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ZIP Code Database - Facts & Stats

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ZIP Code 43220 Income Tax Stats

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

ZIP Code 43220 Data

Zip Code:43220
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]





43220 Income Tax Overview

Total Number of Tax Returns for ZIP Code 43220 [1] 14,510
Total Number of Single Tax Returns for ZIP Code 43220 3,780
Total Number of Joint Tax Returns for ZIP Code 43220 4,970
Total Number of Dependents for ZIP Code 43220 6,610
Total Adjusted Gross Income for ZIP Code 43220 $1,620,415,000
Average Income per Person for ZIP Code 43220 $64,845
Average Income per Household for ZIP Code 43220 $111,676

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 3,350
Number of joint returns 380
Number of head of household returns 230
Number of returns with paid preparer's signature 1,570
Number of exemptions 4,170
Number of dependents 840
Total number of volunteer prepared returns [5] 120
Number of volunteer income tax assistance (VITA) prepared returns [3] 40
Number of tax counseling for the elderly (TCE) prepared returns [3] 80
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 380
Number of elderly returns [4] 640
Adjust gross income (AGI) [5] $48,468,000
Number of returns with total income 4,020
Salaries and wages amount $49,752,000
Number of returns with salaries and wages 3,210
Salaries and wages amount $38,355
Number of returns with taxable interest 690
Taxable interest amount $351
Number of returns with ordinary dividends 670
Ordinary dividends amount $1,493,000
Number of returns with qualified dividends 630
Qualified dividends amount [6] $1,028
Number of returns with state and local income tax refunds 80
State and local income tax refunds amount $29
Number of returns with business or professional net income (less loss) 620
Business or professional net income (less loss) amount $4,481,000
Number of returns with net capital gain (less loss) 570
Net capital gain (less loss) amount $727,000
Number of returns with taxable individual retirement arrangements distributions 260
Taxable individual retirement arrangements distributions amount $1,725,000
Number of returns with taxable pensions and annuities 390
Taxable pensions and annuities amount $2,827,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $145,000
Number of returns with taxable Social Security benefits 140
Taxable Social Security benefits amount $345,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount ($15,000)
Number of returns with total statutory adjustments 870
Total statutory adjustments amount $1,284,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $199,000
Number of returns with IRA payments 30
IRA payments amount $115,000
Number of returns with student loan interest deduction 240
Student loan interest deduction amount $216,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $174,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 260
Total itemized deductions amount $3,921,000
Amount of AGI for itemized returns $3,510,000
Number of returns with State and local income taxes 100
State and local income taxes amount $164,000
Number of returns with State and local general sales tax 120
State and local general sales tax amount $80,000
Number of returns with real estate taxes 190
Real estate taxes amount $1,046,000
Number of returns with taxes paid 250
Taxes paid amount $1,349,000
Number of returns with mortgage interest paid 110
Mortgage interest paid amount $526,000
Number of returns with contributions 170
Contributions amount $260,000
Number of returns with taxable income 2,060
Taxable income amount $13,739,000
Number of returns with income tax before credits 1,960
Income tax before credits amount $1,424,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 600
Total tax credits amount $212,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 270
Nonrefundable education credit amount $152,000
Number of returns with retirement savings contribution credit 180
Retirement savings contribution credit amount $29,000
Number of returns with child tax credit 60
Child tax credit amount $20,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 540
Self-employment tax amount $715,000
Number of returns with total tax payments 3,570
Total tax payments amount $6,059,000
Number of returns with earned income credit 890
Earned income credit amount [8] $1,689,000
Number of returns with excess earned income credit 720
Excess earned income credit (refundable) amount [9] $1,401,000
Number of returns with additional child tax credit 360
Additional child tax credit amount $468,000
Number of returns with refundable education credit 260
Refundable education credit amount $222,000
Number of returns with income tax 1,690
Income tax amount [10] $1,212,000
Number of returns with tax liability 2,110
Total tax liability amount [11] $1,996,000
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] $416,000
Number of returns with overpayments refunded 3,230
Overpayments refunded amount [13] $4,407,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $61,000

