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ZIP Code Database - Facts & Stats

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ZIP Code 63146 Income Tax Stats

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

ZIP Code 63146 Data

Zip Code:63146
City:Saint Louis
State:MO [Missouri]
Counties: SAINT LOUIS, MO
City Alias(es):Saint Louis
Area Code:314 / 636
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


63146 Income Tax Overview

Total Number of Tax Returns for ZIP Code 63146 [1] 16,250
Total Number of Single Tax Returns for ZIP Code 63146 5,180
Total Number of Joint Tax Returns for ZIP Code 63146 5,740
Total Number of Dependents for ZIP Code 63146 6,860
Total Adjusted Gross Income for ZIP Code 63146 $1,472,950,000
Average Income per Person for ZIP Code 63146 $50,337
Average Income per Household for ZIP Code 63146 $90,643

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


Adjusted Gross Income: 1 under $25,000

Number of returns 4,280
Number of single returns 3,420
Number of joint returns 410
Number of head of household returns 390
Number of returns with paid preparer's signature 1,670
Number of exemptions 4,560
Number of dependents 820
Total number of volunteer prepared returns [5] 190
Number of volunteer income tax assistance (VITA) prepared returns [3] 50
Number of tax counseling for the elderly (TCE) prepared returns [3] 140
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 410
Number of elderly returns [4] 1,160
Adjust gross income (AGI) [5] $51,221,000
Number of returns with total income 4,280
Salaries and wages amount $52,529,000
Number of returns with salaries and wages 3,090
Salaries and wages amount $37,035
Number of returns with taxable interest 890
Taxable interest amount $529
Number of returns with ordinary dividends 720
Ordinary dividends amount $1,627,000
Number of returns with qualified dividends 670
Qualified dividends amount [6] $1,059
Number of returns with state and local income tax refunds 80
State and local income tax refunds amount $39
Number of returns with business or professional net income (less loss) 720
Business or professional net income (less loss) amount $4,102,000
Number of returns with net capital gain (less loss) 620
Net capital gain (less loss) amount $662,000
Number of returns with taxable individual retirement arrangements distributions 490
Taxable individual retirement arrangements distributions amount $3,141,000
Number of returns with taxable pensions and annuities 670
Taxable pensions and annuities amount $4,817,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $247,000
Number of returns with taxable Social Security benefits 300
Taxable Social Security benefits amount $617,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $108,000
Number of returns with total statutory adjustments 840
Total statutory adjustments amount $1,308,000
Number of returns with educator expenses 20
Educator expenses amount $6,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 120
Self-employment health insurance deduction amount $352,000
Number of returns with IRA payments 40
IRA payments amount $133,000
Number of returns with student loan interest deduction 190
Student loan interest deduction amount $183,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $133,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 430
Total itemized deductions amount $6,962,000
Amount of AGI for itemized returns $6,052,000
Number of returns with State and local income taxes 140
State and local income taxes amount $132,000
Number of returns with State and local general sales tax 240
State and local general sales tax amount $151,000
Number of returns with real estate taxes 330
Real estate taxes amount $915,000
Number of returns with taxes paid 420
Taxes paid amount $1,308,000
Number of returns with mortgage interest paid 200
Mortgage interest paid amount $923,000
Number of returns with contributions 310
Contributions amount $541,000
Number of returns with taxable income 2,030
Taxable income amount $12,495,000
Number of returns with income tax before credits 1,960
Income tax before credits amount $1,300,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 530
Total tax credits amount $181,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 190
Nonrefundable education credit amount $108,000
Number of returns with retirement savings contribution credit 210
Retirement savings contribution credit amount $35,000
Number of returns with child tax credit 70
Child tax credit amount $27,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 580
Self-employment tax amount $750,000
Number of returns with total tax payments 3,620
Total tax payments amount $6,221,000
Number of returns with earned income credit 970
Earned income credit amount [8] $1,854,000
Number of returns with excess earned income credit 770
Excess earned income credit (refundable) amount [9] $1,541,000
Number of returns with additional child tax credit 410
Additional child tax credit amount $489,000
Number of returns with refundable education credit 220
Refundable education credit amount $195,000
Number of returns with income tax 1,680
Income tax amount [10] $1,119,000
Number of returns with tax liability 2,140
Total tax liability amount [11] $1,952,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 540
Tax due at time of filing amount [12] $456,000
Number of returns with overpayments refunded 3,260
Overpayments refunded amount [13] $4,676,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $31,000

