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ZIP Code Database - Facts & Stats

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ZIP Code 40503 Income Tax Stats

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

ZIP Code 40503 Data

Zip Code:40503
City:Lexington
State:KY [Kentucky]
Counties: FAYETTE, KY
City Alias(es):Lexington
Area Code:859
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





40503 Income Tax Overview

Total Number of Tax Returns for ZIP Code 40503 [1] 13,240
Total Number of Single Tax Returns for ZIP Code 40503 4,640
Total Number of Joint Tax Returns for ZIP Code 40503 4,970
Total Number of Dependents for ZIP Code 40503 6,250
Total Adjusted Gross Income for ZIP Code 40503 $841,031,000
Average Income per Person for ZIP Code 40503 $30,034
Average Income per Household for ZIP Code 40503 $63,522

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


Adjusted Gross Income: 1 under $25,000

Number of returns 4,270
Number of single returns 3,350
Number of joint returns 430
Number of head of household returns 390
Number of returns with paid preparer's signature 1,820
Number of exemptions 4,790
Number of dependents 1,050
Total number of volunteer prepared returns [5] 140
Number of volunteer income tax assistance (VITA) prepared returns [3] 50
Number of tax counseling for the elderly (TCE) prepared returns [3] 90
Number of volunteer prepared returns with Earned Income Credit 30
Number of refund anticipation check returns [3] 490
Number of elderly returns [4] 840
Adjust gross income (AGI) [5] $52,775,000
Number of returns with total income 4,270
Salaries and wages amount $53,846,000
Number of returns with salaries and wages 3,370
Salaries and wages amount $40,892
Number of returns with taxable interest 670
Taxable interest amount $326
Number of returns with ordinary dividends 490
Ordinary dividends amount $962,000
Number of returns with qualified dividends 450
Qualified dividends amount [6] $616
Number of returns with state and local income tax refunds 90
State and local income tax refunds amount $48
Number of returns with business or professional net income (less loss) 570
Business or professional net income (less loss) amount $3,415,000
Number of returns with net capital gain (less loss) 400
Net capital gain (less loss) amount $576,000
Number of returns with taxable individual retirement arrangements distributions 300
Taxable individual retirement arrangements distributions amount $1,715,000
Number of returns with taxable pensions and annuities 560
Taxable pensions and annuities amount $5,448,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $261,000
Number of returns with taxable Social Security benefits 250
Taxable Social Security benefits amount $462,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $126,000
Number of returns with total statutory adjustments 740
Total statutory adjustments amount $1,071,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $103,000
Number of returns with self-employment health insurance deduction 90
Self-employment health insurance deduction amount $226,000
Number of returns with IRA payments 30
IRA payments amount $96,000
Number of returns with student loan interest deduction 220
Student loan interest deduction amount $189,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $125,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 310
Total itemized deductions amount $5,000,000
Amount of AGI for itemized returns $4,546,000
Number of returns with State and local income taxes 130
State and local income taxes amount $184,000
Number of returns with State and local general sales tax 140
State and local general sales tax amount $105,000
Number of returns with real estate taxes 210
Real estate taxes amount $543,000
Number of returns with taxes paid 300
Taxes paid amount $903,000
Number of returns with mortgage interest paid 140
Mortgage interest paid amount $688,000
Number of returns with contributions 210
Contributions amount $438,000
Number of returns with taxable income 2,110
Taxable income amount $12,904,000
Number of returns with income tax before credits 2,060
Income tax before credits amount $1,354,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 530
Total tax credits amount $192,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 20
Child and dependent care credit amount $6,000
Number of returns with nonrefundable education credit 230
Nonrefundable education credit amount $124,000
Number of returns with retirement savings contribution credit 170
Retirement savings contribution credit amount $28,000
Number of returns with child tax credit 90
Child tax credit amount $31,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 470
Self-employment tax amount $611,000
Number of returns with total tax payments 3,870
Total tax payments amount $6,744,000
Number of returns with earned income credit 1,030
Earned income credit amount [8] $2,023,000
Number of returns with excess earned income credit 880
Excess earned income credit (refundable) amount [9] $1,749,000
Number of returns with additional child tax credit 500
Additional child tax credit amount $606,000
Number of returns with refundable education credit 230
Refundable education credit amount $193,000
Number of returns with income tax 1,770
Income tax amount [10] $1,161,000
Number of returns with tax liability 2,170
Total tax liability amount [11] $1,855,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 430
Tax due at time of filing amount [12] $355,000
Number of returns with overpayments refunded 3,550
Overpayments refunded amount [13] $5,179,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $55,000

