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ZIP Code Database - Facts & Stats

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ZIP Code 40517 Income Tax Stats

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

ZIP Code 40517 Data

Zip Code:40517
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]


40517 Income Tax Overview

Total Number of Tax Returns for ZIP Code 40517 [1] 17,440
Total Number of Single Tax Returns for ZIP Code 40517 3,870
Total Number of Joint Tax Returns for ZIP Code 40517 3,920
Total Number of Dependents for ZIP Code 40517 9,470
Total Adjusted Gross Income for ZIP Code 40517 $687,586,000
Average Income per Person for ZIP Code 40517 $19,519
Average Income per Household for ZIP Code 40517 $39,426

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 7,490
Number of single returns 5,020
Number of joint returns 580
Number of head of household returns 1,750
Number of returns with paid preparer's signature 3,120
Number of exemptions 11,160
Number of dependents 4,000
Total number of volunteer prepared returns [5] 330
Number of volunteer income tax assistance (VITA) prepared returns [3] 160
Number of tax counseling for the elderly (TCE) prepared returns [3] 170
Number of volunteer prepared returns with Earned Income Credit 90
Number of refund anticipation check returns [3] 1,700
Number of elderly returns [4] 960
Adjust gross income (AGI) [5] $99,329,000
Number of returns with total income 7,490
Salaries and wages amount $100,893,000
Number of returns with salaries and wages 6,520
Salaries and wages amount $86,057
Number of returns with taxable interest 540
Taxable interest amount $194
Number of returns with ordinary dividends 300
Ordinary dividends amount $470,000
Number of returns with qualified dividends 270
Qualified dividends amount [6] $275
Number of returns with state and local income tax refunds 100
State and local income tax refunds amount $49
Number of returns with business or professional net income (less loss) 1,010
Business or professional net income (less loss) amount $6,428,000
Number of returns with net capital gain (less loss) 280
Net capital gain (less loss) amount $189,000
Number of returns with taxable individual retirement arrangements distributions 270
Taxable individual retirement arrangements distributions amount $1,510,000
Number of returns with taxable pensions and annuities 610
Taxable pensions and annuities amount $5,080,000
Number of farm returns 0
Number of returns with unemployment compensation 170
Unemployment compensation amount [7] $632,000
Number of returns with taxable Social Security benefits 220
Taxable Social Security benefits amount $339,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $79,000
Number of returns with total statutory adjustments 1,300
Total statutory adjustments amount $1,564,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $268,000
Number of returns with IRA payments 30
IRA payments amount $61,000
Number of returns with student loan interest deduction 380
Student loan interest deduction amount $316,000
Number of returns with tuition and fees deduction 70
Tuition and fees deduction amount $206,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 290
Total itemized deductions amount $3,656,000
Amount of AGI for itemized returns $4,391,000
Number of returns with State and local income taxes 160
State and local income taxes amount $343,000
Number of returns with State and local general sales tax 100
State and local general sales tax amount $64,000
Number of returns with real estate taxes 180
Real estate taxes amount $292,000
Number of returns with taxes paid 290
Taxes paid amount $775,000
Number of returns with mortgage interest paid 160
Mortgage interest paid amount $669,000
Number of returns with contributions 200
Contributions amount $414,000
Number of returns with taxable income 3,500
Taxable income amount $21,909,000
Number of returns with income tax before credits 3,480
Income tax before credits amount $2,320,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,060
Total tax credits amount $364,000
Number of returns with foreign tax credit 20
Foreign tax credit amount $0
Number of returns with child and dependent care credit 80
Child and dependent care credit amount $28,000
Number of returns with nonrefundable education credit 330
Nonrefundable education credit amount $190,000
Number of returns with retirement savings contribution credit 400
Retirement savings contribution credit amount $56,000
Number of returns with child tax credit 280
Child tax credit amount $85,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 830
Self-employment tax amount $1,085,000
Number of returns with total tax payments 7,150
Total tax payments amount $17,872,000
Number of returns with earned income credit 3,110
Earned income credit amount [8] $8,230,000
Number of returns with excess earned income credit 2,800
Excess earned income credit (refundable) amount [9] $7,506,000
Number of returns with additional child tax credit 1,890
Additional child tax credit amount $2,351,000
Number of returns with refundable education credit 430
Refundable education credit amount $370,000
Number of returns with income tax 2,840
Income tax amount [10] $1,954,000
Number of returns with tax liability 3,610
Total tax liability amount [11] $3,201,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 530
Tax due at time of filing amount [12] $460,000
Number of returns with overpayments refunded 6,730
Overpayments refunded amount [13] $15,093,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $19,000

