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ZIP Code Database - Facts & Stats

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ZIP Code 40383 Income Tax Stats

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

ZIP Code 40383 Data

Zip Code:40383
City:Versailles
State:KY [Kentucky]
Counties: WOODFORD, KY
City Alias(es):Versailles
Area Code:859
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


40383 Income Tax Overview

Total Number of Tax Returns for ZIP Code 40383 [1] 11,110
Total Number of Single Tax Returns for ZIP Code 40383 4,590
Total Number of Joint Tax Returns for ZIP Code 40383 4,990
Total Number of Dependents for ZIP Code 40383 6,950
Total Adjusted Gross Income for ZIP Code 40383 $856,157,000
Average Income per Person for ZIP Code 40383 $38,208
Average Income per Household for ZIP Code 40383 $77,062

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


Adjusted Gross Income: 1 under $25,000

Number of returns 3,620
Number of single returns 2,560
Number of joint returns 470
Number of head of household returns 520
Number of returns with paid preparer's signature 1,740
Number of exemptions 4,520
Number of dependents 1,310
Total number of volunteer prepared returns [5] 130
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 130
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 540
Number of elderly returns [4] 770
Adjust gross income (AGI) [5] $43,208,000
Number of returns with total income 3,620
Salaries and wages amount $44,123,000
Number of returns with salaries and wages 2,800
Salaries and wages amount $32,455
Number of returns with taxable interest 520
Taxable interest amount $324
Number of returns with ordinary dividends 310
Ordinary dividends amount $464,000
Number of returns with qualified dividends 280
Qualified dividends amount [6] $312
Number of returns with state and local income tax refunds 60
State and local income tax refunds amount $36
Number of returns with business or professional net income (less loss) 540
Business or professional net income (less loss) amount $3,713,000
Number of returns with net capital gain (less loss) 280
Net capital gain (less loss) amount $384,000
Number of returns with taxable individual retirement arrangements distributions 260
Taxable individual retirement arrangements distributions amount $1,795,000
Number of returns with taxable pensions and annuities 500
Taxable pensions and annuities amount $4,627,000
Number of farm returns 80
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $189,000
Number of returns with taxable Social Security benefits 200
Taxable Social Security benefits amount $409,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $27,000
Number of returns with total statutory adjustments 620
Total statutory adjustments amount $915,000
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 70
Self-employment health insurance deduction amount $259,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 130
Student loan interest deduction amount $104,000
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 260
Total itemized deductions amount $4,208,000
Amount of AGI for itemized returns $3,718,000
Number of returns with State and local income taxes 100
State and local income taxes amount $200,000
Number of returns with State and local general sales tax 120
State and local general sales tax amount $72,000
Number of returns with real estate taxes 190
Real estate taxes amount $327,000
Number of returns with taxes paid 250
Taxes paid amount $654,000
Number of returns with mortgage interest paid 140
Mortgage interest paid amount $745,000
Number of returns with contributions 180
Contributions amount $425,000
Number of returns with taxable income 1,550
Taxable income amount $9,051,000
Number of returns with income tax before credits 1,520
Income tax before credits amount $945,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 330
Total tax credits amount $116,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 90
Nonrefundable education credit amount $47,000
Number of returns with retirement savings contribution credit 120
Retirement savings contribution credit amount $24,000
Number of returns with child tax credit 110
Child tax credit amount $36,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 460
Self-employment tax amount $662,000
Number of returns with total tax payments 3,270
Total tax payments amount $6,567,000
Number of returns with earned income credit 1,020
Earned income credit amount [8] $2,547,000
Number of returns with excess earned income credit 880
Excess earned income credit (refundable) amount [9] $2,205,000
Number of returns with additional child tax credit 620
Additional child tax credit amount $776,000
Number of returns with refundable education credit 110
Refundable education credit amount $86,000
Number of returns with income tax 1,310
Income tax amount [10] $829,000
Number of returns with tax liability 1,730
Total tax liability amount [11] $1,567,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 370
Tax due at time of filing amount [12] $309,000
Number of returns with overpayments refunded 3,010
Overpayments refunded amount [13] $5,259,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $42,000

