_dta: 1. NBER URL: http://www.nber.org/data/soi-tax-stats-individual-income-tax-statistics-zip-code-data-soi.html 2. Source Page: https://www.irs.gov/uac/soi-tax-stats-individual-income-tax-statistics-zip-code-data-soi 3. Source File URL: https://www.irs.gov/pub/irs-soi/14zpallagi.csv 4. Source File (CSV|ZIP): 14zpallagi.csv 5. [1] For complete individual income tax tabulations at the State level, 6. see the historic table posted to Tax Stats at http://www.irs.gov/uac/SOI-Tax-Stats---Historic-Table-2. statefips: 1. The State Federal Information Processing System (FIPS) code state: 1. The State associated with the ZIP code. Two-digit State abbreviation code zipcode: 1. 5-digit Zip code agi_stub: 1. Size of adjusted gross income n1: 1. Number of returns mars1: 1. Number of single returns - Filing status is single mars2: 1. Number of joint returns - Filing status is married filing jointly mars4: 1. Number of head of household returns - Filing status is head of household prep: 1. Number of returns with paid preparer's signature n2: 1. Number of exemptions 1040:6d numdep: 1. Number of dependents 1040:6c total_vita: 1. Total number of volunteer prepared returns [3] 2. [3] The 'Number of volunteer prepared returns' shows counts of returns prepared 3. by IRS-certified volunteers to taxpayers with limited income, persons with disabilities, 4. limited English speaking taxpayers, current and former members of the military, 5. and taxpayers who are 60 years of age and older. vita: 1. Number of volunteer income tax assistance (VITA) prepared returns [3] 2. [3] The 'Number of volunteer prepared returns' shows counts of returns prepared 3. by IRS-certified volunteers to taxpayers with limited income, persons with disabilities, 4. limited English speaking taxpayers, current and former members of the military, 5. and taxpayers who are 60 years of age and older. tce: 1. Number of tax counseling for the elderly (TCE) prepared returns [3] 2. [3] The 'Number of volunteer prepared returns' shows counts of returns prepared 3. by IRS-certified volunteers to taxpayers with limited income, persons with disabilities, 4. limited English speaking taxpayers, current and former members of the military, 5. and taxpayers who are 60 years of age and older. a00100: 1. Adjust gross income (AGI) [2] 1040:37 / 1040A:21 / 1040EZ:4 2. [2] Does not include returns with adjusted gross deficit. n02650: 1. Number of returns with total income 1040:22 / 1040A:15 / 1040EZ:4 a02650: 1. Total income amount 1040:22 / 1040A:15 / 1040EZ:4 n00200: 1. Number of returns with salaries and wages 1040:7 / 1040A:7 / 1040EZ:1 a00200: 1. Salaries and wages amount 1040:7 / 1040A:7 / 1040EZ:1 n00300: 1. Number of returns with taxable interest 1040:8a / 1040A:8a / 1040EZ:2 a00300: 1. Taxable interest amount 1040:8a / 1040A:8a / 1040EZ:2 n00600: 1. Number of returns with ordinary dividends 1040:9a / 1040A:9a a00600: 1. Ordinary dividends amount 1040:9a / 1040A:9a n00650: 1. Number of returns with qualified dividends 1040:9b / 1040A:9b a00650: 1. Qualified dividends amount [4] 1040:9b / 1040A:9b n00700: 1. Number of returns with state and local income tax refunds 1040:10 a00700: 1. State and local income tax refunds amount 1040:10 n00900: 1. Number of returns with business or professional net income (less loss) 1040:12 a00900: 1. Business or professional net income (less loss) amount 1040:12 n01000: 1. Number of returns with net capital gain (less loss) 1040:13 1040A:10 a01000: 1. Net capital gain (less loss) amount 1040:13 1040A:10 n01400: 1. Number of returns with taxable individual retirement arrangements distributions 1040:15b / 1040:11b a01400: 1. Taxable individual retirement arrangements distributions amount 1040:15b / 1040:11b n01700: 1. Number of returns with taxable