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ZIP Code Database - Facts & Stats

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ZIP Code 45429 Income Tax Stats

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

ZIP Code 45429 Data

Zip Code:45429
City:Dayton
State:OH [Ohio]
Counties: MONTGOMERY, OH
City Alias(es):Dayton
Area Code:937
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


45429 Income Tax Overview

Total Number of Tax Returns for ZIP Code 45429 [1] 14,030
Total Number of Single Tax Returns for ZIP Code 45429 4,390
Total Number of Joint Tax Returns for ZIP Code 45429 4,900
Total Number of Dependents for ZIP Code 45429 6,060
Total Adjusted Gross Income for ZIP Code 45429 $1,288,376,000
Average Income per Person for ZIP Code 45429 $49,773
Average Income per Household for ZIP Code 45429 $91,830

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 4,230
Number of single returns 3,390
Number of joint returns 340
Number of head of household returns 410
Number of returns with paid preparer's signature 1,530
Number of exemptions 4,380
Number of dependents 840
Total number of volunteer prepared returns [5] 200
Number of volunteer income tax assistance (VITA) prepared returns [3] 40
Number of tax counseling for the elderly (TCE) prepared returns [3] 160
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 500
Number of elderly returns [4] 1,140
Adjust gross income (AGI) [5] $51,215,000
Number of returns with total income 4,230
Salaries and wages amount $52,075,000
Number of returns with salaries and wages 3,140
Salaries and wages amount $36,199
Number of returns with taxable interest 980
Taxable interest amount $431
Number of returns with ordinary dividends 580
Ordinary dividends amount $1,097,000
Number of returns with qualified dividends 530
Qualified dividends amount [6] $681
Number of returns with state and local income tax refunds 90
State and local income tax refunds amount $26
Number of returns with business or professional net income (less loss) 500
Business or professional net income (less loss) amount $3,162,000
Number of returns with net capital gain (less loss) 480
Net capital gain (less loss) amount $527,000
Number of returns with taxable individual retirement arrangements distributions 410
Taxable individual retirement arrangements distributions amount $2,582,000
Number of returns with taxable pensions and annuities 780
Taxable pensions and annuities amount $7,119,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $221,000
Number of returns with taxable Social Security benefits 300
Taxable Social Security benefits amount $551,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $13,000
Number of returns with total statutory adjustments 620
Total statutory adjustments amount $860,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $193,000
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 $147,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $93,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 290
Total itemized deductions amount $4,137,000
Amount of AGI for itemized returns $4,334,000
Number of returns with State and local income taxes 90
State and local income taxes amount $73,000
Number of returns with State and local general sales tax 160
State and local general sales tax amount $113,000
Number of returns with real estate taxes 220
Real estate taxes amount $853,000
Number of returns with taxes paid 280
Taxes paid amount $1,064,000
Number of returns with mortgage interest paid 140
Mortgage interest paid amount $583,000
Number of returns with contributions 200
Contributions amount $415,000
Number of returns with taxable income 2,080
Taxable income amount $13,006,000
Number of returns with income tax before credits 2,020
Income tax before credits amount $1,359,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 480
Total tax credits amount $159,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $8,000
Number of returns with nonrefundable education credit 140
Nonrefundable education credit amount $86,000
Number of returns with retirement savings contribution credit 180
Retirement savings contribution credit amount $29,000
Number of returns with child tax credit 90
Child tax credit amount $32,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 410
Self-employment tax amount $516,000
Number of returns with total tax payments 3,720
Total tax payments amount $6,472,000
Number of returns with earned income credit 950
Earned income credit amount [8] $1,971,000
Number of returns with excess earned income credit 800
Excess earned income credit (refundable) amount [9] $1,746,000
Number of returns with additional child tax credit 430
Additional child tax credit amount $519,000
Number of returns with refundable education credit 190
Refundable education credit amount $164,000
Number of returns with income tax 1,790
Income tax amount [10] $1,200,000
Number of returns with tax liability 2,120
Total tax liability amount [11] $1,805,000
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] $345,000
Number of returns with overpayments refunded 3,450
Overpayments refunded amount [13] $4,986,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $28,000

