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ZIP Code Database - Facts & Stats

ZIP Code 84041 Income Tax Stats

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

ZIP Code 84041 Data

Zip Code:84041
City:Layton
State:UT [Utah]
Counties: DAVIS, UT
City Alias(es):Layton
Area Code:801
Time Zone: Mountain (GMT -07:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


84041 Income Tax Overview

Total Number of Tax Returns for ZIP Code 84041 [1] 21,460
Total Number of Single Tax Returns for ZIP Code 84041 9,220
Total Number of Joint Tax Returns for ZIP Code 84041 9,590
Total Number of Dependents for ZIP Code 84041 19,920
Total Adjusted Gross Income for ZIP Code 84041 $1,236,936,000
Average Income per Person for ZIP Code 84041 $27,718
Average Income per Household for ZIP Code 84041 $57,639

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 6,650
Number of single returns 5,030
Number of joint returns 600
Number of head of household returns 920
Number of returns with paid preparer's signature 2,340
Number of exemptions 8,050
Number of dependents 2,460
Total number of volunteer prepared returns [5] 240
Number of volunteer income tax assistance (VITA) prepared returns [3] 190
Number of tax counseling for the elderly (TCE) prepared returns [3] 60
Number of volunteer prepared returns with Earned Income Credit 50
Number of refund anticipation check returns [3] 1,050
Number of elderly returns [4] 830
Adjust gross income (AGI) [5] $83,169,000
Number of returns with total income 6,650
Salaries and wages amount $84,023,000
Number of returns with salaries and wages 5,780
Salaries and wages amount $71,318
Number of returns with taxable interest 680
Taxable interest amount $332
Number of returns with ordinary dividends 220
Ordinary dividends amount $228,000
Number of returns with qualified dividends 190
Qualified dividends amount [6] $130
Number of returns with state and local income tax refunds 90
State and local income tax refunds amount $50
Number of returns with business or professional net income (less loss) 640
Business or professional net income (less loss) amount $3,283,000
Number of returns with net capital gain (less loss) 210
Net capital gain (less loss) amount $120,000
Number of returns with taxable individual retirement arrangements distributions 210
Taxable individual retirement arrangements distributions amount $1,287,000
Number of returns with taxable pensions and annuities 620
Taxable pensions and annuities amount $6,393,000
Number of farm returns 0
Number of returns with unemployment compensation 120
Unemployment compensation amount [7] $350,000
Number of returns with taxable Social Security benefits 190
Taxable Social Security benefits amount $399,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $28,000
Number of returns with total statutory adjustments 780
Total statutory adjustments amount $854,000
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 40
Self-employment health insurance deduction amount $114,000
Number of returns with IRA payments 20
IRA payments amount $69,000
Number of returns with student loan interest deduction 200
Student loan interest deduction amount $131,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $160,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 290
Total itemized deductions amount $4,167,000
Amount of AGI for itemized returns $4,465,000
Number of returns with State and local income taxes 160
State and local income taxes amount $146,000
Number of returns with State and local general sales tax 90
State and local general sales tax amount $65,000
Number of returns with real estate taxes 180
Real estate taxes amount $296,000
Number of returns with taxes paid 280
Taxes paid amount $530,000
Number of returns with mortgage interest paid 150
Mortgage interest paid amount $996,000
Number of returns with contributions 200
Contributions amount $606,000
Number of returns with taxable income 3,300
Taxable income amount $20,319,000
Number of returns with income tax before credits 3,330
Income tax before credits amount $2,188,000
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 $305,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $10,000
Number of returns with nonrefundable education credit 300
Nonrefundable education credit amount $163,000
Number of returns with retirement savings contribution credit 360
Retirement savings contribution credit amount $56,000
Number of returns with child tax credit 200
Child tax credit amount $68,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 490
Self-employment tax amount $595,000
Number of returns with total tax payments 6,230
Total tax payments amount $11,821,000
Number of returns with earned income credit 1,770
Earned income credit amount [8] $4,494,000
Number of returns with excess earned income credit 1,590
Excess earned income credit (refundable) amount [9] $4,117,000
Number of returns with additional child tax credit 1,100
Additional child tax credit amount $1,421,000
Number of returns with refundable education credit 370
Refundable education credit amount $283,000
Number of returns with income tax 2,840
Income tax amount [10] $1,883,000
Number of returns with tax liability 3,300
Total tax liability amount [11] $2,618,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 570
Tax due at time of filing amount [12] $359,000
Number of returns with overpayments refunded 5,810
Overpayments refunded amount [13] $9,524,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $25,000

