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ZIP Code Database - Facts & Stats

ZIP Code 68701 Income Tax Stats

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

ZIP Code 68701 Data

Zip Code:68701
City:Norfolk
State:NE [Nebraska]
Counties: MADISON, NE
City Alias(es):Norfolk
Area Code:531
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


68701 Income Tax Overview

Total Number of Tax Returns for ZIP Code 68701 [1] 14,140
Total Number of Single Tax Returns for ZIP Code 68701 5,350
Total Number of Joint Tax Returns for ZIP Code 68701 5,680
Total Number of Dependents for ZIP Code 68701 8,870
Total Adjusted Gross Income for ZIP Code 68701 $827,656,000
Average Income per Person for ZIP Code 68701 $26,986
Average Income per Household for ZIP Code 68701 $58,533

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


Adjusted Gross Income: 1 under $25,000

Number of returns 4,870
Number of single returns 3,680
Number of joint returns 450
Number of head of household returns 660
Number of returns with paid preparer's signature 2,440
Number of exemptions 5,590
Number of dependents 1,540
Total number of volunteer prepared returns [5] 70
Number of volunteer income tax assistance (VITA) prepared returns [3] 70
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 30
Number of refund anticipation check returns [3] 660
Number of elderly returns [4] 910
Adjust gross income (AGI) [5] $59,657,000
Number of returns with total income 4,870
Salaries and wages amount $60,768,000
Number of returns with salaries and wages 4,070
Salaries and wages amount $48,778
Number of returns with taxable interest 1,080
Taxable interest amount $674
Number of returns with ordinary dividends 540
Ordinary dividends amount $818,000
Number of returns with qualified dividends 490
Qualified dividends amount [6] $481
Number of returns with state and local income tax refunds 40
State and local income tax refunds amount $28
Number of returns with business or professional net income (less loss) 530
Business or professional net income (less loss) amount $2,544,000
Number of returns with net capital gain (less loss) 490
Net capital gain (less loss) amount $788,000
Number of returns with taxable individual retirement arrangements distributions 400
Taxable individual retirement arrangements distributions amount $2,905,000
Number of returns with taxable pensions and annuities 500
Taxable pensions and annuities amount $3,297,000
Number of farm returns 60
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $282,000
Number of returns with taxable Social Security benefits 240
Taxable Social Security benefits amount $421,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $18,000
Number of returns with total statutory adjustments 710
Total statutory adjustments amount $1,111,000
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 100
Self-employment health insurance deduction amount $300,000
Number of returns with IRA payments 40
IRA payments amount $129,000
Number of returns with student loan interest deduction 170
Student loan interest deduction amount $138,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $81,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 250
Total itemized deductions amount $4,825,000
Amount of AGI for itemized returns $3,787,000
Number of returns with State and local income taxes 80
State and local income taxes amount $99,000
Number of returns with State and local general sales tax 150
State and local general sales tax amount $99,000
Number of returns with real estate taxes 160
Real estate taxes amount $400,000
Number of returns with taxes paid 240
Taxes paid amount $708,000
Number of returns with mortgage interest paid 60
Mortgage interest paid amount $219,000
Number of returns with contributions 180
Contributions amount $431,000
Number of returns with taxable income 2,390
Taxable income amount $14,137,000
Number of returns with income tax before credits 2,360
Income tax before credits amount $1,498,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 650
Total tax credits amount $205,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $18,000
Number of returns with nonrefundable education credit 160
Nonrefundable education credit amount $86,000
Number of returns with retirement savings contribution credit 260
Retirement savings contribution credit amount $42,000
Number of returns with child tax credit 150
Child tax credit amount $53,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 450
Self-employment tax amount $520,000
Number of returns with total tax payments 4,410
Total tax payments amount $8,790,000
Number of returns with earned income credit 1,410
Earned income credit amount [8] $3,294,000
Number of returns with excess earned income credit 1,260
Excess earned income credit (refundable) amount [9] $3,030,000
Number of returns with additional child tax credit 770
Additional child tax credit amount $933,000
Number of returns with refundable education credit 190
Refundable education credit amount $152,000
Number of returns with income tax 2,010
Income tax amount [10] $1,293,000
Number of returns with tax liability 2,420
Total tax liability amount [11] $1,924,000
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] $328,000
Number of returns with overpayments refunded 4,080
Overpayments refunded amount [13] $7,161,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $23,000