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

Number of returns 3,320
Number of single returns 2,370
Number of joint returns 490
Number of head of household returns 290
Number of returns with paid preparer's signature 1,170
Number of exemptions 4,700
Number of dependents 940
Total number of volunteer prepared returns [5] 40
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 40
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 410
Number of elderly returns [4] 600
Adjust gross income (AGI) [5] $121,703,000
Number of returns with total income 3,320
Salaries and wages amount $123,831,000
Number of returns with salaries and wages 2,870
Salaries and wages amount $100,832
Number of returns with taxable interest 710
Taxable interest amount $548
Number of returns with ordinary dividends 570
Ordinary dividends amount $1,890,000
Number of returns with qualified dividends 530
Qualified dividends amount [6] $1,261
Number of returns with state and local income tax refunds 220
State and local income tax refunds amount $85
Number of returns with business or professional net income (less loss) 410
Business or professional net income (less loss) amount $3,987,000
Number of returns with net capital gain (less loss) 470
Net capital gain (less loss) amount $1,481,000
Number of returns with taxable individual retirement arrangements distributions 270
Taxable individual retirement arrangements distributions amount $2,741,000
Number of returns with taxable pensions and annuities 460
Taxable pensions and annuities amount $8,171,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $175,000
Number of returns with taxable Social Security benefits 370
Taxable Social Security benefits amount $2,776,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $620,000
Number of returns with total statutory adjustments 1,110
Total statutory adjustments amount $2,128,000
Number of returns with educator expenses 90
Educator expenses amount $21,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $281,000
Number of returns with IRA payments 60
IRA payments amount $226,000
Number of returns with student loan interest deduction 700
Student loan interest deduction amount $831,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $47,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 540
Total itemized deductions amount $8,831,000
Amount of AGI for itemized returns $20,713,000
Number of returns with State and local income taxes 380
State and local income taxes amount $937,000
Number of returns with State and local general sales tax 130
State and local general sales tax amount $112,000
Number of returns with real estate taxes 410
Real estate taxes amount $2,090,000
Number of returns with taxes paid 530
Taxes paid amount $3,241,000
Number of returns with mortgage interest paid 290
Mortgage interest paid amount $1,326,000
Number of returns with contributions 350
Contributions amount $832,000
Number of returns with taxable income 3,220
Taxable income amount $73,771,000
Number of returns with income tax before credits 3,190
Income tax before credits amount $9,339,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 990
Total tax credits amount $702,000
Number of returns with foreign tax credit 140
Foreign tax credit amount $13,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $30,000
Number of returns with nonrefundable education credit 320
Nonrefundable education credit amount $306,000
Number of returns with retirement savings contribution credit 350
Retirement savings contribution credit amount $57,000
Number of returns with child tax credit 320
Child tax credit amount $294,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 310
Self-employment tax amount $708,000
Number of returns with total tax payments 3,220
Total tax payments amount $13,635,000
Number of returns with earned income credit 300
Earned income credit amount [8] $639,000
Number of returns with excess earned income credit 240
Excess earned income credit (refundable) amount [9] $512,000
Number of returns with additional child tax credit 220
Additional child tax credit amount $300,000
Number of returns with refundable education credit 150
Refundable education credit amount $126,000
Number of returns with income tax 2,960
Income tax amount [10] $8,637,000
Number of returns with tax liability 3,050
Total tax liability amount [11] $9,444,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 610
Tax due at time of filing amount [12] $823,000
Number of returns with overpayments refunded 2,630
Overpayments refunded amount [13] $4,829,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $144,000

