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ZIP Code Database - Facts & Stats

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ZIP Code 70809 Income Tax Stats

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

ZIP Code 70809 Data

Zip Code:70809
City:Baton Rouge
State:LA [Louisiana]
Counties/Parishes: EAST BATON ROUGE, LA
City Alias(es):Baton Rouge
Area Code:225
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





70809 Income Tax Overview

Total Number of Tax Returns for ZIP Code 70809 [1] 11,840
Total Number of Single Tax Returns for ZIP Code 70809 3,070
Total Number of Joint Tax Returns for ZIP Code 70809 3,990
Total Number of Dependents for ZIP Code 70809 5,710
Total Adjusted Gross Income for ZIP Code 70809 $1,338,363,000
Average Income per Person for ZIP Code 70809 $53,428
Average Income per Household for ZIP Code 70809 $113,037

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 3,210
Number of single returns 2,420
Number of joint returns 240
Number of head of household returns 520
Number of returns with paid preparer's signature 1,370
Number of exemptions 3,910
Number of dependents 1,110
Total number of volunteer prepared returns [5] 100
Number of volunteer income tax assistance (VITA) prepared returns [3] 60
Number of tax counseling for the elderly (TCE) prepared returns [3] 40
Number of volunteer prepared returns with Earned Income Credit 20
Number of refund anticipation check returns [3] 610
Number of elderly returns [4] 590
Adjust gross income (AGI) [5] $40,424,000
Number of returns with total income 3,210
Salaries and wages amount $41,390,000
Number of returns with salaries and wages 2,420
Salaries and wages amount $31,504
Number of returns with taxable interest 550
Taxable interest amount $358
Number of returns with ordinary dividends 440
Ordinary dividends amount $847,000
Number of returns with qualified dividends 410
Qualified dividends amount [6] $574
Number of returns with state and local income tax refunds 50
State and local income tax refunds amount $28
Number of returns with business or professional net income (less loss) 640
Business or professional net income (less loss) amount $3,105,000
Number of returns with net capital gain (less loss) 370
Net capital gain (less loss) amount $630,000
Number of returns with taxable individual retirement arrangements distributions 220
Taxable individual retirement arrangements distributions amount $1,369,000
Number of returns with taxable pensions and annuities 360
Taxable pensions and annuities amount $3,246,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $159,000
Number of returns with taxable Social Security benefits 140
Taxable Social Security benefits amount $303,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount ($180,000)
Number of returns with total statutory adjustments 680
Total statutory adjustments amount $966,000
Number of returns with educator expenses 30
Educator expenses amount $6,000
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 $233,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 120
Student loan interest deduction amount $96,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $171,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 250
Total itemized deductions amount $4,151,000
Amount of AGI for itemized returns $3,760,000
Number of returns with State and local income taxes 110
State and local income taxes amount $161,000
Number of returns with State and local general sales tax 110
State and local general sales tax amount $101,000
Number of returns with real estate taxes 140
Real estate taxes amount $306,000
Number of returns with taxes paid 240
Taxes paid amount $589,000
Number of returns with mortgage interest paid 110
Mortgage interest paid amount $782,000
Number of returns with contributions 160
Contributions amount $357,000
Number of returns with taxable income 1,550
Taxable income amount $9,935,000
Number of returns with income tax before credits 1,490
Income tax before credits amount $1,070,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 450
Total tax credits amount $175,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $7,000
Number of returns with nonrefundable education credit 200
Nonrefundable education credit amount $121,000
Number of returns with retirement savings contribution credit 120
Retirement savings contribution credit amount $18,000
Number of returns with child tax credit 70
Child tax credit amount $24,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 480
Self-employment tax amount $678,000
Number of returns with total tax payments 2,780
Total tax payments amount $6,371,000
Number of returns with earned income credit 950
Earned income credit amount [8] $2,465,000
Number of returns with excess earned income credit 840
Excess earned income credit (refundable) amount [9] $2,126,000
Number of returns with additional child tax credit 520
Additional child tax credit amount $668,000
Number of returns with refundable education credit 280
Refundable education credit amount $268,000
Number of returns with income tax 1,230
Income tax amount [10] $895,000
Number of returns with tax liability 1,640
Total tax liability amount [11] $1,631,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 410
Tax due at time of filing amount [12] $360,000
Number of returns with overpayments refunded 2,530
Overpayments refunded amount [13] $4,967,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $92,000

