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ZIP Code Database - Facts & Stats

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ZIP Code 43302 Income Tax Stats

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

ZIP Code 43302 Data

Zip Code:43302
City:Marion
State:OH [Ohio]
Counties: MARION, OH
City Alias(es):Marion
Area Code:740
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





43302 Income Tax Overview

Total Number of Tax Returns for ZIP Code 43302 [1] 22,020
Total Number of Single Tax Returns for ZIP Code 43302 6,930
Total Number of Joint Tax Returns for ZIP Code 43302 7,130
Total Number of Dependents for ZIP Code 43302 13,210
Total Adjusted Gross Income for ZIP Code 43302 $988,543,000
Average Income per Person for ZIP Code 43302 $18,042
Average Income per Household for ZIP Code 43302 $44,893

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 8,570
Number of single returns 5,350
Number of joint returns 1,110
Number of head of household returns 1,870
Number of returns with paid preparer's signature 2,990
Number of exemptions 12,790
Number of dependents 4,290
Total number of volunteer prepared returns [5] 350
Number of volunteer income tax assistance (VITA) prepared returns [3] 130
Number of tax counseling for the elderly (TCE) prepared returns [3] 230
Number of volunteer prepared returns with Earned Income Credit 80
Number of refund anticipation check returns [3] 1,980
Number of elderly returns [4] 1,900
Adjust gross income (AGI) [5] $107,730,000
Number of returns with total income 8,570
Salaries and wages amount $108,754,000
Number of returns with salaries and wages 6,890
Salaries and wages amount $83,078
Number of returns with taxable interest 870
Taxable interest amount $496
Number of returns with ordinary dividends 480
Ordinary dividends amount $631,000
Number of returns with qualified dividends 420
Qualified dividends amount [6] $378
Number of returns with state and local income tax refunds 70
State and local income tax refunds amount $21
Number of returns with business or professional net income (less loss) 820
Business or professional net income (less loss) amount $5,681,000
Number of returns with net capital gain (less loss) 360
Net capital gain (less loss) amount $240,000
Number of returns with taxable individual retirement arrangements distributions 650
Taxable individual retirement arrangements distributions amount $4,040,000
Number of returns with taxable pensions and annuities 1,400
Taxable pensions and annuities amount $12,339,000
Number of farm returns 30
Number of returns with unemployment compensation 180
Unemployment compensation amount [7] $725,000
Number of returns with taxable Social Security benefits 450
Taxable Social Security benefits amount $846,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $260,000
Number of returns with total statutory adjustments 960
Total statutory adjustments amount $1,024,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $154,000
Number of returns with IRA payments 20
IRA payments amount $43,000
Number of returns with student loan interest deduction 200
Student loan interest deduction amount $158,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $107,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 250
Total itemized deductions amount $3,896,000
Amount of AGI for itemized returns $3,558,000
Number of returns with State and local income taxes 80
State and local income taxes amount $101,000
Number of returns with State and local general sales tax 130
State and local general sales tax amount $87,000
Number of returns with real estate taxes 160
Real estate taxes amount $233,000
Number of returns with taxes paid 230
Taxes paid amount $444,000
Number of returns with mortgage interest paid 110
Mortgage interest paid amount $458,000
Number of returns with contributions 160
Contributions amount $425,000
Number of returns with taxable income 3,530
Taxable income amount $21,039,000
Number of returns with income tax before credits 3,530
Income tax before credits amount $2,225,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 970
Total tax credits amount $283,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $10,000
Number of returns with nonrefundable education credit 170
Nonrefundable education credit amount $88,000
Number of returns with retirement savings contribution credit 460
Retirement savings contribution credit amount $67,000
Number of returns with child tax credit 330
Child tax credit amount $113,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 710
Self-employment tax amount $939,000
Number of returns with total tax payments 7,970
Total tax payments amount $19,677,000
Number of returns with earned income credit 3,400
Earned income credit amount [8] $9,074,000
Number of returns with excess earned income credit 3,160
Excess earned income credit (refundable) amount [9] $8,355,000
Number of returns with additional child tax credit 2,010
Additional child tax credit amount $2,386,000
Number of returns with refundable education credit 290
Refundable education credit amount $231,000
Number of returns with income tax 2,970
Income tax amount [10] $1,942,000
Number of returns with tax liability 3,710
Total tax liability amount [11] $3,044,000
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] $352,000
Number of returns with overpayments refunded 7,630
Overpayments refunded amount [13] $16,934,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $40,000

