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ZIP Code Database - Facts & Stats

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ZIP Code 56601 Income Tax Stats

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

ZIP Code 56601 Data

Zip Code:56601
City:Bemidji
State:MN [Minnesota]
Counties: BELTRAMI, MN
City Alias(es):Bemidji
Area Code:218
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


56601 Income Tax Overview

Total Number of Tax Returns for ZIP Code 56601 [1] 14,610
Total Number of Single Tax Returns for ZIP Code 56601 5,420
Total Number of Joint Tax Returns for ZIP Code 56601 5,740
Total Number of Dependents for ZIP Code 56601 8,190
Total Adjusted Gross Income for ZIP Code 56601 $838,637,000
Average Income per Person for ZIP Code 56601 $26,024
Average Income per Household for ZIP Code 56601 $57,402

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 5,200
Number of single returns 3,980
Number of joint returns 520
Number of head of household returns 650
Number of returns with paid preparer's signature 2,390
Number of exemptions 6,300
Number of dependents 1,700
Total number of volunteer prepared returns [5] 430
Number of volunteer income tax assistance (VITA) prepared returns [3] 60
Number of tax counseling for the elderly (TCE) prepared returns [3] 370
Number of volunteer prepared returns with Earned Income Credit 30
Number of refund anticipation check returns [3] 870
Number of elderly returns [4] 1,030
Adjust gross income (AGI) [5] $63,753,000
Number of returns with total income 5,200
Salaries and wages amount $64,753,000
Number of returns with salaries and wages 4,320
Salaries and wages amount $50,638
Number of returns with taxable interest 850
Taxable interest amount $528
Number of returns with ordinary dividends 370
Ordinary dividends amount $622,000
Number of returns with qualified dividends 330
Qualified dividends amount [6] $432
Number of returns with state and local income tax refunds 50
State and local income tax refunds amount $24
Number of returns with business or professional net income (less loss) 540
Business or professional net income (less loss) amount $2,966,000
Number of returns with net capital gain (less loss) 360
Net capital gain (less loss) amount $478,000
Number of returns with taxable individual retirement arrangements distributions 310
Taxable individual retirement arrangements distributions amount $1,905,000
Number of returns with taxable pensions and annuities 650
Taxable pensions and annuities amount $6,007,000
Number of farm returns 40
Number of returns with unemployment compensation 170
Unemployment compensation amount [7] $652,000
Number of returns with taxable Social Security benefits 260
Taxable Social Security benefits amount $532,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $190,000
Number of returns with total statutory adjustments 760
Total statutory adjustments amount $1,000,000
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 60
Self-employment health insurance deduction amount $177,000
Number of returns with IRA payments 30
IRA payments amount $88,000
Number of returns with student loan interest deduction 280
Student loan interest deduction amount $225,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $149,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 190
Total itemized deductions amount $3,273,000
Amount of AGI for itemized returns $3,094,000
Number of returns with State and local income taxes 90
State and local income taxes amount $163,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $58,000
Number of returns with real estate taxes 140
Real estate taxes amount $355,000
Number of returns with taxes paid 190
Taxes paid amount $624,000
Number of returns with mortgage interest paid 80
Mortgage interest paid amount $419,000
Number of returns with contributions 150
Contributions amount $364,000
Number of returns with taxable income 2,450
Taxable income amount $15,184,000
Number of returns with income tax before credits 2,410
Income tax before credits amount $1,597,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 720
Total tax credits amount $244,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $15,000
Number of returns with nonrefundable education credit 240
Nonrefundable education credit amount $135,000
Number of returns with retirement savings contribution credit 290
Retirement savings contribution credit amount $42,000
Number of returns with child tax credit 160
Child tax credit amount $50,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $4,000
Number of returns with self-employment tax 430
Self-employment tax amount $550,000
Number of returns with total tax payments 4,740
Total tax payments amount $9,265,000
Number of returns with earned income credit 1,580
Earned income credit amount [8] $3,607,000
Number of returns with excess earned income credit 1,400
Excess earned income credit (refundable) amount [9] $3,315,000
Number of returns with additional child tax credit 820
Additional child tax credit amount $978,000
Number of returns with refundable education credit 290
