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ZIP Code Database - Facts & Stats

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ZIP Code 60174 Income Tax Stats

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

ZIP Code 60174 Data

Zip Code:60174
City:Saint Charles
State:IL [Illinois]
Counties: KANE, IL
City Alias(es):Saint Charles
Area Code:630 / 331
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


60174 Income Tax Overview

Total Number of Tax Returns for ZIP Code 60174 [1] 16,260
Total Number of Single Tax Returns for ZIP Code 60174 5,250
Total Number of Joint Tax Returns for ZIP Code 60174 6,510
Total Number of Dependents for ZIP Code 60174 9,480
Total Adjusted Gross Income for ZIP Code 60174 $1,771,776,000
Average Income per Person for ZIP Code 60174 $57,615
Average Income per Household for ZIP Code 60174 $108,965

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 4,440
Number of single returns 3,670
Number of joint returns 320
Number of head of household returns 400
Number of returns with paid preparer's signature 2,030
Number of exemptions 4,280
Number of dependents 1,070
Total number of volunteer prepared returns [5] 160
Number of volunteer income tax assistance (VITA) prepared returns [3] 40
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] 440
Number of elderly returns [4] 830
Adjust gross income (AGI) [5] $48,930,000
Number of returns with total income 4,440
Salaries and wages amount $50,082,000
Number of returns with salaries and wages 3,500
Salaries and wages amount $37,712
Number of returns with taxable interest 760
Taxable interest amount $439
Number of returns with ordinary dividends 690
Ordinary dividends amount $1,378,000
Number of returns with qualified dividends 630
Qualified dividends amount [6] $846
Number of returns with state and local income tax refunds 60
State and local income tax refunds amount $31
Number of returns with business or professional net income (less loss) 530
Business or professional net income (less loss) amount $3,592,000
Number of returns with net capital gain (less loss) 600
Net capital gain (less loss) amount $511,000
Number of returns with taxable individual retirement arrangements distributions 360
Taxable individual retirement arrangements distributions amount $2,358,000
Number of returns with taxable pensions and annuities 460
Taxable pensions and annuities amount $3,169,000
Number of farm returns 0
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $422,000
Number of returns with taxable Social Security benefits 240
Taxable Social Security benefits amount $503,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $149,000
Number of returns with total statutory adjustments 680
Total statutory adjustments amount $1,152,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $291,000
Number of returns with IRA payments 30
IRA payments amount $101,000
Number of returns with student loan interest deduction 180
Student loan interest deduction amount $183,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $106,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 410
Total itemized deductions amount $8,235,000
Amount of AGI for itemized returns $5,541,000
Number of returns with State and local income taxes 120
State and local income taxes amount $136,000
Number of returns with State and local general sales tax 250
State and local general sales tax amount $165,000
Number of returns with real estate taxes 330
Real estate taxes amount $2,131,000
Number of returns with taxes paid 400
Taxes paid amount $2,460,000
Number of returns with mortgage interest paid 190
Mortgage interest paid amount $1,047,000
Number of returns with contributions 280
Contributions amount $430,000
Number of returns with taxable income 2,000
Taxable income amount $11,982,000
Number of returns with income tax before credits 1,910
Income tax before credits amount $1,252,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 500
Total tax credits amount $173,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 20
Child and dependent care credit amount $10,000
Number of returns with nonrefundable education credit 170
Nonrefundable education credit amount $99,000
Number of returns with retirement savings contribution credit 170
Retirement savings contribution credit amount $29,000
Number of returns with child tax credit 80
Child tax credit amount $29,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $5,000
Number of returns with self-employment tax 450
Self-employment tax amount $598,000
Number of returns with total tax payments 3,910
Total tax payments amount $6,291,000
Number of returns with earned income credit 840
Earned income credit amount [8] $1,657,000
Number of returns with excess earned income credit 680
Excess earned income credit (refundable) amount [9] $1,422,000
Number of returns with additional child tax credit 440
Additional child tax credit amount $533,000
Number of returns with refundable education credit 200
Refundable education credit amount $170,000
Number of returns with income tax 1,650
Income tax amount [10] $1,080,000
Number of returns with tax liability 2,010
Total tax liability amount [11] $1,756,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 390
Tax due at time of filing amount [12] $337,000
Number of returns with overpayments refunded 3,620
Overpayments refunded amount [13] $4,797,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $68,000