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

Number of returns 2,070
Number of single returns 1,150
Number of joint returns 580
Number of head of household returns 160
Number of returns with paid preparer's signature 980
Number of exemptions 3,380
Number of dependents 730
Total number of volunteer prepared returns [5] 40
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 40
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 160
Number of elderly returns [4] 600
Adjust gross income (AGI) [5] $127,747,000
Number of returns with total income 2,070
Salaries and wages amount $129,764,000
Number of returns with salaries and wages 1,710
Salaries and wages amount $95,461
Number of returns with taxable interest 730
Taxable interest amount $514
Number of returns with ordinary dividends 610
Ordinary dividends amount $2,473,000
Number of returns with qualified dividends 580
Qualified dividends amount [6] $1,692
Number of returns with state and local income tax refunds 480
State and local income tax refunds amount $259
Number of returns with business or professional net income (less loss) 290
Business or professional net income (less loss) amount $3,695,000
Number of returns with net capital gain (less loss) 520
Net capital gain (less loss) amount $2,089,000
Number of returns with taxable individual retirement arrangements distributions 290
Taxable individual retirement arrangements distributions amount $4,480,000
Number of returns with taxable pensions and annuities 480
Taxable pensions and annuities amount $13,790,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $166,000
Number of returns with taxable Social Security benefits 370
Taxable Social Security benefits amount $5,259,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $708,000
Number of returns with total statutory adjustments 720
Total statutory adjustments amount $2,017,000
Number of returns with educator expenses 70
Educator expenses amount $16,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $440,000
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $296,000
Number of returns with IRA payments 40
IRA payments amount $153,000
Number of returns with student loan interest deduction 390
Student loan interest deduction amount $519,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $82,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 850
Total itemized deductions amount $14,204,000
Amount of AGI for itemized returns $53,694,000
Number of returns with State and local income taxes 730
State and local income taxes amount $2,152,000
Number of returns with State and local general sales tax 90
State and local general sales tax amount $138,000
Number of returns with real estate taxes 680
Real estate taxes amount $3,594,000
Number of returns with taxes paid 850
Taxes paid amount $5,947,000
Number of returns with mortgage interest paid 520
Mortgage interest paid amount $2,543,000
Number of returns with contributions 610
Contributions amount $1,532,000
Number of returns with taxable income 2,060
Taxable income amount $89,206,000
Number of returns with income tax before credits 2,050
Income tax before credits amount $13,031,000
Number of returns with alternative minimum tax 30
Alternative minimum tax amount $20,000
Number of returns with total tax credits 680
Total tax credits amount $698,000
Number of returns with foreign tax credit 230
Foreign tax credit amount $31,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $29,000
Number of returns with nonrefundable education credit 130
Nonrefundable education credit amount $161,000
Number of returns with retirement savings contribution credit 80
Retirement savings contribution credit amount $14,000
Number of returns with child tax credit 320
Child tax credit amount $433,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $15,000
Number of returns with self-employment tax 220
Self-employment tax amount $611,000
Number of returns with total tax payments 2,040
Total tax payments amount $15,822,000
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 40
Additional child tax credit amount $62,000
Number of returns with refundable education credit 70
Refundable education credit amount $68,000
Number of returns with income tax 2,010
Income tax amount [10] $12,333,000
Number of returns with tax liability 2,020
Total tax liability amount [11] $13,047,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 500
Tax due at time of filing amount [12] $965,000
Number of returns with overpayments refunded 1,510
Overpayments refunded amount [13] $3,550,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $186,000

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

Number of returns 1,250
Number of single returns 480
Number of joint returns 570
Number of head of household returns 60
Number of returns with paid preparer's signature 650
Number of exemptions 2,420
Number of dependents 620
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] $107,893,000
Number of returns with total income 1,250
Salaries and wages amount $109,481,000
Number of returns with salaries and wages 970
Salaries and wages amount $72,780
Number of returns with taxable interest 610
Taxable interest amount $501
Number of returns with ordinary dividends 490
Ordinary dividends amount $2,910,000
Number of returns with qualified dividends 470
Qualified dividends amount [6] $2,170
Number of returns with state and local income tax refunds 460
State and local income tax refunds amount $295
Number of returns with business or professional net income (less loss) 230
Business or professional net income (less loss) amount $4,185,000
Number of returns with net capital gain (less loss) 450
Net capital gain (less loss) amount $2,661,000
Number of returns with taxable individual retirement arrangements distributions 260
Taxable individual retirement arrangements distributions amount $4,741,000
Number of returns with taxable pensions and annuities 340
Taxable pensions and annuities amount $13,318,000
Number of farm returns 0
Number of returns with unemployment compensation 20
Unemployment compensation amount [7] $129,000
Number of returns with taxable Social Security benefits 300
Taxable Social Security benefits amount $5,535,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $1,052,000
Number of returns with total statutory adjustments 380
Total statutory adjustments amount $1,588,000
Number of returns with educator expenses 50
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 $290,000
Number of returns with IRA payments 30
IRA payments amount $168,000
Number of returns with student loan interest deduction 130
Student loan interest deduction amount $166,000
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 730
Total itemized deductions amount $14,570,000
Amount of AGI for itemized returns $63,952,000
Number of returns with State and local income taxes 660
State and local income taxes amount $2,827,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $66,000
Number of returns with real estate taxes 640
Real estate taxes amount $4,031,000
Number of returns with taxes paid 730
Taxes paid amount $7,036,000
Number of returns with mortgage interest paid 480
Mortgage interest paid amount $2,897,000
Number of returns with contributions 620
Contributions amount $1,718,000
Number of returns with taxable income 1,240
Taxable income amount $78,290,000
Number of returns with income tax before credits 1,230
Income tax before credits amount $12,358,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 500
Total tax credits amount $600,000
Number of returns with foreign tax credit 210
Foreign tax credit amount $22,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $38,000
Number of returns with nonrefundable education credit 90
Nonrefundable education credit amount $121,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 250
Child tax credit amount $374,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 180
Self-employment tax amount $745,000
Number of returns with total tax payments 1,220
Total tax payments amount $14,020,000
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 $52,000
Number of returns with income tax 1,230
Income tax amount [10] $11,758,000
Number of returns with tax liability 1,230
Total tax liability amount [11] $12,550,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 380
Tax due at time of filing amount [12] $1,246,000
Number of returns with overpayments refunded 800
Overpayments refunded amount [13] $2,477,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $215,000

