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ZIP Code Database - Facts & Stats

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ZIP Code 59301 Income Tax Stats

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

ZIP Code 59301 Data

Zip Code:59301
City:Miles City
State:MT [Montana]
Counties: CUSTER, MT
City Alias(es):Miles City
Area Code:406
Time Zone: Mountain (GMT -07:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





59301 Income Tax Overview

Total Number of Tax Returns for ZIP Code 59301 [1] 5,200
Total Number of Single Tax Returns for ZIP Code 59301 1,960
Total Number of Joint Tax Returns for ZIP Code 59301 2,040
Total Number of Dependents for ZIP Code 59301 2,790
Total Adjusted Gross Income for ZIP Code 59301 $308,276,000
Average Income per Person for ZIP Code 59301 $27,032
Average Income per Household for ZIP Code 59301 $59,284

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 1,870
Number of single returns 1,380
Number of joint returns 220
Number of head of household returns 240
Number of returns with paid preparer's signature 870
Number of exemptions 2,290
Number of dependents 560
Total number of volunteer prepared returns [5] 110
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 110
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 330
Number of elderly returns [4] 450
Adjust gross income (AGI) [5] $23,332,000
Number of returns with total income 1,870
Salaries and wages amount $23,690,000
Number of returns with salaries and wages 1,480
Salaries and wages amount $18,392
Number of returns with taxable interest 400
Taxable interest amount $249
Number of returns with ordinary dividends 190
Ordinary dividends amount $328,000
Number of returns with qualified dividends 170
Qualified dividends amount [6] $196
Number of returns with state and local income tax refunds 40
State and local income tax refunds amount $27
Number of returns with business or professional net income (less loss) 210
Business or professional net income (less loss) amount $1,314,000
Number of returns with net capital gain (less loss) 180
Net capital gain (less loss) amount $403,000
Number of returns with taxable individual retirement arrangements distributions 130
Taxable individual retirement arrangements distributions amount $673,000
Number of returns with taxable pensions and annuities 260
Taxable pensions and annuities amount $2,230,000
Number of farm returns 50
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $161,000
Number of returns with taxable Social Security benefits 100
Taxable Social Security benefits amount $144,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount ($120,000)
Number of returns with total statutory adjustments 270
Total statutory adjustments amount $358,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $117,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 60
Student loan interest deduction amount $35,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $51,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 110
Total itemized deductions amount $1,446,000
Amount of AGI for itemized returns $1,520,000
Number of returns with State and local income taxes 70
State and local income taxes amount $62,000
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 90
Real estate taxes amount $189,000
Number of returns with taxes paid 100
Taxes paid amount $273,000
Number of returns with mortgage interest paid 40
Mortgage interest paid amount $175,000
Number of returns with contributions 70
Contributions amount $167,000
Number of returns with taxable income 880
Taxable income amount $5,377,000
Number of returns with income tax before credits 850
Income tax before credits amount $559,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 200
Total tax credits amount $60,000
Number of returns with foreign tax credit 0
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 40
Nonrefundable education credit amount $22,000
Number of returns with retirement savings contribution credit 80
Retirement savings contribution credit amount $15,000
Number of returns with child tax credit 60
Child tax credit amount $17,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 200
Self-employment tax amount $256,000
Number of returns with total tax payments 1,640
Total tax payments amount $3,342,000
Number of returns with earned income credit 560
Earned income credit amount [8] $1,236,000
Number of returns with excess earned income credit 480
Excess earned income credit (refundable) amount [9] $1,132,000
Number of returns with additional child tax credit 280
Additional child tax credit amount $355,000
Number of returns with refundable education credit 40
Refundable education credit amount $33,000
Number of returns with income tax 730
Income tax amount [10] $498,000
Number of returns with tax liability 900
Total tax liability amount [11] $796,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 180
Tax due at time of filing amount [12] $160,000
Number of returns with overpayments refunded 1,520
Overpayments refunded amount [13] $2,673,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 1,310
Number of single returns 730
Number of joint returns 350
Number of head of household returns 190
Number of returns with paid preparer's signature 690
Number of exemptions 2,270
Number of dependents 610
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] 230
Number of elderly returns [4] 360
Adjust gross income (AGI) [5] $47,487,000
Number of returns with total income 1,310
Salaries and wages amount $48,148,000
Number of returns with salaries and wages 1,130
Salaries and wages amount $37,559
Number of returns with taxable interest 330
Taxable interest amount $261
Number of returns with ordinary dividends 160
Ordinary dividends amount $387,000
Number of returns with qualified dividends 150
Qualified dividends amount [6] $276
Number of returns with state and local income tax refunds 90
State and local income tax refunds amount $64
Number of returns with business or professional net income (less loss) 150
Business or professional net income (less loss) amount $1,165,000
Number of returns with net capital gain (less loss) 150
Net capital gain (less loss) amount $612,000
Number of returns with taxable individual retirement arrangements distributions 130
Taxable individual retirement arrangements distributions amount $931,000
Number of returns with taxable pensions and annuities 250
Taxable pensions and annuities amount $4,694,000
Number of farm returns 80
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $270,000
Number of returns with taxable Social Security benefits 260
Taxable Social Security benefits amount $1,724,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $159,000
Number of returns with total statutory adjustments 300
Total statutory adjustments amount $661,000
Number of returns with educator expenses 30
Educator expenses amount $6,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $184,000
Number of returns with IRA payments 40
IRA payments amount $138,000
Number of returns with student loan interest deduction 130
Student loan interest deduction amount $126,000
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 200
Total itemized deductions amount $2,848,000
Amount of AGI for itemized returns $7,474,000
Number of returns with State and local income taxes 180
State and local income taxes amount $344,000
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 150
Real estate taxes amount $321,000
Number of returns with taxes paid 190
Taxes paid amount $714,000
Number of returns with mortgage interest paid 100
Mortgage interest paid amount $426,000
Number of returns with contributions 120
Contributions amount $313,000
Number of returns with taxable income 1,280
Taxable income amount $25,854,000
Number of returns with income tax before credits 1,260
Income tax before credits amount $3,171,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 430
Total tax credits amount $365,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $29,000
Number of returns with nonrefundable education credit 60
Nonrefundable education credit amount $51,000
Number of returns with retirement savings contribution credit 160
Retirement savings contribution credit amount $33,000
Number of returns with child tax credit 250
Child tax credit amount $241,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 140
Self-employment tax amount $297,000
Number of returns with total tax payments 1,280
Total tax payments amount $5,473,000
Number of returns with earned income credit 260
Earned income credit amount [8] $539,000
Number of returns with excess earned income credit 210
Excess earned income credit (refundable) amount [9] $417,000
Number of returns with additional child tax credit 180
Additional child tax credit amount $253,000
Number of returns with refundable education credit 40
Refundable education credit amount $34,000
Number of returns with income tax 1,090
Income tax amount [10] $2,806,000
Number of returns with tax liability 1,160
Total tax liability amount [11] $3,201,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 220
Tax due at time of filing amount [12] $360,000
Number of returns with overpayments refunded 1,070
Overpayments refunded amount [13] $2,499,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $111,000

