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ZIP Code Database - Facts & Stats

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ZIP Code 44514 Income Tax Stats

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

ZIP Code 44514 Data

Zip Code:44514
City:Youngstown
State:OH [Ohio]
Counties: MAHONING, OH
City Alias(es):Youngstown
Area Code:330
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





44514 Income Tax Overview

Total Number of Tax Returns for ZIP Code 44514 [1] 11,940
Total Number of Single Tax Returns for ZIP Code 44514 4,220
Total Number of Joint Tax Returns for ZIP Code 44514 4,670
Total Number of Dependents for ZIP Code 44514 5,380
Total Adjusted Gross Income for ZIP Code 44514 $868,392,000
Average Income per Person for ZIP Code 44514 $38,643
Average Income per Household for ZIP Code 44514 $72,730

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 3,740
Number of single returns 2,890
Number of joint returns 460
Number of head of household returns 310
Number of returns with paid preparer's signature 2,000
Number of exemptions 3,900
Number of dependents 710
Total number of volunteer prepared returns [5] 120
Number of volunteer income tax assistance (VITA) prepared returns [3] 40
Number of tax counseling for the elderly (TCE) prepared returns [3] 80
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 280
Number of elderly returns [4] 1,150
Adjust gross income (AGI) [5] $43,866,000
Number of returns with total income 3,740
Salaries and wages amount $44,748,000
Number of returns with salaries and wages 2,700
Salaries and wages amount $29,241
Number of returns with taxable interest 800
Taxable interest amount $484
Number of returns with ordinary dividends 700
Ordinary dividends amount $1,026,000
Number of returns with qualified dividends 650
Qualified dividends amount [6] $677
Number of returns with state and local income tax refunds 50
State and local income tax refunds amount $23
Number of returns with business or professional net income (less loss) 440
Business or professional net income (less loss) amount $2,719,000
Number of returns with net capital gain (less loss) 550
Net capital gain (less loss) amount $393,000
Number of returns with taxable individual retirement arrangements distributions 460
Taxable individual retirement arrangements distributions amount $2,529,000
Number of returns with taxable pensions and annuities 830
Taxable pensions and annuities amount $7,763,000
Number of farm returns 20
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $334,000
Number of returns with taxable Social Security benefits 310
Taxable Social Security benefits amount $582,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount ($176,000)
Number of returns with total statutory adjustments 580
Total statutory adjustments amount $882,000
Number of returns with educator expenses 20
Educator expenses amount $6,000
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 $183,000
Number of returns with IRA payments 30
IRA payments amount $96,000
Number of returns with student loan interest deduction 150
Student loan interest deduction amount $136,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $119,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 180
Total itemized deductions amount $2,730,000
Amount of AGI for itemized returns $2,648,000
Number of returns with State and local income taxes 50
State and local income taxes amount $59,000
Number of returns with State and local general sales tax 110
State and local general sales tax amount $65,000
Number of returns with real estate taxes 120
Real estate taxes amount $371,000
Number of returns with taxes paid 170
Taxes paid amount $511,000
Number of returns with mortgage interest paid 80
Mortgage interest paid amount $338,000
Number of returns with contributions 120
Contributions amount $256,000
Number of returns with taxable income 1,830
Taxable income amount $10,446,000
Number of returns with income tax before credits 1,760
Income tax before credits amount $1,079,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 380
Total tax credits amount $119,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 110
Nonrefundable education credit amount $65,000
Number of returns with retirement savings contribution credit 170
Retirement savings contribution credit amount $32,000
Number of returns with child tax credit 50
Child tax credit amount $16,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 370
Self-employment tax amount $435,000
Number of returns with total tax payments 3,310
Total tax payments amount $5,384,000
Number of returns with earned income credit 790
Earned income credit amount [8] $1,542,000
Number of returns with excess earned income credit 650
Excess earned income credit (refundable) amount [9] $1,315,000
Number of returns with additional child tax credit 310
Additional child tax credit amount $340,000
Number of returns with refundable education credit 140
Refundable education credit amount $118,000
Number of returns with income tax 1,580
Income tax amount [10] $958,000
Number of returns with tax liability 1,900
Total tax liability amount [11] $1,444,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 350
Tax due at time of filing amount [12] $218,000
Number of returns with overpayments refunded 3,060
Overpayments refunded amount [13] $4,105,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $42,000

