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ZIP Code Database - Facts & Stats

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ZIP Code 40514 Income Tax Stats

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

ZIP Code 40514 Data

Zip Code:40514
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]


40514 Income Tax Overview

Total Number of Tax Returns for ZIP Code 40514 [1] 7,710
Total Number of Single Tax Returns for ZIP Code 40514 3,260
Total Number of Joint Tax Returns for ZIP Code 40514 3,480
Total Number of Dependents for ZIP Code 40514 4,990
Total Adjusted Gross Income for ZIP Code 40514 $531,607,000
Average Income per Person for ZIP Code 40514 $36,295
Average Income per Household for ZIP Code 40514 $68,950

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 2,040
Number of single returns 1,650
Number of joint returns 200
Number of head of household returns 180
Number of returns with paid preparer's signature 780
Number of exemptions 1,930
Number of dependents 460
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] 190
Number of elderly returns [4] 340
Adjust gross income (AGI) [5] $23,341,000
Number of returns with total income 2,040
Salaries and wages amount $23,868,000
Number of returns with salaries and wages 1,670
Salaries and wages amount $17,926
Number of returns with taxable interest 300
Taxable interest amount $134
Number of returns with ordinary dividends 200
Ordinary dividends amount $326,000
Number of returns with qualified dividends 190
Qualified dividends amount [6] $207
Number of returns with state and local income tax refunds 60
State and local income tax refunds amount $35
Number of returns with business or professional net income (less loss) 280
Business or professional net income (less loss) amount $1,861,000
Number of returns with net capital gain (less loss) 190
Net capital gain (less loss) amount $221,000
Number of returns with taxable individual retirement arrangements distributions 130
Taxable individual retirement arrangements distributions amount $985,000
Number of returns with taxable pensions and annuities 230
Taxable pensions and annuities amount $2,015,000
Number of farm returns 0
Number of returns with unemployment compensation 20
Unemployment compensation amount [7] $119,000
Number of returns with taxable Social Security benefits 110
Taxable Social Security benefits amount $188,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $152,000
Number of returns with total statutory adjustments 360
Total statutory adjustments amount $527,000
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 30
Self-employment health insurance deduction amount $89,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 100
Student loan interest deduction amount $95,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $80,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 160
Total itemized deductions amount $2,389,000
Amount of AGI for itemized returns $2,339,000
Number of returns with State and local income taxes 60
State and local income taxes amount $99,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $44,000
Number of returns with real estate taxes 130
Real estate taxes amount $237,000
Number of returns with taxes paid 160
Taxes paid amount $412,000
Number of returns with mortgage interest paid 90
Mortgage interest paid amount $464,000
Number of returns with contributions 130
Contributions amount $272,000
Number of returns with taxable income 980
Taxable income amount $5,832,000
Number of returns with income tax before credits 960
Income tax before credits amount $611,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 240
Total tax credits amount $75,000
Number of returns with foreign tax credit 20
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 80
Nonrefundable education credit amount $43,000
Number of returns with retirement savings contribution credit 90
Retirement savings contribution credit amount $11,000
Number of returns with child tax credit 40
Child tax credit amount $13,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 230
Self-employment tax amount $293,000
Number of returns with total tax payments 1,860
Total tax payments amount $2,958,000
Number of returns with earned income credit 440
Earned income credit amount [8] $971,000
Number of returns with excess earned income credit 380
Excess earned income credit (refundable) amount [9] $816,000
Number of returns with additional child tax credit 210
Additional child tax credit amount $260,000
Number of returns with refundable education credit 80
Refundable education credit amount $65,000
Number of returns with income tax 830
Income tax amount [10] $536,000
Number of returns with tax liability 1,020
Total tax liability amount [11] $861,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 210
Tax due at time of filing amount [12] $168,000
Number of returns with overpayments refunded 1,710
Overpayments refunded amount [13] $2,249,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 1,500
Number of single returns 820
Number of joint returns 370
Number of head of household returns 260
Number of returns with paid preparer's signature 700
Number of exemptions 2,620
Number of dependents 770
Total number of volunteer prepared returns [5] 80
Number of volunteer income tax assistance (VITA) prepared returns [3] 40
Number of tax counseling for the elderly (TCE) prepared returns [3] 40
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 160
Number of elderly returns [4] 370
Adjust gross income (AGI) [5] $56,060,000
Number of returns with total income 1,500
Salaries and wages amount $56,970,000
Number of returns with salaries and wages 1,230
Salaries and wages amount $43,223
Number of returns with taxable interest 390
Taxable interest amount $264
Number of returns with ordinary dividends 250
Ordinary dividends amount $625,000
Number of returns with qualified dividends 230
Qualified dividends amount [6] $416
Number of returns with state and local income tax refunds 230
State and local income tax refunds amount $133
Number of returns with business or professional net income (less loss) 230
Business or professional net income (less loss) amount $2,366,000
Number of returns with net capital gain (less loss) 200
Net capital gain (less loss) amount $398,000
Number of returns with taxable individual retirement arrangements distributions 170
Taxable individual retirement arrangements distributions amount $1,810,000
Number of returns with taxable pensions and annuities 290
Taxable pensions and annuities amount $5,460,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $158,000
Number of returns with taxable Social Security benefits 280
Taxable Social Security benefits amount $1,998,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $467,000
Number of returns with total statutory adjustments 450
Total statutory adjustments amount $910,000
Number of returns with educator expenses 50
Educator expenses amount $12,000
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 $156,000
Number of returns with IRA payments 40
IRA payments amount $142,000
Number of returns with student loan interest deduction 220
Student loan interest deduction amount $244,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $46,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 440
Total itemized deductions amount $6,377,000
Amount of AGI for itemized returns $17,311,000
Number of returns with State and local income taxes 340
State and local income taxes amount $991,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $75,000
Number of returns with real estate taxes 370
Real estate taxes amount $759,000
Number of returns with taxes paid 430
Taxes paid amount $1,908,000
Number of returns with mortgage interest paid 330
Mortgage interest paid amount $1,743,000
Number of returns with contributions 310
Contributions amount $916,000
Number of returns with taxable income 1,450
Taxable income amount $30,218,000
Number of returns with income tax before credits 1,440
Income tax before credits amount $3,732,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 560
Total tax credits amount $492,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $55,000
Number of returns with nonrefundable education credit 110
Nonrefundable education credit amount $108,000
Number of returns with retirement savings contribution credit 220
Retirement savings contribution credit amount $40,000
Number of returns with child tax credit 290
Child tax credit amount $273,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 180
Self-employment tax amount $485,000
Number of returns with total tax payments 1,450
Total tax payments amount $6,203,000
Number of returns with earned income credit 280
Earned income credit amount [8] $543,000
Number of returns with excess earned income credit 220
Excess earned income credit (refundable) amount [9] $421,000
Number of returns with additional child tax credit 210
Additional child tax credit amount $296,000
Number of returns with refundable education credit 60
Refundable education credit amount $52,000
Number of returns with income tax 1,220
Income tax amount [10] $3,240,000
Number of returns with tax liability 1,300
Total tax liability amount [11] $3,782,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 260
Tax due at time of filing amount [12] $490,000
Number of returns with overpayments refunded 1,210
Overpayments refunded amount [13] $2,822,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $41,000

