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ZIP Code Database - Facts & Stats

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ZIP Code 66213 Income Tax Stats

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

ZIP Code 66213 Data

Zip Code:66213
City:Overland Park
State:KS [Kansas]
Counties: JOHNSON, KS
City Alias(es):Overland Park
Area Code:913
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





66213 Income Tax Overview

Total Number of Tax Returns for ZIP Code 66213 [1] 15,100
Total Number of Single Tax Returns for ZIP Code 66213 5,230
Total Number of Joint Tax Returns for ZIP Code 66213 6,780
Total Number of Dependents for ZIP Code 66213 8,760
Total Adjusted Gross Income for ZIP Code 66213 $1,525,257,000
Average Income per Person for ZIP Code 66213 $55,825
Average Income per Household for ZIP Code 66213 $101,010

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 3,700
Number of single returns 3,200
Number of joint returns 260
Number of head of household returns 200
Number of returns with paid preparer's signature 1,420
Number of exemptions 2,840
Number of dependents 470
Total number of volunteer prepared returns [5] 100
Number of volunteer income tax assistance (VITA) prepared returns [3] 20
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] 310
Number of elderly returns [4] 630
Adjust gross income (AGI) [5] $39,255,000
Number of returns with total income 3,700
Salaries and wages amount $40,143,000
Number of returns with salaries and wages 2,960
Salaries and wages amount $30,141
Number of returns with taxable interest 720
Taxable interest amount $388
Number of returns with ordinary dividends 640
Ordinary dividends amount $1,071,000
Number of returns with qualified dividends 590
Qualified dividends amount [6] $690
Number of returns with state and local income tax refunds 50
State and local income tax refunds amount $36
Number of returns with business or professional net income (less loss) 450
Business or professional net income (less loss) amount $2,698,000
Number of returns with net capital gain (less loss) 570
Net capital gain (less loss) amount $683,000
Number of returns with taxable individual retirement arrangements distributions 260
Taxable individual retirement arrangements distributions amount $2,008,000
Number of returns with taxable pensions and annuities 370
Taxable pensions and annuities amount $2,691,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $155,000
Number of returns with taxable Social Security benefits 210
Taxable Social Security benefits amount $406,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $72,000
Number of returns with total statutory adjustments 630
Total statutory adjustments amount $888,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $187,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 170
Student loan interest deduction amount $162,000
Number of returns with tuition and fees deduction 70
Tuition and fees deduction amount $193,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 280
Total itemized deductions amount $5,090,000
Amount of AGI for itemized returns $4,198,000
Number of returns with State and local income taxes 80
State and local income taxes amount $129,000
Number of returns with State and local general sales tax 180
State and local general sales tax amount $182,000
Number of returns with real estate taxes 200
Real estate taxes amount $719,000
Number of returns with taxes paid 280
Taxes paid amount $1,095,000
Number of returns with mortgage interest paid 140
Mortgage interest paid amount $964,000
Number of returns with contributions 200
Contributions amount $358,000
Number of returns with taxable income 1,780
Taxable income amount $10,399,000
Number of returns with income tax before credits 1,690
Income tax before credits amount $1,096,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 440
Total tax credits amount $175,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 200
Nonrefundable education credit amount $121,000
Number of returns with retirement savings contribution credit 130
Retirement savings contribution credit amount $26,000
Number of returns with child tax credit 30
Child tax credit amount $13,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 380
Self-employment tax amount $467,000
Number of returns with total tax payments 3,180
Total tax payments amount $4,365,000
Number of returns with earned income credit 560
Earned income credit amount [8] $1,065,000
Number of returns with excess earned income credit 450
Excess earned income credit (refundable) amount [9] $873,000
Number of returns with additional child tax credit 230
Additional child tax credit amount $279,000
Number of returns with refundable education credit 200
Refundable education credit amount $172,000
Number of returns with income tax 1,470
Income tax amount [10] $920,000
Number of returns with tax liability 1,770
Total tax liability amount [11] $1,436,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 470
Tax due at time of filing amount [12] $342,000
Number of returns with overpayments refunded 2,890
Overpayments refunded amount [13] $3,231,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $13,000

