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ZIP Code Database - Facts & Stats

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ZIP Code 49464 Income Tax Stats

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

ZIP Code 49464 Data

Zip Code:49464
City:Zeeland
State:MI [Michigan]
Counties: OTTAWA, MI
City Alias(es):Zeeland
Area Code:616
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





49464 Income Tax Overview

Total Number of Tax Returns for ZIP Code 49464 [1] 13,810
Total Number of Single Tax Returns for ZIP Code 49464 6,530
Total Number of Joint Tax Returns for ZIP Code 49464 6,980
Total Number of Dependents for ZIP Code 49464 9,920
Total Adjusted Gross Income for ZIP Code 49464 $979,304,000
Average Income per Person for ZIP Code 49464 $35,636
Average Income per Household for ZIP Code 49464 $70,913

The following tables break down the 2017 Income Tax Statistics into different Gross Income levels.


Adjusted Gross Income: 1 under $25,000

Number of returns 4,230
Number of single returns 3,450
Number of joint returns 520
Number of head of household returns 240
Number of returns with paid preparer's signature 2,020
Number of exemptions 3,680
Number of dependents 650
Total number of volunteer prepared returns [5] 100
Number of volunteer income tax assistance (VITA) prepared returns [3] 40
Number of tax counseling for the elderly (TCE) prepared returns [3] 60
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 320
Number of elderly returns [4] 1,030
Adjust gross income (AGI) [5] $44,888,000
Number of returns with total income 4,230
Salaries and wages amount $45,543,000
Number of returns with salaries and wages 3,280
Salaries and wages amount $34,000
Number of returns with taxable interest 940
Taxable interest amount $443
Number of returns with ordinary dividends 620
Ordinary dividends amount $927,000
Number of returns with qualified dividends 570
Qualified dividends amount [6] $484
Number of returns with state and local income tax refunds 50
State and local income tax refunds amount $21
Number of returns with business or professional net income (less loss) 310
Business or professional net income (less loss) amount $1,944,000
Number of returns with net capital gain (less loss) 540
Net capital gain (less loss) amount $377,000
Number of returns with taxable individual retirement arrangements distributions 540
Taxable individual retirement arrangements distributions amount $3,480,000
Number of returns with taxable pensions and annuities 650
Taxable pensions and annuities amount $4,011,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $117,000
Number of returns with taxable Social Security benefits 230
Taxable Social Security benefits amount $429,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount ($131,000)
Number of returns with total statutory adjustments 480
Total statutory adjustments amount $655,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $136,000
Number of returns with IRA payments 20
IRA payments amount $49,000
Number of returns with student loan interest deduction 150
Student loan interest deduction amount $139,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $80,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 240
Total itemized deductions amount $3,749,000
Amount of AGI for itemized returns $3,288,000
Number of returns with State and local income taxes 90
State and local income taxes amount $85,000
Number of returns with State and local general sales tax 140
State and local general sales tax amount $89,000
Number of returns with real estate taxes 200
Real estate taxes amount $537,000
Number of returns with taxes paid 240
Taxes paid amount $774,000
Number of returns with mortgage interest paid 100
Mortgage interest paid amount $407,000
Number of returns with contributions 190
Contributions amount $610,000
Number of returns with taxable income 1,900
Taxable income amount $11,128,000
Number of returns with income tax before credits 1,850
Income tax before credits amount $1,165,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 440
Total tax credits amount $150,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 140
Nonrefundable education credit amount $83,000
Number of returns with retirement savings contribution credit 190
Retirement savings contribution credit amount $33,000
Number of returns with child tax credit 60
Child tax credit amount $23,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 290
Self-employment tax amount $356,000
Number of returns with total tax payments 3,660
Total tax payments amount $5,340,000
Number of returns with earned income credit 590
Earned income credit amount [8] $1,348,000
Number of returns with excess earned income credit 500
Excess earned income credit (refundable) amount [9] $1,208,000
Number of returns with additional child tax credit 320
Additional child tax credit amount $378,000
Number of returns with refundable education credit 130
Refundable education credit amount $116,000
Number of returns with income tax 1,630
Income tax amount [10] $1,015,000
Number of returns with tax liability 1,880
Total tax liability amount [11] $1,432,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 290
Tax due at time of filing amount [12] $211,000
Number of returns with overpayments refunded 3,450
Overpayments refunded amount [13] $4,078,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $19,000