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

Number of returns 6,830
Number of single returns 3,150
Number of joint returns 1,630
Number of head of household returns 1,390
Number of returns with paid preparer's signature 2,730
Number of exemptions 12,650
Number of dependents 4,220
Total number of volunteer prepared returns [5] 190
Number of volunteer income tax assistance (VITA) prepared returns [3] 80
Number of tax counseling for the elderly (TCE) prepared returns [3] 110
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 1,540
Number of elderly returns [4] 1,510
Adjust gross income (AGI) [5] $248,476,000
Number of returns with total income 6,830
Salaries and wages amount $249,972,000
Number of returns with salaries and wages 6,020
Salaries and wages amount $206,012
Number of returns with taxable interest 910
Taxable interest amount $533
Number of returns with ordinary dividends 540
Ordinary dividends amount $1,066,000
Number of returns with qualified dividends 490
Qualified dividends amount [6] $737
Number of returns with state and local income tax refunds 250
State and local income tax refunds amount $134
Number of returns with business or professional net income (less loss) 440
Business or professional net income (less loss) amount $3,229,000
Number of returns with net capital gain (less loss) 390
Net capital gain (less loss) amount $910,000
Number of returns with taxable individual retirement arrangements distributions 590
Taxable individual retirement arrangements distributions amount $6,349,000
Number of returns with taxable pensions and annuities 1,440
Taxable pensions and annuities amount $22,323,000
Number of farm returns 40
Number of returns with unemployment compensation 190
Unemployment compensation amount [7] $864,000
Number of returns with taxable Social Security benefits 1,160
Taxable Social Security benefits amount $7,348,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $168,000
Number of returns with total statutory adjustments 940
Total statutory adjustments amount $1,496,000
Number of returns with educator expenses 80
Educator expenses amount $18,000
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 $208,000
Number of returns with IRA payments 60
IRA payments amount $172,000
Number of returns with student loan interest deduction 470
Student loan interest deduction amount $474,000
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 $44,000
Number of returns with itemized deductions 530
Total itemized deductions amount $7,627,000
Amount of AGI for itemized returns $20,958,000
Number of returns with State and local income taxes 400
State and local income taxes amount $727,000
Number of returns with State and local general sales tax 110
State and local general sales tax amount $102,000
Number of returns with real estate taxes 410
Real estate taxes amount $652,000
Number of returns with taxes paid 530
Taxes paid amount $1,519,000
Number of returns with mortgage interest paid 330
Mortgage interest paid amount $1,377,000
Number of returns with contributions 330
Contributions amount $1,132,000
Number of returns with taxable income 6,660
Taxable income amount $135,384,000
Number of returns with income tax before credits 6,640
Income tax before credits amount $16,754,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 2,720
Total tax credits amount $2,194,000
Number of returns with foreign tax credit 110
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 120
Child and dependent care credit amount $58,000
Number of returns with nonrefundable education credit 290
Nonrefundable education credit amount $286,000
Number of returns with retirement savings contribution credit 1,350
Retirement savings contribution credit amount $243,000
Number of returns with child tax credit 1,620
Child tax credit amount $1,581,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $19,000
Number of returns with self-employment tax 340
Self-employment tax amount $704,000
Number of returns with total tax payments 6,740
Total tax payments amount $30,330,000
Number of returns with earned income credit 1,650
Earned income credit amount [8] $3,504,000
Number of returns with excess earned income credit 1,340
Excess earned income credit (refundable) amount [9] $2,973,000
Number of returns with additional child tax credit 1,090
Additional child tax credit amount $1,549,000
Number of returns with refundable education credit 220
Refundable education credit amount $189,000
Number of returns with income tax 5,620
Income tax amount [10] $14,560,000
Number of returns with tax liability 5,860
Total tax liability amount [11] $15,581,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 850
Tax due at time of filing amount [12] $981,000
Number of returns with overpayments refunded 5,930
Overpayments refunded amount [13] $15,625,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $53,000