pensions and annuities 1040:16b / 1040A:12b a01700: 1. Taxable pensions and annuities amount 1040:16b / 1040A:12b schf: 1. Number of farm returns 1040:18 n02300: 1. Number of returns with unemployment compensation 1040:19 / 1040A:13 / 1040EZ:3 a02300: 1. Unemployment compensation amount [5] 1040:19 / 1040A:13 / 1040EZ:3 2. [5] Includes the Alaskan permanent fund, reported by residents of Alaska on Forms 1040A and 1040EZ's. 3. This fund only applies to statistics in the totals, and the state of Alaska. n02500: 1. Number of returns with taxable Social Security benefits 1040:20b / 1040A:14b a02500: 1. Taxable Social Security benefits amount 1040:20b / 1040A:14b n26270: 1. Number of returns with partnership/S-corp net income (less loss) Schedule E:32 a26270: 1. Partnership/S-corp net income (less loss) amount Schedule E:32 n02900: 1. Number of returns with total statutory adjustments 1040:36 / 1040A:20 a02900: 1. Total statutory adjustments amount 1040:36 / 1040A:20 n03220: 1. Number of returns with educator expenses 1040:23 / 1040A:16 a03220: 1. Educator expenses amount 1040:23 / 1040A:16 n03300: 1. Number of returns with self-employment retirement plans 1040:28 a03300: 1. Self-employment retirement plans amount 1040:28 n03270: 1. Number of returns with self-employment health insurance deduction 1040:29 a03270: 1. Self-employment health insurance deduction amount 1040:29 n03150: 1. Number of returns with IRA payments 1040:32 / 1040A:17 a03150: 1. IRA payments amount 1040:32 / 1040A:17 n03210: 1. Number of returns with student loan interest deduction 1040:33 / 1040A:18 a03210: 1. Student loan interest deduction amount 1040:33 / 1040A:18 n03230: 1. Number of returns with tuition and fees deduction 1040:34 / 1040A:19 a03230: 1. Tuition and fees deduction amount 1040:34 / 1040A:19 n03240: 1. Returns with domestic production activities deduction 1040:35 a03240: 1. Domestic production activities deduction amount 1040:35 n04470: 1. Number of returns with itemized deductions 1040:40 a04470: 1. Total itemized deductions amount 1040:40 a00101: 1. Amount of AGI for itemized returns 1040:37 n18425: 1. Number of returns with State and local income taxes Schedule A:5a a18425: 1. State and local income taxes amount Schedule A:5a n18450: 1. Number of returns with State and local general sales tax Schedule A:5b a18450: 1. State and local general sales tax amount Schedule A:5b n18500: 1. Number of returns with real estate taxes Schedule A:6 a18500: 1. Real estate taxes amount Schedule A:6 n18300: 1. Number of returns with taxes paid Schedule A:9 a18300: 1. Taxes paid amount Schedule A:9 n19300: 1. Number of returns with mortgage interest paid Schedule A:10 a19300: 1. Mortgage interest paid amount Schedule A:10 n19700: 1. Number of returns with contributions Schedule A:19 a19700: 1. Contributions amount Schedule A:19 n04800: 1. Number of returns with taxable income 1040:43 / 1040A:27 / 1040EZ:6 a04800: 1. Taxable income amount 1040:43 / 1040A:27 / 1040EZ:6 n05800: 1. Number of returns with income tax before credits 1040:47 / 1040A:30 / 1040EZ:10 a05800: 1. Income tax before credits amount 1040:47 / 1040A:30 / 1040EZ:10 n09600: 1. Number of returns with alternative minimum tax 1040:45 a09600: 1. Alternative minimum tax amount 1040:45 n05780: 1. Number of returns with excess advance premium tax credit repayment 1040:46/ 1040A:29 a05780: 1. Excess advance premium tax credit repayment amount 1040:46/ 1040A:29 n07100: 1. Number of returns with total tax credits 1040:55 / 1040A:36 a07100: 1. Total tax credits amount 1040:55 / 1040A:36 n07300: 1. Number of returns with foreign tax credit 1040:48 a07300: 1. Foreign tax credit amount 1040:48 n07180: 1. Number of returns with child and dependent care credit 1040:49 / 1040A:31 a07180: 