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

Number of returns 3,070
Number of single returns 1,890
Number of joint returns 660
Number of head of household returns 410
Number of returns with paid preparer's signature 1,420
Number of exemptions 5,090
Number of dependents 1,380
Total number of volunteer prepared returns [5] 90
Number of volunteer income tax assistance (VITA) prepared returns [3] 40
Number of tax counseling for the elderly (TCE) prepared returns [3] 50
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 360
Number of elderly returns [4] 760
Adjust gross income (AGI) [5] $112,291,000
Number of returns with total income 3,070
Salaries and wages amount $113,838,000
Number of returns with salaries and wages 2,530
Salaries and wages amount $86,107
Number of returns with taxable interest 740
Taxable interest amount $567
Number of returns with ordinary dividends 490
Ordinary dividends amount $1,498,000
Number of returns with qualified dividends 460
Qualified dividends amount [6] $1,111
Number of returns with state and local income tax refunds 350
State and local income tax refunds amount $173
Number of returns with business or professional net income (less loss) 370
Business or professional net income (less loss) amount $4,036,000
Number of returns with net capital gain (less loss) 430
Net capital gain (less loss) amount $1,155,000
Number of returns with taxable individual retirement arrangements distributions 320
Taxable individual retirement arrangements distributions amount $3,600,000
Number of returns with taxable pensions and annuities 610
Taxable pensions and annuities amount $11,419,000
Number of farm returns 30
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $315,000
Number of returns with taxable Social Security benefits 580
Taxable Social Security benefits amount $3,934,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $443,000
Number of returns with total statutory adjustments 810
Total statutory adjustments amount $1,547,000
Number of returns with educator expenses 90
Educator expenses amount $21,000
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 $315,000
Number of returns with IRA payments 60
IRA payments amount $189,000
Number of returns with student loan interest deduction 430
Student loan interest deduction amount $471,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $59,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 700
Total itemized deductions amount $9,713,000
Amount of AGI for itemized returns $27,420,000
Number of returns with State and local income taxes 530
State and local income taxes amount $1,553,000
Number of returns with State and local general sales tax 140
State and local general sales tax amount $107,000
Number of returns with real estate taxes 580
Real estate taxes amount $1,126,000
Number of returns with taxes paid 690
Taxes paid amount $2,894,000
Number of returns with mortgage interest paid 480
Mortgage interest paid amount $2,224,000
Number of returns with contributions 500
Contributions amount $1,312,000
Number of returns with taxable income 2,990
Taxable income amount $62,432,000
Number of returns with income tax before credits 2,960
Income tax before credits amount $7,683,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,090
Total tax credits amount $865,000
Number of returns with foreign tax credit 120
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 120
Child and dependent care credit amount $67,000
Number of returns with nonrefundable education credit 260
Nonrefundable education credit amount $254,000
Number of returns with retirement savings contribution credit 350
Retirement savings contribution credit amount $58,000
Number of returns with child tax credit 520
Child tax credit amount $468,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $5,000
Number of returns with self-employment tax 280
Self-employment tax amount $668,000
Number of returns with total tax payments 2,980
Total tax payments amount $12,145,000
Number of returns with earned income credit 450
Earned income credit amount [8] $852,000
Number of returns with excess earned income credit 340
Excess earned income credit (refundable) amount [9] $670,000
Number of returns with additional child tax credit 360
Additional child tax credit amount $517,000
Number of returns with refundable education credit 130
Refundable education credit amount $104,000
Number of returns with income tax 2,590
Income tax amount [10] $6,818,000
Number of returns with tax liability 2,680
Total tax liability amount [11] $7,597,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 550
Tax due at time of filing amount [12] $840,000
Number of returns with overpayments refunded 2,440
Overpayments refunded amount [13] $5,179,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $104,000

