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ZIP Code Database - Facts & Stats

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ZIP Code 44116 Income Tax Stats

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

ZIP Code 44116 Data

Zip Code:44116
City:Rocky River
State:OH [Ohio]
Counties: CUYAHOGA, OH
City Alias(es):Rocky River
Area Code:440 / 216
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


44116 Income Tax Overview

Total Number of Tax Returns for ZIP Code 44116 [1] 11,620
Total Number of Single Tax Returns for ZIP Code 44116 3,190
Total Number of Joint Tax Returns for ZIP Code 44116 4,090
Total Number of Dependents for ZIP Code 44116 5,500
Total Adjusted Gross Income for ZIP Code 44116 $1,397,319,000
Average Income per Person for ZIP Code 44116 $68,942
Average Income per Household for ZIP Code 44116 $120,251

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 2,990
Number of single returns 2,520
Number of joint returns 250
Number of head of household returns 170
Number of returns with paid preparer's signature 1,490
Number of exemptions 2,660
Number of dependents 430
Total number of volunteer prepared returns [5] 130
Number of volunteer income tax assistance (VITA) prepared returns [3] 20
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] 160
Number of elderly returns [4] 860
Adjust gross income (AGI) [5] $31,712,000
Number of returns with total income 2,990
Salaries and wages amount $32,494,000
Number of returns with salaries and wages 2,110
Salaries and wages amount $20,085
Number of returns with taxable interest 700
Taxable interest amount $513
Number of returns with ordinary dividends 600
Ordinary dividends amount $1,345,000
Number of returns with qualified dividends 540
Qualified dividends amount [6] $916
Number of returns with state and local income tax refunds 70
State and local income tax refunds amount $31
Number of returns with business or professional net income (less loss) 360
Business or professional net income (less loss) amount $2,465,000
Number of returns with net capital gain (less loss) 520
Net capital gain (less loss) amount $505,000
Number of returns with taxable individual retirement arrangements distributions 390
Taxable individual retirement arrangements distributions amount $2,487,000
Number of returns with taxable pensions and annuities 530
Taxable pensions and annuities amount $4,325,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $201,000
Number of returns with taxable Social Security benefits 240
Taxable Social Security benefits amount $440,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount ($56,000)
Number of returns with total statutory adjustments 470
Total statutory adjustments amount $782,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $202,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 120
Student loan interest deduction amount $117,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $84,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 260
Total itemized deductions amount $4,126,000
Amount of AGI for itemized returns $3,830,000
Number of returns with State and local income taxes 80
State and local income taxes amount $152,000
Number of returns with State and local general sales tax 130
State and local general sales tax amount $77,000
Number of returns with real estate taxes 180
Real estate taxes amount $888,000
Number of returns with taxes paid 240
Taxes paid amount $1,139,000
Number of returns with mortgage interest paid 110
Mortgage interest paid amount $436,000
Number of returns with contributions 180
Contributions amount $307,000
Number of returns with taxable income 1,300
Taxable income amount $7,697,000
Number of returns with income tax before credits 1,210
Income tax before credits amount $793,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 290
Total tax credits amount $85,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 90
Nonrefundable education credit amount $48,000
Number of returns with retirement savings contribution credit 110
Retirement savings contribution credit amount $18,000
Number of returns with child tax credit 30
Child tax credit amount $11,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $5,000
Number of returns with self-employment tax 310
Self-employment tax amount $389,000
Number of returns with total tax payments 2,510
Total tax payments amount $3,493,000
Number of returns with earned income credit 530
Earned income credit amount [8] $963,000
Number of returns with excess earned income credit 420
Excess earned income credit (refundable) amount [9] $812,000
Number of returns with additional child tax credit 180
Additional child tax credit amount $215,000
Number of returns with refundable education credit 100
Refundable education credit amount $90,000
Number of returns with income tax 1,080
Income tax amount [10] $707,000
Number of returns with tax liability 1,340
Total tax liability amount [11] $1,134,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 350
Tax due at time of filing amount [12] $279,000
Number of returns with overpayments refunded 2,260
Overpayments refunded amount [13] $2,583,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $42,000