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

Number of returns 5,530
Number of single returns 3,310
Number of joint returns 890
Number of head of household returns 1,120
Number of returns with paid preparer's signature 2,320
Number of exemptions 9,370
Number of dependents 2,970
Total number of volunteer prepared returns [5] 190
Number of volunteer income tax assistance (VITA) prepared returns [3] 110
Number of tax counseling for the elderly (TCE) prepared returns [3] 80
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 1,060
Number of elderly returns [4] 700
Adjust gross income (AGI) [5] $197,384,000
Number of returns with total income 5,530
Salaries and wages amount $199,374,000
Number of returns with salaries and wages 5,150
Salaries and wages amount $177,068
Number of returns with taxable interest 630
Taxable interest amount $219
Number of returns with ordinary dividends 340
Ordinary dividends amount $666,000
Number of returns with qualified dividends 320
Qualified dividends amount [6] $484
Number of returns with state and local income tax refunds 490
State and local income tax refunds amount $233
Number of returns with business or professional net income (less loss) 510
Business or professional net income (less loss) amount $3,412,000
Number of returns with net capital gain (less loss) 280
Net capital gain (less loss) amount $582,000
Number of returns with taxable individual retirement arrangements distributions 260
Taxable individual retirement arrangements distributions amount $2,206,000
Number of returns with taxable pensions and annuities 660
Taxable pensions and annuities amount $10,466,000
Number of farm returns 0
Number of returns with unemployment compensation 140
Unemployment compensation amount [7] $583,000
Number of returns with taxable Social Security benefits 490
Taxable Social Security benefits amount $3,141,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $378,000
Number of returns with total statutory adjustments 1,400
Total statutory adjustments amount $1,990,000
Number of returns with educator expenses 100
Educator expenses amount $22,000
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $357,000
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $241,000
Number of returns with IRA payments 60
IRA payments amount $176,000
Number of returns with student loan interest deduction 950
Student loan interest deduction amount $957,000
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 960
Total itemized deductions amount $11,683,000
Amount of AGI for itemized returns $36,655,000
Number of returns with State and local income taxes 830
State and local income taxes amount $2,308,000
Number of returns with State and local general sales tax 100
State and local general sales tax amount $152,000
Number of returns with real estate taxes 700
Real estate taxes amount $1,140,000
Number of returns with taxes paid 950
Taxes paid amount $3,798,000
Number of returns with mortgage interest paid 670
Mortgage interest paid amount $2,741,000
Number of returns with contributions 660
Contributions amount $1,447,000
Number of returns with taxable income 5,400
Taxable income amount $110,924,000
Number of returns with income tax before credits 5,390
Income tax before credits amount $13,866,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 2,140
Total tax credits amount $1,757,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 270
Child and dependent care credit amount $151,000
Number of returns with nonrefundable education credit 480
Nonrefundable education credit amount $476,000
Number of returns with retirement savings contribution credit 800
Retirement savings contribution credit amount $124,000
Number of returns with child tax credit 1,090
Child tax credit amount $983,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $9,000
Number of returns with self-employment tax 360
Self-employment tax amount $690,000
Number of returns with total tax payments 5,480
Total tax payments amount $23,347,000
Number of returns with earned income credit 1,150
Earned income credit amount [8] $2,487,000
Number of returns with excess earned income credit 970
Excess earned income credit (refundable) amount [9] $2,153,000
Number of returns with additional child tax credit 850
Additional child tax credit amount $1,203,000
Number of returns with refundable education credit 270
Refundable education credit amount $226,000
Number of returns with income tax 4,580
Income tax amount [10] $12,109,000
Number of returns with tax liability 4,730
Total tax liability amount [11] $13,009,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 740
Tax due at time of filing amount [12] $935,000
Number of returns with overpayments refunded 4,760
Overpayments refunded amount [13] $11,174,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $46,000

