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ZIP Code Database - Facts & Stats

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ZIP Code 55024 Income Tax Stats

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

ZIP Code 55024 Data

Zip Code:55024
City:Farmington
State:MN [Minnesota]
Counties: DAKOTA, MN
City Alias(es):Farmington
Area Code:651 / 952
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


55024 Income Tax Overview

Total Number of Tax Returns for ZIP Code 55024 [1] 16,590
Total Number of Single Tax Returns for ZIP Code 55024 6,880
Total Number of Joint Tax Returns for ZIP Code 55024 7,440
Total Number of Dependents for ZIP Code 55024 12,320
Total Adjusted Gross Income for ZIP Code 55024 $1,218,224,000
Average Income per Person for ZIP Code 55024 $37,593
Average Income per Household for ZIP Code 55024 $73,431

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 3,610
Number of joint returns 260
Number of head of household returns 320
Number of returns with paid preparer's signature 1,590
Number of exemptions 3,430
Number of dependents 800
Total number of volunteer prepared returns [5] 120
Number of volunteer income tax assistance (VITA) prepared returns [3] 40
Number of tax counseling for the elderly (TCE) prepared returns [3] 80
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 400
Number of elderly returns [4] 620
Adjust gross income (AGI) [5] $46,420,000
Number of returns with total income 4,230
Salaries and wages amount $47,174,000
Number of returns with salaries and wages 3,590
Salaries and wages amount $38,245
Number of returns with taxable interest 530
Taxable interest amount $229
Number of returns with ordinary dividends 310
Ordinary dividends amount $338,000
Number of returns with qualified dividends 280
Qualified dividends amount [6] $188
Number of returns with state and local income tax refunds 60
State and local income tax refunds amount $32
Number of returns with business or professional net income (less loss) 360
Business or professional net income (less loss) amount $2,121,000
Number of returns with net capital gain (less loss) 300
Net capital gain (less loss) amount $366,000
Number of returns with taxable individual retirement arrangements distributions 240
Taxable individual retirement arrangements distributions amount $1,438,000
Number of returns with taxable pensions and annuities 420
Taxable pensions and annuities amount $3,426,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $293,000
Number of returns with taxable Social Security benefits 180
Taxable Social Security benefits amount $359,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount ($40,000)
Number of returns with total statutory adjustments 550
Total statutory adjustments amount $754,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $91,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 210
Student loan interest deduction amount $199,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $85,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 240
Total itemized deductions amount $3,628,000
Amount of AGI for itemized returns $3,673,000
Number of returns with State and local income taxes 100
State and local income taxes amount $191,000
Number of returns with State and local general sales tax 110
State and local general sales tax amount $63,000
Number of returns with real estate taxes 190
Real estate taxes amount $478,000
Number of returns with taxes paid 230
Taxes paid amount $773,000
Number of returns with mortgage interest paid 150
Mortgage interest paid amount $824,000
Number of returns with contributions 160
Contributions amount $256,000
Number of returns with taxable income 2,100
Taxable income amount $12,561,000
Number of returns with income tax before credits 2,080
Income tax before credits amount $1,331,000
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 $166,000
Number of returns with foreign tax credit 20
Foreign tax credit amount $0
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 170
Nonrefundable education credit amount $103,000
Number of returns with retirement savings contribution credit 180
Retirement savings contribution credit amount $28,000
Number of returns with child tax credit 70
Child tax credit amount $27,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 300
Self-employment tax amount $379,000
Number of returns with total tax payments 3,830
Total tax payments amount $5,637,000
Number of returns with earned income credit 730
Earned income credit amount [8] $1,623,000
Number of returns with excess earned income credit 630
Excess earned income credit (refundable) amount [9] $1,460,000
Number of returns with additional child tax credit 380
Additional child tax credit amount $447,000
Number of returns with refundable education credit 180
Refundable education credit amount $147,000
Number of returns with income tax 1,850
Income tax amount [10] $1,164,000
Number of returns with tax liability 2,090
Total tax liability amount [11] $1,606,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 370
Tax due at time of filing amount [12] $265,000
Number of returns with overpayments refunded 3,580
Overpayments refunded amount [13] $4,260,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $29,000

