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ZIP Code Database - Facts & Stats

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ZIP Code 66215 Income Tax Stats

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

ZIP Code 66215 Data

Zip Code:66215
City:Lenexa
State:KS [Kansas]
Counties: JOHNSON, KS
City Alias(es):Lenexa
Area Code:913
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


66215 Income Tax Overview

Total Number of Tax Returns for ZIP Code 66215 [1] 13,480
Total Number of Single Tax Returns for ZIP Code 66215 4,770
Total Number of Joint Tax Returns for ZIP Code 66215 5,150
Total Number of Dependents for ZIP Code 66215 6,140
Total Adjusted Gross Income for ZIP Code 66215 $939,660,000
Average Income per Person for ZIP Code 66215 $37,935
Average Income per Household for ZIP Code 66215 $69,708

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 3,600
Number of single returns 2,860
Number of joint returns 360
Number of head of household returns 330
Number of returns with paid preparer's signature 1,340
Number of exemptions 3,870
Number of dependents 780
Total number of volunteer prepared returns [5] 200
Number of volunteer income tax assistance (VITA) prepared returns [3] 30
Number of tax counseling for the elderly (TCE) prepared returns [3] 170
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 400
Number of elderly returns [4] 920
Adjust gross income (AGI) [5] $44,064,000
Number of returns with total income 3,600
Salaries and wages amount $45,019,000
Number of returns with salaries and wages 2,720
Salaries and wages amount $31,880
Number of returns with taxable interest 710
Taxable interest amount $462
Number of returns with ordinary dividends 510
Ordinary dividends amount $925,000
Number of returns with qualified dividends 450
Qualified dividends amount [6] $515
Number of returns with state and local income tax refunds 60
State and local income tax refunds amount $24
Number of returns with business or professional net income (less loss) 430
Business or professional net income (less loss) amount $3,032,000
Number of returns with net capital gain (less loss) 420
Net capital gain (less loss) amount $417,000
Number of returns with taxable individual retirement arrangements distributions 390
Taxable individual retirement arrangements distributions amount $2,428,000
Number of returns with taxable pensions and annuities 620
Taxable pensions and annuities amount $4,866,000
Number of farm returns 20
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $144,000
Number of returns with taxable Social Security benefits 300
Taxable Social Security benefits amount $570,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $27,000
Number of returns with total statutory adjustments 600
Total statutory adjustments amount $955,000
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 $220,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 180
Student loan interest deduction amount $172,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $111,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 360
Total itemized deductions amount $6,860,000
Amount of AGI for itemized returns $5,426,000
Number of returns with State and local income taxes 100
State and local income taxes amount $113,000
Number of returns with State and local general sales tax 220
State and local general sales tax amount $230,000
Number of returns with real estate taxes 240
Real estate taxes amount $667,000
Number of returns with taxes paid 350
Taxes paid amount $1,064,000
Number of returns with mortgage interest paid 150
Mortgage interest paid amount $727,000
Number of returns with contributions 270
Contributions amount $605,000
Number of returns with taxable income 1,710
Taxable income amount $10,655,000
Number of returns with income tax before credits 1,690
Income tax before credits amount $1,130,000
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 $146,000
Number of returns with foreign tax credit 30
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 150
Nonrefundable education credit amount $82,000
Number of returns with retirement savings contribution credit 200
Retirement savings contribution credit amount $31,000
Number of returns with child tax credit 70
Child tax credit amount $23,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 370
Self-employment tax amount $518,000
Number of returns with total tax payments 3,140
Total tax payments amount $5,355,000
Number of returns with earned income credit 760
Earned income credit amount [8] $1,587,000
Number of returns with excess earned income credit 630
Excess earned income credit (refundable) amount [9] $1,411,000
Number of returns with additional child tax credit 370
Additional child tax credit amount $464,000
Number of returns with refundable education credit 150
Refundable education credit amount $118,000
Number of returns with income tax 1,480
Income tax amount [10] $984,000
Number of returns with tax liability 1,780
Total tax liability amount [11] $1,553,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 390
Tax due at time of filing amount [12] $326,000
Number of returns with overpayments refunded 2,860
Overpayments refunded amount [13] $4,074,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $35,000

