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ZIP Code Database - Facts & Stats

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ZIP Code 43402 Income Tax Stats

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

ZIP Code 43402 Data

Zip Code:43402
City:Bowling Green
State:OH [Ohio]
Counties: WOOD, OH
City Alias(es):Bowling Green
Area Code:419 / 567
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


43402 Income Tax Overview

Total Number of Tax Returns for ZIP Code 43402 [1] 14,120
Total Number of Single Tax Returns for ZIP Code 43402 4,250
Total Number of Joint Tax Returns for ZIP Code 43402 4,560
Total Number of Dependents for ZIP Code 43402 5,980
Total Adjusted Gross Income for ZIP Code 43402 $809,123,000
Average Income per Person for ZIP Code 43402 $25,828
Average Income per Household for ZIP Code 43402 $57,303

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 5,410
Number of single returns 4,520
Number of joint returns 350
Number of head of household returns 440
Number of returns with paid preparer's signature 1,690
Number of exemptions 5,360
Number of dependents 920
Total number of volunteer prepared returns [5] 120
Number of volunteer income tax assistance (VITA) prepared returns [3] 20
Number of tax counseling for the elderly (TCE) prepared returns [3] 100
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 800
Number of elderly returns [4] 800
Adjust gross income (AGI) [5] $65,282,000
Number of returns with total income 5,410
Salaries and wages amount $66,496,000
Number of returns with salaries and wages 4,640
Salaries and wages amount $55,203
Number of returns with taxable interest 630
Taxable interest amount $339
Number of returns with ordinary dividends 470
Ordinary dividends amount $564,000
Number of returns with qualified dividends 430
Qualified dividends amount [6] $353
Number of returns with state and local income tax refunds 50
State and local income tax refunds amount $16
Number of returns with business or professional net income (less loss) 470
Business or professional net income (less loss) amount $2,140,000
Number of returns with net capital gain (less loss) 390
Net capital gain (less loss) amount $476,000
Number of returns with taxable individual retirement arrangements distributions 260
Taxable individual retirement arrangements distributions amount $1,461,000
Number of returns with taxable pensions and annuities 590
Taxable pensions and annuities amount $5,176,000
Number of farm returns 30
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $244,000
Number of returns with taxable Social Security benefits 160
Taxable Social Security benefits amount $278,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $18,000
Number of returns with total statutory adjustments 850
Total statutory adjustments amount $1,214,000
Number of returns with educator expenses 20
Educator expenses amount $4,000
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 $155,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 330
Student loan interest deduction amount $288,000
Number of returns with tuition and fees deduction 120
Tuition and fees deduction amount $399,000
Returns with domestic production activities deduction 20
Domestic production activities deduction amount $17,000
Number of returns with itemized deductions 170
Total itemized deductions amount $3,402,000
Amount of AGI for itemized returns $2,639,000
Number of returns with State and local income taxes 90
State and local income taxes amount $188,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $47,000
Number of returns with real estate taxes 100
Real estate taxes amount $253,000
Number of returns with taxes paid 160
Taxes paid amount $501,000
Number of returns with mortgage interest paid 70
Mortgage interest paid amount $342,000
Number of returns with contributions 90
Contributions amount $176,000
Number of returns with taxable income 2,900
Taxable income amount $17,800,000
Number of returns with income tax before credits 2,840
Income tax before credits amount $1,869,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 830
Total tax credits amount $302,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $8,000
Number of returns with nonrefundable education credit 430
Nonrefundable education credit amount $218,000
Number of returns with retirement savings contribution credit 260
Retirement savings contribution credit amount $41,000
Number of returns with child tax credit 100
Child tax credit amount $33,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 390
Self-employment tax amount $396,000
Number of returns with total tax payments 5,030
Total tax payments amount $8,208,000
Number of returns with earned income credit 1,240
Earned income credit amount [8] $2,229,000
Number of returns with excess earned income credit 1,080
Excess earned income credit (refundable) amount [9] $2,051,000
Number of returns with additional child tax credit 500
Additional child tax credit amount $559,000
Number of returns with refundable education credit 430
Refundable education credit amount $392,000
Number of returns with income tax 2,360
Income tax amount [10] $1,567,000
Number of returns with tax liability 2,700
Total tax liability amount [11] $2,052,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 390
Tax due at time of filing amount [12] $241,000
Number of returns with overpayments refunded 4,740
Overpayments refunded amount [13] $6,349,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $45,000