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

Number of returns 5,380
Number of single returns 2,630
Number of joint returns 1,660
Number of head of household returns 960
Number of returns with paid preparer's signature 2,150
Number of exemptions 11,190
Number of dependents 4,190
Total number of volunteer prepared returns [5] 140
Number of volunteer income tax assistance (VITA) prepared returns [3] 100
Number of tax counseling for the elderly (TCE) prepared returns [3] 50
Number of volunteer prepared returns with Earned Income Credit 30
Number of refund anticipation check returns [3] 980
Number of elderly returns [4] 830
Adjust gross income (AGI) [5] $195,287,000
Number of returns with total income 5,380
Salaries and wages amount $197,029,000
Number of returns with salaries and wages 4,800
Salaries and wages amount $167,166
Number of returns with taxable interest 870
Taxable interest amount $324
Number of returns with ordinary dividends 310
Ordinary dividends amount $520,000
Number of returns with qualified dividends 280
Qualified dividends amount [6] $313
Number of returns with state and local income tax refunds 400
State and local income tax refunds amount $213
Number of returns with business or professional net income (less loss) 540
Business or professional net income (less loss) amount $2,944,000
Number of returns with net capital gain (less loss) 310
Net capital gain (less loss) amount $498,000
Number of returns with taxable individual retirement arrangements distributions 260
Taxable individual retirement arrangements distributions amount $2,271,000
Number of returns with taxable pensions and annuities 810
Taxable pensions and annuities amount $16,854,000
Number of farm returns 30
Number of returns with unemployment compensation 170
Unemployment compensation amount [7] $629,000
Number of returns with taxable Social Security benefits 620
Taxable Social Security benefits amount $3,591,000
Number of returns with partnership/S-corp net income (less loss) 150
Partnership/S-corp net income (less loss) amount $1,140,000
Number of returns with total statutory adjustments 1,030
Total statutory adjustments amount $1,742,000
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 50
Self-employment health insurance deduction amount $187,000
Number of returns with IRA payments 50
IRA payments amount $150,000
Number of returns with student loan interest deduction 500
Student loan interest deduction amount $396,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 20
Domestic production activities deduction amount $79,000
Number of returns with itemized deductions 990
Total itemized deductions amount $14,875,000
Amount of AGI for itemized returns $38,686,000
Number of returns with State and local income taxes 860
State and local income taxes amount $1,484,000
Number of returns with State and local general sales tax 110
State and local general sales tax amount $111,000
Number of returns with real estate taxes 770
Real estate taxes amount $1,498,000
Number of returns with taxes paid 990
Taxes paid amount $3,212,000
Number of returns with mortgage interest paid 700
Mortgage interest paid amount $4,180,000
Number of returns with contributions 740
Contributions amount $2,738,000
Number of returns with taxable income 5,100
Taxable income amount $97,335,000
Number of returns with income tax before credits 5,100
Income tax before credits amount $12,014,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 2,380
Total tax credits amount $2,110,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 160
Child and dependent care credit amount $81,000
Number of returns with nonrefundable education credit 510
Nonrefundable education credit amount $496,000
Number of returns with retirement savings contribution credit 1,000
Retirement savings contribution credit amount $182,000
Number of returns with child tax credit 1,370
Child tax credit amount $1,291,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $59,000
Number of returns with self-employment tax 360
Self-employment tax amount $681,000
Number of returns with total tax payments 5,290
Total tax payments amount $21,259,000
Number of returns with earned income credit 1,400
Earned income credit amount [8] $3,032,000
Number of returns with excess earned income credit 1,170
Excess earned income credit (refundable) amount [9] $2,571,000
Number of returns with additional child tax credit 1,170
Additional child tax credit amount $1,926,000
Number of returns with refundable education credit 370
Refundable education credit amount $296,000
Number of returns with income tax 4,050
Income tax amount [10] $9,904,000
Number of returns with tax liability 4,330
Total tax liability amount [11] $10,878,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 890
Tax due at time of filing amount [12] $1,204,000
Number of returns with overpayments refunded 4,460
Overpayments refunded amount [13] $11,484,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $42,000

