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ZIP Code Database - Facts & Stats

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ZIP Code 41011 Income Tax Stats

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

ZIP Code 41011 Data

Zip Code:41011
City:Covington
State:KY [Kentucky]
Counties: KENTON, KY
City Alias(es):Covington
Area Code:859
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


41011 Income Tax Overview

Total Number of Tax Returns for ZIP Code 41011 [1] 11,680
Total Number of Single Tax Returns for ZIP Code 41011 2,590
Total Number of Joint Tax Returns for ZIP Code 41011 2,970
Total Number of Dependents for ZIP Code 41011 5,870
Total Adjusted Gross Income for ZIP Code 41011 $920,196,000
Average Income per Person for ZIP Code 41011 $35,567
Average Income per Household for ZIP Code 41011 $78,784

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


Adjusted Gross Income: 1 under $25,000

Number of returns 4,330
Number of single returns 3,050
Number of joint returns 250
Number of head of household returns 980
Number of returns with paid preparer's signature 1,680
Number of exemptions 6,120
Number of dependents 2,190
Total number of volunteer prepared returns [5] 190
Number of volunteer income tax assistance (VITA) prepared returns [3] 150
Number of tax counseling for the elderly (TCE) prepared returns [3] 40
Number of volunteer prepared returns with Earned Income Credit 80
Number of refund anticipation check returns [3] 1,010
Number of elderly returns [4] 680
Adjust gross income (AGI) [5] $52,817,000
Number of returns with total income 4,330
Salaries and wages amount $53,606,000
Number of returns with salaries and wages 3,640
Salaries and wages amount $43,173
Number of returns with taxable interest 380
Taxable interest amount $150
Number of returns with ordinary dividends 350
Ordinary dividends amount $687,000
Number of returns with qualified dividends 330
Qualified dividends amount [6] $504
Number of returns with state and local income tax refunds 60
State and local income tax refunds amount $31
Number of returns with business or professional net income (less loss) 580
Business or professional net income (less loss) amount $4,094,000
Number of returns with net capital gain (less loss) 250
Net capital gain (less loss) amount $400,000
Number of returns with taxable individual retirement arrangements distributions 210
Taxable individual retirement arrangements distributions amount $1,335,000
Number of returns with taxable pensions and annuities 430
Taxable pensions and annuities amount $3,316,000
Number of farm returns 0
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $265,000
Number of returns with taxable Social Security benefits 160
Taxable Social Security benefits amount $286,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $81,000
Number of returns with total statutory adjustments 660
Total statutory adjustments amount $789,000
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 40
Self-employment health insurance deduction amount $99,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 150
Student loan interest deduction amount $145,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $102,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 170
Total itemized deductions amount $2,503,000
Amount of AGI for itemized returns $2,804,000
Number of returns with State and local income taxes 80
State and local income taxes amount $109,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $44,000
Number of returns with real estate taxes 120
Real estate taxes amount $284,000
Number of returns with taxes paid 170
Taxes paid amount $464,000
Number of returns with mortgage interest paid 80
Mortgage interest paid amount $372,000
Number of returns with contributions 120
Contributions amount $238,000
Number of returns with taxable income 1,820
Taxable income amount $11,542,000
Number of returns with income tax before credits 1,770
Income tax before credits amount $1,204,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 460
Total tax credits amount $144,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 110
Nonrefundable education credit amount $66,000
Number of returns with retirement savings contribution credit 190
Retirement savings contribution credit amount $28,000
Number of returns with child tax credit 140
Child tax credit amount $43,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 490
Self-employment tax amount $642,000
Number of returns with total tax payments 4,050
Total tax payments amount $9,510,000
Number of returns with earned income credit 1,770
Earned income credit amount [8] $4,310,000
Number of returns with excess earned income credit 1,610
Excess earned income credit (refundable) amount [9] $3,900,000
Number of returns with additional child tax credit 1,020
Additional child tax credit amount $1,221,000
Number of returns with refundable education credit 160
Refundable education credit amount $143,000
Number of returns with income tax 1,510
Income tax amount [10] $1,060,000
Number of returns with tax liability 1,970
Total tax liability amount [11] $1,784,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 320
Tax due at time of filing amount [12] $294,000
Number of returns with overpayments refunded 3,820
Overpayments refunded amount [13] $7,955,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $46,000

