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ZIP Code Database - Facts & Stats

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ZIP Code 68144 Income Tax Stats

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

ZIP Code 68144 Data

Zip Code:68144
City:Omaha
State:NE [Nebraska]
Counties: DOUGLAS, NE
City Alias(es):Omaha
Area Code:402 / 531
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





68144 Income Tax Overview

Total Number of Tax Returns for ZIP Code 68144 [1] 12,710
Total Number of Single Tax Returns for ZIP Code 68144 4,440
Total Number of Joint Tax Returns for ZIP Code 68144 4,830
Total Number of Dependents for ZIP Code 68144 6,870
Total Adjusted Gross Income for ZIP Code 68144 $920,335,000
Average Income per Person for ZIP Code 68144 $37,979
Average Income per Household for ZIP Code 68144 $72,410

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 3,690
Number of single returns 2,950
Number of joint returns 300
Number of head of household returns 390
Number of returns with paid preparer's signature 1,400
Number of exemptions 3,840
Number of dependents 860
Total number of volunteer prepared returns [5] 160
Number of volunteer income tax assistance (VITA) prepared returns [3] 40
Number of tax counseling for the elderly (TCE) prepared returns [3] 120
Number of volunteer prepared returns with Earned Income Credit 20
Number of refund anticipation check returns [3] 430
Number of elderly returns [4] 820
Adjust gross income (AGI) [5] $46,250,000
Number of returns with total income 3,690
Salaries and wages amount $47,140,000
Number of returns with salaries and wages 2,910
Salaries and wages amount $35,848
Number of returns with taxable interest 680
Taxable interest amount $441
Number of returns with ordinary dividends 490
Ordinary dividends amount $885,000
Number of returns with qualified dividends 440
Qualified dividends amount [6] $569
Number of returns with state and local income tax refunds 60
State and local income tax refunds amount $37
Number of returns with business or professional net income (less loss) 410
Business or professional net income (less loss) amount $2,666,000
Number of returns with net capital gain (less loss) 420
Net capital gain (less loss) amount $564,000
Number of returns with taxable individual retirement arrangements distributions 360
Taxable individual retirement arrangements distributions amount $2,170,000
Number of returns with taxable pensions and annuities 500
Taxable pensions and annuities amount $3,814,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $147,000
Number of returns with taxable Social Security benefits 240
Taxable Social Security benefits amount $442,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $244,000
Number of returns with total statutory adjustments 570
Total statutory adjustments amount $890,000
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 80
Self-employment health insurance deduction amount $237,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 160
Student loan interest deduction amount $146,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $149,000
Returns with domestic production activities deduction 20
Domestic production activities deduction amount $39,000
Number of returns with itemized deductions 280
Total itemized deductions amount $4,589,000
Amount of AGI for itemized returns $4,307,000
Number of returns with State and local income taxes 100
State and local income taxes amount $115,000
Number of returns with State and local general sales tax 160
State and local general sales tax amount $95,000
Number of returns with real estate taxes 190
Real estate taxes amount $592,000
Number of returns with taxes paid 280
Taxes paid amount $906,000
Number of returns with mortgage interest paid 140
Mortgage interest paid amount $538,000
Number of returns with contributions 190
Contributions amount $369,000
Number of returns with taxable income 1,900
Taxable income amount $12,150,000
Number of returns with income tax before credits 1,860
Income tax before credits amount $1,281,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 530
Total tax credits amount $178,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 20
Child and dependent care credit amount $8,000
Number of returns with nonrefundable education credit 170
Nonrefundable education credit amount $99,000
Number of returns with retirement savings contribution credit 220
Retirement savings contribution credit amount $36,000
Number of returns with child tax credit 90
Child tax credit amount $31,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 340
Self-employment tax amount $436,000
Number of returns with total tax payments 3,290
Total tax payments amount $5,925,000
Number of returns with earned income credit 790
Earned income credit amount [8] $1,839,000
Number of returns with excess earned income credit 670
Excess earned income credit (refundable) amount [9] $1,662,000
Number of returns with additional child tax credit 410
Additional child tax credit amount $503,000
Number of returns with refundable education credit 180
Refundable education credit amount $139,000
Number of returns with income tax 1,600
Income tax amount [10] $1,103,000
Number of returns with tax liability 1,860
Total tax liability amount [11] $1,629,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 350
Tax due at time of filing amount [12] $310,000
Number of returns with overpayments refunded 3,060
Overpayments refunded amount [13] $4,577,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $34,000

