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ZIP Code Database - Facts & Stats

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ZIP Code 50613 Income Tax Stats

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

ZIP Code 50613 Data

Zip Code:50613
City:Cedar Falls
State:IA [Iowa]
Counties: BLACK HAWK, IA
City Alias(es):Cedar Falls
Area Code:319
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


50613 Income Tax Overview

Total Number of Tax Returns for ZIP Code 50613 [1] 17,750
Total Number of Single Tax Returns for ZIP Code 50613 6,930
Total Number of Joint Tax Returns for ZIP Code 50613 7,750
Total Number of Dependents for ZIP Code 50613 9,140
Total Adjusted Gross Income for ZIP Code 50613 $1,402,749,000
Average Income per Person for ZIP Code 50613 $33,374
Average Income per Household for ZIP Code 50613 $79,028

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 5,360
Number of single returns 4,420
Number of joint returns 450
Number of head of household returns 430
Number of returns with paid preparer's signature 2,250
Number of exemptions 5,250
Number of dependents 950
Total number of volunteer prepared returns [5] 310
Number of volunteer income tax assistance (VITA) prepared returns [3] 60
Number of tax counseling for the elderly (TCE) prepared returns [3] 250
Number of volunteer prepared returns with Earned Income Credit 20
Number of refund anticipation check returns [3] 670
Number of elderly returns [4] 1,080
Adjust gross income (AGI) [5] $66,019,000
Number of returns with total income 5,360
Salaries and wages amount $67,280,000
Number of returns with salaries and wages 4,350
Salaries and wages amount $50,856
Number of returns with taxable interest 1,310
Taxable interest amount $868
Number of returns with ordinary dividends 720
Ordinary dividends amount $1,123,000
Number of returns with qualified dividends 670
Qualified dividends amount [6] $704
Number of returns with state and local income tax refunds 100
State and local income tax refunds amount $69
Number of returns with business or professional net income (less loss) 450
Business or professional net income (less loss) amount $2,496,000
Number of returns with net capital gain (less loss) 600
Net capital gain (less loss) amount $862,000
Number of returns with taxable individual retirement arrangements distributions 450
Taxable individual retirement arrangements distributions amount $2,662,000
Number of returns with taxable pensions and annuities 810
Taxable pensions and annuities amount $7,424,000
Number of farm returns 20
Number of returns with unemployment compensation 150
Unemployment compensation amount [7] $549,000
Number of returns with taxable Social Security benefits 360
Taxable Social Security benefits amount $651,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $41,000
Number of returns with total statutory adjustments 790
Total statutory adjustments amount $1,261,000
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 70
Self-employment health insurance deduction amount $309,000
Number of returns with IRA payments 30
IRA payments amount $109,000
Number of returns with student loan interest deduction 350
Student loan interest deduction amount $312,000
Number of returns with tuition and fees deduction 70
Tuition and fees deduction amount $202,000
Returns with domestic production activities deduction 20
Domestic production activities deduction amount $70,000
Number of returns with itemized deductions 380
Total itemized deductions amount $6,721,000
Amount of AGI for itemized returns $5,794,000
Number of returns with State and local income taxes 130
State and local income taxes amount $128,000
Number of returns with State and local general sales tax 240
State and local general sales tax amount $160,000
Number of returns with real estate taxes 290
Real estate taxes amount $830,000
Number of returns with taxes paid 380
Taxes paid amount $1,325,000
Number of returns with mortgage interest paid 150
Mortgage interest paid amount $663,000
Number of returns with contributions 260
Contributions amount $552,000
Number of returns with taxable income 2,850
Taxable income amount $17,515,000
Number of returns with income tax before credits 2,770
Income tax before credits amount $1,828,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 840
Total tax credits amount $312,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 20
Child and dependent care credit amount $8,000
Number of returns with nonrefundable education credit 420
Nonrefundable education credit amount $232,000
Number of returns with retirement savings contribution credit 290
Retirement savings contribution credit amount $48,000
Number of returns with child tax credit 70
Child tax credit amount $21,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 370
Self-employment tax amount $480,000
Number of returns with total tax payments 4,890
Total tax payments amount $7,854,000
Number of returns with earned income credit 1,010
Earned income credit amount [8] $2,076,000
Number of returns with excess earned income credit 880
Excess earned income credit (refundable) amount [9] $1,890,000
Number of returns with additional child tax credit 470
Additional child tax credit amount $557,000
Number of returns with refundable education credit 460
Refundable education credit amount $401,000
Number of returns with income tax 2,330
Income tax amount [10] $1,516,000
Number of returns with tax liability 2,650
Total tax liability amount [11] $2,071,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 470
Tax due at time of filing amount [12] $329,000
Number of returns with overpayments refunded 4,550
Overpayments refunded amount [13] $6,051,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $54,000

