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ZIP Code Database - Facts & Stats

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ZIP Code 63125 Income Tax Stats

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

ZIP Code 63125 Data

Zip Code:63125
City:Saint Louis
State:MO [Missouri]
Counties: SAINT LOUIS, MO
City Alias(es):Saint Louis
Area Code:314
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


63125 Income Tax Overview

Total Number of Tax Returns for ZIP Code 63125 [1] 16,610
Total Number of Single Tax Returns for ZIP Code 63125 5,150
Total Number of Joint Tax Returns for ZIP Code 63125 5,200
Total Number of Dependents for ZIP Code 63125 7,930
Total Adjusted Gross Income for ZIP Code 63125 $728,739,000
Average Income per Person for ZIP Code 63125 $22,631
Average Income per Household for ZIP Code 63125 $43,874

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 6,230
Number of single returns 4,500
Number of joint returns 720
Number of head of household returns 910
Number of returns with paid preparer's signature 2,760
Number of exemptions 8,160
Number of dependents 2,190
Total number of volunteer prepared returns [5] 340
Number of volunteer income tax assistance (VITA) prepared returns [3] 150
Number of tax counseling for the elderly (TCE) prepared returns [3] 190
Number of volunteer prepared returns with Earned Income Credit 40
Number of refund anticipation check returns [3] 910
Number of elderly returns [4] 1,650
Adjust gross income (AGI) [5] $79,442,000
Number of returns with total income 6,230
Salaries and wages amount $80,710,000
Number of returns with salaries and wages 4,450
Salaries and wages amount $57,153
Number of returns with taxable interest 1,110
Taxable interest amount $572
Number of returns with ordinary dividends 620
Ordinary dividends amount $923,000
Number of returns with qualified dividends 560
Qualified dividends amount [6] $606
Number of returns with state and local income tax refunds 100
State and local income tax refunds amount $43
Number of returns with business or professional net income (less loss) 950
Business or professional net income (less loss) amount $7,717,000
Number of returns with net capital gain (less loss) 470
Net capital gain (less loss) amount $428,000
Number of returns with taxable individual retirement arrangements distributions 570
Taxable individual retirement arrangements distributions amount $3,290,000
Number of returns with taxable pensions and annuities 1,140
Taxable pensions and annuities amount $9,000,000
Number of farm returns 0
Number of returns with unemployment compensation 140
Unemployment compensation amount [7] $473,000
Number of returns with taxable Social Security benefits 400
Taxable Social Security benefits amount $709,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $140,000
Number of returns with total statutory adjustments 1,060
Total statutory adjustments amount $1,268,000
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 100
Self-employment health insurance deduction amount $200,000
Number of returns with IRA payments 30
IRA payments amount $100,000
Number of returns with student loan interest deduction 200
Student loan interest deduction amount $175,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $98,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 370
Total itemized deductions amount $5,033,000
Amount of AGI for itemized returns $5,367,000
Number of returns with State and local income taxes 150
State and local income taxes amount $113,000
Number of returns with State and local general sales tax 180
State and local general sales tax amount $101,000
Number of returns with real estate taxes 280
Real estate taxes amount $588,000
Number of returns with taxes paid 360
Taxes paid amount $885,000
Number of returns with mortgage interest paid 180
Mortgage interest paid amount $944,000
Number of returns with contributions 240
Contributions amount $460,000
Number of returns with taxable income 2,870
Taxable income amount $18,073,000
Number of returns with income tax before credits 2,860
Income tax before credits amount $1,932,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 730
Total tax credits amount $245,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $13,000
Number of returns with nonrefundable education credit 200
Nonrefundable education credit amount $118,000
Number of returns with retirement savings contribution credit 300
Retirement savings contribution credit amount $51,000
Number of returns with child tax credit 190
Child tax credit amount $61,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 800
Self-employment tax amount $1,209,000
Number of returns with total tax payments 5,510
Total tax payments amount $12,159,000
Number of returns with earned income credit 1,980
Earned income credit amount [8] $4,911,000
Number of returns with excess earned income credit 1,690
Excess earned income credit (refundable) amount [9] $4,233,000
Number of returns with additional child tax credit 1,080
Additional child tax credit amount $1,341,000
Number of returns with refundable education credit 220
Refundable education credit amount $179,000