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

Number of returns 3,040
Number of single returns 2,060
Number of joint returns 410
Number of head of household returns 480
Number of returns with paid preparer's signature 1,140
Number of exemptions 4,790
Number of dependents 1,360
Total number of volunteer prepared returns [5] 120
Number of volunteer income tax assistance (VITA) prepared returns [3] 90
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] 570
Number of elderly returns [4] 590
Adjust gross income (AGI) [5] $110,521,000
Number of returns with total income 3,040
Salaries and wages amount $112,173,000
Number of returns with salaries and wages 2,700
Salaries and wages amount $93,476
Number of returns with taxable interest 470
Taxable interest amount $372
Number of returns with ordinary dividends 410
Ordinary dividends amount $1,121,000
Number of returns with qualified dividends 380
Qualified dividends amount [6] $874
Number of returns with state and local income tax refunds 210
State and local income tax refunds amount $117
Number of returns with business or professional net income (less loss) 260
Business or professional net income (less loss) amount $2,938,000
Number of returns with net capital gain (less loss) 310
Net capital gain (less loss) amount $1,000,000
Number of returns with taxable individual retirement arrangements distributions 250
Taxable individual retirement arrangements distributions amount $2,353,000
Number of returns with taxable pensions and annuities 440
Taxable pensions and annuities amount $7,164,000
Number of farm returns 20
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $330,000
Number of returns with taxable Social Security benefits 410
Taxable Social Security benefits amount $2,822,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $209,000
Number of returns with total statutory adjustments 820
Total statutory adjustments amount $1,652,000
Number of returns with educator expenses 60
Educator expenses amount $13,000
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $229,000
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $216,000
Number of returns with IRA payments 70
IRA payments amount $261,000
Number of returns with student loan interest deduction 550
Student loan interest deduction amount $645,000
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 430
Total itemized deductions amount $5,674,000
Amount of AGI for itemized returns $16,684,000
Number of returns with State and local income taxes 340
State and local income taxes amount $969,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $49,000
Number of returns with real estate taxes 330
Real estate taxes amount $834,000
Number of returns with taxes paid 420
Taxes paid amount $1,932,000
Number of returns with mortgage interest paid 270
Mortgage interest paid amount $1,204,000
Number of returns with contributions 290
Contributions amount $687,000
Number of returns with taxable income 2,960
Taxable income amount $65,277,000
Number of returns with income tax before credits 2,940
Income tax before credits amount $8,175,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 960
Total tax credits amount $727,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 80
Child and dependent care credit amount $42,000
Number of returns with nonrefundable education credit 170
Nonrefundable education credit amount $189,000
Number of returns with retirement savings contribution credit 400
Retirement savings contribution credit amount $65,000
Number of returns with child tax credit 460
Child tax credit amount $418,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 200
Self-employment tax amount $510,000
Number of returns with total tax payments 2,980
Total tax payments amount $13,193,000
Number of returns with earned income credit 410
Earned income credit amount [8] $901,000
Number of returns with excess earned income credit 330
Excess earned income credit (refundable) amount [9] $788,000
Number of returns with additional child tax credit 360
Additional child tax credit amount $602,000
Number of returns with refundable education credit 70
Refundable education credit amount $64,000
Number of returns with income tax 2,630
Income tax amount [10] $7,449,000
Number of returns with tax liability 2,670
Total tax liability amount [11] $8,048,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 430
Tax due at time of filing amount [12] $638,000
Number of returns with overpayments refunded 2,570
Overpayments refunded amount [13] $5,651,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $88,000