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

Number of returns 3,210
Number of single returns 2,080
Number of joint returns 570
Number of head of household returns 460
Number of returns with paid preparer's signature 1,330
Number of exemptions 5,000
Number of dependents 1,240
Total number of volunteer prepared returns [5] 130
Number of volunteer income tax assistance (VITA) prepared returns [3] 40
Number of tax counseling for the elderly (TCE) prepared returns [3] 90
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 470
Number of elderly returns [4] 790
Adjust gross income (AGI) [5] $118,989,000
Number of returns with total income 3,210
Salaries and wages amount $120,820,000
Number of returns with salaries and wages 2,680
Salaries and wages amount $93,357
Number of returns with taxable interest 790
Taxable interest amount $759
Number of returns with ordinary dividends 570
Ordinary dividends amount $1,621,000
Number of returns with qualified dividends 540
Qualified dividends amount [6] $1,017
Number of returns with state and local income tax refunds 220
State and local income tax refunds amount $94
Number of returns with business or professional net income (less loss) 370
Business or professional net income (less loss) amount $3,588,000
Number of returns with net capital gain (less loss) 490
Net capital gain (less loss) amount $1,003,000
Number of returns with taxable individual retirement arrangements distributions 430
Taxable individual retirement arrangements distributions amount $4,976,000
Number of returns with taxable pensions and annuities 600
Taxable pensions and annuities amount $8,794,000
Number of farm returns 0
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $349,000
Number of returns with taxable Social Security benefits 620
Taxable Social Security benefits amount $5,095,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $493,000
Number of returns with total statutory adjustments 890
Total statutory adjustments amount $1,831,000
Number of returns with educator expenses 80
Educator expenses amount $19,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $154,000
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $409,000
Number of returns with IRA payments 70
IRA payments amount $251,000
Number of returns with student loan interest deduction 500
Student loan interest deduction amount $567,000
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 680
Total itemized deductions amount $11,322,000
Amount of AGI for itemized returns $26,288,000
Number of returns with State and local income taxes 380
State and local income taxes amount $646,000
Number of returns with State and local general sales tax 280
State and local general sales tax amount $476,000
Number of returns with real estate taxes 510
Real estate taxes amount $1,406,000
Number of returns with taxes paid 670
Taxes paid amount $2,701,000
Number of returns with mortgage interest paid 400
Mortgage interest paid amount $1,896,000
Number of returns with contributions 520
Contributions amount $1,420,000
Number of returns with taxable income 3,100
Taxable income amount $67,994,000
Number of returns with income tax before credits 3,070
Income tax before credits amount $8,500,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,120
Total tax credits amount $882,000
Number of returns with foreign tax credit 160
Foreign tax credit amount $7,000
Number of returns with child and dependent care credit 140
Child and dependent care credit amount $80,000
Number of returns with nonrefundable education credit 240
Nonrefundable education credit amount $263,000
Number of returns with retirement savings contribution credit 440
Retirement savings contribution credit amount $70,000
Number of returns with child tax credit 480
Child tax credit amount $459,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 270
Self-employment tax amount $651,000
Number of returns with total tax payments 3,100
Total tax payments amount $13,048,000
Number of returns with earned income credit 460
Earned income credit amount [8] $839,000
Number of returns with excess earned income credit 340
Excess earned income credit (refundable) amount [9] $662,000
Number of returns with additional child tax credit 330
Additional child tax credit amount $472,000
Number of returns with refundable education credit 130
Refundable education credit amount $121,000
Number of returns with income tax 2,750
Income tax amount [10] $7,617,000
Number of returns with tax liability 2,850
Total tax liability amount [11] $8,388,000
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] $801,000
Number of returns with overpayments refunded 2,550
Overpayments refunded amount [13] $5,335,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $93,000