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

Number of returns 3,230
Number of single returns 1,990
Number of joint returns 530
Number of head of household returns 610
Number of returns with paid preparer's signature 1,430
Number of exemptions 5,370
Number of dependents 1,660
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] 530
Number of elderly returns [4] 480
Adjust gross income (AGI) [5] $120,430,000
Number of returns with total income 3,230
Salaries and wages amount $122,142,000
Number of returns with salaries and wages 2,920
Salaries and wages amount $103,864
Number of returns with taxable interest 560
Taxable interest amount $287
Number of returns with ordinary dividends 310
Ordinary dividends amount $458,000
Number of returns with qualified dividends 280
Qualified dividends amount [6] $304
Number of returns with state and local income tax refunds 360
State and local income tax refunds amount $203
Number of returns with business or professional net income (less loss) 310
Business or professional net income (less loss) amount $3,133,000
Number of returns with net capital gain (less loss) 270
Net capital gain (less loss) amount $461,000
Number of returns with taxable individual retirement arrangements distributions 220
Taxable individual retirement arrangements distributions amount $2,373,000
Number of returns with taxable pensions and annuities 430
Taxable pensions and annuities amount $6,491,000
Number of farm returns 30
Number of returns with unemployment compensation 120
Unemployment compensation amount [7] $616,000
Number of returns with taxable Social Security benefits 370
Taxable Social Security benefits amount $2,757,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $747,000
Number of returns with total statutory adjustments 910
Total statutory adjustments amount $1,712,000
Number of returns with educator expenses 50
Educator expenses amount $11,000
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 $212,000
Number of returns with IRA payments 70
IRA payments amount $210,000
Number of returns with student loan interest deduction 580
Student loan interest deduction amount $668,000
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 $67,000
Number of returns with itemized deductions 790
Total itemized deductions amount $10,822,000
Amount of AGI for itemized returns $31,609,000
Number of returns with State and local income taxes 680
State and local income taxes amount $1,312,000
Number of returns with State and local general sales tax 90
State and local general sales tax amount $101,000
Number of returns with real estate taxes 710
Real estate taxes amount $1,807,000
Number of returns with taxes paid 780
Taxes paid amount $3,370,000
Number of returns with mortgage interest paid 660
Mortgage interest paid amount $3,778,000
Number of returns with contributions 520
Contributions amount $987,000
Number of returns with taxable income 3,150
Taxable income amount $68,926,000
Number of returns with income tax before credits 3,140
Income tax before credits amount $8,680,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,210
Total tax credits amount $1,093,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 190
Child and dependent care credit amount $105,000
Number of returns with nonrefundable education credit 230
Nonrefundable education credit amount $237,000
Number of returns with retirement savings contribution credit 490
Retirement savings contribution credit amount $84,000
Number of returns with child tax credit 670
Child tax credit amount $648,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 250
Self-employment tax amount $604,000
Number of returns with total tax payments 3,180
Total tax payments amount $13,849,000
Number of returns with earned income credit 630
Earned income credit amount [8] $1,158,000
Number of returns with excess earned income credit 480
Excess earned income credit (refundable) amount [9] $899,000
Number of returns with additional child tax credit 430
Additional child tax credit amount $597,000
Number of returns with refundable education credit 130
Refundable education credit amount $112,000
Number of returns with income tax 2,720
Income tax amount [10] $7,588,000
Number of returns with tax liability 2,860
Total tax liability amount [11] $8,312,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 450
Tax due at time of filing amount [12] $646,000
Number of returns with overpayments refunded 2,760
Overpayments refunded amount [13] $6,124,000
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 2,490
Number of single returns 1,080
Number of joint returns 980
Number of head of household returns 370
Number of returns with paid preparer's signature 1,230
Number of exemptions 5,220
Number of dependents 1,750
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 290
Number of elderly returns [4] 480
Adjust gross income (AGI) [5] $154,241,000
Number of returns with total income 2,490
Salaries and wages amount $156,134,000
Number of returns with salaries and wages 2,280
Salaries and wages amount $129,476
Number of returns with taxable interest 650
Taxable interest amount $375
Number of returns with ordinary dividends 400
Ordinary dividends amount $749,000
Number of returns with qualified dividends 370
Qualified dividends amount [6] $469
Number of returns with state and local income tax refunds 710
State and local income tax refunds amount $486
Number of returns with business or professional net income (less loss) 330
Business or professional net income (less loss) amount $3,339,000
Number of returns with net capital gain (less loss) 350
Net capital gain (less loss) amount $1,041,000
Number of returns with taxable individual retirement arrangements distributions 240
Taxable individual retirement arrangements distributions amount $2,923,000
Number of returns with taxable pensions and annuities 460
Taxable pensions and annuities amount $9,426,000
Number of farm returns 20
Number of returns with unemployment compensation 150
Unemployment compensation amount [7] $931,000
Number of returns with taxable Social Security benefits 360
Taxable Social Security benefits amount $5,761,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $1,168,000
Number of returns with total statutory adjustments 820
Total statutory adjustments amount $1,893,000
Number of returns with educator expenses 50
Educator expenses amount $12,000
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 $280,000
Number of returns with IRA payments 60
IRA payments amount $275,000
Number of returns with student loan interest deduction 500
Student loan interest deduction amount $564,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $49,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,310
Total itemized deductions amount $20,588,000
Amount of AGI for itemized returns $81,940,000
Number of returns with State and local income taxes 1,240
State and local income taxes amount $3,806,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $85,000
Number of returns with real estate taxes 1,220
Real estate taxes amount $3,563,000
Number of returns with taxes paid 1,310
Taxes paid amount $7,795,000
Number of returns with mortgage interest paid 1,150
Mortgage interest paid amount $7,366,000
Number of returns with contributions 960
Contributions amount $1,903,000
Number of returns with taxable income 2,490
Taxable income amount $100,920,000
Number of returns with income tax before credits 2,480
Income tax before credits amount $14,334,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,010
Total tax credits amount $1,582,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 150
Child and dependent care credit amount $84,000
Number of returns with nonrefundable education credit 170
Nonrefundable education credit amount $206,000
Number of returns with retirement savings contribution credit 160
Retirement savings contribution credit amount $30,000
Number of returns with child tax credit 750
Child tax credit amount $1,220,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $8,000
Number of returns with self-employment tax 250
Self-employment tax amount $687,000
Number of returns with total tax payments 2,470
Total tax payments amount $17,691,000
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 130
Additional child tax credit amount $171,000
Number of returns with refundable education credit 120
Refundable education credit amount $111,000
Number of returns with income tax 2,360
Income tax amount [10] $12,751,000
Number of returns with tax liability 2,400
Total tax liability amount [11] $13,549,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 530
Tax due at time of filing amount [12] $1,043,000
Number of returns with overpayments refunded 1,930
Overpayments refunded amount [13] $5,087,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $45,000