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

Number of returns 3,170
Number of single returns 1,950
Number of joint returns 590
Number of head of household returns 540
Number of returns with paid preparer's signature 1,550
Number of exemptions 5,310
Number of dependents 1,590
Total number of volunteer prepared returns [5] 70
Number of volunteer income tax assistance (VITA) prepared returns [3] 20
Number of tax counseling for the elderly (TCE) prepared returns [3] 40
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 430
Number of elderly returns [4] 730
Adjust gross income (AGI) [5] $116,633,000
Number of returns with total income 3,170
Salaries and wages amount $118,328,000
Number of returns with salaries and wages 2,720
Salaries and wages amount $92,793
Number of returns with taxable interest 690
Taxable interest amount $560
Number of returns with ordinary dividends 580
Ordinary dividends amount $1,955,000
Number of returns with qualified dividends 530
Qualified dividends amount [6] $1,319
Number of returns with state and local income tax refunds 290
State and local income tax refunds amount $117
Number of returns with business or professional net income (less loss) 330
Business or professional net income (less loss) amount $3,143,000
Number of returns with net capital gain (less loss) 490
Net capital gain (less loss) amount $1,420,000
Number of returns with taxable individual retirement arrangements distributions 360
Taxable individual retirement arrangements distributions amount $4,298,000
Number of returns with taxable pensions and annuities 530
Taxable pensions and annuities amount $7,943,000
Number of farm returns 0
Number of returns with unemployment compensation 120
Unemployment compensation amount [7] $744,000
Number of returns with taxable Social Security benefits 560
Taxable Social Security benefits amount $4,284,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $928,000
Number of returns with total statutory adjustments 760
Total statutory adjustments amount $1,695,000
Number of returns with educator expenses 90
Educator expenses amount $20,000
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 $396,000
Number of returns with IRA payments 60
IRA payments amount $248,000
Number of returns with student loan interest deduction 410
Student loan interest deduction amount $475,000
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 790
Total itemized deductions amount $13,997,000
Amount of AGI for itemized returns $30,367,000
Number of returns with State and local income taxes 500
State and local income taxes amount $779,000
Number of returns with State and local general sales tax 270
State and local general sales tax amount $279,000
Number of returns with real estate taxes 670
Real estate taxes amount $3,872,000
Number of returns with taxes paid 790
Taxes paid amount $5,079,000
Number of returns with mortgage interest paid 470
Mortgage interest paid amount $2,533,000
Number of returns with contributions 600
Contributions amount $1,305,000
Number of returns with taxable income 3,020
Taxable income amount $63,499,000
Number of returns with income tax before credits 2,990
Income tax before credits amount $7,888,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,090
Total tax credits amount $862,000
Number of returns with foreign tax credit 150
Foreign tax credit amount $10,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $58,000
Number of returns with nonrefundable education credit 230
Nonrefundable education credit amount $231,000
Number of returns with retirement savings contribution credit 390
Retirement savings contribution credit amount $74,000
Number of returns with child tax credit 510
Child tax credit amount $478,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 260
Self-employment tax amount $633,000
Number of returns with total tax payments 3,090
Total tax payments amount $13,125,000
Number of returns with earned income credit 450
Earned income credit amount [8] $918,000
Number of returns with excess earned income credit 370
Excess earned income credit (refundable) amount [9] $747,000
Number of returns with additional child tax credit 370
Additional child tax credit amount $498,000
Number of returns with refundable education credit 140
Refundable education credit amount $125,000
Number of returns with income tax 2,650
Income tax amount [10] $7,026,000
Number of returns with tax liability 2,730
Total tax liability amount [11] $7,764,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 470
Tax due at time of filing amount [12] $648,000
Number of returns with overpayments refunded 2,630
Overpayments refunded amount [13] $5,856,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $113,000