Number of returns with income tax 2,460
Income tax amount [10] $1,687,000
Number of returns with tax liability 3,110
Total tax liability amount [11] $3,022,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 620
Tax due at time of filing amount [12] $593,000
Number of returns with overpayments refunded 5,080
Overpayments refunded amount [13] $9,670,000
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 4,970
Number of single returns 2,870
Number of joint returns 1,120
Number of head of household returns 850
Number of returns with paid preparer's signature 2,270
Number of exemptions 8,490
Number of dependents 2,420
Total number of volunteer prepared returns [5] 140
Number of volunteer income tax assistance (VITA) prepared returns [3] 70
Number of tax counseling for the elderly (TCE) prepared returns [3] 70
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 760
Number of elderly returns [4] 1,110
Adjust gross income (AGI) [5] $180,961,000
Number of returns with total income 4,970
Salaries and wages amount $183,019,000
Number of returns with salaries and wages 4,290
Salaries and wages amount $146,365
Number of returns with taxable interest 1,060
Taxable interest amount $843
Number of returns with ordinary dividends 620
Ordinary dividends amount $1,470,000
Number of returns with qualified dividends 580
Qualified dividends amount [6] $1,047
Number of returns with state and local income tax refunds 450
State and local income tax refunds amount $212
Number of returns with business or professional net income (less loss) 610
Business or professional net income (less loss) amount $7,952,000
Number of returns with net capital gain (less loss) 500
Net capital gain (less loss) amount $991,000
Number of returns with taxable individual retirement arrangements distributions 470
Taxable individual retirement arrangements distributions amount $4,808,000
Number of returns with taxable pensions and annuities 850
Taxable pensions and annuities amount $13,078,000
Number of farm returns 30
Number of returns with unemployment compensation 150
Unemployment compensation amount [7] $451,000
Number of returns with taxable Social Security benefits 840
Taxable Social Security benefits amount $5,606,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $655,000
Number of returns with total statutory adjustments 1,190
Total statutory adjustments amount $2,058,000
Number of returns with educator expenses 80
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 100
Self-employment health insurance deduction amount $357,000
Number of returns with IRA payments 60
IRA payments amount $245,000
Number of returns with student loan interest deduction 620
Student loan interest deduction amount $606,000
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 920
Total itemized deductions amount $12,032,000
Amount of AGI for itemized returns $35,733,000
Number of returns with State and local income taxes 750
State and local income taxes amount $1,149,000
Number of returns with State and local general sales tax 150
State and local general sales tax amount $159,000
Number of returns with real estate taxes 740
Real estate taxes amount $1,347,000
Number of returns with taxes paid 920
Taxes paid amount $2,925,000
Number of returns with mortgage interest paid 640
Mortgage interest paid amount $2,643,000
Number of returns with contributions 650
Contributions amount $1,405,000
Number of returns with taxable income 4,850
Taxable income amount $100,244,000
Number of returns with income tax before credits 4,830
Income tax before credits amount $12,501,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,820
Total tax credits amount $1,480,000
Number of returns with foreign tax credit 150
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 160
Child and dependent care credit amount $85,000
Number of returns with nonrefundable education credit 320
Nonrefundable education credit amount $339,000
Number of returns with retirement savings contribution credit 750
Retirement savings contribution credit amount $138,000
Number of returns with child tax credit 930
Child tax credit amount $897,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $11,000
Number of returns with self-employment tax 490
Self-employment tax amount $1,253,000
Number of returns with total tax payments 4,880
Total tax payments amount $20,729,000
Number of returns with earned income credit 990
Earned income credit amount [8] $2,014,000
Number of returns with excess earned income credit 760
Excess earned income credit (refundable) amount [9] $1,508,000
Number of returns with additional child tax credit 640
Additional child tax credit amount $835,000
Number of returns with refundable education credit 200
Refundable education credit amount $171,000
Number of returns with income tax 4,200
Income tax amount [10] $11,021,000
Number of returns with tax liability 4,420
Total tax liability amount [11] $12,488,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 750
Tax due at time of filing amount [12] $1,244,000
Number of returns with overpayments refunded 4,180
Overpayments refunded amount [13] $9,354,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $96,000