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

Number of returns 3,110
Number of single returns 940
Number of joint returns 1,570
Number of head of household returns 340
Number of returns with paid preparer's signature 1,510
Number of exemptions 6,730
Number of dependents 2,040
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] 480
Number of elderly returns [4] 960
Adjust gross income (AGI) [5] $190,206,000
Number of returns with total income 3,110
Salaries and wages amount $191,740,000
Number of returns with salaries and wages 2,680
Salaries and wages amount $143,384
Number of returns with taxable interest 740
Taxable interest amount $636
Number of returns with ordinary dividends 480
Ordinary dividends amount $1,237,000
Number of returns with qualified dividends 450
Qualified dividends amount [6] $910
Number of returns with state and local income tax refunds 420
State and local income tax refunds amount $191
Number of returns with business or professional net income (less loss) 360
Business or professional net income (less loss) amount $3,046,000
Number of returns with net capital gain (less loss) 380
Net capital gain (less loss) amount $1,349,000
Number of returns with taxable individual retirement arrangements distributions 440
Taxable individual retirement arrangements distributions amount $6,586,000
Number of returns with taxable pensions and annuities 970
Taxable pensions and annuities amount $23,084,000
Number of farm returns 40
Number of returns with unemployment compensation 100
Unemployment compensation amount [7] $495,000
Number of returns with taxable Social Security benefits 720
Taxable Social Security benefits amount $9,647,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $968,000
Number of returns with total statutory adjustments 720
Total statutory adjustments amount $1,534,000
Number of returns with educator expenses 90
Educator expenses amount $20,000
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 $283,000
Number of returns with IRA payments 50
IRA payments amount $177,000
Number of returns with student loan interest deduction 330
Student loan interest deduction amount $384,000
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 680
Total itemized deductions amount $10,191,000
Amount of AGI for itemized returns $42,142,000
Number of returns with State and local income taxes 610
State and local income taxes amount $1,719,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $96,000
Number of returns with real estate taxes 580
Real estate taxes amount $1,061,000
Number of returns with taxes paid 680
Taxes paid amount $2,920,000
Number of returns with mortgage interest paid 500
Mortgage interest paid amount $2,165,000
Number of returns with contributions 450
Contributions amount $1,718,000
Number of returns with taxable income 3,110
Taxable income amount $126,904,000
Number of returns with income tax before credits 3,100
Income tax before credits amount $17,732,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,280
Total tax credits amount $1,692,000
Number of returns with foreign tax credit 140
Foreign tax credit amount $8,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $37,000
Number of returns with nonrefundable education credit 170
Nonrefundable education credit amount $206,000
Number of returns with retirement savings contribution credit 330
Retirement savings contribution credit amount $54,000
Number of returns with child tax credit 880
Child tax credit amount $1,345,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $17,000
Number of returns with self-employment tax 280
Self-employment tax amount $655,000
Number of returns with total tax payments 3,070
Total tax payments amount $22,276,000
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 120
Additional child tax credit amount $185,000
Number of returns with refundable education credit 130
Refundable education credit amount $117,000
Number of returns with income tax 2,990
Income tax amount [10] $16,040,000
Number of returns with tax liability 3,010
Total tax liability amount [11] $16,942,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 680
Tax due at time of filing amount [12] $1,372,000
Number of returns with overpayments refunded 2,400
Overpayments refunded amount [13] $6,551,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $123,000

