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ZIP Code Database - Facts & Stats

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ZIP Code 43209 Income Tax Stats

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

ZIP Code 43209 Data

Zip Code:43209
City:Columbus
State:OH [Ohio]
Counties: FRANKLIN, OH
City Alias(es):Columbus
Area Code:614
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





43209 Income Tax Overview

Total Number of Tax Returns for ZIP Code 43209 [1] 13,380
Total Number of Single Tax Returns for ZIP Code 43209 3,160
Total Number of Joint Tax Returns for ZIP Code 43209 4,220
Total Number of Dependents for ZIP Code 43209 7,560
Total Adjusted Gross Income for ZIP Code 43209 $1,378,845,000
Average Income per Person for ZIP Code 43209 $50,641
Average Income per Household for ZIP Code 43209 $103,053

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 4,020
Number of single returns 3,070
Number of joint returns 210
Number of head of household returns 660
Number of returns with paid preparer's signature 1,610
Number of exemptions 4,580
Number of dependents 1,330
Total number of volunteer prepared returns [5] 120
Number of volunteer income tax assistance (VITA) prepared returns [3] 60
Number of tax counseling for the elderly (TCE) prepared returns [3] 60
Number of volunteer prepared returns with Earned Income Credit 30
Number of refund anticipation check returns [3] 720
Number of elderly returns [4] 710
Adjust gross income (AGI) [5] $48,220,000
Number of returns with total income 4,020
Salaries and wages amount $49,205,000
Number of returns with salaries and wages 3,150
Salaries and wages amount $36,997
Number of returns with taxable interest 520
Taxable interest amount $266
Number of returns with ordinary dividends 550
Ordinary dividends amount $1,131,000
Number of returns with qualified dividends 510
Qualified dividends amount [6] $838
Number of returns with state and local income tax refunds 80
State and local income tax refunds amount $43
Number of returns with business or professional net income (less loss) 640
Business or professional net income (less loss) amount $3,437,000
Number of returns with net capital gain (less loss) 460
Net capital gain (less loss) amount $680,000
Number of returns with taxable individual retirement arrangements distributions 200
Taxable individual retirement arrangements distributions amount $1,380,000
Number of returns with taxable pensions and annuities 460
Taxable pensions and annuities amount $4,462,000
Number of farm returns 0
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $332,000
Number of returns with taxable Social Security benefits 140
Taxable Social Security benefits amount $285,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $91,000
Number of returns with total statutory adjustments 760
Total statutory adjustments amount $985,000
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 60
Self-employment health insurance deduction amount $182,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 190
Student loan interest deduction amount $205,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $177,000
Returns with domestic production activities deduction 20
Domestic production activities deduction amount $85,000
Number of returns with itemized deductions 230
Total itemized deductions amount $3,645,000
Amount of AGI for itemized returns $3,371,000
Number of returns with State and local income taxes 100
State and local income taxes amount $103,000
Number of returns with State and local general sales tax 100
State and local general sales tax amount $55,000
Number of returns with real estate taxes 160
Real estate taxes amount $742,000
Number of returns with taxes paid 230
Taxes paid amount $957,000
Number of returns with mortgage interest paid 120
Mortgage interest paid amount $555,000
Number of returns with contributions 150
Contributions amount $339,000
Number of returns with taxable income 1,900
Taxable income amount $11,725,000
Number of returns with income tax before credits 1,810
Income tax before credits amount $1,231,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 540
Total tax credits amount $176,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $6,000
Number of returns with nonrefundable education credit 170
Nonrefundable education credit amount $100,000
Number of returns with retirement savings contribution credit 180
Retirement savings contribution credit amount $26,000
Number of returns with child tax credit 130
Child tax credit amount $37,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 510
Self-employment tax amount $664,000
Number of returns with total tax payments 3,580
Total tax payments amount $7,736,000
Number of returns with earned income credit 1,200
Earned income credit amount [8] $3,087,000
Number of returns with excess earned income credit 1,070
Excess earned income credit (refundable) amount [9] $2,733,000
Number of returns with additional child tax credit 670
Additional child tax credit amount $826,000
Number of returns with refundable education credit 250
Refundable education credit amount $215,000
Number of returns with income tax 1,490
Income tax amount [10] $1,055,000
Number of returns with tax liability 1,930
Total tax liability amount [11] $1,796,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 410
Tax due at time of filing amount [12] $346,000
Number of returns with overpayments refunded 3,290
Overpayments refunded amount [13] $6,169,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $69,000

