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ZIP Code Database - Facts & Stats

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ZIP Code 60137 Income Tax Stats

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

ZIP Code 60137 Data

Zip Code:60137
City:Glen Ellyn
State:IL [Illinois]
Counties: DUPAGE, IL
City Alias(es):Glen Ellyn
Area Code:847
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


60137 Income Tax Overview

Total Number of Tax Returns for ZIP Code 60137 [1] 18,650
Total Number of Single Tax Returns for ZIP Code 60137 5,950
Total Number of Joint Tax Returns for ZIP Code 60137 8,910
Total Number of Dependents for ZIP Code 60137 12,810
Total Adjusted Gross Income for ZIP Code 60137 $2,634,097,000
Average Income per Person for ZIP Code 60137 $69,676
Average Income per Household for ZIP Code 60137 $141,238

The following tables break down the 2017 Income Tax Statistics into different Gross Income levels.


Adjusted Gross Income: 1 under $25,000

Number of returns 4,990
Number of single returns 4,160
Number of joint returns 440
Number of head of household returns 350
Number of returns with paid preparer's signature 2,250
Number of exemptions 4,350
Number of dependents 980
Total number of volunteer prepared returns [5] 170
Number of volunteer income tax assistance (VITA) prepared returns [3] 70
Number of tax counseling for the elderly (TCE) prepared returns [3] 100
Number of volunteer prepared returns with Earned Income Credit 30
Number of refund anticipation check returns [3] 330
Number of elderly returns [4] 930
Adjust gross income (AGI) [5] $51,270,000
Number of returns with total income 4,990
Salaries and wages amount $52,728,000
Number of returns with salaries and wages 3,820
Salaries and wages amount $37,652
Number of returns with taxable interest 940
Taxable interest amount $560
Number of returns with ordinary dividends 1,000
Ordinary dividends amount $1,841,000
Number of returns with qualified dividends 920
Qualified dividends amount [6] $1,261
Number of returns with state and local income tax refunds 70
State and local income tax refunds amount $28
Number of returns with business or professional net income (less loss) 680
Business or professional net income (less loss) amount $4,373,000
Number of returns with net capital gain (less loss) 840
Net capital gain (less loss) amount $1,878,000
Number of returns with taxable individual retirement arrangements distributions 410
Taxable individual retirement arrangements distributions amount $2,610,000
Number of returns with taxable pensions and annuities 510
Taxable pensions and annuities amount $3,694,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $365,000
Number of returns with taxable Social Security benefits 250
Taxable Social Security benefits amount $474,000
Number of returns with partnership/S-corp net income (less loss) 140
Partnership/S-corp net income (less loss) amount $503,000
Number of returns with total statutory adjustments 890
Total statutory adjustments amount $1,458,000
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 80
Self-employment health insurance deduction amount $380,000
Number of returns with IRA payments 40
IRA payments amount $145,000
Number of returns with student loan interest deduction 210
Student loan interest deduction amount $206,000
Number of returns with tuition and fees deduction 70
Tuition and fees deduction amount $222,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 440
Total itemized deductions amount $8,667,000
Amount of AGI for itemized returns $6,318,000
Number of returns with State and local income taxes 130
State and local income taxes amount $176,000
Number of returns with State and local general sales tax 250
State and local general sales tax amount $186,000
Number of returns with real estate taxes 350
Real estate taxes amount $2,551,000
Number of returns with taxes paid 420
Taxes paid amount $2,971,000
Number of returns with mortgage interest paid 230
Mortgage interest paid amount $1,422,000
Number of returns with contributions 310
Contributions amount $493,000
Number of returns with taxable income 2,170
Taxable income amount $12,421,000
Number of returns with income tax before credits 2,020
Income tax before credits amount $1,316,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 520
Total tax credits amount $202,000
Number of returns with foreign tax credit 130
Foreign tax credit amount $6,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 190
Nonrefundable education credit amount $132,000
Number of returns with retirement savings contribution credit 170
Retirement savings contribution credit amount $34,000
Number of returns with child tax credit 60
Child tax credit amount $21,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 600
Self-employment tax amount $778,000
Number of returns with total tax payments 4,280
Total tax payments amount $6,632,000
Number of returns with earned income credit 920
Earned income credit amount [8] $1,861,000
Number of returns with excess earned income credit 720
Excess earned income credit (refundable) amount [9] $1,537,000
Number of returns with additional child tax credit 410
Additional child tax credit amount $517,000
Number of returns with refundable education credit 210
Refundable education credit amount $188,000
Number of returns with income tax 1,760
Income tax amount [10] $1,114,000
Number of returns with tax liability 2,250
Total tax liability amount [11] $1,965,000
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] $447,000
Number of returns with overpayments refunded 3,880
Overpayments refunded amount [13] $4,920,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $188,000