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

Number of returns 3,670
Number of single returns 2,000
Number of joint returns 880
Number of head of household returns 680
Number of returns with paid preparer's signature 2,130
Number of exemptions 6,670
Number of dependents 2,140
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] 580
Number of elderly returns [4] 780
Adjust gross income (AGI) [5] $133,887,000
Number of returns with total income 3,670
Salaries and wages amount $135,685,000
Number of returns with salaries and wages 3,280
Salaries and wages amount $113,814
Number of returns with taxable interest 1,020
Taxable interest amount $651
Number of returns with ordinary dividends 480
Ordinary dividends amount $936,000
Number of returns with qualified dividends 450
Qualified dividends amount [6] $525
Number of returns with state and local income tax refunds 200
State and local income tax refunds amount $123
Number of returns with business or professional net income (less loss) 410
Business or professional net income (less loss) amount $2,753,000
Number of returns with net capital gain (less loss) 430
Net capital gain (less loss) amount $1,278,000
Number of returns with taxable individual retirement arrangements distributions 370
Taxable individual retirement arrangements distributions amount $3,709,000
Number of returns with taxable pensions and annuities 510
Taxable pensions and annuities amount $5,751,000
Number of farm returns 60
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $372,000
Number of returns with taxable Social Security benefits 550
Taxable Social Security benefits amount $3,568,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $595,000
Number of returns with total statutory adjustments 840
Total statutory adjustments amount $1,798,000
Number of returns with educator expenses 60
Educator expenses amount $13,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $356,000
Number of returns with IRA payments 80
IRA payments amount $311,000
Number of returns with student loan interest deduction 380
Student loan interest deduction amount $321,000
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 $51,000
Number of returns with itemized deductions 510
Total itemized deductions amount $8,487,000
Amount of AGI for itemized returns $19,609,000
Number of returns with State and local income taxes 370
State and local income taxes amount $638,000
Number of returns with State and local general sales tax 130
State and local general sales tax amount $129,000
Number of returns with real estate taxes 370
Real estate taxes amount $1,059,000
Number of returns with taxes paid 510
Taxes paid amount $1,967,000
Number of returns with mortgage interest paid 250
Mortgage interest paid amount $963,000
Number of returns with contributions 360
Contributions amount $1,202,000
Number of returns with taxable income 3,540
Taxable income amount $72,252,000
Number of returns with income tax before credits 3,510
Income tax before credits amount $8,990,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,480
Total tax credits amount $1,175,000
Number of returns with foreign tax credit 120
Foreign tax credit amount $7,000
Number of returns with child and dependent care credit 190
Child and dependent care credit amount $90,000
Number of returns with nonrefundable education credit 220
Nonrefundable education credit amount $183,000
Number of returns with retirement savings contribution credit 660
Retirement savings contribution credit amount $119,000
Number of returns with child tax credit 780
Child tax credit amount $762,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $25,000
Number of returns with self-employment tax 320
Self-employment tax amount $711,000
Number of returns with total tax payments 3,550
Total tax payments amount $15,851,000
Number of returns with earned income credit 790
Earned income credit amount [8] $1,605,000
Number of returns with excess earned income credit 630
Excess earned income credit (refundable) amount [9] $1,321,000
Number of returns with additional child tax credit 560
Additional child tax credit amount $862,000
Number of returns with refundable education credit 140
Refundable education credit amount $108,000
Number of returns with income tax 2,980
Income tax amount [10] $7,815,000
Number of returns with tax liability 3,160
Total tax liability amount [11] $8,712,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 510
Tax due at time of filing amount [12] $770,000
Number of returns with overpayments refunded 3,080
Overpayments refunded amount [13] $7,798,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $82,000