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

Number of returns 2,600
Number of single returns 1,790
Number of joint returns 440
Number of head of household returns 290
Number of returns with paid preparer's signature 1,030
Number of exemptions 3,780
Number of dependents 760
Total number of volunteer prepared returns [5] 60
Number of volunteer income tax assistance (VITA) prepared returns [3] 30
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] 510
Adjust gross income (AGI) [5] $97,874,000
Number of returns with total income 2,600
Salaries and wages amount $99,636,000
Number of returns with salaries and wages 2,250
Salaries and wages amount $80,135
Number of returns with taxable interest 610
Taxable interest amount $524
Number of returns with ordinary dividends 460
Ordinary dividends amount $1,365,000
Number of returns with qualified dividends 440
Qualified dividends amount [6] $907
Number of returns with state and local income tax refunds 150
State and local income tax refunds amount $93
Number of returns with business or professional net income (less loss) 330
Business or professional net income (less loss) amount $3,090,000
Number of returns with net capital gain (less loss) 440
Net capital gain (less loss) amount $1,234,000
Number of returns with taxable individual retirement arrangements distributions 280
Taxable individual retirement arrangements distributions amount $3,341,000
Number of returns with taxable pensions and annuities 410
Taxable pensions and annuities amount $5,679,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $308,000
Number of returns with taxable Social Security benefits 390
Taxable Social Security benefits amount $3,197,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $253,000
Number of returns with total statutory adjustments 840
Total statutory adjustments amount $1,762,000
Number of returns with educator expenses 90
Educator expenses amount $20,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $315,000
Number of returns with IRA payments 80
IRA payments amount $317,000
Number of returns with student loan interest deduction 490
Student loan interest deduction amount $572,000
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 410
Total itemized deductions amount $7,543,000
Amount of AGI for itemized returns $15,549,000
Number of returns with State and local income taxes 230
State and local income taxes amount $481,000
Number of returns with State and local general sales tax 160
State and local general sales tax amount $243,000
Number of returns with real estate taxes 300
Real estate taxes amount $1,194,000
Number of returns with taxes paid 410
Taxes paid amount $2,043,000
Number of returns with mortgage interest paid 230
Mortgage interest paid amount $1,393,000
Number of returns with contributions 310
Contributions amount $876,000
Number of returns with taxable income 2,520
Taxable income amount $59,019,000
Number of returns with income tax before credits 2,510
Income tax before credits amount $7,530,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 860
Total tax credits amount $711,000
Number of returns with foreign tax credit 110
Foreign tax credit amount $8,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $52,000
Number of returns with nonrefundable education credit 280
Nonrefundable education credit amount $300,000
Number of returns with retirement savings contribution credit 300
Retirement savings contribution credit amount $52,000
Number of returns with child tax credit 300
Child tax credit amount $287,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $8,000
Number of returns with self-employment tax 230
Self-employment tax amount $538,000
Number of returns with total tax payments 2,520
Total tax payments amount $11,484,000
Number of returns with earned income credit 290
Earned income credit amount [8] $516,000
Number of returns with excess earned income credit 220
Excess earned income credit (refundable) amount [9] $402,000
Number of returns with additional child tax credit 180
Additional child tax credit amount $241,000
Number of returns with refundable education credit 160
Refundable education credit amount $147,000
Number of returns with income tax 2,300
Income tax amount [10] $6,818,000
Number of returns with tax liability 2,370
Total tax liability amount [11] $7,483,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 510
Tax due at time of filing amount [12] $787,000
Number of returns with overpayments refunded 2,050
Overpayments refunded amount [13] $4,724,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $47,000

