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ZIP Code Database - Facts & Stats

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ZIP Code 40205 Income Tax Stats

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

ZIP Code 40205 Data

Zip Code:40205
City:Louisville
State:KY [Kentucky]
Counties: JEFFERSON, KY
City Alias(es):Louisville
Area Code:502
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


40205 Income Tax Overview

Total Number of Tax Returns for ZIP Code 40205 [1] 11,840
Total Number of Single Tax Returns for ZIP Code 40205 3,690
Total Number of Joint Tax Returns for ZIP Code 40205 4,570
Total Number of Dependents for ZIP Code 40205 4,770
Total Adjusted Gross Income for ZIP Code 40205 $1,269,990,000
Average Income per Person for ZIP Code 40205 $53,636
Average Income per Household for ZIP Code 40205 $107,263

The following tables break down the 2017 Income Tax Statistics into different Gross Income levels.


Adjusted Gross Income: 1 under $25,000

Number of returns 2,950
Number of single returns 2,550
Number of joint returns 200
Number of head of household returns 160
Number of returns with paid preparer's signature 1,170
Number of exemptions 2,600
Number of dependents 320
Total number of volunteer prepared returns [5] 110
Number of volunteer income tax assistance (VITA) prepared returns [3] 50
Number of tax counseling for the elderly (TCE) prepared returns [3] 60
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 260
Number of elderly returns [4] 680
Adjust gross income (AGI) [5] $34,159,000
Number of returns with total income 2,950
Salaries and wages amount $35,100,000
Number of returns with salaries and wages 2,220
Salaries and wages amount $24,593
Number of returns with taxable interest 580
Taxable interest amount $319
Number of returns with ordinary dividends 580
Ordinary dividends amount $1,246,000
Number of returns with qualified dividends 530
Qualified dividends amount [6] $879
Number of returns with state and local income tax refunds 100
State and local income tax refunds amount $67
Number of returns with business or professional net income (less loss) 450
Business or professional net income (less loss) amount $2,828,000
Number of returns with net capital gain (less loss) 490
Net capital gain (less loss) amount $591,000
Number of returns with taxable individual retirement arrangements distributions 280
Taxable individual retirement arrangements distributions amount $1,963,000
Number of returns with taxable pensions and annuities 390
Taxable pensions and annuities amount $3,170,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $195,000
Number of returns with taxable Social Security benefits 200
Taxable Social Security benefits amount $419,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $155,000
Number of returns with total statutory adjustments 580
Total statutory adjustments amount $941,000
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 $246,000
Number of returns with IRA payments 30
IRA payments amount $105,000
Number of returns with student loan interest deduction 160
Student loan interest deduction amount $149,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $124,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 290
Total itemized deductions amount $4,784,000
Amount of AGI for itemized returns $4,257,000
Number of returns with State and local income taxes 120
State and local income taxes amount $172,000
Number of returns with State and local general sales tax 140
State and local general sales tax amount $78,000
Number of returns with real estate taxes 220
Real estate taxes amount $590,000
Number of returns with taxes paid 280
Taxes paid amount $887,000
Number of returns with mortgage interest paid 130
Mortgage interest paid amount $609,000
Number of returns with contributions 210
Contributions amount $393,000
Number of returns with taxable income 1,490
Taxable income amount $9,419,000
Number of returns with income tax before credits 1,410
Income tax before credits amount $961,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 340
Total tax credits amount $124,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 150
Nonrefundable education credit amount $91,000
Number of returns with retirement savings contribution credit 120
Retirement savings contribution credit amount $18,000
Number of returns with child tax credit 30
Child tax credit amount $9,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 390
Self-employment tax amount $466,000
Number of returns with total tax payments 2,570
Total tax payments amount $3,731,000
Number of returns with earned income credit 550
Earned income credit amount [8] $751,000
Number of returns with excess earned income credit 430
Excess earned income credit (refundable) amount [9] $621,000
Number of returns with additional child tax credit 150
Additional child tax credit amount $163,000
Number of returns with refundable education credit 110
Refundable education credit amount $98,000
Number of returns with income tax 1,260
Income tax amount [10] $837,000
Number of returns with tax liability 1,520
Total tax liability amount [11] $1,349,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 380
Tax due at time of filing amount [12] $296,000
Number of returns with overpayments refunded 2,270
Overpayments refunded amount [13] $2,609,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $66,000

