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ZIP Code Database - Facts & Stats

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ZIP Code 40515 Income Tax Stats

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

ZIP Code 40515 Data

Zip Code:40515
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]


40515 Income Tax Overview

Total Number of Tax Returns for ZIP Code 40515 [1] 17,350
Total Number of Single Tax Returns for ZIP Code 40515 6,070
Total Number of Joint Tax Returns for ZIP Code 40515 6,950
Total Number of Dependents for ZIP Code 40515 9,730
Total Adjusted Gross Income for ZIP Code 40515 $1,345,486,000
Average Income per Person for ZIP Code 40515 $40,050
Average Income per Household for ZIP Code 40515 $77,550

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 5,230
Number of single returns 4,100
Number of joint returns 510
Number of head of household returns 560
Number of returns with paid preparer's signature 2,210
Number of exemptions 5,740
Number of dependents 1,410
Total number of volunteer prepared returns [5] 120
Number of volunteer income tax assistance (VITA) prepared returns [3] 60
Number of tax counseling for the elderly (TCE) prepared returns [3] 60
Number of volunteer prepared returns with Earned Income Credit 30
Number of refund anticipation check returns [3] 660
Number of elderly returns [4] 830
Adjust gross income (AGI) [5] $62,500,000
Number of returns with total income 5,230
Salaries and wages amount $63,896,000
Number of returns with salaries and wages 4,290
Salaries and wages amount $50,257
Number of returns with taxable interest 670
Taxable interest amount $337
Number of returns with ordinary dividends 490
Ordinary dividends amount $864,000
Number of returns with qualified dividends 450
Qualified dividends amount [6] $591
Number of returns with state and local income tax refunds 100
State and local income tax refunds amount $63
Number of returns with business or professional net income (less loss) 780
Business or professional net income (less loss) amount $4,538,000
Number of returns with net capital gain (less loss) 440
Net capital gain (less loss) amount $593,000
Number of returns with taxable individual retirement arrangements distributions 280
Taxable individual retirement arrangements distributions amount $1,764,000
Number of returns with taxable pensions and annuities 490
Taxable pensions and annuities amount $4,478,000
Number of farm returns 20
Number of returns with unemployment compensation 100
Unemployment compensation amount [7] $436,000
Number of returns with taxable Social Security benefits 230
Taxable Social Security benefits amount $468,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $22,000
Number of returns with total statutory adjustments 1,030
Total statutory adjustments amount $1,396,000
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 90
Self-employment health insurance deduction amount $273,000
Number of returns with IRA payments 30
IRA payments amount $101,000
Number of returns with student loan interest deduction 320
Student loan interest deduction amount $291,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $188,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 310
Total itemized deductions amount $4,526,000
Amount of AGI for itemized returns $4,573,000
Number of returns with State and local income taxes 140
State and local income taxes amount $210,000
Number of returns with State and local general sales tax 130
State and local general sales tax amount $81,000
Number of returns with real estate taxes 230
Real estate taxes amount $563,000
Number of returns with taxes paid 300
Taxes paid amount $932,000
Number of returns with mortgage interest paid 170
Mortgage interest paid amount $876,000
Number of returns with contributions 230
Contributions amount $456,000
Number of returns with taxable income 2,520
Taxable income amount $15,630,000
Number of returns with income tax before credits 2,480
Income tax before credits amount $1,665,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 630
Total tax credits amount $259,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $10,000
Number of returns with nonrefundable education credit 250
Nonrefundable education credit amount $168,000
Number of returns with retirement savings contribution credit 230
Retirement savings contribution credit amount $37,000
Number of returns with child tax credit 110
Child tax credit amount $39,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 670
Self-employment tax amount $820,000
Number of returns with total tax payments 4,770
Total tax payments amount $8,682,000
Number of returns with earned income credit 1,390
Earned income credit amount [8] $2,933,000
Number of returns with excess earned income credit 1,180
Excess earned income credit (refundable) amount [9] $2,550,000
Number of returns with additional child tax credit 660
Additional child tax credit amount $818,000
Number of returns with refundable education credit 280
Refundable education credit amount $252,000
Number of returns with income tax 2,110
Income tax amount [10] $1,406,000
Number of returns with tax liability 2,660
Total tax liability amount [11] $2,314,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 560
Tax due at time of filing amount [12] $467,000
Number of returns with overpayments refunded 4,380
Overpayments refunded amount [13] $6,752,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $45,000