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

Number of returns 1,560
Number of single returns 950
Number of joint returns 440
Number of head of household returns 120
Number of returns with paid preparer's signature 710
Number of exemptions 2,490
Number of dependents 490
Total number of volunteer prepared returns [5] 20
Number of volunteer income tax assistance (VITA) prepared returns [3] 20
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] 170
Number of elderly returns [4] 410
Adjust gross income (AGI) [5] $95,106,000
Number of returns with total income 1,560
Salaries and wages amount $96,544,000
Number of returns with salaries and wages 1,360
Salaries and wages amount $74,473
Number of returns with taxable interest 450
Taxable interest amount $296
Number of returns with ordinary dividends 380
Ordinary dividends amount $1,330,000
Number of returns with qualified dividends 360
Qualified dividends amount [6] $1,014
Number of returns with state and local income tax refunds 320
State and local income tax refunds amount $194
Number of returns with business or professional net income (less loss) 190
Business or professional net income (less loss) amount $3,310,000
Number of returns with net capital gain (less loss) 270
Net capital gain (less loss) amount $1,053,000
Number of returns with taxable individual retirement arrangements distributions 190
Taxable individual retirement arrangements distributions amount $2,291,000
Number of returns with taxable pensions and annuities 340
Taxable pensions and annuities amount $7,976,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $95,000
Number of returns with taxable Social Security benefits 290
Taxable Social Security benefits amount $4,261,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $1,228,000
Number of returns with total statutory adjustments 550
Total statutory adjustments amount $1,438,000
Number of returns with educator expenses 40
Educator expenses amount $11,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $264,000
Number of returns with IRA payments 40
IRA payments amount $177,000
Number of returns with student loan interest deduction 320
Student loan interest deduction amount $378,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $79,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 550
Total itemized deductions amount $7,854,000
Amount of AGI for itemized returns $34,121,000
Number of returns with State and local income taxes 500
State and local income taxes amount $2,030,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $54,000
Number of returns with real estate taxes 470
Real estate taxes amount $1,268,000
Number of returns with taxes paid 550
Taxes paid amount $3,456,000
Number of returns with mortgage interest paid 420
Mortgage interest paid amount $1,903,000
Number of returns with contributions 380
Contributions amount $965,000
Number of returns with taxable income 1,560
Taxable income amount $68,075,000
Number of returns with income tax before credits 1,550
Income tax before credits amount $10,020,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 430
Total tax credits amount $457,000
Number of returns with foreign tax credit 110
Foreign tax credit amount $11,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $18,000
Number of returns with nonrefundable education credit 80
Nonrefundable education credit amount $92,000
Number of returns with retirement savings contribution credit 80
Retirement savings contribution credit amount $14,000
Number of returns with child tax credit 210
Child tax credit amount $299,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $11,000
Number of returns with self-employment tax 160
Self-employment tax amount $541,000
Number of returns with total tax payments 1,540
Total tax payments amount $12,182,000
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 30
Additional child tax credit amount $45,000
Number of returns with refundable education credit 50
Refundable education credit amount $40,000
Number of returns with income tax 1,520
Income tax amount [10] $9,563,000
Number of returns with tax liability 1,530
Total tax liability amount [11] $10,184,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 370
Tax due at time of filing amount [12] $845,000
Number of returns with overpayments refunded 1,160
Overpayments refunded amount [13] $2,723,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $94,000