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

Number of returns 1,700
Number of single returns 260
Number of joint returns 1,240
Number of head of household returns 110
Number of returns with paid preparer's signature 860
Number of exemptions 4,220
Number of dependents 1,280
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] 230
Number of elderly returns [4] 540
Adjust gross income (AGI) [5] $146,227,000
Number of returns with total income 1,700
Salaries and wages amount $147,504,000
Number of returns with salaries and wages 1,510
Salaries and wages amount $109,937
Number of returns with taxable interest 520
Taxable interest amount $503
Number of returns with ordinary dividends 370
Ordinary dividends amount $1,212,000
Number of returns with qualified dividends 350
Qualified dividends amount [6] $887
Number of returns with state and local income tax refunds 350
State and local income tax refunds amount $216
Number of returns with business or professional net income (less loss) 240
Business or professional net income (less loss) amount $1,955,000
Number of returns with net capital gain (less loss) 290
Net capital gain (less loss) amount $1,491,000
Number of returns with taxable individual retirement arrangements distributions 270
Taxable individual retirement arrangements distributions amount $5,413,000
Number of returns with taxable pensions and annuities 580
Taxable pensions and annuities amount $16,985,000
Number of farm returns 20
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $278,000
Number of returns with taxable Social Security benefits 400
Taxable Social Security benefits amount $6,868,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $1,496,000
Number of returns with total statutory adjustments 490
Total statutory adjustments amount $1,277,000
Number of returns with educator expenses 80
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 30
Self-employment health insurance deduction amount $221,000
Number of returns with IRA payments 30
IRA payments amount $132,000
Number of returns with student loan interest deduction 250
Student loan interest deduction amount $325,000
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 $124,000
Number of returns with itemized deductions 540
Total itemized deductions amount $9,367,000
Amount of AGI for itemized returns $46,524,000
Number of returns with State and local income taxes 490
State and local income taxes amount $1,861,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $67,000
Number of returns with real estate taxes 490
Real estate taxes amount $949,000
Number of returns with taxes paid 540
Taxes paid amount $2,911,000
Number of returns with mortgage interest paid 430
Mortgage interest paid amount $2,163,000
Number of returns with contributions 400
Contributions amount $1,724,000
Number of returns with taxable income 1,700
Taxable income amount $105,779,000
Number of returns with income tax before credits 1,690
Income tax before credits amount $15,463,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 710
Total tax credits amount $1,178,000
Number of returns with foreign tax credit 100
Foreign tax credit amount $6,000
Number of returns with child and dependent care credit 80
Child and dependent care credit amount $44,000
Number of returns with nonrefundable education credit 150
Nonrefundable education credit amount $194,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 520
Child tax credit amount $910,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $12,000
Number of returns with self-employment tax 170
Self-employment tax amount $475,000
Number of returns with total tax payments 1,690
Total tax payments amount $17,914,000
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 110
Refundable education credit amount $102,000
Number of returns with income tax 1,690
Income tax amount [10] $14,285,000
Number of returns with tax liability 1,690
Total tax liability amount [11] $14,928,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 430
Tax due at time of filing amount [12] $1,204,000
Number of returns with overpayments refunded 1,240
Overpayments refunded amount [13] $4,044,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $125,000

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

Number of returns 1,550
Number of single returns 140
Number of joint returns 1,350
Number of head of household returns 30
Number of returns with paid preparer's signature 860
Number of exemptions 4,130
Number of dependents 1,230
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] 120
Number of elderly returns [4] 560
Adjust gross income (AGI) [5] $198,065,000
Number of returns with total income 1,550
Salaries and wages amount $200,340,000
Number of returns with salaries and wages 1,350
Salaries and wages amount $136,224
Number of returns with taxable interest 680
Taxable interest amount $1,163
Number of returns with ordinary dividends 530
Ordinary dividends amount $3,161,000
Number of returns with qualified dividends 510
Qualified dividends amount [6] $2,189
Number of returns with state and local income tax refunds 520
State and local income tax refunds amount $436
Number of returns with business or professional net income (less loss) 270
Business or professional net income (less loss) amount $4,696,000
Number of returns with net capital gain (less loss) 450
Net capital gain (less loss) amount $4,713,000
Number of returns with taxable individual retirement arrangements distributions 320
Taxable individual retirement arrangements distributions amount $9,044,000
Number of returns with taxable pensions and annuities 580
Taxable pensions and annuities amount $24,642,000
Number of farm returns 50
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $279,000
Number of returns with taxable Social Security benefits 380
Taxable Social Security benefits amount $7,993,000
Number of returns with partnership/S-corp net income (less loss) 170
Partnership/S-corp net income (less loss) amount $4,017,000
Number of returns with total statutory adjustments 620
Total statutory adjustments amount $2,275,000
Number of returns with educator expenses 130
Educator expenses amount $35,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $802,000
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $526,000
Number of returns with IRA payments 60
IRA payments amount $355,000
Number of returns with student loan interest deduction 280
Student loan interest deduction amount $328,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $75,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 820
Total itemized deductions amount $17,367,000
Amount of AGI for itemized returns $109,302,000
Number of returns with State and local income taxes 780
State and local income taxes amount $4,688,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $114,000
Number of returns with real estate taxes 780
Real estate taxes amount $1,903,000
Number of returns with taxes paid 820
Taxes paid amount $6,765,000
Number of returns with mortgage interest paid 670
Mortgage interest paid amount $4,011,000
Number of returns with contributions 680
Contributions amount $3,632,000
Number of returns with taxable income 1,550
Taxable income amount $154,804,000
Number of returns with income tax before credits 1,550
Income tax before credits amount $25,929,000
Number of returns with alternative minimum tax 30
Alternative minimum tax amount $34,000
Number of returns with total tax credits 690
Total tax credits amount $863,000
Number of returns with foreign tax credit 210
Foreign tax credit amount $23,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $56,000
Number of returns with nonrefundable education credit 180
Nonrefundable education credit amount $248,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 350
Child tax credit amount $494,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $11,000
Number of returns with self-employment tax 220
Self-employment tax amount $1,097,000
Number of returns with total tax payments 1,540
Total tax payments amount $27,540,000
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 150
Refundable education credit amount $151,000
Number of returns with income tax 1,550
Income tax amount [10] $25,066,000
Number of returns with tax liability 1,550
Total tax liability amount [11] $26,709,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 590
Tax due at time of filing amount [12] $3,011,000
Number of returns with overpayments refunded 900
Overpayments refunded amount [13] $3,500,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $414,000