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

Number of returns 2,750
Number of single returns 1,730
Number of joint returns 610
Number of head of household returns 340
Number of returns with paid preparer's signature 1,350
Number of exemptions 4,660
Number of dependents 1,350
Total number of volunteer prepared returns [5] 60
Number of volunteer income tax assistance (VITA) prepared returns [3] 20
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] 290
Number of elderly returns [4] 720
Adjust gross income (AGI) [5] $101,135,000
Number of returns with total income 2,750
Salaries and wages amount $103,186,000
Number of returns with salaries and wages 2,240
Salaries and wages amount $76,854
Number of returns with taxable interest 750
Taxable interest amount $844
Number of returns with ordinary dividends 640
Ordinary dividends amount $2,826,000
Number of returns with qualified dividends 590
Qualified dividends amount [6] $1,969
Number of returns with state and local income tax refunds 210
State and local income tax refunds amount $87
Number of returns with business or professional net income (less loss) 380
Business or professional net income (less loss) amount $3,723,000
Number of returns with net capital gain (less loss) 540
Net capital gain (less loss) amount $1,789,000
Number of returns with taxable individual retirement arrangements distributions 360
Taxable individual retirement arrangements distributions amount $4,576,000
Number of returns with taxable pensions and annuities 480
Taxable pensions and annuities amount $7,395,000
Number of farm returns 0
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $546,000
Number of returns with taxable Social Security benefits 540
Taxable Social Security benefits amount $4,308,000
Number of returns with partnership/S-corp net income (less loss) 150
Partnership/S-corp net income (less loss) amount $1,089,000
Number of returns with total statutory adjustments 770
Total statutory adjustments amount $2,051,000
Number of returns with educator expenses 50
Educator expenses amount $12,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 90
Self-employment health insurance deduction amount $533,000
Number of returns with IRA payments 70
IRA payments amount $347,000
Number of returns with student loan interest deduction 390
Student loan interest deduction amount $485,000
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 $13,812,000
Amount of AGI for itemized returns $26,807,000
Number of returns with State and local income taxes 380
State and local income taxes amount $593,000
Number of returns with State and local general sales tax 280
State and local general sales tax amount $295,000
Number of returns with real estate taxes 590
Real estate taxes amount $4,352,000
Number of returns with taxes paid 700
Taxes paid amount $5,363,000
Number of returns with mortgage interest paid 380
Mortgage interest paid amount $2,439,000
Number of returns with contributions 550
Contributions amount $1,121,000
Number of returns with taxable income 2,580
Taxable income amount $53,935,000
Number of returns with income tax before credits 2,550
Income tax before credits amount $6,662,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 930
Total tax credits amount $689,000
Number of returns with foreign tax credit 140
Foreign tax credit amount $9,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $39,000
Number of returns with nonrefundable education credit 260
Nonrefundable education credit amount $265,000
Number of returns with retirement savings contribution credit 300
Retirement savings contribution credit amount $55,000
Number of returns with child tax credit 360
Child tax credit amount $313,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $8,000
Number of returns with self-employment tax 300
Self-employment tax amount $681,000
Number of returns with total tax payments 2,640
Total tax payments amount $11,306,000
Number of returns with earned income credit 380
Earned income credit amount [8] $851,000
Number of returns with excess earned income credit 290
Excess earned income credit (refundable) amount [9] $653,000
Number of returns with additional child tax credit 330
Additional child tax credit amount $509,000
Number of returns with refundable education credit 160
Refundable education credit amount $153,000
Number of returns with income tax 2,230
Income tax amount [10] $5,973,000
Number of returns with tax liability 2,370
Total tax liability amount [11] $6,769,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 460
Tax due at time of filing amount [12] $667,000
Number of returns with overpayments refunded 2,210
Overpayments refunded amount [13] $5,065,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $108,000