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

Number of returns 2,280
Number of single returns 1,130
Number of joint returns 800
Number of head of household returns 280
Number of returns with paid preparer's signature 1,210
Number of exemptions 4,380
Number of dependents 1,300
Total number of volunteer prepared returns [5] 40
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 40
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 210
Number of elderly returns [4] 660
Adjust gross income (AGI) [5] $141,126,000
Number of returns with total income 2,280
Salaries and wages amount $143,320,000
Number of returns with salaries and wages 1,930
Salaries and wages amount $106,763
Number of returns with taxable interest 750
Taxable interest amount $731
Number of returns with ordinary dividends 570
Ordinary dividends amount $2,194,000
Number of returns with qualified dividends 540
Qualified dividends amount [6] $1,582
Number of returns with state and local income tax refunds 530
State and local income tax refunds amount $259
Number of returns with business or professional net income (less loss) 300
Business or professional net income (less loss) amount $3,602,000
Number of returns with net capital gain (less loss) 490
Net capital gain (less loss) amount $1,709,000
Number of returns with taxable individual retirement arrangements distributions 370
Taxable individual retirement arrangements distributions amount $5,667,000
Number of returns with taxable pensions and annuities 500
Taxable pensions and annuities amount $11,126,000
Number of farm returns 0
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $594,000
Number of returns with taxable Social Security benefits 470
Taxable Social Security benefits amount $7,729,000
Number of returns with partnership/S-corp net income (less loss) 150
Partnership/S-corp net income (less loss) amount $2,040,000
Number of returns with total statutory adjustments 710
Total statutory adjustments amount $2,194,000
Number of returns with educator expenses 90
Educator expenses amount $20,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $230,000
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $512,000
Number of returns with IRA payments 60
IRA payments amount $236,000
Number of returns with student loan interest deduction 350
Student loan interest deduction amount $433,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $54,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,110
Total itemized deductions amount $21,436,000
Amount of AGI for itemized returns $70,085,000
Number of returns with State and local income taxes 850
State and local income taxes amount $2,134,000
Number of returns with State and local general sales tax 230
State and local general sales tax amount $303,000
Number of returns with real estate taxes 1,000
Real estate taxes amount $6,694,000
Number of returns with taxes paid 1,110
Taxes paid amount $9,308,000
Number of returns with mortgage interest paid 840
Mortgage interest paid amount $5,126,000
Number of returns with contributions 860
Contributions amount $1,989,000
Number of returns with taxable income 2,260
Taxable income amount $91,981,000
Number of returns with income tax before credits 2,240
Income tax before credits amount $13,182,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 810
Total tax credits amount $1,020,000
Number of returns with foreign tax credit 170
Foreign tax credit amount $28,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $42,000
Number of returns with nonrefundable education credit 150
Nonrefundable education credit amount $177,000
Number of returns with retirement savings contribution credit 90
Retirement savings contribution credit amount $15,000
Number of returns with child tax credit 490
Child tax credit amount $729,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $9,000
Number of returns with self-employment tax 240
Self-employment tax amount $647,000
Number of returns with total tax payments 2,240
Total tax payments amount $16,924,000
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 100
Additional child tax credit amount $125,000
Number of returns with refundable education credit 100
Refundable education credit amount $95,000
Number of returns with income tax 2,160
Income tax amount [10] $12,161,000
Number of returns with tax liability 2,190
Total tax liability amount [11] $12,900,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 490
Tax due at time of filing amount [12] $1,163,000
Number of returns with overpayments refunded 1,740
Overpayments refunded amount [13] $4,896,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $115,000

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

Number of returns 1,660
Number of single returns 530
Number of joint returns 930
Number of head of household returns 150
Number of returns with paid preparer's signature 880
Number of exemptions 3,710
Number of dependents 1,110
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] 140
Number of elderly returns [4] 560
Adjust gross income (AGI) [5] $144,771,000
Number of returns with total income 1,660
Salaries and wages amount $146,695,000
Number of returns with salaries and wages 1,380
Salaries and wages amount $105,012
Number of returns with taxable interest 700
Taxable interest amount $673
Number of returns with ordinary dividends 510
Ordinary dividends amount $2,744,000
Number of returns with qualified dividends 480
Qualified dividends amount [6] $1,971
Number of returns with state and local income tax refunds 590
State and local income tax refunds amount $297
Number of returns with business or professional net income (less loss) 270
Business or professional net income (less loss) amount $3,758,000
Number of returns with net capital gain (less loss) 450
Net capital gain (less loss) amount $1,932,000
Number of returns with taxable individual retirement arrangements distributions 310
Taxable individual retirement arrangements distributions amount $6,080,000
Number of returns with taxable pensions and annuities 450
Taxable pensions and annuities amount $14,491,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $394,000
Number of returns with taxable Social Security benefits 400
Taxable Social Security benefits amount $8,243,000
Number of returns with partnership/S-corp net income (less loss) 130
Partnership/S-corp net income (less loss) amount $1,932,000
Number of returns with total statutory adjustments 520
Total statutory adjustments amount $1,924,000
Number of returns with educator expenses 80
Educator expenses amount $21,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $453,000
Number of returns with IRA payments 50
IRA payments amount $309,000
Number of returns with student loan interest deduction 230
Student loan interest deduction amount $287,000
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 1,140
Total itemized deductions amount $24,318,000
Amount of AGI for itemized returns $99,221,000
Number of returns with State and local income taxes 920
State and local income taxes amount $3,182,000
Number of returns with State and local general sales tax 200
State and local general sales tax amount $351,000
Number of returns with real estate taxes 1,040
Real estate taxes amount $7,529,000
Number of returns with taxes paid 1,130
Taxes paid amount $11,247,000
Number of returns with mortgage interest paid 890
Mortgage interest paid amount $6,068,000
Number of returns with contributions 950
Contributions amount $2,301,000
Number of returns with taxable income 1,650
Taxable income amount $99,960,000
Number of returns with income tax before credits 1,650
Income tax before credits amount $15,284,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 700
Total tax credits amount $1,048,000
Number of returns with foreign tax credit 160
Foreign tax credit amount $23,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $48,000
Number of returns with nonrefundable education credit 130
Nonrefundable education credit amount $176,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 440
Child tax credit amount $736,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $10,000
Number of returns with self-employment tax 210
Self-employment tax amount $638,000
Number of returns with total tax payments 1,640
Total tax payments amount $18,340,000
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 $81,000
Number of returns with income tax 1,630
Income tax amount [10] $14,236,000
Number of returns with tax liability 1,640
Total tax liability amount [11] $14,972,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 400
Tax due at time of filing amount [12] $1,108,000
Number of returns with overpayments refunded 1,220
Overpayments refunded amount [13] $4,286,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $163,000

