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ZIP Code Database - Facts & Stats

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ZIP Code 48060 Income Tax Stats

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

ZIP Code 48060 Data

Zip Code:48060
City:Port Huron
State:MI [Michigan]
Counties: SAINT CLAIR, MI
City Alias(es):Port Huron
Area Code:810
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


48060 Income Tax Overview

Total Number of Tax Returns for ZIP Code 48060 [1] 17,720
Total Number of Single Tax Returns for ZIP Code 48060 5,150
Total Number of Joint Tax Returns for ZIP Code 48060 5,290
Total Number of Dependents for ZIP Code 48060 10,340
Total Adjusted Gross Income for ZIP Code 48060 $728,463,000
Average Income per Person for ZIP Code 48060 $17,841
Average Income per Household for ZIP Code 48060 $41,110

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 8,660
Number of single returns 5,760
Number of joint returns 990
Number of head of household returns 1,810
Number of returns with paid preparer's signature 4,150
Number of exemptions 13,140
Number of dependents 4,500
Total number of volunteer prepared returns [5] 260
Number of volunteer income tax assistance (VITA) prepared returns [3] 100
Number of tax counseling for the elderly (TCE) prepared returns [3] 170
Number of volunteer prepared returns with Earned Income Credit 60
Number of refund anticipation check returns [3] 1,830
Number of elderly returns [4] 1,930
Adjust gross income (AGI) [5] $103,351,000
Number of returns with total income 8,660
Salaries and wages amount $104,547,000
Number of returns with salaries and wages 6,620
Salaries and wages amount $79,505
Number of returns with taxable interest 1,270
Taxable interest amount $510
Number of returns with ordinary dividends 550
Ordinary dividends amount $959,000
Number of returns with qualified dividends 500
Qualified dividends amount [6] $663
Number of returns with state and local income tax refunds 110
State and local income tax refunds amount $38
Number of returns with business or professional net income (less loss) 1,040
Business or professional net income (less loss) amount $7,157,000
Number of returns with net capital gain (less loss) 500
Net capital gain (less loss) amount $211,000
Number of returns with taxable individual retirement arrangements distributions 510
Taxable individual retirement arrangements distributions amount $2,695,000
Number of returns with taxable pensions and annuities 1,330
Taxable pensions and annuities amount $11,380,000
Number of farm returns 0
Number of returns with unemployment compensation 340
Unemployment compensation amount [7] $1,007,000
Number of returns with taxable Social Security benefits 400
Taxable Social Security benefits amount $733,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $92,000
Number of returns with total statutory adjustments 1,160
Total statutory adjustments amount $1,196,000
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 $128,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 250
Student loan interest deduction amount $199,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $117,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 300
Total itemized deductions amount $4,475,000
Amount of AGI for itemized returns $4,382,000
Number of returns with State and local income taxes 130
State and local income taxes amount $140,000
Number of returns with State and local general sales tax 150
State and local general sales tax amount $77,000
Number of returns with real estate taxes 240
Real estate taxes amount $486,000
Number of returns with taxes paid 300
Taxes paid amount $754,000
Number of returns with mortgage interest paid 140
Mortgage interest paid amount $544,000
Number of returns with contributions 210
Contributions amount $467,000
Number of returns with taxable income 3,360
Taxable income amount $20,040,000
Number of returns with income tax before credits 3,340
Income tax before credits amount $2,128,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 930
Total tax credits amount $276,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $15,000
Number of returns with nonrefundable education credit 170
Nonrefundable education credit amount $94,000
Number of returns with retirement savings contribution credit 430
Retirement savings contribution credit amount $67,000
Number of returns with child tax credit 270
Child tax credit amount $90,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 880
Self-employment tax amount $1,166,000
Number of returns with total tax payments 7,690
Total tax payments amount $19,342,000
Number of returns with earned income credit 3,520
Earned income credit amount [8] $9,388,000
Number of returns with excess earned income credit 3,210
Excess earned income credit (refundable) amount [9] $8,479,000
Number of returns with additional child tax credit 2,050
Additional child tax credit amount $2,477,000
Number of returns with refundable education credit 280
Refundable education credit amount $237,000
Number of returns with income tax 2,800
Income tax amount [10] $1,852,000
Number of returns with tax liability 3,740
Total tax liability amount [11] $3,197,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 470
Tax due at time of filing amount [12] $325,000
Number of returns with overpayments refunded 7,320
Overpayments refunded amount [13] $16,358,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $56,000

