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ZIP Code Database - Facts & Stats

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ZIP Code 07036 Income Tax Stats

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

ZIP Code 07036 Data

Zip Code:07036
City:Linden
State:NJ [New Jersey]
Counties: UNION, NJ
City Alias(es):Linden
Area Code:908
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





07036 Income Tax Overview

Total Number of Tax Returns for ZIP Code 07036 [1] 22,870
Total Number of Single Tax Returns for ZIP Code 07036 5,970
Total Number of Joint Tax Returns for ZIP Code 07036 6,180
Total Number of Dependents for ZIP Code 07036 13,090
Total Adjusted Gross Income for ZIP Code 07036 $1,177,557,000
Average Income per Person for ZIP Code 07036 $28,057
Average Income per Household for ZIP Code 07036 $51,489

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 7,750
Number of single returns 5,370
Number of joint returns 820
Number of head of household returns 1,440
Number of returns with paid preparer's signature 4,940
Number of exemptions 10,080
Number of dependents 2,940
Total number of volunteer prepared returns [5] 130
Number of volunteer income tax assistance (VITA) prepared returns [3] 50
Number of tax counseling for the elderly (TCE) prepared returns [3] 80
Number of volunteer prepared returns with Earned Income Credit 30
Number of refund anticipation check returns [3] 1,400
Number of elderly returns [4] 1,480
Adjust gross income (AGI) [5] $98,273,000
Number of returns with total income 7,750
Salaries and wages amount $100,269,000
Number of returns with salaries and wages 5,810
Salaries and wages amount $73,888
Number of returns with taxable interest 980
Taxable interest amount $737
Number of returns with ordinary dividends 390
Ordinary dividends amount $693,000
Number of returns with qualified dividends 340
Qualified dividends amount [6] $482
Number of returns with state and local income tax refunds 180
State and local income tax refunds amount $101
Number of returns with business or professional net income (less loss) 1,700
Business or professional net income (less loss) amount $12,878,000
Number of returns with net capital gain (less loss) 290
Net capital gain (less loss) amount $135,000
Number of returns with taxable individual retirement arrangements distributions 310
Taxable individual retirement arrangements distributions amount $1,719,000
Number of returns with taxable pensions and annuities 870
Taxable pensions and annuities amount $7,791,000
Number of farm returns 0
Number of returns with unemployment compensation 370
Unemployment compensation amount [7] $2,004,000
Number of returns with taxable Social Security benefits 350
Taxable Social Security benefits amount $661,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $238,000
Number of returns with total statutory adjustments 1,850
Total statutory adjustments amount $1,996,000
Number of returns with educator expenses 30
Educator expenses amount $8,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $75,000
Number of returns with IRA payments 30
IRA payments amount $94,000
Number of returns with student loan interest deduction 270
Student loan interest deduction amount $246,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $120,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 730
Total itemized deductions amount $11,322,000
Amount of AGI for itemized returns $10,811,000
Number of returns with State and local income taxes 220
State and local income taxes amount $172,000
Number of returns with State and local general sales tax 430
State and local general sales tax amount $239,000
Number of returns with real estate taxes 580
Real estate taxes amount $4,557,000
Number of returns with taxes paid 730
Taxes paid amount $5,098,000
Number of returns with mortgage interest paid 330
Mortgage interest paid amount $1,932,000
Number of returns with contributions 430
Contributions amount $709,000
Number of returns with taxable income 3,430
Taxable income amount $20,442,000
Number of returns with income tax before credits 3,420
Income tax before credits amount $2,165,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 840
Total tax credits amount $348,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $26,000
Number of returns with nonrefundable education credit 330
Nonrefundable education credit amount $198,000
Number of returns with retirement savings contribution credit 220
Retirement savings contribution credit amount $45,000
Number of returns with child tax credit 220
Child tax credit amount $73,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 1,490
Self-employment tax amount $2,092,000
Number of returns with total tax payments 6,970
Total tax payments amount $16,260,000
Number of returns with earned income credit 2,800
Earned income credit amount [8] $6,736,000
Number of returns with excess earned income credit 2,290
Excess earned income credit (refundable) amount [9] $5,609,000
Number of returns with additional child tax credit 1,440
Additional child tax credit amount $1,720,000
Number of returns with refundable education credit 540
Refundable education credit amount $469,000
Number of returns with income tax 2,820
Income tax amount [10] $1,817,000
Number of returns with tax liability 4,140
Total tax liability amount [11] $4,110,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,020
Tax due at time of filing amount [12] $1,049,000
Number of returns with overpayments refunded 6,340
Overpayments refunded amount [13] $13,130,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $47,000

