SOI Tax Stats - Individual Income Tax Statistics - 2017 ZIP Code Data

The Statistics of Income (SOI) Division’s ZIP code data is tabulated using individual income tax returns (Forms 1040) filed with the Internal Revenue Service (IRS) during the 12-month period, January 1, 2018 to December 31, 2018. While the bulk of returns filed during this 12-month period are primarily for Tax Year 2017, the IRS received a limited number of returns for tax years before 2017. These prior-year returns are used as a proxy for returns that are typically filed beyond the 12-month period and have been included within the ZIP code data.

VARIABLE NAME DESCRIPTION STATEFIPS The State Federal Information Processing System STATE The State associated with the ZIP code ZIPCODE 5-digit Zip code AGI_STUB Size of adjusted gross income N1 Number of returns MARS1 Number of single returns MARS2 Number of joint returns MARS4 Number of head of household returns ELF Number of electronically filed returns CPREP Number of computer prepared paper returns PREP Number of returns with paid preparer's signature DIR_DEP Number of returns with direct deposit N2 Number of exemptions NUMDEP Number of dependents TOTAL_VITA Total number of volunteer prepared returns [3] VITA Number of volunteer income tax assistance (VITA) prepared returns [3] TCE Number of tax counseling for the elderly (TCE) prepared returns [3] VITA_EIC Number of volunteer prepared returns with Earned Income Credit [3] RAC Number of refund anticipation check returns ELDERLY Number of elderly returns [4] A00100 Adjusted gross income (AGI) [5] N02650 Number of returns with total income A02650 Total income amount N00200 Number of returns with salaries and wages A00200 Salaries and wages amount N00300 Number of returns with taxable interest A00300 Taxable interest amount N00600 Number of returns with ordinary dividends A00600 Ordinary dividends amount N00650 Number of returns with qualified dividends A00650 Qualified dividends amount [6] N00700 Number of returns with state and local income tax refunds A00700 State and local income tax refunds amount N00900 Number of returns with business or professional net income (less loss) A00900 Business or professional net income (less loss) amount N01000 Number of returns with net capital gain (less loss) A01000 Net capital gain (less loss) amount N01400 Number of returns with taxable individual retirement arrangements distributions A01400 Taxable individual retirement arrangements distributions amount N01700 Number of returns with taxable pensions and annuities A01700 Taxable pensions and annuities amount SCHF Number of farm returns N02300 Number of returns with unemployment compensation A02300 Unemployment compensation amount [7] N02500 Number of returns with taxable Social Security benefits A02500 Taxable Social Security benefits amount N26270 Number of returns with partnership/S-corp net income (less loss) A26270 Partnership/S-corp net income (less loss) amount N02900 Number of returns with total statutory adjustments A02900 Total statutory adjustments amount N03220 Number of returns with educator expenses A03220 Educator expenses amount N03300 Number of returns with Self-employed (Keogh) retirement plans A03300 Self-employed (Keogh) retirement plans amount N03270 Number of returns with Self-employed health insurance deduction A03270 Self-employed health insurance deduction amount N03150 Number of returns with Individual retirement arrangement payments A03150 Individual retirement arrangement payments amount N03210 Number of returns with student loan interest deduction A03210 Student loan interest deduction amount N03230 Number of returns with tuition and fees deduction A03230 Tuition and fees deduction amount N03240 Returns with domestic production activities deduction A03240 Domestic production activities deduction amount N04470 Number of returns with itemized deductions A04470 Total itemized deductions amount A00101 Amount of AGI for itemized returns N17000 Number of returns with Total medical and dental expense deduction A17000 Total medical and dental expense deduction amount N18425 Number of returns with State and local income taxes A18425 State and local income taxes amount N18450 Number of returns with State and local general sales tax A18450 State and local general sales tax amount N18500 Number of returns with real estate taxes A18500 Real estate taxes amount N18800 Number of returns with Personal property taxes A18800 Personal property taxes amount N19300 Number of returns with Home mortgage interest paid A19300 Home mortgage interest paid amount N19500 Number of returns with Home mortgage from personal seller A19500 Home mortgage from personal seller amount N19530 Number of returns with Deductible points A19530 Deductible points amount N19550 Number of returns with Qualified Mortgage Insurance premiums A19550 Qualified Mortgage Insurance premiums amount N19570 Number of returns with Investment interest paid A19570 Investment interest paid amount N19700 Number of returns with Total charitable contributions A19700 Total charitable contributions amount N20800 Number of returns with Net limited miscellaneous deduction A20800 Net limited miscellaneous deduction amount N20950 Number of returns with Gambling loss deduction and other non-limited miscellaneous deduction A20950 Gambling loss deduction and other non-limited miscellaneous deduction amount N04800 Number of returns with taxable income A04800 Taxable income amount N05800 Number of returns with income tax before credits A05800 Income tax before credits amount N09600 Number of returns with alternative minimum tax A09600 Alternative minimum tax amount N05780 Number of returns with excess advance premium tax credit repayment A05780 Excess advance premium tax credit repayment amount N07100 Number of returns with total tax credits A07100 Total tax credits amount N07300 Number of returns with foreign tax credit A07300 Foreign tax credit amount N07180 Number of returns with child and dependent care credit A07180 Child and dependent care credit amount N07230 Number of returns with nonrefundable education credit A07230 Nonrefundable education credit amount N07240 Number of returns with retirement savings contribution credit A07240 Retirement savings contribution credit amount N07220 Number of returns with child tax credit A07220 Child tax credit amount N07260 Number of returns with residential energy tax credit A07260 Residential energy tax credit amount N09400 Number of returns with self-employment tax A09400 Self-employment tax amount N85770 Number of returns with total premium tax credit A85770 Total premium tax credit amount N85775 Number of returns with advance premium tax credit A85775 Advance premium tax credit amount N09750 Number of returns with health care individual responsibility payment A09750 Health care individual responsibility payment amount N10600 Number of returns with total tax payments A10600 Total tax payments amount N59660 Number of returns with earned income credit A59660 Earned income credit amount [8] N59720 Number of returns with excess earned income credit A59720 Excess earned income credit (refundable) amount [9] N11070 Number of returns with additional child tax credit A11070 Additional child tax credit amount N10960 Number of returns with refundable education credit A10960 Refundable education credit amount N11560 Number of returns with net premium tax credit A11560 Net premium tax credit amount N06500 Number of returns with income tax A06500 Income tax amount [10] N10300 Number of returns with tax liability A10300 Total tax liability amount [11] N85530 Number of returns with additional Medicare tax A85530 Additional Medicare tax amount N85300 Number of returns with net investment income tax A85300 Net investment income tax amount N11901 Number of returns with tax due at time of filing A11901 Tax due at time of filing amount [12] N11900 Number of returns with total overpayments A11900 Total overpayments amount N11902 Number of returns with overpayments refunded A11902 Overpayments refunded amount [13] N12000 Number of returns with credit to next year’s estimated tax A12000 Credited to next year’s estimated tax amount