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

Number of returns 1,320
Number of single returns 540
Number of joint returns 550
Number of head of household returns 190
Number of returns with paid preparer's signature 650
Number of exemptions 2,720
Number of dependents 850
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 120
Number of elderly returns [4] 350
Adjust gross income (AGI) [5] $81,804,000
Number of returns with total income 1,320
Salaries and wages amount $82,735,000
Number of returns with salaries and wages 1,150
Salaries and wages amount $63,941
Number of returns with taxable interest 440
Taxable interest amount $277
Number of returns with ordinary dividends 250
Ordinary dividends amount $843,000
Number of returns with qualified dividends 230
Qualified dividends amount [6] $626
Number of returns with state and local income tax refunds 440
State and local income tax refunds amount $273
Number of returns with business or professional net income (less loss) 200
Business or professional net income (less loss) amount $1,597,000
Number of returns with net capital gain (less loss) 220
Net capital gain (less loss) amount $692,000
Number of returns with taxable individual retirement arrangements distributions 170
Taxable individual retirement arrangements distributions amount $2,231,000
Number of returns with taxable pensions and annuities 290
Taxable pensions and annuities amount $7,255,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $181,000
Number of returns with taxable Social Security benefits 250
Taxable Social Security benefits amount $3,736,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $1,246,000
Number of returns with total statutory adjustments 460
Total statutory adjustments amount $931,000
Number of returns with educator expenses 60
Educator expenses amount $14,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $190,000
Number of returns with IRA payments 30
IRA payments amount $125,000
Number of returns with student loan interest deduction 240
Student loan interest deduction amount $257,000
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 690
Total itemized deductions amount $10,654,000
Amount of AGI for itemized returns $43,450,000
Number of returns with State and local income taxes 620
State and local income taxes amount $2,781,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $74,000
Number of returns with real estate taxes 610
Real estate taxes amount $1,325,000
Number of returns with taxes paid 690
Taxes paid amount $4,337,000
Number of returns with mortgage interest paid 550
Mortgage interest paid amount $2,921,000
Number of returns with contributions 550
Contributions amount $1,504,000
Number of returns with taxable income 1,320
Taxable income amount $53,607,000
Number of returns with income tax before credits 1,320
Income tax before credits amount $7,513,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 570
Total tax credits amount $816,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $54,000
Number of returns with nonrefundable education credit 130
Nonrefundable education credit amount $164,000
Number of returns with retirement savings contribution credit 100
Retirement savings contribution credit amount $15,000
Number of returns with child tax credit 370
Child tax credit amount $557,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $7,000
Number of returns with self-employment tax 160
Self-employment tax amount $342,000
Number of returns with total tax payments 1,310
Total tax payments amount $9,183,000
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 50
Additional child tax credit amount $58,000
Number of returns with refundable education credit 80
Refundable education credit amount $70,000
Number of returns with income tax 1,270
Income tax amount [10] $6,698,000
Number of returns with tax liability 1,290
Total tax liability amount [11] $7,112,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 310
Tax due at time of filing amount [12] $616,000
Number of returns with overpayments refunded 990
Overpayments refunded amount [13] $2,620,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $57,000

