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ZIP Code Database - Facts & Stats

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ZIP Code 48097 Income Tax Stats

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

ZIP Code 48097 Data

Zip Code:48097
City:Yale
State:MI [Michigan]
Counties: SAINT CLAIR, MI
City Alias(es):Yale
Area Code:810
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


48097 Income Tax Overview

Total Number of Tax Returns for ZIP Code 48097 [1] 2,410
Total Number of Single Tax Returns for ZIP Code 48097 1,000
Total Number of Joint Tax Returns for ZIP Code 48097 1,030
Total Number of Dependents for ZIP Code 48097 1,440
Total Adjusted Gross Income for ZIP Code 48097 $116,392,000
Average Income per Person for ZIP Code 48097 $21,166
Average Income per Household for ZIP Code 48097 $48,295

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 930
Number of single returns 670
Number of joint returns 140
Number of head of household returns 110
Number of returns with paid preparer's signature 490
Number of exemptions 1,140
Number of dependents 280
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] 100
Number of elderly returns [4] 260
Adjust gross income (AGI) [5] $10,730,000
Number of returns with total income 930
Salaries and wages amount $10,941,000
Number of returns with salaries and wages 660
Salaries and wages amount $7,363
Number of returns with taxable interest 190
Taxable interest amount $67
Number of returns with ordinary dividends 70
Ordinary dividends amount $84,000
Number of returns with qualified dividends 60
Qualified dividends amount [6] $54
Number of returns with state and local income tax refunds 0
State and local income tax refunds amount $0
Number of returns with business or professional net income (less loss) 110
Business or professional net income (less loss) amount $884,000
Number of returns with net capital gain (less loss) 70
Net capital gain (less loss) amount $142,000
Number of returns with taxable individual retirement arrangements distributions 80
Taxable individual retirement arrangements distributions amount $405,000
Number of returns with taxable pensions and annuities 190
Taxable pensions and annuities amount $1,523,000
Number of farm returns 30
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $113,000
Number of returns with taxable Social Security benefits 60
Taxable Social Security benefits amount $115,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $260,000
Number of returns with total statutory adjustments 130
Total statutory adjustments amount $211,000
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 $72,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 30
Student loan interest deduction amount $22,000
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 40
Total itemized deductions amount $555,000
Amount of AGI for itemized returns $533,000
Number of returns with State and local income taxes 0
State and local income taxes amount $0
Number of returns with State and local general sales tax 20
State and local general sales tax amount $15,000
Number of returns with real estate taxes 30
Real estate taxes amount $72,000
Number of returns with taxes paid 30
Taxes paid amount $103,000
Number of returns with mortgage interest paid 0
Mortgage interest paid amount $0
Number of returns with contributions 20
Contributions amount $47,000
Number of returns with taxable income 370
Taxable income amount $2,176,000
Number of returns with income tax before credits 380
Income tax before credits amount $233,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 90
Total tax credits amount $32,000
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 20
Nonrefundable education credit amount $15,000
Number of returns with retirement savings contribution credit 40
Retirement savings contribution credit amount $8,000
Number of returns with child tax credit 20
Child tax credit amount $7,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 100
Self-employment tax amount $150,000
Number of returns with total tax payments 780
Total tax payments amount $1,537,000
Number of returns with earned income credit 240
Earned income credit amount [8] $597,000
Number of returns with excess earned income credit 210
Excess earned income credit (refundable) amount [9] $509,000
Number of returns with additional child tax credit 130
Additional child tax credit amount $150,000
Number of returns with refundable education credit 30
Refundable education credit amount $26,000
Number of returns with income tax 330
Income tax amount [10] $201,000
Number of returns with tax liability 420
Total tax liability amount [11] $365,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 70
Tax due at time of filing amount [12] $63,000
Number of returns with overpayments refunded 740
Overpayments refunded amount [13] $1,229,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 570
Number of single returns 250
Number of joint returns 230
Number of head of household returns 80
Number of returns with paid preparer's signature 330
Number of exemptions 1,200
Number of dependents 400
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] 130
Adjust gross income (AGI) [5] $20,614,000
Number of returns with total income 570
Salaries and wages amount $20,833,000
Number of returns with salaries and wages 480
Salaries and wages amount $16,119
Number of returns with taxable interest 130
Taxable interest amount $61
Number of returns with ordinary dividends 70
Ordinary dividends amount $108,000
Number of returns with qualified dividends 60