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

Number of returns 2,000
Number of single returns 1,110
Number of joint returns 650
Number of head of household returns 190
Number of returns with paid preparer's signature 1,100
Number of exemptions 3,550
Number of dependents 910
Total number of volunteer prepared returns [5] 50
Number of volunteer income tax assistance (VITA) prepared returns [3] 30
Number of tax counseling for the elderly (TCE) prepared returns [3] 20
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 130
Number of elderly returns [4] 710
Adjust gross income (AGI) [5] $123,566,000
Number of returns with total income 2,000
Salaries and wages amount $125,699,000
Number of returns with salaries and wages 1,590
Salaries and wages amount $86,998
Number of returns with taxable interest 770
Taxable interest amount $854
Number of returns with ordinary dividends 720
Ordinary dividends amount $3,418,000
Number of returns with qualified dividends 680
Qualified dividends amount [6] $2,320
Number of returns with state and local income tax refunds 450
State and local income tax refunds amount $230
Number of returns with business or professional net income (less loss) 270
Business or professional net income (less loss) amount $2,825,000
Number of returns with net capital gain (less loss) 620
Net capital gain (less loss) amount $3,042,000
Number of returns with taxable individual retirement arrangements distributions 370
Taxable individual retirement arrangements distributions amount $6,097,000
Number of returns with taxable pensions and annuities 510
Taxable pensions and annuities amount $12,727,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $410,000
Number of returns with taxable Social Security benefits 500
Taxable Social Security benefits amount $8,026,000
Number of returns with partnership/S-corp net income (less loss) 130
Partnership/S-corp net income (less loss) amount $1,244,000
Number of returns with total statutory adjustments 640
Total statutory adjustments amount $2,133,000
Number of returns with educator expenses 70
Educator expenses amount $18,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $295,000
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $532,000
Number of returns with IRA payments 70
IRA payments amount $323,000
Number of returns with student loan interest deduction 320
Student loan interest deduction amount $357,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $74,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 980
Total itemized deductions amount $20,001,000
Amount of AGI for itemized returns $61,323,000
Number of returns with State and local income taxes 690
State and local income taxes amount $1,758,000
Number of returns with State and local general sales tax 270
State and local general sales tax amount $316,000
Number of returns with real estate taxes 870
Real estate taxes amount $6,460,000
Number of returns with taxes paid 970
Taxes paid amount $8,669,000
Number of returns with mortgage interest paid 650
Mortgage interest paid amount $4,123,000
Number of returns with contributions 820
Contributions amount $2,096,000
Number of returns with taxable income 1,970
Taxable income amount $80,844,000
Number of returns with income tax before credits 1,950
Income tax before credits amount $11,633,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 670
Total tax credits amount $728,000
Number of returns with foreign tax credit 220
Foreign tax credit amount $20,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $30,000
Number of returns with nonrefundable education credit 120
Nonrefundable education credit amount $166,000
Number of returns with retirement savings contribution credit 100
Retirement savings contribution credit amount $17,000
Number of returns with child tax credit 310
Child tax credit amount $458,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 210
Self-employment tax amount $570,000
Number of returns with total tax payments 1,960
Total tax payments amount $14,794,000
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 $91,000
Number of returns with refundable education credit 80
Refundable education credit amount $76,000
Number of returns with income tax 1,870
Income tax amount [10] $10,905,000
Number of returns with tax liability 1,900
Total tax liability amount [11] $11,544,000
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] $1,116,000
Number of returns with overpayments refunded 1,420
Overpayments refunded amount [13] $4,043,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $283,000

