Taxes paid amount $1,364,000
Number of returns with mortgage interest paid 360
Mortgage interest paid amount $2,062,000
Number of returns with contributions 350
Contributions amount $1,665,000
Number of returns with taxable income 2,320
Taxable income amount $94,639,000
Number of returns with income tax before credits 2,320
Income tax before credits amount $13,204,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 900
Total tax credits amount $1,167,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $6,000
Number of returns with child and dependent care credit 130
Child and dependent care credit amount $69,000
Number of returns with nonrefundable education credit 170
Nonrefundable education credit amount $199,000
Number of returns with retirement savings contribution credit 270
Retirement savings contribution credit amount $38,000
Number of returns with child tax credit 530
Child tax credit amount $812,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $19,000
Number of returns with self-employment tax 290
Self-employment tax amount $755,000
Number of returns with total tax payments 2,290
Total tax payments amount $16,038,000
Number of returns with earned income credit 20
Earned income credit amount [8] $8,000
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 80
Additional child tax credit amount $112,000
Number of returns with refundable education credit 100
Refundable education credit amount $83,000
Number of returns with income tax 2,240
Income tax amount [10] $12,037,000
Number of returns with tax liability 2,270
Total tax liability amount [11] $12,902,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 570
Tax due at time of filing amount [12] $1,223,000
Number of returns with overpayments refunded 1,710
Overpayments refunded amount [13] $4,263,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $73,000

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

Number of returns 1,330
Number of single returns 240
Number of joint returns 1,040
Number of head of household returns 40
Number of returns with paid preparer's signature 630
Number of exemptions 3,180
Number of dependents 810
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] 120
Number of elderly returns [4] 410
Adjust gross income (AGI) [5] $114,820,000
Number of returns with total income 1,330
Salaries and wages amount $116,218,000
Number of returns with salaries and wages 1,150
Salaries and wages amount $86,948
Number of returns with taxable interest 520
Taxable interest amount $531
Number of returns with ordinary dividends 300
Ordinary dividends amount $1,088,000
Number of returns with qualified dividends 280
Qualified dividends amount [6] $769
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 $3,539,000
Number of returns with net capital gain (less loss) 260
Net capital gain (less loss) amount $1,735,000
Number of returns with taxable individual retirement arrangements distributions 200
Taxable individual retirement arrangements distributions amount $2,992,000
Number of returns with taxable pensions and annuities 360
Taxable pensions and annuities amount $10,534,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $172,000
Number of returns with taxable Social Security benefits 330
Taxable Social Security benefits amount $7,053,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $1,664,000
Number of returns with total statutory adjustments 460
Total statutory adjustments amount $1,398,000
Number of returns with educator expenses 70
Educator expenses amount $19,000
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 $289,000
Number of returns with IRA payments 40
IRA payments amount $166,000
Number of returns with student loan interest deduction 210
Student loan interest deduction amount $270,000
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 370
Total itemized deductions amount $7,025,000
Amount of AGI for itemized returns $31,977,000
Number of returns with State and local income taxes 20
State and local income taxes amount $76,000
Number of returns with State and local general sales tax 290
State and local general sales tax amount $682,000
Number of returns with real estate taxes 350
Real estate taxes amount $641,000
Number of returns with taxes paid 370
Taxes paid amount $1,417,000
Number of returns with mortgage interest paid 300
Mortgage interest paid amount $1,854,000
Number of returns with contributions 300
Contributions amount $1,759,000
Number of returns with taxable income 1,330
Taxable income amount $83,334,000
Number of returns with income tax before credits 1,330
Income tax before credits amount $12,097,000
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 $865,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $12,000
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $61,000
Number of returns with nonrefundable education credit 130
Nonrefundable education credit amount $158,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 350
Child tax credit amount $571,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 200
Self-employment tax amount $830,000
Number of returns with total tax payments 1,310
Total tax payments amount $13,649,000
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 $73,000
Number of returns with income tax 1,320
Income tax amount [10] $11,232,000
Number of returns with tax liability 1,320
Total tax liability amount [11] $12,157,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 410
Tax due at time of filing amount [12] $1,403,000
Number of returns with overpayments refunded 890
Overpayments refunded amount [13] $2,776,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $95,000