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

Number of returns 3,970
Number of single returns 2,430
Number of joint returns 760
Number of head of household returns 620
Number of returns with paid preparer's signature 1,740
Number of exemptions 6,480
Number of dependents 1,780
Total number of volunteer prepared returns [5] 90
Number of volunteer income tax assistance (VITA) prepared returns [3] 50
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] 600
Number of elderly returns [4] 680
Adjust gross income (AGI) [5] $144,547,000
Number of returns with total income 3,970
Salaries and wages amount $146,804,000
Number of returns with salaries and wages 3,520
Salaries and wages amount $121,759
Number of returns with taxable interest 670
Taxable interest amount $445
Number of returns with ordinary dividends 460
Ordinary dividends amount $1,237,000
Number of returns with qualified dividends 440
Qualified dividends amount [6] $860
Number of returns with state and local income tax refunds 470
State and local income tax refunds amount $261
Number of returns with business or professional net income (less loss) 450
Business or professional net income (less loss) amount $4,105,000
Number of returns with net capital gain (less loss) 420
Net capital gain (less loss) amount $1,095,000
Number of returns with taxable individual retirement arrangements distributions 260
Taxable individual retirement arrangements distributions amount $2,606,000
Number of returns with taxable pensions and annuities 580
Taxable pensions and annuities amount $9,965,000
Number of farm returns 40
Number of returns with unemployment compensation 120
Unemployment compensation amount [7] $562,000
Number of returns with taxable Social Security benefits 490
Taxable Social Security benefits amount $3,472,000
Number of returns with partnership/S-corp net income (less loss) 140
Partnership/S-corp net income (less loss) amount $975,000
Number of returns with total statutory adjustments 1,190
Total statutory adjustments amount $2,257,000
Number of returns with educator expenses 120
Educator expenses amount $27,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 100
Self-employment health insurance deduction amount $535,000
Number of returns with IRA payments 80
IRA payments amount $298,000
Number of returns with student loan interest deduction 730
Student loan interest deduction amount $724,000
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 910
Total itemized deductions amount $12,611,000
Amount of AGI for itemized returns $34,979,000
Number of returns with State and local income taxes 740
State and local income taxes amount $2,064,000
Number of returns with State and local general sales tax 140
State and local general sales tax amount $140,000
Number of returns with real estate taxes 710
Real estate taxes amount $1,451,000
Number of returns with taxes paid 900
Taxes paid amount $3,861,000
Number of returns with mortgage interest paid 650
Mortgage interest paid amount $3,037,000
Number of returns with contributions 640
Contributions amount $1,618,000
Number of returns with taxable income 3,840
Taxable income amount $81,444,000
Number of returns with income tax before credits 3,810
Income tax before credits amount $10,131,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,420
Total tax credits amount $1,206,000
Number of returns with foreign tax credit 100
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 180
Child and dependent care credit amount $98,000
Number of returns with nonrefundable education credit 360
Nonrefundable education credit amount $362,000
Number of returns with retirement savings contribution credit 510
Retirement savings contribution credit amount $87,000
Number of returns with child tax credit 680
Child tax credit amount $633,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $8,000
Number of returns with self-employment tax 350
Self-employment tax amount $782,000
Number of returns with total tax payments 3,890
Total tax payments amount $16,442,000
Number of returns with earned income credit 690
Earned income credit amount [8] $1,317,000
Number of returns with excess earned income credit 520
Excess earned income credit (refundable) amount [9] $1,047,000
Number of returns with additional child tax credit 490
Additional child tax credit amount $653,000
Number of returns with refundable education credit 210
Refundable education credit amount $175,000
Number of returns with income tax 3,330
Income tax amount [10] $8,925,000
Number of returns with tax liability 3,480
Total tax liability amount [11] $9,868,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 580
Tax due at time of filing amount [12] $770,000
Number of returns with overpayments refunded 3,320
Overpayments refunded amount [13] $7,233,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $94,000