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

Number of returns 2,100
Number of single returns 370
Number of joint returns 1,530
Number of head of household returns 170
Number of returns with paid preparer's signature 1,110
Number of exemptions 5,680
Number of dependents 2,050
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] 180
Number of elderly returns [4] 370
Adjust gross income (AGI) [5] $183,045,000
Number of returns with total income 2,100
Salaries and wages amount $185,084,000
Number of returns with salaries and wages 1,970
Salaries and wages amount $155,469
Number of returns with taxable interest 670
Taxable interest amount $312
Number of returns with ordinary dividends 420
Ordinary dividends amount $734,000
Number of returns with qualified dividends 390
Qualified dividends amount [6] $489
Number of returns with state and local income tax refunds 770
State and local income tax refunds amount $600
Number of returns with business or professional net income (less loss) 360
Business or professional net income (less loss) amount $4,682,000
Number of returns with net capital gain (less loss) 350
Net capital gain (less loss) amount $1,100,000
Number of returns with taxable individual retirement arrangements distributions 210
Taxable individual retirement arrangements distributions amount $3,385,000
Number of returns with taxable pensions and annuities 390
Taxable pensions and annuities amount $10,245,000
Number of farm returns 20
Number of returns with unemployment compensation 130
Unemployment compensation amount [7] $736,000
Number of returns with taxable Social Security benefits 290
Taxable Social Security benefits amount $5,595,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $1,172,000
Number of returns with total statutory adjustments 790
Total statutory adjustments amount $2,039,000
Number of returns with educator expenses 80
Educator expenses amount $22,000
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 $363,000
Number of returns with IRA payments 60
IRA payments amount $270,000
Number of returns with student loan interest deduction 440
Student loan interest deduction amount $531,000
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 $54,000
Number of returns with itemized deductions 1,440
Total itemized deductions amount $27,162,000
Amount of AGI for itemized returns $127,056,000
Number of returns with State and local income taxes 1,420
State and local income taxes amount $6,014,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $85,000
Number of returns with real estate taxes 1,380
Real estate taxes amount $4,488,000
Number of returns with taxes paid 1,440
Taxes paid amount $10,975,000
Number of returns with mortgage interest paid 1,330
Mortgage interest paid amount $9,962,000
Number of returns with contributions 1,160
Contributions amount $2,867,000
Number of returns with taxable income 2,090
Taxable income amount $125,037,000
Number of returns with income tax before credits 2,090
Income tax before credits amount $18,162,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,100
Total tax credits amount $1,989,000
Number of returns with foreign tax credit 100
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 250
Child and dependent care credit amount $139,000
Number of returns with nonrefundable education credit 210
Nonrefundable education credit amount $282,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 880
Child tax credit amount $1,518,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $15,000
Number of returns with self-employment tax 270
Self-employment tax amount $803,000
Number of returns with total tax payments 2,090
Total tax payments amount $20,734,000
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 140
Refundable education credit amount $128,000
Number of returns with income tax 2,080
Income tax amount [10] $16,173,000
Number of returns with tax liability 2,080
Total tax liability amount [11] $17,120,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 530
Tax due at time of filing amount [12] $1,245,000
Number of returns with overpayments refunded 1,540
Overpayments refunded amount [13] $4,764,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $70,000