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

Number of returns 4,450
Number of single returns 2,290
Number of joint returns 1,200
Number of head of household returns 860
Number of returns with paid preparer's signature 2,350
Number of exemptions 8,430
Number of dependents 2,790
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] 890
Number of elderly returns [4] 950
Adjust gross income (AGI) [5] $157,392,000
Number of returns with total income 4,450
Salaries and wages amount $158,667,000
Number of returns with salaries and wages 3,900
Salaries and wages amount $129,530
Number of returns with taxable interest 740
Taxable interest amount $424
Number of returns with ordinary dividends 410
Ordinary dividends amount $1,060,000
Number of returns with qualified dividends 390
Qualified dividends amount [6] $765
Number of returns with state and local income tax refunds 290
State and local income tax refunds amount $99
Number of returns with business or professional net income (less loss) 370
Business or professional net income (less loss) amount $2,694,000
Number of returns with net capital gain (less loss) 350
Net capital gain (less loss) amount $743,000
Number of returns with taxable individual retirement arrangements distributions 340
Taxable individual retirement arrangements distributions amount $3,157,000
Number of returns with taxable pensions and annuities 820
Taxable pensions and annuities amount $14,177,000
Number of farm returns 0
Number of returns with unemployment compensation 390
Unemployment compensation amount [7] $1,013,000
Number of returns with taxable Social Security benefits 790
Taxable Social Security benefits amount $5,200,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount ($48,000)
Number of returns with total statutory adjustments 790
Total statutory adjustments amount $1,275,000
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 40
Self-employment health insurance deduction amount $171,000
Number of returns with IRA payments 80
IRA payments amount $249,000
Number of returns with student loan interest deduction 450
Student loan interest deduction amount $418,000
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 580
Total itemized deductions amount $7,966,000
Amount of AGI for itemized returns $21,781,000
Number of returns with State and local income taxes 460
State and local income taxes amount $913,000
Number of returns with State and local general sales tax 110
State and local general sales tax amount $103,000
Number of returns with real estate taxes 470
Real estate taxes amount $1,066,000
Number of returns with taxes paid 580
Taxes paid amount $2,208,000
Number of returns with mortgage interest paid 380
Mortgage interest paid amount $1,572,000
Number of returns with contributions 400
Contributions amount $899,000
Number of returns with taxable income 4,280
Taxable income amount $81,503,000
Number of returns with income tax before credits 4,250
Income tax before credits amount $9,967,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,750
Total tax credits amount $1,395,000
Number of returns with foreign tax credit 110
Foreign tax credit amount $17,000
Number of returns with child and dependent care credit 120
Child and dependent care credit amount $64,000
Number of returns with nonrefundable education credit 210
Nonrefundable education credit amount $224,000
Number of returns with retirement savings contribution credit 790
Retirement savings contribution credit amount $144,000
Number of returns with child tax credit 970
Child tax credit amount $912,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $20,000
Number of returns with self-employment tax 260
Self-employment tax amount $562,000
Number of returns with total tax payments 4,370
Total tax payments amount $19,075,000
Number of returns with earned income credit 1,140
Earned income credit amount [8] $2,659,000
Number of returns with excess earned income credit 970
Excess earned income credit (refundable) amount [9] $2,342,000
Number of returns with additional child tax credit 790
Additional child tax credit amount $1,183,000
Number of returns with refundable education credit 150
Refundable education credit amount $132,000
Number of returns with income tax 3,560
Income tax amount [10] $8,572,000
Number of returns with tax liability 3,700
Total tax liability amount [11] $9,318,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 530
Tax due at time of filing amount [12] $663,000
Number of returns with overpayments refunded 3,860
Overpayments refunded amount [13] $10,280,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $77,000