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

Number of returns 2,400
Number of single returns 1,010
Number of joint returns 1,020
Number of head of household returns 280
Number of returns with paid preparer's signature 1,210
Number of exemptions 4,750
Number of dependents 1,340
Total number of volunteer prepared returns [5] 50
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
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] 250
Number of elderly returns [4] 600
Adjust gross income (AGI) [5] $148,128,000
Number of returns with total income 2,400
Salaries and wages amount $150,156,000
Number of returns with salaries and wages 2,090
Salaries and wages amount $116,260
Number of returns with taxable interest 700
Taxable interest amount $585
Number of returns with ordinary dividends 500
Ordinary dividends amount $1,668,000
Number of returns with qualified dividends 470
Qualified dividends amount [6] $1,151
Number of returns with state and local income tax refunds 680
State and local income tax refunds amount $421
Number of returns with business or professional net income (less loss) 350
Business or professional net income (less loss) amount $3,361,000
Number of returns with net capital gain (less loss) 450
Net capital gain (less loss) amount $1,746,000
Number of returns with taxable individual retirement arrangements distributions 290
Taxable individual retirement arrangements distributions amount $3,827,000
Number of returns with taxable pensions and annuities 540
Taxable pensions and annuities amount $13,045,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $319,000
Number of returns with taxable Social Security benefits 440
Taxable Social Security benefits amount $6,571,000
Number of returns with partnership/S-corp net income (less loss) 140
Partnership/S-corp net income (less loss) amount $1,960,000
Number of returns with total statutory adjustments 890
Total statutory adjustments amount $2,028,000
Number of returns with educator expenses 90
Educator expenses amount $21,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $188,000
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $323,000
Number of returns with IRA payments 60
IRA payments amount $314,000
Number of returns with student loan interest deduction 510
Student loan interest deduction amount $618,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $84,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,140
Total itemized deductions amount $18,183,000
Amount of AGI for itemized returns $71,341,000
Number of returns with State and local income taxes 980
State and local income taxes amount $4,449,000
Number of returns with State and local general sales tax 130
State and local general sales tax amount $175,000
Number of returns with real estate taxes 980
Real estate taxes amount $2,153,000
Number of returns with taxes paid 1,140
Taxes paid amount $7,042,000
Number of returns with mortgage interest paid 880
Mortgage interest paid amount $4,524,000
Number of returns with contributions 880
Contributions amount $2,596,000
Number of returns with taxable income 2,390
Taxable income amount $98,054,000
Number of returns with income tax before credits 2,380
Income tax before credits amount $13,788,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 990
Total tax credits amount $1,292,000
Number of returns with foreign tax credit 160
Foreign tax credit amount $21,000
Number of returns with child and dependent care credit 150
Child and dependent care credit amount $79,000
Number of returns with nonrefundable education credit 220
Nonrefundable education credit amount $256,000
Number of returns with retirement savings contribution credit 160
Retirement savings contribution credit amount $26,000
Number of returns with child tax credit 590
Child tax credit amount $862,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $11,000
Number of returns with self-employment tax 290
Self-employment tax amount $672,000
Number of returns with total tax payments 2,370
Total tax payments amount $16,854,000
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 90
Additional child tax credit amount $134,000
Number of returns with refundable education credit 130
Refundable education credit amount $119,000
Number of returns with income tax 2,310
Income tax amount [10] $12,496,000
Number of returns with tax liability 2,330
Total tax liability amount [11] $13,319,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 560
Tax due at time of filing amount [12] $1,098,000
Number of returns with overpayments refunded 1,790
Overpayments refunded amount [13] $4,504,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $114,000

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

Number of returns 1,650
Number of single returns 390
Number of joint returns 1,130
Number of head of household returns 100
Number of returns with paid preparer's signature 860
Number of exemptions 3,970
Number of dependents 1,190
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] 510
Adjust gross income (AGI) [5] $143,087,000
Number of returns with total income 1,650
Salaries and wages amount $144,902,000
Number of returns with salaries and wages 1,430
Salaries and wages amount $104,424
Number of returns with taxable interest 690
Taxable interest amount $515
Number of returns with ordinary dividends 490
Ordinary dividends amount $2,345,000
Number of returns with qualified dividends 460
Qualified dividends amount [6] $1,751
Number of returns with state and local income tax refunds 730
State and local income tax refunds amount $553
Number of returns with business or professional net income (less loss) 320
Business or professional net income (less loss) amount $4,026,000
Number of returns with net capital gain (less loss) 430
Net capital gain (less loss) amount $2,161,000
Number of returns with taxable individual retirement arrangements distributions 260
Taxable individual retirement arrangements distributions amount $4,799,000
Number of returns with taxable pensions and annuities 460
Taxable pensions and annuities amount $14,602,000
Number of farm returns 30
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $242,000
Number of returns with taxable Social Security benefits 390
Taxable Social Security benefits amount $7,744,000
Number of returns with partnership/S-corp net income (less loss) 140
Partnership/S-corp net income (less loss) amount $2,878,000
Number of returns with total statutory adjustments 590
Total statutory adjustments amount $1,815,000
Number of returns with educator expenses 110
Educator expenses amount $28,000
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 $472,000
Number of returns with IRA payments 50
IRA payments amount $265,000
Number of returns with student loan interest deduction 290
Student loan interest deduction amount $359,000
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 1,110
Total itemized deductions amount $21,011,000
Amount of AGI for itemized returns $97,209,000
Number of returns with State and local income taxes 1,020
State and local income taxes amount $6,243,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $88,000
Number of returns with real estate taxes 990
Real estate taxes amount $2,591,000
Number of returns with taxes paid 1,110
Taxes paid amount $9,279,000
Number of returns with mortgage interest paid 900
Mortgage interest paid amount $5,342,000
Number of returns with contributions 940
Contributions amount $3,302,000
Number of returns with taxable income 1,640
Taxable income amount $99,700,000
Number of returns with income tax before credits 1,640
Income tax before credits amount $14,616,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 750
Total tax credits amount $1,197,000
Number of returns with foreign tax credit 160
Foreign tax credit amount $19,000
Number of returns with child and dependent care credit 170
Child and dependent care credit amount $107,000
Number of returns with nonrefundable education credit 170
Nonrefundable education credit amount $220,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 490
Child tax credit amount $812,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $7,000
Number of returns with self-employment tax 240
Self-employment tax amount $757,000
Number of returns with total tax payments 1,630
Total tax payments amount $16,620,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 110
Refundable education credit amount $102,000
Number of returns with income tax 1,620
Income tax amount [10] $13,419,000
Number of returns with tax liability 1,630
Total tax liability amount [11] $14,288,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 460
Tax due at time of filing amount [12] $1,255,000
Number of returns with overpayments refunded 1,120
Overpayments refunded amount [13] $3,384,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $183,000

