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ZIP Code Database - Facts & Stats

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ZIP Code 84117 Income Tax Stats

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

ZIP Code 84117 Data

Zip Code:84117
City:Salt Lake City
State:UT [Utah]
Counties: SALT LAKE, UT
City Alias(es):Salt Lake City
Area Code:801 / 385
Time Zone: Mountain (GMT -07:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


84117 Income Tax Overview

Total Number of Tax Returns for ZIP Code 84117 [1] 12,330
Total Number of Single Tax Returns for ZIP Code 84117 3,860
Total Number of Joint Tax Returns for ZIP Code 84117 4,710
Total Number of Dependents for ZIP Code 84117 6,570
Total Adjusted Gross Income for ZIP Code 84117 $1,446,364,000
Average Income per Person for ZIP Code 84117 $59,509
Average Income per Household for ZIP Code 84117 $117,304

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 3,540
Number of single returns 2,790
Number of joint returns 370
Number of head of household returns 310
Number of returns with paid preparer's signature 1,540
Number of exemptions 3,960
Number of dependents 820
Total number of volunteer prepared returns [5] 130
Number of volunteer income tax assistance (VITA) prepared returns [3] 60
Number of tax counseling for the elderly (TCE) prepared returns [3] 70
Number of volunteer prepared returns with Earned Income Credit 20
Number of refund anticipation check returns [3] 410
Number of elderly returns [4] 770
Adjust gross income (AGI) [5] $43,284,000
Number of returns with total income 3,540
Salaries and wages amount $44,276,000
Number of returns with salaries and wages 2,630
Salaries and wages amount $34,231
Number of returns with taxable interest 760
Taxable interest amount $477
Number of returns with ordinary dividends 480
Ordinary dividends amount $888,000
Number of returns with qualified dividends 450
Qualified dividends amount [6] $558
Number of returns with state and local income tax refunds 60
State and local income tax refunds amount $41
Number of returns with business or professional net income (less loss) 550
Business or professional net income (less loss) amount $3,156,000
Number of returns with net capital gain (less loss) 480
Net capital gain (less loss) amount $690,000
Number of returns with taxable individual retirement arrangements distributions 300
Taxable individual retirement arrangements distributions amount $1,918,000
Number of returns with taxable pensions and annuities 450
Taxable pensions and annuities amount $3,585,000
Number of farm returns 20
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $241,000
Number of returns with taxable Social Security benefits 210
Taxable Social Security benefits amount $427,000
Number of returns with partnership/S-corp net income (less loss) 170
Partnership/S-corp net income (less loss) amount ($206,000)
Number of returns with total statutory adjustments 630
Total statutory adjustments amount $992,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 100
Self-employment health insurance deduction amount $251,000
Number of returns with IRA payments 20
IRA payments amount $51,000
Number of returns with student loan interest deduction 130
Student loan interest deduction amount $101,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $148,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 330
Total itemized deductions amount $5,070,000
Amount of AGI for itemized returns $4,580,000
Number of returns with State and local income taxes 130
State and local income taxes amount $263,000
Number of returns with State and local general sales tax 160
State and local general sales tax amount $104,000
Number of returns with real estate taxes 230
Real estate taxes amount $645,000
Number of returns with taxes paid 320
Taxes paid amount $1,169,000
Number of returns with mortgage interest paid 150
Mortgage interest paid amount $1,218,000
Number of returns with contributions 260
Contributions amount $612,000
Number of returns with taxable income 1,780
Taxable income amount $11,049,000
Number of returns with income tax before credits 1,750
Income tax before credits amount $1,193,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 520
Total tax credits amount $177,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 200
Nonrefundable education credit amount $112,000
Number of returns with retirement savings contribution credit 190
Retirement savings contribution credit amount $31,000
Number of returns with child tax credit 70
Child tax credit amount $28,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 430
Self-employment tax amount $549,000
Number of returns with total tax payments 3,030
Total tax payments amount $6,018,000
Number of returns with earned income credit 800
Earned income credit amount [8] $1,588,000
Number of returns with excess earned income credit 640
Excess earned income credit (refundable) amount [9] $1,402,000
Number of returns with additional child tax credit 360
Additional child tax credit amount $454,000
Number of returns with refundable education credit 260
Refundable education credit amount $220,000
Number of returns with income tax 1,490
Income tax amount [10] $1,016,000
Number of returns with tax liability 1,840
Total tax liability amount [11] $1,653,000
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] $386,000
Number of returns with overpayments refunded 2,680
Overpayments refunded amount [13] $4,410,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $123,000