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

Number of returns 3,640
Number of single returns 2,350
Number of joint returns 810
Number of head of household returns 390
Number of returns with paid preparer's signature 1,890
Number of exemptions 5,520
Number of dependents 1,100
Total number of volunteer prepared returns [5] 130
Number of volunteer income tax assistance (VITA) prepared returns [3] 30
Number of tax counseling for the elderly (TCE) prepared returns [3] 100
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 440
Number of elderly returns [4] 1,000
Adjust gross income (AGI) [5] $133,129,000
Number of returns with total income 3,640
Salaries and wages amount $135,366,000
Number of returns with salaries and wages 2,960
Salaries and wages amount $99,816
Number of returns with taxable interest 1,310
Taxable interest amount $1,161
Number of returns with ordinary dividends 710
Ordinary dividends amount $1,838,000
Number of returns with qualified dividends 660
Qualified dividends amount [6] $1,273
Number of returns with state and local income tax refunds 350
State and local income tax refunds amount $242
Number of returns with business or professional net income (less loss) 380
Business or professional net income (less loss) amount $3,630,000
Number of returns with net capital gain (less loss) 590
Net capital gain (less loss) amount $1,763,000
Number of returns with taxable individual retirement arrangements distributions 510
Taxable individual retirement arrangements distributions amount $4,446,000
Number of returns with taxable pensions and annuities 850
Taxable pensions and annuities amount $14,605,000
Number of farm returns 30
Number of returns with unemployment compensation 190
Unemployment compensation amount [7] $691,000
Number of returns with taxable Social Security benefits 840
Taxable Social Security benefits amount $6,218,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $448,000
Number of returns with total statutory adjustments 1,170
Total statutory adjustments amount $2,237,000
Number of returns with educator expenses 80
Educator expenses amount $20,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $348,000
Number of returns with IRA payments 80
IRA payments amount $316,000
Number of returns with student loan interest deduction 760
Student loan interest deduction amount $826,000
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 720
Total itemized deductions amount $11,382,000
Amount of AGI for itemized returns $28,041,000
Number of returns with State and local income taxes 510
State and local income taxes amount $1,003,000
Number of returns with State and local general sales tax 200
State and local general sales tax amount $192,000
Number of returns with real estate taxes 620
Real estate taxes amount $1,808,000
Number of returns with taxes paid 720
Taxes paid amount $3,197,000
Number of returns with mortgage interest paid 450
Mortgage interest paid amount $2,031,000
Number of returns with contributions 480
Contributions amount $1,433,000
Number of returns with taxable income 3,550
Taxable income amount $76,332,000
Number of returns with income tax before credits 3,510
Income tax before credits amount $9,409,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,220
Total tax credits amount $937,000
Number of returns with foreign tax credit 180
Foreign tax credit amount $9,000
Number of returns with child and dependent care credit 130
Child and dependent care credit amount $63,000
Number of returns with nonrefundable education credit 280
Nonrefundable education credit amount $303,000
Number of returns with retirement savings contribution credit 500
Retirement savings contribution credit amount $97,000
Number of returns with child tax credit 470
Child tax credit amount $446,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $10,000
Number of returns with self-employment tax 320
Self-employment tax amount $711,000
Number of returns with total tax payments 3,530
Total tax payments amount $14,938,000
Number of returns with earned income credit 480
Earned income credit amount [8] $866,000
Number of returns with excess earned income credit 360
Excess earned income credit (refundable) amount [9] $653,000
Number of returns with additional child tax credit 300
Additional child tax credit amount $434,000
Number of returns with refundable education credit 150
Refundable education credit amount $133,000
Number of returns with income tax 3,190
Income tax amount [10] $8,472,000
Number of returns with tax liability 3,300
Total tax liability amount [11] $9,317,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 610
Tax due at time of filing amount [12] $783,000
Number of returns with overpayments refunded 2,930
Overpayments refunded amount [13] $6,244,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $142,000

