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ZIP Code Database - Facts & Stats

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ZIP Code 45662 Income Tax Stats

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

ZIP Code 45662 Data

Zip Code:45662
City:Portsmouth
State:OH [Ohio]
Counties: SCIOTO, OH
City Alias(es):Portsmouth
Area Code:740
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


45662 Income Tax Overview

Total Number of Tax Returns for ZIP Code 45662 [1] 10,300
Total Number of Single Tax Returns for ZIP Code 45662 3,180
Total Number of Joint Tax Returns for ZIP Code 45662 3,280
Total Number of Dependents for ZIP Code 45662 6,470
Total Adjusted Gross Income for ZIP Code 45662 $461,833,000
Average Income per Person for ZIP Code 45662 $15,283
Average Income per Household for ZIP Code 45662 $44,838

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 4,790
Number of single returns 2,880
Number of joint returns 640
Number of head of household returns 1,180
Number of returns with paid preparer's signature 1,940
Number of exemptions 7,840
Number of dependents 2,870
Total number of volunteer prepared returns [5] 390
Number of volunteer income tax assistance (VITA) prepared returns [3] 390
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 150
Number of refund anticipation check returns [3] 1,100
Number of elderly returns [4] 920
Adjust gross income (AGI) [5] $60,331,000
Number of returns with total income 4,790
Salaries and wages amount $61,042,000
Number of returns with salaries and wages 3,800
Salaries and wages amount $46,059
Number of returns with taxable interest 440
Taxable interest amount $299
Number of returns with ordinary dividends 200
Ordinary dividends amount $299,000
Number of returns with qualified dividends 180
Qualified dividends amount [6] $183
Number of returns with state and local income tax refunds 20
State and local income tax refunds amount $6
Number of returns with business or professional net income (less loss) 630
Business or professional net income (less loss) amount $5,046,000
Number of returns with net capital gain (less loss) 170
Net capital gain (less loss) amount $217,000
Number of returns with taxable individual retirement arrangements distributions 220
Taxable individual retirement arrangements distributions amount $1,251,000
Number of returns with taxable pensions and annuities 670
Taxable pensions and annuities amount $7,078,000
Number of farm returns 20
Number of returns with unemployment compensation 120
Unemployment compensation amount [7] $418,000
Number of returns with taxable Social Security benefits 200
Taxable Social Security benefits amount $395,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $61,000
Number of returns with total statutory adjustments 730
Total statutory adjustments amount $711,000
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 $111,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 140
Student loan interest deduction amount $121,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $61,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 130
Total itemized deductions amount $1,863,000
Amount of AGI for itemized returns $2,056,000
Number of returns with State and local income taxes 50
State and local income taxes amount $84,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $61,000
Number of returns with real estate taxes 60
Real estate taxes amount $113,000
Number of returns with taxes paid 120
Taxes paid amount $276,000
Number of returns with mortgage interest paid 40
Mortgage interest paid amount $146,000
Number of returns with contributions 80
Contributions amount $224,000
Number of returns with taxable income 1,870
Taxable income amount $10,641,000
Number of returns with income tax before credits 1,870
Income tax before credits amount $1,134,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 500
Total tax credits amount $139,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
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 $54,000
Number of returns with retirement savings contribution credit 210
Retirement savings contribution credit amount $30,000
Number of returns with child tax credit 170
Child tax credit amount $49,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 560
Self-employment tax amount $783,000
Number of returns with total tax payments 4,510
Total tax payments amount $11,906,000
Number of returns with earned income credit 2,200
Earned income credit amount [8] $6,069,000
Number of returns with excess earned income credit 2,030
Excess earned income credit (refundable) amount [9] $5,419,000
Number of returns with additional child tax credit 1,310
Additional child tax credit amount $1,590,000
Number of returns with refundable education credit 210
Refundable education credit amount $177,000
Number of returns with income tax 1,570
Income tax amount [10] $994,000
Number of returns with tax liability 2,130
Total tax liability amount [11] $1,881,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 290
Tax due at time of filing amount [12] $238,000
Number of returns with overpayments refunded 4,310
Overpayments refunded amount [13] $10,225,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $69,000