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

Number of returns 2,540
Number of single returns 1,250
Number of joint returns 730
Number of head of household returns 460
Number of returns with paid preparer's signature 1,330
Number of exemptions 4,990
Number of dependents 1,740
Total number of volunteer prepared returns [5] 100
Number of volunteer income tax assistance (VITA) prepared returns [3] 40
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] 430
Number of elderly returns [4] 590
Adjust gross income (AGI) [5] $91,382,000
Number of returns with total income 2,540
Salaries and wages amount $92,667,000
Number of returns with salaries and wages 2,150
Salaries and wages amount $72,310
Number of returns with taxable interest 510
Taxable interest amount $365
Number of returns with ordinary dividends 280
Ordinary dividends amount $760,000
Number of returns with qualified dividends 250
Qualified dividends amount [6] $572
Number of returns with state and local income tax refunds 270
State and local income tax refunds amount $147
Number of returns with business or professional net income (less loss) 340
Business or professional net income (less loss) amount $2,791,000
Number of returns with net capital gain (less loss) 240
Net capital gain (less loss) amount $499,000
Number of returns with taxable individual retirement arrangements distributions 230
Taxable individual retirement arrangements distributions amount $2,460,000
Number of returns with taxable pensions and annuities 500
Taxable pensions and annuities amount $8,902,000
Number of farm returns 60
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $276,000
Number of returns with taxable Social Security benefits 480
Taxable Social Security benefits amount $3,338,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $1,104,000
Number of returns with total statutory adjustments 600
Total statutory adjustments amount $1,285,000
Number of returns with educator expenses 30
Educator expenses amount $7,000
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 $378,000
Number of returns with IRA payments 50
IRA payments amount $219,000
Number of returns with student loan interest deduction 270
Student loan interest deduction amount $259,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $102,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 490
Total itemized deductions amount $7,095,000
Amount of AGI for itemized returns $18,858,000
Number of returns with State and local income taxes 370
State and local income taxes amount $986,000
Number of returns with State and local general sales tax 100
State and local general sales tax amount $105,000
Number of returns with real estate taxes 410
Real estate taxes amount $725,000
Number of returns with taxes paid 490
Taxes paid amount $1,918,000
Number of returns with mortgage interest paid 350
Mortgage interest paid amount $1,736,000
Number of returns with contributions 370
Contributions amount $1,043,000
Number of returns with taxable income 2,430
Taxable income amount $46,429,000
Number of returns with income tax before credits 2,410
Income tax before credits amount $5,650,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 960
Total tax credits amount $782,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $55,000
Number of returns with nonrefundable education credit 130
Nonrefundable education credit amount $131,000
Number of returns with retirement savings contribution credit 350
Retirement savings contribution credit amount $68,000
Number of returns with child tax credit 580
Child tax credit amount $521,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 280
Self-employment tax amount $631,000
Number of returns with total tax payments 2,480
Total tax payments amount $10,450,000
Number of returns with earned income credit 570
Earned income credit amount [8] $1,195,000
Number of returns with excess earned income credit 440
Excess earned income credit (refundable) amount [9] $950,000
Number of returns with additional child tax credit 480
Additional child tax credit amount $726,000
Number of returns with refundable education credit 90
Refundable education credit amount $77,000
Number of returns with income tax 1,980
Income tax amount [10] $4,868,000
Number of returns with tax liability 2,110
Total tax liability amount [11] $5,597,000
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] $557,000
Number of returns with overpayments refunded 2,130
Overpayments refunded amount [13] $5,352,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $38,000