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

Number of returns 2,080
Number of single returns 640
Number of joint returns 1,240
Number of head of household returns 170
Number of returns with paid preparer's signature 1,370
Number of exemptions 4,910
Number of dependents 1,590
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] 200
Number of elderly returns [4] 630
Adjust gross income (AGI) [5] $128,012,000
Number of returns with total income 2,080
Salaries and wages amount $130,298,000
Number of returns with salaries and wages 1,810
Salaries and wages amount $100,006
Number of returns with taxable interest 900
Taxable interest amount $832
Number of returns with ordinary dividends 510
Ordinary dividends amount $1,389,000
Number of returns with qualified dividends 480
Qualified dividends amount [6] $908
Number of returns with state and local income tax refunds 320
State and local income tax refunds amount $219
Number of returns with business or professional net income (less loss) 360
Business or professional net income (less loss) amount $3,001,000
Number of returns with net capital gain (less loss) 430
Net capital gain (less loss) amount $2,483,000
Number of returns with taxable individual retirement arrangements distributions 330
Taxable individual retirement arrangements distributions amount $4,941,000
Number of returns with taxable pensions and annuities 380
Taxable pensions and annuities amount $6,351,000
Number of farm returns 80
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $248,000
Number of returns with taxable Social Security benefits 470
Taxable Social Security benefits amount $7,111,000
Number of returns with partnership/S-corp net income (less loss) 130
Partnership/S-corp net income (less loss) amount $1,353,000
Number of returns with total statutory adjustments 710
Total statutory adjustments amount $2,286,000
Number of returns with educator expenses 50
Educator expenses amount $13,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 90
Self-employment health insurance deduction amount $475,000
Number of returns with IRA payments 120
IRA payments amount $693,000
Number of returns with student loan interest deduction 290
Student loan interest deduction amount $288,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $27,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 610
Total itemized deductions amount $10,556,000
Amount of AGI for itemized returns $38,095,000
Number of returns with State and local income taxes 520
State and local income taxes amount $1,463,000
Number of returns with State and local general sales tax 90
State and local general sales tax amount $160,000
Number of returns with real estate taxes 540
Real estate taxes amount $1,640,000
Number of returns with taxes paid 610
Taxes paid amount $3,487,000
Number of returns with mortgage interest paid 410
Mortgage interest paid amount $1,687,000
Number of returns with contributions 440
Contributions amount $1,689,000
Number of returns with taxable income 2,070
Taxable income amount $81,399,000
Number of returns with income tax before credits 2,060
Income tax before credits amount $11,044,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,020
Total tax credits amount $1,441,000
Number of returns with foreign tax credit 160
Foreign tax credit amount $9,000
Number of returns with child and dependent care credit 220
Child and dependent care credit amount $110,000
Number of returns with nonrefundable education credit 160
Nonrefundable education credit amount $167,000
Number of returns with retirement savings contribution credit 230
Retirement savings contribution credit amount $46,000
Number of returns with child tax credit 660
Child tax credit amount $1,079,000
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 $795,000
Number of returns with total tax payments 2,030
Total tax payments amount $13,656,000
Number of returns with earned income credit 20
Earned income credit amount [8] $4,000
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 150
Additional child tax credit amount $228,000
Number of returns with refundable education credit 100
Refundable education credit amount $86,000
Number of returns with income tax 1,930
Income tax amount [10] $9,603,000
Number of returns with tax liability 1,980
Total tax liability amount [11] $10,583,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 510
Tax due at time of filing amount [12] $1,297,000
Number of returns with overpayments refunded 1,510
Overpayments refunded amount [13] $4,178,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $176,000