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

Number of returns 3,130
Number of single returns 1,990
Number of joint returns 550
Number of head of household returns 510
Number of returns with paid preparer's signature 1,260
Number of exemptions 4,990
Number of dependents 1,340
Total number of volunteer prepared returns [5] 100
Number of volunteer income tax assistance (VITA) prepared returns [3] 30
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] 490
Number of elderly returns [4] 660
Adjust gross income (AGI) [5] $114,015,000
Number of returns with total income 3,130
Salaries and wages amount $115,400,000
Number of returns with salaries and wages 2,710
Salaries and wages amount $93,252
Number of returns with taxable interest 690
Taxable interest amount $543
Number of returns with ordinary dividends 500
Ordinary dividends amount $1,289,000
Number of returns with qualified dividends 460
Qualified dividends amount [6] $863
Number of returns with state and local income tax refunds 310
State and local income tax refunds amount $176
Number of returns with business or professional net income (less loss) 310
Business or professional net income (less loss) amount $2,815,000
Number of returns with net capital gain (less loss) 440
Net capital gain (less loss) amount $932,000
Number of returns with taxable individual retirement arrangements distributions 360
Taxable individual retirement arrangements distributions amount $3,791,000
Number of returns with taxable pensions and annuities 530
Taxable pensions and annuities amount $7,491,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $199,000
Number of returns with taxable Social Security benefits 520
Taxable Social Security benefits amount $3,987,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $315,000
Number of returns with total statutory adjustments 760
Total statutory adjustments amount $1,385,000
Number of returns with educator expenses 70
Educator expenses amount $16,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $267,000
Number of returns with IRA payments 80
IRA payments amount $291,000
Number of returns with student loan interest deduction 430
Student loan interest deduction amount $451,000
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 630
Total itemized deductions amount $9,353,000
Amount of AGI for itemized returns $24,434,000
Number of returns with State and local income taxes 480
State and local income taxes amount $859,000
Number of returns with State and local general sales tax 140
State and local general sales tax amount $152,000
Number of returns with real estate taxes 540
Real estate taxes amount $1,757,000
Number of returns with taxes paid 630
Taxes paid amount $2,957,000
Number of returns with mortgage interest paid 420
Mortgage interest paid amount $1,725,000
Number of returns with contributions 450
Contributions amount $986,000
Number of returns with taxable income 3,040
Taxable income amount $64,901,000
Number of returns with income tax before credits 3,020
Income tax before credits amount $8,090,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,130
Total tax credits amount $897,000
Number of returns with foreign tax credit 120
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 160
Child and dependent care credit amount $81,000
Number of returns with nonrefundable education credit 240
Nonrefundable education credit amount $242,000
Number of returns with retirement savings contribution credit 460
Retirement savings contribution credit amount $79,000
Number of returns with child tax credit 510
Child tax credit amount $484,000
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 $533,000
Number of returns with total tax payments 3,060
Total tax payments amount $13,082,000
Number of returns with earned income credit 540
Earned income credit amount [8] $1,054,000
Number of returns with excess earned income credit 420
Excess earned income credit (refundable) amount [9] $860,000
Number of returns with additional child tax credit 370
Additional child tax credit amount $521,000
Number of returns with refundable education credit 150
Refundable education credit amount $123,000
Number of returns with income tax 2,650
Income tax amount [10] $7,193,000
Number of returns with tax liability 2,760
Total tax liability amount [11] $7,853,000
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] $673,000
Number of returns with overpayments refunded 2,610
Overpayments refunded amount [13] $5,821,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $53,000