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

Number of returns 2,900
Number of single returns 1,570
Number of joint returns 880
Number of head of household returns 390
Number of returns with paid preparer's signature 1,550
Number of exemptions 5,200
Number of dependents 1,450
Total number of volunteer prepared returns [5] 20
Number of volunteer income tax assistance (VITA) prepared returns [3] 20
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] 380
Number of elderly returns [4] 720
Adjust gross income (AGI) [5] $106,874,000
Number of returns with total income 2,900
Salaries and wages amount $108,456,000
Number of returns with salaries and wages 2,490
Salaries and wages amount $85,079
Number of returns with taxable interest 810
Taxable interest amount $503
Number of returns with ordinary dividends 570
Ordinary dividends amount $1,448,000
Number of returns with qualified dividends 530
Qualified dividends amount [6] $814
Number of returns with state and local income tax refunds 220
State and local income tax refunds amount $83
Number of returns with business or professional net income (less loss) 300
Business or professional net income (less loss) amount $3,113,000
Number of returns with net capital gain (less loss) 490
Net capital gain (less loss) amount $1,063,000
Number of returns with taxable individual retirement arrangements distributions 450
Taxable individual retirement arrangements distributions amount $5,155,000
Number of returns with taxable pensions and annuities 530
Taxable pensions and annuities amount $6,475,000
Number of farm returns 40
Number of returns with unemployment compensation 120
Unemployment compensation amount [7] $401,000
Number of returns with taxable Social Security benefits 580
Taxable Social Security benefits amount $4,081,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $391,000
Number of returns with total statutory adjustments 710
Total statutory adjustments amount $1,582,000
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 60
Self-employment health insurance deduction amount $231,000
Number of returns with IRA payments 70
IRA payments amount $323,000
Number of returns with student loan interest deduction 360
Student loan interest deduction amount $382,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $53,000
Number of returns with itemized deductions 560
Total itemized deductions amount $8,248,000
Amount of AGI for itemized returns $21,807,000
Number of returns with State and local income taxes 400
State and local income taxes amount $645,000
Number of returns with State and local general sales tax 150
State and local general sales tax amount $135,000
Number of returns with real estate taxes 500
Real estate taxes amount $1,304,000
Number of returns with taxes paid 560
Taxes paid amount $2,202,000
Number of returns with mortgage interest paid 350
Mortgage interest paid amount $1,623,000
Number of returns with contributions 450
Contributions amount $1,982,000
Number of returns with taxable income 2,810
Taxable income amount $56,962,000
Number of returns with income tax before credits 2,770
Income tax before credits amount $6,935,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,130
Total tax credits amount $897,000
Number of returns with foreign tax credit 150
Foreign tax credit amount $7,000
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $55,000
Number of returns with nonrefundable education credit 170
Nonrefundable education credit amount $179,000
Number of returns with retirement savings contribution credit 530
Retirement savings contribution credit amount $113,000
Number of returns with child tax credit 540
Child tax credit amount $544,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $5,000
Number of returns with self-employment tax 270
Self-employment tax amount $648,000
Number of returns with total tax payments 2,840
Total tax payments amount $12,412,000
Number of returns with earned income credit 530
Earned income credit amount [8] $1,100,000
Number of returns with excess earned income credit 450
Excess earned income credit (refundable) amount [9] $870,000
Number of returns with additional child tax credit 410
Additional child tax credit amount $569,000
Number of returns with refundable education credit 110
Refundable education credit amount $105,000
Number of returns with income tax 2,390
Income tax amount [10] $6,037,000
Number of returns with tax liability 2,520
Total tax liability amount [11] $6,771,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 350
Tax due at time of filing amount [12] $408,000
Number of returns with overpayments refunded 2,490
Overpayments refunded amount [13] $5,942,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $89,000