Refundable education credit amount $235,000
Number of returns with income tax 2,020
Income tax amount [10] $1,353,000
Number of returns with tax liability 2,410
Total tax liability amount [11] $1,994,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 410
Tax due at time of filing amount [12] $286,000
Number of returns with overpayments refunded 4,460
Overpayments refunded amount [13] $7,514,000
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 3,550
Number of single returns 1,990
Number of joint returns 900
Number of head of household returns 590
Number of returns with paid preparer's signature 1,860
Number of exemptions 6,240
Number of dependents 1,810
Total number of volunteer prepared returns [5] 170
Number of volunteer income tax assistance (VITA) prepared returns [3] 40
Number of tax counseling for the elderly (TCE) prepared returns [3] 130
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 560
Number of elderly returns [4] 850
Adjust gross income (AGI) [5] $128,524,000
Number of returns with total income 3,550
Salaries and wages amount $130,700,000
Number of returns with salaries and wages 3,060
Salaries and wages amount $102,623
Number of returns with taxable interest 860
Taxable interest amount $684
Number of returns with ordinary dividends 400
Ordinary dividends amount $747,000
Number of returns with qualified dividends 360
Qualified dividends amount [6] $500
Number of returns with state and local income tax refunds 240
State and local income tax refunds amount $145
Number of returns with business or professional net income (less loss) 440
Business or professional net income (less loss) amount $3,430,000
Number of returns with net capital gain (less loss) 340
Net capital gain (less loss) amount $848,000
Number of returns with taxable individual retirement arrangements distributions 330
Taxable individual retirement arrangements distributions amount $3,004,000
Number of returns with taxable pensions and annuities 710
Taxable pensions and annuities amount $12,673,000
Number of farm returns 50
Number of returns with unemployment compensation 240
Unemployment compensation amount [7] $1,360,000
Number of returns with taxable Social Security benefits 660
Taxable Social Security benefits amount $4,353,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $523,000
Number of returns with total statutory adjustments 1,040
Total statutory adjustments amount $2,176,000
Number of returns with educator expenses 100
Educator expenses amount $23,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $200,000
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $332,000
Number of returns with IRA payments 100
IRA payments amount $455,000
Number of returns with student loan interest deduction 610
Student loan interest deduction amount $603,000
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 560
Total itemized deductions amount $8,336,000
Amount of AGI for itemized returns $21,866,000
Number of returns with State and local income taxes 460
State and local income taxes amount $965,000
Number of returns with State and local general sales tax 90
State and local general sales tax amount $116,000
Number of returns with real estate taxes 450
Real estate taxes amount $887,000
Number of returns with taxes paid 560
Taxes paid amount $2,059,000
Number of returns with mortgage interest paid 350
Mortgage interest paid amount $1,653,000
Number of returns with contributions 340
Contributions amount $966,000
Number of returns with taxable income 3,440
Taxable income amount $69,367,000
Number of returns with income tax before credits 3,410
Income tax before credits amount $8,531,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,340
Total tax credits amount $1,072,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 170
Child and dependent care credit amount $79,000
Number of returns with nonrefundable education credit 240
Nonrefundable education credit amount $230,000
Number of returns with retirement savings contribution credit 590
Retirement savings contribution credit amount $110,000
Number of returns with child tax credit 680
Child tax credit amount $635,000
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 $727,000
Number of returns with total tax payments 3,480
Total tax payments amount $14,630,000
Number of returns with earned income credit 740
Earned income credit amount [8] $1,552,000
Number of returns with excess earned income credit 580
Excess earned income credit (refundable) amount [9] $1,263,000
Number of returns with additional child tax credit 490
Additional child tax credit amount $798,000
Number of returns with refundable education credit 140
Refundable education credit amount $118,000
Number of returns with income tax 2,940
Income tax amount [10] $7,460,000
Number of returns with tax liability 3,090
Total tax liability amount [11] $8,392,000
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] $657,000
Number of returns with overpayments refunded 2,920
Overpayments refunded amount [13] $6,846,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $56,000