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

Number of returns 1,560
Number of single returns 510
Number of joint returns 860
Number of head of household returns 140
Number of returns with paid preparer's signature 880
Number of exemptions 3,440
Number of dependents 1,030
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] 150
Number of elderly returns [4] 540
Adjust gross income (AGI) [5] $96,603,000
Number of returns with total income 1,560
Salaries and wages amount $98,044,000
Number of returns with salaries and wages 1,290
Salaries and wages amount $68,833
Number of returns with taxable interest 550
Taxable interest amount $406
Number of returns with ordinary dividends 340
Ordinary dividends amount $1,463,000
Number of returns with qualified dividends 320
Qualified dividends amount [6] $1,123
Number of returns with state and local income tax refunds 410
State and local income tax refunds amount $295
Number of returns with business or professional net income (less loss) 280
Business or professional net income (less loss) amount $3,114,000
Number of returns with net capital gain (less loss) 270
Net capital gain (less loss) amount $1,287,000
Number of returns with taxable individual retirement arrangements distributions 240
Taxable individual retirement arrangements distributions amount $3,208,000
Number of returns with taxable pensions and annuities 460
Taxable pensions and annuities amount $12,539,000
Number of farm returns 60
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $131,000
Number of returns with taxable Social Security benefits 410
Taxable Social Security benefits amount $6,367,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $455,000
Number of returns with total statutory adjustments 480
Total statutory adjustments amount $1,441,000
Number of returns with educator expenses 40
Educator expenses amount $10,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $463,000
Number of returns with IRA payments 40
IRA payments amount $233,000
Number of returns with student loan interest deduction 190
Student loan interest deduction amount $219,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 20
Domestic production activities deduction amount $39,000
Number of returns with itemized deductions 670
Total itemized deductions amount $10,882,000
Amount of AGI for itemized returns $42,176,000
Number of returns with State and local income taxes 560
State and local income taxes amount $2,387,000
Number of returns with State and local general sales tax 90
State and local general sales tax amount $99,000
Number of returns with real estate taxes 600
Real estate taxes amount $1,181,000
Number of returns with taxes paid 670
Taxes paid amount $3,863,000
Number of returns with mortgage interest paid 510
Mortgage interest paid amount $2,889,000
Number of returns with contributions 530
Contributions amount $1,913,000
Number of returns with taxable income 1,560
Taxable income amount $61,886,000
Number of returns with income tax before credits 1,550
Income tax before credits amount $8,410,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 660
Total tax credits amount $863,000
Number of returns with foreign tax credit 100
Foreign tax credit amount $7,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $47,000
Number of returns with nonrefundable education credit 120
Nonrefundable education credit amount $137,000
Number of returns with retirement savings contribution credit 120
Retirement savings contribution credit amount $20,000
Number of returns with child tax credit 410
Child tax credit amount $625,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $19,000
Number of returns with self-employment tax 220
Self-employment tax amount $624,000
Number of returns with total tax payments 1,530
Total tax payments amount $10,451,000
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 80
Additional child tax credit amount $122,000
Number of returns with refundable education credit 80
Refundable education credit amount $72,000
Number of returns with income tax 1,470
Income tax amount [10] $7,547,000
Number of returns with tax liability 1,500
Total tax liability amount [11] $8,277,000
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] $929,000
Number of returns with overpayments refunded 1,110
Overpayments refunded amount [13] $2,990,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $112,000