Adjusted Gross Income: $200,000 or more

Number of returns 260
Number of single returns 30
Number of joint returns 230
Number of head of household returns 0
Number of returns with paid preparer's signature 220
Number of exemptions 630
Number of dependents 150
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] 140
Adjust gross income (AGI) [5] $97,839,000
Number of returns with total income 260
Salaries and wages amount $100,097,000
Number of returns with salaries and wages 220
Salaries and wages amount $44,944
Number of returns with taxable interest 200
Taxable interest amount $1,194
Number of returns with ordinary dividends 170
Ordinary dividends amount $2,897,000
Number of returns with qualified dividends 170
Qualified dividends amount [6] $2,337
Number of returns with state and local income tax refunds 140
State and local income tax refunds amount $670
Number of returns with business or professional net income (less loss) 80
Business or professional net income (less loss) amount $6,460,000
Number of returns with net capital gain (less loss) 170
Net capital gain (less loss) amount $11,226,000
Number of returns with taxable individual retirement arrangements distributions 80
Taxable individual retirement arrangements distributions amount $3,580,000
Number of returns with taxable pensions and annuities 90
Taxable pensions and annuities amount $5,756,000
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 70
Taxable Social Security benefits amount $1,978,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $16,735,000
Number of returns with total statutory adjustments 130
Total statutory adjustments amount $2,258,000
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 $745,000
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 20
Domestic production activities deduction amount $411,000
Number of returns with itemized deductions 230
Total itemized deductions amount $9,581,000
Amount of AGI for itemized returns $87,405,000
Number of returns with State and local income taxes 220
State and local income taxes amount $3,881,000
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 220
Real estate taxes amount $1,036,000
Number of returns with taxes paid 230
Taxes paid amount $4,958,000
Number of returns with mortgage interest paid 150
Mortgage interest paid amount $993,000
Number of returns with contributions 210
Contributions amount $2,731,000
Number of returns with taxable income 260
Taxable income amount $86,090,000
Number of returns with income tax before credits 260
Income tax before credits amount $21,897,000
Number of returns with alternative minimum tax 90
Alternative minimum tax amount $430,000
Number of returns with total tax credits 110
Total tax credits amount $337,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $60,000
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 80
Self-employment tax amount $637,000
Number of returns with total tax payments 260
Total tax payments amount $23,011,000
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 260
Income tax amount [10] $21,560,000
Number of returns with tax liability 260
Total tax liability amount [11] $22,896,000
Number of returns with net investment income tax 140
Net investment income tax $517,000
Number of returns with tax due at time of filing 120
Tax due at time of filing amount [12] $2,469,000
Number of returns with overpayments refunded 90
Overpayments refunded amount [13] $1,349,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $1,204,000

[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.