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

Number of returns 2,100
Number of single returns 770
Number of joint returns 1,080
Number of head of household returns 210
Number of returns with paid preparer's signature 1,270
Number of exemptions 4,510
Number of dependents 1,330
Total number of volunteer prepared returns [5] 70
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
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] 190
Number of elderly returns [4] 670
Adjust gross income (AGI) [5] $129,827,000
Number of returns with total income 2,100
Salaries and wages amount $131,835,000
Number of returns with salaries and wages 1,770
Salaries and wages amount $95,756
Number of returns with taxable interest 800
Taxable interest amount $654
Number of returns with ordinary dividends 380
Ordinary dividends amount $1,104,000
Number of returns with qualified dividends 350
Qualified dividends amount [6] $809
Number of returns with state and local income tax refunds 410
State and local income tax refunds amount $307
Number of returns with business or professional net income (less loss) 370
Business or professional net income (less loss) amount $3,073,000
Number of returns with net capital gain (less loss) 370
Net capital gain (less loss) amount $1,319,000
Number of returns with taxable individual retirement arrangements distributions 340
Taxable individual retirement arrangements distributions amount $4,000,000
Number of returns with taxable pensions and annuities 580
Taxable pensions and annuities amount $14,542,000
Number of farm returns 40
Number of returns with unemployment compensation 180
Unemployment compensation amount [7] $1,257,000
Number of returns with taxable Social Security benefits 520
Taxable Social Security benefits amount $7,919,000
Number of returns with partnership/S-corp net income (less loss) 130
Partnership/S-corp net income (less loss) amount $1,210,000
Number of returns with total statutory adjustments 830
Total statutory adjustments amount $2,008,000
Number of returns with educator expenses 130
Educator expenses amount $33,000
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 $332,000
Number of returns with IRA payments 90
IRA payments amount $452,000
Number of returns with student loan interest deduction 430
Student loan interest deduction amount $469,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $52,000
Returns with domestic production activities deduction 40
Domestic production activities deduction amount $96,000
Number of returns with itemized deductions 780
Total itemized deductions amount $12,760,000
Amount of AGI for itemized returns $48,776,000
Number of returns with State and local income taxes 740
State and local income taxes amount $2,303,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $92,000
Number of returns with real estate taxes 700
Real estate taxes amount $1,599,000
Number of returns with taxes paid 780
Taxes paid amount $4,126,000
Number of returns with mortgage interest paid 570
Mortgage interest paid amount $2,839,000
Number of returns with contributions 540
Contributions amount $1,431,000
Number of returns with taxable income 2,090
Taxable income amount $84,339,000
Number of returns with income tax before credits 2,090
Income tax before credits amount $11,685,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 900
Total tax credits amount $1,279,000
Number of returns with foreign tax credit 120
Foreign tax credit amount $8,000
Number of returns with child and dependent care credit 170
Child and dependent care credit amount $83,000
Number of returns with nonrefundable education credit 150
Nonrefundable education credit amount $163,000
Number of returns with retirement savings contribution credit 210
Retirement savings contribution credit amount $39,000
Number of returns with child tax credit 580
Child tax credit amount $939,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $6,000
Number of returns with self-employment tax 260
Self-employment tax amount $637,000
Number of returns with total tax payments 2,080
Total tax payments amount $14,327,000
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 110
Additional child tax credit amount $169,000
Number of returns with refundable education credit 80
Refundable education credit amount $69,000
Number of returns with income tax 1,990
Income tax amount [10] $10,407,000
Number of returns with tax liability 2,020
Total tax liability amount [11] $11,159,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 500
Tax due at time of filing amount [12] $1,023,000
Number of returns with overpayments refunded 1,560
Overpayments refunded amount [13] $4,081,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $86,000