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

Number of returns 2,730
Number of single returns 1,440
Number of joint returns 690
Number of head of household returns 270
Number of returns with paid preparer's signature 1,650
Number of exemptions 4,220
Number of dependents 830
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] 180
Number of elderly returns [4] 1,000
Adjust gross income (AGI) [5] $101,426,000
Number of returns with total income 2,730
Salaries and wages amount $102,983,000
Number of returns with salaries and wages 2,070
Salaries and wages amount $68,334
Number of returns with taxable interest 830
Taxable interest amount $744
Number of returns with ordinary dividends 640
Ordinary dividends amount $1,618,000
Number of returns with qualified dividends 610
Qualified dividends amount [6] $1,216
Number of returns with state and local income tax refunds 220
State and local income tax refunds amount $83
Number of returns with business or professional net income (less loss) 310
Business or professional net income (less loss) amount $2,527,000
Number of returns with net capital gain (less loss) 470
Net capital gain (less loss) amount $1,095,000
Number of returns with taxable individual retirement arrangements distributions 460
Taxable individual retirement arrangements distributions amount $4,328,000
Number of returns with taxable pensions and annuities 860
Taxable pensions and annuities amount $16,779,000
Number of farm returns 0
Number of returns with unemployment compensation 110
Unemployment compensation amount [7] $578,000
Number of returns with taxable Social Security benefits 760
Taxable Social Security benefits amount $5,342,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $933,000
Number of returns with total statutory adjustments 670
Total statutory adjustments amount $1,557,000
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 50
Self-employment health insurance deduction amount $251,000
Number of returns with IRA payments 80
IRA payments amount $379,000
Number of returns with student loan interest deduction 330
Student loan interest deduction amount $383,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $63,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 410
Total itemized deductions amount $6,478,000
Amount of AGI for itemized returns $15,976,000
Number of returns with State and local income taxes 280
State and local income taxes amount $416,000
Number of returns with State and local general sales tax 120
State and local general sales tax amount $104,000
Number of returns with real estate taxes 320
Real estate taxes amount $855,000
Number of returns with taxes paid 410
Taxes paid amount $1,387,000
Number of returns with mortgage interest paid 240
Mortgage interest paid amount $1,029,000
Number of returns with contributions 300
Contributions amount $763,000
Number of returns with taxable income 2,670
Taxable income amount $58,315,000
Number of returns with income tax before credits 2,630
Income tax before credits amount $7,194,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 850
Total tax credits amount $629,000
Number of returns with foreign tax credit 130
Foreign tax credit amount $7,000
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 180
Nonrefundable education credit amount $201,000
Number of returns with retirement savings contribution credit 320
Retirement savings contribution credit amount $66,000
Number of returns with child tax credit 320
Child tax credit amount $328,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $6,000
Number of returns with self-employment tax 230
Self-employment tax amount $523,000
Number of returns with total tax payments 2,640
Total tax payments amount $11,041,000
Number of returns with earned income credit 320
Earned income credit amount [8] $587,000
Number of returns with excess earned income credit 230
Excess earned income credit (refundable) amount [9] $437,000
Number of returns with additional child tax credit 170
Additional child tax credit amount $210,000
Number of returns with refundable education credit 100
Refundable education credit amount $86,000
Number of returns with income tax 2,430
Income tax amount [10] $6,565,000
Number of returns with tax liability 2,500
Total tax liability amount [11] $7,173,000
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] $608,000
Number of returns with overpayments refunded 2,180
Overpayments refunded amount [13] $4,377,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $84,000