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

Number of returns 1,510
Number of single returns 550
Number of joint returns 810
Number of head of household returns 110
Number of returns with paid preparer's signature 880
Number of exemptions 3,220
Number of dependents 910
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] 80
Number of elderly returns [4] 640
Adjust gross income (AGI) [5] $131,676,000
Number of returns with total income 1,510
Salaries and wages amount $133,804,000
Number of returns with salaries and wages 1,150
Salaries and wages amount $84,583
Number of returns with taxable interest 790
Taxable interest amount $1,004
Number of returns with ordinary dividends 680
Ordinary dividends amount $4,279,000
Number of returns with qualified dividends 650
Qualified dividends amount [6] $3,188
Number of returns with state and local income tax refunds 540
State and local income tax refunds amount $313
Number of returns with business or professional net income (less loss) 240
Business or professional net income (less loss) amount $3,710,000
Number of returns with net capital gain (less loss) 590
Net capital gain (less loss) amount $4,025,000
Number of returns with taxable individual retirement arrangements distributions 380
Taxable individual retirement arrangements distributions amount $8,550,000
Number of returns with taxable pensions and annuities 440
Taxable pensions and annuities amount $14,189,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $359,000
Number of returns with taxable Social Security benefits 450
Taxable Social Security benefits amount $9,552,000
Number of returns with partnership/S-corp net income (less loss) 170
Partnership/S-corp net income (less loss) amount $2,736,000
Number of returns with total statutory adjustments 450
Total statutory adjustments amount $2,128,000
Number of returns with educator expenses 70
Educator expenses amount $17,000
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 $631,000
Number of returns with IRA payments 60
IRA payments amount $403,000
Number of returns with student loan interest deduction 150
Student loan interest deduction amount $195,000
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 1,030
Total itemized deductions amount $24,400,000
Amount of AGI for itemized returns $90,792,000
Number of returns with State and local income taxes 790
State and local income taxes amount $2,696,000
Number of returns with State and local general sales tax 210
State and local general sales tax amount $300,000
Number of returns with real estate taxes 950
Real estate taxes amount $8,063,000
Number of returns with taxes paid 1,030
Taxes paid amount $11,255,000
Number of returns with mortgage interest paid 740
Mortgage interest paid amount $5,424,000
Number of returns with contributions 890
Contributions amount $2,620,000
Number of returns with taxable income 1,490
Taxable income amount $89,889,000
Number of returns with income tax before credits 1,480
Income tax before credits amount $13,623,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 670
Total tax credits amount $800,000
Number of returns with foreign tax credit 270
Foreign tax credit amount $30,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $26,000
Number of returns with nonrefundable education credit 130
Nonrefundable education credit amount $185,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 330
Child tax credit amount $533,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $13,000
Number of returns with self-employment tax 200
Self-employment tax amount $641,000
Number of returns with total tax payments 1,480
Total tax payments amount $16,553,000
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 30
Additional child tax credit amount $34,000
Number of returns with refundable education credit 90
Refundable education credit amount $85,000
Number of returns with income tax 1,460
Income tax amount [10] $12,823,000
Number of returns with tax liability 1,470
Total tax liability amount [11] $13,546,000
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] $1,235,000
Number of returns with overpayments refunded 1,010
Overpayments refunded amount [13] $3,877,000
Number of returns with credit to next year’s estimated tax 90
Credited to next year’s estimated tax amount $321,000

