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ZIP Code Database - Facts & Stats

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ZIP Code 62301 Income Tax Stats

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

ZIP Code 62301 Data

Zip Code:62301
City:Quincy
State:IL [Illinois]
Counties: ADAMS, IL
City Alias(es):Quincy
Area Code:217
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


62301 Income Tax Overview

Total Number of Tax Returns for ZIP Code 62301 [1] 14,660
Total Number of Single Tax Returns for ZIP Code 62301 4,390
Total Number of Joint Tax Returns for ZIP Code 62301 4,570
Total Number of Dependents for ZIP Code 62301 7,750
Total Adjusted Gross Income for ZIP Code 62301 $713,032,000
Average Income per Person for ZIP Code 62301 $21,122
Average Income per Household for ZIP Code 62301 $48,638

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 6,190
Number of single returns 4,370
Number of joint returns 610
Number of head of household returns 1,130
Number of returns with paid preparer's signature 2,820
Number of exemptions 8,340
Number of dependents 2,490
Total number of volunteer prepared returns [5] 840
Number of volunteer income tax assistance (VITA) prepared returns [3] 840
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 280
Number of refund anticipation check returns [3] 910
Number of elderly returns [4] 1,350
Adjust gross income (AGI) [5] $77,750,000
Number of returns with total income 6,190
Salaries and wages amount $78,611,000
Number of returns with salaries and wages 5,150
Salaries and wages amount $62,072
Number of returns with taxable interest 970
Taxable interest amount $551
Number of returns with ordinary dividends 600
Ordinary dividends amount $962,000
Number of returns with qualified dividends 560
Qualified dividends amount [6] $578
Number of returns with state and local income tax refunds 40
State and local income tax refunds amount $9
Number of returns with business or professional net income (less loss) 510
Business or professional net income (less loss) amount $3,146,000
Number of returns with net capital gain (less loss) 470
Net capital gain (less loss) amount $564,000
Number of returns with taxable individual retirement arrangements distributions 510
Taxable individual retirement arrangements distributions amount $3,103,000
Number of returns with taxable pensions and annuities 850
Taxable pensions and annuities amount $6,274,000
Number of farm returns 0
Number of returns with unemployment compensation 180
Unemployment compensation amount [7] $648,000
Number of returns with taxable Social Security benefits 320
Taxable Social Security benefits amount $536,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $8,000
Number of returns with total statutory adjustments 750
Total statutory adjustments amount $861,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $214,000
Number of returns with IRA payments 20
IRA payments amount $57,000
Number of returns with student loan interest deduction 230
Student loan interest deduction amount $182,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $58,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 170
Total itemized deductions amount $2,732,000
Amount of AGI for itemized returns $2,754,000
Number of returns with State and local income taxes 80
State and local income taxes amount $80,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $57,000
Number of returns with real estate taxes 110
Real estate taxes amount $286,000
Number of returns with taxes paid 170
Taxes paid amount $432,000
Number of returns with mortgage interest paid 60
Mortgage interest paid amount $211,000
Number of returns with contributions 110
Contributions amount $241,000
Number of returns with taxable income 2,850
Taxable income amount $17,120,000
Number of returns with income tax before credits 2,800
Income tax before credits amount $1,802,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 840
Total tax credits amount $245,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $17,000
Number of returns with nonrefundable education credit 170
Nonrefundable education credit amount $99,000
Number of returns with retirement savings contribution credit 440
Retirement savings contribution credit amount $65,000
Number of returns with child tax credit 200
Child tax credit amount $62,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 460
Self-employment tax amount $550,000
Number of returns with total tax payments 5,740
Total tax payments amount $13,257,000
Number of returns with earned income credit 2,320
Earned income credit amount [8] $5,495,000
Number of returns with excess earned income credit 2,070
Excess earned income credit (refundable) amount [9] $5,159,000
Number of returns with additional child tax credit 1,240
Additional child tax credit amount $1,461,000
Number of returns with refundable education credit 240
Refundable education credit amount $208,000
Number of returns with income tax 2,350
Income tax amount [10] $1,557,000
Number of returns with tax liability 2,810
Total tax liability amount [11] $2,248,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 370
Tax due at time of filing amount [12] $244,000
Number of returns with overpayments refunded 5,470
Overpayments refunded amount [13] $11,209,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $52,000