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

Number of returns 1,470
Number of single returns 200
Number of joint returns 1,230
Number of head of household returns 40
Number of returns with paid preparer's signature 1,020
Number of exemptions 4,040
Number of dependents 1,340
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] 440
Adjust gross income (AGI) [5] $127,867,000
Number of returns with total income 1,470
Salaries and wages amount $130,044,000
Number of returns with salaries and wages 1,300
Salaries and wages amount $99,336
Number of returns with taxable interest 810
Taxable interest amount $922
Number of returns with ordinary dividends 530
Ordinary dividends amount $1,456,000
Number of returns with qualified dividends 510
Qualified dividends amount [6] $1,028
Number of returns with state and local income tax refunds 300
State and local income tax refunds amount $218
Number of returns with business or professional net income (less loss) 270
Business or professional net income (less loss) amount $2,788,000
Number of returns with net capital gain (less loss) 440
Net capital gain (less loss) amount $2,493,000
Number of returns with taxable individual retirement arrangements distributions 260
Taxable individual retirement arrangements distributions amount $4,729,000
Number of returns with taxable pensions and annuities 340
Taxable pensions and annuities amount $7,040,000
Number of farm returns 70
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 320
Taxable Social Security benefits amount $6,748,000
Number of returns with partnership/S-corp net income (less loss) 150
Partnership/S-corp net income (less loss) amount $1,579,000
Number of returns with total statutory adjustments 570
Total statutory adjustments amount $2,177,000
Number of returns with educator expenses 70
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 60
Self-employment health insurance deduction amount $462,000
Number of returns with IRA payments 80
IRA payments amount $465,000
Number of returns with student loan interest deduction 240
Student loan interest deduction amount $270,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $30,000
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $69,000
Number of returns with itemized deductions 540
Total itemized deductions amount $10,641,000
Amount of AGI for itemized returns $47,087,000
Number of returns with State and local income taxes 500
State and local income taxes amount $1,927,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $75,000
Number of returns with real estate taxes 510
Real estate taxes amount $1,767,000
Number of returns with taxes paid 540
Taxes paid amount $4,012,000
Number of returns with mortgage interest paid 390
Mortgage interest paid amount $1,923,000
Number of returns with contributions 430
Contributions amount $1,821,000
Number of returns with taxable income 1,470
Taxable income amount $89,313,000
Number of returns with income tax before credits 1,460
Income tax before credits amount $12,486,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 780
Total tax credits amount $1,380,000
Number of returns with foreign tax credit 150
Foreign tax credit amount $10,000
Number of returns with child and dependent care credit 220
Child and dependent care credit amount $132,000
Number of returns with nonrefundable education credit 160
Nonrefundable education credit amount $188,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 550
Child tax credit amount $1,013,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $7,000
Number of returns with self-employment tax 230
Self-employment tax amount $611,000
Number of returns with total tax payments 1,450
Total tax payments amount $14,325,000
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 110
Refundable education credit amount $98,000
Number of returns with income tax 1,450
Income tax amount [10] $11,106,000
Number of returns with tax liability 1,450
Total tax liability amount [11] $11,876,000
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] $1,056,000
Number of returns with overpayments refunded 1,030
Overpayments refunded amount [13] $3,366,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $129,000

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

Number of returns 1,660
Number of single returns 110
Number of joint returns 1,520
Number of head of household returns 30
Number of returns with paid preparer's signature 1,210
Number of exemptions 4,990
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] 70
Number of elderly returns [4] 510
Adjust gross income (AGI) [5] $217,267,000
Number of returns with total income 1,660
Salaries and wages amount $220,766,000
Number of returns with salaries and wages 1,510
Salaries and wages amount $161,186
Number of returns with taxable interest 1,120
Taxable interest amount $1,564
Number of returns with ordinary dividends 840
Ordinary dividends amount $3,385,000
Number of returns with qualified dividends 810
Qualified dividends amount [6] $2,729
Number of returns with state and local income tax refunds 620
State and local income tax refunds amount $532
Number of returns with business or professional net income (less loss) 360
Business or professional net income (less loss) amount $4,645,000
Number of returns with net capital gain (less loss) 720
Net capital gain (less loss) amount $6,821,000
Number of returns with taxable individual retirement arrangements distributions 320
Taxable individual retirement arrangements distributions amount $8,208,000
Number of returns with taxable pensions and annuities 390
Taxable pensions and annuities amount $11,077,000
Number of farm returns 100
Number of returns with unemployment compensation 20
Unemployment compensation amount [7] $68,000
Number of returns with taxable Social Security benefits 320
Taxable Social Security benefits amount $7,436,000
Number of returns with partnership/S-corp net income (less loss) 320
Partnership/S-corp net income (less loss) amount $9,365,000
Number of returns with total statutory adjustments 800
Total statutory adjustments amount $3,499,000
Number of returns with educator expenses 160
Educator expenses amount $42,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $422,000
Number of returns with self-employment health insurance deduction 110
Self-employment health insurance deduction amount $995,000
Number of returns with IRA payments 100
IRA payments amount $561,000
Number of returns with student loan interest deduction 260
Student loan interest deduction amount $286,000
Number of returns with tuition and fees deduction 80
Tuition and fees deduction amount $127,000
Returns with domestic production activities deduction 70
Domestic production activities deduction amount $159,000
Number of returns with itemized deductions 1,190
Total itemized deductions amount $27,828,000
Amount of AGI for itemized returns $161,254,000
Number of returns with State and local income taxes 1,160
State and local income taxes amount $7,792,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $99,000
Number of returns with real estate taxes 1,150
Real estate taxes amount $5,189,000
Number of returns with taxes paid 1,190
Taxes paid amount $13,781,000
Number of returns with mortgage interest paid 910
Mortgage interest paid amount $5,298,000
Number of returns with contributions 1,060
Contributions amount $5,700,000
Number of returns with taxable income 1,660
Taxable income amount $163,235,000
Number of returns with income tax before credits 1,660
Income tax before credits amount $26,580,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 930
Total tax credits amount $1,339,000
Number of returns with foreign tax credit 270
Foreign tax credit amount $26,000
Number of returns with child and dependent care credit 280
Child and dependent care credit amount $145,000
Number of returns with nonrefundable education credit 210
Nonrefundable education credit amount $270,000
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 $767,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $10,000
Number of returns with self-employment tax 280
Self-employment tax amount $1,012,000
Number of returns with total tax payments 1,640
Total tax payments amount $27,948,000
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 $170,000
Number of returns with income tax 1,660
Income tax amount [10] $25,240,000
Number of returns with tax liability 1,660
Total tax liability amount [11] $26,532,000
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] $2,986,000
Number of returns with overpayments refunded 980
Overpayments refunded amount [13] $3,858,000
Number of returns with credit to next year’s estimated tax 130
Credited to next year’s estimated tax amount $523,000