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

Number of returns 3,530
Number of single returns 2,320
Number of joint returns 570
Number of head of household returns 530
Number of returns with paid preparer's signature 1,440
Number of exemptions 5,350
Number of dependents 1,270
Total number of volunteer prepared returns [5] 80
Number of volunteer income tax assistance (VITA) prepared returns [3] 30
Number of tax counseling for the elderly (TCE) prepared returns [3] 50
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 520
Number of elderly returns [4] 910
Adjust gross income (AGI) [5] $129,879,000
Number of returns with total income 3,530
Salaries and wages amount $132,153,000
Number of returns with salaries and wages 2,960
Salaries and wages amount $102,220
Number of returns with taxable interest 850
Taxable interest amount $679
Number of returns with ordinary dividends 680
Ordinary dividends amount $2,396,000
Number of returns with qualified dividends 640
Qualified dividends amount [6] $1,573
Number of returns with state and local income tax refunds 330
State and local income tax refunds amount $169
Number of returns with business or professional net income (less loss) 460
Business or professional net income (less loss) amount $4,022,000
Number of returns with net capital gain (less loss) 600
Net capital gain (less loss) amount $1,619,000
Number of returns with taxable individual retirement arrangements distributions 470
Taxable individual retirement arrangements distributions amount $5,397,000
Number of returns with taxable pensions and annuities 610
Taxable pensions and annuities amount $9,228,000
Number of farm returns 0
Number of returns with unemployment compensation 110
Unemployment compensation amount [7] $407,000
Number of returns with taxable Social Security benefits 650
Taxable Social Security benefits amount $5,014,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $649,000
Number of returns with total statutory adjustments 1,000
Total statutory adjustments amount $2,274,000
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 110
Self-employment health insurance deduction amount $470,000
Number of returns with IRA payments 100
IRA payments amount $432,000
Number of returns with student loan interest deduction 520
Student loan interest deduction amount $587,000
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 780
Total itemized deductions amount $12,403,000
Amount of AGI for itemized returns $29,762,000
Number of returns with State and local income taxes 550
State and local income taxes amount $830,000
Number of returns with State and local general sales tax 200
State and local general sales tax amount $183,000
Number of returns with real estate taxes 580
Real estate taxes amount $1,637,000
Number of returns with taxes paid 780
Taxes paid amount $2,942,000
Number of returns with mortgage interest paid 440
Mortgage interest paid amount $2,179,000
Number of returns with contributions 610
Contributions amount $1,622,000
Number of returns with taxable income 3,440
Taxable income amount $74,776,000
Number of returns with income tax before credits 3,400
Income tax before credits amount $9,248,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,260
Total tax credits amount $996,000
Number of returns with foreign tax credit 200
Foreign tax credit amount $10,000
Number of returns with child and dependent care credit 170
Child and dependent care credit amount $92,000
Number of returns with nonrefundable education credit 340
Nonrefundable education credit amount $376,000
Number of returns with retirement savings contribution credit 440
Retirement savings contribution credit amount $79,000
Number of returns with child tax credit 470
Child tax credit amount $439,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 320
Self-employment tax amount $796,000
Number of returns with total tax payments 3,410
Total tax payments amount $14,023,000
Number of returns with earned income credit 490
Earned income credit amount [8] $917,000
Number of returns with excess earned income credit 380
Excess earned income credit (refundable) amount [9] $715,000
Number of returns with additional child tax credit 330
Additional child tax credit amount $439,000
Number of returns with refundable education credit 210
Refundable education credit amount $190,000
Number of returns with income tax 3,030
Income tax amount [10] $8,252,000
Number of returns with tax liability 3,130
Total tax liability amount [11] $9,198,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 690
Tax due at time of filing amount [12] $1,096,000
Number of returns with overpayments refunded 2,770
Overpayments refunded amount [13] $5,801,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $80,000