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

Number of returns 1,950
Number of single returns 700
Number of joint returns 820
Number of head of household returns 160
Number of returns with paid preparer's signature 1,280
Number of exemptions 3,790
Number of dependents 1,020
Total number of volunteer prepared returns [5] 20
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 20
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 130
Number of elderly returns [4] 810
Adjust gross income (AGI) [5] $119,430,000
Number of returns with total income 1,950
Salaries and wages amount $120,888,000
Number of returns with salaries and wages 1,560
Salaries and wages amount $80,990
Number of returns with taxable interest 790
Taxable interest amount $737
Number of returns with ordinary dividends 640
Ordinary dividends amount $1,839,000
Number of returns with qualified dividends 610
Qualified dividends amount [6] $1,324
Number of returns with state and local income tax refunds 410
State and local income tax refunds amount $194
Number of returns with business or professional net income (less loss) 270
Business or professional net income (less loss) amount $2,384,000
Number of returns with net capital gain (less loss) 460
Net capital gain (less loss) amount $1,561,000
Number of returns with taxable individual retirement arrangements distributions 380
Taxable individual retirement arrangements distributions amount $4,375,000
Number of returns with taxable pensions and annuities 660
Taxable pensions and annuities amount $18,400,000
Number of farm returns 0
Number of returns with unemployment compensation 110
Unemployment compensation amount [7] $533,000
Number of returns with taxable Social Security benefits 560
Taxable Social Security benefits amount $8,180,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $836,000
Number of returns with total statutory adjustments 570
Total statutory adjustments amount $1,458,000
Number of returns with educator expenses 110
Educator expenses amount $26,000
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 $226,000
Number of returns with IRA payments 60
IRA payments amount $315,000
Number of returns with student loan interest deduction 240
Student loan interest deduction amount $305,000
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 660
Total itemized deductions amount $10,160,000
Amount of AGI for itemized returns $40,278,000
Number of returns with State and local income taxes 560
State and local income taxes amount $1,350,000
Number of returns with State and local general sales tax 90
State and local general sales tax amount $127,000
Number of returns with real estate taxes 560
Real estate taxes amount $1,605,000
Number of returns with taxes paid 660
Taxes paid amount $3,107,000
Number of returns with mortgage interest paid 480
Mortgage interest paid amount $2,010,000
Number of returns with contributions 500
Contributions amount $1,184,000
Number of returns with taxable income 1,940
Taxable income amount $80,880,000
Number of returns with income tax before credits 1,930
Income tax before credits amount $11,392,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 740
Total tax credits amount $907,000
Number of returns with foreign tax credit 180
Foreign tax credit amount $9,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $17,000
Number of returns with nonrefundable education credit 160
Nonrefundable education credit amount $245,000
Number of returns with retirement savings contribution credit 130
Retirement savings contribution credit amount $23,000
Number of returns with child tax credit 390
Child tax credit amount $599,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $8,000
Number of returns with self-employment tax 210
Self-employment tax amount $451,000
Number of returns with total tax payments 1,930
Total tax payments amount $13,976,000
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 70
Additional child tax credit amount $90,000
Number of returns with refundable education credit 110
Refundable education credit amount $124,000
Number of returns with income tax 1,870
Income tax amount [10] $10,485,000
Number of returns with tax liability 1,890
Total tax liability amount [11] $11,029,000
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] $905,000
Number of returns with overpayments refunded 1,430
Overpayments refunded amount [13] $3,758,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $65,000

