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ZIP Code Database - Facts & Stats

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ZIP Code 48509 Income Tax Stats

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

ZIP Code 48509 Data

Zip Code:48509
City:Burton
State:MI [Michigan]
Counties: GENESEE, MI
City Alias(es):Burton
Area Code:810
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


48509 Income Tax Overview

Total Number of Tax Returns for ZIP Code 48509 [1] 4,900
Total Number of Single Tax Returns for ZIP Code 48509 1,760
Total Number of Joint Tax Returns for ZIP Code 48509 1,800
Total Number of Dependents for ZIP Code 48509 2,400
Total Adjusted Gross Income for ZIP Code 48509 $222,590,000
Average Income per Person for ZIP Code 48509 $23,505
Average Income per Household for ZIP Code 48509 $45,427

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 1,950
Number of single returns 1,360
Number of joint returns 280
Number of head of household returns 290
Number of returns with paid preparer's signature 1,040
Number of exemptions 2,690
Number of dependents 730
Total number of volunteer prepared returns [5] 50
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 50
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 270
Number of elderly returns [4] 600
Adjust gross income (AGI) [5] $24,868,000
Number of returns with total income 1,950
Salaries and wages amount $25,181,000
Number of returns with salaries and wages 1,300
Salaries and wages amount $16,123
Number of returns with taxable interest 350
Taxable interest amount $163
Number of returns with ordinary dividends 150
Ordinary dividends amount $180,000
Number of returns with qualified dividends 130
Qualified dividends amount [6] $117
Number of returns with state and local income tax refunds 20
State and local income tax refunds amount $5
Number of returns with business or professional net income (less loss) 280
Business or professional net income (less loss) amount $1,641,000
Number of returns with net capital gain (less loss) 130
Net capital gain (less loss) amount $5,000
Number of returns with taxable individual retirement arrangements distributions 100
Taxable individual retirement arrangements distributions amount $485,000
Number of returns with taxable pensions and annuities 500
Taxable pensions and annuities amount $5,922,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $189,000
Number of returns with taxable Social Security benefits 200
Taxable Social Security benefits amount $328,000
Number of returns with partnership/S-corp net income (less loss) 20
Partnership/S-corp net income (less loss) amount $82,000
Number of returns with total statutory adjustments 310
Total statutory adjustments amount $313,000
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 60
Student loan interest deduction amount $45,000
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 $1,112,000
Amount of AGI for itemized returns $1,351,000
Number of returns with State and local income taxes 20
State and local income taxes amount $15,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $24,000
Number of returns with real estate taxes 70
Real estate taxes amount $158,000
Number of returns with taxes paid 80
Taxes paid amount $221,000
Number of returns with mortgage interest paid 40
Mortgage interest paid amount $173,000
Number of returns with contributions 60
Contributions amount $123,000
Number of returns with taxable income 860
Taxable income amount $5,142,000
Number of returns with income tax before credits 860
Income tax before credits amount $542,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 190
Total tax credits amount $60,000
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 40
Nonrefundable education credit amount $21,000
Number of returns with retirement savings contribution credit 80
Retirement savings contribution credit amount $12,000
Number of returns with child tax credit 60
Child tax credit amount $24,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 230
Self-employment tax amount $284,000
Number of returns with total tax payments 1,730
Total tax payments amount $3,930,000
Number of returns with earned income credit 660
Earned income credit amount [8] $1,593,000
Number of returns with excess earned income credit 550
Excess earned income credit (refundable) amount [9] $1,418,000
Number of returns with additional child tax credit 330
Additional child tax credit amount $418,000
Number of returns with refundable education credit 60
Refundable education credit amount $55,000
Number of returns with income tax 740
Income tax amount [10] $482,000
Number of returns with tax liability 970
Total tax liability amount [11] $800,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 160
Tax due at time of filing amount [12] $115,000
Number of returns with overpayments refunded 1,620
Overpayments refunded amount [13] $3,241,000
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 1,340
Number of single returns 680
Number of joint returns 420
Number of head of household returns 210
Number of returns with paid preparer's signature 780
Number of exemptions 2,400
Number of dependents 650
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] 160
Number of elderly returns [4] 420
Adjust gross income (AGI) [5] $48,656,000
Number of returns with total income 1,340
Salaries and wages amount $49,053,000
Number of returns with salaries and wages 1,070
Salaries and wages amount $33,534
Number of returns with taxable interest 290
Taxable interest amount $203
Number of returns with ordinary dividends 160
Ordinary dividends amount $375,000
Number of returns with qualified dividends 150
Qualified dividends amount [6] $250
Number of returns with state and local income tax refunds 110
State and local income tax refunds amount $31
Number of returns with business or professional net income (less loss) 150
Business or professional net income (less loss) amount $1,070,000
Number of returns with net capital gain (less loss) 130
Net capital gain (less loss) amount $94,000
Number of returns with taxable individual retirement arrangements distributions 150
Taxable individual retirement arrangements distributions amount $1,362,000
Number of returns with taxable pensions and annuities 430
Taxable pensions and annuities amount $9,013,000
Number of farm returns 0
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $342,000
Number of returns with taxable Social Security benefits 370
Taxable Social Security benefits amount $2,570,000