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

Number of returns 2,900
Number of single returns 1,860
Number of joint returns 630
Number of head of household returns 340
Number of returns with paid preparer's signature 1,260
Number of exemptions 4,660
Number of dependents 1,160
Total number of volunteer prepared returns [5] 80
Number of volunteer income tax assistance (VITA) prepared returns [3] 40
Number of tax counseling for the elderly (TCE) prepared returns [3] 40
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 380
Number of elderly returns [4] 650
Adjust gross income (AGI) [5] $106,670,000
Number of returns with total income 2,900
Salaries and wages amount $108,014,000
Number of returns with salaries and wages 2,460
Salaries and wages amount $85,250
Number of returns with taxable interest 720
Taxable interest amount $899
Number of returns with ordinary dividends 420
Ordinary dividends amount $1,353,000
Number of returns with qualified dividends 390
Qualified dividends amount [6] $904
Number of returns with state and local income tax refunds 210
State and local income tax refunds amount $116
Number of returns with business or professional net income (less loss) 370
Business or professional net income (less loss) amount $2,902,000
Number of returns with net capital gain (less loss) 400
Net capital gain (less loss) amount $947,000
Number of returns with taxable individual retirement arrangements distributions 300
Taxable individual retirement arrangements distributions amount $3,334,000
Number of returns with taxable pensions and annuities 460
Taxable pensions and annuities amount $7,549,000
Number of farm returns 0
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $315,000
Number of returns with taxable Social Security benefits 470
Taxable Social Security benefits amount $3,412,000
Number of returns with partnership/S-corp net income (less loss) 160
Partnership/S-corp net income (less loss) amount $1,270,000
Number of returns with total statutory adjustments 690
Total statutory adjustments amount $1,344,000
Number of returns with educator expenses 50
Educator expenses amount $11,000
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 $250,000
Number of returns with IRA payments 50
IRA payments amount $210,000
Number of returns with student loan interest deduction 320
Student loan interest deduction amount $319,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 630
Total itemized deductions amount $9,481,000
Amount of AGI for itemized returns $24,056,000
Number of returns with State and local income taxes 500
State and local income taxes amount $1,079,000
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 490
Real estate taxes amount $1,107,000
Number of returns with taxes paid 620
Taxes paid amount $2,346,000
Number of returns with mortgage interest paid 370
Mortgage interest paid amount $2,183,000
Number of returns with contributions 490
Contributions amount $1,825,000
Number of returns with taxable income 2,800
Taxable income amount $60,210,000
Number of returns with income tax before credits 2,770
Income tax before credits amount $7,633,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,060
Total tax credits amount $846,000
Number of returns with foreign tax credit 110
Foreign tax credit amount $7,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $32,000
Number of returns with nonrefundable education credit 330
Nonrefundable education credit amount $349,000
Number of returns with retirement savings contribution credit 380
Retirement savings contribution credit amount $68,000
Number of returns with child tax credit 420
Child tax credit amount $382,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 250
Self-employment tax amount $550,000
Number of returns with total tax payments 2,790
Total tax payments amount $11,184,000
Number of returns with earned income credit 410
Earned income credit amount [8] $817,000
Number of returns with excess earned income credit 330
Excess earned income credit (refundable) amount [9] $649,000
Number of returns with additional child tax credit 300
Additional child tax credit amount $443,000
Number of returns with refundable education credit 190
Refundable education credit amount $171,000
Number of returns with income tax 2,480
Income tax amount [10] $6,787,000
Number of returns with tax liability 2,580
Total tax liability amount [11] $7,474,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 620
Tax due at time of filing amount [12] $899,000
Number of returns with overpayments refunded 2,210
Overpayments refunded amount [13] $4,483,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $99,000

