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ZIP Code Database - Facts & Stats

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ZIP Code 66227 Income Tax Stats

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

ZIP Code 66227 Data

Zip Code:66227
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]


66227 Income Tax Overview

Total Number of Tax Returns for ZIP Code 66227 [1] 3,500
Total Number of Single Tax Returns for ZIP Code 66227 1,520
Total Number of Joint Tax Returns for ZIP Code 66227 1,890
Total Number of Dependents for ZIP Code 66227 2,370
Total Adjusted Gross Income for ZIP Code 66227 $400,074,000
Average Income per Person for ZIP Code 66227 $88,064
Average Income per Household for ZIP Code 66227 $114,307

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 720
Number of single returns 600
Number of joint returns 80
Number of head of household returns 30
Number of returns with paid preparer's signature 270
Number of exemptions 570
Number of dependents 60
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] 40
Number of elderly returns [4] 190
Adjust gross income (AGI) [5] $7,622,000
Number of returns with total income 720
Salaries and wages amount $7,809,000
Number of returns with salaries and wages 530
Salaries and wages amount $5,586
Number of returns with taxable interest 180
Taxable interest amount $127
Number of returns with ordinary dividends 120
Ordinary dividends amount $218,000
Number of returns with qualified dividends 110
Qualified dividends amount [6] $136
Number of returns with state and local income tax refunds 0
State and local income tax refunds amount $0
Number of returns with business or professional net income (less loss) 90
Business or professional net income (less loss) amount $496,000
Number of returns with net capital gain (less loss) 100
Net capital gain (less loss) amount $79,000
Number of returns with taxable individual retirement arrangements distributions 80
Taxable individual retirement arrangements distributions amount $696,000
Number of returns with taxable pensions and annuities 120
Taxable pensions and annuities amount $894,000
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 60
Taxable Social Security benefits amount $108,000
Number of returns with partnership/S-corp net income (less loss) 0
Partnership/S-corp net income (less loss) amount $0
Number of returns with total statutory adjustments 120
Total statutory adjustments amount $187,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $154,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 30
Student loan interest deduction amount $23,000
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 80
Total itemized deductions amount $1,425,000
Amount of AGI for itemized returns $1,124,000
Number of returns with State and local income taxes 0
State and local income taxes amount $0
Number of returns with State and local general sales tax 60
State and local general sales tax amount $58,000
Number of returns with real estate taxes 70
Real estate taxes amount $259,000
Number of returns with taxes paid 80
Taxes paid amount $347,000
Number of returns with mortgage interest paid 50
Mortgage interest paid amount $256,000
Number of returns with contributions 60
Contributions amount $97,000
Number of returns with taxable income 320
Taxable income amount $1,796,000
Number of returns with income tax before credits 310
Income tax before credits amount $185,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 60
Total tax credits amount $20,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 20
Nonrefundable education credit amount $12,000
Number of returns with retirement savings contribution credit 20
Retirement savings contribution credit amount $4,000
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 70
Self-employment tax amount $92,000
Number of returns with total tax payments 600
Total tax payments amount $779,000
Number of returns with earned income credit 90
Earned income credit amount [8] $136,000
Number of returns with excess earned income credit 70
Excess earned income credit (refundable) amount [9] $113,000
Number of returns with additional child tax credit 30
Additional child tax credit amount $34,000
Number of returns with refundable education credit 40
Refundable education credit amount $36,000
Number of returns with income tax 280
Income tax amount [10] $165,000
Number of returns with tax liability 320
Total tax liability amount [11] $268,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 80
Tax due at time of filing amount [12] $62,000
Number of returns with overpayments refunded 540
Overpayments refunded amount [13] $553,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 460
Number of single returns 270
Number of joint returns 110
Number of head of household returns 60
Number of returns with paid preparer's signature 220
Number of exemptions 750
Number of dependents 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] 60
Number of elderly returns [4] 150
Adjust gross income (AGI) [5] $17,417,000
Number of returns with total income 460
Salaries and wages amount $17,798,000
Number of returns with salaries and wages 340
Salaries and wages amount $11,942
Number of returns with taxable interest 160
Taxable interest amount $109
Number of returns with ordinary dividends 100
Ordinary dividends amount $299,000
Number of returns with qualified dividends 90
Qualified dividends amount [6] $158
Number of returns with state and local income tax refunds 70
State and local income tax refunds amount $27
Number of returns with business or professional net income (less loss) 70
Business or professional net income (less loss) amount $1,009,000
Number of returns with net capital gain (less loss) 100
Net capital gain (less loss) amount $267,000
Number of returns with taxable individual retirement arrangements distributions 90
Taxable individual retirement arrangements distributions amount $1,080,000
Number of returns with taxable pensions and annuities 110
Taxable pensions and annuities amount $1,870,000
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 120
Taxable Social Security benefits amount $992,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $130,000