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

Number of returns 4,050
Number of single returns 2,290
Number of joint returns 920
Number of head of household returns 750
Number of returns with paid preparer's signature 2,200
Number of exemptions 7,000
Number of dependents 2,040
Total number of volunteer prepared returns [5] 320
Number of volunteer income tax assistance (VITA) prepared returns [3] 320
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 40
Number of refund anticipation check returns [3] 520
Number of elderly returns [4] 920
Adjust gross income (AGI) [5] $146,715,000
Number of returns with total income 4,050
Salaries and wages amount $148,035,000
Number of returns with salaries and wages 3,560
Salaries and wages amount $120,791
Number of returns with taxable interest 1,050
Taxable interest amount $688
Number of returns with ordinary dividends 580
Ordinary dividends amount $1,620,000
Number of returns with qualified dividends 550
Qualified dividends amount [6] $1,150
Number of returns with state and local income tax refunds 150
State and local income tax refunds amount $38
Number of returns with business or professional net income (less loss) 290
Business or professional net income (less loss) amount $2,250,000
Number of returns with net capital gain (less loss) 450
Net capital gain (less loss) amount $1,076,000
Number of returns with taxable individual retirement arrangements distributions 430
Taxable individual retirement arrangements distributions amount $4,484,000
Number of returns with taxable pensions and annuities 750
Taxable pensions and annuities amount $10,774,000
Number of farm returns 40
Number of returns with unemployment compensation 140
Unemployment compensation amount [7] $669,000
Number of returns with taxable Social Security benefits 710
Taxable Social Security benefits amount $4,592,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $154,000
Number of returns with total statutory adjustments 840
Total statutory adjustments amount $1,320,000
Number of returns with educator expenses 100
Educator expenses amount $23,000
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 $184,000
Number of returns with IRA payments 50
IRA payments amount $136,000
Number of returns with student loan interest deduction 510
Student loan interest deduction amount $518,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $52,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 400
Total itemized deductions amount $6,147,000
Amount of AGI for itemized returns $15,390,000
Number of returns with State and local income taxes 290
State and local income taxes amount $461,000
Number of returns with State and local general sales tax 90
State and local general sales tax amount $80,000
Number of returns with real estate taxes 310
Real estate taxes amount $710,000
Number of returns with taxes paid 390
Taxes paid amount $1,263,000
Number of returns with mortgage interest paid 230
Mortgage interest paid amount $848,000
Number of returns with contributions 200
Contributions amount $696,000
Number of returns with taxable income 3,940
Taxable income amount $81,519,000
Number of returns with income tax before credits 3,920
Income tax before credits amount $10,061,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,600
Total tax credits amount $1,189,000
Number of returns with foreign tax credit 130
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 160
Child and dependent care credit amount $87,000
Number of returns with nonrefundable education credit 200
Nonrefundable education credit amount $203,000
Number of returns with retirement savings contribution credit 800
Retirement savings contribution credit amount $131,000
Number of returns with child tax credit 800
Child tax credit amount $748,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $7,000
Number of returns with self-employment tax 250
Self-employment tax amount $459,000
Number of returns with total tax payments 3,980
Total tax payments amount $18,065,000
Number of returns with earned income credit 880
Earned income credit amount [8] $1,909,000
Number of returns with excess earned income credit 720
Excess earned income credit (refundable) amount [9] $1,640,000
Number of returns with additional child tax credit 560
Additional child tax credit amount $845,000
Number of returns with refundable education credit 120
Refundable education credit amount $113,000
Number of returns with income tax 3,380
Income tax amount [10] $8,873,000
Number of returns with tax liability 3,510
Total tax liability amount [11] $9,570,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 480
Tax due at time of filing amount [12] $535,000
Number of returns with overpayments refunded 3,520
Overpayments refunded amount [13] $8,984,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $75,000