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

Number of returns 800
Number of single returns 270
Number of joint returns 460
Number of head of household returns 60
Number of returns with paid preparer's signature 500
Number of exemptions 1,790
Number of dependents 520
Total number of volunteer prepared returns [5] 30
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 30
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 90
Number of elderly returns [4] 270
Adjust gross income (AGI) [5] $49,357,000
Number of returns with total income 800
Salaries and wages amount $50,267,000
Number of returns with salaries and wages 680
Salaries and wages amount $35,598
Number of returns with taxable interest 270
Taxable interest amount $289
Number of returns with ordinary dividends 170
Ordinary dividends amount $540,000
Number of returns with qualified dividends 150
Qualified dividends amount [6] $407
Number of returns with state and local income tax refunds 160
State and local income tax refunds amount $122
Number of returns with business or professional net income (less loss) 150
Business or professional net income (less loss) amount $2,534,000
Number of returns with net capital gain (less loss) 160
Net capital gain (less loss) amount $1,403,000
Number of returns with taxable individual retirement arrangements distributions 90
Taxable individual retirement arrangements distributions amount $864,000
Number of returns with taxable pensions and annuities 190
Taxable pensions and annuities amount $5,297,000
Number of farm returns 60
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $159,000
Number of returns with taxable Social Security benefits 200
Taxable Social Security benefits amount $2,772,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $323,000
Number of returns with total statutory adjustments 300
Total statutory adjustments amount $910,000
Number of returns with educator expenses 30
Educator expenses amount $7,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $285,000
Number of returns with IRA payments 50
IRA payments amount $199,000
Number of returns with student loan interest deduction 130
Student loan interest deduction amount $130,000
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 280
Total itemized deductions amount $4,456,000
Amount of AGI for itemized returns $17,650,000
Number of returns with State and local income taxes 280
State and local income taxes amount $778,000
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 250
Real estate taxes amount $548,000
Number of returns with taxes paid 280
Taxes paid amount $1,406,000
Number of returns with mortgage interest paid 180
Mortgage interest paid amount $824,000
Number of returns with contributions 200
Contributions amount $660,000
Number of returns with taxable income 800
Taxable income amount $31,925,000
Number of returns with income tax before credits 790
Income tax before credits amount $4,299,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 340
Total tax credits amount $480,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $26,000
Number of returns with nonrefundable education credit 40
Nonrefundable education credit amount $41,000
Number of returns with retirement savings contribution credit 70
Retirement savings contribution credit amount $11,000
Number of returns with child tax credit 230
Child tax credit amount $385,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 140
Self-employment tax amount $451,000
Number of returns with total tax payments 780
Total tax payments amount $5,116,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 50
Additional child tax credit amount $74,000
Number of returns with refundable education credit 30
Refundable education credit amount $21,000
Number of returns with income tax 760
Income tax amount [10] $3,819,000
Number of returns with tax liability 770
Total tax liability amount [11] $4,309,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 250
Tax due at time of filing amount [12] $684,000
Number of returns with overpayments refunded 530
Overpayments refunded amount [13] $1,449,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $31,000