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

Number of returns 1,250
Number of single returns 260
Number of joint returns 850
Number of head of household returns 50
Number of returns with paid preparer's signature 850
Number of exemptions 2,900
Number of dependents 800
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] 510
Adjust gross income (AGI) [5] $108,794,000
Number of returns with total income 1,250
Salaries and wages amount $110,066,000
Number of returns with salaries and wages 1,010
Salaries and wages amount $72,222
Number of returns with taxable interest 570
Taxable interest amount $687
Number of returns with ordinary dividends 470
Ordinary dividends amount $1,868,000
Number of returns with qualified dividends 440
Qualified dividends amount [6] $1,436
Number of returns with state and local income tax refunds 340
State and local income tax refunds amount $220
Number of returns with business or professional net income (less loss) 210
Business or professional net income (less loss) amount $2,554,000
Number of returns with net capital gain (less loss) 390
Net capital gain (less loss) amount $1,915,000
Number of returns with taxable individual retirement arrangements distributions 300
Taxable individual retirement arrangements distributions amount $5,440,000
Number of returns with taxable pensions and annuities 450
Taxable pensions and annuities amount $16,107,000
Number of farm returns 0
Number of returns with unemployment compensation 110
Unemployment compensation amount [7] $453,000
Number of returns with taxable Social Security benefits 390
Taxable Social Security benefits amount $7,344,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $118,000
Number of returns with total statutory adjustments 430
Total statutory adjustments amount $1,272,000
Number of returns with educator expenses 70
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 $222,000
Number of returns with IRA payments 50
IRA payments amount $275,000
Number of returns with student loan interest deduction 190
Student loan interest deduction amount $243,000
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 480
Total itemized deductions amount $8,571,000
Amount of AGI for itemized returns $42,094,000
Number of returns with State and local income taxes 440
State and local income taxes amount $1,545,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $56,000
Number of returns with real estate taxes 430
Real estate taxes amount $1,446,000
Number of returns with taxes paid 480
Taxes paid amount $3,086,000
Number of returns with mortgage interest paid 370
Mortgage interest paid amount $1,869,000
Number of returns with contributions 370
Contributions amount $1,074,000
Number of returns with taxable income 1,250
Taxable income amount $79,110,000
Number of returns with income tax before credits 1,250
Income tax before credits amount $11,721,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 520
Total tax credits amount $788,000
Number of returns with foreign tax credit 150
Foreign tax credit amount $17,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $32,000
Number of returns with nonrefundable education credit 120
Nonrefundable education credit amount $179,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 310
Child tax credit amount $513,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 160
Self-employment tax amount $447,000
Number of returns with total tax payments 1,240
Total tax payments amount $13,712,000
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 $88,000
Number of returns with income tax 1,240
Income tax amount [10] $10,933,000
Number of returns with tax liability 1,240
Total tax liability amount [11] $11,456,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 360
Tax due at time of filing amount [12] $969,000
Number of returns with overpayments refunded 860
Overpayments refunded amount [13] $2,867,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $108,000

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

Number of returns 1,690
Number of single returns 220
Number of joint returns 1,340
Number of head of household returns 50
Number of returns with paid preparer's signature 1,130
Number of exemptions 4,440
Number of dependents 1,410
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 70
Number of elderly returns [4] 630
Adjust gross income (AGI) [5] $225,092,000
Number of returns with total income 1,690
Salaries and wages amount $228,725,000
Number of returns with salaries and wages 1,460
Salaries and wages amount $157,539
Number of returns with taxable interest 940
Taxable interest amount $1,658
Number of returns with ordinary dividends 780
Ordinary dividends amount $4,933,000
Number of returns with qualified dividends 750
Qualified dividends amount [6] $3,930
Number of returns with state and local income tax refunds 710
State and local income tax refunds amount $594
Number of returns with business or professional net income (less loss) 340
Business or professional net income (less loss) amount $7,688,000
Number of returns with net capital gain (less loss) 670
Net capital gain (less loss) amount $6,400,000
Number of returns with taxable individual retirement arrangements distributions 360
Taxable individual retirement arrangements distributions amount $9,137,000
Number of returns with taxable pensions and annuities 550
Taxable pensions and annuities amount $23,252,000
Number of farm returns 0
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $465,000
Number of returns with taxable Social Security benefits 410
Taxable Social Security benefits amount $8,459,000
Number of returns with partnership/S-corp net income (less loss) 250
Partnership/S-corp net income (less loss) amount $6,412,000
Number of returns with total statutory adjustments 720
Total statutory adjustments amount $3,633,000
Number of returns with educator expenses 160
Educator expenses amount $43,000
Number of returns with self-employment retirement plans 60
Self-employment retirement plans amount $704,000
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $764,000
Number of returns with IRA payments 90
IRA payments amount $641,000
Number of returns with student loan interest deduction 230
Student loan interest deduction amount $297,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $70,000
Returns with domestic production activities deduction 20
Domestic production activities deduction amount $96,000
Number of returns with itemized deductions 1,080
Total itemized deductions amount $23,855,000
Amount of AGI for itemized returns $149,658,000
Number of returns with State and local income taxes 1,030
State and local income taxes amount $6,008,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $157,000
Number of returns with real estate taxes 1,020
Real estate taxes amount $4,498,000
Number of returns with taxes paid 1,080
Taxes paid amount $10,722,000
Number of returns with mortgage interest paid 860
Mortgage interest paid amount $5,156,000
Number of returns with contributions 930
Contributions amount $3,916,000
Number of returns with taxable income 1,690
Taxable income amount $175,583,000
Number of returns with income tax before credits 1,680
Income tax before credits amount $30,246,000
Number of returns with alternative minimum tax 60
Alternative minimum tax amount $83,000
Number of returns with total tax credits 770
Total tax credits amount $987,000
Number of returns with foreign tax credit 280
Foreign tax credit amount $24,000
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $59,000
Number of returns with nonrefundable education credit 180
Nonrefundable education credit amount $279,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 340
Child tax credit amount $477,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $12,000
Number of returns with self-employment tax 290
Self-employment tax amount $1,269,000
Number of returns with total tax payments 1,680
Total tax payments amount $33,066,000
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 $160,000
Number of returns with income tax 1,680
Income tax amount [10] $29,259,000
Number of returns with tax liability 1,680
Total tax liability amount [11] $30,733,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 610
Tax due at time of filing amount [12] $2,788,000
Number of returns with overpayments refunded 980
Overpayments refunded amount [13] $4,518,000
Number of returns with credit to next year’s estimated tax 110
Credited to next year’s estimated tax amount $576,000

