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ZIP Code Database - Facts & Stats

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ZIP Code 42420 Income Tax Stats

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

ZIP Code 42420 Data

Zip Code:42420
City:Henderson
State:KY [Kentucky]
Counties: HENDERSON, KY
City Alias(es):Henderson
Area Code:270 / 364
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


42420 Income Tax Overview

Total Number of Tax Returns for ZIP Code 42420 [1] 16,160
Total Number of Single Tax Returns for ZIP Code 42420 5,880
Total Number of Joint Tax Returns for ZIP Code 42420 6,150
Total Number of Dependents for ZIP Code 42420 9,990
Total Adjusted Gross Income for ZIP Code 42420 $849,713,000
Average Income per Person for ZIP Code 42420 $22,248
Average Income per Household for ZIP Code 42420 $52,581

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 6,250
Number of single returns 4,060
Number of joint returns 790
Number of head of household returns 1,300
Number of returns with paid preparer's signature 2,840
Number of exemptions 8,930
Number of dependents 3,010
Total number of volunteer prepared returns [5] 580
Number of volunteer income tax assistance (VITA) prepared returns [3] 580
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 240
Number of refund anticipation check returns [3] 1,130
Number of elderly returns [4] 1,290
Adjust gross income (AGI) [5] $77,033,000
Number of returns with total income 6,250
Salaries and wages amount $77,773,000
Number of returns with salaries and wages 5,200
Salaries and wages amount $60,964
Number of returns with taxable interest 610
Taxable interest amount $359
Number of returns with ordinary dividends 370
Ordinary dividends amount $620,000
Number of returns with qualified dividends 340
Qualified dividends amount [6] $346
Number of returns with state and local income tax refunds 60
State and local income tax refunds amount $27
Number of returns with business or professional net income (less loss) 560
Business or professional net income (less loss) amount $3,510,000
Number of returns with net capital gain (less loss) 330
Net capital gain (less loss) amount $608,000
Number of returns with taxable individual retirement arrangements distributions 390
Taxable individual retirement arrangements distributions amount $2,575,000
Number of returns with taxable pensions and annuities 870
Taxable pensions and annuities amount $7,530,000
Number of farm returns 20
Number of returns with unemployment compensation 120
Unemployment compensation amount [7] $439,000
Number of returns with taxable Social Security benefits 370
Taxable Social Security benefits amount $684,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $153,000
Number of returns with total statutory adjustments 660
Total statutory adjustments amount $740,000
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 50
Self-employment health insurance deduction amount $206,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 130
Student loan interest deduction amount $115,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $70,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 250
Total itemized deductions amount $3,918,000
Amount of AGI for itemized returns $3,781,000
Number of returns with State and local income taxes 100
State and local income taxes amount $183,000
Number of returns with State and local general sales tax 140
State and local general sales tax amount $79,000
Number of returns with real estate taxes 190
Real estate taxes amount $307,000
Number of returns with taxes paid 250
Taxes paid amount $628,000
Number of returns with mortgage interest paid 120
Mortgage interest paid amount $477,000
Number of returns with contributions 180
Contributions amount $492,000
Number of returns with taxable income 2,560
Taxable income amount $14,639,000
Number of returns with income tax before credits 2,550
Income tax before credits amount $1,540,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 660
Total tax credits amount $193,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $14,000
Number of returns with nonrefundable education credit 110
Nonrefundable education credit amount $58,000
Number of returns with retirement savings contribution credit 290
Retirement savings contribution credit amount $45,000
Number of returns with child tax credit 230
Child tax credit amount $73,000
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 $595,000
Number of returns with total tax payments 5,860
Total tax payments amount $13,925,000
Number of returns with earned income credit 2,500
Earned income credit amount [8] $6,390,000
Number of returns with excess earned income credit 2,290
Excess earned income credit (refundable) amount [9] $5,983,000
Number of returns with additional child tax credit 1,460
Additional child tax credit amount $1,683,000
Number of returns with refundable education credit 140
Refundable education credit amount $116,000
Number of returns with income tax 2,160
Income tax amount [10] $1,348,000
Number of returns with tax liability 2,680
Total tax liability amount [11] $2,069,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 400
Tax due at time of filing amount [12] $263,000
Number of returns with overpayments refunded 5,580
Overpayments refunded amount [13] $12,042,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $68,000