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

Number of returns 2,980
Number of single returns 310
Number of joint returns 2,550
Number of head of household returns 90
Number of returns with paid preparer's signature 1,630
Number of exemptions 8,370
Number of dependents 2,850
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] 130
Number of elderly returns [4] 850
Adjust gross income (AGI) [5] $407,713,000
Number of returns with total income 2,980
Salaries and wages amount $413,007,000
Number of returns with salaries and wages 2,670
Salaries and wages amount $307,020
Number of returns with taxable interest 1,570
Taxable interest amount $1,873
Number of returns with ordinary dividends 1,190
Ordinary dividends amount $7,149,000
Number of returns with qualified dividends 1,120
Qualified dividends amount [6] $5,371
Number of returns with state and local income tax refunds 1,890
State and local income tax refunds amount $1,900
Number of returns with business or professional net income (less loss) 660
Business or professional net income (less loss) amount $9,607,000
Number of returns with net capital gain (less loss) 1,080
Net capital gain (less loss) amount $11,624,000
Number of returns with taxable individual retirement arrangements distributions 490
Taxable individual retirement arrangements distributions amount $13,551,000
Number of returns with taxable pensions and annuities 780
Taxable pensions and annuities amount $32,040,000
Number of farm returns 40
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $383,000
Number of returns with taxable Social Security benefits 560
Taxable Social Security benefits amount $12,864,000
Number of returns with partnership/S-corp net income (less loss) 440
Partnership/S-corp net income (less loss) amount $13,203,000
Number of returns with total statutory adjustments 1,320
Total statutory adjustments amount $5,294,000
Number of returns with educator expenses 190
Educator expenses amount $52,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $543,000
Number of returns with self-employment health insurance deduction 170
Self-employment health insurance deduction amount $1,273,000
Number of returns with IRA payments 120
IRA payments amount $706,000
Number of returns with student loan interest deduction 490
Student loan interest deduction amount $552,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $105,000
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $120,000
Number of returns with itemized deductions 2,630
Total itemized deductions amount $66,399,000
Amount of AGI for itemized returns $364,692,000
Number of returns with State and local income taxes 2,510
State and local income taxes amount $24,656,000
Number of returns with State and local general sales tax 120
State and local general sales tax amount $211,000
Number of returns with real estate taxes 2,500
Real estate taxes amount $8,014,000
Number of returns with taxes paid 2,630
Taxes paid amount $33,987,000
Number of returns with mortgage interest paid 2,210
Mortgage interest paid amount $15,041,000
Number of returns with contributions 2,350
Contributions amount $11,273,000
Number of returns with taxable income 2,980
Taxable income amount $302,916,000
Number of returns with income tax before credits 2,970
Income tax before credits amount $51,243,000
Number of returns with alternative minimum tax 90
Alternative minimum tax amount $173,000
Number of returns with total tax credits 1,450
Total tax credits amount $1,776,000
Number of returns with foreign tax credit 430
Foreign tax credit amount $86,000
Number of returns with child and dependent care credit 410
Child and dependent care credit amount $238,000
Number of returns with nonrefundable education credit 320
Nonrefundable education credit amount $453,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 680
Child tax credit amount $900,000
Number of returns with residential energy tax credit 70
Residential energy tax credit amount $29,000
Number of returns with self-employment tax 540
Self-employment tax amount $2,070,000
Number of returns with total tax payments 2,950
Total tax payments amount $55,354,000
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 270
Refundable education credit amount $258,000
Number of returns with income tax 2,960
Income tax amount [10] $49,467,000
Number of returns with tax liability 2,970
Total tax liability amount [11] $51,933,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,100
Tax due at time of filing amount [12] $4,943,000
Number of returns with overpayments refunded 1,750
Overpayments refunded amount [13] $7,334,000
Number of returns with credit to next year’s estimated tax 140
Credited to next year’s estimated tax amount $983,000

