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ZIP Code Database - Facts & Stats

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ZIP Code 63084 Income Tax Stats

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

ZIP Code 63084 Data

Zip Code:63084
City:Union
State:MO [Missouri]
Counties: FRANKLIN, MO
City Alias(es):Union
Area Code:636
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


63084 Income Tax Overview

Total Number of Tax Returns for ZIP Code 63084 [1] 8,840
Total Number of Single Tax Returns for ZIP Code 63084 3,470
Total Number of Joint Tax Returns for ZIP Code 63084 3,580
Total Number of Dependents for ZIP Code 63084 5,380
Total Adjusted Gross Income for ZIP Code 63084 $444,320,000
Average Income per Person for ZIP Code 63084 $25,515
Average Income per Household for ZIP Code 63084 $50,262

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 3,270
Number of single returns 2,370
Number of joint returns 410
Number of head of household returns 430
Number of returns with paid preparer's signature 1,450
Number of exemptions 4,100
Number of dependents 1,080
Total number of volunteer prepared returns [5] 150
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 150
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 440
Number of elderly returns [4] 820
Adjust gross income (AGI) [5] $39,439,000
Number of returns with total income 3,270
Salaries and wages amount $39,884,000
Number of returns with salaries and wages 2,510
Salaries and wages amount $30,405
Number of returns with taxable interest 640
Taxable interest amount $313
Number of returns with ordinary dividends 330
Ordinary dividends amount $552,000
Number of returns with qualified dividends 300
Qualified dividends amount [6] $362
Number of returns with state and local income tax refunds 30
State and local income tax refunds amount $13
Number of returns with business or professional net income (less loss) 280
Business or professional net income (less loss) amount $1,744,000
Number of returns with net capital gain (less loss) 260
Net capital gain (less loss) amount $248,000
Number of returns with taxable individual retirement arrangements distributions 260
Taxable individual retirement arrangements distributions amount $1,563,000
Number of returns with taxable pensions and annuities 570
Taxable pensions and annuities amount $4,836,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $155,000
Number of returns with taxable Social Security benefits 220
Taxable Social Security benefits amount $391,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $50,000
Number of returns with total statutory adjustments 360
Total statutory adjustments amount $445,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $89,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 110
Student loan interest deduction amount $94,000
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 150
Total itemized deductions amount $2,424,000
Amount of AGI for itemized returns $2,197,000
Number of returns with State and local income taxes 50
State and local income taxes amount $47,000
Number of returns with State and local general sales tax 90
State and local general sales tax amount $61,000
Number of returns with real estate taxes 110
Real estate taxes amount $209,000
Number of returns with taxes paid 150
Taxes paid amount $387,000
Number of returns with mortgage interest paid 80
Mortgage interest paid amount $364,000
Number of returns with contributions 90
Contributions amount $218,000
Number of returns with taxable income 1,460
Taxable income amount $8,854,000
Number of returns with income tax before credits 1,460
Income tax before credits amount $938,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 360
Total tax credits amount $107,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 90
Nonrefundable education credit amount $39,000
Number of returns with retirement savings contribution credit 170
Retirement savings contribution credit amount $26,000
Number of returns with child tax credit 100
Child tax credit amount $33,000
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 $287,000
Number of returns with total tax payments 2,860
Total tax payments amount $6,031,000
Number of returns with earned income credit 930
Earned income credit amount [8] $2,275,000
Number of returns with excess earned income credit 830
Excess earned income credit (refundable) amount [9] $2,085,000
Number of returns with additional child tax credit 510
Additional child tax credit amount $628,000
Number of returns with refundable education credit 110
Refundable education credit amount $85,000
Number of returns with income tax 1,260
Income tax amount [10] $831,000
Number of returns with tax liability 1,460
Total tax liability amount [11] $1,161,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 200
Tax due at time of filing amount [12] $108,000
Number of returns with overpayments refunded 2,730
Overpayments refunded amount [13] $4,961,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 2,260
Number of single returns 1,100
Number of joint returns 690
Number of head of household returns 400
Number of returns with paid preparer's signature 1,170
Number of exemptions 4,340
Number of dependents 1,390
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] 360
Number of elderly returns [4] 500
Adjust gross income (AGI) [5] $82,180,000
Number of returns with total income 2,260
Salaries and wages amount $83,059,000
Number of returns with salaries and wages 1,960
Salaries and wages amount $65,565
Number of returns with taxable interest 510
Taxable interest amount $401
Number of returns with ordinary dividends 300
Ordinary dividends amount $763,000
Number of returns with qualified dividends 290
Qualified dividends amount [6] $549
Number of returns with state and local income tax refunds 150
State and local income tax refunds amount $78
Number of returns with business or professional net income (less loss) 240
Business or professional net income (less loss) amount $1,722,000
Number of returns with net capital gain (less loss) 240
Net capital gain (less loss) amount $341,000
Number of returns with taxable individual retirement arrangements distributions 250
Taxable individual retirement arrangements distributions amount $2,262,000
Number of returns with taxable pensions and annuities 470
Taxable pensions and annuities amount $7,974,000
Number of farm returns 40
Number of returns with unemployment compensation 100
Unemployment compensation amount [7] $217,000
Number of returns with taxable Social Security benefits 450
Taxable Social Security benefits amount $3,097,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $290,000
Number of returns with total statutory adjustments 450
Total statutory adjustments amount $879,000
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 40
Self-employment health insurance deduction amount $202,000
Number of returns with IRA payments 60
IRA payments amount $238,000
Number of returns with student loan interest deduction 200
Student loan interest deduction amount $218,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $48,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 310
Total itemized deductions amount $4,288,000
Amount of AGI for itemized returns $11,991,000
Number of returns with State and local income taxes 220
State and local income taxes amount $333,000
Number of returns with State and local general sales tax 90
State and local general sales tax amount $110,000
Number of returns with real estate taxes 260
Real estate taxes amount $428,000
Number of returns with taxes paid 310
Taxes paid amount $964,000
Number of returns with mortgage interest paid 210
Mortgage interest paid amount $1,055,000
Number of returns with contributions 210
Contributions amount $628,000
Number of returns with taxable income 2,180
Taxable income amount $42,869,000
Number of returns with income tax before credits 2,170
Income tax before credits amount $5,235,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 920
Total tax credits amount $706,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $47,000
Number of returns with nonrefundable education credit 110
Nonrefundable education credit amount $92,000
Number of returns with retirement savings contribution credit 420
Retirement savings contribution credit amount $74,000
Number of returns with child tax credit 530
Child tax credit amount $487,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $6,000
Number of returns with self-employment tax 170
Self-employment tax amount $352,000
Number of returns with total tax payments 2,220
Total tax payments amount $9,897,000
Number of returns with earned income credit 570
Earned income credit amount [8] $1,213,000
Number of returns with excess earned income credit 460
Excess earned income credit (refundable) amount [9] $1,017,000
Number of returns with additional child tax credit 390
Additional child tax credit amount $595,000
Number of returns with refundable education credit 60
Refundable education credit amount $51,000
Number of returns with income tax 1,810
Income tax amount [10] $4,529,000
Number of returns with tax liability 1,910
Total tax liability amount [11] $5,004,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 300
Tax due at time of filing amount [12] $367,000
Number of returns with overpayments refunded 1,940
Overpayments refunded amount [13] $5,224,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $36,000