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

Number of returns 2,050
Number of single returns 1,170
Number of joint returns 610
Number of head of household returns 210
Number of returns with paid preparer's signature 960
Number of exemptions 3,450
Number of dependents 790
Total number of volunteer prepared returns [5] 40
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 40
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 210
Number of elderly returns [4] 590
Adjust gross income (AGI) [5] $127,409,000
Number of returns with total income 2,050
Salaries and wages amount $129,571,000
Number of returns with salaries and wages 1,720
Salaries and wages amount $95,980
Number of returns with taxable interest 740
Taxable interest amount $691
Number of returns with ordinary dividends 560
Ordinary dividends amount $2,167,000
Number of returns with qualified dividends 530
Qualified dividends amount [6] $1,466
Number of returns with state and local income tax refunds 330
State and local income tax refunds amount $203
Number of returns with business or professional net income (less loss) 290
Business or professional net income (less loss) amount $3,574,000
Number of returns with net capital gain (less loss) 540
Net capital gain (less loss) amount $1,760,000
Number of returns with taxable individual retirement arrangements distributions 350
Taxable individual retirement arrangements distributions amount $6,186,000
Number of returns with taxable pensions and annuities 450
Taxable pensions and annuities amount $9,459,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $235,000
Number of returns with taxable Social Security benefits 430
Taxable Social Security benefits amount $7,278,000
Number of returns with partnership/S-corp net income (less loss) 140
Partnership/S-corp net income (less loss) amount $1,077,000
Number of returns with total statutory adjustments 770
Total statutory adjustments amount $2,162,000
Number of returns with educator expenses 50
Educator expenses amount $14,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $434,000
Number of returns with IRA payments 60
IRA payments amount $347,000
Number of returns with student loan interest deduction 420
Student loan interest deduction amount $513,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $70,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 710
Total itemized deductions amount $13,008,000
Amount of AGI for itemized returns $44,757,000
Number of returns with State and local income taxes 500
State and local income taxes amount $1,367,000
Number of returns with State and local general sales tax 190
State and local general sales tax amount $375,000
Number of returns with real estate taxes 570
Real estate taxes amount $2,170,000
Number of returns with taxes paid 700
Taxes paid amount $4,182,000
Number of returns with mortgage interest paid 460
Mortgage interest paid amount $2,670,000
Number of returns with contributions 590
Contributions amount $1,995,000
Number of returns with taxable income 2,040
Taxable income amount $89,031,000
Number of returns with income tax before credits 2,030
Income tax before credits amount $13,132,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 680
Total tax credits amount $778,000
Number of returns with foreign tax credit 200
Foreign tax credit amount $14,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $43,000
Number of returns with nonrefundable education credit 140
Nonrefundable education credit amount $190,000
Number of returns with retirement savings contribution credit 80
Retirement savings contribution credit amount $14,000
Number of returns with child tax credit 350
Child tax credit amount $479,000
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 $703,000
Number of returns with total tax payments 2,010
Total tax payments amount $15,434,000
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 60
Additional child tax credit amount $76,000
Number of returns with refundable education credit 90
Refundable education credit amount $87,000
Number of returns with income tax 1,960
Income tax amount [10] $12,353,000
Number of returns with tax liability 1,990
Total tax liability amount [11] $13,173,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 560
Tax due at time of filing amount [12] $1,390,000
Number of returns with overpayments refunded 1,450
Overpayments refunded amount [13] $3,496,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $122,000

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

Number of returns 1,400
Number of single returns 420
Number of joint returns 810
Number of head of household returns 120
Number of returns with paid preparer's signature 740
Number of exemptions 3,070
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] 90
Number of elderly returns [4] 470
Adjust gross income (AGI) [5] $121,463,000
Number of returns with total income 1,400
Salaries and wages amount $123,502,000
Number of returns with salaries and wages 1,170
Salaries and wages amount $87,018
Number of returns with taxable interest 700
Taxable interest amount $912
Number of returns with ordinary dividends 510
Ordinary dividends amount $2,749,000
Number of returns with qualified dividends 480
Qualified dividends amount [6] $2,066
Number of returns with state and local income tax refunds 400
State and local income tax refunds amount $267
Number of returns with business or professional net income (less loss) 240
Business or professional net income (less loss) amount $3,761,000
Number of returns with net capital gain (less loss) 470
Net capital gain (less loss) amount $2,159,000
Number of returns with taxable individual retirement arrangements distributions 300
Taxable individual retirement arrangements distributions amount $6,606,000
Number of returns with taxable pensions and annuities 380
Taxable pensions and annuities amount $10,115,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $205,000
Number of returns with taxable Social Security benefits 350
Taxable Social Security benefits amount $7,701,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $935,000
Number of returns with total statutory adjustments 460
Total statutory adjustments amount $2,039,000
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 70
Self-employment health insurance deduction amount $646,000
Number of returns with IRA payments 60
IRA payments amount $386,000
Number of returns with student loan interest deduction 160
Student loan interest deduction amount $189,000
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 710
Total itemized deductions amount $14,484,000
Amount of AGI for itemized returns $62,190,000
Number of returns with State and local income taxes 610
State and local income taxes amount $2,412,000
Number of returns with State and local general sales tax 100
State and local general sales tax amount $295,000
Number of returns with real estate taxes 620
Real estate taxes amount $2,591,000
Number of returns with taxes paid 710
Taxes paid amount $5,590,000
Number of returns with mortgage interest paid 530
Mortgage interest paid amount $3,511,000
Number of returns with contributions 600
Contributions amount $2,300,000
Number of returns with taxable income 1,390
Taxable income amount $87,349,000
Number of returns with income tax before credits 1,390
Income tax before credits amount $13,297,000
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 $821,000
Number of returns with foreign tax credit 200
Foreign tax credit amount $20,000
Number of returns with child and dependent care credit 80
Child and dependent care credit amount $37,000
Number of returns with nonrefundable education credit 120
Nonrefundable education credit amount $162,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 360
Child tax credit amount $574,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $7,000
Number of returns with self-employment tax 190
Self-employment tax amount $702,000
Number of returns with total tax payments 1,370
Total tax payments amount $15,058,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 80
Refundable education credit amount $80,000
Number of returns with income tax 1,380
Income tax amount [10] $12,476,000
Number of returns with tax liability 1,380
Total tax liability amount [11] $13,324,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 440
Tax due at time of filing amount [12] $1,365,000
Number of returns with overpayments refunded 900
Overpayments refunded amount [13] $2,908,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $168,000