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

Number of returns 500
Number of single returns 90
Number of joint returns 390
Number of head of household returns 30
Number of returns with paid preparer's signature 340
Number of exemptions 1,290
Number of dependents 410
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] 40
Number of elderly returns [4] 180
Adjust gross income (AGI) [5] $42,849,000
Number of returns with total income 500
Salaries and wages amount $43,900,000
Number of returns with salaries and wages 410
Salaries and wages amount $28,613
Number of returns with taxable interest 240
Taxable interest amount $403
Number of returns with ordinary dividends 140
Ordinary dividends amount $418,000
Number of returns with qualified dividends 130
Qualified dividends amount [6] $309
Number of returns with state and local income tax refunds 140
State and local income tax refunds amount $156
Number of returns with business or professional net income (less loss) 120
Business or professional net income (less loss) amount $2,359,000
Number of returns with net capital gain (less loss) 150
Net capital gain (less loss) amount $1,910,000
Number of returns with taxable individual retirement arrangements distributions 80
Taxable individual retirement arrangements distributions amount $1,051,000
Number of returns with taxable pensions and annuities 150
Taxable pensions and annuities amount $4,172,000
Number of farm returns 60
Number of returns with unemployment compensation 20
Unemployment compensation amount [7] $103,000
Number of returns with taxable Social Security benefits 130
Taxable Social Security benefits amount $2,600,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $714,000
Number of returns with total statutory adjustments 200
Total statutory adjustments amount $1,051,000
Number of returns with educator expenses 30
Educator expenses amount $7,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $462,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 70
Student loan interest deduction amount $71,000
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 210
Total itemized deductions amount $3,934,000
Amount of AGI for itemized returns $18,552,000
Number of returns with State and local income taxes 210
State and local income taxes amount $858,000
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 190
Real estate taxes amount $486,000
Number of returns with taxes paid 210
Taxes paid amount $1,416,000
Number of returns with mortgage interest paid 140
Mortgage interest paid amount $800,000
Number of returns with contributions 150
Contributions amount $576,000
Number of returns with taxable income 490
Taxable income amount $30,123,000
Number of returns with income tax before credits 480
Income tax before credits amount $4,172,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 220
Total tax credits amount $390,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $22,000
Number of returns with nonrefundable education credit 30
Nonrefundable education credit amount $37,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 150
Child tax credit amount $298,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $7,000
Number of returns with self-employment tax 110
Self-employment tax amount $452,000
Number of returns with total tax payments 480
Total tax payments amount $4,595,000
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 20
Refundable education credit amount $19,000
Number of returns with income tax 480
Income tax amount [10] $3,782,000
Number of returns with tax liability 480
Total tax liability amount [11] $4,291,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 180
Tax due at time of filing amount [12] $737,000
Number of returns with overpayments refunded 290
Overpayments refunded amount [13] $963,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $73,000