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

Number of returns 2,060
Number of single returns 730
Number of joint returns 1,080
Number of head of household returns 210
Number of returns with paid preparer's signature 1,210
Number of exemptions 4,440
Number of dependents 1,300
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] 270
Number of elderly returns [4] 610
Adjust gross income (AGI) [5] $126,122,000
Number of returns with total income 2,060
Salaries and wages amount $127,079,000
Number of returns with salaries and wages 1,720
Salaries and wages amount $94,924
Number of returns with taxable interest 580
Taxable interest amount $357
Number of returns with ordinary dividends 350
Ordinary dividends amount $1,074,000
Number of returns with qualified dividends 330
Qualified dividends amount [6] $795
Number of returns with state and local income tax refunds 310
State and local income tax refunds amount $107
Number of returns with business or professional net income (less loss) 230
Business or professional net income (less loss) amount $1,957,000
Number of returns with net capital gain (less loss) 290
Net capital gain (less loss) amount $880,000
Number of returns with taxable individual retirement arrangements distributions 290
Taxable individual retirement arrangements distributions amount $3,712,000
Number of returns with taxable pensions and annuities 580
Taxable pensions and annuities amount $14,409,000
Number of farm returns 0
Number of returns with unemployment compensation 150
Unemployment compensation amount [7] $378,000
Number of returns with taxable Social Security benefits 540
Taxable Social Security benefits amount $8,315,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $261,000
Number of returns with total statutory adjustments 500
Total statutory adjustments amount $957,000
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 40
Self-employment health insurance deduction amount $270,000
Number of returns with IRA payments 30
IRA payments amount $104,000
Number of returns with student loan interest deduction 280
Student loan interest deduction amount $297,000
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 550
Total itemized deductions amount $8,372,000
Amount of AGI for itemized returns $34,070,000
Number of returns with State and local income taxes 480
State and local income taxes amount $1,314,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $76,000
Number of returns with real estate taxes 490
Real estate taxes amount $1,229,000
Number of returns with taxes paid 550
Taxes paid amount $2,758,000
Number of returns with mortgage interest paid 410
Mortgage interest paid amount $1,640,000
Number of returns with contributions 420
Contributions amount $1,279,000
Number of returns with taxable income 2,050
Taxable income amount $83,705,000
Number of returns with income tax before credits 2,050
Income tax before credits amount $11,642,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 850
Total tax credits amount $1,107,000
Number of returns with foreign tax credit 120
Foreign tax credit amount $35,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $40,000
Number of returns with nonrefundable education credit 140
Nonrefundable education credit amount $179,000
Number of returns with retirement savings contribution credit 210
Retirement savings contribution credit amount $30,000
Number of returns with child tax credit 520
Child tax credit amount $793,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $26,000
Number of returns with self-employment tax 160
Self-employment tax amount $371,000
Number of returns with total tax payments 2,040
Total tax payments amount $14,367,000
Number of returns with earned income credit 20
Earned income credit amount [8] $10,000
Number of returns with excess earned income credit 20
Excess earned income credit (refundable) amount [9] $10,000
Number of returns with additional child tax credit 90
Additional child tax credit amount $137,000
Number of returns with refundable education credit 100
Refundable education credit amount $98,000
Number of returns with income tax 1,960
Income tax amount [10] $10,535,000
Number of returns with tax liability 1,980
Total tax liability amount [11] $11,022,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 440
Tax due at time of filing amount [12] $774,000
Number of returns with overpayments refunded 1,580
Overpayments refunded amount [13] $4,044,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $42,000