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

Number of returns 1,500
Number of single returns 190
Number of joint returns 1,280
Number of head of household returns 30
Number of returns with paid preparer's signature 800
Number of exemptions 3,740
Number of dependents 970
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] 540
Adjust gross income (AGI) [5] $198,635,000
Number of returns with total income 1,500
Salaries and wages amount $201,840,000
Number of returns with salaries and wages 1,290
Salaries and wages amount $139,743
Number of returns with taxable interest 830
Taxable interest amount $1,162
Number of returns with ordinary dividends 530
Ordinary dividends amount $2,948,000
Number of returns with qualified dividends 500
Qualified dividends amount [6] $2,231
Number of returns with state and local income tax refunds 40
State and local income tax refunds amount $39
Number of returns with business or professional net income (less loss) 350
Business or professional net income (less loss) amount $8,965,000
Number of returns with net capital gain (less loss) 480
Net capital gain (less loss) amount $5,619,000
Number of returns with taxable individual retirement arrangements distributions 300
Taxable individual retirement arrangements distributions amount $7,300,000
Number of returns with taxable pensions and annuities 460
Taxable pensions and annuities amount $19,167,000
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 380
Taxable Social Security benefits amount $9,738,000
Number of returns with partnership/S-corp net income (less loss) 160
Partnership/S-corp net income (less loss) amount $5,199,000
Number of returns with total statutory adjustments 580
Total statutory adjustments amount $3,205,000
Number of returns with educator expenses 80
Educator expenses amount $22,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $769,000
Number of returns with self-employment health insurance deduction 90
Self-employment health insurance deduction amount $623,000
Number of returns with IRA payments 70
IRA payments amount $428,000
Number of returns with student loan interest deduction 190
Student loan interest deduction amount $230,000
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 660
Total itemized deductions amount $15,017,000
Amount of AGI for itemized returns $90,705,000
Number of returns with State and local income taxes 50
State and local income taxes amount $332,000
Number of returns with State and local general sales tax 540
State and local general sales tax amount $1,608,000
Number of returns with real estate taxes 630
Real estate taxes amount $1,353,000
Number of returns with taxes paid 660
Taxes paid amount $3,343,000
Number of returns with mortgage interest paid 520
Mortgage interest paid amount $4,064,000
Number of returns with contributions 590
Contributions amount $4,742,000
Number of returns with taxable income 1,500
Taxable income amount $157,962,000
Number of returns with income tax before credits 1,500
Income tax before credits amount $27,095,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 560
Total tax credits amount $654,000
Number of returns with foreign tax credit 180
Foreign tax credit amount $28,000
Number of returns with child and dependent care credit 140
Child and dependent care credit amount $90,000
Number of returns with nonrefundable education credit 120
Nonrefundable education credit amount $164,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 250
Child tax credit amount $322,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $9,000
Number of returns with self-employment tax 300
Self-employment tax amount $1,767,000
Number of returns with total tax payments 1,480
Total tax payments amount $28,893,000
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 100
Refundable education credit amount $93,000
Number of returns with income tax 1,490
Income tax amount [10] $26,441,000
Number of returns with tax liability 1,500
Total tax liability amount [11] $28,439,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 610
Tax due at time of filing amount [12] $3,020,000
Number of returns with overpayments refunded 810
Overpayments refunded amount [13] $3,077,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $362,000

Adjusted Gross Income: $200,000 or more

Number of returns 390
Number of single returns 60
Number of joint returns 330
Number of head of household returns 0
Number of returns with paid preparer's signature 290
Number of exemptions 980
Number of dependents 250
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 0
Number of elderly returns [4] 170
Adjust gross income (AGI) [5] $154,209,000
Number of returns with total income 390
Salaries and wages amount $158,414,000
Number of returns with salaries and wages 320
Salaries and wages amount $76,139
Number of returns with taxable interest 310
Taxable interest amount $1,800
Number of returns with ordinary dividends 260
Ordinary dividends amount $5,038,000
Number of returns with qualified dividends 240
Qualified dividends amount [6] $3,760
Number of returns with state and local income tax refunds 20
State and local income tax refunds amount $47
Number of returns with business or professional net income (less loss) 130
Business or professional net income (less loss) amount $16,553,000
Number of returns with net capital gain (less loss) 260
Net capital gain (less loss) amount $16,377,000
Number of returns with taxable individual retirement arrangements distributions 100
Taxable individual retirement arrangements distributions amount $3,723,000
Number of returns with taxable pensions and annuities 140
Taxable pensions and annuities amount $8,626,000
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 120
Taxable Social Security benefits amount $3,292,000
Number of returns with partnership/S-corp net income (less loss) 140
Partnership/S-corp net income (less loss) amount $18,438,000
Number of returns with total statutory adjustments 190
Total statutory adjustments amount $4,205,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $1,318,000
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $751,000
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 290
Total itemized deductions amount $13,976,000
Amount of AGI for itemized returns $116,663,000
Number of returns with State and local income taxes 60
State and local income taxes amount $938,000
Number of returns with State and local general sales tax 220
State and local general sales tax amount $908,000
Number of returns with real estate taxes 270
Real estate taxes amount $1,314,000
Number of returns with taxes paid 290
Taxes paid amount $3,206,000
Number of returns with mortgage interest paid 200
Mortgage interest paid amount $2,392,000
Number of returns with contributions 280
Contributions amount $7,939,000
Number of returns with taxable income 390
Taxable income amount $136,065,000
Number of returns with income tax before credits 390
Income tax before credits amount $35,270,000
Number of returns with alternative minimum tax 90
Alternative minimum tax amount $435,000
Number of returns with total tax credits 150
Total tax credits amount $288,000
Number of returns with foreign tax credit 130
Foreign tax credit amount $48,000
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 150
Self-employment tax amount $1,898,000
Number of returns with total tax payments 390
Total tax payments amount $33,706,000
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 390
Income tax amount [10] $33,637,000
Number of returns with tax liability 390
Total tax liability amount [11] $36,570,000
Number of returns with net investment income tax 210
Net investment income tax $586,000
Number of returns with tax due at time of filing 210
Tax due at time of filing amount [12] $5,289,000
Number of returns with overpayments refunded 130
Overpayments refunded amount [13] $1,406,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $941,000

[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.