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

Number of returns 1,100
Number of single returns 190
Number of joint returns 860
Number of head of household returns 50
Number of returns with paid preparer's signature 660
Number of exemptions 2,730
Number of dependents 770
Total number of volunteer prepared returns [5] 20
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 20
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 70
Number of elderly returns [4] 440
Adjust gross income (AGI) [5] $95,700,000
Number of returns with total income 1,100
Salaries and wages amount $96,866,000
Number of returns with salaries and wages 900
Salaries and wages amount $64,430
Number of returns with taxable interest 510
Taxable interest amount $488
Number of returns with ordinary dividends 350
Ordinary dividends amount $1,682,000
Number of returns with qualified dividends 320
Qualified dividends amount [6] $1,282
Number of returns with state and local income tax refunds 450
State and local income tax refunds amount $340
Number of returns with business or professional net income (less loss) 250
Business or professional net income (less loss) amount $2,396,000
Number of returns with net capital gain (less loss) 280
Net capital gain (less loss) amount $1,531,000
Number of returns with taxable individual retirement arrangements distributions 230
Taxable individual retirement arrangements distributions amount $3,993,000
Number of returns with taxable pensions and annuities 420
Taxable pensions and annuities amount $13,917,000
Number of farm returns 50
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $132,000
Number of returns with taxable Social Security benefits 330
Taxable Social Security benefits amount $6,729,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $1,419,000
Number of returns with total statutory adjustments 410
Total statutory adjustments amount $1,166,000
Number of returns with educator expenses 40
Educator expenses amount $11,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $300,000
Number of returns with IRA payments 40
IRA payments amount $210,000
Number of returns with student loan interest deduction 180
Student loan interest deduction amount $235,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 650
Total itemized deductions amount $12,757,000
Amount of AGI for itemized returns $56,968,000
Number of returns with State and local income taxes 570
State and local income taxes amount $3,270,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $77,000
Number of returns with real estate taxes 610
Real estate taxes amount $1,378,000
Number of returns with taxes paid 650
Taxes paid amount $4,932,000
Number of returns with mortgage interest paid 530
Mortgage interest paid amount $3,273,000
Number of returns with contributions 540
Contributions amount $2,401,000
Number of returns with taxable income 1,100
Taxable income amount $66,252,000
Number of returns with income tax before credits 1,090
Income tax before credits amount $9,343,000
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 $798,000
Number of returns with foreign tax credit 110
Foreign tax credit amount $9,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $59,000
Number of returns with nonrefundable education credit 120
Nonrefundable education credit amount $143,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 330
Child tax credit amount $556,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 190
Self-employment tax amount $451,000
Number of returns with total tax payments 1,080
Total tax payments amount $10,368,000
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 80
Refundable education credit amount $72,000
Number of returns with income tax 1,090
Income tax amount [10] $8,545,000
Number of returns with tax liability 1,090
Total tax liability amount [11] $9,093,000
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] $927,000
Number of returns with overpayments refunded 710
Overpayments refunded amount [13] $2,097,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $100,000

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

Number of returns 1,800
Number of single returns 130
Number of joint returns 1,630
Number of head of household returns 40
Number of returns with paid preparer's signature 1,060
Number of exemptions 5,090
Number of dependents 1,660
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] 70
Number of elderly returns [4] 610
Adjust gross income (AGI) [5] $241,762,000
Number of returns with total income 1,800
Salaries and wages amount $244,465,000
Number of returns with salaries and wages 1,590
Salaries and wages amount $174,409
Number of returns with taxable interest 990
Taxable interest amount $1,450
Number of returns with ordinary dividends 670
Ordinary dividends amount $4,982,000
Number of returns with qualified dividends 630
Qualified dividends amount [6] $4,043
Number of returns with state and local income tax refunds 1,090
State and local income tax refunds amount $1,113
Number of returns with business or professional net income (less loss) 410
Business or professional net income (less loss) amount $6,692,000
Number of returns with net capital gain (less loss) 570
Net capital gain (less loss) amount $6,108,000
Number of returns with taxable individual retirement arrangements distributions 340
Taxable individual retirement arrangements distributions amount $8,044,000
Number of returns with taxable pensions and annuities 590
Taxable pensions and annuities amount $25,502,000
Number of farm returns 130
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $153,000
Number of returns with taxable Social Security benefits 420
Taxable Social Security benefits amount $9,963,000
Number of returns with partnership/S-corp net income (less loss) 240
Partnership/S-corp net income (less loss) amount $6,255,000
Number of returns with total statutory adjustments 760
Total statutory adjustments amount $2,703,000
Number of returns with educator expenses 120
Educator expenses amount $33,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $377,000
Number of returns with self-employment health insurance deduction 100
Self-employment health insurance deduction amount $717,000
Number of returns with IRA payments 70
IRA payments amount $448,000
Number of returns with student loan interest deduction 270
Student loan interest deduction amount $295,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $50,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,480
Total itemized deductions amount $36,659,000
Amount of AGI for itemized returns $202,451,000
Number of returns with State and local income taxes 1,410
State and local income taxes amount $12,939,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $104,000
Number of returns with real estate taxes 1,440
Real estate taxes amount $3,931,000
Number of returns with taxes paid 1,480
Taxes paid amount $17,658,000
Number of returns with mortgage interest paid 1,220
Mortgage interest paid amount $8,382,000
Number of returns with contributions 1,340
Contributions amount $7,597,000
Number of returns with taxable income 1,800
Taxable income amount $180,381,000
Number of returns with income tax before credits 1,790
Income tax before credits amount $29,788,000
Number of returns with alternative minimum tax 20
Alternative minimum tax amount $50,000
Number of returns with total tax credits 850
Total tax credits amount $1,218,000
Number of returns with foreign tax credit 220
Foreign tax credit amount $40,000
Number of returns with child and dependent care credit 220
Child and dependent care credit amount $117,000
Number of returns with nonrefundable education credit 210
Nonrefundable education credit amount $278,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 420
Child tax credit amount $594,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $28,000
Number of returns with self-employment tax 320
Self-employment tax amount $1,196,000
Number of returns with total tax payments 1,780
Total tax payments amount $31,712,000
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 170
Refundable education credit amount $165,000
Number of returns with income tax 1,790
Income tax amount [10] $28,569,000
Number of returns with tax liability 1,790
Total tax liability amount [11] $29,998,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 680
Tax due at time of filing amount [12] $3,148,000
Number of returns with overpayments refunded 1,040
Overpayments refunded amount [13] $4,298,000
Number of returns with credit to next year’s estimated tax 110
Credited to next year’s estimated tax amount $540,000