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

Number of returns 1,510
Number of single returns 230
Number of joint returns 1,210
Number of head of household returns 50
Number of returns with paid preparer's signature 980
Number of exemptions 3,900
Number of dependents 1,190
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] 550
Adjust gross income (AGI) [5] $130,597,000
Number of returns with total income 1,510
Salaries and wages amount $132,575,000
Number of returns with salaries and wages 1,250
Salaries and wages amount $90,406
Number of returns with taxable interest 750
Taxable interest amount $756
Number of returns with ordinary dividends 400
Ordinary dividends amount $1,516,000
Number of returns with qualified dividends 370
Qualified dividends amount [6] $1,102
Number of returns with state and local income tax refunds 380
State and local income tax refunds amount $324
Number of returns with business or professional net income (less loss) 340
Business or professional net income (less loss) amount $3,256,000
Number of returns with net capital gain (less loss) 400
Net capital gain (less loss) amount $2,352,000
Number of returns with taxable individual retirement arrangements distributions 320
Taxable individual retirement arrangements distributions amount $5,173,000
Number of returns with taxable pensions and annuities 470
Taxable pensions and annuities amount $15,538,000
Number of farm returns 50
Number of returns with unemployment compensation 140
Unemployment compensation amount [7] $881,000
Number of returns with taxable Social Security benefits 450
Taxable Social Security benefits amount $9,406,000
Number of returns with partnership/S-corp net income (less loss) 150
Partnership/S-corp net income (less loss) amount $1,700,000
Number of returns with total statutory adjustments 640
Total statutory adjustments amount $1,978,000
Number of returns with educator expenses 90
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 60
Self-employment health insurance deduction amount $396,000
Number of returns with IRA payments 80
IRA payments amount $451,000
Number of returns with student loan interest deduction 280
Student loan interest deduction amount $322,000
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 700
Total itemized deductions amount $13,634,000
Amount of AGI for itemized returns $61,696,000
Number of returns with State and local income taxes 680
State and local income taxes amount $2,985,000
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 650
Real estate taxes amount $1,816,000
Number of returns with taxes paid 700
Taxes paid amount $5,058,000
Number of returns with mortgage interest paid 510
Mortgage interest paid amount $3,122,000
Number of returns with contributions 560
Contributions amount $2,013,000
Number of returns with taxable income 1,510
Taxable income amount $90,938,000
Number of returns with income tax before credits 1,500
Income tax before credits amount $12,772,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 710
Total tax credits amount $1,288,000
Number of returns with foreign tax credit 130
Foreign tax credit amount $8,000
Number of returns with child and dependent care credit 200
Child and dependent care credit amount $112,000
Number of returns with nonrefundable education credit 140
Nonrefundable education credit amount $195,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 490
Child tax credit amount $912,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $7,000
Number of returns with self-employment tax 250
Self-employment tax amount $605,000
Number of returns with total tax payments 1,500
Total tax payments amount $14,469,000
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 90
Refundable education credit amount $86,000
Number of returns with income tax 1,480
Income tax amount [10] $11,484,000
Number of returns with tax liability 1,490
Total tax liability amount [11] $12,171,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 430
Tax due at time of filing amount [12] $1,081,000
Number of returns with overpayments refunded 1,030
Overpayments refunded amount [13] $3,216,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $134,000

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

Number of returns 1,850
Number of single returns 150
Number of joint returns 1,670
Number of head of household returns 40
Number of returns with paid preparer's signature 1,250
Number of exemptions 5,300
Number of dependents 1,780
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 60
Number of elderly returns [4] 610
Adjust gross income (AGI) [5] $241,119,000
Number of returns with total income 1,850
Salaries and wages amount $244,293,000
Number of returns with salaries and wages 1,590
Salaries and wages amount $173,912
Number of returns with taxable interest 1,080
Taxable interest amount $1,992
Number of returns with ordinary dividends 620
Ordinary dividends amount $3,009,000
Number of returns with qualified dividends 570
Qualified dividends amount [6] $2,336
Number of returns with state and local income tax refunds 710
State and local income tax refunds amount $734
Number of returns with business or professional net income (less loss) 390
Business or professional net income (less loss) amount $5,009,000
Number of returns with net capital gain (less loss) 590
Net capital gain (less loss) amount $6,615,000
Number of returns with taxable individual retirement arrangements distributions 360
Taxable individual retirement arrangements distributions amount $8,584,000
Number of returns with taxable pensions and annuities 530
Taxable pensions and annuities amount $23,242,000
Number of farm returns 70
Number of returns with unemployment compensation 110
Unemployment compensation amount [7] $717,000
Number of returns with taxable Social Security benefits 440
Taxable Social Security benefits amount $10,365,000
Number of returns with partnership/S-corp net income (less loss) 300
Partnership/S-corp net income (less loss) amount $6,292,000
Number of returns with total statutory adjustments 870
Total statutory adjustments amount $3,174,000
Number of returns with educator expenses 220
Educator expenses amount $62,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $585,000
Number of returns with self-employment health insurance deduction 90
Self-employment health insurance deduction amount $723,000
Number of returns with IRA payments 100
IRA payments amount $501,000
Number of returns with student loan interest deduction 350
Student loan interest deduction amount $410,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $74,000
Returns with domestic production activities deduction 40
Domestic production activities deduction amount $161,000
Number of returns with itemized deductions 1,380
Total itemized deductions amount $33,250,000
Amount of AGI for itemized returns $184,999,000
Number of returns with State and local income taxes 1,360
State and local income taxes amount $10,058,000
Number of returns with State and local general sales tax 20
State and local general sales tax amount $50,000
Number of returns with real estate taxes 1,320
Real estate taxes amount $4,470,000
Number of returns with taxes paid 1,380
Taxes paid amount $15,118,000
Number of returns with mortgage interest paid 1,120
Mortgage interest paid amount $7,137,000
Number of returns with contributions 1,170
Contributions amount $4,562,000
Number of returns with taxable income 1,850
Taxable income amount $180,437,000
Number of returns with income tax before credits 1,850
Income tax before credits amount $29,601,000
Number of returns with alternative minimum tax 50
Alternative minimum tax amount $115,000
Number of returns with total tax credits 920
Total tax credits amount $1,392,000
Number of returns with foreign tax credit 240
Foreign tax credit amount $47,000
Number of returns with child and dependent care credit 290
Child and dependent care credit amount $165,000
Number of returns with nonrefundable education credit 200
Nonrefundable education credit amount $286,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 510
Child tax credit amount $744,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $19,000
Number of returns with self-employment tax 270
Self-employment tax amount $855,000
Number of returns with total tax payments 1,840
Total tax payments amount $31,797,000
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 160
Refundable education credit amount $171,000
Number of returns with income tax 1,840
Income tax amount [10] $28,209,000
Number of returns with tax liability 1,840
Total tax liability amount [11] $29,256,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 650
Tax due at time of filing amount [12] $2,468,000
Number of returns with overpayments refunded 1,110
Overpayments refunded amount [13] $4,513,000
Number of returns with credit to next year’s estimated tax 130
Credited to next year’s estimated tax amount $470,000