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

Number of returns 2,270
Number of single returns 430
Number of joint returns 1,600
Number of head of household returns 80
Number of returns with paid preparer's signature 1,270
Number of exemptions 5,610
Number of dependents 1,740
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] 880
Adjust gross income (AGI) [5] $317,373,000
Number of returns with total income 2,270
Salaries and wages amount $322,521,000
Number of returns with salaries and wages 1,830
Salaries and wages amount $205,786
Number of returns with taxable interest 1,460
Taxable interest amount $1,977
Number of returns with ordinary dividends 1,290
Ordinary dividends amount $11,900,000
Number of returns with qualified dividends 1,220
Qualified dividends amount [6] $9,124
Number of returns with state and local income tax refunds 1,200
State and local income tax refunds amount $1,104
Number of returns with business or professional net income (less loss) 520
Business or professional net income (less loss) amount $11,846,000
Number of returns with net capital gain (less loss) 1,140
Net capital gain (less loss) amount $11,046,000
Number of returns with taxable individual retirement arrangements distributions 560
Taxable individual retirement arrangements distributions amount $15,339,000
Number of returns with taxable pensions and annuities 710
Taxable pensions and annuities amount $36,802,000
Number of farm returns 30
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $268,000
Number of returns with taxable Social Security benefits 580
Taxable Social Security benefits amount $12,696,000
Number of returns with partnership/S-corp net income (less loss) 340
Partnership/S-corp net income (less loss) amount $9,369,000
Number of returns with total statutory adjustments 850
Total statutory adjustments amount $5,148,000
Number of returns with educator expenses 100
Educator expenses amount $25,000
Number of returns with self-employment retirement plans 70
Self-employment retirement plans amount $1,139,000
Number of returns with self-employment health insurance deduction 140
Self-employment health insurance deduction amount $1,181,000
Number of returns with IRA payments 70
IRA payments amount $385,000
Number of returns with student loan interest deduction 230
Student loan interest deduction amount $268,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $91,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,930
Total itemized deductions amount $52,828,000
Amount of AGI for itemized returns $274,708,000
Number of returns with State and local income taxes 1,830
State and local income taxes amount $13,629,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $144,000
Number of returns with real estate taxes 1,790
Real estate taxes amount $14,744,000
Number of returns with taxes paid 1,930
Taxes paid amount $28,787,000
Number of returns with mortgage interest paid 1,390
Mortgage interest paid amount $10,077,000
Number of returns with contributions 1,700
Contributions amount $7,186,000
Number of returns with taxable income 2,260
Taxable income amount $238,144,000
Number of returns with income tax before credits 2,250
Income tax before credits amount $42,138,000
Number of returns with alternative minimum tax 200
Alternative minimum tax amount $442,000
Number of returns with total tax credits 1,110
Total tax credits amount $1,076,000
Number of returns with foreign tax credit 560
Foreign tax credit amount $166,000
Number of returns with child and dependent care credit 250
Child and dependent care credit amount $140,000
Number of returns with nonrefundable education credit 150
Nonrefundable education credit amount $219,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 330
Child tax credit amount $393,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $26,000
Number of returns with self-employment tax 460
Self-employment tax amount $2,258,000
Number of returns with total tax payments 2,250
Total tax payments amount $46,326,000
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 130
Refundable education credit amount $128,000
Number of returns with income tax 2,250
Income tax amount [10] $41,062,000
Number of returns with tax liability 2,250
Total tax liability amount [11] $43,544,000
Number of returns with net investment income tax 70
Net investment income tax $23,000
Number of returns with tax due at time of filing 830
Tax due at time of filing amount [12] $4,248,000
Number of returns with overpayments refunded 1,270
Overpayments refunded amount [13] $5,760,000
Number of returns with credit to next year’s estimated tax 220
Credited to next year’s estimated tax amount $1,220,000