Qualified dividends amount [6] $55
Number of returns with state and local income tax refunds 40
State and local income tax refunds amount $15
Number of returns with business or professional net income (less loss) 60
Business or professional net income (less loss) amount $363,000
Number of returns with net capital gain (less loss) 60
Net capital gain (less loss) amount $135,000
Number of returns with taxable individual retirement arrangements distributions 60
Taxable individual retirement arrangements distributions amount $579,000
Number of returns with taxable pensions and annuities 130
Taxable pensions and annuities amount $2,327,000
Number of farm returns 20
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $153,000
Number of returns with taxable Social Security benefits 110
Taxable Social Security benefits amount $788,000
Number of returns with partnership/S-corp net income (less loss) 0
Partnership/S-corp net income (less loss) amount $0
Number of returns with total statutory adjustments 120
Total statutory adjustments amount $219,000
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 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 30
IRA payments amount $124,000
Number of returns with student loan interest deduction 60
Student loan interest deduction amount $59,000
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 90
Total itemized deductions amount $1,113,000
Amount of AGI for itemized returns $3,152,000
Number of returns with State and local income taxes 70
State and local income taxes amount $112,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $50,000
Number of returns with real estate taxes 70
Real estate taxes amount $163,000
Number of returns with taxes paid 90
Taxes paid amount $312,000
Number of returns with mortgage interest paid 70
Mortgage interest paid amount $312,000
Number of returns with contributions 60
Contributions amount $129,000
Number of returns with taxable income 550
Taxable income amount $10,059,000
Number of returns with income tax before credits 540
Income tax before credits amount $1,220,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 230
Total tax credits amount $183,000
Number of returns with foreign tax credit 20
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 30
Nonrefundable education credit amount $31,000
Number of returns with retirement savings contribution credit 100
Retirement savings contribution credit amount $21,000
Number of returns with child tax credit 130
Child tax credit amount $120,000
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 $112,000
Number of returns with total tax payments 560
Total tax payments amount $2,529,000
Number of returns with earned income credit 170
Earned income credit amount [8] $349,000
Number of returns with excess earned income credit 130
Excess earned income credit (refundable) amount [9] $268,000
Number of returns with additional child tax credit 110
Additional child tax credit amount $172,000
Number of returns with refundable education credit 40
Refundable education credit amount $39,000
Number of returns with income tax 430
Income tax amount [10] $1,037,000
Number of returns with tax liability 470
Total tax liability amount [11] $1,180,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 60
Tax due at time of filing amount [12] $71,000
Number of returns with overpayments refunded 500
Overpayments refunded amount [13] $1,409,000
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 420
Number of single returns 120
Number of joint returns 250
Number of head of household returns 60
Number of returns with paid preparer's signature 260
Number of exemptions 980
Number of dependents 320
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 40
Number of elderly returns [4] 100
Adjust gross income (AGI) [5] $25,733,000
Number of returns with total income 420
Salaries and wages amount $25,999,000
Number of returns with salaries and wages 360
Salaries and wages amount $20,046
Number of returns with taxable interest 110
Taxable interest amount $114
Number of returns with ordinary dividends 50
Ordinary dividends amount $120,000
Number of returns with qualified dividends 40
Qualified dividends amount [6] $106
Number of returns with state and local income tax refunds 60
State and local income tax refunds amount $20
Number of returns with business or professional net income (less loss) 70
Business or professional net income (less loss) amount $663,000
Number of returns with net capital gain (less loss) 40
Net capital gain (less loss) amount $190,000
Number of returns with taxable individual retirement arrangements distributions 50
Taxable individual retirement arrangements distributions amount $488,000
Number of returns with taxable pensions and annuities 110
Taxable pensions and annuities amount $2,608,000
Number of farm returns 30
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $116,000
Number of returns with taxable Social Security benefits 100
Taxable Social Security benefits amount $1,321,000
Number of returns with partnership/S-corp net income (less loss) 20
Partnership/S-corp net income (less loss) amount $245,000
Number of returns with total statutory adjustments 120
Total statutory adjustments amount $266,000
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 $180,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 60
Student loan interest deduction amount $59,000
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 120
Total itemized deductions amount $1,783,000
Amount of AGI for itemized returns $7,473,000
