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ZIP Code Database - Facts & Stats

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ZIP Code 80228 Income Tax Stats

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

ZIP Code 80228 Data

Zip Code:80228
City:Denver
State:CO [Colorado]
Counties: JEFFERSON, CO
City Alias(es):Denver
Area Code:303 / 720
Time Zone: Mountain (GMT -07:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


80228 Income Tax Overview

Total Number of Tax Returns for ZIP Code 80228 [1] 18,480
Total Number of Single Tax Returns for ZIP Code 80228 5,770
Total Number of Joint Tax Returns for ZIP Code 80228 6,940
Total Number of Dependents for ZIP Code 80228 7,780
Total Adjusted Gross Income for ZIP Code 80228 $1,621,733,000
Average Income per Person for ZIP Code 80228 $53,810
Average Income per Household for ZIP Code 80228 $87,756

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 4,690
Number of single returns 3,950
Number of joint returns 350
Number of head of household returns 310
Number of returns with paid preparer's signature 1,550
Number of exemptions 4,620
Number of dependents 730
Total number of volunteer prepared returns [5] 130
Number of volunteer income tax assistance (VITA) prepared returns [3] 50
Number of tax counseling for the elderly (TCE) prepared returns [3] 80
Number of volunteer prepared returns with Earned Income Credit 30
Number of refund anticipation check returns [3] 590
Number of elderly returns [4] 840
Adjust gross income (AGI) [5] $57,670,000
Number of returns with total income 4,690
Salaries and wages amount $59,097,000
Number of returns with salaries and wages 3,660
Salaries and wages amount $44,353
Number of returns with taxable interest 840
Taxable interest amount $377
Number of returns with ordinary dividends 630
Ordinary dividends amount $1,076,000
Number of returns with qualified dividends 590
Qualified dividends amount [6] $704
Number of returns with state and local income tax refunds 80
State and local income tax refunds amount $42
Number of returns with business or professional net income (less loss) 710
Business or professional net income (less loss) amount $4,628,000
Number of returns with net capital gain (less loss) 580
Net capital gain (less loss) amount $1,001,000
Number of returns with taxable individual retirement arrangements distributions 360
Taxable individual retirement arrangements distributions amount $2,510,000
Number of returns with taxable pensions and annuities 520
Taxable pensions and annuities amount $4,409,000
Number of farm returns 0
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $297,000
Number of returns with taxable Social Security benefits 250
Taxable Social Security benefits amount $516,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount ($305,000)
Number of returns with total statutory adjustments 970
Total statutory adjustments amount $1,427,000
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 90
Self-employment health insurance deduction amount $241,000
Number of returns with IRA payments 40
IRA payments amount $129,000
Number of returns with student loan interest deduction 290
Student loan interest deduction amount $252,000
Number of returns with tuition and fees deduction 80
Tuition and fees deduction amount $220,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 330
Total itemized deductions amount $5,091,000
Amount of AGI for itemized returns $4,978,000
Number of returns with State and local income taxes 150
State and local income taxes amount $192,000
Number of returns with State and local general sales tax 130
State and local general sales tax amount $79,000
Number of returns with real estate taxes 250
Real estate taxes amount $499,000
Number of returns with taxes paid 320
Taxes paid amount $974,000
Number of returns with mortgage interest paid 200
Mortgage interest paid amount $1,471,000
Number of returns with contributions 220
Contributions amount $453,000
Number of returns with taxable income 2,500
Taxable income amount $16,500,000
Number of returns with income tax before credits 2,410
Income tax before credits amount $1,730,000
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 $255,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 270
Nonrefundable education credit amount $181,000
Number of returns with retirement savings contribution credit 230
Retirement savings contribution credit amount $38,000
Number of returns with child tax credit 70
Child tax credit amount $25,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $9,000
Number of returns with self-employment tax 600
Self-employment tax amount $773,000
Number of returns with total tax payments 4,090
Total tax payments amount $6,761,000
Number of returns with earned income credit 1,020
Earned income credit amount [8] $1,644,000
Number of returns with excess earned income credit 800
Excess earned income credit (refundable) amount [9] $1,379,000
Number of returns with additional child tax credit 360
Additional child tax credit amount $417,000
Number of returns with refundable education credit 270
Refundable education credit amount $238,000
Number of returns with income tax 2,080
Income tax amount [10] $1,475,000
Number of returns with tax liability 2,540
Total tax liability amount [11] $2,353,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 640
Tax due at time of filing amount [12] $531,000
Number of returns with overpayments refunded 3,660
Overpayments refunded amount [13] $4,855,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $79,000