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

Number of returns 1,910
Number of single returns 840
Number of joint returns 790
Number of head of household returns 220
Number of returns with paid preparer's signature 920
Number of exemptions 3,830
Number of dependents 1,140
Total number of volunteer prepared returns [5] 30
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 30
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 190
Number of elderly returns [4] 600
Adjust gross income (AGI) [5] $118,153,000
Number of returns with total income 1,910
Salaries and wages amount $119,551,000
Number of returns with salaries and wages 1,620
Salaries and wages amount $88,464
Number of returns with taxable interest 710
Taxable interest amount $468
Number of returns with ordinary dividends 490
Ordinary dividends amount $1,805,000
Number of returns with qualified dividends 460
Qualified dividends amount [6] $1,265
Number of returns with state and local income tax refunds 450
State and local income tax refunds amount $319
Number of returns with business or professional net income (less loss) 260
Business or professional net income (less loss) amount $2,700,000
Number of returns with net capital gain (less loss) 430
Net capital gain (less loss) amount $1,815,000
Number of returns with taxable individual retirement arrangements distributions 310
Taxable individual retirement arrangements distributions amount $4,059,000
Number of returns with taxable pensions and annuities 500
Taxable pensions and annuities amount $10,689,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $88,000
Number of returns with taxable Social Security benefits 460
Taxable Social Security benefits amount $7,354,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $1,040,000
Number of returns with total statutory adjustments 620
Total statutory adjustments amount $1,398,000
Number of returns with educator expenses 80
Educator expenses amount $19,000
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 $219,000
Number of returns with IRA payments 50
IRA payments amount $226,000
Number of returns with student loan interest deduction 340
Student loan interest deduction amount $372,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $22,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 820
Total itemized deductions amount $13,840,000
Amount of AGI for itemized returns $51,506,000
Number of returns with State and local income taxes 720
State and local income taxes amount $2,001,000
Number of returns with State and local general sales tax 90
State and local general sales tax amount $140,000
Number of returns with real estate taxes 740
Real estate taxes amount $2,774,000
Number of returns with taxes paid 820
Taxes paid amount $5,238,000
Number of returns with mortgage interest paid 610
Mortgage interest paid amount $2,744,000
Number of returns with contributions 650
Contributions amount $1,592,000
Number of returns with taxable income 1,890
Taxable income amount $78,117,000
Number of returns with income tax before credits 1,880
Income tax before credits amount $10,945,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 760
Total tax credits amount $1,005,000
Number of returns with foreign tax credit 150
Foreign tax credit amount $9,000
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $61,000
Number of returns with nonrefundable education credit 140
Nonrefundable education credit amount $164,000
Number of returns with retirement savings contribution credit 130
Retirement savings contribution credit amount $24,000
Number of returns with child tax credit 470
Child tax credit amount $725,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $8,000
Number of returns with self-employment tax 190
Self-employment tax amount $501,000
Number of returns with total tax payments 1,870
Total tax payments amount $13,313,000
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 80
Additional child tax credit amount $128,000
Number of returns with refundable education credit 90
Refundable education credit amount $76,000
Number of returns with income tax 1,810
Income tax amount [10] $9,940,000
Number of returns with tax liability 1,840
Total tax liability amount [11] $10,545,000
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] $967,000
Number of returns with overpayments refunded 1,430
Overpayments refunded amount [13] $3,618,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $83,000