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

Number of returns 2,140
Number of single returns 1,120
Number of joint returns 750
Number of head of household returns 210
Number of returns with paid preparer's signature 1,050
Number of exemptions 3,880
Number of dependents 990
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] 720
Adjust gross income (AGI) [5] $131,524,000
Number of returns with total income 2,140
Salaries and wages amount $133,233,000
Number of returns with salaries and wages 1,740
Salaries and wages amount $95,336
Number of returns with taxable interest 830
Taxable interest amount $855
Number of returns with ordinary dividends 570
Ordinary dividends amount $2,140,000
Number of returns with qualified dividends 540
Qualified dividends amount [6] $1,448
Number of returns with state and local income tax refunds 410
State and local income tax refunds amount $196
Number of returns with business or professional net income (less loss) 300
Business or professional net income (less loss) amount $3,773,000
Number of returns with net capital gain (less loss) 500
Net capital gain (less loss) amount $2,052,000
Number of returns with taxable individual retirement arrangements distributions 410
Taxable individual retirement arrangements distributions amount $6,290,000
Number of returns with taxable pensions and annuities 570
Taxable pensions and annuities amount $11,603,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $226,000
Number of returns with taxable Social Security benefits 570
Taxable Social Security benefits amount $9,456,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $382,000
Number of returns with total statutory adjustments 700
Total statutory adjustments amount $1,709,000
Number of returns with educator expenses 60
Educator expenses amount $15,000
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 $369,000
Number of returns with IRA payments 50
IRA payments amount $263,000
Number of returns with student loan interest deduction 380
Student loan interest deduction amount $436,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $35,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 880
Total itemized deductions amount $15,269,000
Amount of AGI for itemized returns $54,916,000
Number of returns with State and local income taxes 660
State and local income taxes amount $1,752,000
Number of returns with State and local general sales tax 210
State and local general sales tax amount $396,000
Number of returns with real estate taxes 720
Real estate taxes amount $2,023,000
Number of returns with taxes paid 880
Taxes paid amount $4,402,000
Number of returns with mortgage interest paid 600
Mortgage interest paid amount $3,023,000
Number of returns with contributions 690
Contributions amount $2,185,000
Number of returns with taxable income 2,120
Taxable income amount $88,893,000
Number of returns with income tax before credits 2,110
Income tax before credits amount $12,784,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 770
Total tax credits amount $940,000
Number of returns with foreign tax credit 210
Foreign tax credit amount $13,000
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 130
Nonrefundable education credit amount $158,000
Number of returns with retirement savings contribution credit 140
Retirement savings contribution credit amount $26,000
Number of returns with child tax credit 430
Child tax credit amount $664,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $13,000
Number of returns with self-employment tax 230
Self-employment tax amount $647,000
Number of returns with total tax payments 2,090
Total tax payments amount $14,890,000
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 70
Additional child tax credit amount $104,000
Number of returns with refundable education credit 80
Refundable education credit amount $72,000
Number of returns with income tax 2,050
Income tax amount [10] $11,843,000
Number of returns with tax liability 2,080
Total tax liability amount [11] $12,657,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 590
Tax due at time of filing amount [12] $1,414,000
Number of returns with overpayments refunded 1,490
Overpayments refunded amount [13] $3,550,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $98,000