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

Number of returns 3,180
Number of single returns 1,960
Number of joint returns 560
Number of head of household returns 370
Number of returns with paid preparer's signature 1,400
Number of exemptions 4,840
Number of dependents 1,130
Total number of volunteer prepared returns [5] 70
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
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] 480
Number of elderly returns [4] 750
Adjust gross income (AGI) [5] $114,756,000
Number of returns with total income 3,180
Salaries and wages amount $116,324,000
Number of returns with salaries and wages 2,700
Salaries and wages amount $91,634
Number of returns with taxable interest 640
Taxable interest amount $443
Number of returns with ordinary dividends 490
Ordinary dividends amount $856,000
Number of returns with qualified dividends 460
Qualified dividends amount [6] $515
Number of returns with state and local income tax refunds 280
State and local income tax refunds amount $113
Number of returns with business or professional net income (less loss) 290
Business or professional net income (less loss) amount $1,982,000
Number of returns with net capital gain (less loss) 380
Net capital gain (less loss) amount $706,000
Number of returns with taxable individual retirement arrangements distributions 320
Taxable individual retirement arrangements distributions amount $2,623,000
Number of returns with taxable pensions and annuities 660
Taxable pensions and annuities amount $13,546,000
Number of farm returns 30
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $348,000
Number of returns with taxable Social Security benefits 480
Taxable Social Security benefits amount $2,926,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $243,000
Number of returns with total statutory adjustments 830
Total statutory adjustments amount $1,568,000
Number of returns with educator expenses 80
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 60
Self-employment health insurance deduction amount $206,000
Number of returns with IRA payments 70
IRA payments amount $201,000
Number of returns with student loan interest deduction 520
Student loan interest deduction amount $615,000
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 $71,000
Number of returns with itemized deductions 470
Total itemized deductions amount $6,062,000
Amount of AGI for itemized returns $18,505,000
Number of returns with State and local income taxes 380
State and local income taxes amount $739,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $78,000
Number of returns with real estate taxes 370
Real estate taxes amount $855,000
Number of returns with taxes paid 470
Taxes paid amount $1,689,000
Number of returns with mortgage interest paid 310
Mortgage interest paid amount $1,303,000
Number of returns with contributions 340
Contributions amount $714,000
Number of returns with taxable income 3,110
Taxable income amount $67,515,000
Number of returns with income tax before credits 3,100
Income tax before credits amount $8,455,000
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 $825,000
Number of returns with foreign tax credit 100
Foreign tax credit amount $4,000
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 230
Nonrefundable education credit amount $252,000
Number of returns with retirement savings contribution credit 450
Retirement savings contribution credit amount $74,000
Number of returns with child tax credit 460
Child tax credit amount $448,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $11,000
Number of returns with self-employment tax 220
Self-employment tax amount $468,000
Number of returns with total tax payments 3,120
Total tax payments amount $13,212,000
Number of returns with earned income credit 430
Earned income credit amount [8] $827,000
Number of returns with excess earned income credit 330
Excess earned income credit (refundable) amount [9] $696,000
Number of returns with additional child tax credit 290
Additional child tax credit amount $411,000
Number of returns with refundable education credit 120
Refundable education credit amount $99,000
Number of returns with income tax 2,810
Income tax amount [10] $7,630,000
Number of returns with tax liability 2,880
Total tax liability amount [11] $8,207,000
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] $563,000
Number of returns with overpayments refunded 2,650
Overpayments refunded amount [13] $5,468,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $82,000