Number of returns with total statutory adjustments 140
Total statutory adjustments amount $381,000
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 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 60
Student loan interest deduction amount $63,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 150
Total itemized deductions amount $2,589,000
Amount of AGI for itemized returns $5,652,000
Number of returns with State and local income taxes 70
State and local income taxes amount $119,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $114,000
Number of returns with real estate taxes 130
Real estate taxes amount $488,000
Number of returns with taxes paid 150
Taxes paid amount $760,000
Number of returns with mortgage interest paid 100
Mortgage interest paid amount $591,000
Number of returns with contributions 120
Contributions amount $339,000
Number of returns with taxable income 450
Taxable income amount $9,340,000
Number of returns with income tax before credits 440
Income tax before credits amount $1,152,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 160
Total tax credits amount $136,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $17,000
Number of returns with nonrefundable education credit 30
Nonrefundable education credit amount $38,000
Number of returns with retirement savings contribution credit 80
Retirement savings contribution credit amount $16,000
Number of returns with child tax credit 80
Child tax credit amount $75,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 50
Self-employment tax amount $173,000
Number of returns with total tax payments 430
Total tax payments amount $1,827,000
Number of returns with earned income credit 60
Earned income credit amount [8] $111,000
Number of returns with excess earned income credit 40
Excess earned income credit (refundable) amount [9] $77,000
Number of returns with additional child tax credit 50
Additional child tax credit amount $71,000
Number of returns with refundable education credit 0
Refundable education credit amount $0
Number of returns with income tax 400
Income tax amount [10] $1,016,000
Number of returns with tax liability 430
Total tax liability amount [11] $1,206,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 110
Tax due at time of filing amount [12] $152,000
Number of returns with overpayments refunded 340
Overpayments refunded amount [13] $745,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 440
Number of single returns 230
Number of joint returns 160
Number of head of household returns 50
Number of returns with paid preparer's signature 230
Number of exemptions 780
Number of dependents 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] 170
Adjust gross income (AGI) [5] $27,365,000
Number of returns with total income 440
Salaries and wages amount $27,968,000
Number of returns with salaries and wages 340
Salaries and wages amount $17,973
Number of returns with taxable interest 220
Taxable interest amount $190
Number of returns with ordinary dividends 150
Ordinary dividends amount $509,000
Number of returns with qualified dividends 140
Qualified dividends amount [6] $349
Number of returns with state and local income tax refunds 120
State and local income tax refunds amount $61
Number of returns with business or professional net income (less loss) 80
Business or professional net income (less loss) amount $1,164,000
Number of returns with net capital gain (less loss) 120
Net capital gain (less loss) amount $513,000
Number of returns with taxable individual retirement arrangements distributions 100
Taxable individual retirement arrangements distributions amount $1,738,000
Number of returns with taxable pensions and annuities 130
Taxable pensions and annuities amount $2,996,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $195,000
Number of returns with taxable Social Security benefits 140
Taxable Social Security benefits amount $2,336,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $178,000
Number of returns with total statutory adjustments 150
Total statutory adjustments amount $603,000
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 40
Self-employment health insurance deduction amount $271,000
Number of returns with IRA payments 50
IRA payments amount $303,000
Number of returns with student loan interest deduction 60
Student loan interest deduction amount $73,000
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 240
Total itemized deductions amount $4,107,000
Amount of AGI for itemized returns $14,760,000
Number of returns with State and local income taxes 180
State and local income taxes amount $480,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $95,000
Number of returns with real estate taxes 220
Real estate taxes amount $774,000
Number of returns with taxes paid 240
Taxes paid amount $1,427,000
Number of returns with mortgage interest paid 190
Mortgage interest paid amount $1,126,000
Number of returns with contributions 190
Contributions amount $539,000
Number of returns with taxable income 440
Taxable income amount $18,118,000
Number of returns with income tax before credits 440
Income tax before credits amount $2,585,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 150
Total tax credits amount $165,000
Number of returns with foreign tax credit 40
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 20
Nonrefundable education credit amount $28,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 80
Child tax credit amount $117,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 60
Self-employment tax amount $217,000
Number of returns with total tax payments 420
Total tax payments amount $3,045,000
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 30
Refundable education credit amount $28,000
Number of returns with income tax 420
Income tax amount [10] $2,420,000
Number of returns with tax liability 430
Total tax liability amount [11] $2,652,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 140
Tax due at time of filing amount [12] $401,000
Number of returns with overpayments refunded 290
Overpayments refunded amount [13] $746,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $91,000