Adjusted Gross Income: $200,000 or more

Number of returns 580
Number of single returns 60
Number of joint returns 510
Number of head of household returns 0
Number of returns with paid preparer's signature 480
Number of exemptions 1,690
Number of dependents 610
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] 210
Adjust gross income (AGI) [5] $269,784,000
Number of returns with total income 580
Salaries and wages amount $276,717,000
Number of returns with salaries and wages 520
Salaries and wages amount $137,951
Number of returns with taxable interest 470
Taxable interest amount $2,305
Number of returns with ordinary dividends 430
Ordinary dividends amount $11,250,000
Number of returns with qualified dividends 420
Qualified dividends amount [6] $9,559
Number of returns with state and local income tax refunds 330
State and local income tax refunds amount $1,938
Number of returns with business or professional net income (less loss) 180
Business or professional net income (less loss) amount $12,072,000
Number of returns with net capital gain (less loss) 420
Net capital gain (less loss) amount $24,598,000
Number of returns with taxable individual retirement arrangements distributions 100
Taxable individual retirement arrangements distributions amount $4,469,000
Number of returns with taxable pensions and annuities 130
Taxable pensions and annuities amount $5,063,000
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 100
Taxable Social Security benefits amount $2,611,000
Number of returns with partnership/S-corp net income (less loss) 280
Partnership/S-corp net income (less loss) amount $68,983,000
Number of returns with total statutory adjustments 270
Total statutory adjustments amount $6,933,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 60
Self-employment retirement plans amount $2,117,000
Number of returns with self-employment health insurance deduction 100
Self-employment health insurance deduction amount $1,438,000
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 $1,535,000
Number of returns with itemized deductions 540
Total itemized deductions amount $25,677,000
Amount of AGI for itemized returns $258,736,000
Number of returns with State and local income taxes 530
State and local income taxes amount $11,823,000
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 520
Real estate taxes amount $4,684,000
Number of returns with taxes paid 540
Taxes paid amount $16,549,000
Number of returns with mortgage interest paid 380
Mortgage interest paid amount $3,263,000
Number of returns with contributions 510
Contributions amount $5,923,000
Number of returns with taxable income 580
Taxable income amount $239,487,000
Number of returns with income tax before credits 580
Income tax before credits amount $66,050,000
Number of returns with alternative minimum tax 290
Alternative minimum tax amount $1,280,000
Number of returns with total tax credits 310
Total tax credits amount $872,000
Number of returns with foreign tax credit 260
Foreign tax credit amount $94,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $15,000
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 170
Self-employment tax amount $1,525,000
Number of returns with total tax payments 570
Total tax payments amount $71,689,000
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 570
Income tax amount [10] $65,179,000
Number of returns with tax liability 580
Total tax liability amount [11] $68,688,000
Number of returns with net investment income tax 380
Net investment income tax $1,354,000
Number of returns with tax due at time of filing 280
Tax due at time of filing amount [12] $6,550,000
Number of returns with overpayments refunded 210
Overpayments refunded amount [13] $3,750,000
Number of returns with credit to next year’s estimated tax 110
Credited to next year’s estimated tax amount $5,771,000

[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.