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

Number of returns 1,130
Number of single returns 210
Number of joint returns 850
Number of head of household returns 70
Number of returns with paid preparer's signature 680
Number of exemptions 2,740
Number of dependents 750
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] 380
Adjust gross income (AGI) [5] $97,740,000
Number of returns with total income 1,130
Salaries and wages amount $98,499,000
Number of returns with salaries and wages 980
Salaries and wages amount $73,218
Number of returns with taxable interest 430
Taxable interest amount $290
Number of returns with ordinary dividends 270
Ordinary dividends amount $1,003,000
Number of returns with qualified dividends 250
Qualified dividends amount [6] $770
Number of returns with state and local income tax refunds 300
State and local income tax refunds amount $150
Number of returns with business or professional net income (less loss) 140
Business or professional net income (less loss) amount $1,069,000
Number of returns with net capital gain (less loss) 230
Net capital gain (less loss) amount $992,000
Number of returns with taxable individual retirement arrangements distributions 210
Taxable individual retirement arrangements distributions amount $3,873,000
Number of returns with taxable pensions and annuities 360
Taxable pensions and annuities amount $9,978,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $222,000
Number of returns with taxable Social Security benefits 320
Taxable Social Security benefits amount $6,652,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $438,000
Number of returns with total statutory adjustments 300
Total statutory adjustments amount $759,000
Number of returns with educator expenses 40
Educator expenses amount $9,000
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $486,000
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 $75,000
Number of returns with student loan interest deduction 180
Student loan interest deduction amount $205,000
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 420
Total itemized deductions amount $7,703,000
Amount of AGI for itemized returns $36,598,000
Number of returns with State and local income taxes 390
State and local income taxes amount $1,534,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $54,000
Number of returns with real estate taxes 400
Real estate taxes amount $1,124,000
Number of returns with taxes paid 420
Taxes paid amount $2,850,000
Number of returns with mortgage interest paid 330
Mortgage interest paid amount $1,772,000
Number of returns with contributions 340
Contributions amount $1,056,000
Number of returns with taxable income 1,130
Taxable income amount $70,294,000
Number of returns with income tax before credits 1,130
Income tax before credits amount $10,214,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 460
Total tax credits amount $705,000
Number of returns with foreign tax credit 100
Foreign tax credit amount $47,000
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 110
Nonrefundable education credit amount $139,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 270
Child tax credit amount $467,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $11,000
Number of returns with self-employment tax 90
Self-employment tax amount $263,000
Number of returns with total tax payments 1,130
Total tax payments amount $11,902,000
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 $76,000
Number of returns with income tax 1,130
Income tax amount [10] $9,508,000
Number of returns with tax liability 1,130
Total tax liability amount [11] $9,830,000
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] $559,000
Number of returns with overpayments refunded 830
Overpayments refunded amount [13] $2,568,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $57,000

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

Number of returns 1,210
Number of single returns 170
Number of joint returns 1,000
Number of head of household returns 40
Number of returns with paid preparer's signature 830
Number of exemptions 3,060
Number of dependents 850
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] 60
Number of elderly returns [4] 440
Adjust gross income (AGI) [5] $155,688,000
Number of returns with total income 1,210
Salaries and wages amount $157,320,000
Number of returns with salaries and wages 1,030
Salaries and wages amount $108,800
Number of returns with taxable interest 600
Taxable interest amount $1,144
Number of returns with ordinary dividends 410
Ordinary dividends amount $2,948,000
Number of returns with qualified dividends 390
Qualified dividends amount [6] $2,279
Number of returns with state and local income tax refunds 510
State and local income tax refunds amount $338
Number of returns with business or professional net income (less loss) 220
Business or professional net income (less loss) amount $3,612,000
Number of returns with net capital gain (less loss) 350
Net capital gain (less loss) amount $3,492,000
Number of returns with taxable individual retirement arrangements distributions 270
Taxable individual retirement arrangements distributions amount $6,719,000
Number of returns with taxable pensions and annuities 470
Taxable pensions and annuities amount $17,870,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $181,000
Number of returns with taxable Social Security benefits 350
Taxable Social Security benefits amount $8,654,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $1,620,000
Number of returns with total statutory adjustments 410
Total statutory adjustments amount $1,632,000
Number of returns with educator expenses 90
Educator expenses amount $24,000
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 $304,000
Number of returns with IRA payments 40
IRA payments amount $255,000
Number of returns with student loan interest deduction 170
Student loan interest deduction amount $207,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $40,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 770
Total itemized deductions amount $17,405,000
Amount of AGI for itemized returns $102,440,000
Number of returns with State and local income taxes 730
State and local income taxes amount $4,303,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $92,000
Number of returns with real estate taxes 730
Real estate taxes amount $2,653,000
Number of returns with taxes paid 770
Taxes paid amount $7,383,000
Number of returns with mortgage interest paid 620
Mortgage interest paid amount $3,552,000
Number of returns with contributions 680
Contributions amount $2,772,000
Number of returns with taxable income 1,210
Taxable income amount $120,327,000
Number of returns with income tax before credits 1,210
Income tax before credits amount $20,308,000
Number of returns with alternative minimum tax 20
Alternative minimum tax amount $42,000
Number of returns with total tax credits 500
Total tax credits amount $595,000
Number of returns with foreign tax credit 170
Foreign tax credit amount $26,000
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 110
Nonrefundable education credit amount $157,000
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 $310,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $15,000
Number of returns with self-employment tax 140
Self-employment tax amount $594,000
Number of returns with total tax payments 1,200
Total tax payments amount $21,800,000
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 100
Refundable education credit amount $92,000
Number of returns with income tax 1,200
Income tax amount [10] $19,713,000
Number of returns with tax liability 1,200
Total tax liability amount [11] $20,464,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 420
Tax due at time of filing amount [12] $1,558,000
Number of returns with overpayments refunded 740
Overpayments refunded amount [13] $2,658,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $219,000