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

Number of returns 2,670
Number of single returns 1,110
Number of joint returns 1,260
Number of head of household returns 250
Number of returns with paid preparer's signature 1,430
Number of exemptions 5,440
Number of dependents 1,510
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] 310
Number of elderly returns [4] 780
Adjust gross income (AGI) [5] $163,411,000
Number of returns with total income 2,670
Salaries and wages amount $164,904,000
Number of returns with salaries and wages 2,270
Salaries and wages amount $123,570
Number of returns with taxable interest 930
Taxable interest amount $875
Number of returns with ordinary dividends 570
Ordinary dividends amount $2,094,000
Number of returns with qualified dividends 530
Qualified dividends amount [6] $1,643
Number of returns with state and local income tax refunds 520
State and local income tax refunds amount $290
Number of returns with business or professional net income (less loss) 360
Business or professional net income (less loss) amount $5,870,000
Number of returns with net capital gain (less loss) 450
Net capital gain (less loss) amount $1,983,000
Number of returns with taxable individual retirement arrangements distributions 380
Taxable individual retirement arrangements distributions amount $5,053,000
Number of returns with taxable pensions and annuities 650
Taxable pensions and annuities amount $13,863,000
Number of farm returns 0
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $253,000
Number of returns with taxable Social Security benefits 650
Taxable Social Security benefits amount $9,634,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $637,000
Number of returns with total statutory adjustments 720
Total statutory adjustments amount $1,493,000
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 50
Self-employment health insurance deduction amount $184,000
Number of returns with IRA payments 60
IRA payments amount $251,000
Number of returns with student loan interest deduction 360
Student loan interest deduction amount $410,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $53,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 890
Total itemized deductions amount $13,070,000
Amount of AGI for itemized returns $54,932,000
Number of returns with State and local income taxes 830
State and local income taxes amount $2,175,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $71,000
Number of returns with real estate taxes 800
Real estate taxes amount $1,572,000
Number of returns with taxes paid 890
Taxes paid amount $4,154,000
Number of returns with mortgage interest paid 700
Mortgage interest paid amount $3,020,000
Number of returns with contributions 660
Contributions amount $1,557,000
Number of returns with taxable income 2,660
Taxable income amount $109,436,000
Number of returns with income tax before credits 2,650
Income tax before credits amount $15,332,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,050
Total tax credits amount $1,392,000
Number of returns with foreign tax credit 160
Foreign tax credit amount $9,000
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $64,000
Number of returns with nonrefundable education credit 220
Nonrefundable education credit amount $293,000
Number of returns with retirement savings contribution credit 230
Retirement savings contribution credit amount $39,000
Number of returns with child tax credit 640
Child tax credit amount $965,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $20,000
Number of returns with self-employment tax 280
Self-employment tax amount $909,000
Number of returns with total tax payments 2,620
Total tax payments amount $18,143,000
Number of returns with earned income credit 20
Earned income credit amount [8] $6,000
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 90
Additional child tax credit amount $90,000
Number of returns with refundable education credit 160
Refundable education credit amount $146,000
Number of returns with income tax 2,560
Income tax amount [10] $13,940,000
Number of returns with tax liability 2,590
Total tax liability amount [11] $15,046,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 670
Tax due at time of filing amount [12] $1,728,000
Number of returns with overpayments refunded 1,960
Overpayments refunded amount [13] $4,785,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $59,000

