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ZIP Code Database - Facts & Stats

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ZIP Code 55422 Income Tax Stats

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

ZIP Code 55422 Data

Zip Code:55422
City:Minneapolis
State:MN [Minnesota]
Counties: HENNEPIN, MN
City Alias(es):Minneapolis
Area Code:763 / 952 / 651
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


55422 Income Tax Overview

Total Number of Tax Returns for ZIP Code 55422 [1] 15,280
Total Number of Single Tax Returns for ZIP Code 55422 4,430
Total Number of Joint Tax Returns for ZIP Code 55422 4,980
Total Number of Dependents for ZIP Code 55422 6,750
Total Adjusted Gross Income for ZIP Code 55422 $1,204,930,000
Average Income per Person for ZIP Code 55422 $43,312
Average Income per Household for ZIP Code 55422 $78,857

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 3,990
Number of single returns 3,190
Number of joint returns 270
Number of head of household returns 480
Number of returns with paid preparer's signature 1,550
Number of exemptions 4,520
Number of dependents 1,060
Total number of volunteer prepared returns [5] 400
Number of volunteer income tax assistance (VITA) prepared returns [3] 100
Number of tax counseling for the elderly (TCE) prepared returns [3] 290
Number of volunteer prepared returns with Earned Income Credit 60
Number of refund anticipation check returns [3] 560
Number of elderly returns [4] 1,080
Adjust gross income (AGI) [5] $47,179,000
Number of returns with total income 3,990
Salaries and wages amount $48,197,000
Number of returns with salaries and wages 2,920
Salaries and wages amount $34,875
Number of returns with taxable interest 690
Taxable interest amount $367
Number of returns with ordinary dividends 510
Ordinary dividends amount $1,027,000
Number of returns with qualified dividends 470
Qualified dividends amount [6] $595
Number of returns with state and local income tax refunds 90
State and local income tax refunds amount $68
Number of returns with business or professional net income (less loss) 550
Business or professional net income (less loss) amount $3,265,000
Number of returns with net capital gain (less loss) 450
Net capital gain (less loss) amount $472,000
Number of returns with taxable individual retirement arrangements distributions 380
Taxable individual retirement arrangements distributions amount $2,533,000
Number of returns with taxable pensions and annuities 640
Taxable pensions and annuities amount $5,076,000
Number of farm returns 0
Number of returns with unemployment compensation 100
Unemployment compensation amount [7] $465,000
Number of returns with taxable Social Security benefits 260
Taxable Social Security benefits amount $464,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $206,000
Number of returns with total statutory adjustments 710
Total statutory adjustments amount $1,018,000
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 70
Self-employment health insurance deduction amount $186,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 230
Student loan interest deduction amount $225,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $110,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 350
Total itemized deductions amount $5,762,000
Amount of AGI for itemized returns $5,227,000
Number of returns with State and local income taxes 140
State and local income taxes amount $179,000
Number of returns with State and local general sales tax 160
State and local general sales tax amount $99,000
Number of returns with real estate taxes 270
Real estate taxes amount $714,000
Number of returns with taxes paid 340
Taxes paid amount $1,027,000
Number of returns with mortgage interest paid 190
Mortgage interest paid amount $1,013,000
Number of returns with contributions 250
Contributions amount $487,000
Number of returns with taxable income 1,820
Taxable income amount $11,339,000
Number of returns with income tax before credits 1,740
Income tax before credits amount $1,169,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 450
Total tax credits amount $163,000
Number of returns with foreign tax credit 40
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 160
Nonrefundable education credit amount $93,000
Number of returns with retirement savings contribution credit 170
Retirement savings contribution credit amount $28,000
Number of returns with child tax credit 110
Child tax credit amount $36,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 460
Self-employment tax amount $604,000
Number of returns with total tax payments 3,370
Total tax payments amount $6,254,000
Number of returns with earned income credit 1,070
Earned income credit amount [8] $2,265,000
Number of returns with excess earned income credit 920
Excess earned income credit (refundable) amount [9] $2,033,000
Number of returns with additional child tax credit 490
Additional child tax credit amount $581,000
Number of returns with refundable education credit 160
Refundable education credit amount $135,000
Number of returns with income tax 1,480
Income tax amount [10] $1,005,000
Number of returns with tax liability 1,830
Total tax liability amount [11] $1,694,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 420
Tax due at time of filing amount [12] $387,000
Number of returns with overpayments refunded 3,090
Overpayments refunded amount [13] $4,884,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $53,000