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

Number of returns 1,010
Number of single returns 200
Number of joint returns 740
Number of head of household returns 50
Number of returns with paid preparer's signature 510
Number of exemptions 2,630
Number of dependents 880
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] 270
Adjust gross income (AGI) [5] $87,162,000
Number of returns with total income 1,010
Salaries and wages amount $88,057,000
Number of returns with salaries and wages 900
Salaries and wages amount $69,013
Number of returns with taxable interest 410
Taxable interest amount $252
Number of returns with ordinary dividends 280
Ordinary dividends amount $855,000
Number of returns with qualified dividends 260
Qualified dividends amount [6] $642
Number of returns with state and local income tax refunds 480
State and local income tax refunds amount $354
Number of returns with business or professional net income (less loss) 190
Business or professional net income (less loss) amount $1,854,000
Number of returns with net capital gain (less loss) 230
Net capital gain (less loss) amount $821,000
Number of returns with taxable individual retirement arrangements distributions 130
Taxable individual retirement arrangements distributions amount $2,046,000
Number of returns with taxable pensions and annuities 250
Taxable pensions and annuities amount $7,882,000
Number of farm returns 40
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $121,000
Number of returns with taxable Social Security benefits 190
Taxable Social Security benefits amount $3,740,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $902,000
Number of returns with total statutory adjustments 400
Total statutory adjustments amount $895,000
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 20
Self-employment health insurance deduction amount $143,000
Number of returns with IRA payments 30
IRA payments amount $165,000
Number of returns with student loan interest deduction 200
Student loan interest deduction amount $249,000
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 710
Total itemized deductions amount $12,864,000
Amount of AGI for itemized returns $61,701,000
Number of returns with State and local income taxes 650
State and local income taxes amount $4,125,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $100,000
Number of returns with real estate taxes 660
Real estate taxes amount $1,556,000
Number of returns with taxes paid 710
Taxes paid amount $6,025,000
Number of returns with mortgage interest paid 600
Mortgage interest paid amount $3,339,000
Number of returns with contributions 580
Contributions amount $2,003,000
Number of returns with taxable income 1,010
Taxable income amount $59,945,000
Number of returns with income tax before credits 1,010
Income tax before credits amount $8,700,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 520
Total tax credits amount $898,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 130
Child and dependent care credit amount $74,000
Number of returns with nonrefundable education credit 110
Nonrefundable education credit amount $140,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 380
Child tax credit amount $642,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 160
Self-employment tax amount $367,000
Number of returns with total tax payments 1,000
Total tax payments amount $9,699,000
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 $65,000
Number of returns with income tax 1,000
Income tax amount [10] $7,801,000
Number of returns with tax liability 1,000
Total tax liability amount [11] $8,225,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 260
Tax due at time of filing amount [12] $717,000
Number of returns with overpayments refunded 730
Overpayments refunded amount [13] $2,123,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $63,000