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

Number of returns 2,530
Number of single returns 1,120
Number of joint returns 760
Number of head of household returns 450
Number of returns with paid preparer's signature 1,140
Number of exemptions 4,850
Number of dependents 1,570
Total number of volunteer prepared returns [5] 130
Number of volunteer income tax assistance (VITA) prepared returns [3] 130
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] 490
Number of elderly returns [4] 720
Adjust gross income (AGI) [5] $91,388,000
Number of returns with total income 2,530
Salaries and wages amount $92,083,000
Number of returns with salaries and wages 2,060
Salaries and wages amount $68,761
Number of returns with taxable interest 460
Taxable interest amount $257
Number of returns with ordinary dividends 200
Ordinary dividends amount $470,000
Number of returns with qualified dividends 180
Qualified dividends amount [6] $322
Number of returns with state and local income tax refunds 100
State and local income tax refunds amount $46
Number of returns with business or professional net income (less loss) 220
Business or professional net income (less loss) amount $2,057,000
Number of returns with net capital gain (less loss) 150
Net capital gain (less loss) amount $316,000
Number of returns with taxable individual retirement arrangements distributions 180
Taxable individual retirement arrangements distributions amount $1,640,000
Number of returns with taxable pensions and annuities 650
Taxable pensions and annuities amount $14,961,000
Number of farm returns 0
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $396,000
Number of returns with taxable Social Security benefits 500
Taxable Social Security benefits amount $2,880,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $144,000
Number of returns with total statutory adjustments 420
Total statutory adjustments amount $695,000
Number of returns with educator expenses 60
Educator expenses amount $15,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 50
IRA payments amount $118,000
Number of returns with student loan interest deduction 210
Student loan interest deduction amount $231,000
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 240
Total itemized deductions amount $3,858,000
Amount of AGI for itemized returns $9,471,000
Number of returns with State and local income taxes 180
State and local income taxes amount $307,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $61,000
Number of returns with real estate taxes 160
Real estate taxes amount $244,000
Number of returns with taxes paid 240
Taxes paid amount $620,000
Number of returns with mortgage interest paid 120
Mortgage interest paid amount $508,000
Number of returns with contributions 160
Contributions amount $450,000
Number of returns with taxable income 2,430
Taxable income amount $47,373,000
Number of returns with income tax before credits 2,420
Income tax before credits amount $5,811,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 900
Total tax credits amount $731,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $25,000
Number of returns with nonrefundable education credit 130
Nonrefundable education credit amount $141,000
Number of returns with retirement savings contribution credit 350
Retirement savings contribution credit amount $58,000
Number of returns with child tax credit 540
Child tax credit amount $494,000
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 $378,000
Number of returns with total tax payments 2,480
Total tax payments amount $10,762,000
Number of returns with earned income credit 590
Earned income credit amount [8] $1,319,000
Number of returns with excess earned income credit 490
Excess earned income credit (refundable) amount [9] $1,127,000
Number of returns with additional child tax credit 410
Additional child tax credit amount $597,000
Number of returns with refundable education credit 100
Refundable education credit amount $86,000
Number of returns with income tax 2,060
Income tax amount [10] $5,080,000
Number of returns with tax liability 2,150
Total tax liability amount [11] $5,583,000
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] $448,000
Number of returns with overpayments refunded 2,150
Overpayments refunded amount [13] $5,542,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 1,370
Number of single returns 440
Number of joint returns 670
Number of head of household returns 130
Number of returns with paid preparer's signature 690
Number of exemptions 2,880
Number of dependents 850
Total number of volunteer prepared returns [5] 60
Number of volunteer income tax assistance (VITA) prepared returns [3] 60
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] 220
Number of elderly returns [4] 470
Adjust gross income (AGI) [5] $83,295,000
Number of returns with total income 1,370
Salaries and wages amount $84,000,000
Number of returns with salaries and wages 1,140
Salaries and wages amount $59,804
Number of returns with taxable interest 380
Taxable interest amount $227
Number of returns with ordinary dividends 200
Ordinary dividends amount $916,000
Number of returns with qualified dividends 190
Qualified dividends amount [6] $725
Number of returns with state and local income tax refunds 180
State and local income tax refunds amount $74
Number of returns with business or professional net income (less loss) 170
Business or professional net income (less loss) amount $1,145,000
Number of returns with net capital gain (less loss) 170
Net capital gain (less loss) amount $630,000
Number of returns with taxable individual retirement arrangements distributions 180
Taxable individual retirement arrangements distributions amount $2,123,000
Number of returns with taxable pensions and annuities 440
Taxable pensions and annuities amount $13,197,000
Number of farm returns 20
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $449,000
Number of returns with taxable Social Security benefits 350
Taxable Social Security benefits amount $4,769,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $377,000
Number of returns with total statutory adjustments 390
Total statutory adjustments amount $705,000
Number of returns with educator expenses 70
Educator expenses amount $17,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $206,000
Number of returns with IRA payments 30
IRA payments amount $110,000
Number of returns with student loan interest deduction 200
Student loan interest deduction amount $201,000
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 330
Total itemized deductions amount $5,265,000
Amount of AGI for itemized returns $20,420,000
Number of returns with State and local income taxes 280
State and local income taxes amount $726,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $62,000
Number of returns with real estate taxes 240
Real estate taxes amount $418,000
Number of returns with taxes paid 330
Taxes paid amount $1,206,000
Number of returns with mortgage interest paid 200
Mortgage interest paid amount $768,000
Number of returns with contributions 230
Contributions amount $796,000
Number of returns with taxable income 1,360
Taxable income amount $55,502,000
Number of returns with income tax before credits 1,360
Income tax before credits amount $7,750,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 540
Total tax credits amount $703,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $4,000
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 100
Nonrefundable education credit amount $122,000
Number of returns with retirement savings contribution credit 120
Retirement savings contribution credit amount $17,000
Number of returns with child tax credit 360
Child tax credit amount $528,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $19,000
Number of returns with self-employment tax 130
Self-employment tax amount $281,000
Number of returns with total tax payments 1,360
Total tax payments amount $9,364,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 40
Additional child tax credit amount $64,000
Number of returns with refundable education credit 70
Refundable education credit amount $56,000
Number of returns with income tax 1,320
Income tax amount [10] $7,047,000
Number of returns with tax liability 1,330
Total tax liability amount [11] $7,403,000
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] $599,000
Number of returns with overpayments refunded 1,020
Overpayments refunded amount [13] $2,510,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $45,000