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

Number of returns 2,320
Number of single returns 1,030
Number of joint returns 980
Number of head of household returns 240
Number of returns with paid preparer's signature 1,090
Number of exemptions 4,570
Number of dependents 1,270
Total number of volunteer prepared returns [5] 40
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
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] 320
Number of elderly returns [4] 530
Adjust gross income (AGI) [5] $141,717,000
Number of returns with total income 2,320
Salaries and wages amount $143,057,000
Number of returns with salaries and wages 2,120
Salaries and wages amount $118,040
Number of returns with taxable interest 510
Taxable interest amount $254
Number of returns with ordinary dividends 300
Ordinary dividends amount $700,000
Number of returns with qualified dividends 270
Qualified dividends amount [6] $500
Number of returns with state and local income tax refunds 580
State and local income tax refunds amount $316
Number of returns with business or professional net income (less loss) 310
Business or professional net income (less loss) amount $2,200,000
Number of returns with net capital gain (less loss) 270
Net capital gain (less loss) amount $1,100,000
Number of returns with taxable individual retirement arrangements distributions 200
Taxable individual retirement arrangements distributions amount $2,649,000
Number of returns with taxable pensions and annuities 470
Taxable pensions and annuities amount $11,202,000
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 360
Taxable Social Security benefits amount $5,157,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $568,000
Number of returns with total statutory adjustments 780
Total statutory adjustments amount $1,340,000
Number of returns with educator expenses 80
Educator expenses amount $19,000
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 $203,000
Number of returns with IRA payments 40
IRA payments amount $141,000
Number of returns with student loan interest deduction 480
Student loan interest deduction amount $589,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $51,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 870
Total itemized deductions amount $12,574,000
Amount of AGI for itemized returns $53,729,000
Number of returns with State and local income taxes 780
State and local income taxes amount $3,543,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $137,000
Number of returns with real estate taxes 730
Real estate taxes amount $1,136,000
Number of returns with taxes paid 870
Taxes paid amount $5,041,000
Number of returns with mortgage interest paid 670
Mortgage interest paid amount $2,799,000
Number of returns with contributions 650
Contributions amount $1,774,000
Number of returns with taxable income 2,310
Taxable income amount $95,907,000
Number of returns with income tax before credits 2,310
Income tax before credits amount $13,630,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 850
Total tax credits amount $1,214,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 150
Child and dependent care credit amount $87,000
Number of returns with nonrefundable education credit 190
Nonrefundable education credit amount $215,000
Number of returns with retirement savings contribution credit 160
Retirement savings contribution credit amount $24,000
Number of returns with child tax credit 560
Child tax credit amount $856,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $8,000
Number of returns with self-employment tax 240
Self-employment tax amount $433,000
Number of returns with total tax payments 2,310
Total tax payments amount $16,398,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 80
Additional child tax credit amount $83,000
Number of returns with refundable education credit 90
Refundable education credit amount $81,000
Number of returns with income tax 2,250
Income tax amount [10] $12,416,000
Number of returns with tax liability 2,270
Total tax liability amount [11] $13,005,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 520
Tax due at time of filing amount [12] $920,000
Number of returns with overpayments refunded 1,770
Overpayments refunded amount [13] $4,240,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $49,000