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

Number of returns 3,980
Number of single returns 2,860
Number of joint returns 570
Number of head of household returns 460
Number of returns with paid preparer's signature 1,320
Number of exemptions 5,640
Number of dependents 1,110
Total number of volunteer prepared returns [5] 100
Number of volunteer income tax assistance (VITA) prepared returns [3] 40
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] 700
Number of elderly returns [4] 750
Adjust gross income (AGI) [5] $147,386,000
Number of returns with total income 3,980
Salaries and wages amount $149,986,000
Number of returns with salaries and wages 3,410
Salaries and wages amount $119,766
Number of returns with taxable interest 860
Taxable interest amount $637
Number of returns with ordinary dividends 590
Ordinary dividends amount $1,472,000
Number of returns with qualified dividends 540
Qualified dividends amount [6] $942
Number of returns with state and local income tax refunds 250
State and local income tax refunds amount $127
Number of returns with business or professional net income (less loss) 520
Business or professional net income (less loss) amount $5,601,000
Number of returns with net capital gain (less loss) 520
Net capital gain (less loss) amount $1,425,000
Number of returns with taxable individual retirement arrangements distributions 380
Taxable individual retirement arrangements distributions amount $4,123,000
Number of returns with taxable pensions and annuities 590
Taxable pensions and annuities amount $10,577,000
Number of farm returns 0
Number of returns with unemployment compensation 120
Unemployment compensation amount [7] $662,000
Number of returns with taxable Social Security benefits 530
Taxable Social Security benefits amount $3,727,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $900,000
Number of returns with total statutory adjustments 1,200
Total statutory adjustments amount $2,600,000
Number of returns with educator expenses 90
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 100
Self-employment health insurance deduction amount $422,000
Number of returns with IRA payments 90
IRA payments amount $388,000
Number of returns with student loan interest deduction 660
Student loan interest deduction amount $699,000
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 700
Total itemized deductions amount $11,085,000
Amount of AGI for itemized returns $27,202,000
Number of returns with State and local income taxes 510
State and local income taxes amount $835,000
Number of returns with State and local general sales tax 160
State and local general sales tax amount $183,000
Number of returns with real estate taxes 550
Real estate taxes amount $1,151,000
Number of returns with taxes paid 700
Taxes paid amount $2,481,000
Number of returns with mortgage interest paid 480
Mortgage interest paid amount $3,352,000
Number of returns with contributions 500
Contributions amount $994,000
Number of returns with taxable income 3,900
Taxable income amount $89,243,000
Number of returns with income tax before credits 3,870
Income tax before credits amount $11,308,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,190
Total tax credits amount $947,000
Number of returns with foreign tax credit 150
Foreign tax credit amount $11,000
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $55,000
Number of returns with nonrefundable education credit 310
Nonrefundable education credit amount $329,000
Number of returns with retirement savings contribution credit 410
Retirement savings contribution credit amount $67,000
Number of returns with child tax credit 480
Child tax credit amount $453,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 400
Self-employment tax amount $942,000
Number of returns with total tax payments 3,870
Total tax payments amount $16,308,000
Number of returns with earned income credit 470
Earned income credit amount [8] $857,000
Number of returns with excess earned income credit 340
Excess earned income credit (refundable) amount [9] $657,000
Number of returns with additional child tax credit 290
Additional child tax credit amount $373,000
Number of returns with refundable education credit 170
Refundable education credit amount $146,000
Number of returns with income tax 3,550
Income tax amount [10] $10,361,000
Number of returns with tax liability 3,660
Total tax liability amount [11] $11,468,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 760
Tax due at time of filing amount [12] $1,184,000
Number of returns with overpayments refunded 3,150
Overpayments refunded amount [13] $5,870,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $104,000