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

Number of returns 1,440
Number of single returns 330
Number of joint returns 1,030
Number of head of household returns 60
Number of returns with paid preparer's signature 800
Number of exemptions 3,400
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] 120
Number of elderly returns [4] 460
Adjust gross income (AGI) [5] $124,191,000
Number of returns with total income 1,440
Salaries and wages amount $125,340,000
Number of returns with salaries and wages 1,230
Salaries and wages amount $93,148
Number of returns with taxable interest 630
Taxable interest amount $675
Number of returns with ordinary dividends 400
Ordinary dividends amount $1,716,000
Number of returns with qualified dividends 380
Qualified dividends amount [6] $1,340
Number of returns with state and local income tax refunds 380
State and local income tax refunds amount $266
Number of returns with business or professional net income (less loss) 190
Business or professional net income (less loss) amount $3,714,000
Number of returns with net capital gain (less loss) 340
Net capital gain (less loss) amount $1,793,000
Number of returns with taxable individual retirement arrangements distributions 280
Taxable individual retirement arrangements distributions amount $4,690,000
Number of returns with taxable pensions and annuities 410
Taxable pensions and annuities amount $10,978,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $194,000
Number of returns with taxable Social Security benefits 350
Taxable Social Security benefits amount $6,663,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $676,000
Number of returns with total statutory adjustments 440
Total statutory adjustments amount $1,149,000
Number of returns with educator expenses 60
Educator expenses amount $16,000
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 $144,000
Number of returns with IRA payments 40
IRA payments amount $185,000
Number of returns with student loan interest deduction 230
Student loan interest deduction amount $285,000
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 580
Total itemized deductions amount $10,448,000
Amount of AGI for itemized returns $50,380,000
Number of returns with State and local income taxes 540
State and local income taxes amount $2,089,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $85,000
Number of returns with real estate taxes 530
Real estate taxes amount $1,159,000
Number of returns with taxes paid 580
Taxes paid amount $4,008,000
Number of returns with mortgage interest paid 440
Mortgage interest paid amount $2,041,000
Number of returns with contributions 480
Contributions amount $1,537,000
Number of returns with taxable income 1,440
Taxable income amount $90,047,000
Number of returns with income tax before credits 1,440
Income tax before credits amount $13,237,000
Number of returns with alternative minimum tax 20
Alternative minimum tax amount $38,000
Number of returns with total tax credits 630
Total tax credits amount $911,000
Number of returns with foreign tax credit 150
Foreign tax credit amount $13,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $65,000
Number of returns with nonrefundable education credit 160
Nonrefundable education credit amount $189,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 390
Child tax credit amount $629,000
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 $574,000
Number of returns with total tax payments 1,430
Total tax payments amount $14,654,000
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 110
Refundable education credit amount $101,000
Number of returns with income tax 1,440
Income tax amount [10] $12,326,000
Number of returns with tax liability 1,440
Total tax liability amount [11] $13,019,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 410
Tax due at time of filing amount [12] $1,284,000
Number of returns with overpayments refunded 1,000
Overpayments refunded amount [13] $2,846,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $62,000

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

Number of returns 1,210
Number of single returns 180
Number of joint returns 1,000
Number of head of household returns 40
Number of returns with paid preparer's signature 660
Number of exemptions 3,040
Number of dependents 830
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] 460
Adjust gross income (AGI) [5] $155,011,000
Number of returns with total income 1,210
Salaries and wages amount $156,223,000
Number of returns with salaries and wages 1,050
Salaries and wages amount $110,250
Number of returns with taxable interest 690
Taxable interest amount $1,125
Number of returns with ordinary dividends 500
Ordinary dividends amount $3,401,000
Number of returns with qualified dividends 470
Qualified dividends amount [6] $2,755
Number of returns with state and local income tax refunds 520
State and local income tax refunds amount $467
Number of returns with business or professional net income (less loss) 170
Business or professional net income (less loss) amount $3,098,000
Number of returns with net capital gain (less loss) 390
Net capital gain (less loss) amount $3,987,000
Number of returns with taxable individual retirement arrangements distributions 290
Taxable individual retirement arrangements distributions amount $8,354,000
Number of returns with taxable pensions and annuities 440
Taxable pensions and annuities amount $15,603,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $118,000
Number of returns with taxable Social Security benefits 330
Taxable Social Security benefits amount $6,651,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $1,484,000
Number of returns with total statutory adjustments 410
Total statutory adjustments amount $1,212,000
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 30
Self-employment health insurance deduction amount $205,000
Number of returns with IRA payments 30
IRA payments amount $131,000
Number of returns with student loan interest deduction 190
Student loan interest deduction amount $221,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $31,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 800
Total itemized deductions amount $16,630,000
Amount of AGI for itemized returns $105,172,000
Number of returns with State and local income taxes 770
State and local income taxes amount $4,801,000
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 760
Real estate taxes amount $1,935,000
Number of returns with taxes paid 800
Taxes paid amount $7,251,000
Number of returns with mortgage interest paid 640
Mortgage interest paid amount $3,255,000
Number of returns with contributions 690
Contributions amount $2,603,000
Number of returns with taxable income 1,210
Taxable income amount $120,670,000
Number of returns with income tax before credits 1,210
Income tax before credits amount $20,247,000
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 $609,000
Number of returns with foreign tax credit 170
Foreign tax credit amount $23,000
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 130
Nonrefundable education credit amount $165,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 220
Child tax credit amount $342,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $6,000
Number of returns with self-employment tax 140
Self-employment tax amount $550,000
Number of returns with total tax payments 1,210
Total tax payments amount $21,452,000
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 100
Refundable education credit amount $97,000
Number of returns with income tax 1,210
Income tax amount [10] $19,638,000
Number of returns with tax liability 1,210
Total tax liability amount [11] $20,381,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 430
Tax due at time of filing amount [12] $1,913,000
Number of returns with overpayments refunded 750
Overpayments refunded amount [13] $2,705,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $375,000