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

Number of returns 3,050
Number of single returns 1,920
Number of joint returns 340
Number of head of household returns 570
Number of returns with paid preparer's signature 1,090
Number of exemptions 4,640
Number of dependents 1,280
Total number of volunteer prepared returns [5] 130
Number of volunteer income tax assistance (VITA) prepared returns [3] 60
Number of tax counseling for the elderly (TCE) prepared returns [3] 70
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 540
Number of elderly returns [4] 660
Adjust gross income (AGI) [5] $110,667,000
Number of returns with total income 3,050
Salaries and wages amount $112,170,000
Number of returns with salaries and wages 2,600
Salaries and wages amount $88,663
Number of returns with taxable interest 520
Taxable interest amount $278
Number of returns with ordinary dividends 420
Ordinary dividends amount $974,000
Number of returns with qualified dividends 380
Qualified dividends amount [6] $700
Number of returns with state and local income tax refunds 270
State and local income tax refunds amount $141
Number of returns with business or professional net income (less loss) 390
Business or professional net income (less loss) amount $3,017,000
Number of returns with net capital gain (less loss) 310
Net capital gain (less loss) amount $1,157,000
Number of returns with taxable individual retirement arrangements distributions 200
Taxable individual retirement arrangements distributions amount $2,126,000
Number of returns with taxable pensions and annuities 550
Taxable pensions and annuities amount $12,085,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $285,000
Number of returns with taxable Social Security benefits 430
Taxable Social Security benefits amount $2,975,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $259,000
Number of returns with total statutory adjustments 840
Total statutory adjustments amount $1,503,000
Number of returns with educator expenses 90
Educator expenses amount $22,000
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 $258,000
Number of returns with IRA payments 60
IRA payments amount $175,000
Number of returns with student loan interest deduction 500
Student loan interest deduction amount $565,000
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 560
Total itemized deductions amount $8,317,000
Amount of AGI for itemized returns $21,744,000
Number of returns with State and local income taxes 450
State and local income taxes amount $1,013,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $66,000
Number of returns with real estate taxes 400
Real estate taxes amount $1,474,000
Number of returns with taxes paid 560
Taxes paid amount $2,591,000
Number of returns with mortgage interest paid 340
Mortgage interest paid amount $1,616,000
Number of returns with contributions 420
Contributions amount $1,315,000
Number of returns with taxable income 2,980
Taxable income amount $64,870,000
Number of returns with income tax before credits 2,960
Income tax before credits amount $8,184,000
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 $869,000
Number of returns with foreign tax credit 100
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 140
Child and dependent care credit amount $78,000
Number of returns with nonrefundable education credit 240
Nonrefundable education credit amount $247,000
Number of returns with retirement savings contribution credit 390
Retirement savings contribution credit amount $60,000
Number of returns with child tax credit 490
Child tax credit amount $447,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $22,000
Number of returns with self-employment tax 270
Self-employment tax amount $632,000
Number of returns with total tax payments 2,980
Total tax payments amount $12,439,000
Number of returns with earned income credit 500
Earned income credit amount [8] $969,000
Number of returns with excess earned income credit 410
Excess earned income credit (refundable) amount [9] $803,000
Number of returns with additional child tax credit 340
Additional child tax credit amount $431,000
Number of returns with refundable education credit 140
Refundable education credit amount $128,000
Number of returns with income tax 2,620
Income tax amount [10] $7,314,000
Number of returns with tax liability 2,700
Total tax liability amount [11] $8,016,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 550
Tax due at time of filing amount [12] $838,000
Number of returns with overpayments refunded 2,460
Overpayments refunded amount [13] $5,136,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $81,000