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

Number of returns 2,570
Number of single returns 1,460
Number of joint returns 740
Number of head of household returns 280
Number of returns with paid preparer's signature 1,270
Number of exemptions 4,260
Number of dependents 950
Total number of volunteer prepared returns [5] 60
Number of volunteer income tax assistance (VITA) prepared returns [3] 20
Number of tax counseling for the elderly (TCE) prepared returns [3] 30
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 200
Number of elderly returns [4] 860
Adjust gross income (AGI) [5] $159,429,000
Number of returns with total income 2,570
Salaries and wages amount $161,707,000
Number of returns with salaries and wages 2,100
Salaries and wages amount $116,196
Number of returns with taxable interest 970
Taxable interest amount $881
Number of returns with ordinary dividends 730
Ordinary dividends amount $3,059,000
Number of returns with qualified dividends 690
Qualified dividends amount [6] $2,137
Number of returns with state and local income tax refunds 590
State and local income tax refunds amount $396
Number of returns with business or professional net income (less loss) 350
Business or professional net income (less loss) amount $4,172,000
Number of returns with net capital gain (less loss) 640
Net capital gain (less loss) amount $2,331,000
Number of returns with taxable individual retirement arrangements distributions 480
Taxable individual retirement arrangements distributions amount $7,415,000
Number of returns with taxable pensions and annuities 650
Taxable pensions and annuities amount $15,439,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $189,000
Number of returns with taxable Social Security benefits 620
Taxable Social Security benefits amount $9,640,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $1,601,000
Number of returns with total statutory adjustments 810
Total statutory adjustments amount $2,278,000
Number of returns with educator expenses 90
Educator expenses amount $22,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $399,000
Number of returns with self-employment health insurance deduction 90
Self-employment health insurance deduction amount $549,000
Number of returns with IRA payments 80
IRA payments amount $348,000
Number of returns with student loan interest deduction 380
Student loan interest deduction amount $420,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $68,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,120
Total itemized deductions amount $18,227,000
Amount of AGI for itemized returns $70,155,000
Number of returns with State and local income taxes 970
State and local income taxes amount $2,489,000
Number of returns with State and local general sales tax 130
State and local general sales tax amount $169,000
Number of returns with real estate taxes 910
Real estate taxes amount $2,647,000
Number of returns with taxes paid 1,120
Taxes paid amount $5,686,000
Number of returns with mortgage interest paid 750
Mortgage interest paid amount $3,892,000
Number of returns with contributions 900
Contributions amount $2,651,000
Number of returns with taxable income 2,550
Taxable income amount $110,920,000
Number of returns with income tax before credits 2,540
Income tax before credits amount $16,192,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 880
Total tax credits amount $967,000
Number of returns with foreign tax credit 250
Foreign tax credit amount $26,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $55,000
Number of returns with nonrefundable education credit 210
Nonrefundable education credit amount $261,000
Number of returns with retirement savings contribution credit 100
Retirement savings contribution credit amount $20,000
Number of returns with child tax credit 430
Child tax credit amount $588,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $13,000
Number of returns with self-employment tax 260
Self-employment tax amount $814,000
Number of returns with total tax payments 2,520
Total tax payments amount $19,002,000
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 50
Additional child tax credit amount $66,000
Number of returns with refundable education credit 130
Refundable education credit amount $116,000
Number of returns with income tax 2,500
Income tax amount [10] $15,225,000
Number of returns with tax liability 2,510
Total tax liability amount [11] $16,154,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 700
Tax due at time of filing amount [12] $1,639,000
Number of returns with overpayments refunded 1,800
Overpayments refunded amount [13] $4,367,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $91,000