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

Number of returns 2,200
Number of single returns 560
Number of joint returns 1,440
Number of head of household returns 170
Number of returns with paid preparer's signature 1,260
Number of exemptions 5,720
Number of dependents 2,080
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] 210
Number of elderly returns [4] 530
Adjust gross income (AGI) [5] $136,591,000
Number of returns with total income 2,200
Salaries and wages amount $138,758,000
Number of returns with salaries and wages 1,980
Salaries and wages amount $110,676
Number of returns with taxable interest 850
Taxable interest amount $599
Number of returns with ordinary dividends 530
Ordinary dividends amount $1,254,000
Number of returns with qualified dividends 490
Qualified dividends amount [6] $809
Number of returns with state and local income tax refunds 400
State and local income tax refunds amount $175
Number of returns with business or professional net income (less loss) 370
Business or professional net income (less loss) amount $4,559,000
Number of returns with net capital gain (less loss) 450
Net capital gain (less loss) amount $1,580,000
Number of returns with taxable individual retirement arrangements distributions 310
Taxable individual retirement arrangements distributions amount $4,152,000
Number of returns with taxable pensions and annuities 420
Taxable pensions and annuities amount $7,354,000
Number of farm returns 30
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $188,000
Number of returns with taxable Social Security benefits 430
Taxable Social Security benefits amount $6,853,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $683,000
Number of returns with total statutory adjustments 770
Total statutory adjustments amount $2,167,000
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 70
Self-employment health insurance deduction amount $385,000
Number of returns with IRA payments 70
IRA payments amount $374,000
Number of returns with student loan interest deduction 320
Student loan interest deduction amount $371,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $50,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 770
Total itemized deductions amount $12,376,000
Amount of AGI for itemized returns $48,593,000
Number of returns with State and local income taxes 690
State and local income taxes amount $1,718,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $98,000
Number of returns with real estate taxes 730
Real estate taxes amount $2,081,000
Number of returns with taxes paid 770
Taxes paid amount $4,107,000
Number of returns with mortgage interest paid 610
Mortgage interest paid amount $3,083,000
Number of returns with contributions 620
Contributions amount $3,003,000
Number of returns with taxable income 2,190
Taxable income amount $84,818,000
Number of returns with income tax before credits 2,190
Income tax before credits amount $11,357,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,180
Total tax credits amount $1,809,000
Number of returns with foreign tax credit 160
Foreign tax credit amount $7,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $48,000
Number of returns with nonrefundable education credit 220
Nonrefundable education credit amount $291,000
Number of returns with retirement savings contribution credit 310
Retirement savings contribution credit amount $59,000
Number of returns with child tax credit 760
Child tax credit amount $1,355,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $9,000
Number of returns with self-employment tax 340
Self-employment tax amount $911,000
Number of returns with total tax payments 2,190
Total tax payments amount $14,831,000
Number of returns with earned income credit 30
Earned income credit amount [8] $10,000
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 180
Additional child tax credit amount $276,000
Number of returns with refundable education credit 150
Refundable education credit amount $150,000
Number of returns with income tax 2,000
Income tax amount [10] $9,548,000
Number of returns with tax liability 2,070
Total tax liability amount [11] $10,557,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 410
Tax due at time of filing amount [12] $753,000
Number of returns with overpayments refunded 1,740
Overpayments refunded amount [13] $4,880,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $123,000