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

Number of returns 2,200
Number of single returns 1,490
Number of joint returns 350
Number of head of household returns 210
Number of returns with paid preparer's signature 1,170
Number of exemptions 3,100
Number of dependents 580
Total number of volunteer prepared returns [5] 80
Number of volunteer income tax assistance (VITA) prepared returns [3] 20
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] 170
Number of elderly returns [4] 780
Adjust gross income (AGI) [5] $82,105,000
Number of returns with total income 2,200
Salaries and wages amount $83,664,000
Number of returns with salaries and wages 1,670
Salaries and wages amount $57,050
Number of returns with taxable interest 740
Taxable interest amount $708
Number of returns with ordinary dividends 560
Ordinary dividends amount $2,057,000
Number of returns with qualified dividends 530
Qualified dividends amount [6] $1,521
Number of returns with state and local income tax refunds 230
State and local income tax refunds amount $114
Number of returns with business or professional net income (less loss) 280
Business or professional net income (less loss) amount $2,982,000
Number of returns with net capital gain (less loss) 460
Net capital gain (less loss) amount $1,204,000
Number of returns with taxable individual retirement arrangements distributions 370
Taxable individual retirement arrangements distributions amount $4,161,000
Number of returns with taxable pensions and annuities 570
Taxable pensions and annuities amount $10,750,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $306,000
Number of returns with taxable Social Security benefits 550
Taxable Social Security benefits amount $3,995,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $260,000
Number of returns with total statutory adjustments 640
Total statutory adjustments amount $1,559,000
Number of returns with educator expenses 70
Educator expenses amount $17,000
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 $302,000
Number of returns with IRA payments 80
IRA payments amount $321,000
Number of returns with student loan interest deduction 340
Student loan interest deduction amount $450,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $50,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 490
Total itemized deductions amount $7,718,000
Amount of AGI for itemized returns $19,016,000
Number of returns with State and local income taxes 310
State and local income taxes amount $631,000
Number of returns with State and local general sales tax 160
State and local general sales tax amount $153,000
Number of returns with real estate taxes 390
Real estate taxes amount $1,899,000
Number of returns with taxes paid 490
Taxes paid amount $2,719,000
Number of returns with mortgage interest paid 260
Mortgage interest paid amount $1,009,000
Number of returns with contributions 370
Contributions amount $844,000
Number of returns with taxable income 2,130
Taxable income amount $48,872,000
Number of returns with income tax before credits 2,100
Income tax before credits amount $6,038,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 640
Total tax credits amount $458,000
Number of returns with foreign tax credit 140
Foreign tax credit amount $6,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $18,000
Number of returns with nonrefundable education credit 150
Nonrefundable education credit amount $173,000
Number of returns with retirement savings contribution credit 210
Retirement savings contribution credit amount $43,000
Number of returns with child tax credit 200
Child tax credit amount $208,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 210
Self-employment tax amount $521,000
Number of returns with total tax payments 2,120
Total tax payments amount $8,951,000
Number of returns with earned income credit 210
Earned income credit amount [8] $421,000
Number of returns with excess earned income credit 150
Excess earned income credit (refundable) amount [9] $309,000
Number of returns with additional child tax credit 130
Additional child tax credit amount $173,000
Number of returns with refundable education credit 80
Refundable education credit amount $80,000
Number of returns with income tax 1,960
Income tax amount [10] $5,580,000
Number of returns with tax liability 2,010
Total tax liability amount [11] $6,143,000
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] $599,000
Number of returns with overpayments refunded 1,700
Overpayments refunded amount [13] $3,269,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $111,000