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

Number of returns 4,120
Number of single returns 1,990
Number of joint returns 1,160
Number of head of household returns 870
Number of returns with paid preparer's signature 2,300
Number of exemptions 7,760
Number of dependents 2,490
Total number of volunteer prepared returns [5] 210
Number of volunteer income tax assistance (VITA) prepared returns [3] 210
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 40
Number of refund anticipation check returns [3] 750
Number of elderly returns [4] 980
Adjust gross income (AGI) [5] $149,609,000
Number of returns with total income 4,120
Salaries and wages amount $150,684,000
Number of returns with salaries and wages 3,570
Salaries and wages amount $121,937
Number of returns with taxable interest 610
Taxable interest amount $382
Number of returns with ordinary dividends 400
Ordinary dividends amount $771,000
Number of returns with qualified dividends 370
Qualified dividends amount [6] $512
Number of returns with state and local income tax refunds 270
State and local income tax refunds amount $171
Number of returns with business or professional net income (less loss) 320
Business or professional net income (less loss) amount $2,197,000
Number of returns with net capital gain (less loss) 310
Net capital gain (less loss) amount $780,000
Number of returns with taxable individual retirement arrangements distributions 370
Taxable individual retirement arrangements distributions amount $4,014,000
Number of returns with taxable pensions and annuities 850
Taxable pensions and annuities amount $14,009,000
Number of farm returns 30
Number of returns with unemployment compensation 100
Unemployment compensation amount [7] $406,000
Number of returns with taxable Social Security benefits 800
Taxable Social Security benefits amount $5,225,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $124,000
Number of returns with total statutory adjustments 670
Total statutory adjustments amount $1,075,000
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 $211,000
Number of returns with IRA payments 60
IRA payments amount $220,000
Number of returns with student loan interest deduction 310
Student loan interest deduction amount $293,000
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 540
Total itemized deductions amount $7,998,000
Amount of AGI for itemized returns $21,332,000
Number of returns with State and local income taxes 400
State and local income taxes amount $953,000
Number of returns with State and local general sales tax 130
State and local general sales tax amount $118,000
Number of returns with real estate taxes 430
Real estate taxes amount $771,000
Number of returns with taxes paid 540
Taxes paid amount $1,977,000
Number of returns with mortgage interest paid 330
Mortgage interest paid amount $1,495,000
Number of returns with contributions 360
Contributions amount $1,176,000
Number of returns with taxable income 4,010
Taxable income amount $78,484,000
Number of returns with income tax before credits 4,000
Income tax before credits amount $9,642,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,640
Total tax credits amount $1,360,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 150
Child and dependent care credit amount $77,000
Number of returns with nonrefundable education credit 180
Nonrefundable education credit amount $165,000
Number of returns with retirement savings contribution credit 720
Retirement savings contribution credit amount $130,000
Number of returns with child tax credit 1,020
Child tax credit amount $963,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 250
Self-employment tax amount $524,000
Number of returns with total tax payments 4,060
Total tax payments amount $18,373,000
Number of returns with earned income credit 1,040
Earned income credit amount [8] $2,150,000
Number of returns with excess earned income credit 860
Excess earned income credit (refundable) amount [9] $1,839,000
Number of returns with additional child tax credit 680
Additional child tax credit amount $919,000
Number of returns with refundable education credit 110
Refundable education credit amount $81,000
Number of returns with income tax 3,350
Income tax amount [10] $8,281,000
Number of returns with tax liability 3,470
Total tax liability amount [11] $9,006,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 510
Tax due at time of filing amount [12] $629,000
Number of returns with overpayments refunded 3,570
Overpayments refunded amount [13] $9,866,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $107,000