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

Number of returns 1,940
Number of single returns 710
Number of joint returns 850
Number of head of household returns 130
Number of returns with paid preparer's signature 1,050
Number of exemptions 3,880
Number of dependents 1,100
Total number of volunteer prepared returns [5] 30
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 30
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 170
Number of elderly returns [4] 670
Adjust gross income (AGI) [5] $119,540,000
Number of returns with total income 1,940
Salaries and wages amount $121,031,000
Number of returns with salaries and wages 1,540
Salaries and wages amount $83,165
Number of returns with taxable interest 660
Taxable interest amount $575
Number of returns with ordinary dividends 520
Ordinary dividends amount $1,347,000
Number of returns with qualified dividends 480
Qualified dividends amount [6] $924
Number of returns with state and local income tax refunds 520
State and local income tax refunds amount $248
Number of returns with business or professional net income (less loss) 320
Business or professional net income (less loss) amount $2,558,000
Number of returns with net capital gain (less loss) 440
Net capital gain (less loss) amount $1,480,000
Number of returns with taxable individual retirement arrangements distributions 300
Taxable individual retirement arrangements distributions amount $4,140,000
Number of returns with taxable pensions and annuities 610
Taxable pensions and annuities amount $20,006,000
Number of farm returns 30
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $216,000
Number of returns with taxable Social Security benefits 440
Taxable Social Security benefits amount $5,657,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $334,000
Number of returns with total statutory adjustments 660
Total statutory adjustments amount $1,491,000
Number of returns with educator expenses 100
Educator expenses amount $23,000
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 $237,000
Number of returns with IRA payments 30
IRA payments amount $142,000
Number of returns with student loan interest deduction 320
Student loan interest deduction amount $381,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $27,000
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $75,000
Number of returns with itemized deductions 720
Total itemized deductions amount $10,595,000
Amount of AGI for itemized returns $45,007,000
Number of returns with State and local income taxes 660
State and local income taxes amount $2,077,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $60,000
Number of returns with real estate taxes 610
Real estate taxes amount $1,588,000
Number of returns with taxes paid 720
Taxes paid amount $3,769,000
Number of returns with mortgage interest paid 520
Mortgage interest paid amount $2,477,000
Number of returns with contributions 550
Contributions amount $1,721,000
Number of returns with taxable income 1,930
Taxable income amount $80,720,000
Number of returns with income tax before credits 1,920
Income tax before credits amount $11,429,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 770
Total tax credits amount $1,034,000
Number of returns with foreign tax credit 160
Foreign tax credit amount $11,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $53,000
Number of returns with nonrefundable education credit 140
Nonrefundable education credit amount $178,000
Number of returns with retirement savings contribution credit 130
Retirement savings contribution credit amount $24,000
Number of returns with child tax credit 460
Child tax credit amount $741,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 250
Self-employment tax amount $551,000
Number of returns with total tax payments 1,920
Total tax payments amount $13,964,000
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 80
Additional child tax credit amount $109,000
Number of returns with refundable education credit 80
Refundable education credit amount $84,000
Number of returns with income tax 1,840
Income tax amount [10] $10,395,000
Number of returns with tax liability 1,860
Total tax liability amount [11] $11,069,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 480
Tax due at time of filing amount [12] $883,000
Number of returns with overpayments refunded 1,410
Overpayments refunded amount [13] $3,647,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $120,000