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

Number of returns 2,410
Number of single returns 1,060
Number of joint returns 1,100
Number of head of household returns 190
Number of returns with paid preparer's signature 1,480
Number of exemptions 4,740
Number of dependents 1,240
Total number of volunteer prepared returns [5] 40
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 40
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 190
Number of elderly returns [4] 860
Adjust gross income (AGI) [5] $148,904,000
Number of returns with total income 2,410
Salaries and wages amount $151,005,000
Number of returns with salaries and wages 1,980
Salaries and wages amount $105,099
Number of returns with taxable interest 1,330
Taxable interest amount $1,301
Number of returns with ordinary dividends 690
Ordinary dividends amount $2,348,000
Number of returns with qualified dividends 650
Qualified dividends amount [6] $1,597
Number of returns with state and local income tax refunds 670
State and local income tax refunds amount $507
Number of returns with business or professional net income (less loss) 370
Business or professional net income (less loss) amount $3,301,000
Number of returns with net capital gain (less loss) 620
Net capital gain (less loss) amount $2,198,000
Number of returns with taxable individual retirement arrangements distributions 450
Taxable individual retirement arrangements distributions amount $5,466,000
Number of returns with taxable pensions and annuities 720
Taxable pensions and annuities amount $17,072,000
Number of farm returns 40
Number of returns with unemployment compensation 110
Unemployment compensation amount [7] $497,000
Number of returns with taxable Social Security benefits 680
Taxable Social Security benefits amount $10,916,000
Number of returns with partnership/S-corp net income (less loss) 140
Partnership/S-corp net income (less loss) amount $487,000
Number of returns with total statutory adjustments 940
Total statutory adjustments amount $2,101,000
Number of returns with educator expenses 110
Educator expenses amount $25,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $417,000
Number of returns with IRA payments 70
IRA payments amount $348,000
Number of returns with student loan interest deduction 500
Student loan interest deduction amount $569,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $64,000
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $50,000
Number of returns with itemized deductions 1,010
Total itemized deductions amount $15,958,000
Amount of AGI for itemized returns $63,043,000
Number of returns with State and local income taxes 920
State and local income taxes amount $2,624,000
Number of returns with State and local general sales tax 90
State and local general sales tax amount $104,000
Number of returns with real estate taxes 920
Real estate taxes amount $2,880,000
Number of returns with taxes paid 1,010
Taxes paid amount $5,929,000
Number of returns with mortgage interest paid 730
Mortgage interest paid amount $3,491,000
Number of returns with contributions 750
Contributions amount $2,248,000
Number of returns with taxable income 2,400
Taxable income amount $99,221,000
Number of returns with income tax before credits 2,390
Income tax before credits amount $13,848,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 980
Total tax credits amount $1,242,000
Number of returns with foreign tax credit 230
Foreign tax credit amount $11,000
Number of returns with child and dependent care credit 160
Child and dependent care credit amount $79,000
Number of returns with nonrefundable education credit 170
Nonrefundable education credit amount $198,000
Number of returns with retirement savings contribution credit 170
Retirement savings contribution credit amount $34,000
Number of returns with child tax credit 570
Child tax credit amount $888,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $12,000
Number of returns with self-employment tax 310
Self-employment tax amount $717,000
Number of returns with total tax payments 2,370
Total tax payments amount $16,939,000
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 100
Additional child tax credit amount $140,000
Number of returns with refundable education credit 100
Refundable education credit amount $93,000
Number of returns with income tax 2,300
Income tax amount [10] $12,606,000
Number of returns with tax liability 2,340
Total tax liability amount [11] $13,460,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 570
Tax due at time of filing amount [12] $1,054,000
Number of returns with overpayments refunded 1,750
Overpayments refunded amount [13] $4,348,000
Number of returns with credit to next year’s estimated tax 100
Credited to next year’s estimated tax amount $172,000