Adjusted Gross Income: $200,000 or more

Number of returns 90
Number of single returns 20
Number of joint returns 70
Number of head of household returns 0
Number of returns with paid preparer's signature 60
Number of exemptions 200
Number of dependents 50
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] 50
Adjust gross income (AGI) [5] $25,723,000
Number of returns with total income 90
Salaries and wages amount $25,723,000
Number of returns with salaries and wages 70
Salaries and wages amount $12,641
Number of returns with taxable interest 70
Taxable interest amount $164
Number of returns with ordinary dividends 60
Ordinary dividends amount $1,830,000
Number of returns with qualified dividends 60
Qualified dividends amount [6] $1,627
Number of returns with state and local income tax refunds 40
State and local income tax refunds amount $75
Number of returns with business or professional net income (less loss) 0
Business or professional net income (less loss) amount $0
Number of returns with net capital gain (less loss) 60
Net capital gain (less loss) amount $2,258,000
Number of returns with taxable individual retirement arrangements distributions 40
Taxable individual retirement arrangements distributions amount $2,052,000
Number of returns with taxable pensions and annuities 40
Taxable pensions and annuities amount $2,887,000
Number of farm returns 0
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 40
Taxable Social Security benefits amount $853,000
Number of returns with partnership/S-corp net income (less loss) 20
Partnership/S-corp net income (less loss) amount $1,242,000
Number of returns with total statutory adjustments 0
Total statutory adjustments amount $0
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 0
Self-employment health insurance deduction amount $0
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 80
Total itemized deductions amount $3,554,000
Amount of AGI for itemized returns $23,049,000
Number of returns with State and local income taxes 80
State and local income taxes amount $1,201,000
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 80
Real estate taxes amount $229,000
Number of returns with taxes paid 80
Taxes paid amount $1,505,000
Number of returns with mortgage interest paid 50
Mortgage interest paid amount $258,000
Number of returns with contributions 70
Contributions amount $438,000
Number of returns with taxable income 90
Taxable income amount $21,353,000
Number of returns with income tax before credits 90
Income tax before credits amount $4,743,000
Number of returns with alternative minimum tax 40
Alternative minimum tax amount $156,000
Number of returns with total tax credits 40
Total tax credits amount $18,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $7,000
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 0
Self-employment tax amount $0
Number of returns with total tax payments 90
Total tax payments amount $4,543,000
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 90
Income tax amount [10] $4,725,000
Number of returns with tax liability 90
Total tax liability amount [11] $4,918,000
Number of returns with net investment income tax 50
Net investment income tax $70,000
Number of returns with tax due at time of filing 50
Tax due at time of filing amount [12] $745,000
Number of returns with overpayments refunded 30
Overpayments refunded amount [13] $256,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

[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.