Number of returns with partnership/S-corp net income (less loss) 20
Partnership/S-corp net income (less loss) amount $174,000
Number of returns with total statutory adjustments 250
Total statutory adjustments amount $397,000
Number of returns with educator expenses 30
Educator expenses amount $7,000
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 $201,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 130
Student loan interest deduction amount $138,000
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 230
Total itemized deductions amount $3,220,000
Amount of AGI for itemized returns $8,699,000
Number of returns with State and local income taxes 170
State and local income taxes amount $270,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $57,000
Number of returns with real estate taxes 190
Real estate taxes amount $414,000
Number of returns with taxes paid 230
Taxes paid amount $800,000
Number of returns with mortgage interest paid 150
Mortgage interest paid amount $600,000
Number of returns with contributions 180
Contributions amount $360,000
Number of returns with taxable income 1,310
Taxable income amount $25,574,000
Number of returns with income tax before credits 1,300
Income tax before credits amount $3,124,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 450
Total tax credits amount $370,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $23,000
Number of returns with nonrefundable education credit 60
Nonrefundable education credit amount $65,000
Number of returns with retirement savings contribution credit 180
Retirement savings contribution credit amount $34,000
Number of returns with child tax credit 240
Child tax credit amount $242,000
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 $190,000
Number of returns with total tax payments 1,320
Total tax payments amount $5,576,000
Number of returns with earned income credit 280
Earned income credit amount [8] $555,000
Number of returns with excess earned income credit 230
Excess earned income credit (refundable) amount [9] $462,000
Number of returns with additional child tax credit 170
Additional child tax credit amount $250,000
Number of returns with refundable education credit 50
Refundable education credit amount $42,000
Number of returns with income tax 1,130
Income tax amount [10] $2,754,000
Number of returns with tax liability 1,180
Total tax liability amount [11] $3,042,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 180
Tax due at time of filing amount [12] $271,000
Number of returns with overpayments refunded 1,150
Overpayments refunded amount [13] $2,820,000
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 710
Number of single returns 240
Number of joint returns 380
Number of head of household returns 80
Number of returns with paid preparer's signature 460
Number of exemptions 1,490
Number of dependents 410
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] 70
Number of elderly returns [4] 230
Adjust gross income (AGI) [5] $43,362,000
Number of returns with total income 710
Salaries and wages amount $43,729,000
Number of returns with salaries and wages 590
Salaries and wages amount $31,219
Number of returns with taxable interest 230
Taxable interest amount $164
Number of returns with ordinary dividends 100
Ordinary dividends amount $317,000
Number of returns with qualified dividends 100
Qualified dividends amount [6] $184
Number of returns with state and local income tax refunds 120
State and local income tax refunds amount $48
Number of returns with business or professional net income (less loss) 90
Business or professional net income (less loss) amount $499,000
Number of returns with net capital gain (less loss) 100
Net capital gain (less loss) amount $263,000
Number of returns with taxable individual retirement arrangements distributions 90
Taxable individual retirement arrangements distributions amount $1,131,000
Number of returns with taxable pensions and annuities 240
Taxable pensions and annuities amount $6,161,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $171,000
Number of returns with taxable Social Security benefits 200
Taxable Social Security benefits amount $3,257,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $431,000
Number of returns with total statutory adjustments 180
Total statutory adjustments amount $367,000
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 40
IRA payments amount $146,000
Number of returns with student loan interest deduction 100
Student loan interest deduction amount $117,000
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 220
Total itemized deductions amount $3,302,000
Amount of AGI for itemized returns $13,742,000
Number of returns with State and local income taxes 200
State and local income taxes amount $494,000
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 200
Real estate taxes amount $433,000
Number of returns with taxes paid 220
Taxes paid amount $1,014,000
Number of returns with mortgage interest paid 170
Mortgage interest paid amount $610,000
Number of returns with contributions 180
Contributions amount $582,000
Number of returns with taxable income 710
Taxable income amount $28,591,000
Number of returns with income tax before credits 710
Income tax before credits amount $3,952,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 270
Total tax credits amount $355,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $14,000
Number of returns with nonrefundable education credit 50
Nonrefundable education credit amount $60,000
Number of returns with retirement savings contribution credit 70
Retirement savings contribution credit amount $10,000
Number of returns with child tax credit 170
Child tax credit amount $260,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $11,000
Number of returns with self-employment tax 60
Self-employment tax amount $134,000
Number of returns with total tax payments 700
Total tax payments amount $4,942,000
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 30
Additional child tax credit amount $22,000
Number of returns with refundable education credit 40
Refundable education credit amount $35,000
Number of returns with income tax 680
Income tax amount [10] $3,596,000
Number of returns with tax liability 690
Total tax liability amount [11] $3,770,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 150
Tax due at time of filing amount [12] $242,000
Number of returns with overpayments refunded 550
Overpayments refunded amount [13] $1,393,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $39,000