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

Number of returns 400
Number of single returns 120
Number of joint returns 260
Number of head of household returns 30
Number of returns with paid preparer's signature 230
Number of exemptions 940
Number of dependents 280
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] 20
Number of elderly returns [4] 150
Adjust gross income (AGI) [5] $35,078,000
Number of returns with total income 400
Salaries and wages amount $35,634,000
Number of returns with salaries and wages 340
Salaries and wages amount $24,705
Number of returns with taxable interest 200
Taxable interest amount $248
Number of returns with ordinary dividends 150
Ordinary dividends amount $608,000
Number of returns with qualified dividends 140
Qualified dividends amount [6] $409
Number of returns with state and local income tax refunds 130
State and local income tax refunds amount $85
Number of returns with business or professional net income (less loss) 80
Business or professional net income (less loss) amount $1,109,000
Number of returns with net capital gain (less loss) 130
Net capital gain (less loss) amount $486,000
Number of returns with taxable individual retirement arrangements distributions 90
Taxable individual retirement arrangements distributions amount $1,511,000
Number of returns with taxable pensions and annuities 130
Taxable pensions and annuities amount $3,448,000
Number of farm returns 30
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 120
Taxable Social Security benefits amount $2,480,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $638,000
Number of returns with total statutory adjustments 140
Total statutory adjustments amount $556,000
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 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 50
Student loan interest deduction amount $57,000
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 260
Total itemized deductions amount $5,031,000
Amount of AGI for itemized returns $22,719,000
Number of returns with State and local income taxes 220
State and local income taxes amount $760,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $92,000
Number of returns with real estate taxes 250
Real estate taxes amount $1,039,000
Number of returns with taxes paid 260
Taxes paid amount $2,001,000
Number of returns with mortgage interest paid 220
Mortgage interest paid amount $1,433,000
Number of returns with contributions 230
Contributions amount $661,000
Number of returns with taxable income 400
Taxable income amount $24,594,000
Number of returns with income tax before credits 400
Income tax before credits amount $3,700,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 180
Total tax credits amount $296,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $12,000
Number of returns with nonrefundable education credit 30
Nonrefundable education credit amount $34,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 110
Child tax credit amount $205,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 70
Self-employment tax amount $212,000
Number of returns with total tax payments 400
Total tax payments amount $4,074,000
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 400
Income tax amount [10] $3,404,000
Number of returns with tax liability 400
Total tax liability amount [11] $3,628,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 130
Tax due at time of filing amount [12] $359,000
Number of returns with overpayments refunded 270
Overpayments refunded amount [13] $772,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 1,040
Number of single returns 110
Number of joint returns 880
Number of head of household returns 40
Number of returns with paid preparer's signature 580
Number of exemptions 3,050
Number of dependents 1,130
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 60
Number of elderly returns [4] 260
Adjust gross income (AGI) [5] $147,070,000
Number of returns with total income 1,040
Salaries and wages amount $149,111,000
Number of returns with salaries and wages 930
Salaries and wages amount $118,270
Number of returns with taxable interest 620
Taxable interest amount $537
Number of returns with ordinary dividends 430
Ordinary dividends amount $1,601,000
Number of returns with qualified dividends 400
Qualified dividends amount [6] $1,134
Number of returns with state and local income tax refunds 520
State and local income tax refunds amount $399
Number of returns with business or professional net income (less loss) 210
Business or professional net income (less loss) amount $3,635,000
Number of returns with net capital gain (less loss) 390
Net capital gain (less loss) amount $2,850,000
Number of returns with taxable individual retirement arrangements distributions 190
Taxable individual retirement arrangements distributions amount $5,200,000
Number of returns with taxable pensions and annuities 260
Taxable pensions and annuities amount $8,135,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $106,000
Number of returns with taxable Social Security benefits 170
Taxable Social Security benefits amount $4,470,000
Number of returns with partnership/S-corp net income (less loss) 140
Partnership/S-corp net income (less loss) amount $3,584,000
Number of returns with total statutory adjustments 450
Total statutory adjustments amount $2,041,000
Number of returns with educator expenses 70
Educator expenses amount $18,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $716,000
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $445,000
Number of returns with IRA payments 40
IRA payments amount $237,000
Number of returns with student loan interest deduction 170
Student loan interest deduction amount $159,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $47,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 920
Total itemized deductions amount $23,138,000
Amount of AGI for itemized returns $131,739,000
Number of returns with State and local income taxes 850
State and local income taxes amount $5,352,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $386,000
Number of returns with real estate taxes 880
Real estate taxes amount $4,489,000
Number of returns with taxes paid 920
Taxes paid amount $10,693,000
Number of returns with mortgage interest paid 810
Mortgage interest paid amount $6,827,000
Number of returns with contributions 830
Contributions amount $3,343,000
Number of returns with taxable income 1,040
Taxable income amount $110,071,000
Number of returns with income tax before credits 1,040
Income tax before credits amount $19,108,000
Number of returns with alternative minimum tax 20
Alternative minimum tax amount $46,000
Number of returns with total tax credits 500
Total tax credits amount $623,000
Number of returns with foreign tax credit 130
Foreign tax credit amount $19,000
Number of returns with child and dependent care credit 170
Child and dependent care credit amount $89,000
Number of returns with nonrefundable education credit 90
Nonrefundable education credit amount $117,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 240
Child tax credit amount $329,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $32,000
Number of returns with self-employment tax 170
Self-employment tax amount $656,000
Number of returns with total tax payments 1,040
Total tax payments amount $20,859,000
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 1,030
Income tax amount [10] $18,485,000
Number of returns with tax liability 1,040
Total tax liability amount [11] $19,277,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 360
Tax due at time of filing amount [12] $1,368,000
Number of returns with overpayments refunded 660
Overpayments refunded amount [13] $2,720,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $207,000