Number of returns with State and local income taxes 110
State and local income taxes amount $268,000
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 100
Real estate taxes amount $223,000
Number of returns with taxes paid 120
Taxes paid amount $539,000
Number of returns with mortgage interest paid 90
Mortgage interest paid amount $439,000
Number of returns with contributions 80
Contributions amount $183,000
Number of returns with taxable income 420
Taxable income amount $16,676,000
Number of returns with income tax before credits 420
Income tax before credits amount $2,287,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 180
Total tax credits amount $279,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $13,000
Number of returns with nonrefundable education credit 30
Nonrefundable education credit amount $39,000
Number of returns with retirement savings contribution credit 40
Retirement savings contribution credit amount $6,000
Number of returns with child tax credit 130
Child tax credit amount $205,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $24,000
Number of returns with self-employment tax 50
Self-employment tax amount $139,000
Number of returns with total tax payments 410
Total tax payments amount $2,894,000
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 20
Additional child tax credit amount $23,000
Number of returns with refundable education credit 0
Refundable education credit amount $0
Number of returns with income tax 390
Income tax amount [10] $2,008,000
Number of returns with tax liability 400
Total tax liability amount [11] $2,172,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 80
Tax due at time of filing amount [12] $193,000
Number of returns with overpayments refunded 330
Overpayments refunded amount [13] $883,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 220
Number of single returns 40
Number of joint returns 170
Number of head of household returns 0
Number of returns with paid preparer's signature 130
Number of exemptions 550
Number of dependents 170
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] 30
Number of elderly returns [4] 50
Adjust gross income (AGI) [5] $18,725,000
Number of returns with total income 220
Salaries and wages amount $18,914,000
Number of returns with salaries and wages 190
Salaries and wages amount $14,509
Number of returns with taxable interest 70
Taxable interest amount $106
Number of returns with ordinary dividends 40
Ordinary dividends amount $184,000
Number of returns with qualified dividends 40
Qualified dividends amount [6] $125
Number of returns with state and local income tax refunds 50
State and local income tax refunds amount $29
Number of returns with business or professional net income (less loss) 40
Business or professional net income (less loss) amount $431,000
Number of returns with net capital gain (less loss) 40
Net capital gain (less loss) amount $346,000
Number of returns with taxable individual retirement arrangements distributions 40
Taxable individual retirement arrangements distributions amount $518,000
Number of returns with taxable pensions and annuities 60
Taxable pensions and annuities amount $1,510,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $62,000
Number of returns with taxable Social Security benefits 50
Taxable Social Security benefits amount $931,000
Number of returns with partnership/S-corp net income (less loss) 0
Partnership/S-corp net income (less loss) amount $0
Number of returns with total statutory adjustments 70
Total statutory adjustments amount $189,000
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 0
IRA payments amount $0
Number of returns with student loan interest deduction 30
Student loan interest deduction amount $37,000
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 80
Total itemized deductions amount $1,591,000
Amount of AGI for itemized returns $6,738,000
Number of returns with State and local income taxes 70
State and local income taxes amount $249,000
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 70
Real estate taxes amount $168,000
Number of returns with taxes paid 80
Taxes paid amount $451,000
Number of returns with mortgage interest paid 70
Mortgage interest paid amount $397,000
Number of returns with contributions 60
Contributions amount $143,000
Number of returns with taxable income 220
Taxable income amount $13,205,000
Number of returns with income tax before credits 220
Income tax before credits amount $1,907,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 100
Total tax credits amount $186,000
Number of returns with foreign tax credit 20
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 20
Child and dependent care credit amount $11,000
Number of returns with nonrefundable education credit 30
Nonrefundable education credit amount $36,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 70
Child tax credit amount $115,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 30
Self-employment tax amount $86,000
Number of returns with total tax payments 220
Total tax payments amount $2,239,000
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 30
Refundable education credit amount $23,000
Number of returns with income tax 210
Income tax amount [10] $1,721,000
Number of returns with tax liability 210
Total tax liability amount [11] $1,830,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 60
Tax due at time of filing amount [12] $134,000
Number of returns with overpayments refunded 150
Overpayments refunded amount [13] $527,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $82,000