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

Number of returns 1,850
Number of single returns 960
Number of joint returns 660
Number of head of household returns 180
Number of returns with paid preparer's signature 950
Number of exemptions 3,330
Number of dependents 830
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] 160
Number of elderly returns [4] 610
Adjust gross income (AGI) [5] $113,212,000
Number of returns with total income 1,850
Salaries and wages amount $114,886,000
Number of returns with salaries and wages 1,490
Salaries and wages amount $81,117
Number of returns with taxable interest 710
Taxable interest amount $799
Number of returns with ordinary dividends 450
Ordinary dividends amount $1,721,000
Number of returns with qualified dividends 400
Qualified dividends amount [6] $1,131
Number of returns with state and local income tax refunds 330
State and local income tax refunds amount $181
Number of returns with business or professional net income (less loss) 300
Business or professional net income (less loss) amount $2,114,000
Number of returns with net capital gain (less loss) 420
Net capital gain (less loss) amount $2,078,000
Number of returns with taxable individual retirement arrangements distributions 270
Taxable individual retirement arrangements distributions amount $3,445,000
Number of returns with taxable pensions and annuities 430
Taxable pensions and annuities amount $11,759,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $197,000
Number of returns with taxable Social Security benefits 440
Taxable Social Security benefits amount $7,126,000
Number of returns with partnership/S-corp net income (less loss) 190
Partnership/S-corp net income (less loss) amount $3,379,000
Number of returns with total statutory adjustments 590
Total statutory adjustments amount $1,674,000
Number of returns with educator expenses 50
Educator expenses amount $12,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $367,000
Number of returns with IRA payments 40
IRA payments amount $229,000
Number of returns with student loan interest deduction 270
Student loan interest deduction amount $293,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $78,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 900
Total itemized deductions amount $15,216,000
Amount of AGI for itemized returns $55,641,000
Number of returns with State and local income taxes 820
State and local income taxes amount $2,564,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $85,000
Number of returns with real estate taxes 730
Real estate taxes amount $1,700,000
Number of returns with taxes paid 890
Taxes paid amount $4,439,000
Number of returns with mortgage interest paid 600
Mortgage interest paid amount $4,176,000
Number of returns with contributions 740
Contributions amount $3,384,000
Number of returns with taxable income 1,840
Taxable income amount $75,514,000
Number of returns with income tax before credits 1,830
Income tax before credits amount $10,842,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 680
Total tax credits amount $823,000
Number of returns with foreign tax credit 150
Foreign tax credit amount $12,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $27,000
Number of returns with nonrefundable education credit 150
Nonrefundable education credit amount $186,000
Number of returns with retirement savings contribution credit 110
Retirement savings contribution credit amount $18,000
Number of returns with child tax credit 350
Child tax credit amount $513,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $65,000
Number of returns with self-employment tax 200
Self-employment tax amount $501,000
Number of returns with total tax payments 1,800
Total tax payments amount $12,698,000
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 70
Additional child tax credit amount $107,000
Number of returns with refundable education credit 90
Refundable education credit amount $82,000
Number of returns with income tax 1,770
Income tax amount [10] $10,018,000
Number of returns with tax liability 1,790
Total tax liability amount [11] $10,625,000
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] $1,294,000
Number of returns with overpayments refunded 1,220
Overpayments refunded amount [13] $3,193,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $141,000