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

Number of returns 2,690
Number of single returns 1,800
Number of joint returns 360
Number of head of household returns 460
Number of returns with paid preparer's signature 1,030
Number of exemptions 4,000
Number of dependents 970
Total number of volunteer prepared returns [5] 90
Number of volunteer income tax assistance (VITA) prepared returns [3] 60
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] 490
Number of elderly returns [4] 600
Adjust gross income (AGI) [5] $99,557,000
Number of returns with total income 2,690
Salaries and wages amount $101,126,000
Number of returns with salaries and wages 2,240
Salaries and wages amount $80,655
Number of returns with taxable interest 640
Taxable interest amount $396
Number of returns with ordinary dividends 420
Ordinary dividends amount $1,399,000
Number of returns with qualified dividends 390
Qualified dividends amount [6] $947
Number of returns with state and local income tax refunds 170
State and local income tax refunds amount $92
Number of returns with business or professional net income (less loss) 390
Business or professional net income (less loss) amount $2,066,000
Number of returns with net capital gain (less loss) 360
Net capital gain (less loss) amount $562,000
Number of returns with taxable individual retirement arrangements distributions 270
Taxable individual retirement arrangements distributions amount $2,854,000
Number of returns with taxable pensions and annuities 480
Taxable pensions and annuities amount $9,371,000
Number of farm returns 30
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $118,000
Number of returns with taxable Social Security benefits 390
Taxable Social Security benefits amount $2,697,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $628,000
Number of returns with total statutory adjustments 800
Total statutory adjustments amount $1,569,000
Number of returns with educator expenses 100
Educator expenses amount $23,000
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $219,000
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $299,000
Number of returns with IRA payments 60
IRA payments amount $228,000
Number of returns with student loan interest deduction 430
Student loan interest deduction amount $486,000
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 530
Total itemized deductions amount $9,482,000
Amount of AGI for itemized returns $20,675,000
Number of returns with State and local income taxes 370
State and local income taxes amount $559,000
Number of returns with State and local general sales tax 140
State and local general sales tax amount $197,000
Number of returns with real estate taxes 300
Real estate taxes amount $626,000
Number of returns with taxes paid 530
Taxes paid amount $1,601,000
Number of returns with mortgage interest paid 270
Mortgage interest paid amount $1,659,000
Number of returns with contributions 390
Contributions amount $1,329,000
Number of returns with taxable income 2,600
Taxable income amount $57,705,000
Number of returns with income tax before credits 2,580
Income tax before credits amount $7,261,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 870
Total tax credits amount $704,000
Number of returns with foreign tax credit 100
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 130
Child and dependent care credit amount $75,000
Number of returns with nonrefundable education credit 240
Nonrefundable education credit amount $258,000
Number of returns with retirement savings contribution credit 280
Retirement savings contribution credit amount $46,000
Number of returns with child tax credit 360
Child tax credit amount $314,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $14,000
Number of returns with self-employment tax 240
Self-employment tax amount $588,000
Number of returns with total tax payments 2,600
Total tax payments amount $11,341,000
Number of returns with earned income credit 400
Earned income credit amount [8] $761,000
Number of returns with excess earned income credit 320
Excess earned income credit (refundable) amount [9] $598,000
Number of returns with additional child tax credit 270
Additional child tax credit amount $364,000
Number of returns with refundable education credit 130
Refundable education credit amount $126,000
Number of returns with income tax 2,300
Income tax amount [10] $6,557,000
Number of returns with tax liability 2,380
Total tax liability amount [11] $7,248,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 500
Tax due at time of filing amount [12] $746,000
Number of returns with overpayments refunded 2,140
Overpayments refunded amount [13] $4,620,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $124,000