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

Number of returns 3,920
Number of single returns 240
Number of joint returns 3,560
Number of head of household returns 130
Number of returns with paid preparer's signature 2,040
Number of exemptions 12,580
Number of dependents 5,100
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] 230
Number of elderly returns [4] 480
Adjust gross income (AGI) [5] $530,562,000
Number of returns with total income 3,920
Salaries and wages amount $534,953,000
Number of returns with salaries and wages 3,810
Salaries and wages amount $474,042
Number of returns with taxable interest 1,680
Taxable interest amount $850
Number of returns with ordinary dividends 1,130
Ordinary dividends amount $1,750,000
Number of returns with qualified dividends 1,060
Qualified dividends amount [6] $1,219
Number of returns with state and local income tax refunds 1,840
State and local income tax refunds amount $1,494
Number of returns with business or professional net income (less loss) 650
Business or professional net income (less loss) amount $8,377,000
Number of returns with net capital gain (less loss) 930
Net capital gain (less loss) amount $5,887,000
Number of returns with taxable individual retirement arrangements distributions 360
Taxable individual retirement arrangements distributions amount $6,840,000
Number of returns with taxable pensions and annuities 640
Taxable pensions and annuities amount $17,055,000
Number of farm returns 30
Number of returns with unemployment compensation 190
Unemployment compensation amount [7] $1,010,000
Number of returns with taxable Social Security benefits 290
Taxable Social Security benefits amount $6,367,000
Number of returns with partnership/S-corp net income (less loss) 300
Partnership/S-corp net income (less loss) amount $9,040,000
Number of returns with total statutory adjustments 1,700
Total statutory adjustments amount $4,391,000
Number of returns with educator expenses 290
Educator expenses amount $74,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $345,000
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $697,000
Number of returns with IRA payments 120
IRA payments amount $629,000
Number of returns with student loan interest deduction 880
Student loan interest deduction amount $1,030,000
Number of returns with tuition and fees deduction 80
Tuition and fees deduction amount $163,000
Returns with domestic production activities deduction 50
Domestic production activities deduction amount $173,000
Number of returns with itemized deductions 3,590
Total itemized deductions amount $83,714,000
Amount of AGI for itemized returns $490,513,000
Number of returns with State and local income taxes 3,570
State and local income taxes amount $25,496,000
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 3,490
Real estate taxes amount $14,056,000
Number of returns with taxes paid 3,590
Taxes paid amount $41,137,000
Number of returns with mortgage interest paid 3,340
Mortgage interest paid amount $28,241,000
Number of returns with contributions 3,110
Contributions amount $8,589,000
Number of returns with taxable income 3,920
Taxable income amount $391,706,000
Number of returns with income tax before credits 3,920
Income tax before credits amount $65,837,000
Number of returns with alternative minimum tax 50
Alternative minimum tax amount $95,000
Number of returns with total tax credits 2,130
Total tax credits amount $3,078,000
Number of returns with foreign tax credit 270
Foreign tax credit amount $27,000
Number of returns with child and dependent care credit 770
Child and dependent care credit amount $422,000
Number of returns with nonrefundable education credit 490
Nonrefundable education credit amount $731,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 1,310
Child tax credit amount $1,782,000
Number of returns with residential energy tax credit 70
Residential energy tax credit amount $20,000
Number of returns with self-employment tax 490
Self-employment tax amount $1,493,000
Number of returns with total tax payments 3,910
Total tax payments amount $69,356,000
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 450
Refundable education credit amount $460,000
Number of returns with income tax 3,920
Income tax amount [10] $62,759,000
Number of returns with tax liability 3,920
Total tax liability amount [11] $64,665,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,350
Tax due at time of filing amount [12] $4,645,000
Number of returns with overpayments refunded 2,530
Overpayments refunded amount [13] $9,092,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $201,000