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

Number of returns 1,100
Number of single returns 350
Number of joint returns 670
Number of head of household returns 60
Number of returns with paid preparer's signature 600
Number of exemptions 2,460
Number of dependents 690
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 70
Number of elderly returns [4] 450
Adjust gross income (AGI) [5] $95,756,000
Number of returns with total income 1,100
Salaries and wages amount $97,293,000
Number of returns with salaries and wages 860
Salaries and wages amount $63,256
Number of returns with taxable interest 570
Taxable interest amount $811
Number of returns with ordinary dividends 360
Ordinary dividends amount $1,947,000
Number of returns with qualified dividends 340
Qualified dividends amount [6] $1,283
Number of returns with state and local income tax refunds 270
State and local income tax refunds amount $195
Number of returns with business or professional net income (less loss) 230
Business or professional net income (less loss) amount $2,710,000
Number of returns with net capital gain (less loss) 320
Net capital gain (less loss) amount $2,353,000
Number of returns with taxable individual retirement arrangements distributions 240
Taxable individual retirement arrangements distributions amount $4,531,000
Number of returns with taxable pensions and annuities 340
Taxable pensions and annuities amount $11,092,000
Number of farm returns 0
Number of returns with unemployment compensation 20
Unemployment compensation amount [7] $116,000
Number of returns with taxable Social Security benefits 340
Taxable Social Security benefits amount $7,496,000
Number of returns with partnership/S-corp net income (less loss) 140
Partnership/S-corp net income (less loss) amount $1,994,000
Number of returns with total statutory adjustments 350
Total statutory adjustments amount $1,537,000
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 40
Self-employment health insurance deduction amount $295,000
Number of returns with IRA payments 30
IRA payments amount $193,000
Number of returns with student loan interest deduction 110
Student loan interest deduction amount $132,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 40
Domestic production activities deduction amount $145,000
Number of returns with itemized deductions 690
Total itemized deductions amount $15,296,000
Amount of AGI for itemized returns $59,938,000
Number of returns with State and local income taxes 640
State and local income taxes amount $2,846,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $61,000
Number of returns with real estate taxes 600
Real estate taxes amount $1,588,000
Number of returns with taxes paid 690
Taxes paid amount $4,594,000
Number of returns with mortgage interest paid 460
Mortgage interest paid amount $3,782,000
Number of returns with contributions 580
Contributions amount $3,813,000
Number of returns with taxable income 1,100
Taxable income amount $66,055,000
Number of returns with income tax before credits 1,090
Income tax before credits amount $9,894,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 440
Total tax credits amount $699,000
Number of returns with foreign tax credit 120
Foreign tax credit amount $8,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $32,000
Number of returns with nonrefundable education credit 80
Nonrefundable education credit amount $112,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 260
Child tax credit amount $471,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $55,000
Number of returns with self-employment tax 160
Self-employment tax amount $509,000
Number of returns with total tax payments 1,080
Total tax payments amount $11,415,000
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 $54,000
Number of returns with income tax 1,080
Income tax amount [10] $9,195,000
Number of returns with tax liability 1,080
Total tax liability amount [11] $9,756,000
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] $1,166,000
Number of returns with overpayments refunded 690
Overpayments refunded amount [13] $2,663,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $144,000

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

Number of returns 1,850
Number of single returns 350
Number of joint returns 1,420
Number of head of household returns 60
Number of returns with paid preparer's signature 1,140
Number of exemptions 4,870
Number of dependents 1,610
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] 60
Number of elderly returns [4] 760
Adjust gross income (AGI) [5] $252,550,000
Number of returns with total income 1,850
Salaries and wages amount $256,381,000
Number of returns with salaries and wages 1,470
Salaries and wages amount $161,643
Number of returns with taxable interest 1,200
Taxable interest amount $2,744
Number of returns with ordinary dividends 860
Ordinary dividends amount $7,719,000
Number of returns with qualified dividends 810
Qualified dividends amount [6] $5,571
Number of returns with state and local income tax refunds 530
State and local income tax refunds amount $546
Number of returns with business or professional net income (less loss) 390
Business or professional net income (less loss) amount $5,627,000
Number of returns with net capital gain (less loss) 860
Net capital gain (less loss) amount $12,897,000
Number of returns with taxable individual retirement arrangements distributions 450
Taxable individual retirement arrangements distributions amount $12,280,000
Number of returns with taxable pensions and annuities 550
Taxable pensions and annuities amount $23,434,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $231,000
Number of returns with taxable Social Security benefits 530
Taxable Social Security benefits amount $13,699,000
Number of returns with partnership/S-corp net income (less loss) 460
Partnership/S-corp net income (less loss) amount $12,485,000
Number of returns with total statutory adjustments 680
Total statutory adjustments amount $3,831,000
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 $666,000
Number of returns with self-employment health insurance deduction 130
Self-employment health insurance deduction amount $1,107,000
Number of returns with IRA payments 80
IRA payments amount $490,000
Number of returns with student loan interest deduction 170
Student loan interest deduction amount $218,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $68,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,520
Total itemized deductions amount $43,148,000
Amount of AGI for itemized returns $211,341,000
Number of returns with State and local income taxes 1,460
State and local income taxes amount $10,464,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $153,000
Number of returns with real estate taxes 1,400
Real estate taxes amount $4,905,000
Number of returns with taxes paid 1,520
Taxes paid amount $15,839,000
Number of returns with mortgage interest paid 1,110
Mortgage interest paid amount $10,857,000
Number of returns with contributions 1,350
Contributions amount $11,397,000
Number of returns with taxable income 1,840
Taxable income amount $186,014,000
Number of returns with income tax before credits 1,830
Income tax before credits amount $31,689,000
Number of returns with alternative minimum tax 50
Alternative minimum tax amount $131,000
Number of returns with total tax credits 850
Total tax credits amount $1,235,000
Number of returns with foreign tax credit 350
Foreign tax credit amount $58,000
Number of returns with child and dependent care credit 120
Child and dependent care credit amount $70,000
Number of returns with nonrefundable education credit 120
Nonrefundable education credit amount $167,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 340
Child tax credit amount $508,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $221,000
Number of returns with self-employment tax 320
Self-employment tax amount $1,332,000
Number of returns with total tax payments 1,810
Total tax payments amount $32,934,000
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 $97,000
Number of returns with income tax 1,820
Income tax amount [10] $30,454,000
Number of returns with tax liability 1,830
Total tax liability amount [11] $31,974,000
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] $4,261,000
Number of returns with overpayments refunded 960
Overpayments refunded amount [13] $4,317,000
Number of returns with credit to next year’s estimated tax 150
Credited to next year’s estimated tax amount $840,000