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

Number of returns 2,060
Number of single returns 710
Number of joint returns 1,150
Number of head of household returns 160
Number of returns with paid preparer's signature 1,310
Number of exemptions 4,640
Number of dependents 1,430
Total number of volunteer prepared returns [5] 70
Number of volunteer income tax assistance (VITA) prepared returns [3] 70
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] 190
Number of elderly returns [4] 580
Adjust gross income (AGI) [5] $126,491,000
Number of returns with total income 2,060
Salaries and wages amount $127,779,000
Number of returns with salaries and wages 1,800
Salaries and wages amount $99,114
Number of returns with taxable interest 780
Taxable interest amount $489
Number of returns with ordinary dividends 440
Ordinary dividends amount $1,542,000
Number of returns with qualified dividends 410
Qualified dividends amount [6] $1,068
Number of returns with state and local income tax refunds 200
State and local income tax refunds amount $71
Number of returns with business or professional net income (less loss) 250
Business or professional net income (less loss) amount $2,470,000
Number of returns with net capital gain (less loss) 340
Net capital gain (less loss) amount $1,374,000
Number of returns with taxable individual retirement arrangements distributions 300
Taxable individual retirement arrangements distributions amount $3,826,000
Number of returns with taxable pensions and annuities 500
Taxable pensions and annuities amount $10,653,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $329,000
Number of returns with taxable Social Security benefits 430
Taxable Social Security benefits amount $5,949,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $555,000
Number of returns with total statutory adjustments 660
Total statutory adjustments amount $1,288,000
Number of returns with educator expenses 50
Educator expenses amount $13,000
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $253,000
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $296,000
Number of returns with IRA payments 40
IRA payments amount $190,000
Number of returns with student loan interest deduction 370
Student loan interest deduction amount $413,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $11,000
Number of returns with itemized deductions 420
Total itemized deductions amount $6,495,000
Amount of AGI for itemized returns $26,432,000
Number of returns with State and local income taxes 350
State and local income taxes amount $951,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $62,000
Number of returns with real estate taxes 370
Real estate taxes amount $928,000
Number of returns with taxes paid 420
Taxes paid amount $1,970,000
Number of returns with mortgage interest paid 310
Mortgage interest paid amount $1,190,000
Number of returns with contributions 250
Contributions amount $1,033,000
Number of returns with taxable income 2,060
Taxable income amount $83,599,000
Number of returns with income tax before credits 2,050
Income tax before credits amount $11,530,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 950
Total tax credits amount $1,327,000
Number of returns with foreign tax credit 130
Foreign tax credit amount $7,000
Number of returns with child and dependent care credit 170
Child and dependent care credit amount $85,000
Number of returns with nonrefundable education credit 150
Nonrefundable education credit amount $190,000
Number of returns with retirement savings contribution credit 250
Retirement savings contribution credit amount $40,000
Number of returns with child tax credit 630
Child tax credit amount $982,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 220
Self-employment tax amount $501,000
Number of returns with total tax payments 2,050
Total tax payments amount $14,413,000
Number of returns with earned income credit 20
Earned income credit amount [8] $9,000
Number of returns with excess earned income credit 20
Excess earned income credit (refundable) amount [9] $7,000
Number of returns with additional child tax credit 100
Additional child tax credit amount $175,000
Number of returns with refundable education credit 110
Refundable education credit amount $102,000
Number of returns with income tax 1,950
Income tax amount [10] $10,203,000
Number of returns with tax liability 1,980
Total tax liability amount [11] $10,845,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 450
Tax due at time of filing amount [12] $842,000
Number of returns with overpayments refunded 1,580
Overpayments refunded amount [13] $4,333,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $60,000