Adjusted Gross Income: $200,000 or more

Number of returns 210
Number of single returns 30
Number of joint returns 170
Number of head of household returns 0
Number of returns with paid preparer's signature 180
Number of exemptions 540
Number of dependents 150
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] $88,170,000
Number of returns with total income 210
Salaries and wages amount $89,734,000
Number of returns with salaries and wages 180
Salaries and wages amount $41,901
Number of returns with taxable interest 160
Taxable interest amount $1,105
Number of returns with ordinary dividends 130
Ordinary dividends amount $4,554,000
Number of returns with qualified dividends 130
Qualified dividends amount [6] $3,712
Number of returns with state and local income tax refunds 110
State and local income tax refunds amount $250
Number of returns with business or professional net income (less loss) 60
Business or professional net income (less loss) amount $5,228,000
Number of returns with net capital gain (less loss) 140
Net capital gain (less loss) amount $12,734,000
Number of returns with taxable individual retirement arrangements distributions 50
Taxable individual retirement arrangements distributions amount $3,269,000
Number of returns with taxable pensions and annuities 70
Taxable pensions and annuities amount $3,227,000
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 $1,777,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $12,022,000
Number of returns with total statutory adjustments 80
Total statutory adjustments amount $1,564,000
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 20
Self-employment health insurance deduction amount $241,000
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 200
Total itemized deductions amount $11,766,000
Amount of AGI for itemized returns $82,872,000
Number of returns with State and local income taxes 200
State and local income taxes amount $6,598,000
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 $1,565,000
Number of returns with taxes paid 200
Taxes paid amount $8,279,000
Number of returns with mortgage interest paid 130
Mortgage interest paid amount $1,130,000
Number of returns with contributions 190
Contributions amount $1,762,000
Number of returns with taxable income 210
Taxable income amount $74,748,000
Number of returns with income tax before credits 210
Income tax before credits amount $19,580,000
Number of returns with alternative minimum tax 110
Alternative minimum tax amount $845,000
Number of returns with total tax credits 100
Total tax credits amount $220,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $176,000
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 40
Self-employment tax amount $420,000
Number of returns with total tax payments 210
Total tax payments amount $20,193,000
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 210
Income tax amount [10] $18,417,000
Number of returns with tax liability 210
Total tax liability amount [11] $19,445,000
Number of returns with net investment income tax 110
Net investment income tax $453,000
Number of returns with tax due at time of filing 100
Tax due at time of filing amount [12] $2,687,000
Number of returns with overpayments refunded 80
Overpayments refunded amount [13] $734,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $1,731,000

[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.