1. Child and dependent care credit amount 1040:49 / 1040A:31 n07230: 1. Number of returns with nonrefundable education credit 1040:50 / 1040A:33 a07230: 1. Nonrefundable education credit amount 1040:50 / 1040A:33 n07240: 1. Number of returns with retirement savings contribution credit 1040:51 / 1040A:34 a07240: 1. Retirement savings contribution credit amount 1040:51 / 1040A:34 n07220: 1. Number of returns with child tax credit 1040:52 / 1040A:35 a07220: 1. Child tax credit amount 1040:52 / 1040A:35 n07260: 1. Number of returns with residential energy tax credit 1040:53 a07260: 1. Residential energy tax credit amount 1040:53 n09400: 1. Number of returns with self-employment tax 1040:57 a09400: 1. Self-employment tax amount 1040:57 n85770: 1. Number of returns with total premium tax credit 8962:24 a85770: 1. Total premium tax credit amount 8962:24 n85775: 1. Number of returns with advance premium tax credit 8962:25 a85775: 1. Advance premium tax credit amount 8962:25 n09750: 1. Number of returns with health care individual responsibility payment 1040:61 / 1040A:38 / 1040EZ:11 a09750: 1. Health care individual responsibility payment amount 1040:61 / 1040A:38 / 1040EZ:11 n10600: 1. Number of returns with total tax payments 1040:74 / 1040A:46 / 1040EZ:9 a10600: 1. Total tax payments amount 1040:74 / 1040A:46 / 1040EZ:9 n59660: 1. Number of returns with earned income credit 1040:66a / 1040A:42a / 1040EZ:8b a59660: 1. Earned income credit amount [6] 1040:66a / 1040A:42a / 1040EZ:8b 2. [6] Earned income credit includes both the refundable and non-refundable portions. 3. The non-refundable portion could reduce income tax and certain related taxes to zero. 4. The earned income credit amounts in excess of total tax liability, or amounts when there was no tax liability at all, were refundable. 5. See footnote 6 below for explanation of the refundable portion of the earned income credit. n59720: 1. Number of returns with excess earned income credit 1040:66a / 1040A:42a / 1040EZ:8b a59720: 1. Excess earned income credit (refundable) amount [7] 1040:66a / 1040A:42a / 1040EZ:8b 2. [7] The refundable portion of the earned income credit equals total income tax minus the earned income credit. 3. If the result is negative, this amount is considered the refundable portion. 4. No other refundable credits were taken into account for this calculation. n11070: 1. Number of returns with additional child tax credit 1040:67 / 1040A:43 a11070: 1. Additional child tax credit amount 1040:67 / 1040A:43 n10960: 1. Number of returns with refundable education credit 1040:68 / 1040A:44 a10960: 1. Refundable education credit amount 1040:68 / 1040A:44 n11560: 1. Number of returns with net premium tax credit 1040:69 / 1040A:45 a11560: 1. Net premium tax credit amount 1040:69 / 1040A:45 n06500: 1. Number of returns with income tax 1040:56 / 1040A:37 / 1040EZ:10 a06500: 1. Income tax amount [8] 1040:56 / 1040A:37 / 1040EZ:10 2. [4] 'Qualified dividends' are ordinary dividends received in tax years beginning after 2002 3. that meet certain conditions and receive preferential tax rates. 4. The maximum qualified dividends tax rate is 15%. 5. [8] Income tax reflects the amount reported on Form 1040 line 56. It also includes data from Form 1040A and 1040EZ filers. n10300: 1. Number of returns with tax liability 1040:63 / 1040A:39 / 1040EZ: 10 a10300: 1. Total tax liability amount [9] 1040:63 / 1040A:39 / 1040EZ: 10 2. [9] 'Total tax liability' differs from 'Income tax', in that 'Total tax liability' 3. includes the taxes from recapture of certain prior-year credits, tax applicable to individual retirement arrangements (IRA's), 4. social security taxes on self-employment income and on certain tip income, advanced earned income payments, 5. household employment taxes, and certain other taxes listed in the Form 1040 instructions. n85530: 1. Number of returns with additional Medicare tax 1040:62a a85530: 1. Additional Medicare tax amount 1040:62a n85300: 1. Number of returns with net investment income tax 1040:62b a85300: 1. Net investment income tax amount 1040:62b n11901: 1. Number of returns with tax due at time of filing 1040:78 / 1040A:50 / 1040EZ:14 a11901: 1. Tax due at time of filing amount [10] 1040:78 / 1040A:50 / 1040EZ:14 2. [10] Reflects payments to or withholdings made to 'Total tax liability'. 