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

Number of returns 4,010
Number of single returns 550
Number of joint returns 3,260
Number of head of household returns 170
Number of returns with paid preparer's signature 2,260
Number of exemptions 11,120
Number of dependents 3,860
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] 150
Number of elderly returns [4] 1,440
Adjust gross income (AGI) [5] $574,280,000
Number of returns with total income 4,010
Salaries and wages amount $582,947,000
Number of returns with salaries and wages 3,380
Salaries and wages amount $409,949
Number of returns with taxable interest 2,320
Taxable interest amount $2,855
Number of returns with ordinary dividends 2,160
Ordinary dividends amount $15,206,000
Number of returns with qualified dividends 2,060
Qualified dividends amount [6] $11,295
Number of returns with state and local income tax refunds 2,200
State and local income tax refunds amount $1,580
Number of returns with business or professional net income (less loss) 770
Business or professional net income (less loss) amount $15,688,000
Number of returns with net capital gain (less loss) 1,870
Net capital gain (less loss) amount $16,801,000
Number of returns with taxable individual retirement arrangements distributions 960
Taxable individual retirement arrangements distributions amount $28,535,000
Number of returns with taxable pensions and annuities 1,140
Taxable pensions and annuities amount $49,649,000
Number of farm returns 0
Number of returns with unemployment compensation 160
Unemployment compensation amount [7] $1,139,000
Number of returns with taxable Social Security benefits 950
Taxable Social Security benefits amount $22,320,000
Number of returns with partnership/S-corp net income (less loss) 580
Partnership/S-corp net income (less loss) amount $15,929,000
Number of returns with total statutory adjustments 1,500
Total statutory adjustments amount $8,667,000
Number of returns with educator expenses 270
Educator expenses amount $74,000
Number of returns with self-employment retirement plans 90
Self-employment retirement plans amount $1,452,000
Number of returns with self-employment health insurance deduction 200
Self-employment health insurance deduction amount $2,262,000
Number of returns with IRA payments 180
IRA payments amount $1,083,000
Number of returns with student loan interest deduction 420
Student loan interest deduction amount $471,000
Number of returns with tuition and fees deduction 70
Tuition and fees deduction amount $151,000
Returns with domestic production activities deduction 50
Domestic production activities deduction amount $169,000
Number of returns with itemized deductions 3,540
Total itemized deductions amount $106,736,000
Amount of AGI for itemized returns $513,945,000
Number of returns with State and local income taxes 3,060
State and local income taxes amount $17,413,000
Number of returns with State and local general sales tax 430
State and local general sales tax amount $850,000
Number of returns with real estate taxes 3,430
Real estate taxes amount $38,033,000
Number of returns with taxes paid 3,540
Taxes paid amount $57,004,000
Number of returns with mortgage interest paid 2,870
Mortgage interest paid amount $26,464,000
Number of returns with contributions 3,210
Contributions amount $12,529,000
Number of returns with taxable income 4,010
Taxable income amount $417,187,000
Number of returns with income tax before credits 3,990
Income tax before credits amount $71,896,000
Number of returns with alternative minimum tax 290
Alternative minimum tax amount $596,000
Number of returns with total tax credits 1,940
Total tax credits amount $1,945,000
Number of returns with foreign tax credit 870
Foreign tax credit amount $156,000
Number of returns with child and dependent care credit 350
Child and dependent care credit amount $200,000
Number of returns with nonrefundable education credit 360
Nonrefundable education credit amount $547,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 670
Child tax credit amount $818,000
Number of returns with residential energy tax credit 90
Residential energy tax credit amount $37,000
Number of returns with self-employment tax 650
Self-employment tax amount $2,787,000
Number of returns with total tax payments 3,980
Total tax payments amount $83,083,000
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 320
Refundable education credit amount $337,000
Number of returns with income tax 3,970
Income tax amount [10] $69,951,000
Number of returns with tax liability 3,990
Total tax liability amount [11] $73,175,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,190
Tax due at time of filing amount [12] $5,156,000
Number of returns with overpayments refunded 2,560
Overpayments refunded amount [13] $13,218,000
Number of returns with credit to next year’s estimated tax 300
Credited to next year’s estimated tax amount $1,790,000