Adjusted Gross Income: $200,000 or more

Number of returns 1,090
Number of single returns 110
Number of joint returns 960
Number of head of household returns 20
Number of returns with paid preparer's signature 860
Number of exemptions 3,500
Number of dependents 1,460
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] 390
Adjust gross income (AGI) [5] $834,892,000
Number of returns with total income 1,090
Salaries and wages amount $848,141,000
Number of returns with salaries and wages 910
Salaries and wages amount $305,389
Number of returns with taxable interest 930
Taxable interest amount $19,717
Number of returns with ordinary dividends 710
Ordinary dividends amount $50,724,000
Number of returns with qualified dividends 690
Qualified dividends amount [6] $35,544
Number of returns with state and local income tax refunds 330
State and local income tax refunds amount $1,593
Number of returns with business or professional net income (less loss) 290
Business or professional net income (less loss) amount $11,906,000
Number of returns with net capital gain (less loss) 790
Net capital gain (less loss) amount $253,987,000
Number of returns with taxable individual retirement arrangements distributions 220
Taxable individual retirement arrangements distributions amount $12,209,000
Number of returns with taxable pensions and annuities 220
Taxable pensions and annuities amount $10,644,000
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 220
Taxable Social Security benefits amount $6,636,000
Number of returns with partnership/S-corp net income (less loss) 590
Partnership/S-corp net income (less loss) amount $166,608,000
Number of returns with total statutory adjustments 490
Total statutory adjustments amount $13,249,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 70
Self-employment retirement plans amount $2,318,000
Number of returns with self-employment health insurance deduction 160
Self-employment health insurance deduction amount $2,070,000
Number of returns with IRA payments 30
IRA payments amount $297,000
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 $2,844,000
Number of returns with itemized deductions 1,060
Total itemized deductions amount $147,727,000
Amount of AGI for itemized returns $822,114,000
Number of returns with State and local income taxes 1,030
State and local income taxes amount $44,987,000
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 1,010
Real estate taxes amount $8,033,000
Number of returns with taxes paid 1,060
Taxes paid amount $53,602,000
Number of returns with mortgage interest paid 740
Mortgage interest paid amount $11,271,000
Number of returns with contributions 1,000
Contributions amount $84,128,000
Number of returns with taxable income 1,090
Taxable income amount $680,773,000
Number of returns with income tax before credits 1,090
Income tax before credits amount $184,399,000
Number of returns with alternative minimum tax 610
Alternative minimum tax amount $5,263,000
Number of returns with total tax credits 490
Total tax credits amount $3,352,000
Number of returns with foreign tax credit 400
Foreign tax credit amount $1,325,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $21,000
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 $204,000
Number of returns with self-employment tax 300
Self-employment tax amount $2,719,000
Number of returns with total tax payments 1,070
Total tax payments amount $194,807,000
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 1,090
Income tax amount [10] $179,286,000
Number of returns with tax liability 1,090
Total tax liability amount [11] $191,003,000
Number of returns with net investment income tax 680
Net investment income tax $7,277,000
Number of returns with tax due at time of filing 530
Tax due at time of filing amount [12] $29,765,000
Number of returns with overpayments refunded 380
Overpayments refunded amount [13] $7,612,000
Number of returns with credit to next year’s estimated tax 220
Credited to next year’s estimated tax amount $19,755,000

[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.