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ZIP Code Database - Facts & Stats

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ZIP Code 45365 Income Tax Stats

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

ZIP Code 45365 Data

Zip Code:45365
City:Sidney
State:OH [Ohio]
Counties: SHELBY, OH
City Alias(es):Sidney
Area Code:937
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


45365 Income Tax Overview

Total Number of Tax Returns for ZIP Code 45365 [1] 14,570
Total Number of Single Tax Returns for ZIP Code 45365 4,550
Total Number of Joint Tax Returns for ZIP Code 45365 4,760
Total Number of Dependents for ZIP Code 45365 8,250
Total Adjusted Gross Income for ZIP Code 45365 $740,817,000
Average Income per Person for ZIP Code 45365 $24,241
Average Income per Household for ZIP Code 45365 $50,845

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 5,120
Number of single returns 3,520
Number of joint returns 600
Number of head of household returns 820
Number of returns with paid preparer's signature 2,580
Number of exemptions 6,510
Number of dependents 1,960
Total number of volunteer prepared returns [5] 330
Number of volunteer income tax assistance (VITA) prepared returns [3] 40
Number of tax counseling for the elderly (TCE) prepared returns [3] 290
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 820
Number of elderly returns [4] 1,110
Adjust gross income (AGI) [5] $62,348,000
Number of returns with total income 5,120
Salaries and wages amount $62,902,000
Number of returns with salaries and wages 4,190
Salaries and wages amount $49,170
Number of returns with taxable interest 560
Taxable interest amount $226
Number of returns with ordinary dividends 410
Ordinary dividends amount $468,000
Number of returns with qualified dividends 380
Qualified dividends amount [6] $277
Number of returns with state and local income tax refunds 50
State and local income tax refunds amount $15
Number of returns with business or professional net income (less loss) 340
Business or professional net income (less loss) amount $2,066,000
Number of returns with net capital gain (less loss) 350
Net capital gain (less loss) amount $523,000
Number of returns with taxable individual retirement arrangements distributions 410
Taxable individual retirement arrangements distributions amount $2,340,000
Number of returns with taxable pensions and annuities 880
Taxable pensions and annuities amount $6,981,000
Number of farm returns 40
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $308,000
Number of returns with taxable Social Security benefits 290
Taxable Social Security benefits amount $531,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $116,000
Number of returns with total statutory adjustments 460
Total statutory adjustments amount $554,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $100,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 130
Student loan interest deduction amount $119,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $34,000
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $32,000
Number of returns with itemized deductions 150
Total itemized deductions amount $2,533,000
Amount of AGI for itemized returns $2,312,000
Number of returns with State and local income taxes 50
State and local income taxes amount $35,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $53,000
Number of returns with real estate taxes 100
Real estate taxes amount $164,000
Number of returns with taxes paid 130
Taxes paid amount $255,000
Number of returns with mortgage interest paid 70
Mortgage interest paid amount $263,000
Number of returns with contributions 90
Contributions amount $276,000
Number of returns with taxable income 2,270
Taxable income amount $13,510,000
Number of returns with income tax before credits 2,250
Income tax before credits amount $1,433,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 630
Total tax credits amount $178,000
Number of returns with foreign tax credit 40
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 90
Nonrefundable education credit amount $51,000
Number of returns with retirement savings contribution credit 370
Retirement savings contribution credit amount $55,000
Number of returns with child tax credit 170
Child tax credit amount $64,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 310
Self-employment tax amount $372,000
Number of returns with total tax payments 4,680
Total tax payments amount $10,342,000
Number of returns with earned income credit 1,670
Earned income credit amount [8] $4,230,000
Number of returns with excess earned income credit 1,530
Excess earned income credit (refundable) amount [9] $3,980,000
Number of returns with additional child tax credit 960
Additional child tax credit amount $1,128,000
Number of returns with refundable education credit 140
Refundable education credit amount $112,000
Number of returns with income tax 1,940
Income tax amount [10] $1,255,000