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

Number of returns 1,950
Number of single returns 870
Number of joint returns 800
Number of head of household returns 200
Number of returns with paid preparer's signature 1,010
Number of exemptions 3,680
Number of dependents 940
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] 160
Number of elderly returns [4] 670
Adjust gross income (AGI) [5] $119,660,000
Number of returns with total income 1,950
Salaries and wages amount $121,323,000
Number of returns with salaries and wages 1,590
Salaries and wages amount $85,014
Number of returns with taxable interest 750
Taxable interest amount $631
Number of returns with ordinary dividends 480
Ordinary dividends amount $1,736,000
Number of returns with qualified dividends 450
Qualified dividends amount [6] $1,196
Number of returns with state and local income tax refunds 590
State and local income tax refunds amount $358
Number of returns with business or professional net income (less loss) 300
Business or professional net income (less loss) amount $3,704,000
Number of returns with net capital gain (less loss) 400
Net capital gain (less loss) amount $1,729,000
Number of returns with taxable individual retirement arrangements distributions 330
Taxable individual retirement arrangements distributions amount $4,068,000
Number of returns with taxable pensions and annuities 540
Taxable pensions and annuities amount $14,864,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $184,000
Number of returns with taxable Social Security benefits 480
Taxable Social Security benefits amount $7,089,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $1,267,000
Number of returns with total statutory adjustments 650
Total statutory adjustments amount $1,663,000
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 70
Self-employment health insurance deduction amount $330,000
Number of returns with IRA payments 60
IRA payments amount $287,000
Number of returns with student loan interest deduction 330
Student loan interest deduction amount $363,000
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 940
Total itemized deductions amount $14,393,000
Amount of AGI for itemized returns $58,332,000
Number of returns with State and local income taxes 790
State and local income taxes amount $3,533,000
Number of returns with State and local general sales tax 130
State and local general sales tax amount $156,000
Number of returns with real estate taxes 840
Real estate taxes amount $1,752,000
Number of returns with taxes paid 940
Taxes paid amount $5,675,000
Number of returns with mortgage interest paid 720
Mortgage interest paid amount $3,507,000
Number of returns with contributions 750
Contributions amount $2,061,000
Number of returns with taxable income 1,940
Taxable income amount $80,082,000
Number of returns with income tax before credits 1,930
Income tax before credits amount $11,237,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 730
Total tax credits amount $923,000
Number of returns with foreign tax credit 150
Foreign tax credit amount $17,000
Number of returns with child and dependent care credit 120
Child and dependent care credit amount $63,000
Number of returns with nonrefundable education credit 150
Nonrefundable education credit amount $183,000
Number of returns with retirement savings contribution credit 110
Retirement savings contribution credit amount $20,000
Number of returns with child tax credit 410
Child tax credit amount $605,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $8,000
Number of returns with self-employment tax 230
Self-employment tax amount $677,000
Number of returns with total tax payments 1,910
Total tax payments amount $13,499,000
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 60
Additional child tax credit amount $72,000
Number of returns with refundable education credit 80
Refundable education credit amount $76,000
Number of returns with income tax 1,870
Income tax amount [10] $10,314,000
Number of returns with tax liability 1,890
Total tax liability amount [11] $11,088,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 510
Tax due at time of filing amount [12] $1,224,000
Number of returns with overpayments refunded 1,380
Overpayments refunded amount [13] $3,494,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $115,000