Adjusted Gross Income: $200,000 or more

Number of returns 490
Number of single returns 40
Number of joint returns 440
Number of head of household returns 0
Number of returns with paid preparer's signature 380
Number of exemptions 1,370
Number of dependents 440
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] 190
Adjust gross income (AGI) [5] $287,502,000
Number of returns with total income 490
Salaries and wages amount $291,580,000
Number of returns with salaries and wages 420
Salaries and wages amount $98,715
Number of returns with taxable interest 370
Taxable interest amount $2,762
Number of returns with ordinary dividends 290
Ordinary dividends amount $6,223,000
Number of returns with qualified dividends 270
Qualified dividends amount [6] $4,732
Number of returns with state and local income tax refunds 250
State and local income tax refunds amount $728
Number of returns with business or professional net income (less loss) 150
Business or professional net income (less loss) amount $7,770,000
Number of returns with net capital gain (less loss) 290
Net capital gain (less loss) amount $33,981,000
Number of returns with taxable individual retirement arrangements distributions 90
Taxable individual retirement arrangements distributions amount $4,242,000
Number of returns with taxable pensions and annuities 140
Taxable pensions and annuities amount $7,254,000
Number of farm returns 80
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 110
Taxable Social Security benefits amount $2,789,000
Number of returns with partnership/S-corp net income (less loss) 220
Partnership/S-corp net income (less loss) amount $38,574,000
Number of returns with total statutory adjustments 220
Total statutory adjustments amount $4,078,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $878,000
Number of returns with self-employment health insurance deduction 100
Self-employment health insurance deduction amount $1,034,000
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 30
Domestic production activities deduction amount $841,000
Number of returns with itemized deductions 470
Total itemized deductions amount $26,824,000
Amount of AGI for itemized returns $279,721,000
Number of returns with State and local income taxes 460
State and local income taxes amount $16,512,000
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 440
Real estate taxes amount $2,101,000
Number of returns with taxes paid 470
Taxes paid amount $18,894,000
Number of returns with mortgage interest paid 350
Mortgage interest paid amount $3,653,000
Number of returns with contributions 440
Contributions amount $7,316,000
Number of returns with taxable income 490
Taxable income amount $167,569,000
Number of returns with income tax before credits 490
Income tax before credits amount $61,639,000
Number of returns with alternative minimum tax 260
Alternative minimum tax amount $1,352,000
Number of returns with total tax credits 180
Total tax credits amount $345,000
Number of returns with foreign tax credit 140
Foreign tax credit amount $60,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $20,000
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 140
Self-employment tax amount $1,080,000
Number of returns with total tax payments 490
Total tax payments amount $42,337,000
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 490
Income tax amount [10] $61,118,000
Number of returns with tax liability 490
Total tax liability amount [11] $44,089,000
Number of returns with net investment income tax 240
Net investment income tax $707,000
Number of returns with tax due at time of filing 260
Tax due at time of filing amount [12] $6,231,000
Number of returns with overpayments refunded 160
Overpayments refunded amount [13] $1,663,000
Number of returns with credit to next year’s estimated tax 90
Credited to next year’s estimated tax amount $3,230,000

[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.