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

Number of returns 1,820
Number of single returns 150
Number of joint returns 1,620
Number of head of household returns 40
Number of returns with paid preparer's signature 1,020
Number of exemptions 5,520
Number of dependents 2,070
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] 450
Adjust gross income (AGI) [5] $158,654,000
Number of returns with total income 1,820
Salaries and wages amount $160,959,000
Number of returns with salaries and wages 1,660
Salaries and wages amount $129,274
Number of returns with taxable interest 900
Taxable interest amount $563
Number of returns with ordinary dividends 560
Ordinary dividends amount $1,656,000
Number of returns with qualified dividends 520
Qualified dividends amount [6] $1,120
Number of returns with state and local income tax refunds 570
State and local income tax refunds amount $262
Number of returns with business or professional net income (less loss) 320
Business or professional net income (less loss) amount $4,055,000
Number of returns with net capital gain (less loss) 470
Net capital gain (less loss) amount $2,052,000
Number of returns with taxable individual retirement arrangements distributions 270
Taxable individual retirement arrangements distributions amount $4,916,000
Number of returns with taxable pensions and annuities 350
Taxable pensions and annuities amount $6,973,000
Number of farm returns 30
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $183,000
Number of returns with taxable Social Security benefits 320
Taxable Social Security benefits amount $6,890,000
Number of returns with partnership/S-corp net income (less loss) 160
Partnership/S-corp net income (less loss) amount $2,095,000
Number of returns with total statutory adjustments 740
Total statutory adjustments amount $2,305,000
Number of returns with educator expenses 70
Educator expenses amount $19,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $405,000
Number of returns with IRA payments 70
IRA payments amount $325,000
Number of returns with student loan interest deduction 320
Student loan interest deduction amount $403,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $126,000
Number of returns with itemized deductions 970
Total itemized deductions amount $18,212,000
Amount of AGI for itemized returns $85,503,000
Number of returns with State and local income taxes 910
State and local income taxes amount $3,104,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $131,000
Number of returns with real estate taxes 940
Real estate taxes amount $2,995,000
Number of returns with taxes paid 970
Taxes paid amount $6,567,000
Number of returns with mortgage interest paid 810
Mortgage interest paid amount $4,361,000
Number of returns with contributions 850
Contributions amount $4,962,000
Number of returns with taxable income 1,820
Taxable income amount $107,352,000
Number of returns with income tax before credits 1,820
Income tax before credits amount $14,673,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,080
Total tax credits amount $2,158,000
Number of returns with foreign tax credit 170
Foreign tax credit amount $13,000
Number of returns with child and dependent care credit 160
Child and dependent care credit amount $101,000
Number of returns with nonrefundable education credit 230
Nonrefundable education credit amount $340,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 780
Child tax credit amount $1,585,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $8,000
Number of returns with self-employment tax 310
Self-employment tax amount $899,000
Number of returns with total tax payments 1,810
Total tax payments amount $17,200,000
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 50
Additional child tax credit amount $94,000
Number of returns with refundable education credit 170
Refundable education credit amount $176,000
Number of returns with income tax 1,770
Income tax amount [10] $12,515,000
Number of returns with tax liability 1,790
Total tax liability amount [11] $13,519,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 400
Tax due at time of filing amount [12] $882,000
Number of returns with overpayments refunded 1,380
Overpayments refunded amount [13] $4,392,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $158,000

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

Number of returns 2,170
Number of single returns 90
Number of joint returns 2,050
Number of head of household returns 20
Number of returns with paid preparer's signature 1,230
Number of exemptions 7,190
Number of dependents 2,960
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] 80
Number of elderly returns [4] 450
Adjust gross income (AGI) [5] $283,668,000
Number of returns with total income 2,170
Salaries and wages amount $288,053,000
Number of returns with salaries and wages 2,030
Salaries and wages amount $230,663
Number of returns with taxable interest 1,240
Taxable interest amount $1,387
Number of returns with ordinary dividends 860
Ordinary dividends amount $3,012,000
Number of returns with qualified dividends 820
Qualified dividends amount [6] $2,105
Number of returns with state and local income tax refunds 1,080
State and local income tax refunds amount $596
Number of returns with business or professional net income (less loss) 420
Business or professional net income (less loss) amount $8,229,000
Number of returns with net capital gain (less loss) 760
Net capital gain (less loss) amount $7,040,000
Number of returns with taxable individual retirement arrangements distributions 320
Taxable individual retirement arrangements distributions amount $7,065,000
Number of returns with taxable pensions and annuities 380
Taxable pensions and annuities amount $10,443,000
Number of farm returns 40
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $142,000
Number of returns with taxable Social Security benefits 290
Taxable Social Security benefits amount $6,885,000
Number of returns with partnership/S-corp net income (less loss) 300
Partnership/S-corp net income (less loss) amount $9,779,000
Number of returns with total statutory adjustments 1,000
Total statutory adjustments amount $4,385,000
Number of returns with educator expenses 190
Educator expenses amount $50,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $502,000
Number of returns with self-employment health insurance deduction 110
Self-employment health insurance deduction amount $979,000
Number of returns with IRA payments 90
IRA payments amount $483,000
Number of returns with student loan interest deduction 350
Student loan interest deduction amount $413,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $75,000
Returns with domestic production activities deduction 80
Domestic production activities deduction amount $496,000
Number of returns with itemized deductions 1,760
Total itemized deductions amount $39,457,000
Amount of AGI for itemized returns $234,020,000
Number of returns with State and local income taxes 1,720
State and local income taxes amount $9,172,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $90,000
Number of returns with real estate taxes 1,720
Real estate taxes amount $6,286,000
Number of returns with taxes paid 1,760
Taxes paid amount $16,222,000
Number of returns with mortgage interest paid 1,470
Mortgage interest paid amount $8,796,000
Number of returns with contributions 1,620
Contributions amount $11,987,000
Number of returns with taxable income 2,170
Taxable income amount $209,818,000
Number of returns with income tax before credits 2,170
Income tax before credits amount $33,922,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,300
Total tax credits amount $2,125,000
Number of returns with foreign tax credit 290
Foreign tax credit amount $106,000
Number of returns with child and dependent care credit 270
Child and dependent care credit amount $134,000
Number of returns with nonrefundable education credit 320
Nonrefundable education credit amount $495,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 770
Child tax credit amount $1,259,000
Number of returns with residential energy tax credit 80
Residential energy tax credit amount $36,000
Number of returns with self-employment tax 370
Self-employment tax amount $1,556,000
Number of returns with total tax payments 2,170
Total tax payments amount $36,266,000
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 290
Refundable education credit amount $305,000
Number of returns with income tax 2,160
Income tax amount [10] $31,797,000
Number of returns with tax liability 2,160
Total tax liability amount [11] $33,540,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 720
Tax due at time of filing amount [12] $2,939,000
Number of returns with overpayments refunded 1,380
Overpayments refunded amount [13] $5,314,000
Number of returns with credit to next year’s estimated tax 100
Credited to next year’s estimated tax amount $321,000