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

Number of returns 1,990
Number of single returns 770
Number of joint returns 1,040
Number of head of household returns 140
Number of returns with paid preparer's signature 1,020
Number of exemptions 3,980
Number of dependents 960
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] 130
Number of elderly returns [4] 750
Adjust gross income (AGI) [5] $172,296,000
Number of returns with total income 1,990
Salaries and wages amount $174,145,000
Number of returns with salaries and wages 1,630
Salaries and wages amount $120,715
Number of returns with taxable interest 920
Taxable interest amount $1,089
Number of returns with ordinary dividends 770
Ordinary dividends amount $3,849,000
Number of returns with qualified dividends 740
Qualified dividends amount [6] $2,838
Number of returns with state and local income tax refunds 680
State and local income tax refunds amount $559
Number of returns with business or professional net income (less loss) 300
Business or professional net income (less loss) amount $2,912,000
Number of returns with net capital gain (less loss) 660
Net capital gain (less loss) amount $3,191,000
Number of returns with taxable individual retirement arrangements distributions 430
Taxable individual retirement arrangements distributions amount $8,312,000
Number of returns with taxable pensions and annuities 620
Taxable pensions and annuities amount $19,907,000
Number of farm returns 30
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $179,000
Number of returns with taxable Social Security benefits 560
Taxable Social Security benefits amount $10,963,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $1,268,000
Number of returns with total statutory adjustments 570
Total statutory adjustments amount $1,849,000
Number of returns with educator expenses 70
Educator expenses amount $18,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $383,000
Number of returns with IRA payments 70
IRA payments amount $366,000
Number of returns with student loan interest deduction 220
Student loan interest deduction amount $252,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,080
Total itemized deductions amount $20,281,000
Amount of AGI for itemized returns $94,286,000
Number of returns with State and local income taxes 990
State and local income taxes amount $3,637,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $143,000
Number of returns with real estate taxes 930
Real estate taxes amount $2,983,000
Number of returns with taxes paid 1,080
Taxes paid amount $7,224,000
Number of returns with mortgage interest paid 750
Mortgage interest paid amount $4,263,000
Number of returns with contributions 890
Contributions amount $3,075,000
Number of returns with taxable income 1,980
Taxable income amount $126,091,000
Number of returns with income tax before credits 1,970
Income tax before credits amount $19,515,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 790
Total tax credits amount $966,000
Number of returns with foreign tax credit 280
Foreign tax credit amount $31,000
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $66,000
Number of returns with nonrefundable education credit 150
Nonrefundable education credit amount $178,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 420
Child tax credit amount $658,000
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 $579,000
Number of returns with total tax payments 1,970
Total tax payments amount $21,770,000
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 $73,000
Number of returns with income tax 1,970
Income tax amount [10] $18,550,000
Number of returns with tax liability 1,970
Total tax liability amount [11] $19,204,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 580
Tax due at time of filing amount [12] $1,706,000
Number of returns with overpayments refunded 1,340
Overpayments refunded amount [13] $4,080,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $139,000

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

Number of returns 3,050
Number of single returns 590
Number of joint returns 2,300
Number of head of household returns 120
Number of returns with paid preparer's signature 1,500
Number of exemptions 7,550
Number of dependents 2,200
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] 150
Number of elderly returns [4] 1,070
Adjust gross income (AGI) [5] $417,971,000
Number of returns with total income 3,050
Salaries and wages amount $422,018,000
Number of returns with salaries and wages 2,630
Salaries and wages amount $305,829
Number of returns with taxable interest 1,820
Taxable interest amount $2,633
Number of returns with ordinary dividends 1,550
Ordinary dividends amount $10,349,000
Number of returns with qualified dividends 1,490
Qualified dividends amount [6] $8,002
Number of returns with state and local income tax refunds 1,480
State and local income tax refunds amount $1,494
Number of returns with business or professional net income (less loss) 540
Business or professional net income (less loss) amount $8,279,000
Number of returns with net capital gain (less loss) 1,380
Net capital gain (less loss) amount $12,168,000
Number of returns with taxable individual retirement arrangements distributions 720
Taxable individual retirement arrangements distributions amount $20,600,000
Number of returns with taxable pensions and annuities 880
Taxable pensions and annuities amount $32,154,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $186,000
Number of returns with taxable Social Security benefits 750
Taxable Social Security benefits amount $18,217,000
Number of returns with partnership/S-corp net income (less loss) 340
Partnership/S-corp net income (less loss) amount $6,249,000
Number of returns with total statutory adjustments 1,050
Total statutory adjustments amount $4,047,000
Number of returns with educator expenses 160
Educator expenses amount $45,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $557,000
Number of returns with self-employment health insurance deduction 120
Self-employment health insurance deduction amount $874,000
Number of returns with IRA payments 120
IRA payments amount $646,000
Number of returns with student loan interest deduction 370
Student loan interest deduction amount $441,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $108,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 2,390
Total itemized deductions amount $54,462,000
Amount of AGI for itemized returns $334,212,000
Number of returns with State and local income taxes 2,320
State and local income taxes amount $15,006,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $167,000
Number of returns with real estate taxes 2,180
Real estate taxes amount $8,173,000
Number of returns with taxes paid 2,390
Taxes paid amount $24,681,000
Number of returns with mortgage interest paid 1,820
Mortgage interest paid amount $11,353,000
Number of returns with contributions 2,090
Contributions amount $8,947,000
Number of returns with taxable income 3,040
Taxable income amount $325,016,000
Number of returns with income tax before credits 3,040
Income tax before credits amount $56,865,000
Number of returns with alternative minimum tax 60
Alternative minimum tax amount $95,000
Number of returns with total tax credits 1,400
Total tax credits amount $1,481,000
Number of returns with foreign tax credit 630
Foreign tax credit amount $165,000
Number of returns with child and dependent care credit 320
Child and dependent care credit amount $172,000
Number of returns with nonrefundable education credit 220
Nonrefundable education credit amount $302,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 510
Child tax credit amount $669,000
Number of returns with residential energy tax credit 90
Residential energy tax credit amount $28,000
Number of returns with self-employment tax 410
Self-employment tax amount $1,451,000
Number of returns with total tax payments 3,030
Total tax payments amount $59,273,000
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 190
Refundable education credit amount $179,000
Number of returns with income tax 3,030
Income tax amount [10] $55,384,000
Number of returns with tax liability 3,030
Total tax liability amount [11] $57,154,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,190
Tax due at time of filing amount [12] $4,919,000
Number of returns with overpayments refunded 1,730
Overpayments refunded amount [13] $6,427,000
Number of returns with credit to next year’s estimated tax 150
Credited to next year’s estimated tax amount $560,000