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

Number of returns 590
Number of single returns 50
Number of joint returns 520
Number of head of household returns 0
Number of returns with paid preparer's signature 430
Number of exemptions 1,720
Number of dependents 600
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] 30
Number of elderly returns [4] 200
Adjust gross income (AGI) [5] $77,145,000
Number of returns with total income 590
Salaries and wages amount $78,693,000
Number of returns with salaries and wages 520
Salaries and wages amount $51,855
Number of returns with taxable interest 330
Taxable interest amount $647
Number of returns with ordinary dividends 200
Ordinary dividends amount $1,149,000
Number of returns with qualified dividends 190
Qualified dividends amount [6] $895
Number of returns with state and local income tax refunds 280
State and local income tax refunds amount $358
Number of returns with business or professional net income (less loss) 150
Business or professional net income (less loss) amount $3,121,000
Number of returns with net capital gain (less loss) 220
Net capital gain (less loss) amount $4,436,000
Number of returns with taxable individual retirement arrangements distributions 120
Taxable individual retirement arrangements distributions amount $2,466,000
Number of returns with taxable pensions and annuities 170
Taxable pensions and annuities amount $6,066,000
Number of farm returns 90
Number of returns with unemployment compensation 20
Unemployment compensation amount [7] $91,000
Number of returns with taxable Social Security benefits 140
Taxable Social Security benefits amount $3,117,000
Number of returns with partnership/S-corp net income (less loss) 140
Partnership/S-corp net income (less loss) amount $4,182,000
Number of returns with total statutory adjustments 300
Total statutory adjustments amount $1,548,000
Number of returns with educator expenses 30
Educator expenses amount $7,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $503,000
Number of returns with IRA payments 40
IRA payments amount $212,000
Number of returns with student loan interest deduction 100
Student loan interest deduction amount $109,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 40
Domestic production activities deduction amount $202,000
Number of returns with itemized deductions 410
Total itemized deductions amount $8,675,000
Amount of AGI for itemized returns $55,192,000
Number of returns with State and local income taxes 410
State and local income taxes amount $2,803,000
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 380
Real estate taxes amount $1,017,000
Number of returns with taxes paid 410
Taxes paid amount $4,002,000
Number of returns with mortgage interest paid 310
Mortgage interest paid amount $1,826,000
Number of returns with contributions 320
Contributions amount $1,392,000
Number of returns with taxable income 590
Taxable income amount $59,256,000
Number of returns with income tax before credits 590
Income tax before credits amount $9,671,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 290
Total tax credits amount $431,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $6,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $34,000
Number of returns with nonrefundable education credit 50
Nonrefundable education credit amount $71,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 160
Child tax credit amount $255,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 140
Self-employment tax amount $667,000
Number of returns with total tax payments 570
Total tax payments amount $9,611,000
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 50
Refundable education credit amount $46,000
Number of returns with income tax 590
Income tax amount [10] $9,240,000
Number of returns with tax liability 590
Total tax liability amount [11] $9,974,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 270
Tax due at time of filing amount [12] $1,759,000
Number of returns with overpayments refunded 300
Overpayments refunded amount [13] $1,151,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $233,000

Adjusted Gross Income: $200,000 or more

Number of returns 130
Number of single returns 20
Number of joint returns 100
Number of head of household returns 0
Number of returns with paid preparer's signature 110
Number of exemptions 320
Number of dependents 90
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] 60
Adjust gross income (AGI) [5] $68,106,000
Number of returns with total income 130
Salaries and wages amount $69,166,000
Number of returns with salaries and wages 100
Salaries and wages amount $16,125
Number of returns with taxable interest 110
Taxable interest amount $826
Number of returns with ordinary dividends 80
Ordinary dividends amount $1,693,000
Number of returns with qualified dividends 80
Qualified dividends amount [6] $1,354
Number of returns with state and local income tax refunds 50
State and local income tax refunds amount $291
Number of returns with business or professional net income (less loss) 30
Business or professional net income (less loss) amount $1,056,000
Number of returns with net capital gain (less loss) 100
Net capital gain (less loss) amount $7,361,000
Number of returns with taxable individual retirement arrangements distributions 40
Taxable individual retirement arrangements distributions amount $1,404,000
Number of returns with taxable pensions and annuities 30
Taxable pensions and annuities amount $844,000
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 40
Taxable Social Security benefits amount $960,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $17,562,000
Number of returns with total statutory adjustments 70
Total statutory adjustments amount $1,060,000
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 $372,000
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 20
Domestic production activities deduction amount $287,000
Number of returns with itemized deductions 110
Total itemized deductions amount $5,716,000
Amount of AGI for itemized returns $64,278,000
Number of returns with State and local income taxes 110
State and local income taxes amount $2,604,000
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 110
Real estate taxes amount $521,000
Number of returns with taxes paid 110
Taxes paid amount $4,595,000
Number of returns with mortgage interest paid 60
Mortgage interest paid amount $386,000
Number of returns with contributions 90
Contributions amount $1,132,000
Number of returns with taxable income 130
Taxable income amount $61,298,000
Number of returns with income tax before credits 130
Income tax before credits amount $10,642,000
Number of returns with alternative minimum tax 70
Alternative minimum tax amount $293,000
Number of returns with total tax credits 60
Total tax credits amount $90,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $10,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 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 30
Self-employment tax amount $286,000
Number of returns with total tax payments 120
Total tax payments amount $9,902,000
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 130
Income tax amount [10] $10,579,000
Number of returns with tax liability 130
Total tax liability amount [11] $11,110,000
Number of returns with net investment income tax 70
Net investment income tax $218,000
Number of returns with tax due at time of filing 70
Tax due at time of filing amount [12] $2,206,000
Number of returns with overpayments refunded 30
Overpayments refunded amount [13] $336,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $661,000

[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.