Adjusted Gross Income: $200,000 or more

Number of returns 490
Number of single returns 20
Number of joint returns 470
Number of head of household returns 0
Number of returns with paid preparer's signature 390
Number of exemptions 1,670
Number of dependents 710
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] 100
Adjust gross income (AGI) [5] $248,629,000
Number of returns with total income 490
Salaries and wages amount $257,695,000
Number of returns with salaries and wages 460
Salaries and wages amount $96,356
Number of returns with taxable interest 410
Taxable interest amount $2,512
Number of returns with ordinary dividends 320
Ordinary dividends amount $13,342,000
Number of returns with qualified dividends 310
Qualified dividends amount [6] $11,324
Number of returns with state and local income tax refunds 240
State and local income tax refunds amount $758
Number of returns with business or professional net income (less loss) 120
Business or professional net income (less loss) amount $6,050,000
Number of returns with net capital gain (less loss) 330
Net capital gain (less loss) amount $19,889,000
Number of returns with taxable individual retirement arrangements distributions 80
Taxable individual retirement arrangements distributions amount $2,982,000
Number of returns with taxable pensions and annuities 60
Taxable pensions and annuities amount $2,099,000
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 $1,413,000
Number of returns with partnership/S-corp net income (less loss) 280
Partnership/S-corp net income (less loss) amount $106,743,000
Number of returns with total statutory adjustments 280
Total statutory adjustments amount $9,066,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $986,000
Number of returns with self-employment health insurance deduction 120
Self-employment health insurance deduction amount $1,580,000
Number of returns with IRA payments 20
IRA payments amount $224,000
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 90
Domestic production activities deduction amount $5,211,000
Number of returns with itemized deductions 480
Total itemized deductions amount $33,103,000
Amount of AGI for itemized returns $240,602,000
Number of returns with State and local income taxes 470
State and local income taxes amount $10,983,000
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 470
Real estate taxes amount $3,154,000
Number of returns with taxes paid 480
Taxes paid amount $14,358,000
Number of returns with mortgage interest paid 320
Mortgage interest paid amount $2,362,000
Number of returns with contributions 460
Contributions amount $17,641,000
Number of returns with taxable income 490
Taxable income amount $210,890,000
Number of returns with income tax before credits 490
Income tax before credits amount $59,788,000
Number of returns with alternative minimum tax 230
Alternative minimum tax amount $896,000
Number of returns with total tax credits 220
Total tax credits amount $558,000
Number of returns with foreign tax credit 160
Foreign tax credit amount $99,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $17,000
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 130
Self-employment tax amount $918,000
Number of returns with total tax payments 490
Total tax payments amount $65,454,000
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 490
Income tax amount [10] $59,229,000
Number of returns with tax liability 490
Total tax liability amount [11] $61,721,000
Number of returns with net investment income tax 260
Net investment income tax $1,248,000
Number of returns with tax due at time of filing 260
Tax due at time of filing amount [12] $6,459,000
Number of returns with overpayments refunded 140
Overpayments refunded amount [13] $1,417,000
Number of returns with credit to next year’s estimated tax 110
Credited to next year’s estimated tax amount $8,705,000

[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.