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

Number of returns 1,460
Number of single returns 360
Number of joint returns 990
Number of head of household returns 70
Number of returns with paid preparer's signature 740
Number of exemptions 3,330
Number of dependents 890
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] 80
Number of elderly returns [4] 520
Adjust gross income (AGI) [5] $126,272,000
Number of returns with total income 1,460
Salaries and wages amount $127,555,000
Number of returns with salaries and wages 1,200
Salaries and wages amount $88,919
Number of returns with taxable interest 650
Taxable interest amount $472
Number of returns with ordinary dividends 510
Ordinary dividends amount $2,222,000
Number of returns with qualified dividends 480
Qualified dividends amount [6] $1,681
Number of returns with state and local income tax refunds 580
State and local income tax refunds amount $363
Number of returns with business or professional net income (less loss) 270
Business or professional net income (less loss) amount $2,795,000
Number of returns with net capital gain (less loss) 440
Net capital gain (less loss) amount $2,741,000
Number of returns with taxable individual retirement arrangements distributions 280
Taxable individual retirement arrangements distributions amount $4,709,000
Number of returns with taxable pensions and annuities 440
Taxable pensions and annuities amount $15,373,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $154,000
Number of returns with taxable Social Security benefits 400
Taxable Social Security benefits amount $7,522,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $1,513,000
Number of returns with total statutory adjustments 520
Total statutory adjustments amount $1,283,000
Number of returns with educator expenses 80
Educator expenses amount $21,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $241,000
Number of returns with IRA payments 50
IRA payments amount $202,000
Number of returns with student loan interest deduction 250
Student loan interest deduction amount $332,000
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 900
Total itemized deductions amount $15,579,000
Amount of AGI for itemized returns $78,861,000
Number of returns with State and local income taxes 800
State and local income taxes amount $5,101,000
Number of returns with State and local general sales tax 90
State and local general sales tax amount $87,000
Number of returns with real estate taxes 830
Real estate taxes amount $1,802,000
Number of returns with taxes paid 900
Taxes paid amount $7,250,000
Number of returns with mortgage interest paid 720
Mortgage interest paid amount $3,704,000
Number of returns with contributions 740
Contributions amount $2,617,000
Number of returns with taxable income 1,450
Taxable income amount $90,461,000
Number of returns with income tax before credits 1,450
Income tax before credits amount $13,222,000
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 $949,000
Number of returns with foreign tax credit 180
Foreign tax credit amount $11,000
Number of returns with child and dependent care credit 140
Child and dependent care credit amount $84,000
Number of returns with nonrefundable education credit 140
Nonrefundable education credit amount $168,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 400
Child tax credit amount $636,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $7,000
Number of returns with self-employment tax 210
Self-employment tax amount $555,000
Number of returns with total tax payments 1,440
Total tax payments amount $14,588,000
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 70
Refundable education credit amount $66,000
Number of returns with income tax 1,440
Income tax amount [10] $12,273,000
Number of returns with tax liability 1,450
Total tax liability amount [11] $12,903,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 450
Tax due at time of filing amount [12] $1,105,000
Number of returns with overpayments refunded 970
Overpayments refunded amount [13] $2,665,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $120,000

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

Number of returns 2,020
Number of single returns 260
Number of joint returns 1,700
Number of head of household returns 50
Number of returns with paid preparer's signature 1,110
Number of exemptions 5,350
Number of dependents 1,620
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] 100
Number of elderly returns [4] 740
Adjust gross income (AGI) [5] $268,010,000
Number of returns with total income 2,020
Salaries and wages amount $271,303,000
Number of returns with salaries and wages 1,720
Salaries and wages amount $185,145
Number of returns with taxable interest 1,100
Taxable interest amount $1,422
Number of returns with ordinary dividends 850
Ordinary dividends amount $5,841,000
Number of returns with qualified dividends 800
Qualified dividends amount [6] $4,387
Number of returns with state and local income tax refunds 1,160
State and local income tax refunds amount $1,043
Number of returns with business or professional net income (less loss) 440
Business or professional net income (less loss) amount $8,012,000
Number of returns with net capital gain (less loss) 730
Net capital gain (less loss) amount $8,678,000
Number of returns with taxable individual retirement arrangements distributions 440
Taxable individual retirement arrangements distributions amount $10,861,000
Number of returns with taxable pensions and annuities 640
Taxable pensions and annuities amount $28,303,000
Number of farm returns 50
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $170,000
Number of returns with taxable Social Security benefits 510
Taxable Social Security benefits amount $11,880,000
Number of returns with partnership/S-corp net income (less loss) 240
Partnership/S-corp net income (less loss) amount $7,288,000
Number of returns with total statutory adjustments 860
Total statutory adjustments amount $3,293,000
Number of returns with educator expenses 140
Educator expenses amount $38,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $492,000
Number of returns with self-employment health insurance deduction 110
Self-employment health insurance deduction amount $707,000
Number of returns with IRA payments 80
IRA payments amount $451,000
Number of returns with student loan interest deduction 330
Student loan interest deduction amount $402,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $69,000
Returns with domestic production activities deduction 40
Domestic production activities deduction amount $157,000
Number of returns with itemized deductions 1,630
Total itemized deductions amount $38,303,000
Amount of AGI for itemized returns $219,705,000
Number of returns with State and local income taxes 1,530
State and local income taxes amount $14,468,000
Number of returns with State and local general sales tax 110
State and local general sales tax amount $204,000
Number of returns with real estate taxes 1,550
Real estate taxes amount $4,051,000
Number of returns with taxes paid 1,630
Taxes paid amount $19,278,000
Number of returns with mortgage interest paid 1,300
Mortgage interest paid amount $7,719,000
Number of returns with contributions 1,430
Contributions amount $7,072,000
Number of returns with taxable income 2,020
Taxable income amount $203,004,000
Number of returns with income tax before credits 2,010
Income tax before credits amount $33,956,000
Number of returns with alternative minimum tax 30
Alternative minimum tax amount $58,000
Number of returns with total tax credits 960
Total tax credits amount $1,064,000
Number of returns with foreign tax credit 310
Foreign tax credit amount $35,000
Number of returns with child and dependent care credit 260
Child and dependent care credit amount $151,000
Number of returns with nonrefundable education credit 200
Nonrefundable education credit amount $259,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 450
Child tax credit amount $577,000
Number of returns with residential energy tax credit 70
Residential energy tax credit amount $15,000
Number of returns with self-employment tax 370
Self-employment tax amount $1,459,000
Number of returns with total tax payments 2,000
Total tax payments amount $35,815,000
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 160
Refundable education credit amount $151,000
Number of returns with income tax 2,010
Income tax amount [10] $32,893,000
Number of returns with tax liability 2,010
Total tax liability amount [11] $34,536,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 790
Tax due at time of filing amount [12] $3,405,000
Number of returns with overpayments refunded 1,120
Overpayments refunded amount [13] $4,035,000
Number of returns with credit to next year’s estimated tax 130
Credited to next year’s estimated tax amount $591,000