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

Number of returns 1,810
Number of single returns 920
Number of joint returns 460
Number of head of household returns 220
Number of returns with paid preparer's signature 880
Number of exemptions 3,050
Number of dependents 780
Total number of volunteer prepared returns [5] 60
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 60
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 180
Number of elderly returns [4] 610
Adjust gross income (AGI) [5] $111,080,000
Number of returns with total income 1,810
Salaries and wages amount $112,875,000
Number of returns with salaries and wages 1,430
Salaries and wages amount $78,653
Number of returns with taxable interest 580
Taxable interest amount $560
Number of returns with ordinary dividends 460
Ordinary dividends amount $1,640,000
Number of returns with qualified dividends 430
Qualified dividends amount [6] $1,231
Number of returns with state and local income tax refunds 570
State and local income tax refunds amount $288
Number of returns with business or professional net income (less loss) 290
Business or professional net income (less loss) amount $3,571,000
Number of returns with net capital gain (less loss) 380
Net capital gain (less loss) amount $1,540,000
Number of returns with taxable individual retirement arrangements distributions 250
Taxable individual retirement arrangements distributions amount $3,175,000
Number of returns with taxable pensions and annuities 500
Taxable pensions and annuities amount $17,159,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $123,000
Number of returns with taxable Social Security benefits 370
Taxable Social Security benefits amount $4,948,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $1,074,000
Number of returns with total statutory adjustments 630
Total statutory adjustments amount $1,795,000
Number of returns with educator expenses 90
Educator expenses amount $21,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $218,000
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $366,000
Number of returns with IRA payments 40
IRA payments amount $172,000
Number of returns with student loan interest deduction 340
Student loan interest deduction amount $419,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $35,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 880
Total itemized deductions amount $14,067,000
Amount of AGI for itemized returns $54,841,000
Number of returns with State and local income taxes 800
State and local income taxes amount $2,678,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $82,000
Number of returns with real estate taxes 720
Real estate taxes amount $2,956,000
Number of returns with taxes paid 880
Taxes paid amount $5,819,000
Number of returns with mortgage interest paid 630
Mortgage interest paid amount $3,018,000
Number of returns with contributions 700
Contributions amount $2,151,000
Number of returns with taxable income 1,790
Taxable income amount $76,667,000
Number of returns with income tax before credits 1,790
Income tax before credits amount $11,203,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 610
Total tax credits amount $717,000
Number of returns with foreign tax credit 150
Foreign tax credit amount $7,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $32,000
Number of returns with nonrefundable education credit 110
Nonrefundable education credit amount $144,000
Number of returns with retirement savings contribution credit 80
Retirement savings contribution credit amount $13,000
Number of returns with child tax credit 340
Child tax credit amount $481,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 220
Self-employment tax amount $691,000
Number of returns with total tax payments 1,770
Total tax payments amount $13,664,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 50
Additional child tax credit amount $75,000
Number of returns with refundable education credit 60
Refundable education credit amount $55,000
Number of returns with income tax 1,740
Income tax amount [10] $10,486,000
Number of returns with tax liability 1,770
Total tax liability amount [11] $11,278,000
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] $1,096,000
Number of returns with overpayments refunded 1,300
Overpayments refunded amount [13] $3,293,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $177,000

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

Number of returns 1,170
Number of single returns 400
Number of joint returns 550
Number of head of household returns 80
Number of returns with paid preparer's signature 670
Number of exemptions 2,400
Number of dependents 680
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] 70
Number of elderly returns [4] 450
Adjust gross income (AGI) [5] $101,695,000
Number of returns with total income 1,170
Salaries and wages amount $103,092,000
Number of returns with salaries and wages 940
Salaries and wages amount $67,272
Number of returns with taxable interest 510
Taxable interest amount $494
Number of returns with ordinary dividends 450
Ordinary dividends amount $2,290,000
Number of returns with qualified dividends 420
Qualified dividends amount [6] $1,731
Number of returns with state and local income tax refunds 550
State and local income tax refunds amount $383
Number of returns with business or professional net income (less loss) 240
Business or professional net income (less loss) amount $3,798,000
Number of returns with net capital gain (less loss) 380
Net capital gain (less loss) amount $2,183,000
Number of returns with taxable individual retirement arrangements distributions 230
Taxable individual retirement arrangements distributions amount $4,092,000
Number of returns with taxable pensions and annuities 370
Taxable pensions and annuities amount $15,841,000
Number of farm returns 0
Number of returns with unemployment compensation 20
Unemployment compensation amount [7] $108,000
Number of returns with taxable Social Security benefits 270
Taxable Social Security benefits amount $4,725,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $1,353,000
Number of returns with total statutory adjustments 400
Total statutory adjustments amount $1,397,000
Number of returns with educator expenses 60
Educator expenses amount $14,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $275,000
Number of returns with IRA payments 30
IRA payments amount $153,000
Number of returns with student loan interest deduction 170
Student loan interest deduction amount $221,000
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 810
Total itemized deductions amount $15,986,000
Amount of AGI for itemized returns $70,885,000
Number of returns with State and local income taxes 770
State and local income taxes amount $3,654,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $52,000
Number of returns with real estate taxes 730
Real estate taxes amount $3,568,000
Number of returns with taxes paid 810
Taxes paid amount $7,420,000
Number of returns with mortgage interest paid 630
Mortgage interest paid amount $3,554,000
Number of returns with contributions 710
Contributions amount $2,637,000
Number of returns with taxable income 1,170
Taxable income amount $80,786,000
Number of returns with income tax before credits 1,160
Income tax before credits amount $11,248,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 490
Total tax credits amount $641,000
Number of returns with foreign tax credit 170
Foreign tax credit amount $18,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $42,000
Number of returns with nonrefundable education credit 100
Nonrefundable education credit amount $107,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 260
Child tax credit amount $443,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $10,000
Number of returns with self-employment tax 190
Self-employment tax amount $667,000
Number of returns with total tax payments 1,150
Total tax payments amount $12,789,000
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 $48,000
Number of returns with income tax 1,150
Income tax amount [10] $10,607,000
Number of returns with tax liability 1,160
Total tax liability amount [11] $11,364,000
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] $1,107,000
Number of returns with overpayments refunded 780
Overpayments refunded amount [13] $2,276,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $250,000