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

Number of returns 730
Number of single returns 130
Number of joint returns 520
Number of head of household returns 40
Number of returns with paid preparer's signature 410
Number of exemptions 1,790
Number of dependents 530
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] 260
Adjust gross income (AGI) [5] $63,067,000
Number of returns with total income 730
Salaries and wages amount $63,594,000
Number of returns with salaries and wages 640
Salaries and wages amount $46,166
Number of returns with taxable interest 270
Taxable interest amount $200
Number of returns with ordinary dividends 140
Ordinary dividends amount $660,000
Number of returns with qualified dividends 140
Qualified dividends amount [6] $506
Number of returns with state and local income tax refunds 170
State and local income tax refunds amount $101
Number of returns with business or professional net income (less loss) 90
Business or professional net income (less loss) amount $964,000
Number of returns with net capital gain (less loss) 120
Net capital gain (less loss) amount $721,000
Number of returns with taxable individual retirement arrangements distributions 110
Taxable individual retirement arrangements distributions amount $1,894,000
Number of returns with taxable pensions and annuities 240
Taxable pensions and annuities amount $9,085,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $175,000
Number of returns with taxable Social Security benefits 190
Taxable Social Security benefits amount $3,120,000
Number of returns with partnership/S-corp net income (less loss) 20
Partnership/S-corp net income (less loss) amount $231,000
Number of returns with total statutory adjustments 220
Total statutory adjustments amount $527,000
Number of returns with educator expenses 40
Educator expenses amount $10,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 20
IRA payments amount $102,000
Number of returns with student loan interest deduction 110
Student loan interest deduction amount $104,000
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 250
Total itemized deductions amount $5,070,000
Amount of AGI for itemized returns $21,430,000
Number of returns with State and local income taxes 230
State and local income taxes amount $839,000
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 220
Real estate taxes amount $433,000
Number of returns with taxes paid 250
Taxes paid amount $1,296,000
Number of returns with mortgage interest paid 190
Mortgage interest paid amount $807,000
Number of returns with contributions 190
Contributions amount $886,000
Number of returns with taxable income 730
Taxable income amount $45,077,000
Number of returns with income tax before credits 730
Income tax before credits amount $6,644,000
Number of returns with alternative minimum tax 30
Alternative minimum tax amount $75,000
Number of returns with total tax credits 290
Total tax credits amount $482,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $28,000
Number of returns with nonrefundable education credit 60
Nonrefundable education credit amount $87,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 210
Child tax credit amount $362,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 70
Self-employment tax amount $185,000
Number of returns with total tax payments 730
Total tax payments amount $7,701,000
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 50
Refundable education credit amount $47,000
Number of returns with income tax 730
Income tax amount [10] $6,161,000
Number of returns with tax liability 730
Total tax liability amount [11] $6,399,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 190
Tax due at time of filing amount [12] $498,000
Number of returns with overpayments refunded 530
Overpayments refunded amount [13] $1,771,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 710
Number of single returns 100
Number of joint returns 560
Number of head of household returns 40
Number of returns with paid preparer's signature 440
Number of exemptions 1,810
Number of dependents 540
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] 290
Adjust gross income (AGI) [5] $91,290,000
Number of returns with total income 710
Salaries and wages amount $92,377,000
Number of returns with salaries and wages 620
Salaries and wages amount $61,291
Number of returns with taxable interest 320
Taxable interest amount $519
Number of returns with ordinary dividends 200
Ordinary dividends amount $1,944,000
Number of returns with qualified dividends 190
Qualified dividends amount [6] $1,603
Number of returns with state and local income tax refunds 250
State and local income tax refunds amount $212
Number of returns with business or professional net income (less loss) 130
Business or professional net income (less loss) amount $2,029,000
Number of returns with net capital gain (less loss) 200
Net capital gain (less loss) amount $2,010,000
Number of returns with taxable individual retirement arrangements distributions 130
Taxable individual retirement arrangements distributions amount $3,255,000
Number of returns with taxable pensions and annuities 320
Taxable pensions and annuities amount $14,528,000
Number of farm returns 30
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $165,000
Number of returns with taxable Social Security benefits 200
Taxable Social Security benefits amount $3,940,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $1,667,000
Number of returns with total statutory adjustments 270
Total statutory adjustments amount $1,087,000
Number of returns with educator expenses 50
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 20
Self-employment health insurance deduction amount $205,000
Number of returns with IRA payments 30
IRA payments amount $185,000
Number of returns with student loan interest deduction 110
Student loan interest deduction amount $137,000
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 410
Total itemized deductions amount $9,025,000
Amount of AGI for itemized returns $54,625,000
Number of returns with State and local income taxes 380
State and local income taxes amount $2,386,000
Number of returns with State and local general sales tax 20
State and local general sales tax amount $65,000
Number of returns with real estate taxes 360
Real estate taxes amount $1,019,000
Number of returns with taxes paid 410
Taxes paid amount $3,501,000
Number of returns with mortgage interest paid 290
Mortgage interest paid amount $1,458,000
Number of returns with contributions 330
Contributions amount $1,803,000
Number of returns with taxable income 710
Taxable income amount $71,194,000
Number of returns with income tax before credits 710
Income tax before credits amount $12,167,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 280
Total tax credits amount $367,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $28,000
Number of returns with nonrefundable education credit 60
Nonrefundable education credit amount $99,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 130
Child tax credit amount $199,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $7,000
Number of returns with self-employment tax 100
Self-employment tax amount $384,000
Number of returns with total tax payments 710
Total tax payments amount $13,088,000
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 50
Refundable education credit amount $62,000
Number of returns with income tax 710
Income tax amount [10] $11,799,000
Number of returns with tax liability 710
Total tax liability amount [11] $12,356,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 270
Tax due at time of filing amount [12] $1,150,000
Number of returns with overpayments refunded 400
Overpayments refunded amount [13] $1,668,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $206,000