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

Number of returns 3,680
Number of single returns 2,550
Number of joint returns 460
Number of head of household returns 570
Number of returns with paid preparer's signature 1,580
Number of exemptions 5,550
Number of dependents 1,440
Total number of volunteer prepared returns [5] 130
Number of volunteer income tax assistance (VITA) prepared returns [3] 60
Number of tax counseling for the elderly (TCE) prepared returns [3] 70
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 560
Number of elderly returns [4] 760
Adjust gross income (AGI) [5] $137,279,000
Number of returns with total income 3,680
Salaries and wages amount $139,187,000
Number of returns with salaries and wages 3,200
Salaries and wages amount $114,313
Number of returns with taxable interest 690
Taxable interest amount $422
Number of returns with ordinary dividends 530
Ordinary dividends amount $1,199,000
Number of returns with qualified dividends 480
Qualified dividends amount [6] $743
Number of returns with state and local income tax refunds 390
State and local income tax refunds amount $217
Number of returns with business or professional net income (less loss) 380
Business or professional net income (less loss) amount $3,099,000
Number of returns with net capital gain (less loss) 430
Net capital gain (less loss) amount $1,077,000
Number of returns with taxable individual retirement arrangements distributions 340
Taxable individual retirement arrangements distributions amount $4,020,000
Number of returns with taxable pensions and annuities 590
Taxable pensions and annuities amount $8,745,000
Number of farm returns 0
Number of returns with unemployment compensation 140
Unemployment compensation amount [7] $766,000
Number of returns with taxable Social Security benefits 540
Taxable Social Security benefits amount $4,033,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $966,000
Number of returns with total statutory adjustments 1,050
Total statutory adjustments amount $1,908,000
Number of returns with educator expenses 60
Educator expenses amount $13,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $166,000
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $256,000
Number of returns with IRA payments 80
IRA payments amount $275,000
Number of returns with student loan interest deduction 690
Student loan interest deduction amount $789,000
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 880
Total itemized deductions amount $13,054,000
Amount of AGI for itemized returns $34,766,000
Number of returns with State and local income taxes 750
State and local income taxes amount $1,418,000
Number of returns with State and local general sales tax 100
State and local general sales tax amount $93,000
Number of returns with real estate taxes 720
Real estate taxes amount $1,918,000
Number of returns with taxes paid 870
Taxes paid amount $3,608,000
Number of returns with mortgage interest paid 610
Mortgage interest paid amount $3,220,000
Number of returns with contributions 620
Contributions amount $1,482,000
Number of returns with taxable income 3,600
Taxable income amount $81,032,000
Number of returns with income tax before credits 3,580
Income tax before credits amount $10,257,000
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 $996,000
Number of returns with foreign tax credit 120
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 140
Child and dependent care credit amount $78,000
Number of returns with nonrefundable education credit 270
Nonrefundable education credit amount $278,000
Number of returns with retirement savings contribution credit 420
Retirement savings contribution credit amount $72,000
Number of returns with child tax credit 570
Child tax credit amount $550,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $8,000
Number of returns with self-employment tax 280
Self-employment tax amount $583,000
Number of returns with total tax payments 3,570
Total tax payments amount $15,069,000
Number of returns with earned income credit 540
Earned income credit amount [8] $1,069,000
Number of returns with excess earned income credit 440
Excess earned income credit (refundable) amount [9] $903,000
Number of returns with additional child tax credit 380
Additional child tax credit amount $526,000
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] $9,261,000
Number of returns with tax liability 3,270
Total tax liability amount [11] $9,956,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 660
Tax due at time of filing amount [12] $1,001,000
Number of returns with overpayments refunded 2,970
Overpayments refunded amount [13] $6,019,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $63,000