Number of returns with tax liability 2,280
Total tax liability amount [11] $1,763,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 310
Tax due at time of filing amount [12] $232,000
Number of returns with overpayments refunded 4,480
Overpayments refunded amount [13] $8,755,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 4,540
Number of single returns 2,170
Number of joint returns 940
Number of head of household returns 790
Number of returns with paid preparer's signature 2,770
Number of exemptions 7,920
Number of dependents 2,470
Total number of volunteer prepared returns [5] 110
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
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] 700
Number of elderly returns [4] 980
Adjust gross income (AGI) [5] $166,995,000
Number of returns with total income 4,540
Salaries and wages amount $168,210,000
Number of returns with salaries and wages 4,040
Salaries and wages amount $141,877
Number of returns with taxable interest 670
Taxable interest amount $391
Number of returns with ordinary dividends 480
Ordinary dividends amount $932,000
Number of returns with qualified dividends 450
Qualified dividends amount [6] $669
Number of returns with state and local income tax refunds 280
State and local income tax refunds amount $96
Number of returns with business or professional net income (less loss) 290
Business or professional net income (less loss) amount $2,032,000
Number of returns with net capital gain (less loss) 390
Net capital gain (less loss) amount $1,054,000
Number of returns with taxable individual retirement arrangements distributions 390
Taxable individual retirement arrangements distributions amount $3,638,000
Number of returns with taxable pensions and annuities 870
Taxable pensions and annuities amount $11,918,000
Number of farm returns 50
Number of returns with unemployment compensation 120
Unemployment compensation amount [7] $386,000
Number of returns with taxable Social Security benefits 680
Taxable Social Security benefits amount $4,449,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $332,000
Number of returns with total statutory adjustments 610
Total statutory adjustments amount $1,215,000
Number of returns with educator expenses 60
Educator expenses amount $14,000
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 $293,000
Number of returns with IRA payments 40
IRA payments amount $130,000
Number of returns with student loan interest deduction 270
Student loan interest deduction amount $282,000
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 500
Total itemized deductions amount $6,846,000
Amount of AGI for itemized returns $19,697,000
Number of returns with State and local income taxes 400
State and local income taxes amount $698,000
Number of returns with State and local general sales tax 90
State and local general sales tax amount $74,000
Number of returns with real estate taxes 370
Real estate taxes amount $798,000
Number of returns with taxes paid 500
Taxes paid amount $1,576,000
Number of returns with mortgage interest paid 310
Mortgage interest paid amount $1,326,000
Number of returns with contributions 280
Contributions amount $918,000
Number of returns with taxable income 4,450
Taxable income amount $94,681,000
Number of returns with income tax before credits 4,430
Income tax before credits amount $11,781,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,730
Total tax credits amount $1,390,000
Number of returns with foreign tax credit 150
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $45,000
Number of returns with nonrefundable education credit 140
Nonrefundable education credit amount $131,000
Number of returns with retirement savings contribution credit 780
Retirement savings contribution credit amount $128,000
Number of returns with child tax credit 1,030
Child tax credit amount $1,069,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $16,000
Number of returns with self-employment tax 230
Self-employment tax amount $534,000
Number of returns with total tax payments 4,460
Total tax payments amount $20,305,000
Number of returns with earned income credit 920
Earned income credit amount [8] $1,892,000
Number of returns with excess earned income credit 740
Excess earned income credit (refundable) amount [9] $1,587,000
Number of returns with additional child tax credit 590
Additional child tax credit amount $843,000
Number of returns with refundable education credit 100
Refundable education credit amount $81,000
Number of returns with income tax 3,860
Income tax amount [10] $10,391,000
Number of returns with tax liability 4,000
Total tax liability amount [11] $11,155,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 580
Tax due at time of filing amount [12] $679,000
Number of returns with overpayments refunded 3,910
Overpayments refunded amount [13] $9,736,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $84,000