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

Number of returns 1,140
Number of single returns 230
Number of joint returns 860
Number of head of household returns 40
Number of returns with paid preparer's signature 800
Number of exemptions 2,870
Number of dependents 870
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 60
Number of elderly returns [4] 380
Adjust gross income (AGI) [5] $97,822,000
Number of returns with total income 1,140
Salaries and wages amount $98,645,000
Number of returns with salaries and wages 980
Salaries and wages amount $72,503
Number of returns with taxable interest 590
Taxable interest amount $597
Number of returns with ordinary dividends 350
Ordinary dividends amount $1,384,000
Number of returns with qualified dividends 330
Qualified dividends amount [6] $1,030
Number of returns with state and local income tax refunds 190
State and local income tax refunds amount $86
Number of returns with business or professional net income (less loss) 140
Business or professional net income (less loss) amount $1,532,000
Number of returns with net capital gain (less loss) 300
Net capital gain (less loss) amount $1,842,000
Number of returns with taxable individual retirement arrangements distributions 210
Taxable individual retirement arrangements distributions amount $3,198,000
Number of returns with taxable pensions and annuities 350
Taxable pensions and annuities amount $10,618,000
Number of farm returns 30
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $212,000
Number of returns with taxable Social Security benefits 280
Taxable Social Security benefits amount $5,042,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $410,000
Number of returns with total statutory adjustments 390
Total statutory adjustments amount $823,000
Number of returns with educator expenses 40
Educator expenses amount $11,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 40
IRA payments amount $204,000
Number of returns with student loan interest deduction 200
Student loan interest deduction amount $238,000
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 320
Total itemized deductions amount $6,271,000
Amount of AGI for itemized returns $27,621,000
Number of returns with State and local income taxes 270
State and local income taxes amount $921,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $56,000
Number of returns with real estate taxes 280
Real estate taxes amount $944,000
Number of returns with taxes paid 320
Taxes paid amount $1,944,000
Number of returns with mortgage interest paid 230
Mortgage interest paid amount $1,028,000
Number of returns with contributions 230
Contributions amount $1,131,000
Number of returns with taxable income 1,140
Taxable income amount $69,988,000
Number of returns with income tax before credits 1,130
Income tax before credits amount $10,065,000
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 $912,000
Number of returns with foreign tax credit 110
Foreign tax credit amount $6,000
Number of returns with child and dependent care credit 140
Child and dependent care credit amount $87,000
Number of returns with nonrefundable education credit 110
Nonrefundable education credit amount $155,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 360
Child tax credit amount $648,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $10,000
Number of returns with self-employment tax 130
Self-employment tax amount $273,000
Number of returns with total tax payments 1,130
Total tax payments amount $11,608,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 80
Refundable education credit amount $71,000
Number of returns with income tax 1,120
Income tax amount [10] $9,153,000
Number of returns with tax liability 1,130
Total tax liability amount [11] $9,539,000
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] $680,000
Number of returns with overpayments refunded 830
Overpayments refunded amount [13] $2,635,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $107,000

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

Number of returns 960
Number of single returns 120
Number of joint returns 810
Number of head of household returns 20
Number of returns with paid preparer's signature 730
Number of exemptions 2,490
Number of dependents 720
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] 400
Adjust gross income (AGI) [5] $125,616,000
Number of returns with total income 960
Salaries and wages amount $127,275,000
Number of returns with salaries and wages 790
Salaries and wages amount $80,269
Number of returns with taxable interest 640
Taxable interest amount $977
Number of returns with ordinary dividends 420
Ordinary dividends amount $4,301,000
Number of returns with qualified dividends 410
Qualified dividends amount [6] $3,628
Number of returns with state and local income tax refunds 300
State and local income tax refunds amount $213
Number of returns with business or professional net income (less loss) 180
Business or professional net income (less loss) amount $4,163,000
Number of returns with net capital gain (less loss) 390
Net capital gain (less loss) amount $4,465,000
Number of returns with taxable individual retirement arrangements distributions 240
Taxable individual retirement arrangements distributions amount $6,305,000
Number of returns with taxable pensions and annuities 380
Taxable pensions and annuities amount $15,610,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $264,000
Number of returns with taxable Social Security benefits 290
Taxable Social Security benefits amount $5,762,000
Number of returns with partnership/S-corp net income (less loss) 140
Partnership/S-corp net income (less loss) amount $2,436,000
Number of returns with total statutory adjustments 380
Total statutory adjustments amount $1,659,000
Number of returns with educator expenses 50
Educator expenses amount $14,000
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 $347,000
Number of returns with IRA payments 50
IRA payments amount $335,000
Number of returns with student loan interest deduction 130
Student loan interest deduction amount $160,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $44,000
Returns with domestic production activities deduction 20
Domestic production activities deduction amount $17,000
Number of returns with itemized deductions 520
Total itemized deductions amount $12,187,000
Amount of AGI for itemized returns $71,482,000
Number of returns with State and local income taxes 470
State and local income taxes amount $2,470,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $128,000
Number of returns with real estate taxes 490
Real estate taxes amount $2,257,000
Number of returns with taxes paid 520
Taxes paid amount $4,861,000
Number of returns with mortgage interest paid 360
Mortgage interest paid amount $1,779,000
Number of returns with contributions 440
Contributions amount $2,837,000
Number of returns with taxable income 960
Taxable income amount $97,708,000
Number of returns with income tax before credits 950
Income tax before credits amount $16,228,000
Number of returns with alternative minimum tax 20
Alternative minimum tax amount $50,000
Number of returns with total tax credits 450
Total tax credits amount $562,000
Number of returns with foreign tax credit 180
Foreign tax credit amount $24,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $57,000
Number of returns with nonrefundable education credit 100
Nonrefundable education credit amount $151,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 200
Child tax credit amount $308,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 150
Self-employment tax amount $729,000
Number of returns with total tax payments 950
Total tax payments amount $17,398,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 80
Refundable education credit amount $80,000
Number of returns with income tax 950
Income tax amount [10] $15,666,000
Number of returns with tax liability 960
Total tax liability amount [11] $16,584,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 360
Tax due at time of filing amount [12] $1,721,000
Number of returns with overpayments refunded 530
Overpayments refunded amount [13] $2,224,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $301,000