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

Number of returns 2,590
Number of single returns 1,560
Number of joint returns 690
Number of head of household returns 260
Number of returns with paid preparer's signature 1,190
Number of exemptions 4,320
Number of dependents 1,040
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] 270
Number of elderly returns [4] 630
Adjust gross income (AGI) [5] $159,279,000
Number of returns with total income 2,590
Salaries and wages amount $161,369,000
Number of returns with salaries and wages 2,260
Salaries and wages amount $128,243
Number of returns with taxable interest 780
Taxable interest amount $510
Number of returns with ordinary dividends 580
Ordinary dividends amount $1,848,000
Number of returns with qualified dividends 520
Qualified dividends amount [6] $1,172
Number of returns with state and local income tax refunds 640
State and local income tax refunds amount $385
Number of returns with business or professional net income (less loss) 370
Business or professional net income (less loss) amount $3,584,000
Number of returns with net capital gain (less loss) 480
Net capital gain (less loss) amount $1,951,000
Number of returns with taxable individual retirement arrangements distributions 320
Taxable individual retirement arrangements distributions amount $4,598,000
Number of returns with taxable pensions and annuities 510
Taxable pensions and annuities amount $10,967,000
Number of farm returns 0
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $568,000
Number of returns with taxable Social Security benefits 460
Taxable Social Security benefits amount $7,354,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $921,000
Number of returns with total statutory adjustments 970
Total statutory adjustments amount $2,090,000
Number of returns with educator expenses 90
Educator expenses amount $21,000
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 $306,000
Number of returns with IRA payments 80
IRA payments amount $327,000
Number of returns with student loan interest deduction 610
Student loan interest deduction amount $739,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $46,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,320
Total itemized deductions amount $19,931,000
Amount of AGI for itemized returns $82,100,000
Number of returns with State and local income taxes 1,250
State and local income taxes amount $4,111,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $69,000
Number of returns with real estate taxes 1,190
Real estate taxes amount $3,162,000
Number of returns with taxes paid 1,320
Taxes paid amount $7,601,000
Number of returns with mortgage interest paid 1,060
Mortgage interest paid amount $6,025,000
Number of returns with contributions 980
Contributions amount $2,325,000
Number of returns with taxable income 2,580
Taxable income amount $110,510,000
Number of returns with income tax before credits 2,560
Income tax before credits amount $16,188,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 790
Total tax credits amount $950,000
Number of returns with foreign tax credit 150
Foreign tax credit amount $8,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $53,000
Number of returns with nonrefundable education credit 150
Nonrefundable education credit amount $188,000
Number of returns with retirement savings contribution credit 130
Retirement savings contribution credit amount $24,000
Number of returns with child tax credit 440
Child tax credit amount $656,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $10,000
Number of returns with self-employment tax 280
Self-employment tax amount $646,000
Number of returns with total tax payments 2,550
Total tax payments amount $19,237,000
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 70
Additional child tax credit amount $100,000
Number of returns with refundable education credit 90
Refundable education credit amount $79,000
Number of returns with income tax 2,500
Income tax amount [10] $15,237,000
Number of returns with tax liability 2,520
Total tax liability amount [11] $15,996,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 620
Tax due at time of filing amount [12] $1,294,000
Number of returns with overpayments refunded 1,920
Overpayments refunded amount [13] $4,386,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $94,000

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

Number of returns 1,660
Number of single returns 630
Number of joint returns 900
Number of head of household returns 110
Number of returns with paid preparer's signature 850
Number of exemptions 3,390
Number of dependents 830
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] 510
Adjust gross income (AGI) [5] $143,947,000
Number of returns with total income 1,660
Salaries and wages amount $145,773,000
Number of returns with salaries and wages 1,430
Salaries and wages amount $110,984
Number of returns with taxable interest 700
Taxable interest amount $549
Number of returns with ordinary dividends 550
Ordinary dividends amount $2,164,000
Number of returns with qualified dividends 510
Qualified dividends amount [6] $1,501
Number of returns with state and local income tax refunds 550
State and local income tax refunds amount $388
Number of returns with business or professional net income (less loss) 300
Business or professional net income (less loss) amount $4,492,000
Number of returns with net capital gain (less loss) 460
Net capital gain (less loss) amount $1,976,000
Number of returns with taxable individual retirement arrangements distributions 290
Taxable individual retirement arrangements distributions amount $5,234,000
Number of returns with taxable pensions and annuities 400
Taxable pensions and annuities amount $10,505,000
Number of farm returns 30
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $379,000
Number of returns with taxable Social Security benefits 360
Taxable Social Security benefits amount $7,211,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $1,209,000
Number of returns with total statutory adjustments 610
Total statutory adjustments amount $1,826,000
Number of returns with educator expenses 60
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 $371,000
Number of returns with IRA payments 50
IRA payments amount $229,000
Number of returns with student loan interest deduction 310
Student loan interest deduction amount $372,000
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 1,120
Total itemized deductions amount $20,468,000
Amount of AGI for itemized returns $97,593,000
Number of returns with State and local income taxes 1,090
State and local income taxes amount $5,069,000
Number of returns with State and local general sales tax 20
State and local general sales tax amount $46,000
Number of returns with real estate taxes 1,050
Real estate taxes amount $3,489,000
Number of returns with taxes paid 1,120
Taxes paid amount $8,873,000
Number of returns with mortgage interest paid 910
Mortgage interest paid amount $5,739,000
Number of returns with contributions 910
Contributions amount $2,771,000
Number of returns with taxable income 1,660
Taxable income amount $103,668,000
Number of returns with income tax before credits 1,650
Income tax before credits amount $15,983,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 600
Total tax credits amount $881,000
Number of returns with foreign tax credit 160
Foreign tax credit amount $13,000
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $58,000
Number of returns with nonrefundable education credit 120
Nonrefundable education credit amount $161,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 350
Child tax credit amount $566,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $8,000
Number of returns with self-employment tax 230
Self-employment tax amount $779,000
Number of returns with total tax payments 1,640
Total tax payments amount $17,863,000
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 80
Refundable education credit amount $72,000
Number of returns with income tax 1,640
Income tax amount [10] $15,103,000
Number of returns with tax liability 1,650
Total tax liability amount [11] $15,994,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 490
Tax due at time of filing amount [12] $1,361,000
Number of returns with overpayments refunded 1,140
Overpayments refunded amount [13] $3,078,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $133,000