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

Number of returns 1,440
Number of single returns 320
Number of joint returns 1,020
Number of head of household returns 70
Number of returns with paid preparer's signature 740
Number of exemptions 3,580
Number of dependents 1,120
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] 510
Adjust gross income (AGI) [5] $124,874,000
Number of returns with total income 1,440
Salaries and wages amount $126,232,000
Number of returns with salaries and wages 1,230
Salaries and wages amount $91,142
Number of returns with taxable interest 640
Taxable interest amount $771
Number of returns with ordinary dividends 510
Ordinary dividends amount $2,065,000
Number of returns with qualified dividends 490
Qualified dividends amount [6] $1,469
Number of returns with state and local income tax refunds 490
State and local income tax refunds amount $356
Number of returns with business or professional net income (less loss) 230
Business or professional net income (less loss) amount $2,276,000
Number of returns with net capital gain (less loss) 450
Net capital gain (less loss) amount $2,306,000
Number of returns with taxable individual retirement arrangements distributions 300
Taxable individual retirement arrangements distributions amount $5,313,000
Number of returns with taxable pensions and annuities 420
Taxable pensions and annuities amount $11,237,000
Number of farm returns 30
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $142,000
Number of returns with taxable Social Security benefits 390
Taxable Social Security benefits amount $8,202,000
Number of returns with partnership/S-corp net income (less loss) 130
Partnership/S-corp net income (less loss) amount $1,362,000
Number of returns with total statutory adjustments 510
Total statutory adjustments amount $1,358,000
Number of returns with educator expenses 60
Educator expenses amount $17,000
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 $240,000
Number of returns with IRA payments 50
IRA payments amount $281,000
Number of returns with student loan interest deduction 260
Student loan interest deduction amount $312,000
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 790
Total itemized deductions amount $15,215,000
Amount of AGI for itemized returns $68,826,000
Number of returns with State and local income taxes 740
State and local income taxes amount $2,812,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $120,000
Number of returns with real estate taxes 750
Real estate taxes amount $3,053,000
Number of returns with taxes paid 790
Taxes paid amount $6,360,000
Number of returns with mortgage interest paid 590
Mortgage interest paid amount $3,066,000
Number of returns with contributions 660
Contributions amount $2,320,000
Number of returns with taxable income 1,430
Taxable income amount $87,370,000
Number of returns with income tax before credits 1,430
Income tax before credits amount $12,615,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 690
Total tax credits amount $1,174,000
Number of returns with foreign tax credit 170
Foreign tax credit amount $11,000
Number of returns with child and dependent care credit 170
Child and dependent care credit amount $96,000
Number of returns with nonrefundable education credit 140
Nonrefundable education credit amount $172,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 460
Child tax credit amount $858,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $8,000
Number of returns with self-employment tax 170
Self-employment tax amount $409,000
Number of returns with total tax payments 1,420
Total tax payments amount $14,250,000
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 90
Refundable education credit amount $80,000
Number of returns with income tax 1,420
Income tax amount [10] $11,441,000
Number of returns with tax liability 1,420
Total tax liability amount [11] $11,937,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 370
Tax due at time of filing amount [12] $926,000
Number of returns with overpayments refunded 1,020
Overpayments refunded amount [13] $3,123,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $95,000

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

Number of returns 2,000
Number of single returns 210
Number of joint returns 1,710
Number of head of household returns 80
Number of returns with paid preparer's signature 1,080
Number of exemptions 5,630
Number of dependents 1,910
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] 110
Number of elderly returns [4] 690
Adjust gross income (AGI) [5] $266,225,000
Number of returns with total income 2,000
Salaries and wages amount $269,490,000
Number of returns with salaries and wages 1,740
Salaries and wages amount $192,716
Number of returns with taxable interest 1,130
Taxable interest amount $1,697
Number of returns with ordinary dividends 930
Ordinary dividends amount $5,732,000
Number of returns with qualified dividends 890
Qualified dividends amount [6] $4,413
Number of returns with state and local income tax refunds 840
State and local income tax refunds amount $651
Number of returns with business or professional net income (less loss) 360
Business or professional net income (less loss) amount $5,967,000
Number of returns with net capital gain (less loss) 830
Net capital gain (less loss) amount $8,259,000
Number of returns with taxable individual retirement arrangements distributions 440
Taxable individual retirement arrangements distributions amount $11,349,000
Number of returns with taxable pensions and annuities 580
Taxable pensions and annuities amount $21,007,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $132,000
Number of returns with taxable Social Security benefits 490
Taxable Social Security benefits amount $12,331,000
Number of returns with partnership/S-corp net income (less loss) 270
Partnership/S-corp net income (less loss) amount $7,277,000
Number of returns with total statutory adjustments 870
Total statutory adjustments amount $3,265,000
Number of returns with educator expenses 140
Educator expenses amount $39,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $364,000
Number of returns with self-employment health insurance deduction 90
Self-employment health insurance deduction amount $770,000
Number of returns with IRA payments 100
IRA payments amount $613,000
Number of returns with student loan interest deduction 360
Student loan interest deduction amount $460,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $98,000
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $84,000
Number of returns with itemized deductions 1,600
Total itemized deductions amount $36,685,000
Amount of AGI for itemized returns $217,782,000
Number of returns with State and local income taxes 1,560
State and local income taxes amount $10,334,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $125,000
Number of returns with real estate taxes 1,550
Real estate taxes amount $7,396,000
Number of returns with taxes paid 1,600
Taxes paid amount $18,860,000
Number of returns with mortgage interest paid 1,290
Mortgage interest paid amount $6,858,000
Number of returns with contributions 1,470
Contributions amount $6,538,000
Number of returns with taxable income 2,000
Taxable income amount $201,599,000
Number of returns with income tax before credits 1,990
Income tax before credits amount $33,622,000
Number of returns with alternative minimum tax 50
Alternative minimum tax amount $78,000
Number of returns with total tax credits 1,040
Total tax credits amount $1,328,000
Number of returns with foreign tax credit 340
Foreign tax credit amount $38,000
Number of returns with child and dependent care credit 300
Child and dependent care credit amount $166,000
Number of returns with nonrefundable education credit 210
Nonrefundable education credit amount $296,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 490
Child tax credit amount $737,000
Number of returns with residential energy tax credit 70
Residential energy tax credit amount $20,000
Number of returns with self-employment tax 290
Self-employment tax amount $1,043,000
Number of returns with total tax payments 1,990
Total tax payments amount $35,208,000
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 $177,000
Number of returns with income tax 1,990
Income tax amount [10] $32,294,000
Number of returns with tax liability 1,990
Total tax liability amount [11] $33,496,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 710
Tax due at time of filing amount [12] $3,028,000
Number of returns with overpayments refunded 1,210
Overpayments refunded amount [13] $4,264,000
Number of returns with credit to next year’s estimated tax 110
Credited to next year’s estimated tax amount $437,000