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

Number of returns 3,300
Number of single returns 1,930
Number of joint returns 610
Number of head of household returns 470
Number of returns with paid preparer's signature 1,330
Number of exemptions 5,150
Number of dependents 1,260
Total number of volunteer prepared returns [5] 140
Number of volunteer income tax assistance (VITA) prepared returns [3] 40
Number of tax counseling for the elderly (TCE) prepared returns [3] 100
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 470
Number of elderly returns [4] 1,040
Adjust gross income (AGI) [5] $121,902,000
Number of returns with total income 3,300
Salaries and wages amount $123,335,000
Number of returns with salaries and wages 2,630
Salaries and wages amount $90,140
Number of returns with taxable interest 950
Taxable interest amount $718
Number of returns with ordinary dividends 570
Ordinary dividends amount $1,958,000
Number of returns with qualified dividends 520
Qualified dividends amount [6] $1,326
Number of returns with state and local income tax refunds 330
State and local income tax refunds amount $117
Number of returns with business or professional net income (less loss) 330
Business or professional net income (less loss) amount $3,276,000
Number of returns with net capital gain (less loss) 470
Net capital gain (less loss) amount $1,069,000
Number of returns with taxable individual retirement arrangements distributions 460
Taxable individual retirement arrangements distributions amount $4,262,000
Number of returns with taxable pensions and annuities 830
Taxable pensions and annuities amount $15,582,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $287,000
Number of returns with taxable Social Security benefits 730
Taxable Social Security benefits amount $5,170,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $142,000
Number of returns with total statutory adjustments 760
Total statutory adjustments amount $1,433,000
Number of returns with educator expenses 90
Educator expenses amount $21,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $243,000
Number of returns with IRA payments 70
IRA payments amount $254,000
Number of returns with student loan interest deduction 370
Student loan interest deduction amount $429,000
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 690
Total itemized deductions amount $9,917,000
Amount of AGI for itemized returns $26,842,000
Number of returns with State and local income taxes 510
State and local income taxes amount $883,000
Number of returns with State and local general sales tax 160
State and local general sales tax amount $144,000
Number of returns with real estate taxes 570
Real estate taxes amount $1,958,000
Number of returns with taxes paid 680
Taxes paid amount $3,012,000
Number of returns with mortgage interest paid 460
Mortgage interest paid amount $1,816,000
Number of returns with contributions 480
Contributions amount $1,093,000
Number of returns with taxable income 3,220
Taxable income amount $70,282,000
Number of returns with income tax before credits 3,190
Income tax before credits amount $8,692,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,100
Total tax credits amount $884,000
Number of returns with foreign tax credit 150
Foreign tax credit amount $6,000
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $52,000
Number of returns with nonrefundable education credit 220
Nonrefundable education credit amount $232,000
Number of returns with retirement savings contribution credit 410
Retirement savings contribution credit amount $75,000
Number of returns with child tax credit 520
Child tax credit amount $514,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 250
Self-employment tax amount $627,000
Number of returns with total tax payments 3,200
Total tax payments amount $13,422,000
Number of returns with earned income credit 500
Earned income credit amount [8] $927,000
Number of returns with excess earned income credit 390
Excess earned income credit (refundable) amount [9] $732,000
Number of returns with additional child tax credit 290
Additional child tax credit amount $403,000
Number of returns with refundable education credit 130
Refundable education credit amount $107,000
Number of returns with income tax 2,890
Income tax amount [10] $7,807,000
Number of returns with tax liability 2,960
Total tax liability amount [11] $8,553,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 600
Tax due at time of filing amount [12] $816,000
Number of returns with overpayments refunded 2,640
Overpayments refunded amount [13] $5,577,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $95,000