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

Number of returns 1,120
Number of single returns 300
Number of joint returns 740
Number of head of household returns 70
Number of returns with paid preparer's signature 550
Number of exemptions 2,520
Number of dependents 670
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] 110
Number of elderly returns [4] 330
Adjust gross income (AGI) [5] $96,068,000
Number of returns with total income 1,120
Salaries and wages amount $97,001,000
Number of returns with salaries and wages 1,000
Salaries and wages amount $74,929
Number of returns with taxable interest 370
Taxable interest amount $158
Number of returns with ordinary dividends 230
Ordinary dividends amount $791,000
Number of returns with qualified dividends 210
Qualified dividends amount [6] $610
Number of returns with state and local income tax refunds 410
State and local income tax refunds amount $242
Number of returns with business or professional net income (less loss) 190
Business or professional net income (less loss) amount $1,881,000
Number of returns with net capital gain (less loss) 200
Net capital gain (less loss) amount $874,000
Number of returns with taxable individual retirement arrangements distributions 160
Taxable individual retirement arrangements distributions amount $2,734,000
Number of returns with taxable pensions and annuities 310
Taxable pensions and annuities amount $9,295,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $169,000
Number of returns with taxable Social Security benefits 230
Taxable Social Security benefits amount $4,460,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $827,000
Number of returns with total statutory adjustments 400
Total statutory adjustments amount $933,000
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 30
Self-employment health insurance deduction amount $172,000
Number of returns with IRA payments 30
IRA payments amount $138,000
Number of returns with student loan interest deduction 220
Student loan interest deduction amount $256,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $43,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 630
Total itemized deductions amount $10,442,000
Amount of AGI for itemized returns $54,969,000
Number of returns with State and local income taxes 580
State and local income taxes amount $3,673,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $58,000
Number of returns with real estate taxes 560
Real estate taxes amount $999,000
Number of returns with taxes paid 630
Taxes paid amount $4,909,000
Number of returns with mortgage interest paid 510
Mortgage interest paid amount $2,392,000
Number of returns with contributions 510
Contributions amount $1,606,000
Number of returns with taxable income 1,120
Taxable income amount $69,718,000
Number of returns with income tax before credits 1,110
Income tax before credits amount $10,487,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 440
Total tax credits amount $707,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $6,000
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $65,000
Number of returns with nonrefundable education credit 90
Nonrefundable education credit amount $106,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 290
Child tax credit amount $458,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $12,000
Number of returns with self-employment tax 150
Self-employment tax amount $366,000
Number of returns with total tax payments 1,100
Total tax payments amount $11,458,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 50
Refundable education credit amount $47,000
Number of returns with income tax 1,100
Income tax amount [10] $9,779,000
Number of returns with tax liability 1,110
Total tax liability amount [11] $10,240,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 340
Tax due at time of filing amount [12] $923,000
Number of returns with overpayments refunded 760
Overpayments refunded amount [13] $2,078,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $36,000

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

Number of returns 860
Number of single returns 170
Number of joint returns 650
Number of head of household returns 30
Number of returns with paid preparer's signature 470
Number of exemptions 2,010
Number of dependents 490
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] 50
Number of elderly returns [4] 290
Adjust gross income (AGI) [5] $110,810,000
Number of returns with total income 860
Salaries and wages amount $112,102,000
Number of returns with salaries and wages 760
Salaries and wages amount $79,969
Number of returns with taxable interest 390
Taxable interest amount $332
Number of returns with ordinary dividends 290
Ordinary dividends amount $1,940,000
Number of returns with qualified dividends 270
Qualified dividends amount [6] $1,535
Number of returns with state and local income tax refunds 440
State and local income tax refunds amount $306
Number of returns with business or professional net income (less loss) 170
Business or professional net income (less loss) amount $2,715,000
Number of returns with net capital gain (less loss) 250
Net capital gain (less loss) amount $3,483,000
Number of returns with taxable individual retirement arrangements distributions 150
Taxable individual retirement arrangements distributions amount $3,922,000
Number of returns with taxable pensions and annuities 280
Taxable pensions and annuities amount $11,401,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $150,000
Number of returns with taxable Social Security benefits 200
Taxable Social Security benefits amount $4,372,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $2,341,000
Number of returns with total statutory adjustments 350
Total statutory adjustments amount $1,292,000
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 40
Self-employment health insurance deduction amount $283,000
Number of returns with IRA payments 30
IRA payments amount $166,000
Number of returns with student loan interest deduction 160
Student loan interest deduction amount $195,000
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 660
Total itemized deductions amount $13,325,000
Amount of AGI for itemized returns $85,926,000
Number of returns with State and local income taxes 620
State and local income taxes amount $5,594,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $57,000
Number of returns with real estate taxes 590
Real estate taxes amount $1,200,000
Number of returns with taxes paid 660
Taxes paid amount $7,096,000
Number of returns with mortgage interest paid 510
Mortgage interest paid amount $2,552,000
Number of returns with contributions 550
Contributions amount $2,478,000
Number of returns with taxable income 860
Taxable income amount $86,801,000
Number of returns with income tax before credits 860
Income tax before credits amount $14,928,000
Number of returns with alternative minimum tax 30
Alternative minimum tax amount $46,000
Number of returns with total tax credits 340
Total tax credits amount $411,000
Number of returns with foreign tax credit 110
Foreign tax credit amount $30,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $35,000
Number of returns with nonrefundable education credit 60
Nonrefundable education credit amount $99,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 150
Child tax credit amount $184,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $8,000
Number of returns with self-employment tax 140
Self-employment tax amount $490,000
Number of returns with total tax payments 860
Total tax payments amount $15,298,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 50
Refundable education credit amount $56,000
Number of returns with income tax 860
Income tax amount [10] $14,517,000
Number of returns with tax liability 860
Total tax liability amount [11] $15,163,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 360
Tax due at time of filing amount [12] $1,908,000
Number of returns with overpayments refunded 480
Overpayments refunded amount [13] $1,910,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $233,000