Adjusted Gross Income: $200,000 or more

Number of returns 1,580
Number of single returns 160
Number of joint returns 1,350
Number of head of household returns 30
Number of returns with paid preparer's signature 1,150
Number of exemptions 4,670
Number of dependents 1,740
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] 600
Adjust gross income (AGI) [5] $897,231,000
Number of returns with total income 1,580
Salaries and wages amount $912,021,000
Number of returns with salaries and wages 1,340
Salaries and wages amount $380,803
Number of returns with taxable interest 1,350
Taxable interest amount $9,052
Number of returns with ordinary dividends 1,200
Ordinary dividends amount $43,249,000
Number of returns with qualified dividends 1,170
Qualified dividends amount [6] $35,961
Number of returns with state and local income tax refunds 760
State and local income tax refunds amount $3,319
Number of returns with business or professional net income (less loss) 510
Business or professional net income (less loss) amount $29,914,000
Number of returns with net capital gain (less loss) 1,140
Net capital gain (less loss) amount $152,483,000
Number of returns with taxable individual retirement arrangements distributions 390
Taxable individual retirement arrangements distributions amount $16,881,000
Number of returns with taxable pensions and annuities 390
Taxable pensions and annuities amount $29,271,000
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 330
Taxable Social Security benefits amount $8,805,000
Number of returns with partnership/S-corp net income (less loss) 650
Partnership/S-corp net income (less loss) amount $123,273,000
Number of returns with total statutory adjustments 730
Total statutory adjustments amount $14,790,000
Number of returns with educator expenses 40
Educator expenses amount $10,000
Number of returns with self-employment retirement plans 170
Self-employment retirement plans amount $5,752,000
Number of returns with self-employment health insurance deduction 240
Self-employment health insurance deduction amount $2,936,000
Number of returns with IRA payments 30
IRA payments amount $254,000
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 50
Domestic production activities deduction amount $1,295,000
Number of returns with itemized deductions 1,550
Total itemized deductions amount $103,722,000
Amount of AGI for itemized returns $885,147,000
Number of returns with State and local income taxes 1,510
State and local income taxes amount $44,278,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $92,000
Number of returns with real estate taxes 1,490
Real estate taxes amount $22,027,000
Number of returns with taxes paid 1,550
Taxes paid amount $66,618,000
Number of returns with mortgage interest paid 1,130
Mortgage interest paid amount $12,912,000
Number of returns with contributions 1,440
Contributions amount $30,935,000
Number of returns with taxable income 1,580
Taxable income amount $781,673,000
Number of returns with income tax before credits 1,580
Income tax before credits amount $204,090,000
Number of returns with alternative minimum tax 1,080
Alternative minimum tax amount $7,667,000
Number of returns with total tax credits 930
Total tax credits amount $2,740,000
Number of returns with foreign tax credit 730
Foreign tax credit amount $1,222,000
Number of returns with child and dependent care credit 210
Child and dependent care credit amount $102,000
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $51,000
Number of returns with self-employment tax 540
Self-employment tax amount $4,829,000
Number of returns with total tax payments 1,580
Total tax payments amount $218,076,000
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 1,580
Income tax amount [10] $201,350,000
Number of returns with tax liability 1,580
Total tax liability amount [11] $211,560,000
Number of returns with net investment income tax 1,010
Net investment income tax $3,459,000
Number of returns with tax due at time of filing 760
Tax due at time of filing amount [12] $15,321,000
Number of returns with overpayments refunded 500
Overpayments refunded amount [13] $5,703,000
Number of returns with credit to next year’s estimated tax 360
Credited to next year’s estimated tax amount $15,981,000

[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.