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

Number of returns 2,280
Number of single returns 730
Number of joint returns 1,230
Number of head of household returns 270
Number of returns with paid preparer's signature 1,480
Number of exemptions 5,090
Number of dependents 1,580
Total number of volunteer prepared returns [5] 50
Number of volunteer income tax assistance (VITA) prepared returns [3] 50
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] 290
Number of elderly returns [4] 680
Adjust gross income (AGI) [5] $140,364,000
Number of returns with total income 2,280
Salaries and wages amount $141,353,000
Number of returns with salaries and wages 2,000
Salaries and wages amount $107,000
Number of returns with taxable interest 590
Taxable interest amount $656
Number of returns with ordinary dividends 380
Ordinary dividends amount $1,150,000
Number of returns with qualified dividends 350
Qualified dividends amount [6] $737
Number of returns with state and local income tax refunds 410
State and local income tax refunds amount $251
Number of returns with business or professional net income (less loss) 260
Business or professional net income (less loss) amount $2,227,000
Number of returns with net capital gain (less loss) 300
Net capital gain (less loss) amount $1,365,000
Number of returns with taxable individual retirement arrangements distributions 320
Taxable individual retirement arrangements distributions amount $4,274,000
Number of returns with taxable pensions and annuities 640
Taxable pensions and annuities amount $14,345,000
Number of farm returns 40
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $339,000
Number of returns with taxable Social Security benefits 550
Taxable Social Security benefits amount $8,204,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $708,000
Number of returns with total statutory adjustments 510
Total statutory adjustments amount $989,000
Number of returns with educator expenses 50
Educator expenses amount $14,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $229,000
Number of returns with IRA payments 40
IRA payments amount $165,000
Number of returns with student loan interest deduction 210
Student loan interest deduction amount $196,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 690
Total itemized deductions amount $10,923,000
Amount of AGI for itemized returns $43,227,000
Number of returns with State and local income taxes 560
State and local income taxes amount $2,009,000
Number of returns with State and local general sales tax 120
State and local general sales tax amount $124,000
Number of returns with real estate taxes 600
Real estate taxes amount $1,138,000
Number of returns with taxes paid 690
Taxes paid amount $3,546,000
Number of returns with mortgage interest paid 490
Mortgage interest paid amount $2,178,000
Number of returns with contributions 480
Contributions amount $1,895,000
Number of returns with taxable income 2,270
Taxable income amount $91,703,000
Number of returns with income tax before credits 2,270
Income tax before credits amount $12,588,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 980
Total tax credits amount $1,384,000
Number of returns with foreign tax credit 110
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 120
Child and dependent care credit amount $66,000
Number of returns with nonrefundable education credit 150
Nonrefundable education credit amount $171,000
Number of returns with retirement savings contribution credit 210
Retirement savings contribution credit amount $34,000
Number of returns with child tax credit 690
Child tax credit amount $1,080,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $11,000
Number of returns with self-employment tax 220
Self-employment tax amount $509,000
Number of returns with total tax payments 2,260
Total tax payments amount $16,073,000
Number of returns with earned income credit 20
Earned income credit amount [8] $9,000
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 110
Additional child tax credit amount $131,000
Number of returns with refundable education credit 100
Refundable education credit amount $82,000
Number of returns with income tax 2,170
Income tax amount [10] $11,204,000
Number of returns with tax liability 2,200
Total tax liability amount [11] $11,909,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 480
Tax due at time of filing amount [12] $971,000
Number of returns with overpayments refunded 1,750
Overpayments refunded amount [13] $5,001,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $120,000