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

Number of returns 3,700
Number of single returns 1,000
Number of joint returns 2,260
Number of head of household returns 370
Number of returns with paid preparer's signature 1,620
Number of exemptions 10,160
Number of dependents 4,200
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] 430
Number of elderly returns [4] 680
Adjust gross income (AGI) [5] $228,629,000
Number of returns with total income 3,700
Salaries and wages amount $230,710,000
Number of returns with salaries and wages 3,330
Salaries and wages amount $192,208
Number of returns with taxable interest 990
Taxable interest amount $512
Number of returns with ordinary dividends 360
Ordinary dividends amount $417,000
Number of returns with qualified dividends 320
Qualified dividends amount [6] $253
Number of returns with state and local income tax refunds 860
State and local income tax refunds amount $577
Number of returns with business or professional net income (less loss) 520
Business or professional net income (less loss) amount $2,314,000
Number of returns with net capital gain (less loss) 330
Net capital gain (less loss) amount $882,000
Number of returns with taxable individual retirement arrangements distributions 270
Taxable individual retirement arrangements distributions amount $2,890,000
Number of returns with taxable pensions and annuities 770
Taxable pensions and annuities amount $20,789,000
Number of farm returns 0
Number of returns with unemployment compensation 100
Unemployment compensation amount [7] $442,000
Number of returns with taxable Social Security benefits 510
Taxable Social Security benefits amount $6,724,000
Number of returns with partnership/S-corp net income (less loss) 170
Partnership/S-corp net income (less loss) amount $2,282,000
Number of returns with total statutory adjustments 1,100
Total statutory adjustments amount $2,081,000
Number of returns with educator expenses 70
Educator expenses amount $17,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $255,000
Number of returns with IRA payments 70
IRA payments amount $229,000
Number of returns with student loan interest deduction 580
Student loan interest deduction amount $563,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $73,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,710
Total itemized deductions amount $29,519,000
Amount of AGI for itemized returns $107,302,000
Number of returns with State and local income taxes 1,600
State and local income taxes amount $4,506,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $148,000
Number of returns with real estate taxes 1,510
Real estate taxes amount $2,601,000
Number of returns with taxes paid 1,700
Taxes paid amount $7,472,000
Number of returns with mortgage interest paid 1,450
Mortgage interest paid amount $9,699,000
Number of returns with contributions 1,400
Contributions amount $7,316,000
Number of returns with taxable income 3,690
Taxable income amount $136,230,000
Number of returns with income tax before credits 3,680
Income tax before credits amount $18,556,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 2,020
Total tax credits amount $3,544,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 190
Child and dependent care credit amount $100,000
Number of returns with nonrefundable education credit 400
Nonrefundable education credit amount $458,000
Number of returns with retirement savings contribution credit 450
Retirement savings contribution credit amount $71,000
Number of returns with child tax credit 1,540
Child tax credit amount $2,620,000
Number of returns with residential energy tax credit 110
Residential energy tax credit amount $250,000
Number of returns with self-employment tax 340
Self-employment tax amount $506,000
Number of returns with total tax payments 3,670
Total tax payments amount $22,395,000
Number of returns with earned income credit 60
Earned income credit amount [8] $25,000
Number of returns with excess earned income credit 50
Excess earned income credit (refundable) amount [9] $17,000
Number of returns with additional child tax credit 480
Additional child tax credit amount $832,000
Number of returns with refundable education credit 260
Refundable education credit amount $225,000
Number of returns with income tax 3,190
Income tax amount [10] $15,013,000
Number of returns with tax liability 3,330
Total tax liability amount [11] $15,787,000
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] $1,477,000
Number of returns with overpayments refunded 2,910
Overpayments refunded amount [13] $7,976,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $131,000