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

Number of returns 2,000
Number of single returns 280
Number of joint returns 1,490
Number of head of household returns 100
Number of returns with paid preparer's signature 1,150
Number of exemptions 5,280
Number of dependents 1,790
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] 700
Adjust gross income (AGI) [5] $276,752,000
Number of returns with total income 2,000
Salaries and wages amount $281,554,000
Number of returns with salaries and wages 1,700
Salaries and wages amount $191,767
Number of returns with taxable interest 1,100
Taxable interest amount $1,619
Number of returns with ordinary dividends 1,010
Ordinary dividends amount $7,826,000
Number of returns with qualified dividends 950
Qualified dividends amount [6] $6,082
Number of returns with state and local income tax refunds 1,150
State and local income tax refunds amount $1,121
Number of returns with business or professional net income (less loss) 570
Business or professional net income (less loss) amount $13,578,000
Number of returns with net capital gain (less loss) 890
Net capital gain (less loss) amount $11,621,000
Number of returns with taxable individual retirement arrangements distributions 410
Taxable individual retirement arrangements distributions amount $9,750,000
Number of returns with taxable pensions and annuities 560
Taxable pensions and annuities amount $27,244,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $234,000
Number of returns with taxable Social Security benefits 420
Taxable Social Security benefits amount $9,011,000
Number of returns with partnership/S-corp net income (less loss) 320
Partnership/S-corp net income (less loss) amount $4,966,000
Number of returns with total statutory adjustments 950
Total statutory adjustments amount $4,802,000
Number of returns with educator expenses 130
Educator expenses amount $33,000
Number of returns with self-employment retirement plans 60
Self-employment retirement plans amount $893,000
Number of returns with self-employment health insurance deduction 130
Self-employment health insurance deduction amount $1,093,000
Number of returns with IRA payments 80
IRA payments amount $436,000
Number of returns with student loan interest deduction 320
Student loan interest deduction amount $430,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $83,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,740
Total itemized deductions amount $48,338,000
Amount of AGI for itemized returns $244,758,000
Number of returns with State and local income taxes 1,690
State and local income taxes amount $14,437,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $73,000
Number of returns with real estate taxes 1,600
Real estate taxes amount $10,663,000
Number of returns with taxes paid 1,740
Taxes paid amount $25,432,000
Number of returns with mortgage interest paid 1,380
Mortgage interest paid amount $9,842,000
Number of returns with contributions 1,550
Contributions amount $7,103,000
Number of returns with taxable income 1,990
Taxable income amount $204,460,000
Number of returns with income tax before credits 1,980
Income tax before credits amount $35,458,000
Number of returns with alternative minimum tax 180
Alternative minimum tax amount $368,000
Number of returns with total tax credits 1,000
Total tax credits amount $1,103,000
Number of returns with foreign tax credit 430
Foreign tax credit amount $67,000
Number of returns with child and dependent care credit 300
Child and dependent care credit amount $175,000
Number of returns with nonrefundable education credit 110
Nonrefundable education credit amount $171,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 380
Child tax credit amount $498,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $13,000
Number of returns with self-employment tax 490
Self-employment tax amount $2,322,000
Number of returns with total tax payments 1,980
Total tax payments amount $40,119,000
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 100
Refundable education credit amount $103,000
Number of returns with income tax 1,980
Income tax amount [10] $34,355,000
Number of returns with tax liability 1,980
Total tax liability amount [11] $36,878,000
Number of returns with net investment income tax 30
Net investment income tax $8,000
Number of returns with tax due at time of filing 790
Tax due at time of filing amount [12] $4,100,000
Number of returns with overpayments refunded 1,080
Overpayments refunded amount [13] $5,579,000
Number of returns with credit to next year’s estimated tax 150
Credited to next year’s estimated tax amount $1,087,000