Adjusted Gross Income: $200,000 or more

Number of returns 170
Number of single returns 30
Number of joint returns 130
Number of head of household returns 0
Number of returns with paid preparer's signature 140
Number of exemptions 410
Number of dependents 110
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] 90
Adjust gross income (AGI) [5] $72,462,000
Number of returns with total income 170
Salaries and wages amount $73,877,000
Number of returns with salaries and wages 130
Salaries and wages amount $33,175
Number of returns with taxable interest 120
Taxable interest amount $416
Number of returns with ordinary dividends 110
Ordinary dividends amount $4,646,000
Number of returns with qualified dividends 100
Qualified dividends amount [6] $4,250
Number of returns with state and local income tax refunds 80
State and local income tax refunds amount $271
Number of returns with business or professional net income (less loss) 50
Business or professional net income (less loss) amount $7,938,000
Number of returns with net capital gain (less loss) 100
Net capital gain (less loss) amount $4,191,000
Number of returns with taxable individual retirement arrangements distributions 50
Taxable individual retirement arrangements distributions amount $3,326,000
Number of returns with taxable pensions and annuities 60
Taxable pensions and annuities amount $3,834,000
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 $1,469,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $12,290,000
Number of returns with total statutory adjustments 60
Total statutory adjustments amount $1,415,000
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 30
Self-employment health insurance deduction amount $256,000
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 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 150
Total itemized deductions amount $6,675,000
Amount of AGI for itemized returns $63,285,000
Number of returns with State and local income taxes 150
State and local income taxes amount $3,079,000
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 130
Real estate taxes amount $616,000
Number of returns with taxes paid 150
Taxes paid amount $3,715,000
Number of returns with mortgage interest paid 80
Mortgage interest paid amount $680,000
Number of returns with contributions 130
Contributions amount $1,959,000
Number of returns with taxable income 170
Taxable income amount $64,532,000
Number of returns with income tax before credits 170
Income tax before credits amount $17,497,000
Number of returns with alternative minimum tax 80
Alternative minimum tax amount $391,000
Number of returns with total tax credits 80
Total tax credits amount $104,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $20,000
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 50
Self-employment tax amount $616,000
Number of returns with total tax payments 170
Total tax payments amount $16,357,000
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 170
Income tax amount [10] $17,228,000
Number of returns with tax liability 170
Total tax liability amount [11] $18,288,000
Number of returns with net investment income tax 100
Net investment income tax $240,000
Number of returns with tax due at time of filing 90
Tax due at time of filing amount [12] $3,190,000
Number of returns with overpayments refunded 60
Overpayments refunded amount [13] $608,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $619,000

[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.