3. This is the amount the tax filer owes when the income tax return is filed. n11902: 1. Number of returns with overpayments refunded 1040:75 / 1040A:47 / 1040EZ:13a a11902: 1. Overpayments refunded amount [11] 1040:75 / 1040A:47 / 1040EZ:13a 2. [11] The amount of overpayments the tax filer requested to have refunded. obs: 166,686 vars: 128 26 Jun 2017 16:31 size: 83,676,372 (_dta has notes) ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ storage display value variable name type format label variable label ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ statefips str2 %9s * The State Federal Information Processing System (FIPS) code state str2 %9s * The State associated with the ZIP code zipcode str5 %9s * 5-digit Zip code agi_stub byte %23.0g agi_stub * Size of adjusted gross income n1 long %12.0g * Number of returns mars1 long %12.0g * Number of single returns mars2 long %12.0g * Number of joint returns mars4 long %12.0g * Number of head of household returns prep long %12.0g * Number of returns with paid preparer's signature n2 long %12.0g * Number of exemptions 1040:6d numdep long %12.0g * Number of dependents 1040:6c total_vita long %12.0g * Total number of volunteer prepared returns [3] vita long %8.0g * Number of volunteer income tax assistance (VITA) prepared returns [3] tce long %8.0g * Number of tax counseling for the elderly (TCE) prepared returns [3] a00100 long %12.0g * Adjust gross income (AGI) [2] 1040:37 / 1040A:21 / 1040EZ:4 n02650 long %12.0g * Number of returns with total income 1040:22 / 1040A:15 / 1040EZ:4 a02650 long %12.0g * Total income amount 1040:22 / 1040A:15 / 1040EZ:4 n00200 long %12.0g * Number of returns with salaries and wages 1040:7 / 1040A:7 / 1040EZ:1 a00200 long %12.0g * Salaries and wages amount 1040:7 / 1040A:7 / 1040EZ:1 n00300 long %12.0g * Number of returns with taxable interest 1040:8a / 1040A:8a / 1040EZ:2 a00300 long %12.0g * Taxable interest amount 1040:8a / 1040A:8a / 1040EZ:2 n00600 long %12.0g * Number of returns with ordinary dividends 1040:9a / 1040A:9a a00600 long %12.0g * Ordinary dividends amount 1040:9a / 1040A:9a n00650 long %12.0g * Number of returns with qualified dividends 1040:9b / 1040A:9b a00650 long %12.0g * Qualified dividends amount [4] 1040:9b / 1040A:9b n00700 long %12.0g * Number of returns with state and local income tax refunds 1040:10 a00700 long %12.0g * State and local income tax refunds amount 1040:10 n00900 long %12.0g * Number of returns with business or professional net income (less loss) 1040:12 a00900 long %12.0g * Business or professional net income (less loss) amount 1040:12 n01000 long %12.0g * Number of returns with net capital gain (less loss) 1040:13 1040A:10 a01000 long %12.0g * Net capital gain (less loss) amount 1040:13 1040A:10 n01400 long %12.0g * Number of returns with taxable individual retirement arrangements distributions a01400 long %12.0g * Taxable individual retirement arrangements distributions amount 1040:15b / 1040: n01700 long %12.0g * Number of returns with taxable pensions and annuities 1040:16b / 1040A:12b a01700 long %12.0g * Taxable pensions and annuities amount 1040:16b / 1040A:12b schf long %8.0g * Number of farm returns 1040:18 n02300 long %12.0g * Number of returns with unemployment compensation 1040:19 / 1040A:13 / 1040EZ:3 a02300 long %12.0g * Unemployment compensation amount [5] 1040:19 / 1040A:13 / 1040EZ:3 n02500 long %12.0g * Number of returns with taxable Social Security benefits 1040:20b / 1040A:14b a02500 long %12.0g * Taxable Social Security benefits amount 1040:20b / 1040A:14b n26270 long %12.0g * Number of returns with partnership/S-corp net income (less loss) Schedule E:32 a26270 long %12.0g * Partnership/S-corp net income (less loss) amount Schedule E:32 n02900 long %12.0g * Number of returns with total statutory adjustments 1040:36 / 1040A:20 a02900 long %12.0g * Total statutory adjustments amount 1040:36 / 1040A:20 n03220 long %8.0g * Number of returns with educator expenses 1040:23 / 1040A:16 a03220 int %8.0g * Educator expenses amount 1040:23 / 1040A:16 n03300 long %8.0g * Number of returns with self-employment retirement plans 1040:28 a03300 long %12.0g * Self-employment retirement plans amount 1040:28 n03270 long %8.0g * Number of returns with self-employment health insurance deduction 1040:29 a03270 long %12.0g * Self-employment health insurance deduction amount 1040:29 n03150 long %8.0g * Number of returns with IRA payments 1040:32 / 1040A:17 a03150 long %12.0g * IRA payments amount 1040:32 / 1040A:17 n03210 long %12.0g * Number of returns with student loan interest deduction 1040:33 / 1040A:18 a03210 long %12.0g * Student loan interest deduction amount 1040:33 / 1040A:18 n03230 long %8.0g * Number of returns with tuition and fees deduction 1040:34 / 1040A:19 a03230 long %8.0g * Tuition and fees deduction amount 1040:34 / 1040A:19 n03240 int %8.0g * Returns with domestic production activities deduction 1040:35 a03240 long %12.0g * Domestic production activities deduction amount 1040:35 n04470 long %12.0g * Number of returns with itemized deductions 1040:40 a04470 long %12.0g * Total itemized deductions amount 1040:40 a00101 long %12.0g * Amount of AGI for itemized returns 1040:37 n18425 long %12.0g * Number of returns with State and local income taxes Schedule A:5a a18425 long %12.0g * State and local income taxes amount Schedule A:5a n18450 long %12.0g * Number of returns with State and local general sales tax Schedule A:5b a18450 long %12.0g * State and local general sales tax amount Schedule A:5b n18500 long %12.0g * Number of returns with real estate taxes Schedule A:6 a18500 long %12.0g * Real estate taxes amount Schedule A:6 n18300 long %12.0g * Number of returns with taxes paid Schedule A:9 a18300 long %12.0g * Taxes paid amount Schedule A:9 n19300 long %12.0g * Number of returns with mortgage interest paid Schedule A:10 a19300 long %12.0g * Mortgage interest paid amount Schedule A:10 n19700 long %12.0g * Number of returns with contributions Schedule A:19 a19700 long %12.0g * Contributions amount Schedule A:19 n04800 long %12.0g * Number of returns with taxable income 1040:43 / 1040A:27 / 1040EZ:6 a04800 long %12.0g * Taxable income amount 1040:43 / 1040A:27 / 1040EZ:6 n05800 long %12.0g * Number of returns with income tax before credits 1040:47 / 1040A:30 / 1040EZ:10 a05800 long %12.0g * Income tax before credits amount 1040:47 / 1040A:30 / 1040EZ:10 n09600 long %12.0g * Number of returns with alternative minimum tax 1040:45 a09600 long %12.0g * Alternative minimum tax amount 1040:45 n05780 long %8.0g * Number of returns with excess advance premium tax credit repayment 1040:46/ 1040 a05780 long %8.0g * Excess advance premium tax credit repayment amount 1040:46/ 1040A:29 n07100 long %12.0g * Number of returns with total tax credits 1040:55 / 1040A:36 a07100 long %12.0g * Total tax credits amount 1040:55 / 1040A:36 n07300 long %12.0g * Number of returns with foreign tax credit 1040:48 a07300 long %12.0g * Foreign tax credit