Adjusted Gross Income: $200,000 or more

Number of returns 470
Number of single returns 60
Number of joint returns 390
Number of head of household returns 0
Number of returns with paid preparer's signature 350
Number of exemptions 1,230
Number of dependents 370
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] 200
Adjust gross income (AGI) [5] $162,023,000
Number of returns with total income 470
Salaries and wages amount $164,871,000
Number of returns with salaries and wages 390
Salaries and wages amount $84,253
Number of returns with taxable interest 360
Taxable interest amount $2,110
Number of returns with ordinary dividends 310
Ordinary dividends amount $5,964,000
Number of returns with qualified dividends 300
Qualified dividends amount [6] $5,014
Number of returns with state and local income tax refunds 220
State and local income tax refunds amount $487
Number of returns with business or professional net income (less loss) 120
Business or professional net income (less loss) amount $9,161,000
Number of returns with net capital gain (less loss) 320
Net capital gain (less loss) amount $16,555,000
Number of returns with taxable individual retirement arrangements distributions 130
Taxable individual retirement arrangements distributions amount $5,333,000
Number of returns with taxable pensions and annuities 140
Taxable pensions and annuities amount $8,492,000
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 $3,364,000
Number of returns with partnership/S-corp net income (less loss) 180
Partnership/S-corp net income (less loss) amount $26,498,000
Number of returns with total statutory adjustments 190
Total statutory adjustments amount $2,848,000
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 $1,087,000
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $705,000
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 450
Total itemized deductions amount $22,500,000
Amount of AGI for itemized returns $156,078,000
Number of returns with State and local income taxes 430
State and local income taxes amount $10,049,000
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 430
Real estate taxes amount $1,828,000
Number of returns with taxes paid 450
Taxes paid amount $12,173,000
Number of returns with mortgage interest paid 290
Mortgage interest paid amount $2,261,000
Number of returns with contributions 420
Contributions amount $7,136,000
Number of returns with taxable income 470
Taxable income amount $135,562,000
Number of returns with income tax before credits 470
Income tax before credits amount $33,974,000
Number of returns with alternative minimum tax 270
Alternative minimum tax amount $1,328,000
Number of returns with total tax credits 200
Total tax credits amount $173,000
Number of returns with foreign tax credit 150
Foreign tax credit amount $67,000
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 130
Self-employment tax amount $1,016,000
Number of returns with total tax payments 460
Total tax payments amount $34,912,000
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 460
Income tax amount [10] $33,642,000
Number of returns with tax liability 470
Total tax liability amount [11] $35,592,000
Number of returns with net investment income tax 240
Net investment income tax $588,000
Number of returns with tax due at time of filing 240
Tax due at time of filing amount [12] $4,478,000
Number of returns with overpayments refunded 150
Overpayments refunded amount [13] $1,426,000
Number of returns with credit to next year’s estimated tax 90
Credited to next year’s estimated tax amount $1,391,000

[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.