Adjusted Gross Income: $200,000 or more

Number of returns 3,390
Number of single returns 180
Number of joint returns 3,140
Number of head of household returns 60
Number of returns with paid preparer's signature 2,300
Number of exemptions 11,330
Number of dependents 4,800
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] 50
Number of elderly returns [4] 810
Adjust gross income (AGI) [5] $1,652,170,000
Number of returns with total income 3,390
Salaries and wages amount $1,681,963,000
Number of returns with salaries and wages 3,090
Salaries and wages amount $1,047,478
Number of returns with taxable interest 2,630
Taxable interest amount $10,691
Number of returns with ordinary dividends 2,510
Ordinary dividends amount $55,799,000
Number of returns with qualified dividends 2,430
Qualified dividends amount [6] $43,181
Number of returns with state and local income tax refunds 1,670
State and local income tax refunds amount $4,032
Number of returns with business or professional net income (less loss) 710
Business or professional net income (less loss) amount $38,618,000
Number of returns with net capital gain (less loss) 2,370
Net capital gain (less loss) amount $162,780,000
Number of returns with taxable individual retirement arrangements distributions 640
Taxable individual retirement arrangements distributions amount $29,800,000
Number of returns with taxable pensions and annuities 630
Taxable pensions and annuities amount $33,629,000
Number of farm returns 40
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $513,000
Number of returns with taxable Social Security benefits 410
Taxable Social Security benefits amount $10,343,000
Number of returns with partnership/S-corp net income (less loss) 1,110
Partnership/S-corp net income (less loss) amount $260,213,000
Number of returns with total statutory adjustments 1,230
Total statutory adjustments amount $29,793,000
Number of returns with educator expenses 140
Educator expenses amount $35,000
Number of returns with self-employment retirement plans 280
Self-employment retirement plans amount $10,663,000
Number of returns with self-employment health insurance deduction 370
Self-employment health insurance deduction amount $5,864,000
Number of returns with IRA payments 30
IRA payments amount $297,000
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 120
Domestic production activities deduction amount $3,611,000
Number of returns with itemized deductions 3,340
Total itemized deductions amount $201,292,000
Amount of AGI for itemized returns $1,636,103,000
Number of returns with State and local income taxes 3,210
State and local income taxes amount $69,668,000
Number of returns with State and local general sales tax 120
State and local general sales tax amount $311,000
Number of returns with real estate taxes 3,240
Real estate taxes amount $63,072,000
Number of returns with taxes paid 3,340
Taxes paid amount $135,577,000
Number of returns with mortgage interest paid 2,730
Mortgage interest paid amount $38,344,000
Number of returns with contributions 3,170
Contributions amount $35,306,000
Number of returns with taxable income 3,390
Taxable income amount $1,422,010,000
Number of returns with income tax before credits 3,390
Income tax before credits amount $402,694,000
Number of returns with alternative minimum tax 2,320
Alternative minimum tax amount $14,161,000
Number of returns with total tax credits 1,770
Total tax credits amount $7,330,000
Number of returns with foreign tax credit 1,360
Foreign tax credit amount $5,067,000
Number of returns with child and dependent care credit 390
Child and dependent care credit amount $215,000
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 100
Residential energy tax credit amount $35,000
Number of returns with self-employment tax 780
Self-employment tax amount $8,373,000
Number of returns with total tax payments 3,370
Total tax payments amount $418,804,000
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 3,390
Income tax amount [10] $395,364,000
Number of returns with tax liability 3,390
Total tax liability amount [11] $415,614,000
Number of returns with net investment income tax 2,020
Net investment income tax $6,140,000
Number of returns with tax due at time of filing 1,600
Tax due at time of filing amount [12] $34,822,000
Number of returns with overpayments refunded 1,320
Overpayments refunded amount [13] $15,544,000
Number of returns with credit to next year’s estimated tax 550
Credited to next year’s estimated tax amount $22,026,000

[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.