Adjusted Gross Income: $200,000 or more

Number of returns 390
Number of single returns 30
Number of joint returns 360
Number of head of household returns 0
Number of returns with paid preparer's signature 360
Number of exemptions 1,200
Number of dependents 450
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] 150
Adjust gross income (AGI) [5] $160,966,000
Number of returns with total income 390
Salaries and wages amount $165,465,000
Number of returns with salaries and wages 350
Salaries and wages amount $80,157
Number of returns with taxable interest 340
Taxable interest amount $2,413
Number of returns with ordinary dividends 270
Ordinary dividends amount $6,482,000
Number of returns with qualified dividends 260
Qualified dividends amount [6] $5,228
Number of returns with state and local income tax refunds 120
State and local income tax refunds amount $626
Number of returns with business or professional net income (less loss) 130
Business or professional net income (less loss) amount $10,714,000
Number of returns with net capital gain (less loss) 270
Net capital gain (less loss) amount $14,080,000
Number of returns with taxable individual retirement arrangements distributions 80
Taxable individual retirement arrangements distributions amount $3,105,000
Number of returns with taxable pensions and annuities 70
Taxable pensions and annuities amount $2,477,000
Number of farm returns 40
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 90
Taxable Social Security benefits amount $2,438,000
Number of returns with partnership/S-corp net income (less loss) 240
Partnership/S-corp net income (less loss) amount $35,837,000
Number of returns with total statutory adjustments 230
Total statutory adjustments amount $4,499,000
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 $1,091,000
Number of returns with self-employment health insurance deduction 100
Self-employment health insurance deduction amount $1,591,000
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 60
Domestic production activities deduction amount $754,000
Number of returns with itemized deductions 380
Total itemized deductions amount $24,527,000
Amount of AGI for itemized returns $158,254,000
Number of returns with State and local income taxes 370
State and local income taxes amount $11,786,000
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 370
Real estate taxes amount $2,926,000
Number of returns with taxes paid 380
Taxes paid amount $15,071,000
Number of returns with mortgage interest paid 230
Mortgage interest paid amount $2,003,000
Number of returns with contributions 360
Contributions amount $7,947,000
Number of returns with taxable income 390
Taxable income amount $133,707,000
Number of returns with income tax before credits 390
Income tax before credits amount $36,010,000
Number of returns with alternative minimum tax 260
Alternative minimum tax amount $1,963,000
Number of returns with total tax credits 200
Total tax credits amount $139,000
Number of returns with foreign tax credit 160
Foreign tax credit amount $43,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $16,000
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 120
Self-employment tax amount $984,000
Number of returns with total tax payments 390
Total tax payments amount $37,481,000
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 390
Income tax amount [10] $35,799,000
Number of returns with tax liability 390
Total tax liability amount [11] $37,660,000
Number of returns with net investment income tax 240
Net investment income tax $548,000
Number of returns with tax due at time of filing 210
Tax due at time of filing amount [12] $5,405,000
Number of returns with overpayments refunded 120
Overpayments refunded amount [13] $2,860,000
Number of returns with credit to next year’s estimated tax 90
Credited to next year’s estimated tax amount $2,306,000

[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.