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

Number of returns 1,980
Number of single returns 410
Number of joint returns 1,500
Number of head of household returns 60
Number of returns with paid preparer's signature 1,300
Number of exemptions 4,890
Number of dependents 1,410
Total number of volunteer prepared returns [5] 40
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 40
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 80
Number of elderly returns [4] 790
Adjust gross income (AGI) [5] $172,637,000
Number of returns with total income 1,980
Salaries and wages amount $175,016,000
Number of returns with salaries and wages 1,640
Salaries and wages amount $116,514
Number of returns with taxable interest 1,310
Taxable interest amount $1,346
Number of returns with ordinary dividends 750
Ordinary dividends amount $2,942,000
Number of returns with qualified dividends 710
Qualified dividends amount [6] $2,087
Number of returns with state and local income tax refunds 830
State and local income tax refunds amount $759
Number of returns with business or professional net income (less loss) 370
Business or professional net income (less loss) amount $4,148,000
Number of returns with net capital gain (less loss) 660
Net capital gain (less loss) amount $3,593,000
Number of returns with taxable individual retirement arrangements distributions 460
Taxable individual retirement arrangements distributions amount $7,835,000
Number of returns with taxable pensions and annuities 690
Taxable pensions and annuities amount $18,760,000
Number of farm returns 40
Number of returns with unemployment compensation 110
Unemployment compensation amount [7] $493,000
Number of returns with taxable Social Security benefits 630
Taxable Social Security benefits amount $13,595,000
Number of returns with partnership/S-corp net income (less loss) 160
Partnership/S-corp net income (less loss) amount $1,723,000
Number of returns with total statutory adjustments 790
Total statutory adjustments amount $2,379,000
Number of returns with educator expenses 110
Educator expenses amount $24,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $485,000
Number of returns with IRA payments 60
IRA payments amount $333,000
Number of returns with student loan interest deduction 370
Student loan interest deduction amount $441,000
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 $29,000
Number of returns with itemized deductions 1,120
Total itemized deductions amount $22,072,000
Amount of AGI for itemized returns $98,483,000
Number of returns with State and local income taxes 1,040
State and local income taxes amount $4,171,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $106,000
Number of returns with real estate taxes 1,060
Real estate taxes amount $3,960,000
Number of returns with taxes paid 1,120
Taxes paid amount $8,671,000
Number of returns with mortgage interest paid 850
Mortgage interest paid amount $4,910,000
Number of returns with contributions 920
Contributions amount $3,609,000
Number of returns with taxable income 1,980
Taxable income amount $120,137,000
Number of returns with income tax before credits 1,970
Income tax before credits amount $17,026,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 950
Total tax credits amount $1,531,000
Number of returns with foreign tax credit 250
Foreign tax credit amount $15,000
Number of returns with child and dependent care credit 220
Child and dependent care credit amount $132,000
Number of returns with nonrefundable education credit 190
Nonrefundable education credit amount $232,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 600
Child tax credit amount $1,096,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $21,000
Number of returns with self-employment tax 310
Self-employment tax amount $810,000
Number of returns with total tax payments 1,960
Total tax payments amount $19,281,000
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 110
Refundable education credit amount $103,000
Number of returns with income tax 1,950
Income tax amount [10] $15,495,000
Number of returns with tax liability 1,960
Total tax liability amount [11] $16,392,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 560
Tax due at time of filing amount [12] $1,369,000
Number of returns with overpayments refunded 1,330
Overpayments refunded amount [13] $4,009,000
Number of returns with credit to next year’s estimated tax 100
Credited to next year’s estimated tax amount $243,000