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

Number of returns 2,230
Number of single returns 930
Number of joint returns 850
Number of head of household returns 220
Number of returns with paid preparer's signature 1,060
Number of exemptions 4,190
Number of dependents 1,120
Total number of volunteer prepared returns [5] 60
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 60
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 240
Number of elderly returns [4] 820
Adjust gross income (AGI) [5] $137,569,000
Number of returns with total income 2,230
Salaries and wages amount $139,380,000
Number of returns with salaries and wages 1,790
Salaries and wages amount $97,722
Number of returns with taxable interest 930
Taxable interest amount $807
Number of returns with ordinary dividends 610
Ordinary dividends amount $2,122,000
Number of returns with qualified dividends 580
Qualified dividends amount [6] $1,489
Number of returns with state and local income tax refunds 590
State and local income tax refunds amount $282
Number of returns with business or professional net income (less loss) 280
Business or professional net income (less loss) amount $2,889,000
Number of returns with net capital gain (less loss) 500
Net capital gain (less loss) amount $2,145,000
Number of returns with taxable individual retirement arrangements distributions 400
Taxable individual retirement arrangements distributions amount $5,257,000
Number of returns with taxable pensions and annuities 640
Taxable pensions and annuities amount $17,903,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $173,000
Number of returns with taxable Social Security benefits 560
Taxable Social Security benefits amount $8,273,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $658,000
Number of returns with total statutory adjustments 700
Total statutory adjustments amount $1,811,000
Number of returns with educator expenses 70
Educator expenses amount $19,000
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 $326,000
Number of returns with IRA payments 40
IRA payments amount $154,000
Number of returns with student loan interest deduction 370
Student loan interest deduction amount $475,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $39,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 950
Total itemized deductions amount $14,073,000
Amount of AGI for itemized returns $59,947,000
Number of returns with State and local income taxes 850
State and local income taxes amount $2,467,000
Number of returns with State and local general sales tax 100
State and local general sales tax amount $121,000
Number of returns with real estate taxes 840
Real estate taxes amount $3,043,000
Number of returns with taxes paid 950
Taxes paid amount $5,688,000
Number of returns with mortgage interest paid 710
Mortgage interest paid amount $2,885,000
Number of returns with contributions 700
Contributions amount $1,608,000
Number of returns with taxable income 2,210
Taxable income amount $93,788,000
Number of returns with income tax before credits 2,200
Income tax before credits amount $13,348,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 890
Total tax credits amount $1,045,000
Number of returns with foreign tax credit 220
Foreign tax credit amount $13,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $49,000
Number of returns with nonrefundable education credit 160
Nonrefundable education credit amount $180,000
Number of returns with retirement savings contribution credit 160
Retirement savings contribution credit amount $27,000
Number of returns with child tax credit 490
Child tax credit amount $749,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $12,000
Number of returns with self-employment tax 220
Self-employment tax amount $520,000
Number of returns with total tax payments 2,200
Total tax payments amount $16,116,000
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 60
Additional child tax credit amount $74,000
Number of returns with refundable education credit 110
Refundable education credit amount $95,000
Number of returns with income tax 2,140
Income tax amount [10] $12,302,000
Number of returns with tax liability 2,160
Total tax liability amount [11] $12,917,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 560
Tax due at time of filing amount [12] $1,072,000
Number of returns with overpayments refunded 1,610
Overpayments refunded amount [13] $4,120,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $130,000