Adjusted Gross Income: $200,000 or more

Number of returns 260
Number of single returns 40
Number of joint returns 220
Number of head of household returns 0
Number of returns with paid preparer's signature 230
Number of exemptions 680
Number of dependents 200
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] 140
Adjust gross income (AGI) [5] $138,638,000
Number of returns with total income 260
Salaries and wages amount $140,999,000
Number of returns with salaries and wages 200
Salaries and wages amount $55,805
Number of returns with taxable interest 230
Taxable interest amount $1,361
Number of returns with ordinary dividends 200
Ordinary dividends amount $19,559,000
Number of returns with qualified dividends 200
Qualified dividends amount [6] $18,411
Number of returns with state and local income tax refunds 120
State and local income tax refunds amount $297
Number of returns with business or professional net income (less loss) 60
Business or professional net income (less loss) amount $3,454,000
Number of returns with net capital gain (less loss) 200
Net capital gain (less loss) amount $19,244,000
Number of returns with taxable individual retirement arrangements distributions 90
Taxable individual retirement arrangements distributions amount $4,189,000
Number of returns with taxable pensions and annuities 90
Taxable pensions and annuities amount $5,115,000
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 90
Taxable Social Security benefits amount $2,129,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $26,244,000
Number of returns with total statutory adjustments 110
Total statutory adjustments amount $2,361,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $555,000
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $490,000
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 $233,000
Number of returns with itemized deductions 240
Total itemized deductions amount $16,089,000
Amount of AGI for itemized returns $133,283,000
Number of returns with State and local income taxes 230
State and local income taxes amount $5,601,000
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 230
Real estate taxes amount $2,515,000
Number of returns with taxes paid 240
Taxes paid amount $8,298,000
Number of returns with mortgage interest paid 130
Mortgage interest paid amount $1,071,000
Number of returns with contributions 230
Contributions amount $6,336,000
Number of returns with taxable income 260
Taxable income amount $120,840,000
Number of returns with income tax before credits 260
Income tax before credits amount $31,137,000
Number of returns with alternative minimum tax 130
Alternative minimum tax amount $741,000
Number of returns with total tax credits 160
Total tax credits amount $251,000
Number of returns with foreign tax credit 140
Foreign tax credit amount $71,000
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 70
Self-employment tax amount $632,000
Number of returns with total tax payments 260
Total tax payments amount $32,906,000
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 260
Income tax amount [10] $30,886,000
Number of returns with tax liability 260
Total tax liability amount [11] $33,053,000
Number of returns with net investment income tax 180
Net investment income tax $1,249,000
Number of returns with tax due at time of filing 130
Tax due at time of filing amount [12] $4,241,000
Number of returns with overpayments refunded 80
Overpayments refunded amount [13] $916,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $1,827,000

[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.