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

Number of returns 1,660
Number of single returns 1,020
Number of joint returns 420
Number of head of household returns 190
Number of returns with paid preparer's signature 770
Number of exemptions 2,650
Number of dependents 560
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] 240
Number of elderly returns [4] 520
Adjust gross income (AGI) [5] $101,915,000
Number of returns with total income 1,660
Salaries and wages amount $103,265,000
Number of returns with salaries and wages 1,350
Salaries and wages amount $74,874
Number of returns with taxable interest 600
Taxable interest amount $553
Number of returns with ordinary dividends 400
Ordinary dividends amount $1,813,000
Number of returns with qualified dividends 380
Qualified dividends amount [6] $1,310
Number of returns with state and local income tax refunds 260
State and local income tax refunds amount $182
Number of returns with business or professional net income (less loss) 270
Business or professional net income (less loss) amount $2,753,000
Number of returns with net capital gain (less loss) 350
Net capital gain (less loss) amount $1,382,000
Number of returns with taxable individual retirement arrangements distributions 230
Taxable individual retirement arrangements distributions amount $2,786,000
Number of returns with taxable pensions and annuities 410
Taxable pensions and annuities amount $11,683,000
Number of farm returns 0
Number of returns with unemployment compensation 20
Unemployment compensation amount [7] $52,000
Number of returns with taxable Social Security benefits 340
Taxable Social Security benefits amount $4,896,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $1,514,000
Number of returns with total statutory adjustments 550
Total statutory adjustments amount $1,350,000
Number of returns with educator expenses 40
Educator expenses amount $9,000
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 $306,000
Number of returns with IRA payments 50
IRA payments amount $217,000
Number of returns with student loan interest deduction 250
Student loan interest deduction amount $281,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $49,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 610
Total itemized deductions amount $11,236,000
Amount of AGI for itemized returns $37,428,000
Number of returns with State and local income taxes 450
State and local income taxes amount $1,500,000
Number of returns with State and local general sales tax 140
State and local general sales tax amount $260,000
Number of returns with real estate taxes 420
Real estate taxes amount $955,000
Number of returns with taxes paid 600
Taxes paid amount $2,842,000
Number of returns with mortgage interest paid 390
Mortgage interest paid amount $2,358,000
Number of returns with contributions 470
Contributions amount $1,914,000
Number of returns with taxable income 1,650
Taxable income amount $71,161,000
Number of returns with income tax before credits 1,640
Income tax before credits amount $10,480,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 470
Total tax credits amount $532,000
Number of returns with foreign tax credit 140
Foreign tax credit amount $8,000
Number of returns with child and dependent care credit 80
Child and dependent care credit amount $41,000
Number of returns with nonrefundable education credit 100
Nonrefundable education credit amount $133,000
Number of returns with retirement savings contribution credit 40
Retirement savings contribution credit amount $7,000
Number of returns with child tax credit 240
Child tax credit amount $335,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 200
Self-employment tax amount $570,000
Number of returns with total tax payments 1,630
Total tax payments amount $12,510,000
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 50
Additional child tax credit amount $53,000
Number of returns with refundable education credit 60
Refundable education credit amount $54,000
Number of returns with income tax 1,610
Income tax amount [10] $9,948,000
Number of returns with tax liability 1,620
Total tax liability amount [11] $10,609,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 460
Tax due at time of filing amount [12] $1,203,000
Number of returns with overpayments refunded 1,170
Overpayments refunded amount [13] $2,871,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $202,000

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

Number of returns 1,100
Number of single returns 480
Number of joint returns 530
Number of head of household returns 70
Number of returns with paid preparer's signature 580
Number of exemptions 2,110
Number of dependents 490
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] 410
Adjust gross income (AGI) [5] $95,156,000
Number of returns with total income 1,100
Salaries and wages amount $96,510,000
Number of returns with salaries and wages 880
Salaries and wages amount $66,275
Number of returns with taxable interest 510
Taxable interest amount $966
Number of returns with ordinary dividends 380
Ordinary dividends amount $2,184,000
Number of returns with qualified dividends 360
Qualified dividends amount [6] $1,668
Number of returns with state and local income tax refunds 270
State and local income tax refunds amount $207
Number of returns with business or professional net income (less loss) 210
Business or professional net income (less loss) amount $3,042,000
Number of returns with net capital gain (less loss) 350
Net capital gain (less loss) amount $1,817,000
Number of returns with taxable individual retirement arrangements distributions 220
Taxable individual retirement arrangements distributions amount $4,643,000
Number of returns with taxable pensions and annuities 300
Taxable pensions and annuities amount $9,856,000
Number of farm returns 0
Number of returns with unemployment compensation 20
Unemployment compensation amount [7] $60,000
Number of returns with taxable Social Security benefits 290
Taxable Social Security benefits amount $5,545,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $1,541,000
Number of returns with total statutory adjustments 340
Total statutory adjustments amount $1,354,000
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 50
Self-employment health insurance deduction amount $343,000
Number of returns with IRA payments 30
IRA payments amount $189,000
Number of returns with student loan interest deduction 110
Student loan interest deduction amount $121,000
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 530
Total itemized deductions amount $10,846,000
Amount of AGI for itemized returns $46,371,000
Number of returns with State and local income taxes 430
State and local income taxes amount $1,316,000
Number of returns with State and local general sales tax 100
State and local general sales tax amount $255,000
Number of returns with real estate taxes 430
Real estate taxes amount $1,176,000
Number of returns with taxes paid 530
Taxes paid amount $2,808,000
Number of returns with mortgage interest paid 370
Mortgage interest paid amount $2,552,000
Number of returns with contributions 420
Contributions amount $1,994,000
Number of returns with taxable income 1,090
Taxable income amount $70,124,000
Number of returns with income tax before credits 1,090
Income tax before credits amount $11,130,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 390
Total tax credits amount $473,000
Number of returns with foreign tax credit 150
Foreign tax credit amount $38,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $39,000
Number of returns with nonrefundable education credit 60
Nonrefundable education credit amount $85,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 200
Child tax credit amount $289,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 170
Self-employment tax amount $572,000
Number of returns with total tax payments 1,070
Total tax payments amount $12,300,000
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 50
Refundable education credit amount $41,000
Number of returns with income tax 1,080
Income tax amount [10] $10,658,000
Number of returns with tax liability 1,090
Total tax liability amount [11] $11,317,000
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] $1,368,000
Number of returns with overpayments refunded 670
Overpayments refunded amount [13] $2,085,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $234,000