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

Number of returns 460
Number of single returns 90
Number of joint returns 340
Number of head of household returns 40
Number of returns with paid preparer's signature 290
Number of exemptions 1,110
Number of dependents 310
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] 150
Adjust gross income (AGI) [5] $39,391,000
Number of returns with total income 460
Salaries and wages amount $39,631,000
Number of returns with salaries and wages 390
Salaries and wages amount $28,728
Number of returns with taxable interest 170
Taxable interest amount $147
Number of returns with ordinary dividends 80
Ordinary dividends amount $376,000
Number of returns with qualified dividends 80
Qualified dividends amount [6] $249
Number of returns with state and local income tax refunds 120
State and local income tax refunds amount $57
Number of returns with business or professional net income (less loss) 60
Business or professional net income (less loss) amount $467,000
Number of returns with net capital gain (less loss) 80
Net capital gain (less loss) amount $274,000
Number of returns with taxable individual retirement arrangements distributions 80
Taxable individual retirement arrangements distributions amount $1,362,000
Number of returns with taxable pensions and annuities 160
Taxable pensions and annuities amount $5,021,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $72,000
Number of returns with taxable Social Security benefits 120
Taxable Social Security benefits amount $2,664,000
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 $240,000
Number of returns with educator expenses 30
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 20
Self-employment health insurance deduction amount $171,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 80
Student loan interest deduction amount $93,000
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 170
Total itemized deductions amount $3,084,000
Amount of AGI for itemized returns $14,739,000
Number of returns with State and local income taxes 160
State and local income taxes amount $554,000
Number of returns with State and local general sales tax 20
State and local general sales tax amount $22,000
Number of returns with real estate taxes 160
Real estate taxes amount $422,000
Number of returns with taxes paid 170
Taxes paid amount $1,045,000
Number of returns with mortgage interest paid 140
Mortgage interest paid amount $618,000
Number of returns with contributions 140
Contributions amount $523,000
Number of returns with taxable income 460
Taxable income amount $28,288,000
Number of returns with income tax before credits 460
Income tax before credits amount $4,144,000
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 $282,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $24,000
Number of returns with nonrefundable education credit 40
Nonrefundable education credit amount $53,000
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 $209,000
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 $85,000
Number of returns with total tax payments 460
Total tax payments amount $4,756,000
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 $25,000
Number of returns with income tax 460
Income tax amount [10] $3,862,000
Number of returns with tax liability 460
Total tax liability amount [11] $3,979,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 100
Tax due at time of filing amount [12] $252,000
Number of returns with overpayments refunded 350
Overpayments refunded amount [13] $1,004,000
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 390
Number of single returns 40
Number of joint returns 340
Number of head of household returns 0
Number of returns with paid preparer's signature 270
Number of exemptions 1,000
Number of dependents 270
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] 160
Adjust gross income (AGI) [5] $49,801,000
Number of returns with total income 390
Salaries and wages amount $50,123,000
Number of returns with salaries and wages 330
Salaries and wages amount $34,854
Number of returns with taxable interest 200
Taxable interest amount $220
Number of returns with ordinary dividends 110
Ordinary dividends amount $511,000
Number of returns with qualified dividends 100
Qualified dividends amount [6] $405
Number of returns with state and local income tax refunds 160
State and local income tax refunds amount $106
Number of returns with business or professional net income (less loss) 80
Business or professional net income (less loss) amount $1,940,000
Number of returns with net capital gain (less loss) 120
Net capital gain (less loss) amount $1,217,000
Number of returns with taxable individual retirement arrangements distributions 90
Taxable individual retirement arrangements distributions amount $2,358,000
Number of returns with taxable pensions and annuities 180
Taxable pensions and annuities amount $6,877,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $71,000
Number of returns with taxable Social Security benefits 130
Taxable Social Security benefits amount $3,334,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $832,000
Number of returns with total statutory adjustments 120
Total statutory adjustments amount $322,000
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 50
Student loan interest deduction amount $68,000
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 230
Total itemized deductions amount $5,200,000
Amount of AGI for itemized returns $30,764,000
Number of returns with State and local income taxes 220
State and local income taxes amount $1,258,000
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 $716,000
Number of returns with taxes paid 230
Taxes paid amount $2,079,000
Number of returns with mortgage interest paid 190
Mortgage interest paid amount $1,019,000
Number of returns with contributions 210
Contributions amount $986,000
Number of returns with taxable income 390
Taxable income amount $38,560,000
Number of returns with income tax before credits 390
Income tax before credits amount $6,480,000
Number of returns with alternative minimum tax 30
Alternative minimum tax amount $72,000
Number of returns with total tax credits 150
Total tax credits amount $185,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $8,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 40
Nonrefundable education credit amount $64,000
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 $87,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 60
Self-employment tax amount $325,000
Number of returns with total tax payments 390
Total tax payments amount $7,200,000
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 40
Refundable education credit amount $37,000
Number of returns with income tax 390
Income tax amount [10] $6,299,000
Number of returns with tax liability 390
Total tax liability amount [11] $6,523,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 120
Tax due at time of filing amount [12] $439,000
Number of returns with overpayments refunded 270
Overpayments refunded amount [13] $1,090,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $162,000