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

Number of returns 1,600
Number of single returns 160
Number of joint returns 1,400
Number of head of household returns 50
Number of returns with paid preparer's signature 790
Number of exemptions 4,750
Number of dependents 1,750
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 80
Number of elderly returns [4] 380
Adjust gross income (AGI) [5] $213,317,000
Number of returns with total income 1,600
Salaries and wages amount $215,535,000
Number of returns with salaries and wages 1,490
Salaries and wages amount $172,841
Number of returns with taxable interest 800
Taxable interest amount $543
Number of returns with ordinary dividends 550
Ordinary dividends amount $2,244,000
Number of returns with qualified dividends 510
Qualified dividends amount [6] $1,700
Number of returns with state and local income tax refunds 1,070
State and local income tax refunds amount $1,026
Number of returns with business or professional net income (less loss) 350
Business or professional net income (less loss) amount $5,224,000
Number of returns with net capital gain (less loss) 490
Net capital gain (less loss) amount $3,606,000
Number of returns with taxable individual retirement arrangements distributions 230
Taxable individual retirement arrangements distributions amount $4,794,000
Number of returns with taxable pensions and annuities 380
Taxable pensions and annuities amount $13,893,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $170,000
Number of returns with taxable Social Security benefits 230
Taxable Social Security benefits amount $5,034,000
Number of returns with partnership/S-corp net income (less loss) 160
Partnership/S-corp net income (less loss) amount $4,331,000
Number of returns with total statutory adjustments 670
Total statutory adjustments amount $2,218,000
Number of returns with educator expenses 110
Educator expenses amount $30,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $689,000
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $436,000
Number of returns with IRA payments 50
IRA payments amount $248,000
Number of returns with student loan interest deduction 270
Student loan interest deduction amount $303,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $70,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,400
Total itemized deductions amount $33,574,000
Amount of AGI for itemized returns $189,285,000
Number of returns with State and local income taxes 1,350
State and local income taxes amount $13,129,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $68,000
Number of returns with real estate taxes 1,330
Real estate taxes amount $3,496,000
Number of returns with taxes paid 1,400
Taxes paid amount $17,264,000
Number of returns with mortgage interest paid 1,210
Mortgage interest paid amount $7,314,000
Number of returns with contributions 1,240
Contributions amount $5,980,000
Number of returns with taxable income 1,600
Taxable income amount $157,945,000
Number of returns with income tax before credits 1,600
Income tax before credits amount $26,468,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 860
Total tax credits amount $1,257,000
Number of returns with foreign tax credit 200
Foreign tax credit amount $76,000
Number of returns with child and dependent care credit 280
Child and dependent care credit amount $172,000
Number of returns with nonrefundable education credit 190
Nonrefundable education credit amount $293,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 460
Child tax credit amount $601,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $9,000
Number of returns with self-employment tax 290
Self-employment tax amount $992,000
Number of returns with total tax payments 1,590
Total tax payments amount $28,589,000
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 $178,000
Number of returns with income tax 1,590
Income tax amount [10] $25,211,000
Number of returns with tax liability 1,590
Total tax liability amount [11] $26,436,000
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] $2,119,000
Number of returns with overpayments refunded 1,000
Overpayments refunded amount [13] $4,050,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $211,000

Adjusted Gross Income: $200,000 or more

Number of returns 240
Number of single returns 0
Number of joint returns 220
Number of head of household returns 0
Number of returns with paid preparer's signature 170
Number of exemptions 750
Number of dependents 280
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] 60
Adjust gross income (AGI) [5] $69,923,000
Number of returns with total income 240
Salaries and wages amount $71,074,000
Number of returns with salaries and wages 230
Salaries and wages amount $49,607
Number of returns with taxable interest 170
Taxable interest amount $220
Number of returns with ordinary dividends 130
Ordinary dividends amount $1,447,000
Number of returns with qualified dividends 130
Qualified dividends amount [6] $1,141
Number of returns with state and local income tax refunds 130
State and local income tax refunds amount $189
Number of returns with business or professional net income (less loss) 70
Business or professional net income (less loss) amount $4,148,000
Number of returns with net capital gain (less loss) 130
Net capital gain (less loss) amount $3,286,000
Number of returns with taxable individual retirement arrangements distributions 40
Taxable individual retirement arrangements distributions amount $2,051,000
Number of returns with taxable pensions and annuities 60
Taxable pensions and annuities amount $3,073,000
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 30
Taxable Social Security benefits amount $772,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $5,597,000
Number of returns with total statutory adjustments 100
Total statutory adjustments amount $1,151,000
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 30
Self-employment health insurance deduction amount $343,000
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 230
Total itemized deductions amount $9,094,000
Amount of AGI for itemized returns $67,153,000
Number of returns with State and local income taxes 230
State and local income taxes amount $4,509,000
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 210
Real estate taxes amount $703,000
Number of returns with taxes paid 230
Taxes paid amount $5,319,000
Number of returns with mortgage interest paid 170
Mortgage interest paid amount $1,187,000
Number of returns with contributions 210
Contributions amount $1,937,000
Number of returns with taxable income 240
Taxable income amount $58,090,000
Number of returns with income tax before credits 240
Income tax before credits amount $13,900,000
Number of returns with alternative minimum tax 160
Alternative minimum tax amount $579,000
Number of returns with total tax credits 90
Total tax credits amount $645,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $593,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 60
Self-employment tax amount $441,000
Number of returns with total tax payments 240
Total tax payments amount $12,832,000
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 240
Income tax amount [10] $12,916,000
Number of returns with tax liability 240
Total tax liability amount [11] $13,609,000
Number of returns with net investment income tax 100
Net investment income tax $89,000
Number of returns with tax due at time of filing 130
Tax due at time of filing amount [12] $1,839,000
Number of returns with overpayments refunded 90
Overpayments refunded amount [13] $790,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $259,000

[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.