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

Number of returns 1,900
Number of single returns 430
Number of joint returns 1,360
Number of head of household returns 70
Number of returns with paid preparer's signature 1,090
Number of exemptions 4,510
Number of dependents 1,260
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] 760
Adjust gross income (AGI) [5] $262,644,000
Number of returns with total income 1,900
Salaries and wages amount $266,158,000
Number of returns with salaries and wages 1,580
Salaries and wages amount $176,532
Number of returns with taxable interest 1,200
Taxable interest amount $1,870
Number of returns with ordinary dividends 890
Ordinary dividends amount $7,801,000
Number of returns with qualified dividends 850
Qualified dividends amount [6] $5,997
Number of returns with state and local income tax refunds 750
State and local income tax refunds amount $956
Number of returns with business or professional net income (less loss) 440
Business or professional net income (less loss) amount $9,155,000
Number of returns with net capital gain (less loss) 840
Net capital gain (less loss) amount $8,492,000
Number of returns with taxable individual retirement arrangements distributions 470
Taxable individual retirement arrangements distributions amount $14,242,000
Number of returns with taxable pensions and annuities 570
Taxable pensions and annuities amount $23,830,000
Number of farm returns 0
Number of returns with unemployment compensation 20
Unemployment compensation amount [7] $117,000
Number of returns with taxable Social Security benefits 510
Taxable Social Security benefits amount $11,845,000
Number of returns with partnership/S-corp net income (less loss) 350
Partnership/S-corp net income (less loss) amount $8,926,000
Number of returns with total statutory adjustments 640
Total statutory adjustments amount $3,514,000
Number of returns with educator expenses 80
Educator expenses amount $21,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $566,000
Number of returns with self-employment health insurance deduction 110
Self-employment health insurance deduction amount $864,000
Number of returns with IRA payments 70
IRA payments amount $436,000
Number of returns with student loan interest deduction 150
Student loan interest deduction amount $175,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $55,000
Returns with domestic production activities deduction 40
Domestic production activities deduction amount $132,000
Number of returns with itemized deductions 1,270
Total itemized deductions amount $31,207,000
Amount of AGI for itemized returns $180,078,000
Number of returns with State and local income taxes 1,090
State and local income taxes amount $5,850,000
Number of returns with State and local general sales tax 150
State and local general sales tax amount $440,000
Number of returns with real estate taxes 1,140
Real estate taxes amount $4,270,000
Number of returns with taxes paid 1,260
Taxes paid amount $10,849,000
Number of returns with mortgage interest paid 960
Mortgage interest paid amount $8,113,000
Number of returns with contributions 1,130
Contributions amount $6,506,000
Number of returns with taxable income 1,900
Taxable income amount $205,564,000
Number of returns with income tax before credits 1,890
Income tax before credits amount $36,460,000
Number of returns with alternative minimum tax 40
Alternative minimum tax amount $43,000
Number of returns with total tax credits 800
Total tax credits amount $789,000
Number of returns with foreign tax credit 390
Foreign tax credit amount $89,000
Number of returns with child and dependent care credit 200
Child and dependent care credit amount $115,000
Number of returns with nonrefundable education credit 110
Nonrefundable education credit amount $155,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 270
Child tax credit amount $311,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $16,000
Number of returns with self-employment tax 320
Self-employment tax amount $1,667,000
Number of returns with total tax payments 1,880
Total tax payments amount $38,646,000
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 1,880
Income tax amount [10] $35,671,000
Number of returns with tax liability 1,890
Total tax liability amount [11] $37,553,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 770
Tax due at time of filing amount [12] $4,380,000
Number of returns with overpayments refunded 1,010
Overpayments refunded amount [13] $4,402,000
Number of returns with credit to next year’s estimated tax 150
Credited to next year’s estimated tax amount $1,026,000