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

Number of returns 2,570
Number of single returns 470
Number of joint returns 2,000
Number of head of household returns 90
Number of returns with paid preparer's signature 1,360
Number of exemptions 6,300
Number of dependents 1,730
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] 130
Number of elderly returns [4] 720
Adjust gross income (AGI) [5] $345,663,000
Number of returns with total income 2,570
Salaries and wages amount $350,613,000
Number of returns with salaries and wages 2,260
Salaries and wages amount $265,175
Number of returns with taxable interest 1,320
Taxable interest amount $1,409
Number of returns with ordinary dividends 1,130
Ordinary dividends amount $5,747,000
Number of returns with qualified dividends 1,070
Qualified dividends amount [6] $4,216
Number of returns with state and local income tax refunds 1,050
State and local income tax refunds amount $1,119
Number of returns with business or professional net income (less loss) 510
Business or professional net income (less loss) amount $12,218,000
Number of returns with net capital gain (less loss) 960
Net capital gain (less loss) amount $8,656,000
Number of returns with taxable individual retirement arrangements distributions 470
Taxable individual retirement arrangements distributions amount $12,582,000
Number of returns with taxable pensions and annuities 600
Taxable pensions and annuities amount $21,447,000
Number of farm returns 0
Number of returns with unemployment compensation 110
Unemployment compensation amount [7] $687,000
Number of returns with taxable Social Security benefits 460
Taxable Social Security benefits amount $11,115,000
Number of returns with partnership/S-corp net income (less loss) 310
Partnership/S-corp net income (less loss) amount $7,857,000
Number of returns with total statutory adjustments 1,110
Total statutory adjustments amount $4,950,000
Number of returns with educator expenses 150
Educator expenses amount $38,000
Number of returns with self-employment retirement plans 60
Self-employment retirement plans amount $790,000
Number of returns with self-employment health insurance deduction 140
Self-employment health insurance deduction amount $1,073,000
Number of returns with IRA payments 80
IRA payments amount $382,000
Number of returns with student loan interest deduction 480
Student loan interest deduction amount $584,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $131,000
Returns with domestic production activities deduction 40
Domestic production activities deduction amount $85,000
Number of returns with itemized deductions 2,220
Total itemized deductions amount $53,556,000
Amount of AGI for itemized returns $304,419,000
Number of returns with State and local income taxes 2,190
State and local income taxes amount $16,839,000
Number of returns with State and local general sales tax 20
State and local general sales tax amount $48,000
Number of returns with real estate taxes 2,120
Real estate taxes amount $9,410,000
Number of returns with taxes paid 2,220
Taxes paid amount $27,006,000
Number of returns with mortgage interest paid 1,820
Mortgage interest paid amount $13,302,000
Number of returns with contributions 1,950
Contributions amount $7,558,000
Number of returns with taxable income 2,570
Taxable income amount $262,268,000
Number of returns with income tax before credits 2,560
Income tax before credits amount $45,324,000
Number of returns with alternative minimum tax 70
Alternative minimum tax amount $142,000
Number of returns with total tax credits 1,090
Total tax credits amount $1,212,000
Number of returns with foreign tax credit 400
Foreign tax credit amount $93,000
Number of returns with child and dependent care credit 330
Child and dependent care credit amount $170,000
Number of returns with nonrefundable education credit 160
Nonrefundable education credit amount $216,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 440
Child tax credit amount $564,000
Number of returns with residential energy tax credit 90
Residential energy tax credit amount $52,000
Number of returns with self-employment tax 430
Self-employment tax amount $1,931,000
Number of returns with total tax payments 2,550
Total tax payments amount $48,885,000
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 120
Refundable education credit amount $116,000
Number of returns with income tax 2,550
Income tax amount [10] $44,113,000
Number of returns with tax liability 2,550
Total tax liability amount [11] $46,298,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 980
Tax due at time of filing amount [12] $3,984,000
Number of returns with overpayments refunded 1,490
Overpayments refunded amount [13] $5,952,000
Number of returns with credit to next year’s estimated tax 120
Credited to next year’s estimated tax amount $562,000