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

Number of returns 1,530
Number of single returns 390
Number of joint returns 940
Number of head of household returns 90
Number of returns with paid preparer's signature 740
Number of exemptions 3,380
Number of dependents 920
Total number of volunteer prepared returns [5] 40
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 40
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 120
Number of elderly returns [4] 600
Adjust gross income (AGI) [5] $132,778,000
Number of returns with total income 1,530
Salaries and wages amount $134,266,000
Number of returns with salaries and wages 1,210
Salaries and wages amount $90,328
Number of returns with taxable interest 770
Taxable interest amount $690
Number of returns with ordinary dividends 550
Ordinary dividends amount $2,923,000
Number of returns with qualified dividends 510
Qualified dividends amount [6] $2,140
Number of returns with state and local income tax refunds 540
State and local income tax refunds amount $281
Number of returns with business or professional net income (less loss) 240
Business or professional net income (less loss) amount $3,275,000
Number of returns with net capital gain (less loss) 460
Net capital gain (less loss) amount $2,429,000
Number of returns with taxable individual retirement arrangements distributions 360
Taxable individual retirement arrangements distributions amount $6,480,000
Number of returns with taxable pensions and annuities 510
Taxable pensions and annuities amount $17,831,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $150,000
Number of returns with taxable Social Security benefits 420
Taxable Social Security benefits amount $8,118,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $1,050,000
Number of returns with total statutory adjustments 510
Total statutory adjustments amount $1,488,000
Number of returns with educator expenses 70
Educator expenses amount $16,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $283,000
Number of returns with IRA payments 40
IRA payments amount $197,000
Number of returns with student loan interest deduction 260
Student loan interest deduction amount $374,000
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 810
Total itemized deductions amount $14,440,000
Amount of AGI for itemized returns $70,464,000
Number of returns with State and local income taxes 740
State and local income taxes amount $2,923,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $90,000
Number of returns with real estate taxes 740
Real estate taxes amount $3,093,000
Number of returns with taxes paid 800
Taxes paid amount $6,174,000
Number of returns with mortgage interest paid 610
Mortgage interest paid amount $2,943,000
Number of returns with contributions 640
Contributions amount $1,995,000
Number of returns with taxable income 1,530
Taxable income amount $96,244,000
Number of returns with income tax before credits 1,520
Income tax before credits amount $14,416,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 660
Total tax credits amount $895,000
Number of returns with foreign tax credit 210
Foreign tax credit amount $23,000
Number of returns with child and dependent care credit 130
Child and dependent care credit amount $69,000
Number of returns with nonrefundable education credit 130
Nonrefundable education credit amount $153,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 380
Child tax credit amount $614,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $8,000
Number of returns with self-employment tax 190
Self-employment tax amount $540,000
Number of returns with total tax payments 1,510
Total tax payments amount $16,159,000
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 $72,000
Number of returns with income tax 1,510
Income tax amount [10] $13,521,000
Number of returns with tax liability 1,510
Total tax liability amount [11] $14,138,000
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] $1,276,000
Number of returns with overpayments refunded 1,030
Overpayments refunded amount [13] $3,044,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $218,000

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

Number of returns 2,010
Number of single returns 360
Number of joint returns 1,550
Number of head of household returns 50
Number of returns with paid preparer's signature 1,010
Number of exemptions 4,990
Number of dependents 1,440
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] 910
Adjust gross income (AGI) [5] $267,106,000
Number of returns with total income 2,010
Salaries and wages amount $270,835,000
Number of returns with salaries and wages 1,570
Salaries and wages amount $171,844
Number of returns with taxable interest 1,300
Taxable interest amount $2,203
Number of returns with ordinary dividends 990
Ordinary dividends amount $10,454,000
Number of returns with qualified dividends 940
Qualified dividends amount [6] $8,207
Number of returns with state and local income tax refunds 1,010
State and local income tax refunds amount $788
Number of returns with business or professional net income (less loss) 370
Business or professional net income (less loss) amount $7,937,000
Number of returns with net capital gain (less loss) 870
Net capital gain (less loss) amount $10,258,000
Number of returns with taxable individual retirement arrangements distributions 550
Taxable individual retirement arrangements distributions amount $14,889,000
Number of returns with taxable pensions and annuities 720
Taxable pensions and annuities amount $32,652,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $182,000
Number of returns with taxable Social Security benefits 590
Taxable Social Security benefits amount $12,835,000
Number of returns with partnership/S-corp net income (less loss) 220
Partnership/S-corp net income (less loss) amount $4,426,000
Number of returns with total statutory adjustments 770
Total statutory adjustments amount $3,729,000
Number of returns with educator expenses 120
Educator expenses amount $32,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $583,000
Number of returns with self-employment health insurance deduction 100
Self-employment health insurance deduction amount $851,000
Number of returns with IRA payments 80
IRA payments amount $530,000
Number of returns with student loan interest deduction 300
Student loan interest deduction amount $390,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $65,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,520
Total itemized deductions amount $34,937,000
Amount of AGI for itemized returns $207,379,000
Number of returns with State and local income taxes 1,450
State and local income taxes amount $9,326,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $170,000
Number of returns with real estate taxes 1,420
Real estate taxes amount $7,695,000
Number of returns with taxes paid 1,520
Taxes paid amount $17,301,000
Number of returns with mortgage interest paid 1,110
Mortgage interest paid amount $5,723,000
Number of returns with contributions 1,320
Contributions amount $6,455,000
Number of returns with taxable income 2,000
Taxable income amount $205,905,000
Number of returns with income tax before credits 2,000
Income tax before credits amount $34,900,000
Number of returns with alternative minimum tax 70
Alternative minimum tax amount $137,000
Number of returns with total tax credits 1,020
Total tax credits amount $1,065,000
Number of returns with foreign tax credit 500
Foreign tax credit amount $84,000
Number of returns with child and dependent care credit 180
Child and dependent care credit amount $101,000
Number of returns with nonrefundable education credit 170
Nonrefundable education credit amount $239,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 390
Child tax credit amount $545,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $17,000
Number of returns with self-employment tax 320
Self-employment tax amount $1,443,000
Number of returns with total tax payments 1,990
Total tax payments amount $37,336,000
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 $150,000
Number of returns with income tax 1,990
Income tax amount [10] $33,835,000
Number of returns with tax liability 2,000
Total tax liability amount [11] $35,530,000
Number of returns with net investment income tax 20
Net investment income tax $9,000
Number of returns with tax due at time of filing 790
Tax due at time of filing amount [12] $2,883,000
Number of returns with overpayments refunded 1,090
Overpayments refunded amount [13] $3,964,000
Number of returns with credit to next year’s estimated tax 160
Credited to next year’s estimated tax amount $723,000