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

Number of returns 3,130
Number of single returns 470
Number of joint returns 2,480
Number of head of household returns 150
Number of returns with paid preparer's signature 1,790
Number of exemptions 8,410
Number of dependents 2,790
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] 170
Number of elderly returns [4] 1,070
Adjust gross income (AGI) [5] $431,771,000
Number of returns with total income 3,130
Salaries and wages amount $437,179,000
Number of returns with salaries and wages 2,710
Salaries and wages amount $315,612
Number of returns with taxable interest 1,670
Taxable interest amount $1,954
Number of returns with ordinary dividends 1,370
Ordinary dividends amount $7,773,000
Number of returns with qualified dividends 1,290
Qualified dividends amount [6] $5,771
Number of returns with state and local income tax refunds 1,650
State and local income tax refunds amount $1,111
Number of returns with business or professional net income (less loss) 560
Business or professional net income (less loss) amount $9,351,000
Number of returns with net capital gain (less loss) 1,160
Net capital gain (less loss) amount $9,611,000
Number of returns with taxable individual retirement arrangements distributions 660
Taxable individual retirement arrangements distributions amount $19,875,000
Number of returns with taxable pensions and annuities 890
Taxable pensions and annuities amount $42,564,000
Number of farm returns 30
Number of returns with unemployment compensation 130
Unemployment compensation amount [7] $760,000
Number of returns with taxable Social Security benefits 700
Taxable Social Security benefits amount $15,795,000
Number of returns with partnership/S-corp net income (less loss) 400
Partnership/S-corp net income (less loss) amount $8,679,000
Number of returns with total statutory adjustments 1,200
Total statutory adjustments amount $5,408,000
Number of returns with educator expenses 230
Educator expenses amount $60,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $465,000
Number of returns with self-employment health insurance deduction 150
Self-employment health insurance deduction amount $1,441,000
Number of returns with IRA payments 120
IRA payments amount $643,000
Number of returns with student loan interest deduction 450
Student loan interest deduction amount $541,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $119,000
Returns with domestic production activities deduction 40
Domestic production activities deduction amount $147,000
Number of returns with itemized deductions 2,730
Total itemized deductions amount $73,544,000
Amount of AGI for itemized returns $379,831,000
Number of returns with State and local income taxes 2,360
State and local income taxes amount $13,021,000
Number of returns with State and local general sales tax 340
State and local general sales tax amount $622,000
Number of returns with real estate taxes 2,610
Real estate taxes amount $24,432,000
Number of returns with taxes paid 2,730
Taxes paid amount $38,675,000
Number of returns with mortgage interest paid 2,290
Mortgage interest paid amount $18,066,000
Number of returns with contributions 2,410
Contributions amount $8,327,000
Number of returns with taxable income 3,130
Taxable income amount $319,698,000
Number of returns with income tax before credits 3,120
Income tax before credits amount $55,331,000
Number of returns with alternative minimum tax 140
Alternative minimum tax amount $334,000
Number of returns with total tax credits 1,440
Total tax credits amount $1,650,000
Number of returns with foreign tax credit 510
Foreign tax credit amount $74,000
Number of returns with child and dependent care credit 290
Child and dependent care credit amount $158,000
Number of returns with nonrefundable education credit 290
Nonrefundable education credit amount $436,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 600
Child tax credit amount $808,000
Number of returns with residential energy tax credit 90
Residential energy tax credit amount $19,000
Number of returns with self-employment tax 450
Self-employment tax amount $1,535,000
Number of returns with total tax payments 3,120
Total tax payments amount $61,738,000
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 260
Refundable education credit amount $272,000
Number of returns with income tax 3,120
Income tax amount [10] $53,681,000
Number of returns with tax liability 3,120
Total tax liability amount [11] $55,533,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,000
Tax due at time of filing amount [12] $4,120,000
Number of returns with overpayments refunded 2,000
Overpayments refunded amount [13] $9,470,000
Number of returns with credit to next year’s estimated tax 170
Credited to next year’s estimated tax amount $818,000