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

Number of returns 850
Number of single returns 340
Number of joint returns 440
Number of head of household returns 50
Number of returns with paid preparer's signature 420
Number of exemptions 1,690
Number of dependents 400
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] 250
Adjust gross income (AGI) [5] $73,437,000
Number of returns with total income 850
Salaries and wages amount $74,398,000
Number of returns with salaries and wages 730
Salaries and wages amount $54,536
Number of returns with taxable interest 330
Taxable interest amount $268
Number of returns with ordinary dividends 330
Ordinary dividends amount $1,401,000
Number of returns with qualified dividends 320
Qualified dividends amount [6] $1,114
Number of returns with state and local income tax refunds 330
State and local income tax refunds amount $250
Number of returns with business or professional net income (less loss) 130
Business or professional net income (less loss) amount $2,253,000
Number of returns with net capital gain (less loss) 270
Net capital gain (less loss) amount $2,054,000
Number of returns with taxable individual retirement arrangements distributions 140
Taxable individual retirement arrangements distributions amount $3,236,000
Number of returns with taxable pensions and annuities 210
Taxable pensions and annuities amount $6,409,000
Number of farm returns 0
Number of returns with unemployment compensation 20
Unemployment compensation amount [7] $76,000
Number of returns with taxable Social Security benefits 180
Taxable Social Security benefits amount $3,375,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $356,000
Number of returns with total statutory adjustments 280
Total statutory adjustments amount $961,000
Number of returns with educator expenses 30
Educator expenses amount $8,000
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 $212,000
Number of returns with IRA payments 30
IRA payments amount $188,000
Number of returns with student loan interest deduction 120
Student loan interest deduction amount $141,000
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 510
Total itemized deductions amount $9,474,000
Amount of AGI for itemized returns $44,328,000
Number of returns with State and local income taxes 470
State and local income taxes amount $2,626,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $40,000
Number of returns with real estate taxes 450
Real estate taxes amount $1,346,000
Number of returns with taxes paid 510
Taxes paid amount $4,164,000
Number of returns with mortgage interest paid 400
Mortgage interest paid amount $2,064,000
Number of returns with contributions 390
Contributions amount $1,127,000
Number of returns with taxable income 850
Taxable income amount $53,509,000
Number of returns with income tax before credits 840
Income tax before credits amount $8,279,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 290
Total tax credits amount $393,000
Number of returns with foreign tax credit 100
Foreign tax credit amount $8,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $24,000
Number of returns with nonrefundable education credit 60
Nonrefundable education credit amount $75,000
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 $248,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 120
Self-employment tax amount $375,000
Number of returns with total tax payments 840
Total tax payments amount $9,703,000
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 40
Refundable education credit amount $34,000
Number of returns with income tax 830
Income tax amount [10] $7,886,000
Number of returns with tax liability 830
Total tax liability amount [11] $8,334,000
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] $672,000
Number of returns with overpayments refunded 610
Overpayments refunded amount [13] $1,915,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $120,000

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

Number of returns 1,310
Number of single returns 290
Number of joint returns 960
Number of head of household returns 40
Number of returns with paid preparer's signature 720
Number of exemptions 3,130
Number of dependents 860
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] 420
Adjust gross income (AGI) [5] $177,008,000
Number of returns with total income 1,310
Salaries and wages amount $179,025,000
Number of returns with salaries and wages 1,120
Salaries and wages amount $128,338
Number of returns with taxable interest 690
Taxable interest amount $806
Number of returns with ordinary dividends 640
Ordinary dividends amount $4,125,000
Number of returns with qualified dividends 610
Qualified dividends amount [6] $3,225
Number of returns with state and local income tax refunds 710
State and local income tax refunds amount $711
Number of returns with business or professional net income (less loss) 240
Business or professional net income (less loss) amount $5,013,000
Number of returns with net capital gain (less loss) 530
Net capital gain (less loss) amount $6,615,000
Number of returns with taxable individual retirement arrangements distributions 260
Taxable individual retirement arrangements distributions amount $8,112,000
Number of returns with taxable pensions and annuities 350
Taxable pensions and annuities amount $13,127,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $169,000
Number of returns with taxable Social Security benefits 270
Taxable Social Security benefits amount $6,416,000
Number of returns with partnership/S-corp net income (less loss) 170
Partnership/S-corp net income (less loss) amount $4,406,000
Number of returns with total statutory adjustments 490
Total statutory adjustments amount $2,017,000
Number of returns with educator expenses 80
Educator expenses amount $19,000
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $371,000
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $467,000
Number of returns with IRA payments 50
IRA payments amount $285,000
Number of returns with student loan interest deduction 190
Student loan interest deduction amount $262,000
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 1,050
Total itemized deductions amount $25,208,000
Amount of AGI for itemized returns $146,178,000
Number of returns with State and local income taxes 1,000
State and local income taxes amount $8,769,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $105,000
Number of returns with real estate taxes 950
Real estate taxes amount $3,454,000
Number of returns with taxes paid 1,050
Taxes paid amount $12,811,000
Number of returns with mortgage interest paid 850
Mortgage interest paid amount $5,325,000
Number of returns with contributions 910
Contributions amount $3,742,000
Number of returns with taxable income 1,300
Taxable income amount $136,107,000
Number of returns with income tax before credits 1,300
Income tax before credits amount $23,792,000
Number of returns with alternative minimum tax 40
Alternative minimum tax amount $89,000
Number of returns with total tax credits 550
Total tax credits amount $573,000
Number of returns with foreign tax credit 250
Foreign tax credit amount $44,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $50,000
Number of returns with nonrefundable education credit 90
Nonrefundable education credit amount $141,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 200
Child tax credit amount $265,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $13,000
Number of returns with self-employment tax 190
Self-employment tax amount $900,000
Number of returns with total tax payments 1,290
Total tax payments amount $25,981,000
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 $83,000
Number of returns with income tax 1,300
Income tax amount [10] $23,219,000
Number of returns with tax liability 1,300
Total tax liability amount [11] $24,287,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 450
Tax due at time of filing amount [12] $1,994,000
Number of returns with overpayments refunded 790
Overpayments refunded amount [13] $3,107,000
Number of returns with credit to next year’s estimated tax 90
Credited to next year’s estimated tax amount $550,000