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

Number of returns 2,200
Number of single returns 630
Number of joint returns 1,030
Number of head of household returns 210
Number of returns with paid preparer's signature 1,520
Number of exemptions 4,760
Number of dependents 1,520
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] 230
Number of elderly returns [4] 610
Adjust gross income (AGI) [5] $135,165,000
Number of returns with total income 2,200
Salaries and wages amount $136,215,000
Number of returns with salaries and wages 1,930
Salaries and wages amount $106,955
Number of returns with taxable interest 550
Taxable interest amount $379
Number of returns with ordinary dividends 450
Ordinary dividends amount $1,169,000
Number of returns with qualified dividends 430
Qualified dividends amount [6] $875
Number of returns with state and local income tax refunds 380
State and local income tax refunds amount $187
Number of returns with business or professional net income (less loss) 240
Business or professional net income (less loss) amount $1,697,000
Number of returns with net capital gain (less loss) 360
Net capital gain (less loss) amount $1,525,000
Number of returns with taxable individual retirement arrangements distributions 290
Taxable individual retirement arrangements distributions amount $3,661,000
Number of returns with taxable pensions and annuities 580
Taxable pensions and annuities amount $13,110,000
Number of farm returns 40
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $250,000
Number of returns with taxable Social Security benefits 450
Taxable Social Security benefits amount $5,923,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $337,000
Number of returns with total statutory adjustments 490
Total statutory adjustments amount $1,050,000
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 $231,000
Number of returns with IRA payments 40
IRA payments amount $181,000
Number of returns with student loan interest deduction 220
Student loan interest deduction amount $252,000
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 $65,000
Number of returns with itemized deductions 610
Total itemized deductions amount $8,180,000
Amount of AGI for itemized returns $38,183,000
Number of returns with State and local income taxes 560
State and local income taxes amount $1,589,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $66,000
Number of returns with real estate taxes 490
Real estate taxes amount $906,000
Number of returns with taxes paid 610
Taxes paid amount $2,573,000
Number of returns with mortgage interest paid 430
Mortgage interest paid amount $1,905,000
Number of returns with contributions 370
Contributions amount $1,336,000
Number of returns with taxable income 2,200
Taxable income amount $90,994,000
Number of returns with income tax before credits 2,190
Income tax before credits amount $12,799,000
Number of returns with alternative minimum tax 20
Alternative minimum tax amount $20,000
Number of returns with total tax credits 960
Total tax credits amount $1,288,000
Number of returns with foreign tax credit 170
Foreign tax credit amount $10,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $33,000
Number of returns with nonrefundable education credit 140
Nonrefundable education credit amount $167,000
Number of returns with retirement savings contribution credit 220
Retirement savings contribution credit amount $35,000
Number of returns with child tax credit 610
Child tax credit amount $1,011,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $24,000
Number of returns with self-employment tax 180
Self-employment tax amount $435,000
Number of returns with total tax payments 2,180
Total tax payments amount $16,210,000
Number of returns with earned income credit 20
Earned income credit amount [8] $6,000
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 110
Additional child tax credit amount $144,000
Number of returns with refundable education credit 110
Refundable education credit amount $104,000
Number of returns with income tax 2,100
Income tax amount [10] $11,510,000
Number of returns with tax liability 2,130
Total tax liability amount [11] $12,060,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 450
Tax due at time of filing amount [12] $805,000
Number of returns with overpayments refunded 1,710
Overpayments refunded amount [13] $4,849,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $99,000