Adjusted Gross Income: $200,000 or more

Number of returns 620
Number of single returns 20
Number of joint returns 580
Number of head of household returns 0
Number of returns with paid preparer's signature 390
Number of exemptions 2,160
Number of dependents 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] 0
Number of elderly returns [4] 70
Adjust gross income (AGI) [5] $183,526,000
Number of returns with total income 620
Salaries and wages amount $186,135,000
Number of returns with salaries and wages 600
Salaries and wages amount $135,350
Number of returns with taxable interest 420
Taxable interest amount $484
Number of returns with ordinary dividends 340
Ordinary dividends amount $1,487,000
Number of returns with qualified dividends 310
Qualified dividends amount [6] $1,168
Number of returns with state and local income tax refunds 240
State and local income tax refunds amount $543
Number of returns with business or professional net income (less loss) 110
Business or professional net income (less loss) amount $4,545,000
Number of returns with net capital gain (less loss) 300
Net capital gain (less loss) amount $8,153,000
Number of returns with taxable individual retirement arrangements distributions 80
Taxable individual retirement arrangements distributions amount $2,448,000
Number of returns with taxable pensions and annuities 90
Taxable pensions and annuities amount $3,459,000
Number of farm returns 20
Number of returns with unemployment compensation 20
Unemployment compensation amount [7] $131,000
Number of returns with taxable Social Security benefits 40
Taxable Social Security benefits amount $1,004,000
Number of returns with partnership/S-corp net income (less loss) 140
Partnership/S-corp net income (less loss) amount $24,190,000
Number of returns with total statutory adjustments 200
Total statutory adjustments amount $2,609,000
Number of returns with educator expenses 40
Educator expenses amount $10,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $501,000
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $653,000
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 30
Domestic production activities deduction amount $432,000
Number of returns with itemized deductions 610
Total itemized deductions amount $26,325,000
Amount of AGI for itemized returns $180,703,000
Number of returns with State and local income taxes 610
State and local income taxes amount $12,100,000
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 600
Real estate taxes amount $3,140,000
Number of returns with taxes paid 610
Taxes paid amount $15,580,000
Number of returns with mortgage interest paid 540
Mortgage interest paid amount $5,360,000
Number of returns with contributions 580
Contributions amount $3,563,000
Number of returns with taxable income 620
Taxable income amount $149,465,000
Number of returns with income tax before credits 620
Income tax before credits amount $36,408,000
Number of returns with alternative minimum tax 370
Alternative minimum tax amount $1,561,000
Number of returns with total tax credits 220
Total tax credits amount $163,000
Number of returns with foreign tax credit 120
Foreign tax credit amount $16,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $37,000
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 20
Residential energy tax credit amount $6,000
Number of returns with self-employment tax 90
Self-employment tax amount $613,000
Number of returns with total tax payments 610
Total tax payments amount $35,206,000
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 620
Income tax amount [10] $36,245,000
Number of returns with tax liability 620
Total tax liability amount [11] $37,701,000
Number of returns with net investment income tax 230
Net investment income tax $328,000
Number of returns with tax due at time of filing 310
Tax due at time of filing amount [12] $5,099,000
Number of returns with overpayments refunded 270
Overpayments refunded amount [13] $1,698,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $866,000

[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.