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

Number of returns 3,590
Number of single returns 420
Number of joint returns 3,030
Number of head of household returns 110
Number of returns with paid preparer's signature 1,970
Number of exemptions 10,320
Number of dependents 3,700
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] 1,090
Adjust gross income (AGI) [5] $511,487,000
Number of returns with total income 3,590
Salaries and wages amount $518,286,000
Number of returns with salaries and wages 3,190
Salaries and wages amount $393,785
Number of returns with taxable interest 2,250
Taxable interest amount $2,306
Number of returns with ordinary dividends 1,790
Ordinary dividends amount $9,345,000
Number of returns with qualified dividends 1,690
Qualified dividends amount [6] $6,848
Number of returns with state and local income tax refunds 1,750
State and local income tax refunds amount $1,610
Number of returns with business or professional net income (less loss) 790
Business or professional net income (less loss) amount $15,237,000
Number of returns with net capital gain (less loss) 1,600
Net capital gain (less loss) amount $12,114,000
Number of returns with taxable individual retirement arrangements distributions 720
Taxable individual retirement arrangements distributions amount $22,422,000
Number of returns with taxable pensions and annuities 850
Taxable pensions and annuities amount $28,324,000
Number of farm returns 40
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $328,000
Number of returns with taxable Social Security benefits 710
Taxable Social Security benefits amount $18,396,000
Number of returns with partnership/S-corp net income (less loss) 480
Partnership/S-corp net income (less loss) amount $10,834,000
Number of returns with total statutory adjustments 1,390
Total statutory adjustments amount $6,799,000
Number of returns with educator expenses 160
Educator expenses amount $39,000
Number of returns with self-employment retirement plans 90
Self-employment retirement plans amount $1,280,000
Number of returns with self-employment health insurance deduction 160
Self-employment health insurance deduction amount $1,564,000
Number of returns with IRA payments 150
IRA payments amount $794,000
Number of returns with student loan interest deduction 390
Student loan interest deduction amount $430,000
Number of returns with tuition and fees deduction 80
Tuition and fees deduction amount $151,000
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $87,000
Number of returns with itemized deductions 2,990
Total itemized deductions amount $73,139,000
Amount of AGI for itemized returns $433,903,000
Number of returns with State and local income taxes 2,800
State and local income taxes amount $18,583,000
Number of returns with State and local general sales tax 180
State and local general sales tax amount $671,000
Number of returns with real estate taxes 2,820
Real estate taxes amount $13,037,000
Number of returns with taxes paid 2,990
Taxes paid amount $33,970,000
Number of returns with mortgage interest paid 2,480
Mortgage interest paid amount $18,086,000
Number of returns with contributions 2,680
Contributions amount $12,674,000
Number of returns with taxable income 3,590
Taxable income amount $389,193,000
Number of returns with income tax before credits 3,580
Income tax before credits amount $67,787,000
Number of returns with alternative minimum tax 70
Alternative minimum tax amount $117,000
Number of returns with total tax credits 1,820
Total tax credits amount $2,055,000
Number of returns with foreign tax credit 710
Foreign tax credit amount $236,000
Number of returns with child and dependent care credit 400
Child and dependent care credit amount $217,000
Number of returns with nonrefundable education credit 340
Nonrefundable education credit amount $473,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 720
Child tax credit amount $939,000
Number of returns with residential energy tax credit 80
Residential energy tax credit amount $20,000
Number of returns with self-employment tax 610
Self-employment tax amount $2,613,000
Number of returns with total tax payments 3,560
Total tax payments amount $71,879,000
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 300
Refundable education credit amount $289,000
Number of returns with income tax 3,570
Income tax amount [10] $65,732,000
Number of returns with tax liability 3,580
Total tax liability amount [11] $68,683,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,350
Tax due at time of filing amount [12] $6,262,000
Number of returns with overpayments refunded 2,090
Overpayments refunded amount [13] $8,626,000
Number of returns with credit to next year’s estimated tax 190
Credited to next year’s estimated tax amount $754,000