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

Number of returns 1,290
Number of single returns 180
Number of joint returns 960
Number of head of household returns 50
Number of returns with paid preparer's signature 890
Number of exemptions 3,330
Number of dependents 1,080
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] 110
Number of elderly returns [4] 420
Adjust gross income (AGI) [5] $111,568,000
Number of returns with total income 1,290
Salaries and wages amount $112,401,000
Number of returns with salaries and wages 1,130
Salaries and wages amount $84,222
Number of returns with taxable interest 420
Taxable interest amount $421
Number of returns with ordinary dividends 340
Ordinary dividends amount $1,325,000
Number of returns with qualified dividends 330
Qualified dividends amount [6] $1,018
Number of returns with state and local income tax refunds 320
State and local income tax refunds amount $188
Number of returns with business or professional net income (less loss) 180
Business or professional net income (less loss) amount $1,423,000
Number of returns with net capital gain (less loss) 280
Net capital gain (less loss) amount $1,651,000
Number of returns with taxable individual retirement arrangements distributions 210
Taxable individual retirement arrangements distributions amount $3,813,000
Number of returns with taxable pensions and annuities 420
Taxable pensions and annuities amount $11,429,000
Number of farm returns 40
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $184,000
Number of returns with taxable Social Security benefits 300
Taxable Social Security benefits amount $5,280,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $965,000
Number of returns with total statutory adjustments 350
Total statutory adjustments amount $833,000
Number of returns with educator expenses 40
Educator expenses amount $12,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $173,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 160
Student loan interest deduction amount $179,000
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 440
Total itemized deductions amount $7,331,000
Amount of AGI for itemized returns $38,067,000
Number of returns with State and local income taxes 410
State and local income taxes amount $1,616,000
Number of returns with State and local general sales tax 20
State and local general sales tax amount $28,000
Number of returns with real estate taxes 380
Real estate taxes amount $830,000
Number of returns with taxes paid 440
Taxes paid amount $2,485,000
Number of returns with mortgage interest paid 320
Mortgage interest paid amount $1,648,000
Number of returns with contributions 330
Contributions amount $1,458,000
Number of returns with taxable income 1,290
Taxable income amount $80,275,000
Number of returns with income tax before credits 1,280
Income tax before credits amount $11,641,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 600
Total tax credits amount $1,024,000
Number of returns with foreign tax credit 140
Foreign tax credit amount $22,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $42,000
Number of returns with nonrefundable education credit 110
Nonrefundable education credit amount $155,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 410
Child tax credit amount $773,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 150
Self-employment tax amount $341,000
Number of returns with total tax payments 1,280
Total tax payments amount $13,520,000
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 1,270
Income tax amount [10] $10,617,000
Number of returns with tax liability 1,270
Total tax liability amount [11] $11,098,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 330
Tax due at time of filing amount [12] $776,000
Number of returns with overpayments refunded 930
Overpayments refunded amount [13] $3,065,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $77,000

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

Number of returns 1,180
Number of single returns 110
Number of joint returns 1,020
Number of head of household returns 0
Number of returns with paid preparer's signature 820
Number of exemptions 3,200
Number of dependents 1,000
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] 40
Number of elderly returns [4] 410
Adjust gross income (AGI) [5] $149,498,000
Number of returns with total income 1,180
Salaries and wages amount $151,332,000
Number of returns with salaries and wages 1,030
Salaries and wages amount $108,657
Number of returns with taxable interest 560
Taxable interest amount $586
Number of returns with ordinary dividends 490
Ordinary dividends amount $3,128,000
Number of returns with qualified dividends 480
Qualified dividends amount [6] $2,529
Number of returns with state and local income tax refunds 500
State and local income tax refunds amount $447
Number of returns with business or professional net income (less loss) 190
Business or professional net income (less loss) amount $2,419,000
Number of returns with net capital gain (less loss) 390
Net capital gain (less loss) amount $3,725,000
Number of returns with taxable individual retirement arrangements distributions 220
Taxable individual retirement arrangements distributions amount $5,881,000
Number of returns with taxable pensions and annuities 410
Taxable pensions and annuities amount $15,058,000
Number of farm returns 50
Number of returns with unemployment compensation 20
Unemployment compensation amount [7] $105,000
Number of returns with taxable Social Security benefits 270
Taxable Social Security benefits amount $5,394,000
Number of returns with partnership/S-corp net income (less loss) 130
Partnership/S-corp net income (less loss) amount $3,257,000
Number of returns with total statutory adjustments 450
Total statutory adjustments amount $1,834,000
Number of returns with educator expenses 70
Educator expenses amount $22,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $407,000
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $398,000
Number of returns with IRA payments 40
IRA payments amount $240,000
Number of returns with student loan interest deduction 180
Student loan interest deduction amount $231,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $61,000
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $152,000
Number of returns with itemized deductions 690
Total itemized deductions amount $14,648,000
Amount of AGI for itemized returns $90,957,000
Number of returns with State and local income taxes 670
State and local income taxes amount $4,261,000
Number of returns with State and local general sales tax 20
State and local general sales tax amount $46,000
Number of returns with real estate taxes 650
Real estate taxes amount $1,800,000
Number of returns with taxes paid 690
Taxes paid amount $6,139,000
Number of returns with mortgage interest paid 580
Mortgage interest paid amount $3,373,000
Number of returns with contributions 590
Contributions amount $3,115,000
Number of returns with taxable income 1,180
Taxable income amount $115,679,000
Number of returns with income tax before credits 1,170
Income tax before credits amount $19,147,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 590
Total tax credits amount $840,000
Number of returns with foreign tax credit 230
Foreign tax credit amount $68,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $37,000
Number of returns with nonrefundable education credit 170
Nonrefundable education credit amount $240,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 260
Child tax credit amount $396,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $25,000
Number of returns with self-employment tax 160
Self-employment tax amount $665,000
Number of returns with total tax payments 1,170
Total tax payments amount $20,709,000
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 $141,000
Number of returns with income tax 1,170
Income tax amount [10] $18,307,000
Number of returns with tax liability 1,170
Total tax liability amount [11] $19,145,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 380
Tax due at time of filing amount [12] $1,610,000
Number of returns with overpayments refunded 730
Overpayments refunded amount [13] $2,838,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $310,000