Adjusted Gross Income: $200,000 or more

Number of returns 830
Number of single returns 120
Number of joint returns 680
Number of head of household returns 30
Number of returns with paid preparer's signature 500
Number of exemptions 2,170
Number of dependents 660
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] 270
Adjust gross income (AGI) [5] $542,154,000
Number of returns with total income 830
Salaries and wages amount $549,233,000
Number of returns with salaries and wages 730
Salaries and wages amount $351,475
Number of returns with taxable interest 660
Taxable interest amount $10,959
Number of returns with ordinary dividends 580
Ordinary dividends amount $15,140,000
Number of returns with qualified dividends 570
Qualified dividends amount [6] $12,266
Number of returns with state and local income tax refunds 430
State and local income tax refunds amount $3,355
Number of returns with business or professional net income (less loss) 180
Business or professional net income (less loss) amount $9,955,000
Number of returns with net capital gain (less loss) 550
Net capital gain (less loss) amount $24,702,000
Number of returns with taxable individual retirement arrangements distributions 180
Taxable individual retirement arrangements distributions amount $8,096,000
Number of returns with taxable pensions and annuities 180
Taxable pensions and annuities amount $9,314,000
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 160
Taxable Social Security benefits amount $4,231,000
Number of returns with partnership/S-corp net income (less loss) 230
Partnership/S-corp net income (less loss) amount $43,357,000
Number of returns with total statutory adjustments 280
Total statutory adjustments amount $7,079,000
Number of returns with educator expenses 20
Educator expenses amount $5,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $1,280,000
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $924,000
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 40
Domestic production activities deduction amount $2,003,000
Number of returns with itemized deductions 800
Total itemized deductions amount $40,312,000
Amount of AGI for itemized returns $531,045,000
Number of returns with State and local income taxes 780
State and local income taxes amount $23,305,000
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 740
Real estate taxes amount $3,984,000
Number of returns with taxes paid 800
Taxes paid amount $27,769,000
Number of returns with mortgage interest paid 560
Mortgage interest paid amount $4,252,000
Number of returns with contributions 740
Contributions amount $8,005,000
Number of returns with taxable income 830
Taxable income amount $471,576,000
Number of returns with income tax before credits 830
Income tax before credits amount $94,547,000
Number of returns with alternative minimum tax 420
Alternative minimum tax amount $1,888,000
Number of returns with total tax credits 420
Total tax credits amount $2,744,000
Number of returns with foreign tax credit 320
Foreign tax credit amount $1,889,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $49,000
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 170
Self-employment tax amount $1,196,000
Number of returns with total tax payments 830
Total tax payments amount $109,066,000
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 830
Income tax amount [10] $91,803,000
Number of returns with tax liability 830
Total tax liability amount [11] $95,537,000
Number of returns with net investment income tax 420
Net investment income tax $1,367,000
Number of returns with tax due at time of filing 440
Tax due at time of filing amount [12] $6,592,000
Number of returns with overpayments refunded 310
Overpayments refunded amount [13] $5,548,000
Number of returns with credit to next year’s estimated tax 100
Credited to next year’s estimated tax amount $14,544,000

[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.