Adjusted Gross Income: $200,000 or more

Number of returns 1,760
Number of single returns 80
Number of joint returns 1,630
Number of head of household returns 40
Number of returns with paid preparer's signature 1,170
Number of exemptions 5,570
Number of dependents 2,180
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 30
Number of elderly returns [4] 480
Adjust gross income (AGI) [5] $627,769,000
Number of returns with total income 1,760
Salaries and wages amount $638,366,000
Number of returns with salaries and wages 1,640
Salaries and wages amount $425,004
Number of returns with taxable interest 1,360
Taxable interest amount $2,859
Number of returns with ordinary dividends 1,200
Ordinary dividends amount $16,315,000
Number of returns with qualified dividends 1,160
Qualified dividends amount [6] $13,154
Number of returns with state and local income tax refunds 930
State and local income tax refunds amount $1,666
Number of returns with business or professional net income (less loss) 390
Business or professional net income (less loss) amount $18,546,000
Number of returns with net capital gain (less loss) 1,170
Net capital gain (less loss) amount $43,024,000
Number of returns with taxable individual retirement arrangements distributions 330
Taxable individual retirement arrangements distributions amount $13,227,000
Number of returns with taxable pensions and annuities 370
Taxable pensions and annuities amount $13,791,000
Number of farm returns 20
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $120,000
Number of returns with taxable Social Security benefits 210
Taxable Social Security benefits amount $6,092,000
Number of returns with partnership/S-corp net income (less loss) 520
Partnership/S-corp net income (less loss) amount $91,720,000
Number of returns with total statutory adjustments 600
Total statutory adjustments amount $10,597,000
Number of returns with educator expenses 50
Educator expenses amount $12,000
Number of returns with self-employment retirement plans 110
Self-employment retirement plans amount $3,383,000
Number of returns with self-employment health insurance deduction 180
Self-employment health insurance deduction amount $2,366,000
Number of returns with IRA payments 30
IRA payments amount $256,000
Number of returns with student loan interest deduction 0
Student loan interest deduction amount $0
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 40
Domestic production activities deduction amount $821,000
Number of returns with itemized deductions 1,720
Total itemized deductions amount $68,351,000
Amount of AGI for itemized returns $601,554,000
Number of returns with State and local income taxes 1,670
State and local income taxes amount $28,078,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $214,000
Number of returns with real estate taxes 1,670
Real estate taxes amount $9,632,000
Number of returns with taxes paid 1,720
Taxes paid amount $39,178,000
Number of returns with mortgage interest paid 1,330
Mortgage interest paid amount $11,213,000
Number of returns with contributions 1,620
Contributions amount $17,127,000
Number of returns with taxable income 1,760
Taxable income amount $541,522,000
Number of returns with income tax before credits 1,760
Income tax before credits amount $138,318,000
Number of returns with alternative minimum tax 980
Alternative minimum tax amount $3,607,000
Number of returns with total tax credits 840
Total tax credits amount $1,237,000
Number of returns with foreign tax credit 620
Foreign tax credit amount $829,000
Number of returns with child and dependent care credit 210
Child and dependent care credit amount $104,000
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 40
Residential energy tax credit amount $11,000
Number of returns with self-employment tax 380
Self-employment tax amount $3,381,000
Number of returns with total tax payments 1,750
Total tax payments amount $137,981,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 0
Refundable education credit amount $0
Number of returns with income tax 1,760
Income tax amount [10] $137,081,000
Number of returns with tax liability 1,760
Total tax liability amount [11] $143,984,000
Number of returns with net investment income tax 920
Net investment income tax $2,040,000
Number of returns with tax due at time of filing 950
Tax due at time of filing amount [12] $15,810,000
Number of returns with overpayments refunded 680
Overpayments refunded amount [13] $5,193,000
Number of returns with credit to next year’s estimated tax 160
Credited to next year’s estimated tax amount $4,467,000

[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.