Adjusted Gross Income: $200,000 or more

Number of returns 400
Number of single returns 40
Number of joint returns 360
Number of head of household returns 0
Number of returns with paid preparer's signature 340
Number of exemptions 1,140
Number of dependents 380
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] 150
Adjust gross income (AGI) [5] $144,817,000
Number of returns with total income 400
Salaries and wages amount $147,662,000
Number of returns with salaries and wages 350
Salaries and wages amount $79,700
Number of returns with taxable interest 330
Taxable interest amount $1,254
Number of returns with ordinary dividends 230
Ordinary dividends amount $3,610,000
Number of returns with qualified dividends 210
Qualified dividends amount [6] $2,871
Number of returns with state and local income tax refunds 160
State and local income tax refunds amount $549
Number of returns with business or professional net income (less loss) 110
Business or professional net income (less loss) amount $3,830,000
Number of returns with net capital gain (less loss) 240
Net capital gain (less loss) amount $13,236,000
Number of returns with taxable individual retirement arrangements distributions 100
Taxable individual retirement arrangements distributions amount $3,299,000
Number of returns with taxable pensions and annuities 120
Taxable pensions and annuities amount $6,015,000
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 100
Taxable Social Security benefits amount $2,440,000
Number of returns with partnership/S-corp net income (less loss) 190
Partnership/S-corp net income (less loss) amount $28,740,000
Number of returns with total statutory adjustments 190
Total statutory adjustments amount $2,845,000
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 80
Self-employment health insurance deduction amount $942,000
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 $820,000
Number of returns with itemized deductions 390
Total itemized deductions amount $21,523,000
Amount of AGI for itemized returns $141,030,000
Number of returns with State and local income taxes 390
State and local income taxes amount $11,164,000
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 370
Real estate taxes amount $2,522,000
Number of returns with taxes paid 390
Taxes paid amount $13,878,000
Number of returns with mortgage interest paid 270
Mortgage interest paid amount $2,719,000
Number of returns with contributions 360
Contributions amount $4,526,000
Number of returns with taxable income 400
Taxable income amount $119,868,000
Number of returns with income tax before credits 400
Income tax before credits amount $31,148,000
Number of returns with alternative minimum tax 250
Alternative minimum tax amount $1,593,000
Number of returns with total tax credits 170
Total tax credits amount $359,000
Number of returns with foreign tax credit 110
Foreign tax credit amount $62,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $23,000
Number of returns with nonrefundable education credit 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 90
Self-employment tax amount $485,000
Number of returns with total tax payments 400
Total tax payments amount $30,875,000
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 400
Income tax amount [10] $30,790,000
Number of returns with tax liability 400
Total tax liability amount [11] $31,836,000
Number of returns with net investment income tax 190
Net investment income tax $316,000
Number of returns with tax due at time of filing 190
Tax due at time of filing amount [12] $4,685,000
Number of returns with overpayments refunded 140
Overpayments refunded amount [13] $2,041,000
Number of returns with credit to next year’s estimated tax 90
Credited to next year’s estimated tax amount $1,654,000

[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.