Adjusted Gross Income: $200,000 or more

Number of returns 590
Number of single returns 90
Number of joint returns 470
Number of head of household returns 20
Number of returns with paid preparer's signature 460
Number of exemptions 1,620
Number of dependents 570
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] 180
Adjust gross income (AGI) [5] $411,307,000
Number of returns with total income 590
Salaries and wages amount $416,191,000
Number of returns with salaries and wages 520
Salaries and wages amount $174,354
Number of returns with taxable interest 470
Taxable interest amount $5,534
Number of returns with ordinary dividends 430
Ordinary dividends amount $19,263,000
Number of returns with qualified dividends 420
Qualified dividends amount [6] $16,761
Number of returns with state and local income tax refunds 280
State and local income tax refunds amount $1,756
Number of returns with business or professional net income (less loss) 160
Business or professional net income (less loss) amount $5,658,000
Number of returns with net capital gain (less loss) 430
Net capital gain (less loss) amount $94,001,000
Number of returns with taxable individual retirement arrangements distributions 110
Taxable individual retirement arrangements distributions amount $5,303,000
Number of returns with taxable pensions and annuities 110
Taxable pensions and annuities amount $5,986,000
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 100
Taxable Social Security benefits amount $2,706,000
Number of returns with partnership/S-corp net income (less loss) 230
Partnership/S-corp net income (less loss) amount $81,782,000
Number of returns with total statutory adjustments 250
Total statutory adjustments amount $4,884,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $1,297,000
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $964,000
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 50
Domestic production activities deduction amount $875,000
Number of returns with itemized deductions 580
Total itemized deductions amount $61,790,000
Amount of AGI for itemized returns $408,297,000
Number of returns with State and local income taxes 560
State and local income taxes amount $28,787,000
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 530
Real estate taxes amount $4,683,000
Number of returns with taxes paid 580
Taxes paid amount $34,036,000
Number of returns with mortgage interest paid 430
Mortgage interest paid amount $4,486,000
Number of returns with contributions 530
Contributions amount $11,954,000
Number of returns with taxable income 580
Taxable income amount $349,222,000
Number of returns with income tax before credits 580
Income tax before credits amount $100,416,000
Number of returns with alternative minimum tax 380
Alternative minimum tax amount $3,994,000
Number of returns with total tax credits 280
Total tax credits amount $1,036,000
Number of returns with foreign tax credit 240
Foreign tax credit amount $397,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $20,000
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 160
Self-employment tax amount $1,212,000
Number of returns with total tax payments 580
Total tax payments amount $102,667,000
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 580
Income tax amount [10] $99,379,000
Number of returns with tax liability 590
Total tax liability amount [11] $104,842,000
Number of returns with net investment income tax 370
Net investment income tax $3,255,000
Number of returns with tax due at time of filing 280
Tax due at time of filing amount [12] $8,500,000
Number of returns with overpayments refunded 210
Overpayments refunded amount [13] $3,377,000
Number of returns with credit to next year’s estimated tax 110
Credited to next year’s estimated tax amount $4,848,000

[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.