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

Number of returns 2,440
Number of single returns 280
Number of joint returns 2,020
Number of head of household returns 130
Number of returns with paid preparer's signature 1,080
Number of exemptions 8,120
Number of dependents 3,660
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] 210
Number of elderly returns [4] 470
Adjust gross income (AGI) [5] $210,881,000
Number of returns with total income 2,440
Salaries and wages amount $212,927,000
Number of returns with salaries and wages 2,250
Salaries and wages amount $179,185
Number of returns with taxable interest 880
Taxable interest amount $384
Number of returns with ordinary dividends 340
Ordinary dividends amount $560,000
Number of returns with qualified dividends 310
Qualified dividends amount [6] $396
Number of returns with state and local income tax refunds 870
State and local income tax refunds amount $614
Number of returns with business or professional net income (less loss) 430
Business or professional net income (less loss) amount $2,387,000
Number of returns with net capital gain (less loss) 310
Net capital gain (less loss) amount $1,179,000
Number of returns with taxable individual retirement arrangements distributions 180
Taxable individual retirement arrangements distributions amount $2,556,000
Number of returns with taxable pensions and annuities 550
Taxable pensions and annuities amount $16,926,000
Number of farm returns 30
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $227,000
Number of returns with taxable Social Security benefits 300
Taxable Social Security benefits amount $5,462,000
Number of returns with partnership/S-corp net income (less loss) 170
Partnership/S-corp net income (less loss) amount $3,095,000
Number of returns with total statutory adjustments 810
Total statutory adjustments amount $2,046,000
Number of returns with educator expenses 80
Educator expenses amount $22,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $309,000
Number of returns with IRA payments 50
IRA payments amount $256,000
Number of returns with student loan interest deduction 400
Student loan interest deduction amount $431,000
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 1,600
Total itemized deductions amount $33,681,000
Amount of AGI for itemized returns $138,845,000
Number of returns with State and local income taxes 1,540
State and local income taxes amount $6,030,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $75,000
Number of returns with real estate taxes 1,480
Real estate taxes amount $2,838,000
Number of returns with taxes paid 1,600
Taxes paid amount $9,139,000
Number of returns with mortgage interest paid 1,420
Mortgage interest paid amount $10,531,000
Number of returns with contributions 1,420
Contributions amount $10,174,000
Number of returns with taxable income 2,440
Taxable income amount $134,188,000
Number of returns with income tax before credits 2,440
Income tax before credits amount $19,004,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,500
Total tax credits amount $3,570,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 160
Child and dependent care credit amount $90,000
Number of returns with nonrefundable education credit 280
Nonrefundable education credit amount $332,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 1,270
Child tax credit amount $2,771,000
Number of returns with residential energy tax credit 110
Residential energy tax credit amount $342,000
Number of returns with self-employment tax 280
Self-employment tax amount $521,000
Number of returns with total tax payments 2,430
Total tax payments amount $21,061,000
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 120
Additional child tax credit amount $180,000
Number of returns with refundable education credit 200
Refundable education credit amount $166,000
Number of returns with income tax 2,310
Income tax amount [10] $15,434,000
Number of returns with tax liability 2,350
Total tax liability amount [11] $16,128,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 550
Tax due at time of filing amount [12] $1,264,000
Number of returns with overpayments refunded 1,880
Overpayments refunded amount [13] $6,071,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 2,870
Number of single returns 140
Number of joint returns 2,660
Number of head of household returns 60
Number of returns with paid preparer's signature 1,270
Number of exemptions 10,190
Number of dependents 4,650
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] 500
Adjust gross income (AGI) [5] $376,387,000
Number of returns with total income 2,870
Salaries and wages amount $379,710,000
Number of returns with salaries and wages 2,760
Salaries and wages amount $317,883
Number of returns with taxable interest 1,390
Taxable interest amount $796
Number of returns with ordinary dividends 650
Ordinary dividends amount $1,238,000
Number of returns with qualified dividends 600
Qualified dividends amount [6] $892
Number of returns with state and local income tax refunds 1,290
State and local income tax refunds amount $1,039
Number of returns with business or professional net income (less loss) 560
Business or professional net income (less loss) amount $3,066,000
Number of returns with net capital gain (less loss) 630
Net capital gain (less loss) amount $4,981,000
Number of returns with taxable individual retirement arrangements distributions 250
Taxable individual retirement arrangements distributions amount $5,278,000
Number of returns with taxable pensions and annuities 720
Taxable pensions and annuities amount $24,205,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $256,000
Number of returns with taxable Social Security benefits 280
Taxable Social Security benefits amount $6,135,000
Number of returns with partnership/S-corp net income (less loss) 360
Partnership/S-corp net income (less loss) amount $13,678,000
Number of returns with total statutory adjustments 1,090
Total statutory adjustments amount $3,323,000
Number of returns with educator expenses 170
Educator expenses amount $42,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $843,000
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $592,000
Number of returns with IRA payments 90
IRA payments amount $497,000
Number of returns with student loan interest deduction 410
Student loan interest deduction amount $450,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $113,000
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $153,000
Number of returns with itemized deductions 2,480
Total itemized deductions amount $66,768,000
Amount of AGI for itemized returns $328,134,000
Number of returns with State and local income taxes 2,410
State and local income taxes amount $15,138,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $143,000
Number of returns with real estate taxes 2,310
Real estate taxes amount $5,322,000
Number of returns with taxes paid 2,470
Taxes paid amount $20,971,000
Number of returns with mortgage interest paid 2,240
Mortgage interest paid amount $18,777,000
Number of returns with contributions 2,260
Contributions amount $22,096,000
Number of returns with taxable income 2,870
Taxable income amount $263,587,000
Number of returns with income tax before credits 2,870
Income tax before credits amount $42,745,000
Number of returns with alternative minimum tax 30
Alternative minimum tax amount $74,000
Number of returns with total tax credits 1,580
Total tax credits amount $3,316,000
Number of returns with foreign tax credit 160
Foreign tax credit amount $9,000
Number of returns with child and dependent care credit 230
Child and dependent care credit amount $138,000
Number of returns with nonrefundable education credit 320
Nonrefundable education credit amount $409,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 1,180
Child tax credit amount $2,202,000
Number of returns with residential energy tax credit 140
Residential energy tax credit amount $557,000
Number of returns with self-employment tax 380
Self-employment tax amount $680,000
Number of returns with total tax payments 2,860
Total tax payments amount $44,693,000
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 30
Additional child tax credit amount $48,000
Number of returns with refundable education credit 270
Refundable education credit amount $244,000
Number of returns with income tax 2,840
Income tax amount [10] $39,430,000
Number of returns with tax liability 2,850
Total tax liability amount [11] $40,527,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 980
Tax due at time of filing amount [12] $3,685,000
Number of returns with overpayments refunded 1,860
Overpayments refunded amount [13] $7,526,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $301,000