Adjusted Gross Income: $200,000 or more

Number of returns 50
Number of single returns 0
Number of joint returns 40
Number of head of household returns 0
Number of returns with paid preparer's signature 40
Number of exemptions 110
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] 20
Adjust gross income (AGI) [5] $16,512,000
Number of returns with total income 50
Salaries and wages amount $16,750,000
Number of returns with salaries and wages 40
Salaries and wages amount $7,390
Number of returns with taxable interest 40
Taxable interest amount $48
Number of returns with ordinary dividends 20
Ordinary dividends amount $337,000
Number of returns with qualified dividends 20
Qualified dividends amount [6] $166
Number of returns with state and local income tax refunds 30
State and local income tax refunds amount $20
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) 20
Partnership/S-corp net income (less loss) amount $3,414,000
Number of returns with total statutory adjustments 20
Total statutory adjustments amount $238,000
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 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 50
Total itemized deductions amount $1,577,000
Amount of AGI for itemized returns $16,309,000
Number of returns with State and local income taxes 50
State and local income taxes amount $654,000
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 40
Real estate taxes amount $215,000
Number of returns with taxes paid 50
Taxes paid amount $889,000
Number of returns with mortgage interest paid 30
Mortgage interest paid amount $182,000
Number of returns with contributions 40
Contributions amount $279,000
Number of returns with taxable income 50
Taxable income amount $14,547,000
Number of returns with income tax before credits 50
Income tax before credits amount $3,922,000
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 50
Total tax payments amount $3,793,000
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 50
Income tax amount [10] $3,910,000
Number of returns with tax liability 50
Total tax liability amount [11] $4,160,000
Number of returns with net investment income tax 20
Net investment income tax $22,000
Number of returns with tax due at time of filing 30
Tax due at time of filing amount [12] $682,000
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.