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

Number of returns 1,350
Number of single returns 260
Number of joint returns 920
Number of head of household returns 70
Number of returns with paid preparer's signature 710
Number of exemptions 3,230
Number of dependents 960
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] 510
Adjust gross income (AGI) [5] $117,278,000
Number of returns with total income 1,350
Salaries and wages amount $118,919,000
Number of returns with salaries and wages 1,110
Salaries and wages amount $82,048
Number of returns with taxable interest 560
Taxable interest amount $657
Number of returns with ordinary dividends 440
Ordinary dividends amount $1,447,000
Number of returns with qualified dividends 410
Qualified dividends amount [6] $974
Number of returns with state and local income tax refunds 500
State and local income tax refunds amount $302
Number of returns with business or professional net income (less loss) 230
Business or professional net income (less loss) amount $2,219,000
Number of returns with net capital gain (less loss) 370
Net capital gain (less loss) amount $1,784,000
Number of returns with taxable individual retirement arrangements distributions 270
Taxable individual retirement arrangements distributions amount $3,754,000
Number of returns with taxable pensions and annuities 460
Taxable pensions and annuities amount $18,623,000
Number of farm returns 40
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $162,000
Number of returns with taxable Social Security benefits 330
Taxable Social Security benefits amount $5,427,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $1,055,000
Number of returns with total statutory adjustments 470
Total statutory adjustments amount $1,641,000
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 40
Self-employment health insurance deduction amount $202,000
Number of returns with IRA payments 50
IRA payments amount $264,000
Number of returns with student loan interest deduction 210
Student loan interest deduction amount $303,000
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 $94,000
Number of returns with itemized deductions 690
Total itemized deductions amount $12,444,000
Amount of AGI for itemized returns $60,515,000
Number of returns with State and local income taxes 640
State and local income taxes amount $2,897,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $62,000
Number of returns with real estate taxes 620
Real estate taxes amount $1,773,000
Number of returns with taxes paid 690
Taxes paid amount $4,770,000
Number of returns with mortgage interest paid 550
Mortgage interest paid amount $2,977,000
Number of returns with contributions 560
Contributions amount $1,898,000
Number of returns with taxable income 1,340
Taxable income amount $83,753,000
Number of returns with income tax before credits 1,340
Income tax before credits amount $12,381,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 620
Total tax credits amount $964,000
Number of returns with foreign tax credit 150
Foreign tax credit amount $9,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $58,000
Number of returns with nonrefundable education credit 140
Nonrefundable education credit amount $166,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 390
Child tax credit amount $688,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $9,000
Number of returns with self-employment tax 170
Self-employment tax amount $523,000
Number of returns with total tax payments 1,330
Total tax payments amount $13,946,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 80
Refundable education credit amount $79,000
Number of returns with income tax 1,330
Income tax amount [10] $11,417,000
Number of returns with tax liability 1,340
Total tax liability amount [11] $12,012,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 390
Tax due at time of filing amount [12] $948,000
Number of returns with overpayments refunded 920
Overpayments refunded amount [13] $2,735,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $136,000

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

Number of returns 1,830
Number of single returns 190
Number of joint returns 1,520
Number of head of household returns 50
Number of returns with paid preparer's signature 1,070
Number of exemptions 4,910
Number of dependents 1,560
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] 730
Adjust gross income (AGI) [5] $243,291,000
Number of returns with total income 1,830
Salaries and wages amount $246,327,000
Number of returns with salaries and wages 1,510
Salaries and wages amount $160,952
Number of returns with taxable interest 1,010
Taxable interest amount $1,327
Number of returns with ordinary dividends 870
Ordinary dividends amount $4,414,000
Number of returns with qualified dividends 830
Qualified dividends amount [6] $3,301
Number of returns with state and local income tax refunds 1,040
State and local income tax refunds amount $854
Number of returns with business or professional net income (less loss) 390
Business or professional net income (less loss) amount $7,080,000
Number of returns with net capital gain (less loss) 760
Net capital gain (less loss) amount $7,118,000
Number of returns with taxable individual retirement arrangements distributions 420
Taxable individual retirement arrangements distributions amount $9,475,000
Number of returns with taxable pensions and annuities 670
Taxable pensions and annuities amount $38,701,000
Number of farm returns 70
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $233,000
Number of returns with taxable Social Security benefits 450
Taxable Social Security benefits amount $7,052,000
Number of returns with partnership/S-corp net income (less loss) 240
Partnership/S-corp net income (less loss) amount $5,594,000
Number of returns with total statutory adjustments 740
Total statutory adjustments amount $3,036,000
Number of returns with educator expenses 150
Educator expenses amount $40,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $451,000
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $514,000
Number of returns with IRA payments 60
IRA payments amount $338,000
Number of returns with student loan interest deduction 240
Student loan interest deduction amount $289,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $92,000
Returns with domestic production activities deduction 60
Domestic production activities deduction amount $292,000
Number of returns with itemized deductions 1,380
Total itemized deductions amount $31,050,000
Amount of AGI for itemized returns $186,277,000
Number of returns with State and local income taxes 1,330
State and local income taxes amount $9,550,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $84,000
Number of returns with real estate taxes 1,310
Real estate taxes amount $4,604,000
Number of returns with taxes paid 1,380
Taxes paid amount $14,330,000
Number of returns with mortgage interest paid 1,090
Mortgage interest paid amount $6,516,000
Number of returns with contributions 1,180
Contributions amount $5,798,000
Number of returns with taxable income 1,830
Taxable income amount $186,354,000
Number of returns with income tax before credits 1,830
Income tax before credits amount $31,621,000
Number of returns with alternative minimum tax 60
Alternative minimum tax amount $103,000
Number of returns with total tax credits 900
Total tax credits amount $1,133,000
Number of returns with foreign tax credit 350
Foreign tax credit amount $46,000
Number of returns with child and dependent care credit 170
Child and dependent care credit amount $93,000
Number of returns with nonrefundable education credit 190
Nonrefundable education credit amount $290,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 400
Child tax credit amount $606,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $17,000
Number of returns with self-employment tax 320
Self-employment tax amount $1,238,000
Number of returns with total tax payments 1,830
Total tax payments amount $34,353,000
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 170
Refundable education credit amount $173,000
Number of returns with income tax 1,830
Income tax amount [10] $30,488,000
Number of returns with tax liability 1,830
Total tax liability amount [11] $31,859,000
Number of returns with net investment income tax 20
Net investment income tax $17,000
Number of returns with tax due at time of filing 630
Tax due at time of filing amount [12] $2,849,000
Number of returns with overpayments refunded 1,100
Overpayments refunded amount [13] $4,483,000
Number of returns with credit to next year’s estimated tax 130
Credited to next year’s estimated tax amount $813,000