Adjusted Gross Income: $200,000 or more

Number of returns 1,280
Number of single returns 160
Number of joint returns 1,080
Number of head of household returns 30
Number of returns with paid preparer's signature 990
Number of exemptions 3,680
Number of dependents 1,320
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] 490
Adjust gross income (AGI) [5] $738,667,000
Number of returns with total income 1,280
Salaries and wages amount $752,995,000
Number of returns with salaries and wages 1,080
Salaries and wages amount $291,894
Number of returns with taxable interest 1,060
Taxable interest amount $6,337
Number of returns with ordinary dividends 920
Ordinary dividends amount $26,261,000
Number of returns with qualified dividends 880
Qualified dividends amount [6] $18,192
Number of returns with state and local income tax refunds 680
State and local income tax refunds amount $2,810
Number of returns with business or professional net income (less loss) 400
Business or professional net income (less loss) amount $37,084,000
Number of returns with net capital gain (less loss) 900
Net capital gain (less loss) amount $109,954,000
Number of returns with taxable individual retirement arrangements distributions 280
Taxable individual retirement arrangements distributions amount $13,290,000
Number of returns with taxable pensions and annuities 270
Taxable pensions and annuities amount $12,878,000
Number of farm returns 20
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 280
Taxable Social Security benefits amount $7,501,000
Number of returns with partnership/S-corp net income (less loss) 670
Partnership/S-corp net income (less loss) amount $226,561,000
Number of returns with total statutory adjustments 650
Total statutory adjustments amount $14,328,000
Number of returns with educator expenses 20
Educator expenses amount $6,000
Number of returns with self-employment retirement plans 130
Self-employment retirement plans amount $4,741,000
Number of returns with self-employment health insurance deduction 280
Self-employment health insurance deduction amount $3,575,000
Number of returns with IRA payments 30
IRA payments amount $296,000
Number of returns with student loan interest deduction 0
Student loan interest deduction amount $0
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 70
Domestic production activities deduction amount $1,810,000
Number of returns with itemized deductions 1,210
Total itemized deductions amount $77,727,000
Amount of AGI for itemized returns $709,399,000
Number of returns with State and local income taxes 1,160
State and local income taxes amount $29,526,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $181,000
Number of returns with real estate taxes 1,150
Real estate taxes amount $8,705,000
Number of returns with taxes paid 1,210
Taxes paid amount $38,693,000
Number of returns with mortgage interest paid 900
Mortgage interest paid amount $12,162,000
Number of returns with contributions 1,150
Contributions amount $25,975,000
Number of returns with taxable income 1,280
Taxable income amount $651,903,000
Number of returns with income tax before credits 1,280
Income tax before credits amount $184,569,000
Number of returns with alternative minimum tax 530
Alternative minimum tax amount $3,184,000
Number of returns with total tax credits 630
Total tax credits amount $1,599,000
Number of returns with foreign tax credit 490
Foreign tax credit amount $732,000
Number of returns with child and dependent care credit 140
Child and dependent care credit amount $93,000
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 440
Self-employment tax amount $5,386,000
Number of returns with total tax payments 1,260
Total tax payments amount $190,281,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 0
Refundable education credit amount $0
Number of returns with income tax 1,280
Income tax amount [10] $182,970,000
Number of returns with tax liability 1,280
Total tax liability amount [11] $193,055,000
Number of returns with net investment income tax 830
Net investment income tax $3,128,000
Number of returns with tax due at time of filing 670
Tax due at time of filing amount [12] $22,364,000
Number of returns with overpayments refunded 360
Overpayments refunded amount [13] $4,921,000
Number of returns with credit to next year’s estimated tax 270
Credited to next year’s estimated tax amount $14,257,000

[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.