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

Number of returns 1,360
Number of single returns 410
Number of joint returns 790
Number of head of household returns 130
Number of returns with paid preparer's signature 760
Number of exemptions 3,140
Number of dependents 990
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] 160
Number of elderly returns [4] 340
Adjust gross income (AGI) [5] $83,916,000
Number of returns with total income 1,360
Salaries and wages amount $84,627,000
Number of returns with salaries and wages 1,190
Salaries and wages amount $64,768
Number of returns with taxable interest 440
Taxable interest amount $343
Number of returns with ordinary dividends 270
Ordinary dividends amount $940,000
Number of returns with qualified dividends 260
Qualified dividends amount [6] $671
Number of returns with state and local income tax refunds 230
State and local income tax refunds amount $140
Number of returns with business or professional net income (less loss) 200
Business or professional net income (less loss) amount $1,149,000
Number of returns with net capital gain (less loss) 220
Net capital gain (less loss) amount $836,000
Number of returns with taxable individual retirement arrangements distributions 190
Taxable individual retirement arrangements distributions amount $2,112,000
Number of returns with taxable pensions and annuities 370
Taxable pensions and annuities amount $8,761,000
Number of farm returns 30
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $171,000
Number of returns with taxable Social Security benefits 320
Taxable Social Security benefits amount $4,759,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $692,000
Number of returns with total statutory adjustments 380
Total statutory adjustments amount $711,000
Number of returns with educator expenses 40
Educator expenses amount $10,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $170,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 190
Student loan interest deduction amount $183,000
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 400
Total itemized deductions amount $6,425,000
Amount of AGI for itemized returns $25,052,000
Number of returns with State and local income taxes 370
State and local income taxes amount $935,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $50,000
Number of returns with real estate taxes 360
Real estate taxes amount $622,000
Number of returns with taxes paid 400
Taxes paid amount $1,766,000
Number of returns with mortgage interest paid 310
Mortgage interest paid amount $1,622,000
Number of returns with contributions 260
Contributions amount $834,000
Number of returns with taxable income 1,350
Taxable income amount $54,047,000
Number of returns with income tax before credits 1,350
Income tax before credits amount $7,329,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 630
Total tax credits amount $898,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $54,000
Number of returns with nonrefundable education credit 100
Nonrefundable education credit amount $101,000
Number of returns with retirement savings contribution credit 130
Retirement savings contribution credit amount $22,000
Number of returns with child tax credit 450
Child tax credit amount $699,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 140
Self-employment tax amount $280,000
Number of returns with total tax payments 1,350
Total tax payments amount $9,436,000
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 80
Additional child tax credit amount $106,000
Number of returns with refundable education credit 60
Refundable education credit amount $52,000
Number of returns with income tax 1,280
Income tax amount [10] $6,431,000
Number of returns with tax liability 1,300
Total tax liability amount [11] $6,817,000
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] $488,000
Number of returns with overpayments refunded 1,070
Overpayments refunded amount [13] $3,008,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $92,000