Adjusted Gross Income: $200,000 or more

Number of returns 410
Number of single returns 50
Number of joint returns 360
Number of head of household returns 0
Number of returns with paid preparer's signature 320
Number of exemptions 1,080
Number of dependents 310
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 0
Number of elderly returns [4] 220
Adjust gross income (AGI) [5] $148,976,000
Number of returns with total income 410
Salaries and wages amount $152,408,000
Number of returns with salaries and wages 320
Salaries and wages amount $69,381
Number of returns with taxable interest 330
Taxable interest amount $1,602
Number of returns with ordinary dividends 310
Ordinary dividends amount $7,878,000
Number of returns with qualified dividends 300
Qualified dividends amount [6] $6,367
Number of returns with state and local income tax refunds 260
State and local income tax refunds amount $871
Number of returns with business or professional net income (less loss) 110
Business or professional net income (less loss) amount $6,580,000
Number of returns with net capital gain (less loss) 300
Net capital gain (less loss) amount $12,029,000
Number of returns with taxable individual retirement arrangements distributions 130
Taxable individual retirement arrangements distributions amount $5,564,000
Number of returns with taxable pensions and annuities 150
Taxable pensions and annuities amount $11,241,000
Number of farm returns 20
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 120
Taxable Social Security benefits amount $2,912,000
Number of returns with partnership/S-corp net income (less loss) 190
Partnership/S-corp net income (less loss) amount $28,664,000
Number of returns with total statutory adjustments 180
Total statutory adjustments amount $3,432,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $642,000
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $721,000
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 40
Domestic production activities deduction amount $740,000
Number of returns with itemized deductions 380
Total itemized deductions amount $17,044,000
Amount of AGI for itemized returns $140,728,000
Number of returns with State and local income taxes 370
State and local income taxes amount $7,396,000
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 360
Real estate taxes amount $2,327,000
Number of returns with taxes paid 380
Taxes paid amount $9,845,000
Number of returns with mortgage interest paid 250
Mortgage interest paid amount $2,189,000
Number of returns with contributions 360
Contributions amount $4,859,000
Number of returns with taxable income 410
Taxable income amount $128,279,000
Number of returns with income tax before credits 410
Income tax before credits amount $32,730,000
Number of returns with alternative minimum tax 200
Alternative minimum tax amount $997,000
Number of returns with total tax credits 200
Total tax credits amount $379,000
Number of returns with foreign tax credit 170
Foreign tax credit amount $155,000
Number of returns with child and dependent care credit 20
Child and dependent care credit amount $13,000
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 120
Self-employment tax amount $849,000
Number of returns with total tax payments 410
Total tax payments amount $33,761,000
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 410
Income tax amount [10] $32,351,000
Number of returns with tax liability 410
Total tax liability amount [11] $33,940,000
Number of returns with net investment income tax 220
Net investment income tax $485,000
Number of returns with tax due at time of filing 210
Tax due at time of filing amount [12] $3,996,000
Number of returns with overpayments refunded 130
Overpayments refunded amount [13] $1,536,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $2,232,000

[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.