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

Number of returns 1,700
Number of single returns 940
Number of joint returns 380
Number of head of household returns 160
Number of returns with paid preparer's signature 1,030
Number of exemptions 2,670
Number of dependents 600
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] 90
Number of elderly returns [4] 700
Adjust gross income (AGI) [5] $105,124,000
Number of returns with total income 1,700
Salaries and wages amount $106,658,000
Number of returns with salaries and wages 1,270
Salaries and wages amount $69,916
Number of returns with taxable interest 730
Taxable interest amount $769
Number of returns with ordinary dividends 580
Ordinary dividends amount $2,689,000
Number of returns with qualified dividends 540
Qualified dividends amount [6] $2,028
Number of returns with state and local income tax refunds 520
State and local income tax refunds amount $283
Number of returns with business or professional net income (less loss) 200
Business or professional net income (less loss) amount $2,425,000
Number of returns with net capital gain (less loss) 500
Net capital gain (less loss) amount $2,210,000
Number of returns with taxable individual retirement arrangements distributions 360
Taxable individual retirement arrangements distributions amount $5,157,000
Number of returns with taxable pensions and annuities 500
Taxable pensions and annuities amount $14,453,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $238,000
Number of returns with taxable Social Security benefits 470
Taxable Social Security benefits amount $6,821,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $1,051,000
Number of returns with total statutory adjustments 500
Total statutory adjustments amount $1,534,000
Number of returns with educator expenses 60
Educator expenses amount $14,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $359,000
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $303,000
Number of returns with IRA payments 50
IRA payments amount $273,000
Number of returns with student loan interest deduction 230
Student loan interest deduction amount $278,000
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 $77,000
Number of returns with itemized deductions 820
Total itemized deductions amount $13,083,000
Amount of AGI for itemized returns $51,441,000
Number of returns with State and local income taxes 700
State and local income taxes amount $2,161,000
Number of returns with State and local general sales tax 100
State and local general sales tax amount $108,000
Number of returns with real estate taxes 690
Real estate taxes amount $3,425,000
Number of returns with taxes paid 820
Taxes paid amount $5,760,000
Number of returns with mortgage interest paid 520
Mortgage interest paid amount $2,278,000
Number of returns with contributions 650
Contributions amount $1,274,000
Number of returns with taxable income 1,680
Taxable income amount $73,963,000
Number of returns with income tax before credits 1,680
Income tax before credits amount $10,792,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 550
Total tax credits amount $578,000
Number of returns with foreign tax credit 190
Foreign tax credit amount $13,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $22,000
Number of returns with nonrefundable education credit 100
Nonrefundable education credit amount $127,000
Number of returns with retirement savings contribution credit 60
Retirement savings contribution credit amount $12,000
Number of returns with child tax credit 270
Child tax credit amount $364,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $9,000
Number of returns with self-employment tax 170
Self-employment tax amount $432,000
Number of returns with total tax payments 1,670
Total tax payments amount $12,863,000
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 $48,000
Number of returns with refundable education credit 60
Refundable education credit amount $59,000
Number of returns with income tax 1,640
Income tax amount [10] $10,215,000
Number of returns with tax liability 1,650
Total tax liability amount [11] $10,687,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 490
Tax due at time of filing amount [12] $908,000
Number of returns with overpayments refunded 1,140
Overpayments refunded amount [13] $2,873,000
Number of returns with credit to next year’s estimated tax 90
Credited to next year’s estimated tax amount $194,000

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

Number of returns 1,170
Number of single returns 470
Number of joint returns 490
Number of head of household returns 70
Number of returns with paid preparer's signature 700
Number of exemptions 2,250
Number of dependents 600
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] 50
Number of elderly returns [4] 470
Adjust gross income (AGI) [5] $101,493,000
Number of returns with total income 1,170
Salaries and wages amount $102,788,000
Number of returns with salaries and wages 900
Salaries and wages amount $65,628
Number of returns with taxable interest 610
Taxable interest amount $851
Number of returns with ordinary dividends 530
Ordinary dividends amount $3,236,000
Number of returns with qualified dividends 500
Qualified dividends amount [6] $2,454
Number of returns with state and local income tax refunds 540
State and local income tax refunds amount $349
Number of returns with business or professional net income (less loss) 170
Business or professional net income (less loss) amount $2,327,000
Number of returns with net capital gain (less loss) 480
Net capital gain (less loss) amount $2,625,000
Number of returns with taxable individual retirement arrangements distributions 290
Taxable individual retirement arrangements distributions amount $5,525,000
Number of returns with taxable pensions and annuities 390
Taxable pensions and annuities amount $14,040,000
Number of farm returns 0
Number of returns with unemployment compensation 20
Unemployment compensation amount [7] $128,000
Number of returns with taxable Social Security benefits 320
Taxable Social Security benefits amount $5,716,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $2,314,000
Number of returns with total statutory adjustments 340
Total statutory adjustments amount $1,295,000
Number of returns with educator expenses 70
Educator expenses amount $17,000
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 $336,000
Number of returns with IRA payments 30
IRA payments amount $170,000
Number of returns with student loan interest deduction 110
Student loan interest deduction amount $132,000
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 770
Total itemized deductions amount $14,568,000
Amount of AGI for itemized returns $67,126,000
Number of returns with State and local income taxes 710
State and local income taxes amount $3,079,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $123,000
Number of returns with real estate taxes 690
Real estate taxes amount $3,923,000
Number of returns with taxes paid 770
Taxes paid amount $7,192,000
Number of returns with mortgage interest paid 540
Mortgage interest paid amount $2,727,000
Number of returns with contributions 650
Contributions amount $1,843,000
Number of returns with taxable income 1,170
Taxable income amount $73,724,000
Number of returns with income tax before credits 1,160
Income tax before credits amount $11,637,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 470
Total tax credits amount $585,000
Number of returns with foreign tax credit 200
Foreign tax credit amount $20,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $20,000
Number of returns with nonrefundable education credit 80
Nonrefundable education credit amount $123,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 220
Child tax credit amount $357,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 130
Self-employment tax amount $433,000
Number of returns with total tax payments 1,160
Total tax payments amount $13,404,000
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 60
Refundable education credit amount $68,000
Number of returns with income tax 1,150
Income tax amount [10] $11,052,000
Number of returns with tax liability 1,150
Total tax liability amount [11] $11,542,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 340
Tax due at time of filing amount [12] $905,000
Number of returns with overpayments refunded 760
Overpayments refunded amount [13] $2,466,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $293,000