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

Number of returns 3,370
Number of single returns 310
Number of joint returns 3,000
Number of head of household returns 50
Number of returns with paid preparer's signature 2,270
Number of exemptions 9,700
Number of dependents 3,330
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] 1,150
Adjust gross income (AGI) [5] $456,319,000
Number of returns with total income 3,370
Salaries and wages amount $461,948,000
Number of returns with salaries and wages 2,940
Salaries and wages amount $323,322
Number of returns with taxable interest 2,590
Taxable interest amount $3,484
Number of returns with ordinary dividends 1,600
Ordinary dividends amount $9,212,000
Number of returns with qualified dividends 1,530
Qualified dividends amount [6] $6,927
Number of returns with state and local income tax refunds 2,160
State and local income tax refunds amount $2,852
Number of returns with business or professional net income (less loss) 650
Business or professional net income (less loss) amount $10,181,000
Number of returns with net capital gain (less loss) 1,430
Net capital gain (less loss) amount $13,539,000
Number of returns with taxable individual retirement arrangements distributions 720
Taxable individual retirement arrangements distributions amount $17,329,000
Number of returns with taxable pensions and annuities 1,050
Taxable pensions and annuities amount $40,410,000
Number of farm returns 90
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $386,000
Number of returns with taxable Social Security benefits 860
Taxable Social Security benefits amount $22,108,000
Number of returns with partnership/S-corp net income (less loss) 480
Partnership/S-corp net income (less loss) amount $9,954,000
Number of returns with total statutory adjustments 1,520
Total statutory adjustments amount $5,629,000
Number of returns with educator expenses 260
Educator expenses amount $68,000
Number of returns with self-employment retirement plans 60
Self-employment retirement plans amount $757,000
Number of returns with self-employment health insurance deduction 160
Self-employment health insurance deduction amount $1,379,000
Number of returns with IRA payments 110
IRA payments amount $690,000
Number of returns with student loan interest deduction 600
Student loan interest deduction amount $699,000
Number of returns with tuition and fees deduction 80
Tuition and fees deduction amount $159,000
Returns with domestic production activities deduction 90
Domestic production activities deduction amount $281,000
Number of returns with itemized deductions 2,820
Total itemized deductions amount $67,771,000
Amount of AGI for itemized returns $388,960,000
Number of returns with State and local income taxes 2,750
State and local income taxes amount $19,303,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $142,000
Number of returns with real estate taxes 2,740
Real estate taxes amount $12,676,000
Number of returns with taxes paid 2,820
Taxes paid amount $33,594,000
Number of returns with mortgage interest paid 2,260
Mortgage interest paid amount $14,352,000
Number of returns with contributions 2,470
Contributions amount $12,277,000
Number of returns with taxable income 3,370
Taxable income amount $342,001,000
Number of returns with income tax before credits 3,360
Income tax before credits amount $56,903,000
Number of returns with alternative minimum tax 60
Alternative minimum tax amount $130,000
Number of returns with total tax credits 1,860
Total tax credits amount $2,288,000
Number of returns with foreign tax credit 640
Foreign tax credit amount $90,000
Number of returns with child and dependent care credit 520
Child and dependent care credit amount $289,000
Number of returns with nonrefundable education credit 340
Nonrefundable education credit amount $473,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 870
Child tax credit amount $1,240,000
Number of returns with residential energy tax credit 90
Residential energy tax credit amount $47,000
Number of returns with self-employment tax 550
Self-employment tax amount $1,887,000
Number of returns with total tax payments 3,360
Total tax payments amount $61,527,000
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 270
Refundable education credit amount $276,000
Number of returns with income tax 3,360
Income tax amount [10] $54,615,000
Number of returns with tax liability 3,360
Total tax liability amount [11] $56,710,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,200
Tax due at time of filing amount [12] $4,595,000
Number of returns with overpayments refunded 1,970
Overpayments refunded amount [13] $8,334,000
Number of returns with credit to next year’s estimated tax 240
Credited to next year’s estimated tax amount $1,031,000