Adjusted Gross Income: $200,000 or more

Number of returns 240
Number of single returns 0
Number of joint returns 210
Number of head of household returns 0
Number of returns with paid preparer's signature 200
Number of exemptions 670
Number of dependents 220
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] 100
Adjust gross income (AGI) [5] $115,243,000
Number of returns with total income 240
Salaries and wages amount $118,298,000
Number of returns with salaries and wages 200
Salaries and wages amount $40,012
Number of returns with taxable interest 190
Taxable interest amount $1,892
Number of returns with ordinary dividends 170
Ordinary dividends amount $4,351,000
Number of returns with qualified dividends 170
Qualified dividends amount [6] $3,617
Number of returns with state and local income tax refunds 120
State and local income tax refunds amount $664
Number of returns with business or professional net income (less loss) 50
Business or professional net income (less loss) amount $3,456,000
Number of returns with net capital gain (less loss) 170
Net capital gain (less loss) amount $26,362,000
Number of returns with taxable individual retirement arrangements distributions 50
Taxable individual retirement arrangements distributions amount $1,871,000
Number of returns with taxable pensions and annuities 70
Taxable pensions and annuities amount $4,027,000
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 60
Taxable Social Security benefits amount $1,350,000
Number of returns with partnership/S-corp net income (less loss) 130
Partnership/S-corp net income (less loss) amount $31,824,000
Number of returns with total statutory adjustments 120
Total statutory adjustments amount $3,055,000
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 $767,000
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 $1,577,000
Number of returns with itemized deductions 200
Total itemized deductions amount $11,718,000
Amount of AGI for itemized returns $100,909,000
Number of returns with State and local income taxes 200
State and local income taxes amount $5,938,000
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 190
Real estate taxes amount $1,248,000
Number of returns with taxes paid 200
Taxes paid amount $7,198,000
Number of returns with mortgage interest paid 130
Mortgage interest paid amount $967,000
Number of returns with contributions 190
Contributions amount $4,167,000
Number of returns with taxable income 240
Taxable income amount $101,348,000
Number of returns with income tax before credits 240
Income tax before credits amount $26,228,000
Number of returns with alternative minimum tax 100
Alternative minimum tax amount $1,003,000
Number of returns with total tax credits 130
Total tax credits amount $458,000
Number of returns with foreign tax credit 110
Foreign tax credit amount $106,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 60
Self-employment tax amount $414,000
Number of returns with total tax payments 230
Total tax payments amount $25,685,000
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 240
Income tax amount [10] $25,769,000
Number of returns with tax liability 240
Total tax liability amount [11] $27,178,000
Number of returns with net investment income tax 150
Net investment income tax $771,000
Number of returns with tax due at time of filing 130
Tax due at time of filing amount [12] $3,973,000
Number of returns with overpayments refunded 50
Overpayments refunded amount [13] $586,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $1,877,000

[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.