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

Number of returns 2,730
Number of single returns 1,590
Number of joint returns 820
Number of head of household returns 240
Number of returns with paid preparer's signature 1,110
Number of exemptions 4,440
Number of dependents 900
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] 300
Number of elderly returns [4] 790
Adjust gross income (AGI) [5] $168,894,000
Number of returns with total income 2,730
Salaries and wages amount $171,561,000
Number of returns with salaries and wages 2,230
Salaries and wages amount $125,725
Number of returns with taxable interest 970
Taxable interest amount $622
Number of returns with ordinary dividends 640
Ordinary dividends amount $1,931,000
Number of returns with qualified dividends 590
Qualified dividends amount [6] $1,326
Number of returns with state and local income tax refunds 530
State and local income tax refunds amount $310
Number of returns with business or professional net income (less loss) 400
Business or professional net income (less loss) amount $4,984,000
Number of returns with net capital gain (less loss) 570
Net capital gain (less loss) amount $2,055,000
Number of returns with taxable individual retirement arrangements distributions 420
Taxable individual retirement arrangements distributions amount $6,124,000
Number of returns with taxable pensions and annuities 680
Taxable pensions and annuities amount $19,462,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $343,000
Number of returns with taxable Social Security benefits 530
Taxable Social Security benefits amount $7,594,000
Number of returns with partnership/S-corp net income (less loss) 140
Partnership/S-corp net income (less loss) amount $1,407,000
Number of returns with total statutory adjustments 930
Total statutory adjustments amount $2,667,000
Number of returns with educator expenses 70
Educator expenses amount $17,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $452,000
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $454,000
Number of returns with IRA payments 90
IRA payments amount $397,000
Number of returns with student loan interest deduction 480
Student loan interest deduction amount $566,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $64,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,030
Total itemized deductions amount $17,213,000
Amount of AGI for itemized returns $65,144,000
Number of returns with State and local income taxes 910
State and local income taxes amount $2,236,000
Number of returns with State and local general sales tax 110
State and local general sales tax amount $165,000
Number of returns with real estate taxes 890
Real estate taxes amount $1,910,000
Number of returns with taxes paid 1,030
Taxes paid amount $4,681,000
Number of returns with mortgage interest paid 830
Mortgage interest paid amount $6,236,000
Number of returns with contributions 810
Contributions amount $1,803,000
Number of returns with taxable income 2,710
Taxable income amount $118,656,000
Number of returns with income tax before credits 2,700
Income tax before credits amount $17,559,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 800
Total tax credits amount $905,000
Number of returns with foreign tax credit 220
Foreign tax credit amount $15,000
Number of returns with child and dependent care credit 80
Child and dependent care credit amount $35,000
Number of returns with nonrefundable education credit 120
Nonrefundable education credit amount $142,000
Number of returns with retirement savings contribution credit 100
Retirement savings contribution credit amount $19,000
Number of returns with child tax credit 430
Child tax credit amount $604,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $27,000
Number of returns with self-employment tax 290
Self-employment tax amount $880,000
Number of returns with total tax payments 2,690
Total tax payments amount $20,858,000
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 $75,000
Number of returns with refundable education credit 70
Refundable education credit amount $66,000
Number of returns with income tax 2,660
Income tax amount [10] $16,654,000
Number of returns with tax liability 2,670
Total tax liability amount [11] $17,649,000
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] $1,613,000
Number of returns with overpayments refunded 1,970
Overpayments refunded amount [13] $4,635,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $115,000

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

Number of returns 1,900
Number of single returns 710
Number of joint returns 1,020
Number of head of household returns 140
Number of returns with paid preparer's signature 850
Number of exemptions 3,810
Number of dependents 900
Total number of volunteer prepared returns [5] 20
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 20
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 150
Number of elderly returns [4] 700
Adjust gross income (AGI) [5] $164,987,000
Number of returns with total income 1,900
Salaries and wages amount $167,340,000
Number of returns with salaries and wages 1,530
Salaries and wages amount $113,474
Number of returns with taxable interest 960
Taxable interest amount $763
Number of returns with ordinary dividends 700
Ordinary dividends amount $2,588,000
Number of returns with qualified dividends 650
Qualified dividends amount [6] $1,771
Number of returns with state and local income tax refunds 570
State and local income tax refunds amount $361
Number of returns with business or professional net income (less loss) 330
Business or professional net income (less loss) amount $4,435,000
Number of returns with net capital gain (less loss) 620
Net capital gain (less loss) amount $2,973,000
Number of returns with taxable individual retirement arrangements distributions 390
Taxable individual retirement arrangements distributions amount $6,593,000
Number of returns with taxable pensions and annuities 610
Taxable pensions and annuities amount $23,551,000
Number of farm returns 40
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $296,000
Number of returns with taxable Social Security benefits 470
Taxable Social Security benefits amount $8,248,000
Number of returns with partnership/S-corp net income (less loss) 160
Partnership/S-corp net income (less loss) amount $2,184,000
Number of returns with total statutory adjustments 580
Total statutory adjustments amount $2,353,000
Number of returns with educator expenses 60
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 $481,000
Number of returns with IRA payments 70
IRA payments amount $396,000
Number of returns with student loan interest deduction 230
Student loan interest deduction amount $258,000
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 1,030
Total itemized deductions amount $20,152,000
Amount of AGI for itemized returns $90,413,000
Number of returns with State and local income taxes 950
State and local income taxes amount $3,109,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $145,000
Number of returns with real estate taxes 950
Real estate taxes amount $2,370,000
Number of returns with taxes paid 1,030
Taxes paid amount $5,985,000
Number of returns with mortgage interest paid 850
Mortgage interest paid amount $7,355,000
Number of returns with contributions 860
Contributions amount $2,483,000
Number of returns with taxable income 1,890
Taxable income amount $120,059,000
Number of returns with income tax before credits 1,880
Income tax before credits amount $18,603,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 720
Total tax credits amount $964,000
Number of returns with foreign tax credit 250
Foreign tax credit amount $27,000
Number of returns with child and dependent care credit 80
Child and dependent care credit amount $42,000
Number of returns with nonrefundable education credit 130
Nonrefundable education credit amount $174,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 380
Child tax credit amount $590,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $77,000
Number of returns with self-employment tax 250
Self-employment tax amount $787,000
Number of returns with total tax payments 1,870
Total tax payments amount $21,055,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 80
Refundable education credit amount $81,000
Number of returns with income tax 1,870
Income tax amount [10] $17,640,000
Number of returns with tax liability 1,880
Total tax liability amount [11] $18,548,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 580
Tax due at time of filing amount [12] $1,541,000
Number of returns with overpayments refunded 1,280
Overpayments refunded amount [13] $3,897,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $127,000