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

Number of returns 1,570
Number of single returns 470
Number of joint returns 980
Number of head of household returns 90
Number of returns with paid preparer's signature 820
Number of exemptions 3,520
Number of dependents 970
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] 120
Number of elderly returns [4] 590
Adjust gross income (AGI) [5] $136,350,000
Number of returns with total income 1,570
Salaries and wages amount $137,816,000
Number of returns with salaries and wages 1,280
Salaries and wages amount $96,371
Number of returns with taxable interest 750
Taxable interest amount $932
Number of returns with ordinary dividends 560
Ordinary dividends amount $2,548,000
Number of returns with qualified dividends 530
Qualified dividends amount [6] $1,780
Number of returns with state and local income tax refunds 480
State and local income tax refunds amount $297
Number of returns with business or professional net income (less loss) 250
Business or professional net income (less loss) amount $2,768,000
Number of returns with net capital gain (less loss) 480
Net capital gain (less loss) amount $2,111,000
Number of returns with taxable individual retirement arrangements distributions 380
Taxable individual retirement arrangements distributions amount $8,091,000
Number of returns with taxable pensions and annuities 480
Taxable pensions and annuities amount $13,035,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $187,000
Number of returns with taxable Social Security benefits 440
Taxable Social Security benefits amount $9,435,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $1,239,000
Number of returns with total statutory adjustments 530
Total statutory adjustments amount $1,466,000
Number of returns with educator expenses 60
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 50
Self-employment health insurance deduction amount $302,000
Number of returns with IRA payments 50
IRA payments amount $265,000
Number of returns with student loan interest deduction 260
Student loan interest deduction amount $309,000
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 870
Total itemized deductions amount $17,225,000
Amount of AGI for itemized returns $75,726,000
Number of returns with State and local income taxes 740
State and local income taxes amount $2,720,000
Number of returns with State and local general sales tax 120
State and local general sales tax amount $333,000
Number of returns with real estate taxes 750
Real estate taxes amount $2,404,000
Number of returns with taxes paid 860
Taxes paid amount $5,775,000
Number of returns with mortgage interest paid 650
Mortgage interest paid amount $3,776,000
Number of returns with contributions 730
Contributions amount $2,904,000
Number of returns with taxable income 1,560
Taxable income amount $97,038,000
Number of returns with income tax before credits 1,560
Income tax before credits amount $14,615,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 660
Total tax credits amount $965,000
Number of returns with foreign tax credit 200
Foreign tax credit amount $18,000
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $65,000
Number of returns with nonrefundable education credit 130
Nonrefundable education credit amount $160,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 410
Child tax credit amount $680,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $5,000
Number of returns with self-employment tax 190
Self-employment tax amount $560,000
Number of returns with total tax payments 1,550
Total tax payments amount $16,094,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 80
Refundable education credit amount $71,000
Number of returns with income tax 1,550
Income tax amount [10] $13,651,000
Number of returns with tax liability 1,550
Total tax liability amount [11] $14,298,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 480
Tax due at time of filing amount [12] $1,218,000
Number of returns with overpayments refunded 1,040
Overpayments refunded amount [13] $2,886,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $98,000

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

Number of returns 2,470
Number of single returns 340
Number of joint returns 2,060
Number of head of household returns 80
Number of returns with paid preparer's signature 1,350
Number of exemptions 6,340
Number of dependents 1,810
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] 100
Number of elderly returns [4] 980
Adjust gross income (AGI) [5] $331,389,000
Number of returns with total income 2,470
Salaries and wages amount $335,100,000
Number of returns with salaries and wages 2,070
Salaries and wages amount $233,644
Number of returns with taxable interest 1,470
Taxable interest amount $1,820
Number of returns with ordinary dividends 1,140
Ordinary dividends amount $7,735,000
Number of returns with qualified dividends 1,100
Qualified dividends amount [6] $5,659
Number of returns with state and local income tax refunds 1,080
State and local income tax refunds amount $906
Number of returns with business or professional net income (less loss) 460
Business or professional net income (less loss) amount $7,986,000
Number of returns with net capital gain (less loss) 1,010
Net capital gain (less loss) amount $9,405,000
Number of returns with taxable individual retirement arrangements distributions 640
Taxable individual retirement arrangements distributions amount $19,867,000
Number of returns with taxable pensions and annuities 780
Taxable pensions and annuities amount $26,247,000
Number of farm returns 20
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $319,000
Number of returns with taxable Social Security benefits 680
Taxable Social Security benefits amount $17,581,000
Number of returns with partnership/S-corp net income (less loss) 280
Partnership/S-corp net income (less loss) amount $6,204,000
Number of returns with total statutory adjustments 940
Total statutory adjustments amount $3,711,000
Number of returns with educator expenses 140
Educator expenses amount $35,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $452,000
Number of returns with self-employment health insurance deduction 100
Self-employment health insurance deduction amount $859,000
Number of returns with IRA payments 60
IRA payments amount $345,000
Number of returns with student loan interest deduction 380
Student loan interest deduction amount $475,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $114,000
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $140,000
Number of returns with itemized deductions 1,910
Total itemized deductions amount $46,701,000
Amount of AGI for itemized returns $261,344,000
Number of returns with State and local income taxes 1,780
State and local income taxes amount $10,658,000
Number of returns with State and local general sales tax 130
State and local general sales tax amount $524,000
Number of returns with real estate taxes 1,760
Real estate taxes amount $6,319,000
Number of returns with taxes paid 1,910
Taxes paid amount $18,328,000
Number of returns with mortgage interest paid 1,470
Mortgage interest paid amount $9,045,000
Number of returns with contributions 1,690
Contributions amount $8,864,000
Number of returns with taxable income 2,460
Taxable income amount $252,404,000
Number of returns with income tax before credits 2,450
Income tax before credits amount $42,814,000
Number of returns with alternative minimum tax 30
Alternative minimum tax amount $31,000
Number of returns with total tax credits 1,130
Total tax credits amount $1,211,000
Number of returns with foreign tax credit 490
Foreign tax credit amount $72,000
Number of returns with child and dependent care credit 240
Child and dependent care credit amount $126,000
Number of returns with nonrefundable education credit 220
Nonrefundable education credit amount $325,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 450
Child tax credit amount $602,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $28,000
Number of returns with self-employment tax 340
Self-employment tax amount $1,399,000
Number of returns with total tax payments 2,450
Total tax payments amount $44,933,000
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 180
Refundable education credit amount $186,000
Number of returns with income tax 2,440
Income tax amount [10] $41,603,000
Number of returns with tax liability 2,450
Total tax liability amount [11] $43,239,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 970
Tax due at time of filing amount [12] $4,096,000
Number of returns with overpayments refunded 1,380
Overpayments refunded amount [13] $5,225,000
Number of returns with credit to next year’s estimated tax 140
Credited to next year’s estimated tax amount $514,000