Adjusted Gross Income: $200,000 or more

Number of returns 730
Number of single returns 100
Number of joint returns 610
Number of head of household returns 0
Number of returns with paid preparer's signature 580
Number of exemptions 1,820
Number of dependents 480
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] 390
Adjust gross income (AGI) [5] $577,806,000
Number of returns with total income 730
Salaries and wages amount $586,891,000
Number of returns with salaries and wages 560
Salaries and wages amount $154,650
Number of returns with taxable interest 630
Taxable interest amount $7,026
Number of returns with ordinary dividends 580
Ordinary dividends amount $42,428,000
Number of returns with qualified dividends 570
Qualified dividends amount [6] $37,587
Number of returns with state and local income tax refunds 390
State and local income tax refunds amount $2,994
Number of returns with business or professional net income (less loss) 220
Business or professional net income (less loss) amount $14,318,000
Number of returns with net capital gain (less loss) 550
Net capital gain (less loss) amount $123,862,000
Number of returns with taxable individual retirement arrangements distributions 250
Taxable individual retirement arrangements distributions amount $15,473,000
Number of returns with taxable pensions and annuities 230
Taxable pensions and annuities amount $13,631,000
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 260
Taxable Social Security benefits amount $7,117,000
Number of returns with partnership/S-corp net income (less loss) 320
Partnership/S-corp net income (less loss) amount $87,541,000
Number of returns with total statutory adjustments 320
Total statutory adjustments amount $9,085,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 80
Self-employment retirement plans amount $2,825,000
Number of returns with self-employment health insurance deduction 140
Self-employment health insurance deduction amount $1,650,000
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 $2,218,000
Number of returns with itemized deductions 710
Total itemized deductions amount $63,282,000
Amount of AGI for itemized returns $572,926,000
Number of returns with State and local income taxes 690
State and local income taxes amount $26,250,000
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 680
Real estate taxes amount $8,521,000
Number of returns with taxes paid 710
Taxes paid amount $34,847,000
Number of returns with mortgage interest paid 440
Mortgage interest paid amount $4,017,000
Number of returns with contributions 670
Contributions amount $29,313,000
Number of returns with taxable income 730
Taxable income amount $509,766,000
Number of returns with income tax before credits 730
Income tax before credits amount $126,936,000
Number of returns with alternative minimum tax 410
Alternative minimum tax amount $3,673,000
Number of returns with total tax credits 430
Total tax credits amount $871,000
Number of returns with foreign tax credit 390
Foreign tax credit amount $560,000
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 30
Residential energy tax credit amount $6,000
Number of returns with self-employment tax 210
Self-employment tax amount $2,094,000
Number of returns with total tax payments 720
Total tax payments amount $137,329,000
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 730
Income tax amount [10] $125,124,000
Number of returns with tax liability 730
Total tax liability amount [11] $131,328,000
Number of returns with net investment income tax 460
Net investment income tax $3,251,000
Number of returns with tax due at time of filing 350
Tax due at time of filing amount [12] $10,522,000
Number of returns with overpayments refunded 210
Overpayments refunded amount [13] $2,963,000
Number of returns with credit to next year’s estimated tax 190
Credited to next year’s estimated tax amount $13,467,000

[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.