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

Number of returns 6,220
Number of single returns 3,190
Number of joint returns 1,140
Number of head of household returns 1,730
Number of returns with paid preparer's signature 4,060
Number of exemptions 10,950
Number of dependents 3,610
Total number of volunteer prepared returns [5] 90
Number of volunteer income tax assistance (VITA) prepared returns [3] 50
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] 1,300
Number of elderly returns [4] 1,150
Adjust gross income (AGI) [5] $228,211,000
Number of returns with total income 6,220
Salaries and wages amount $230,634,000
Number of returns with salaries and wages 5,510
Salaries and wages amount $194,281
Number of returns with taxable interest 960
Taxable interest amount $913
Number of returns with ordinary dividends 490
Ordinary dividends amount $1,228,000
Number of returns with qualified dividends 430
Qualified dividends amount [6] $864
Number of returns with state and local income tax refunds 610
State and local income tax refunds amount $265
Number of returns with business or professional net income (less loss) 890
Business or professional net income (less loss) amount $8,989,000
Number of returns with net capital gain (less loss) 340
Net capital gain (less loss) amount $671,000
Number of returns with taxable individual retirement arrangements distributions 330
Taxable individual retirement arrangements distributions amount $2,893,000
Number of returns with taxable pensions and annuities 860
Taxable pensions and annuities amount $13,481,000
Number of farm returns 0
Number of returns with unemployment compensation 330
Unemployment compensation amount [7] $2,370,000
Number of returns with taxable Social Security benefits 760
Taxable Social Security benefits amount $5,499,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $1,263,000
Number of returns with total statutory adjustments 1,420
Total statutory adjustments amount $2,423,000
Number of returns with educator expenses 90
Educator expenses amount $23,000
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 $154,000
Number of returns with IRA payments 80
IRA payments amount $334,000
Number of returns with student loan interest deduction 630
Student loan interest deduction amount $664,000
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 1,620
Total itemized deductions amount $27,603,000
Amount of AGI for itemized returns $61,572,000
Number of returns with State and local income taxes 1,150
State and local income taxes amount $1,524,000
Number of returns with State and local general sales tax 430
State and local general sales tax amount $395,000
Number of returns with real estate taxes 1,050
Real estate taxes amount $8,032,000
Number of returns with taxes paid 1,620
Taxes paid amount $10,271,000
Number of returns with mortgage interest paid 780
Mortgage interest paid amount $4,716,000
Number of returns with contributions 1,150
Contributions amount $2,540,000
Number of returns with taxable income 5,990
Taxable income amount $118,530,000
Number of returns with income tax before credits 5,970
Income tax before credits amount $14,726,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 2,390
Total tax credits amount $2,334,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 410
Child and dependent care credit amount $276,000
Number of returns with nonrefundable education credit 690
Nonrefundable education credit amount $775,000
Number of returns with retirement savings contribution credit 700
Retirement savings contribution credit amount $119,000
Number of returns with child tax credit 1,270
Child tax credit amount $1,134,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $22,000
Number of returns with self-employment tax 630
Self-employment tax amount $1,643,000
Number of returns with total tax payments 6,060
Total tax payments amount $27,407,000
Number of returns with earned income credit 1,440
Earned income credit amount [8] $2,762,000
Number of returns with excess earned income credit 1,100
Excess earned income credit (refundable) amount [9] $2,070,000
Number of returns with additional child tax credit 980
Additional child tax credit amount $1,213,000
Number of returns with refundable education credit 540
Refundable education credit amount $499,000
Number of returns with income tax 5,000
Income tax amount [10] $12,392,000
Number of returns with tax liability 5,320
Total tax liability amount [11] $14,368,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 790
Tax due at time of filing amount [12] $1,560,000
Number of returns with overpayments refunded 5,390
Overpayments refunded amount [13] $14,482,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $56,000