Adjusted Gross Income: $200,000 or more

Number of returns 440
Number of single returns 30
Number of joint returns 400
Number of head of household returns 0
Number of returns with paid preparer's signature 290
Number of exemptions 1,380
Number of dependents 540
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] 100
Adjust gross income (AGI) [5] $165,522,000
Number of returns with total income 440
Salaries and wages amount $168,006,000
Number of returns with salaries and wages 410
Salaries and wages amount $108,162
Number of returns with taxable interest 330
Taxable interest amount $871
Number of returns with ordinary dividends 260
Ordinary dividends amount $3,758,000
Number of returns with qualified dividends 250
Qualified dividends amount [6] $3,106
Number of returns with state and local income tax refunds 240
State and local income tax refunds amount $510
Number of returns with business or professional net income (less loss) 110
Business or professional net income (less loss) amount $3,699,000
Number of returns with net capital gain (less loss) 240
Net capital gain (less loss) amount $15,879,000
Number of returns with taxable individual retirement arrangements distributions 70
Taxable individual retirement arrangements distributions amount $3,169,000
Number of returns with taxable pensions and annuities 90
Taxable pensions and annuities amount $2,819,000
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 50
Taxable Social Security benefits amount $1,310,000
Number of returns with partnership/S-corp net income (less loss) 140
Partnership/S-corp net income (less loss) amount $23,913,000
Number of returns with total statutory adjustments 160
Total statutory adjustments amount $2,484,000
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 50
Self-employment health insurance deduction amount $629,000
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 30
Domestic production activities deduction amount $463,000
Number of returns with itemized deductions 420
Total itemized deductions amount $20,654,000
Amount of AGI for itemized returns $161,413,000
Number of returns with State and local income taxes 410
State and local income taxes amount $7,838,000
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 410
Real estate taxes amount $3,153,000
Number of returns with taxes paid 420
Taxes paid amount $11,407,000
Number of returns with mortgage interest paid 360
Mortgage interest paid amount $3,991,000
Number of returns with contributions 400
Contributions amount $4,946,000
Number of returns with taxable income 430
Taxable income amount $140,798,000
Number of returns with income tax before credits 430
Income tax before credits amount $36,101,000
Number of returns with alternative minimum tax 230
Alternative minimum tax amount $1,052,000
Number of returns with total tax credits 190
Total tax credits amount $210,000
Number of returns with foreign tax credit 120
Foreign tax credit amount $29,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $33,000
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 90
Self-employment tax amount $556,000
Number of returns with total tax payments 430
Total tax payments amount $36,708,000
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 430
Income tax amount [10] $35,891,000
Number of returns with tax liability 440
Total tax liability amount [11] $37,321,000
Number of returns with net investment income tax 220
Net investment income tax $445,000
Number of returns with tax due at time of filing 220
Tax due at time of filing amount [12] $3,835,000
Number of returns with overpayments refunded 170
Overpayments refunded amount [13] $1,184,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $1,978,000

[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.