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

Number of returns 1,460
Number of single returns 210
Number of joint returns 1,150
Number of head of household returns 90
Number of returns with paid preparer's signature 990
Number of exemptions 3,730
Number of dependents 1,130
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] 140
Number of elderly returns [4] 470
Adjust gross income (AGI) [5] $126,910,000
Number of returns with total income 1,460
Salaries and wages amount $127,977,000
Number of returns with salaries and wages 1,300
Salaries and wages amount $95,940
Number of returns with taxable interest 520
Taxable interest amount $348
Number of returns with ordinary dividends 310
Ordinary dividends amount $980,000
Number of returns with qualified dividends 290
Qualified dividends amount [6] $717
Number of returns with state and local income tax refunds 440
State and local income tax refunds amount $300
Number of returns with business or professional net income (less loss) 240
Business or professional net income (less loss) amount $2,157,000
Number of returns with net capital gain (less loss) 250
Net capital gain (less loss) amount $1,402,000
Number of returns with taxable individual retirement arrangements distributions 240
Taxable individual retirement arrangements distributions amount $4,429,000
Number of returns with taxable pensions and annuities 470
Taxable pensions and annuities amount $12,147,000
Number of farm returns 40
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $182,000
Number of returns with taxable Social Security benefits 370
Taxable Social Security benefits amount $7,096,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $1,184,000
Number of returns with total statutory adjustments 440
Total statutory adjustments amount $1,067,000
Number of returns with educator expenses 60
Educator expenses amount $17,000
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $318,000
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $253,000
Number of returns with IRA payments 20
IRA payments amount $151,000
Number of returns with student loan interest deduction 190
Student loan interest deduction amount $197,000
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 670
Total itemized deductions amount $11,971,000
Amount of AGI for itemized returns $58,257,000
Number of returns with State and local income taxes 610
State and local income taxes amount $2,999,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $63,000
Number of returns with real estate taxes 620
Real estate taxes amount $1,314,000
Number of returns with taxes paid 670
Taxes paid amount $4,651,000
Number of returns with mortgage interest paid 540
Mortgage interest paid amount $2,697,000
Number of returns with contributions 510
Contributions amount $2,283,000
Number of returns with taxable income 1,460
Taxable income amount $90,000,000
Number of returns with income tax before credits 1,450
Income tax before credits amount $12,854,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 650
Total tax credits amount $1,082,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $56,000
Number of returns with nonrefundable education credit 140
Nonrefundable education credit amount $150,000
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 40
Residential energy tax credit amount $27,000
Number of returns with self-employment tax 190
Self-employment tax amount $476,000
Number of returns with total tax payments 1,450
Total tax payments amount $15,166,000
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 80
Refundable education credit amount $72,000
Number of returns with income tax 1,450
Income tax amount [10] $11,772,000
Number of returns with tax liability 1,450
Total tax liability amount [11] $12,404,000
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] $1,060,000
Number of returns with overpayments refunded 1,080
Overpayments refunded amount [13] $3,738,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $72,000

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

Number of returns 1,700
Number of single returns 150
Number of joint returns 1,510
Number of head of household returns 30
Number of returns with paid preparer's signature 1,210
Number of exemptions 4,680
Number of dependents 1,470
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 80
Number of elderly returns [4] 580
Adjust gross income (AGI) [5] $222,367,000
Number of returns with total income 1,700
Salaries and wages amount $224,796,000
Number of returns with salaries and wages 1,500
Salaries and wages amount $159,883
Number of returns with taxable interest 780
Taxable interest amount $745
Number of returns with ordinary dividends 580
Ordinary dividends amount $3,390,000
Number of returns with qualified dividends 550
Qualified dividends amount [6] $2,765
Number of returns with state and local income tax refunds 900
State and local income tax refunds amount $788
Number of returns with business or professional net income (less loss) 300
Business or professional net income (less loss) amount $5,056,000
Number of returns with net capital gain (less loss) 500
Net capital gain (less loss) amount $5,561,000
Number of returns with taxable individual retirement arrangements distributions 360
Taxable individual retirement arrangements distributions amount $10,175,000
Number of returns with taxable pensions and annuities 570
Taxable pensions and annuities amount $18,522,000
Number of farm returns 50
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $230,000
Number of returns with taxable Social Security benefits 420
Taxable Social Security benefits amount $9,435,000
Number of returns with partnership/S-corp net income (less loss) 240
Partnership/S-corp net income (less loss) amount $4,812,000
Number of returns with total statutory adjustments 630
Total statutory adjustments amount $2,429,000
Number of returns with educator expenses 130
Educator expenses amount $32,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 90
Self-employment health insurance deduction amount $695,000
Number of returns with IRA payments 60
IRA payments amount $333,000
Number of returns with student loan interest deduction 240
Student loan interest deduction amount $239,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $55,000
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $128,000
Number of returns with itemized deductions 1,280
Total itemized deductions amount $28,198,000
Amount of AGI for itemized returns $171,223,000
Number of returns with State and local income taxes 1,220
State and local income taxes amount $9,229,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $91,000
Number of returns with real estate taxes 1,230
Real estate taxes amount $3,253,000
Number of returns with taxes paid 1,280
Taxes paid amount $13,195,000
Number of returns with mortgage interest paid 1,060
Mortgage interest paid amount $5,788,000
Number of returns with contributions 1,100
Contributions amount $5,663,000
Number of returns with taxable income 1,700
Taxable income amount $169,791,000
Number of returns with income tax before credits 1,700
Income tax before credits amount $28,160,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 770
Total tax credits amount $988,000
Number of returns with foreign tax credit 180
Foreign tax credit amount $20,000
Number of returns with child and dependent care credit 200
Child and dependent care credit amount $112,000
Number of returns with nonrefundable education credit 200
Nonrefundable education credit amount $257,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 430
Child tax credit amount $554,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $11,000
Number of returns with self-employment tax 260
Self-employment tax amount $1,150,000
Number of returns with total tax payments 1,690
Total tax payments amount $30,828,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 160
Refundable education credit amount $154,000
Number of returns with income tax 1,700
Income tax amount [10] $27,172,000
Number of returns with tax liability 1,700
Total tax liability amount [11] $28,605,000
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] $2,630,000
Number of returns with overpayments refunded 1,040
Overpayments refunded amount [13] $4,360,000
Number of returns with credit to next year’s estimated tax 110
Credited to next year’s estimated tax amount $450,000