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

Number of returns 910
Number of single returns 120
Number of joint returns 750
Number of head of household returns 30
Number of returns with paid preparer's signature 560
Number of exemptions 2,520
Number of dependents 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] 60
Number of elderly returns [4] 250
Adjust gross income (AGI) [5] $78,956,000
Number of returns with total income 910
Salaries and wages amount $79,746,000
Number of returns with salaries and wages 800
Salaries and wages amount $60,075
Number of returns with taxable interest 380
Taxable interest amount $294
Number of returns with ordinary dividends 240
Ordinary dividends amount $936,000
Number of returns with qualified dividends 230
Qualified dividends amount [6] $732
Number of returns with state and local income tax refunds 230
State and local income tax refunds amount $169
Number of returns with business or professional net income (less loss) 130
Business or professional net income (less loss) amount $1,575,000
Number of returns with net capital gain (less loss) 210
Net capital gain (less loss) amount $1,101,000
Number of returns with taxable individual retirement arrangements distributions 150
Taxable individual retirement arrangements distributions amount $2,597,000
Number of returns with taxable pensions and annuities 290
Taxable pensions and annuities amount $7,577,000
Number of farm returns 30
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $100,000
Number of returns with taxable Social Security benefits 230
Taxable Social Security benefits amount $4,528,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $458,000
Number of returns with total statutory adjustments 290
Total statutory adjustments amount $790,000
Number of returns with educator expenses 50
Educator expenses amount $13,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $217,000
Number of returns with IRA payments 20
IRA payments amount $130,000
Number of returns with student loan interest deduction 150
Student loan interest deduction amount $171,000
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 350
Total itemized deductions amount $6,037,000
Amount of AGI for itemized returns $30,321,000
Number of returns with State and local income taxes 330
State and local income taxes amount $1,176,000
Number of returns with State and local general sales tax 20
State and local general sales tax amount $60,000
Number of returns with real estate taxes 340
Real estate taxes amount $647,000
Number of returns with taxes paid 350
Taxes paid amount $2,059,000
Number of returns with mortgage interest paid 300
Mortgage interest paid amount $1,744,000
Number of returns with contributions 280
Contributions amount $916,000
Number of returns with taxable income 910
Taxable income amount $55,611,000
Number of returns with income tax before credits 910
Income tax before credits amount $7,798,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 460
Total tax credits amount $843,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $56,000
Number of returns with nonrefundable education credit 110
Nonrefundable education credit amount $126,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 340
Child tax credit amount $634,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $11,000
Number of returns with self-employment tax 100
Self-employment tax amount $313,000
Number of returns with total tax payments 910
Total tax payments amount $9,151,000
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 $70,000
Number of returns with income tax 900
Income tax amount [10] $6,955,000
Number of returns with tax liability 910
Total tax liability amount [11] $7,338,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 210
Tax due at time of filing amount [12] $503,000
Number of returns with overpayments refunded 690
Overpayments refunded amount [13] $2,282,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $29,000