Adjusted Gross Income: $200,000 or more

Number of returns 990
Number of single returns 70
Number of joint returns 890
Number of head of household returns 20
Number of returns with paid preparer's signature 780
Number of exemptions 2,990
Number of dependents 1,110
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 0
Number of elderly returns [4] 360
Adjust gross income (AGI) [5] $425,741,000
Number of returns with total income 990
Salaries and wages amount $433,599,000
Number of returns with salaries and wages 860
Salaries and wages amount $221,369
Number of returns with taxable interest 880
Taxable interest amount $5,983
Number of returns with ordinary dividends 660
Ordinary dividends amount $13,251,000
Number of returns with qualified dividends 640
Qualified dividends amount [6] $10,662
Number of returns with state and local income tax refunds 530
State and local income tax refunds amount $2,929
Number of returns with business or professional net income (less loss) 260
Business or professional net income (less loss) amount $20,110,000
Number of returns with net capital gain (less loss) 660
Net capital gain (less loss) amount $33,954,000
Number of returns with taxable individual retirement arrangements distributions 220
Taxable individual retirement arrangements distributions amount $9,946,000
Number of returns with taxable pensions and annuities 290
Taxable pensions and annuities amount $13,814,000
Number of farm returns 60
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 250
Taxable Social Security benefits amount $6,819,000
Number of returns with partnership/S-corp net income (less loss) 410
Partnership/S-corp net income (less loss) amount $92,439,000
Number of returns with total statutory adjustments 450
Total statutory adjustments amount $7,858,000
Number of returns with educator expenses 40
Educator expenses amount $9,000
Number of returns with self-employment retirement plans 80
Self-employment retirement plans amount $2,435,000
Number of returns with self-employment health insurance deduction 190
Self-employment health insurance deduction amount $2,096,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 0
Student loan interest deduction amount $0
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 70
Domestic production activities deduction amount $1,171,000
Number of returns with itemized deductions 950
Total itemized deductions amount $50,916,000
Amount of AGI for itemized returns $415,101,000
Number of returns with State and local income taxes 940
State and local income taxes amount $24,831,000
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 920
Real estate taxes amount $7,214,000
Number of returns with taxes paid 950
Taxes paid amount $32,793,000
Number of returns with mortgage interest paid 700
Mortgage interest paid amount $6,444,000
Number of returns with contributions 900
Contributions amount $12,230,000
Number of returns with taxable income 980
Taxable income amount $366,639,000
Number of returns with income tax before credits 990
Income tax before credits amount $101,171,000
Number of returns with alternative minimum tax 560
Alternative minimum tax amount $3,069,000
Number of returns with total tax credits 500
Total tax credits amount $1,363,000
Number of returns with foreign tax credit 390
Foreign tax credit amount $550,000
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $50,000
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 260
Self-employment tax amount $2,241,000
Number of returns with total tax payments 980
Total tax payments amount $105,892,000
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 980
Income tax amount [10] $99,808,000
Number of returns with tax liability 980
Total tax liability amount [11] $104,318,000
Number of returns with net investment income tax 560
Net investment income tax $1,281,000
Number of returns with tax due at time of filing 460
Tax due at time of filing amount [12] $8,725,000
Number of returns with overpayments refunded 340
Overpayments refunded amount [13] $3,522,000
Number of returns with credit to next year’s estimated tax 220
Credited to next year’s estimated tax amount $6,713,000

[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.