Adjusted Gross Income: $200,000 or more

Number of returns 1,580
Number of single returns 130
Number of joint returns 1,390
Number of head of household returns 50
Number of returns with paid preparer's signature 1,160
Number of exemptions 4,580
Number of dependents 1,620
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] 20
Number of elderly returns [4] 540
Adjust gross income (AGI) [5] $888,545,000
Number of returns with total income 1,580
Salaries and wages amount $902,344,000
Number of returns with salaries and wages 1,420
Salaries and wages amount $439,556
Number of returns with taxable interest 1,220
Taxable interest amount $6,910
Number of returns with ordinary dividends 1,120
Ordinary dividends amount $27,711,000
Number of returns with qualified dividends 1,080
Qualified dividends amount [6] $21,775
Number of returns with state and local income tax refunds 780
State and local income tax refunds amount $2,701
Number of returns with business or professional net income (less loss) 310
Business or professional net income (less loss) amount $17,773,000
Number of returns with net capital gain (less loss) 1,090
Net capital gain (less loss) amount $189,977,000
Number of returns with taxable individual retirement arrangements distributions 330
Taxable individual retirement arrangements distributions amount $16,060,000
Number of returns with taxable pensions and annuities 370
Taxable pensions and annuities amount $19,362,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $293,000
Number of returns with taxable Social Security benefits 280
Taxable Social Security benefits amount $7,883,000
Number of returns with partnership/S-corp net income (less loss) 560
Partnership/S-corp net income (less loss) amount $162,194,000
Number of returns with total statutory adjustments 600
Total statutory adjustments amount $13,799,000
Number of returns with educator expenses 80
Educator expenses amount $20,000
Number of returns with self-employment retirement plans 90
Self-employment retirement plans amount $2,682,000
Number of returns with self-employment health insurance deduction 210
Self-employment health insurance deduction amount $3,182,000
Number of returns with IRA payments 40
IRA payments amount $382,000
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 80
Domestic production activities deduction amount $3,109,000
Number of returns with itemized deductions 1,540
Total itemized deductions amount $89,710,000
Amount of AGI for itemized returns $877,356,000
Number of returns with State and local income taxes 1,460
State and local income taxes amount $34,074,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $279,000
Number of returns with real estate taxes 1,500
Real estate taxes amount $26,305,000
Number of returns with taxes paid 1,540
Taxes paid amount $61,821,000
Number of returns with mortgage interest paid 1,220
Mortgage interest paid amount $14,204,000
Number of returns with contributions 1,460
Contributions amount $18,827,000
Number of returns with taxable income 1,570
Taxable income amount $786,100,000
Number of returns with income tax before credits 1,570
Income tax before credits amount $215,393,000
Number of returns with alternative minimum tax 1,000
Alternative minimum tax amount $5,863,000
Number of returns with total tax credits 780
Total tax credits amount $3,192,000
Number of returns with foreign tax credit 640
Foreign tax credit amount $1,387,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $55,000
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 50
Residential energy tax credit amount $15,000
Number of returns with self-employment tax 320
Self-employment tax amount $2,661,000
Number of returns with total tax payments 1,570
Total tax payments amount $225,570,000
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 1,570
Income tax amount [10] $212,201,000
Number of returns with tax liability 1,580
Total tax liability amount [11] $220,108,000
Number of returns with net investment income tax 880
Net investment income tax $3,180,000
Number of returns with tax due at time of filing 760
Tax due at time of filing amount [12] $19,441,000
Number of returns with overpayments refunded 610
Overpayments refunded amount [13] $11,228,000
Number of returns with credit to next year’s estimated tax 250
Credited to next year’s estimated tax amount $13,532,000

[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.