Adjusted Gross Income: $200,000 or more

Number of returns 540
Number of single returns 70
Number of joint returns 460
Number of head of household returns 0
Number of returns with paid preparer's signature 410
Number of exemptions 1,500
Number of dependents 500
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] 240
Adjust gross income (AGI) [5] $250,818,000
Number of returns with total income 540
Salaries and wages amount $255,117,000
Number of returns with salaries and wages 450
Salaries and wages amount $123,136
Number of returns with taxable interest 440
Taxable interest amount $5,424
Number of returns with ordinary dividends 390
Ordinary dividends amount $22,581,000
Number of returns with qualified dividends 370
Qualified dividends amount [6] $19,863
Number of returns with state and local income tax refunds 210
State and local income tax refunds amount $1,197
Number of returns with business or professional net income (less loss) 130
Business or professional net income (less loss) amount $7,378,000
Number of returns with net capital gain (less loss) 380
Net capital gain (less loss) amount $34,434,000
Number of returns with taxable individual retirement arrangements distributions 150
Taxable individual retirement arrangements distributions amount $6,425,000
Number of returns with taxable pensions and annuities 160
Taxable pensions and annuities amount $8,082,000
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 150
Taxable Social Security benefits amount $4,321,000
Number of returns with partnership/S-corp net income (less loss) 240
Partnership/S-corp net income (less loss) amount $44,436,000
Number of returns with total statutory adjustments 230
Total statutory adjustments amount $4,299,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $942,000
Number of returns with self-employment health insurance deduction 90
Self-employment health insurance deduction amount $1,307,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 0
Student loan interest deduction amount $0
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 40
Domestic production activities deduction amount $944,000
Number of returns with itemized deductions 520
Total itemized deductions amount $43,327,000
Amount of AGI for itemized returns $242,645,000
Number of returns with State and local income taxes 510
State and local income taxes amount $14,628,000
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 500
Real estate taxes amount $4,699,000
Number of returns with taxes paid 520
Taxes paid amount $19,851,000
Number of returns with mortgage interest paid 340
Mortgage interest paid amount $2,407,000
Number of returns with contributions 500
Contributions amount $15,726,000
Number of returns with taxable income 530
Taxable income amount $208,220,000
Number of returns with income tax before credits 540
Income tax before credits amount $57,463,000
Number of returns with alternative minimum tax 330
Alternative minimum tax amount $3,253,000
Number of returns with total tax credits 270
Total tax credits amount $418,000
Number of returns with foreign tax credit 220
Foreign tax credit amount $197,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $24,000
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 130
Self-employment tax amount $1,053,000
Number of returns with total tax payments 530
Total tax payments amount $57,360,000
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 540
Income tax amount [10] $57,045,000
Number of returns with tax liability 540
Total tax liability amount [11] $60,139,000
Number of returns with net investment income tax 290
Net investment income tax $1,488,000
Number of returns with tax due at time of filing 270
Tax due at time of filing amount [12] $9,577,000
Number of returns with overpayments refunded 170
Overpayments refunded amount [13] $2,837,000
Number of returns with credit to next year’s estimated tax 110
Credited to next year’s estimated tax amount $3,882,000

[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.