Adjusted Gross Income: $200,000 or more

Number of returns 790
Number of single returns 110
Number of joint returns 660
Number of head of household returns 0
Number of returns with paid preparer's signature 570
Number of exemptions 2,100
Number of dependents 650
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] 260
Adjust gross income (AGI) [5] $371,583,000
Number of returns with total income 790
Salaries and wages amount $378,029,000
Number of returns with salaries and wages 680
Salaries and wages amount $205,942
Number of returns with taxable interest 610
Taxable interest amount $3,270
Number of returns with ordinary dividends 550
Ordinary dividends amount $15,232,000
Number of returns with qualified dividends 530
Qualified dividends amount [6] $12,819
Number of returns with state and local income tax refunds 250
State and local income tax refunds amount $1,319
Number of returns with business or professional net income (less loss) 200
Business or professional net income (less loss) amount $8,503,000
Number of returns with net capital gain (less loss) 540
Net capital gain (less loss) amount $59,661,000
Number of returns with taxable individual retirement arrangements distributions 180
Taxable individual retirement arrangements distributions amount $11,366,000
Number of returns with taxable pensions and annuities 170
Taxable pensions and annuities amount $7,104,000
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 160
Taxable Social Security benefits amount $4,642,000
Number of returns with partnership/S-corp net income (less loss) 270
Partnership/S-corp net income (less loss) amount $48,597,000
Number of returns with total statutory adjustments 330
Total statutory adjustments amount $6,446,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 70
Self-employment retirement plans amount $2,227,000
Number of returns with self-employment health insurance deduction 120
Self-employment health insurance deduction amount $1,345,000
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 $448,000
Number of returns with itemized deductions 780
Total itemized deductions amount $66,637,000
Amount of AGI for itemized returns $369,170,000
Number of returns with State and local income taxes 770
State and local income taxes amount $28,454,000
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 760
Real estate taxes amount $7,502,000
Number of returns with taxes paid 780
Taxes paid amount $36,513,000
Number of returns with mortgage interest paid 610
Mortgage interest paid amount $7,368,000
Number of returns with contributions 730
Contributions amount $13,920,000
Number of returns with taxable income 790
Taxable income amount $299,430,000
Number of returns with income tax before credits 790
Income tax before credits amount $79,414,000
Number of returns with alternative minimum tax 500
Alternative minimum tax amount $4,125,000
Number of returns with total tax credits 430
Total tax credits amount $1,193,000
Number of returns with foreign tax credit 310
Foreign tax credit amount $663,000
Number of returns with child and dependent care credit 120
Child and dependent care credit amount $54,000
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 30
Residential energy tax credit amount $24,000
Number of returns with self-employment tax 190
Self-employment tax amount $1,520,000
Number of returns with total tax payments 780
Total tax payments amount $85,006,000
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 790
Income tax amount [10] $78,221,000
Number of returns with tax liability 790
Total tax liability amount [11] $82,927,000
Number of returns with net investment income tax 470
Net investment income tax $1,911,000
Number of returns with tax due at time of filing 390
Tax due at time of filing amount [12] $10,263,000
Number of returns with overpayments refunded 280
Overpayments refunded amount [13] $3,463,000
Number of returns with credit to next year’s estimated tax 130
Credited to next year’s estimated tax amount $5,596,000

[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.