amount 1040:48 n07180 long %8.0g * Number of returns with child and dependent care credit 1040:49 / 1040A:31 a07180 long %8.0g * Child and dependent care credit amount 1040:49 / 1040A:31 n07230 long %12.0g * Number of returns with nonrefundable education credit 1040:50 / 1040A:33 a07230 long %12.0g * Nonrefundable education credit amount 1040:50 / 1040A:33 n07240 long %12.0g * Number of returns with retirement savings contribution credit 1040:51 / 1040A:34 a07240 long %8.0g * Retirement savings contribution credit amount 1040:51 / 1040A:34 n07220 long %12.0g * Number of returns with child tax credit 1040:52 / 1040A:35 a07220 long %12.0g * Child tax credit amount 1040:52 / 1040A:35 n07260 long %8.0g * Number of returns with residential energy tax credit 1040:53 a07260 long %8.0g * Residential energy tax credit amount 1040:53 n09400 long %12.0g * Number of returns with self-employment tax 1040:57 a09400 long %12.0g * Self-employment tax amount 1040:57 n85770 long %8.0g * Number of returns with total premium tax credit 8962:24 a85770 long %12.0g * Total premium tax credit amount 8962:24 n85775 long %8.0g * Number of returns with advance premium tax credit 8962:25 a85775 long %12.0g * Advance premium tax credit amount 8962:25 n09750 long %12.0g * Number of returns with health care individual responsibility payment 1040:61 / 1 a09750 long %8.0g * Health care individual responsibility payment amount 1040:61 / 1040A:38 / 1040EZ n10600 long %12.0g * Number of returns with total tax payments 1040:74 / 1040A:46 / 1040EZ:9 a10600 long %12.0g * Total tax payments amount 1040:74 / 1040A:46 / 1040EZ:9 n59660 long %12.0g * Number of returns with earned income credit 1040:66a / 1040A:42a / 1040EZ:8b a59660 long %12.0g * Earned income credit amount [6] 1040:66a / 1040A:42a / 1040EZ:8b n59720 long %12.0g * Number of returns with excess earned income credit 1040:66a / 1040A:42a / 1040EZ a59720 long %12.0g * Excess earned income credit (refundable) amount [7] 1040:66a / 1040A:42a / 1040 n11070 long %12.0g * Number of returns with additional child tax credit 1040:67 / 1040A:43 a11070 long %12.0g * Additional child tax credit amount 1040:67 / 1040A:43 n10960 long %12.0g * Number of returns with refundable education credit 1040:68 / 1040A:44 a10960 long %12.0g * Refundable education credit amount 1040:68 / 1040A:44 n11560 long %8.0g * Number of returns with net premium tax credit 1040:69 / 1040A:45 a11560 long %8.0g * Net premium tax credit amount 1040:69 / 1040A:45 n06500 long %12.0g * Number of returns with income tax 1040:56 / 1040A:37 / 1040EZ:10 a06500 long %12.0g * Income tax amount [8] 1040:56 / 1040A:37 / 1040EZ:10 n10300 long %12.0g * Number of returns with tax liability 1040:63 / 1040A:39 / 1040EZ: 10 a10300 long %12.0g * Total tax liability amount [9] 1040:63 / 1040A:39 / 1040EZ: 10 n85530 long %12.0g * Number of returns with additional Medicare tax 1040:62a a85530 long %12.0g * Additional Medicare tax amount 1040:62a n85300 long %12.0g * Number of returns with net investment income tax 1040:62b a85300 long %12.0g * Net investment income tax amount 1040:62b n11901 long %12.0g * Number of returns with tax due at time of filing 1040:78 / 1040A:50 / 1040EZ:14 a11901 long %12.0g * Tax due at time of filing amount [10] 1040:78 / 1040A:50 / 1040EZ:14 n11902 long %12.0g * Number of returns with overpayments refunded 1040:75 / 1040A:47 / 1040EZ:13a a11902 long %12.0g * Overpayments refunded amount [11] 1040:75 / 1040A:47 / 1040EZ:13a year float %9.0g Year * indicated variables have notes ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ Sorted by: zipcode statefips agi_stub year agi_stub: 1 $1 under $25,000 2 $25,000 under $50,000 3 $50,000 under $75,000 4 $75,000 under $100,000 5 $100,000 under $200,000 6 $200,000 or more