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

Number of returns 2,260
Number of single returns 1,710
Number of joint returns 310
Number of head of household returns 170
Number of returns with paid preparer's signature 940
Number of exemptions 2,970
Number of dependents 420
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] 280
Number of elderly returns [4] 590
Adjust gross income (AGI) [5] $83,480,000
Number of returns with total income 2,260
Salaries and wages amount $85,241,000
Number of returns with salaries and wages 1,840
Salaries and wages amount $62,914
Number of returns with taxable interest 600
Taxable interest amount $413
Number of returns with ordinary dividends 500
Ordinary dividends amount $1,713,000
Number of returns with qualified dividends 460
Qualified dividends amount [6] $1,261
Number of returns with state and local income tax refunds 250
State and local income tax refunds amount $145
Number of returns with business or professional net income (less loss) 330
Business or professional net income (less loss) amount $3,112,000
Number of returns with net capital gain (less loss) 420
Net capital gain (less loss) amount $1,704,000
Number of returns with taxable individual retirement arrangements distributions 300
Taxable individual retirement arrangements distributions amount $3,211,000
Number of returns with taxable pensions and annuities 420
Taxable pensions and annuities amount $7,566,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $181,000
Number of returns with taxable Social Security benefits 440
Taxable Social Security benefits amount $3,238,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $836,000
Number of returns with total statutory adjustments 780
Total statutory adjustments amount $1,761,000
Number of returns with educator expenses 100
Educator expenses amount $22,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $341,000
Number of returns with IRA payments 60
IRA payments amount $220,000
Number of returns with student loan interest deduction 420
Student loan interest deduction amount $518,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $47,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 560
Total itemized deductions amount $7,942,000
Amount of AGI for itemized returns $21,763,000
Number of returns with State and local income taxes 410
State and local income taxes amount $1,197,000
Number of returns with State and local general sales tax 120
State and local general sales tax amount $83,000
Number of returns with real estate taxes 460
Real estate taxes amount $1,171,000
Number of returns with taxes paid 550
Taxes paid amount $2,539,000
Number of returns with mortgage interest paid 340
Mortgage interest paid amount $1,640,000
Number of returns with contributions 430
Contributions amount $908,000
Number of returns with taxable income 2,220
Taxable income amount $50,918,000
Number of returns with income tax before credits 2,180
Income tax before credits amount $6,272,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 650
Total tax credits amount $440,000
Number of returns with foreign tax credit 140
Foreign tax credit amount $11,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $31,000
Number of returns with nonrefundable education credit 180
Nonrefundable education credit amount $186,000
Number of returns with retirement savings contribution credit 240
Retirement savings contribution credit amount $42,000
Number of returns with child tax credit 170
Child tax credit amount $168,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 260
Self-employment tax amount $578,000
Number of returns with total tax payments 2,180
Total tax payments amount $9,181,000
Number of returns with earned income credit 170
Earned income credit amount [8] $299,000
Number of returns with excess earned income credit 120
Excess earned income credit (refundable) amount [9] $226,000
Number of returns with additional child tax credit 110
Additional child tax credit amount $129,000
Number of returns with refundable education credit 60
Refundable education credit amount $58,000
Number of returns with income tax 2,050
Income tax amount [10] $5,831,000
Number of returns with tax liability 2,110
Total tax liability amount [11] $6,475,000
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] $661,000
Number of returns with overpayments refunded 1,750
Overpayments refunded amount [13] $3,244,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $101,000