Adjusted Gross Income: $200,000 or more

Number of returns 350
Number of single returns 40
Number of joint returns 310
Number of head of household returns 0
Number of returns with paid preparer's signature 300
Number of exemptions 970
Number of dependents 310
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] 150
Adjust gross income (AGI) [5] $133,430,000
Number of returns with total income 350
Salaries and wages amount $136,694,000
Number of returns with salaries and wages 300
Salaries and wages amount $61,550
Number of returns with taxable interest 270
Taxable interest amount $1,149
Number of returns with ordinary dividends 230
Ordinary dividends amount $5,208,000
Number of returns with qualified dividends 230
Qualified dividends amount [6] $4,515
Number of returns with state and local income tax refunds 190
State and local income tax refunds amount $449
Number of returns with business or professional net income (less loss) 100
Business or professional net income (less loss) amount $3,890,000
Number of returns with net capital gain (less loss) 230
Net capital gain (less loss) amount $8,684,000
Number of returns with taxable individual retirement arrangements distributions 80
Taxable individual retirement arrangements distributions amount $4,853,000
Number of returns with taxable pensions and annuities 110
Taxable pensions and annuities amount $4,673,000
Number of farm returns 30
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 $2,786,000
Number of returns with partnership/S-corp net income (less loss) 190
Partnership/S-corp net income (less loss) amount $32,042,000
Number of returns with total statutory adjustments 160
Total statutory adjustments amount $3,264,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $805,000
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $854,000
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 30
Domestic production activities deduction amount $793,000
Number of returns with itemized deductions 340
Total itemized deductions amount $16,885,000
Amount of AGI for itemized returns $129,494,000
Number of returns with State and local income taxes 330
State and local income taxes amount $7,758,000
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 320
Real estate taxes amount $1,496,000
Number of returns with taxes paid 340
Taxes paid amount $9,473,000
Number of returns with mortgage interest paid 220
Mortgage interest paid amount $1,700,000
Number of returns with contributions 310
Contributions amount $4,618,000
Number of returns with taxable income 350
Taxable income amount $113,578,000
Number of returns with income tax before credits 350
Income tax before credits amount $29,376,000
Number of returns with alternative minimum tax 200
Alternative minimum tax amount $952,000
Number of returns with total tax credits 160
Total tax credits amount $467,000
Number of returns with foreign tax credit 130
Foreign tax credit amount $27,000
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 100
Self-employment tax amount $851,000
Number of returns with total tax payments 340
Total tax payments amount $29,169,000
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 350
Income tax amount [10] $28,909,000
Number of returns with tax liability 350
Total tax liability amount [11] $30,587,000
Number of returns with net investment income tax 190
Net investment income tax $579,000
Number of returns with tax due at time of filing 170
Tax due at time of filing amount [12] $4,783,000
Number of returns with overpayments refunded 120
Overpayments refunded amount [13] $1,393,000
Number of returns with credit to next year’s estimated tax 100
Credited to next year’s estimated tax amount $1,946,000

[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.