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

Number of returns 920
Number of single returns 70
Number of joint returns 830
Number of head of household returns 30
Number of returns with paid preparer's signature 600
Number of exemptions 2,670
Number of dependents 930
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 40
Number of elderly returns [4] 260
Adjust gross income (AGI) [5] $117,774,000
Number of returns with total income 920
Salaries and wages amount $119,035,000
Number of returns with salaries and wages 840
Salaries and wages amount $89,354
Number of returns with taxable interest 470
Taxable interest amount $645
Number of returns with ordinary dividends 330
Ordinary dividends amount $1,715,000
Number of returns with qualified dividends 320
Qualified dividends amount [6] $1,406
Number of returns with state and local income tax refunds 440
State and local income tax refunds amount $392
Number of returns with business or professional net income (less loss) 160
Business or professional net income (less loss) amount $1,856,000
Number of returns with net capital gain (less loss) 300
Net capital gain (less loss) amount $2,880,000
Number of returns with taxable individual retirement arrangements distributions 150
Taxable individual retirement arrangements distributions amount $3,617,000
Number of returns with taxable pensions and annuities 290
Taxable pensions and annuities amount $11,160,000
Number of farm returns 50
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $85,000
Number of returns with taxable Social Security benefits 190
Taxable Social Security benefits amount $3,879,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $2,799,000
Number of returns with total statutory adjustments 350
Total statutory adjustments amount $1,261,000
Number of returns with educator expenses 70
Educator expenses amount $19,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $370,000
Number of returns with IRA payments 30
IRA payments amount $165,000
Number of returns with student loan interest deduction 140
Student loan interest deduction amount $157,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $31,000
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $236,000
Number of returns with itemized deductions 620
Total itemized deductions amount $13,067,000
Amount of AGI for itemized returns $83,242,000
Number of returns with State and local income taxes 610
State and local income taxes amount $3,647,000
Number of returns with State and local general sales tax 20
State and local general sales tax amount $54,000
Number of returns with real estate taxes 610
Real estate taxes amount $1,427,000
Number of returns with taxes paid 620
Taxes paid amount $5,523,000
Number of returns with mortgage interest paid 550
Mortgage interest paid amount $3,532,000
Number of returns with contributions 540
Contributions amount $2,260,000
Number of returns with taxable income 920
Taxable income amount $90,063,000
Number of returns with income tax before credits 910
Income tax before credits amount $14,732,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 450
Total tax credits amount $658,000
Number of returns with foreign tax credit 100
Foreign tax credit amount $13,000
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $53,000
Number of returns with nonrefundable education credit 110
Nonrefundable education credit amount $127,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 260
Child tax credit amount $405,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 110
Self-employment tax amount $335,000
Number of returns with total tax payments 910
Total tax payments amount $15,856,000
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 $75,000
Number of returns with income tax 910
Income tax amount [10] $14,074,000
Number of returns with tax liability 910
Total tax liability amount [11] $14,592,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 280
Tax due at time of filing amount [12] $1,208,000
Number of returns with overpayments refunded 610
Overpayments refunded amount [13] $2,304,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $130,000

Adjusted Gross Income: $200,000 or more

Number of returns 120
Number of single returns 0
Number of joint returns 110
Number of head of household returns 0
Number of returns with paid preparer's signature 100
Number of exemptions 360
Number of dependents 130
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] 40
Adjust gross income (AGI) [5] $42,055,000
Number of returns with total income 120
Salaries and wages amount $42,748,000
Number of returns with salaries and wages 110
Salaries and wages amount $20,026
Number of returns with taxable interest 100
Taxable interest amount $485
Number of returns with ordinary dividends 80
Ordinary dividends amount $1,854,000
Number of returns with qualified dividends 80
Qualified dividends amount [6] $1,741
Number of returns with state and local income tax refunds 60
State and local income tax refunds amount $110
Number of returns with business or professional net income (less loss) 30
Business or professional net income (less loss) amount $1,141,000
Number of returns with net capital gain (less loss) 70
Net capital gain (less loss) amount $3,344,000
Number of returns with taxable individual retirement arrangements distributions 20
Taxable individual retirement arrangements distributions amount $313,000
Number of returns with taxable pensions and annuities 40
Taxable pensions and annuities amount $2,241,000
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 30
Taxable Social Security benefits amount $695,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $9,239,000
Number of returns with total statutory adjustments 50
Total statutory adjustments amount $693,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $247,000
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 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 110
Total itemized deductions amount $5,392,000
Amount of AGI for itemized returns $39,304,000
Number of returns with State and local income taxes 110
State and local income taxes amount $2,114,000
Number of returns with State and local general sales tax 0
State and local general sales tax amount $0
Number of returns with real estate taxes 110
Real estate taxes amount $407,000
Number of returns with taxes paid 110
Taxes paid amount $2,615,000
Number of returns with mortgage interest paid 90
Mortgage interest paid amount $680,000
Number of returns with contributions 110
Contributions amount $2,183,000
Number of returns with taxable income 120
Taxable income amount $35,438,000
Number of returns with income tax before credits 120
Income tax before credits amount $8,476,000
Number of returns with alternative minimum tax 70
Alternative minimum tax amount $278,000
Number of returns with total tax credits 50
Total tax credits amount $48,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $8,000
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 40
Self-employment tax amount $187,000
Number of returns with total tax payments 120
Total tax payments amount $8,229,000
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 120
Income tax amount [10] $8,428,000
Number of returns with tax liability 120
Total tax liability amount [11] $8,802,000
Number of returns with net investment income tax 50
Net investment income tax $134,000
Number of returns with tax due at time of filing 50
Tax due at time of filing amount [12] $1,282,000
Number of returns with overpayments refunded 50
Overpayments refunded amount [13] $299,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $404,000

[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.