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

Number of returns 1,730
Number of single returns 1,000
Number of joint returns 500
Number of head of household returns 160
Number of returns with paid preparer's signature 850
Number of exemptions 2,740
Number of dependents 520
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] 140
Number of elderly returns [4] 630
Adjust gross income (AGI) [5] $106,292,000
Number of returns with total income 1,730
Salaries and wages amount $108,237,000
Number of returns with salaries and wages 1,360
Salaries and wages amount $71,842
Number of returns with taxable interest 720
Taxable interest amount $696
Number of returns with ordinary dividends 590
Ordinary dividends amount $2,545,000
Number of returns with qualified dividends 560
Qualified dividends amount [6] $1,902
Number of returns with state and local income tax refunds 540
State and local income tax refunds amount $338
Number of returns with business or professional net income (less loss) 320
Business or professional net income (less loss) amount $4,388,000
Number of returns with net capital gain (less loss) 490
Net capital gain (less loss) amount $2,600,000
Number of returns with taxable individual retirement arrangements distributions 340
Taxable individual retirement arrangements distributions amount $4,624,000
Number of returns with taxable pensions and annuities 470
Taxable pensions and annuities amount $12,693,000
Number of farm returns 30
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $236,000
Number of returns with taxable Social Security benefits 450
Taxable Social Security benefits amount $6,537,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $1,066,000
Number of returns with total statutory adjustments 630
Total statutory adjustments amount $1,945,000
Number of returns with educator expenses 100
Educator expenses amount $24,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $449,000
Number of returns with self-employment health insurance deduction 90
Self-employment health insurance deduction amount $490,000
Number of returns with IRA payments 60
IRA payments amount $305,000
Number of returns with student loan interest deduction 290
Student loan interest deduction amount $401,000
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 890
Total itemized deductions amount $14,166,000
Amount of AGI for itemized returns $55,372,000
Number of returns with State and local income taxes 740
State and local income taxes amount $3,077,000
Number of returns with State and local general sales tax 120
State and local general sales tax amount $102,000
Number of returns with real estate taxes 800
Real estate taxes amount $2,220,000
Number of returns with taxes paid 880
Taxes paid amount $5,567,000
Number of returns with mortgage interest paid 660
Mortgage interest paid amount $3,653,000
Number of returns with contributions 720
Contributions amount $1,842,000
Number of returns with taxable income 1,710
Taxable income amount $73,476,000
Number of returns with income tax before credits 1,700
Income tax before credits amount $10,440,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 550
Total tax credits amount $554,000
Number of returns with foreign tax credit 180
Foreign tax credit amount $14,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $34,000
Number of returns with nonrefundable education credit 110
Nonrefundable education credit amount $142,000
Number of returns with retirement savings contribution credit 70
Retirement savings contribution credit amount $14,000
Number of returns with child tax credit 240
Child tax credit amount $328,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $11,000
Number of returns with self-employment tax 230
Self-employment tax amount $783,000
Number of returns with total tax payments 1,690
Total tax payments amount $12,896,000
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 40
Additional child tax credit amount $40,000
Number of returns with refundable education credit 60
Refundable education credit amount $59,000
Number of returns with income tax 1,670
Income tax amount [10] $9,885,000
Number of returns with tax liability 1,690
Total tax liability amount [11] $10,718,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 470
Tax due at time of filing amount [12] $1,079,000
Number of returns with overpayments refunded 1,190
Overpayments refunded amount [13] $3,027,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $201,000

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

Number of returns 1,250
Number of single returns 460
Number of joint returns 670
Number of head of household returns 90
Number of returns with paid preparer's signature 710
Number of exemptions 2,500
Number of dependents 580
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] 60
Number of elderly returns [4] 540
Adjust gross income (AGI) [5] $108,374,000
Number of returns with total income 1,250
Salaries and wages amount $110,030,000
Number of returns with salaries and wages 980
Salaries and wages amount $68,619
Number of returns with taxable interest 650
Taxable interest amount $734
Number of returns with ordinary dividends 560
Ordinary dividends amount $3,227,000
Number of returns with qualified dividends 530
Qualified dividends amount [6] $2,495
Number of returns with state and local income tax refunds 500
State and local income tax refunds amount $388
Number of returns with business or professional net income (less loss) 250
Business or professional net income (less loss) amount $4,043,000
Number of returns with net capital gain (less loss) 480
Net capital gain (less loss) amount $3,265,000
Number of returns with taxable individual retirement arrangements distributions 290
Taxable individual retirement arrangements distributions amount $5,573,000
Number of returns with taxable pensions and annuities 410
Taxable pensions and annuities amount $13,084,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $113,000
Number of returns with taxable Social Security benefits 380
Taxable Social Security benefits amount $7,561,000
Number of returns with partnership/S-corp net income (less loss) 140
Partnership/S-corp net income (less loss) amount $2,078,000
Number of returns with total statutory adjustments 420
Total statutory adjustments amount $1,656,000
Number of returns with educator expenses 60
Educator expenses amount $16,000
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 $423,000
Number of returns with IRA payments 40
IRA payments amount $211,000
Number of returns with student loan interest deduction 150
Student loan interest deduction amount $179,000
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 860
Total itemized deductions amount $16,277,000
Amount of AGI for itemized returns $75,328,000
Number of returns with State and local income taxes 750
State and local income taxes amount $4,362,000
Number of returns with State and local general sales tax 110
State and local general sales tax amount $108,000
Number of returns with real estate taxes 780
Real estate taxes amount $2,504,000
Number of returns with taxes paid 860
Taxes paid amount $7,212,000
Number of returns with mortgage interest paid 650
Mortgage interest paid amount $3,882,000
Number of returns with contributions 740
Contributions amount $2,148,000
Number of returns with taxable income 1,240
Taxable income amount $77,768,000
Number of returns with income tax before credits 1,230
Income tax before credits amount $11,713,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 480
Total tax credits amount $600,000
Number of returns with foreign tax credit 180
Foreign tax credit amount $15,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $49,000
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 240
Child tax credit amount $379,000
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 $754,000
Number of returns with total tax payments 1,230
Total tax payments amount $13,405,000
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 50
Refundable education credit amount $46,000
Number of returns with income tax 1,230
Income tax amount [10] $11,113,000
Number of returns with tax liability 1,230
Total tax liability amount [11] $11,937,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 380
Tax due at time of filing amount [12] $1,176,000
Number of returns with overpayments refunded 790
Overpayments refunded amount [13] $2,390,000
Number of returns with credit to next year’s estimated tax 90
Credited to next year’s estimated tax amount $238,000