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

Number of returns 3,690
Number of single returns 630
Number of joint returns 2,870
Number of head of household returns 160
Number of returns with paid preparer's signature 1,800
Number of exemptions 9,220
Number of dependents 2,670
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] 170
Number of elderly returns [4] 1,160
Adjust gross income (AGI) [5] $512,596,000
Number of returns with total income 3,690
Salaries and wages amount $519,758,000
Number of returns with salaries and wages 3,200
Salaries and wages amount $375,364
Number of returns with taxable interest 2,180
Taxable interest amount $2,301
Number of returns with ordinary dividends 1,700
Ordinary dividends amount $8,947,000
Number of returns with qualified dividends 1,600
Qualified dividends amount [6] $6,560
Number of returns with state and local income tax refunds 1,620
State and local income tax refunds amount $1,263
Number of returns with business or professional net income (less loss) 750
Business or professional net income (less loss) amount $14,857,000
Number of returns with net capital gain (less loss) 1,550
Net capital gain (less loss) amount $13,440,000
Number of returns with taxable individual retirement arrangements distributions 680
Taxable individual retirement arrangements distributions amount $16,138,000
Number of returns with taxable pensions and annuities 1,040
Taxable pensions and annuities amount $51,040,000
Number of farm returns 0
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $456,000
Number of returns with taxable Social Security benefits 700
Taxable Social Security benefits amount $14,232,000
Number of returns with partnership/S-corp net income (less loss) 540
Partnership/S-corp net income (less loss) amount $15,028,000
Number of returns with total statutory adjustments 1,410
Total statutory adjustments amount $7,162,000
Number of returns with educator expenses 160
Educator expenses amount $40,000
Number of returns with self-employment retirement plans 70
Self-employment retirement plans amount $871,000
Number of returns with self-employment health insurance deduction 210
Self-employment health insurance deduction amount $1,634,000
Number of returns with IRA payments 140
IRA payments amount $698,000
Number of returns with student loan interest deduction 410
Student loan interest deduction amount $500,000
Number of returns with tuition and fees deduction 70
Tuition and fees deduction amount $144,000
Returns with domestic production activities deduction 50
Domestic production activities deduction amount $164,000
Number of returns with itemized deductions 2,860
Total itemized deductions amount $67,344,000
Amount of AGI for itemized returns $405,609,000
Number of returns with State and local income taxes 2,750
State and local income taxes amount $15,240,000
Number of returns with State and local general sales tax 90
State and local general sales tax amount $262,000
Number of returns with real estate taxes 2,720
Real estate taxes amount $8,883,000
Number of returns with taxes paid 2,860
Taxes paid amount $25,849,000
Number of returns with mortgage interest paid 2,490
Mortgage interest paid amount $24,451,000
Number of returns with contributions 2,540
Contributions amount $9,004,000
Number of returns with taxable income 3,690
Taxable income amount $397,514,000
Number of returns with income tax before credits 3,680
Income tax before credits amount $69,967,000
Number of returns with alternative minimum tax 70
Alternative minimum tax amount $132,000
Number of returns with total tax credits 1,640
Total tax credits amount $1,915,000
Number of returns with foreign tax credit 680
Foreign tax credit amount $190,000
Number of returns with child and dependent care credit 410
Child and dependent care credit amount $216,000
Number of returns with nonrefundable education credit 290
Nonrefundable education credit amount $418,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 530
Child tax credit amount $654,000
Number of returns with residential energy tax credit 130
Residential energy tax credit amount $173,000
Number of returns with self-employment tax 600
Self-employment tax amount $2,430,000
Number of returns with total tax payments 3,660
Total tax payments amount $73,493,000
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 250
Refundable education credit amount $249,000
Number of returns with income tax 3,670
Income tax amount [10] $68,051,000
Number of returns with tax liability 3,680
Total tax liability amount [11] $70,788,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,420
Tax due at time of filing amount [12] $6,355,000
Number of returns with overpayments refunded 2,140
Overpayments refunded amount [13] $8,295,000
Number of returns with credit to next year’s estimated tax 170
Credited to next year’s estimated tax amount $702,000