Adjusted Gross Income: $200,000 or more

Number of returns 420
Number of single returns 20
Number of joint returns 390
Number of head of household returns 0
Number of returns with paid preparer's signature 280
Number of exemptions 1,570
Number of dependents 760
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] 90
Adjust gross income (AGI) [5] $142,583,000
Number of returns with total income 420
Salaries and wages amount $145,241,000
Number of returns with salaries and wages 390
Salaries and wages amount $81,045
Number of returns with taxable interest 300
Taxable interest amount $1,485
Number of returns with ordinary dividends 190
Ordinary dividends amount $1,475,000
Number of returns with qualified dividends 180
Qualified dividends amount [6] $1,160
Number of returns with state and local income tax refunds 140
State and local income tax refunds amount $237
Number of returns with business or professional net income (less loss) 100
Business or professional net income (less loss) amount $2,612,000
Number of returns with net capital gain (less loss) 210
Net capital gain (less loss) amount $9,753,000
Number of returns with taxable individual retirement arrangements distributions 40
Taxable individual retirement arrangements distributions amount $1,156,000
Number of returns with taxable pensions and annuities 100
Taxable pensions and annuities amount $7,332,000
Number of farm returns 0
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 40
Taxable Social Security benefits amount $1,126,000
Number of returns with partnership/S-corp net income (less loss) 160
Partnership/S-corp net income (less loss) amount $34,507,000
Number of returns with total statutory adjustments 180
Total statutory adjustments amount $2,658,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $558,000
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 20
Domestic production activities deduction amount $684,000
Number of returns with itemized deductions 400
Total itemized deductions amount $23,161,000
Amount of AGI for itemized returns $135,496,000
Number of returns with State and local income taxes 380
State and local income taxes amount $6,388,000
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 380
Real estate taxes amount $1,251,000
Number of returns with taxes paid 400
Taxes paid amount $7,775,000
Number of returns with mortgage interest paid 330
Mortgage interest paid amount $3,420,000
Number of returns with contributions 370
Contributions amount $9,689,000
Number of returns with taxable income 420
Taxable income amount $114,034,000
Number of returns with income tax before credits 420
Income tax before credits amount $28,220,000
Number of returns with alternative minimum tax 170
Alternative minimum tax amount $643,000
Number of returns with total tax credits 130
Total tax credits amount $304,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $9,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 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 100
Self-employment tax amount $521,000
Number of returns with total tax payments 410
Total tax payments amount $27,667,000
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 420
Income tax amount [10] $27,916,000
Number of returns with tax liability 420
Total tax liability amount [11] $29,158,000
Number of returns with net investment income tax 180
Net investment income tax $355,000
Number of returns with tax due at time of filing 210
Tax due at time of filing amount [12] $4,447,000
Number of returns with overpayments refunded 180
Overpayments refunded amount [13] $1,766,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $1,131,000

[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.