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

Number of returns 240
Number of single returns 20
Number of joint returns 210
Number of head of household returns 0
Number of returns with paid preparer's signature 150
Number of exemptions 690
Number of dependents 240
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] 80
Adjust gross income (AGI) [5] $29,677,000
Number of returns with total income 240
Salaries and wages amount $30,222,000
Number of returns with salaries and wages 220
Salaries and wages amount $24,101
Number of returns with taxable interest 110
Taxable interest amount $78
Number of returns with ordinary dividends 70
Ordinary dividends amount $236,000
Number of returns with qualified dividends 60
Qualified dividends amount [6] $172
Number of returns with state and local income tax refunds 120
State and local income tax refunds amount $67
Number of returns with business or professional net income (less loss) 40
Business or professional net income (less loss) amount $602,000
Number of returns with net capital gain (less loss) 50
Net capital gain (less loss) amount $709,000
Number of returns with taxable individual retirement arrangements distributions 40
Taxable individual retirement arrangements distributions amount $987,000
Number of returns with taxable pensions and annuities 80
Taxable pensions and annuities amount $2,726,000
Number of farm returns 20
Number of returns with unemployment compensation 20
Unemployment compensation amount [7] $53,000
Number of returns with taxable Social Security benefits 50
Taxable Social Security benefits amount $1,168,000
Number of returns with partnership/S-corp net income (less loss) 20
Partnership/S-corp net income (less loss) amount $1,025,000
Number of returns with total statutory adjustments 90
Total statutory adjustments amount $545,000
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 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 30
Student loan interest deduction amount $37,000
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 150
Total itemized deductions amount $3,200,000
Amount of AGI for itemized returns $19,922,000
Number of returns with State and local income taxes 140
State and local income taxes amount $765,000
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 150
Real estate taxes amount $450,000
Number of returns with taxes paid 150
Taxes paid amount $1,332,000
Number of returns with mortgage interest paid 160
Mortgage interest paid amount $978,000
Number of returns with contributions 130
Contributions amount $423,000
Number of returns with taxable income 240
Taxable income amount $22,622,000
Number of returns with income tax before credits 240
Income tax before credits amount $3,731,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 110
Total tax credits amount $229,000
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 30
Nonrefundable education credit amount $58,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 60
Child tax credit amount $91,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 30
Self-employment tax amount $210,000
Number of returns with total tax payments 230
Total tax payments amount $4,099,000
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 30
Refundable education credit amount $31,000
Number of returns with income tax 230
Income tax amount [10] $3,508,000
Number of returns with tax liability 240
Total tax liability amount [11] $3,654,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 80
Tax due at time of filing amount [12] $639,000
Number of returns with overpayments refunded 180
Overpayments refunded amount [13] $807,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

Adjusted Gross Income: $200,000 or more

Number of returns 30
Number of single returns 0
Number of joint returns 30
Number of head of household returns 0
Number of returns with paid preparer's signature 30
Number of exemptions 90
Number of dependents 30
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] 0
Adjust gross income (AGI) [5] $10,913,000
Number of returns with total income 30
Salaries and wages amount $10,913,000
Number of returns with salaries and wages 20
Salaries and wages amount $4,380
Number of returns with taxable interest 30
Taxable interest amount $54
Number of returns with ordinary dividends 0
Ordinary dividends amount $0
Number of returns with qualified dividends 0
Qualified dividends amount [6] $0
Number of returns with state and local income tax refunds 0
State and local income tax refunds amount $0
Number of returns with business or professional net income (less loss) 0
Business or professional net income (less loss) amount $0
Number of returns with net capital gain (less loss) 0
Net capital gain (less loss) amount $0
Number of returns with taxable individual retirement arrangements distributions 0
Taxable individual retirement arrangements distributions amount $0
Number of returns with taxable pensions and annuities 0
Taxable pensions and annuities amount $0
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 0
Taxable Social Security benefits amount $0
Number of returns with partnership/S-corp net income (less loss) 0
Partnership/S-corp net income (less loss) amount $0
Number of returns with total statutory adjustments 0
Total statutory adjustments amount $0
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 0
Self-employment health insurance deduction amount $0
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 30
Total itemized deductions amount $1,018,000
Amount of AGI for itemized returns $7,530,000
Number of returns with State and local income taxes 30
State and local income taxes amount $343,000
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 20
Real estate taxes amount $120,000
Number of returns with taxes paid 30
Taxes paid amount $475,000
Number of returns with mortgage interest paid 0
Mortgage interest paid amount $0
Number of returns with contributions 20
Contributions amount $333,000
Number of returns with taxable income 30
Taxable income amount $9,516,000
Number of returns with income tax before credits 30
Income tax before credits amount $2,510,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 0
Total tax credits amount $0
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 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 0
Self-employment tax amount $0
Number of returns with total tax payments 30
Total tax payments amount $2,199,000
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 30
Income tax amount [10] $2,500,000
Number of returns with tax liability 30
Total tax liability amount [11] $2,631,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 0
Tax due at time of filing amount [12] $0
Number of returns with overpayments refunded 0
Overpayments refunded amount [13] $0
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

[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.