Adjusted Gross Income: $200,000 or more

Number of returns 1,490
Number of single returns 140
Number of joint returns 1,310
Number of head of household returns 30
Number of returns with paid preparer's signature 970
Number of exemptions 4,270
Number of dependents 1,470
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 30
Number of elderly returns [4] 360
Adjust gross income (AGI) [5] $570,200,000
Number of returns with total income 1,490
Salaries and wages amount $579,793,000
Number of returns with salaries and wages 1,360
Salaries and wages amount $343,637
Number of returns with taxable interest 1,170
Taxable interest amount $5,001
Number of returns with ordinary dividends 1,000
Ordinary dividends amount $16,854,000
Number of returns with qualified dividends 970
Qualified dividends amount [6] $13,629
Number of returns with state and local income tax refunds 720
State and local income tax refunds amount $1,594
Number of returns with business or professional net income (less loss) 350
Business or professional net income (less loss) amount $14,154,000
Number of returns with net capital gain (less loss) 1,010
Net capital gain (less loss) amount $58,569,000
Number of returns with taxable individual retirement arrangements distributions 210
Taxable individual retirement arrangements distributions amount $6,568,000
Number of returns with taxable pensions and annuities 280
Taxable pensions and annuities amount $13,369,000
Number of farm returns 0
Number of returns with unemployment compensation 20
Unemployment compensation amount [7] $121,000
Number of returns with taxable Social Security benefits 170
Taxable Social Security benefits amount $3,695,000
Number of returns with partnership/S-corp net income (less loss) 560
Partnership/S-corp net income (less loss) amount $103,215,000
Number of returns with total statutory adjustments 560
Total statutory adjustments amount $9,593,000
Number of returns with educator expenses 30
Educator expenses amount $8,000
Number of returns with self-employment retirement plans 80
Self-employment retirement plans amount $2,075,000
Number of returns with self-employment health insurance deduction 180
Self-employment health insurance deduction amount $2,127,000
Number of returns with IRA payments 30
IRA payments amount $244,000
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 60
Domestic production activities deduction amount $1,452,000
Number of returns with itemized deductions 1,430
Total itemized deductions amount $62,753,000
Amount of AGI for itemized returns $548,613,000
Number of returns with State and local income taxes 1,390
State and local income taxes amount $23,932,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $122,000
Number of returns with real estate taxes 1,370
Real estate taxes amount $7,969,000
Number of returns with taxes paid 1,430
Taxes paid amount $33,038,000
Number of returns with mortgage interest paid 1,200
Mortgage interest paid amount $16,184,000
Number of returns with contributions 1,330
Contributions amount $10,836,000
Number of returns with taxable income 1,490
Taxable income amount $494,134,000
Number of returns with income tax before credits 1,490
Income tax before credits amount $127,945,000
Number of returns with alternative minimum tax 720
Alternative minimum tax amount $3,107,000
Number of returns with total tax credits 690
Total tax credits amount $2,006,000
Number of returns with foreign tax credit 480
Foreign tax credit amount $860,000
Number of returns with child and dependent care credit 200
Child and dependent care credit amount $102,000
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 40
Residential energy tax credit amount $98,000
Number of returns with self-employment tax 350
Self-employment tax amount $2,438,000
Number of returns with total tax payments 1,490
Total tax payments amount $125,973,000
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 1,490
Income tax amount [10] $125,939,000
Number of returns with tax liability 1,490
Total tax liability amount [11] $131,645,000
Number of returns with net investment income tax 850
Net investment income tax $2,031,000
Number of returns with tax due at time of filing 810
Tax due at time of filing amount [12] $16,564,000
Number of returns with overpayments refunded 540
Overpayments refunded amount [13] $4,433,000
Number of returns with credit to next year’s estimated tax 170
Credited to next year’s estimated tax amount $6,221,000

[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.