Adjusted Gross Income: $200,000 or more

Number of returns 1,330
Number of single returns 110
Number of joint returns 1,170
Number of head of household returns 20
Number of returns with paid preparer's signature 1,070
Number of exemptions 4,190
Number of dependents 1,700
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] 430
Adjust gross income (AGI) [5] $730,431,000
Number of returns with total income 1,330
Salaries and wages amount $747,005,000
Number of returns with salaries and wages 1,140
Salaries and wages amount $372,953
Number of returns with taxable interest 1,110
Taxable interest amount $6,838
Number of returns with ordinary dividends 1,030
Ordinary dividends amount $39,827,000
Number of returns with qualified dividends 1,000
Qualified dividends amount [6] $32,927
Number of returns with state and local income tax refunds 700
State and local income tax refunds amount $4,398
Number of returns with business or professional net income (less loss) 490
Business or professional net income (less loss) amount $32,466,000
Number of returns with net capital gain (less loss) 970
Net capital gain (less loss) amount $121,523,000
Number of returns with taxable individual retirement arrangements distributions 270
Taxable individual retirement arrangements distributions amount $11,865,000
Number of returns with taxable pensions and annuities 250
Taxable pensions and annuities amount $14,992,000
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 250
Taxable Social Security benefits amount $6,506,000
Number of returns with partnership/S-corp net income (less loss) 600
Partnership/S-corp net income (less loss) amount $123,308,000
Number of returns with total statutory adjustments 690
Total statutory adjustments amount $16,574,000
Number of returns with educator expenses 40
Educator expenses amount $11,000
Number of returns with self-employment retirement plans 180
Self-employment retirement plans amount $8,127,000
Number of returns with self-employment health insurance deduction 230
Self-employment health insurance deduction amount $2,993,000
Number of returns with IRA payments 20
IRA payments amount $190,000
Number of returns with student loan interest deduction 0
Student loan interest deduction amount $0
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 60
Domestic production activities deduction amount $1,307,000
Number of returns with itemized deductions 1,310
Total itemized deductions amount $105,269,000
Amount of AGI for itemized returns $719,002,000
Number of returns with State and local income taxes 1,290
State and local income taxes amount $49,583,000
Number of returns with State and local general sales tax 0
State and local general sales tax amount $0
Number of returns with real estate taxes 1,260
Real estate taxes amount $18,621,000
Number of returns with taxes paid 1,310
Taxes paid amount $68,361,000
Number of returns with mortgage interest paid 1,020
Mortgage interest paid amount $12,492,000
Number of returns with contributions 1,240
Contributions amount $26,330,000
Number of returns with taxable income 1,330
Taxable income amount $615,784,000
Number of returns with income tax before credits 1,330
Income tax before credits amount $173,125,000
Number of returns with alternative minimum tax 910
Alternative minimum tax amount $8,550,000
Number of returns with total tax credits 820
Total tax credits amount $2,696,000
Number of returns with foreign tax credit 630
Foreign tax credit amount $792,000
Number of returns with child and dependent care credit 210
Child and dependent care credit amount $114,000
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 30
Residential energy tax credit amount $7,000
Number of returns with self-employment tax 510
Self-employment tax amount $5,175,000
Number of returns with total tax payments 1,320
Total tax payments amount $191,165,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 0
Refundable education credit amount $0
Number of returns with income tax 1,330
Income tax amount [10] $170,429,000
Number of returns with tax liability 1,330
Total tax liability amount [11] $184,235,000
Number of returns with net investment income tax 880
Net investment income tax $3,474,000
Number of returns with tax due at time of filing 630
Tax due at time of filing amount [12] $16,131,000
Number of returns with overpayments refunded 380
Overpayments refunded amount [13] $7,211,000
Number of returns with credit to next year’s estimated tax 350
Credited to next year’s estimated tax amount $15,785,000

[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.