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

Number of returns 2,290
Number of single returns 460
Number of joint returns 1,570
Number of head of household returns 100
Number of returns with paid preparer's signature 1,410
Number of exemptions 5,710
Number of dependents 1,860
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] 90
Number of elderly returns [4] 830
Adjust gross income (AGI) [5] $314,563,000
Number of returns with total income 2,290
Salaries and wages amount $319,369,000
Number of returns with salaries and wages 1,890
Salaries and wages amount $216,444
Number of returns with taxable interest 1,410
Taxable interest amount $2,327
Number of returns with ordinary dividends 1,210
Ordinary dividends amount $10,503,000
Number of returns with qualified dividends 1,160
Qualified dividends amount [6] $8,269
Number of returns with state and local income tax refunds 1,350
State and local income tax refunds amount $1,221
Number of returns with business or professional net income (less loss) 460
Business or professional net income (less loss) amount $10,766,000
Number of returns with net capital gain (less loss) 1,080
Net capital gain (less loss) amount $11,246,000
Number of returns with taxable individual retirement arrangements distributions 550
Taxable individual retirement arrangements distributions amount $16,991,000
Number of returns with taxable pensions and annuities 640
Taxable pensions and annuities amount $25,847,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $341,000
Number of returns with taxable Social Security benefits 550
Taxable Social Security benefits amount $12,364,000
Number of returns with partnership/S-corp net income (less loss) 330
Partnership/S-corp net income (less loss) amount $7,352,000
Number of returns with total statutory adjustments 870
Total statutory adjustments amount $4,806,000
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 $898,000
Number of returns with self-employment health insurance deduction 110
Self-employment health insurance deduction amount $990,000
Number of returns with IRA payments 90
IRA payments amount $575,000
Number of returns with student loan interest deduction 280
Student loan interest deduction amount $345,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $71,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 2,020
Total itemized deductions amount $50,279,000
Amount of AGI for itemized returns $281,809,000
Number of returns with State and local income taxes 1,920
State and local income taxes amount $14,124,000
Number of returns with State and local general sales tax 100
State and local general sales tax amount $201,000
Number of returns with real estate taxes 1,880
Real estate taxes amount $13,450,000
Number of returns with taxes paid 2,020
Taxes paid amount $27,954,000
Number of returns with mortgage interest paid 1,520
Mortgage interest paid amount $9,461,000
Number of returns with contributions 1,770
Contributions amount $6,050,000
Number of returns with taxable income 2,280
Taxable income amount $238,131,000
Number of returns with income tax before credits 2,280
Income tax before credits amount $41,896,000
Number of returns with alternative minimum tax 190
Alternative minimum tax amount $324,000
Number of returns with total tax credits 1,040
Total tax credits amount $1,034,000
Number of returns with foreign tax credit 510
Foreign tax credit amount $90,000
Number of returns with child and dependent care credit 160
Child and dependent care credit amount $78,000
Number of returns with nonrefundable education credit 170
Nonrefundable education credit amount $264,000
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 $471,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $11,000
Number of returns with self-employment tax 400
Self-employment tax amount $1,712,000
Number of returns with total tax payments 2,270
Total tax payments amount $45,991,000
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 140
Refundable education credit amount $153,000
Number of returns with income tax 2,280
Income tax amount [10] $40,862,000
Number of returns with tax liability 2,280
Total tax liability amount [11] $42,772,000
Number of returns with net investment income tax 40
Net investment income tax $7,000
Number of returns with tax due at time of filing 810
Tax due at time of filing amount [12] $3,661,000
Number of returns with overpayments refunded 1,320
Overpayments refunded amount [13] $5,704,000
Number of returns with credit to next year’s estimated tax 200
Credited to next year’s estimated tax amount $1,115,000