Adjusted Gross Income: $200,000 or more

Number of returns 120
Number of single returns 30
Number of joint returns 80
Number of head of household returns 0
Number of returns with paid preparer's signature 90
Number of exemptions 270
Number of dependents 70
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] 50
Adjust gross income (AGI) [5] $42,278,000
Number of returns with total income 120
Salaries and wages amount $43,054,000
Number of returns with salaries and wages 100
Salaries and wages amount $20,074
Number of returns with taxable interest 80
Taxable interest amount $572
Number of returns with ordinary dividends 60
Ordinary dividends amount $1,384,000
Number of returns with qualified dividends 60
Qualified dividends amount [6] $1,139
Number of returns with state and local income tax refunds 40
State and local income tax refunds amount $111
Number of returns with business or professional net income (less loss) 40
Business or professional net income (less loss) amount $2,571,000
Number of returns with net capital gain (less loss) 60
Net capital gain (less loss) amount $6,914,000
Number of returns with taxable individual retirement arrangements distributions 20
Taxable individual retirement arrangements distributions amount $512,000
Number of returns with taxable pensions and annuities 40
Taxable pensions and annuities amount $2,428,000
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 40
Taxable Social Security benefits amount $908,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $8,230,000
Number of returns with total statutory adjustments 50
Total statutory adjustments amount $776,000
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 20
Self-employment health insurance deduction amount $187,000
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 110
Total itemized deductions amount $5,050,000
Amount of AGI for itemized returns $39,521,000
Number of returns with State and local income taxes 100
State and local income taxes amount $2,291,000
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 90
Real estate taxes amount $391,000
Number of returns with taxes paid 110
Taxes paid amount $2,751,000
Number of returns with mortgage interest paid 70
Mortgage interest paid amount $705,000
Number of returns with contributions 90
Contributions amount $777,000
Number of returns with taxable income 120
Taxable income amount $37,199,000
Number of returns with income tax before credits 120
Income tax before credits amount $9,141,000
Number of returns with alternative minimum tax 60
Alternative minimum tax amount $278,000
Number of returns with total tax credits 40
Total tax credits amount $26,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $5,000
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 30
Self-employment tax amount $295,000
Number of returns with total tax payments 110
Total tax payments amount $8,562,000
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 120
Income tax amount [10] $9,068,000
Number of returns with tax liability 120
Total tax liability amount [11] $9,562,000
Number of returns with net investment income tax 60
Net investment income tax $97,000
Number of returns with tax due at time of filing 60
Tax due at time of filing amount [12] $2,484,000
Number of returns with overpayments refunded 50
Overpayments refunded amount [13] $427,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

[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.