Adjusted Gross Income: $200,000 or more

Number of returns 1,120
Number of single returns 100
Number of joint returns 980
Number of head of household returns 30
Number of returns with paid preparer's signature 830
Number of exemptions 3,250
Number of dependents 1,160
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] 340
Adjust gross income (AGI) [5] $439,511,000
Number of returns with total income 1,120
Salaries and wages amount $447,314,000
Number of returns with salaries and wages 1,010
Salaries and wages amount $261,313
Number of returns with taxable interest 810
Taxable interest amount $3,378
Number of returns with ordinary dividends 690
Ordinary dividends amount $11,352,000
Number of returns with qualified dividends 660
Qualified dividends amount [6] $9,087
Number of returns with state and local income tax refunds 570
State and local income tax refunds amount $2,068
Number of returns with business or professional net income (less loss) 340
Business or professional net income (less loss) amount $16,052,000
Number of returns with net capital gain (less loss) 650
Net capital gain (less loss) amount $36,538,000
Number of returns with taxable individual retirement arrangements distributions 190
Taxable individual retirement arrangements distributions amount $9,360,000
Number of returns with taxable pensions and annuities 270
Taxable pensions and annuities amount $14,085,000
Number of farm returns 50
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 180
Taxable Social Security benefits amount $4,900,000
Number of returns with partnership/S-corp net income (less loss) 400
Partnership/S-corp net income (less loss) amount $82,841,000
Number of returns with total statutory adjustments 470
Total statutory adjustments amount $7,803,000
Number of returns with educator expenses 30
Educator expenses amount $7,000
Number of returns with self-employment retirement plans 60
Self-employment retirement plans amount $1,904,000
Number of returns with self-employment health insurance deduction 160
Self-employment health insurance deduction amount $1,716,000
Number of returns with IRA payments 20
IRA payments amount $234,000
Number of returns with student loan interest deduction 0
Student loan interest deduction amount $0
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 40
Domestic production activities deduction amount $1,556,000
Number of returns with itemized deductions 1,100
Total itemized deductions amount $57,438,000
Amount of AGI for itemized returns $433,775,000
Number of returns with State and local income taxes 1,070
State and local income taxes amount $29,734,000
Number of returns with State and local general sales tax 0
State and local general sales tax amount $0
Number of returns with real estate taxes 1,030
Real estate taxes amount $5,973,000
Number of returns with taxes paid 1,100
Taxes paid amount $36,350,000
Number of returns with mortgage interest paid 830
Mortgage interest paid amount $8,757,000
Number of returns with contributions 1,020
Contributions amount $12,160,000
Number of returns with taxable income 1,120
Taxable income amount $372,565,000
Number of returns with income tax before credits 1,120
Income tax before credits amount $99,658,000
Number of returns with alternative minimum tax 700
Alternative minimum tax amount $3,769,000
Number of returns with total tax credits 490
Total tax credits amount $1,026,000
Number of returns with foreign tax credit 340
Foreign tax credit amount $458,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $57,000
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $9,000
Number of returns with self-employment tax 320
Self-employment tax amount $2,278,000
Number of returns with total tax payments 1,110
Total tax payments amount $98,949,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 0
Refundable education credit amount $0
Number of returns with income tax 1,110
Income tax amount [10] $97,715,000
Number of returns with tax liability 1,110
Total tax liability amount [11] $102,534,000
Number of returns with net investment income tax 570
Net investment income tax $1,507,000
Number of returns with tax due at time of filing 580
Tax due at time of filing amount [12] $12,970,000
Number of returns with overpayments refunded 430
Overpayments refunded amount [13] $4,370,000
Number of returns with credit to next year’s estimated tax 140
Credited to next year’s estimated tax amount $4,920,000

[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.