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

Number of returns 2,390
Number of single returns 430
Number of joint returns 1,840
Number of head of household returns 100
Number of returns with paid preparer's signature 1,370
Number of exemptions 5,940
Number of dependents 1,710
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] 830
Adjust gross income (AGI) [5] $333,004,000
Number of returns with total income 2,390
Salaries and wages amount $337,783,000
Number of returns with salaries and wages 2,030
Salaries and wages amount $229,794
Number of returns with taxable interest 1,490
Taxable interest amount $1,578
Number of returns with ordinary dividends 1,290
Ordinary dividends amount $10,531,000
Number of returns with qualified dividends 1,240
Qualified dividends amount [6] $8,544
Number of returns with state and local income tax refunds 1,440
State and local income tax refunds amount $1,413
Number of returns with business or professional net income (less loss) 590
Business or professional net income (less loss) amount $12,741,000
Number of returns with net capital gain (less loss) 1,120
Net capital gain (less loss) amount $12,175,000
Number of returns with taxable individual retirement arrangements distributions 520
Taxable individual retirement arrangements distributions amount $14,441,000
Number of returns with taxable pensions and annuities 690
Taxable pensions and annuities amount $28,775,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $260,000
Number of returns with taxable Social Security benefits 580
Taxable Social Security benefits amount $13,469,000
Number of returns with partnership/S-corp net income (less loss) 400
Partnership/S-corp net income (less loss) amount $9,486,000
Number of returns with total statutory adjustments 1,020
Total statutory adjustments amount $4,779,000
Number of returns with educator expenses 160
Educator expenses amount $42,000
Number of returns with self-employment retirement plans 70
Self-employment retirement plans amount $842,000
Number of returns with self-employment health insurance deduction 170
Self-employment health insurance deduction amount $1,106,000
Number of returns with IRA payments 90
IRA payments amount $460,000
Number of returns with student loan interest deduction 300
Student loan interest deduction amount $335,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $57,000
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $65,000
Number of returns with itemized deductions 2,080
Total itemized deductions amount $50,382,000
Amount of AGI for itemized returns $293,700,000
Number of returns with State and local income taxes 1,960
State and local income taxes amount $18,333,000
Number of returns with State and local general sales tax 110
State and local general sales tax amount $178,000
Number of returns with real estate taxes 1,970
Real estate taxes amount $7,403,000
Number of returns with taxes paid 2,080
Taxes paid amount $26,635,000
Number of returns with mortgage interest paid 1,650
Mortgage interest paid amount $11,344,000
Number of returns with contributions 1,900
Contributions amount $7,224,000
Number of returns with taxable income 2,390
Taxable income amount $254,541,000
Number of returns with income tax before credits 2,380
Income tax before credits amount $43,936,000
Number of returns with alternative minimum tax 60
Alternative minimum tax amount $135,000
Number of returns with total tax credits 1,090
Total tax credits amount $1,060,000
Number of returns with foreign tax credit 510
Foreign tax credit amount $108,000
Number of returns with child and dependent care credit 280
Child and dependent care credit amount $152,000
Number of returns with nonrefundable education credit 130
Nonrefundable education credit amount $198,000
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 $460,000
Number of returns with residential energy tax credit 70
Residential energy tax credit amount $21,000
Number of returns with self-employment tax 510
Self-employment tax amount $2,461,000
Number of returns with total tax payments 2,380
Total tax payments amount $47,793,000
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 $117,000
Number of returns with income tax 2,370
Income tax amount [10] $42,876,000
Number of returns with tax liability 2,380
Total tax liability amount [11] $45,560,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 930
Tax due at time of filing amount [12] $4,508,000
Number of returns with overpayments refunded 1,310
Overpayments refunded amount [13] $5,837,000
Number of returns with credit to next year’s estimated tax 190
Credited to next year’s estimated tax amount $860,000