Adjusted Gross Income: $200,000 or more

Number of returns 1,270
Number of single returns 150
Number of joint returns 1,050
Number of head of household returns 30
Number of returns with paid preparer's signature 970
Number of exemptions 3,740
Number of dependents 1,430
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] 380
Adjust gross income (AGI) [5] $762,322,000
Number of returns with total income 1,270
Salaries and wages amount $773,875,000
Number of returns with salaries and wages 1,110
Salaries and wages amount $331,592
Number of returns with taxable interest 1,020
Taxable interest amount $9,455
Number of returns with ordinary dividends 950
Ordinary dividends amount $44,914,000
Number of returns with qualified dividends 910
Qualified dividends amount [6] $35,823
Number of returns with state and local income tax refunds 680
State and local income tax refunds amount $3,196
Number of returns with business or professional net income (less loss) 300
Business or professional net income (less loss) amount $17,694,000
Number of returns with net capital gain (less loss) 920
Net capital gain (less loss) amount $217,034,000
Number of returns with taxable individual retirement arrangements distributions 250
Taxable individual retirement arrangements distributions amount $11,917,000
Number of returns with taxable pensions and annuities 240
Taxable pensions and annuities amount $11,277,000
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 230
Taxable Social Security benefits amount $6,188,000
Number of returns with partnership/S-corp net income (less loss) 520
Partnership/S-corp net income (less loss) amount $110,834,000
Number of returns with total statutory adjustments 520
Total statutory adjustments amount $11,553,000
Number of returns with educator expenses 40
Educator expenses amount $9,000
Number of returns with self-employment retirement plans 110
Self-employment retirement plans amount $3,548,000
Number of returns with self-employment health insurance deduction 180
Self-employment health insurance deduction amount $2,623,000
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 60
Domestic production activities deduction amount $1,940,000
Number of returns with itemized deductions 1,250
Total itemized deductions amount $86,796,000
Amount of AGI for itemized returns $753,971,000
Number of returns with State and local income taxes 1,240
State and local income taxes amount $38,451,000
Number of returns with State and local general sales tax 0
State and local general sales tax amount $0
Number of returns with real estate taxes 1,190
Real estate taxes amount $17,511,000
Number of returns with taxes paid 1,250
Taxes paid amount $56,187,000
Number of returns with mortgage interest paid 930
Mortgage interest paid amount $9,437,000
Number of returns with contributions 1,170
Contributions amount $19,204,000
Number of returns with taxable income 1,270
Taxable income amount $663,446,000
Number of returns with income tax before credits 1,270
Income tax before credits amount $175,388,000
Number of returns with alternative minimum tax 860
Alternative minimum tax amount $7,589,000
Number of returns with total tax credits 650
Total tax credits amount $4,204,000
Number of returns with foreign tax credit 540
Foreign tax credit amount $2,571,000
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $63,000
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $6,000
Number of returns with self-employment tax 340
Self-employment tax amount $3,205,000
Number of returns with total tax payments 1,260
Total tax payments amount $190,711,000
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 1,270
Income tax amount [10] $171,184,000
Number of returns with tax liability 1,270
Total tax liability amount [11] $180,699,000
Number of returns with net investment income tax 800
Net investment income tax $4,660,000
Number of returns with tax due at time of filing 610
Tax due at time of filing amount [12] $14,804,000
Number of returns with overpayments refunded 420
Overpayments refunded amount [13] $5,067,000
Number of returns with credit to next year’s estimated tax 290
Credited to next year’s estimated tax amount $16,759,000

[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.