Adjusted Gross Income: $200,000 or more

Number of returns 490
Number of single returns 50
Number of joint returns 430
Number of head of household returns 0
Number of returns with paid preparer's signature 340
Number of exemptions 1,270
Number of dependents 350
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] 220
Adjust gross income (AGI) [5] $177,344,000
Number of returns with total income 490
Salaries and wages amount $179,356,000
Number of returns with salaries and wages 420
Salaries and wages amount $101,455
Number of returns with taxable interest 410
Taxable interest amount $1,838
Number of returns with ordinary dividends 340
Ordinary dividends amount $7,387,000
Number of returns with qualified dividends 330
Qualified dividends amount [6] $5,915
Number of returns with state and local income tax refunds 260
State and local income tax refunds amount $524
Number of returns with business or professional net income (less loss) 110
Business or professional net income (less loss) amount $3,452,000
Number of returns with net capital gain (less loss) 320
Net capital gain (less loss) amount $18,538,000
Number of returns with taxable individual retirement arrangements distributions 140
Taxable individual retirement arrangements distributions amount $7,122,000
Number of returns with taxable pensions and annuities 150
Taxable pensions and annuities amount $6,957,000
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 130
Taxable Social Security benefits amount $3,503,000
Number of returns with partnership/S-corp net income (less loss) 170
Partnership/S-corp net income (less loss) amount $24,221,000
Number of returns with total statutory adjustments 160
Total statutory adjustments amount $2,012,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $652,000
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $637,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 0
Student loan interest deduction amount $0
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 470
Total itemized deductions amount $22,756,000
Amount of AGI for itemized returns $172,605,000
Number of returns with State and local income taxes 460
State and local income taxes amount $8,657,000
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 440
Real estate taxes amount $2,418,000
Number of returns with taxes paid 470
Taxes paid amount $11,443,000
Number of returns with mortgage interest paid 320
Mortgage interest paid amount $2,355,000
Number of returns with contributions 450
Contributions amount $6,651,000
Number of returns with taxable income 490
Taxable income amount $150,401,000
Number of returns with income tax before credits 490
Income tax before credits amount $37,725,000
Number of returns with alternative minimum tax 220
Alternative minimum tax amount $817,000
Number of returns with total tax credits 240
Total tax credits amount $251,000
Number of returns with foreign tax credit 180
Foreign tax credit amount $97,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $22,000
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 100
Self-employment tax amount $699,000
Number of returns with total tax payments 480
Total tax payments amount $38,605,000
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 490
Income tax amount [10] $37,314,000
Number of returns with tax liability 490
Total tax liability amount [11] $39,049,000
Number of returns with net investment income tax 240
Net investment income tax $649,000
Number of returns with tax due at time of filing 250
Tax due at time of filing amount [12] $4,437,000
Number of returns with overpayments refunded 180
Overpayments refunded amount [13] $1,875,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $2,092,000

[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.