Adjusted Gross Income: $200,000 or more

Number of returns 1,260
Number of single returns 170
Number of joint returns 1,050
Number of head of household returns 40
Number of returns with paid preparer's signature 960
Number of exemptions 3,530
Number of dependents 1,220
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] 420
Adjust gross income (AGI) [5] $604,681,000
Number of returns with total income 1,260
Salaries and wages amount $616,537,000
Number of returns with salaries and wages 1,120
Salaries and wages amount $330,259
Number of returns with taxable interest 1,020
Taxable interest amount $5,052
Number of returns with ordinary dividends 930
Ordinary dividends amount $25,301,000
Number of returns with qualified dividends 900
Qualified dividends amount [6] $21,528
Number of returns with state and local income tax refunds 610
State and local income tax refunds amount $2,528
Number of returns with business or professional net income (less loss) 360
Business or professional net income (less loss) amount $22,454,000
Number of returns with net capital gain (less loss) 860
Net capital gain (less loss) amount $67,371,000
Number of returns with taxable individual retirement arrangements distributions 290
Taxable individual retirement arrangements distributions amount $14,269,000
Number of returns with taxable pensions and annuities 270
Taxable pensions and annuities amount $15,777,000
Number of farm returns 20
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 250
Taxable Social Security benefits amount $6,886,000
Number of returns with partnership/S-corp net income (less loss) 540
Partnership/S-corp net income (less loss) amount $118,599,000
Number of returns with total statutory adjustments 540
Total statutory adjustments amount $11,856,000
Number of returns with educator expenses 30
Educator expenses amount $7,000
Number of returns with self-employment retirement plans 120
Self-employment retirement plans amount $3,363,000
Number of returns with self-employment health insurance deduction 210
Self-employment health insurance deduction amount $2,285,000
Number of returns with IRA payments 20
IRA payments amount $212,000
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 60
Domestic production activities deduction amount $2,748,000
Number of returns with itemized deductions 1,240
Total itemized deductions amount $79,068,000
Amount of AGI for itemized returns $596,588,000
Number of returns with State and local income taxes 1,220
State and local income taxes amount $41,639,000
Number of returns with State and local general sales tax 0
State and local general sales tax amount $0
Number of returns with real estate taxes 1,200
Real estate taxes amount $7,708,000
Number of returns with taxes paid 1,240
Taxes paid amount $50,008,000
Number of returns with mortgage interest paid 900
Mortgage interest paid amount $8,965,000
Number of returns with contributions 1,170
Contributions amount $21,603,000
Number of returns with taxable income 1,260
Taxable income amount $516,134,000
Number of returns with income tax before credits 1,260
Income tax before credits amount $143,503,000
Number of returns with alternative minimum tax 830
Alternative minimum tax amount $5,226,000
Number of returns with total tax credits 670
Total tax credits amount $2,747,000
Number of returns with foreign tax credit 510
Foreign tax credit amount $415,000
Number of returns with child and dependent care credit 160
Child and dependent care credit amount $94,000
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 40
Residential energy tax credit amount $20,000
Number of returns with self-employment tax 340
Self-employment tax amount $3,374,000
Number of returns with total tax payments 1,260
Total tax payments amount $149,630,000
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 1,260
Income tax amount [10] $138,447,000
Number of returns with tax liability 1,260
Total tax liability amount [11] $145,899,000
Number of returns with net investment income tax 780
Net investment income tax $2,403,000
Number of returns with tax due at time of filing 590
Tax due at time of filing amount [12] $15,561,000
Number of returns with overpayments refunded 450
Overpayments refunded amount [13] $8,442,000
Number of returns with credit to next year’s estimated tax 270
Credited to next year’s estimated tax amount $10,719,000

[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.