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

Number of returns 3,810
Number of single returns 1,700
Number of joint returns 1,130
Number of head of household returns 870
Number of returns with paid preparer's signature 2,560
Number of exemptions 7,270
Number of dependents 2,340
Total number of volunteer prepared returns [5] 20
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 20
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 630
Number of elderly returns [4] 810
Adjust gross income (AGI) [5] $234,545,000
Number of returns with total income 3,810
Salaries and wages amount $236,692,000
Number of returns with salaries and wages 3,480
Salaries and wages amount $201,911
Number of returns with taxable interest 950
Taxable interest amount $761
Number of returns with ordinary dividends 500
Ordinary dividends amount $1,447,000
Number of returns with qualified dividends 450
Qualified dividends amount [6] $1,145
Number of returns with state and local income tax refunds 970
State and local income tax refunds amount $696
Number of returns with business or professional net income (less loss) 490
Business or professional net income (less loss) amount $4,309,000
Number of returns with net capital gain (less loss) 340
Net capital gain (less loss) amount $872,000
Number of returns with taxable individual retirement arrangements distributions 260
Taxable individual retirement arrangements distributions amount $3,341,000
Number of returns with taxable pensions and annuities 640
Taxable pensions and annuities amount $13,734,000
Number of farm returns 0
Number of returns with unemployment compensation 220
Unemployment compensation amount [7] $1,626,000
Number of returns with taxable Social Security benefits 540
Taxable Social Security benefits amount $8,410,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $1,431,000
Number of returns with total statutory adjustments 980
Total statutory adjustments amount $2,147,000
Number of returns with educator expenses 130
Educator expenses amount $33,000
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $394,000
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $331,000
Number of returns with IRA payments 90
IRA payments amount $362,000
Number of returns with student loan interest deduction 500
Student loan interest deduction amount $539,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $104,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,880
Total itemized deductions amount $36,635,000
Amount of AGI for itemized returns $117,299,000
Number of returns with State and local income taxes 1,640
State and local income taxes amount $3,949,000
Number of returns with State and local general sales tax 220
State and local general sales tax amount $242,000
Number of returns with real estate taxes 1,370
Real estate taxes amount $10,761,000
Number of returns with taxes paid 1,880
Taxes paid amount $15,391,000
Number of returns with mortgage interest paid 1,110
Mortgage interest paid amount $7,189,000
Number of returns with contributions 1,470
Contributions amount $3,825,000
Number of returns with taxable income 3,790
Taxable income amount $151,119,000
Number of returns with income tax before credits 3,790
Income tax before credits amount $21,685,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,320
Total tax credits amount $1,980,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 220
Child and dependent care credit amount $143,000
Number of returns with nonrefundable education credit 360
Nonrefundable education credit amount $513,000
Number of returns with retirement savings contribution credit 150
Retirement savings contribution credit amount $25,000
Number of returns with child tax credit 870
Child tax credit amount $1,226,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $44,000
Number of returns with self-employment tax 320
Self-employment tax amount $887,000
Number of returns with total tax payments 3,760
Total tax payments amount $29,739,000
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 140
Additional child tax credit amount $153,000
Number of returns with refundable education credit 280
Refundable education credit amount $277,000
Number of returns with income tax 3,640
Income tax amount [10] $19,705,000
Number of returns with tax liability 3,690
Total tax liability amount [11] $20,853,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 660
Tax due at time of filing amount [12] $1,578,000
Number of returns with overpayments refunded 3,120
Overpayments refunded amount [13] $10,182,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $96,000

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

Number of returns 2,260
Number of single returns 710
Number of joint returns 1,060
Number of head of household returns 440
Number of returns with paid preparer's signature 1,620
Number of exemptions 4,960
Number of dependents 1,650
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] 300
Number of elderly returns [4] 550
Adjust gross income (AGI) [5] $194,959,000
Number of returns with total income 2,260
Salaries and wages amount $196,190,000
Number of returns with salaries and wages 2,070
Salaries and wages amount $163,933
Number of returns with taxable interest 750
Taxable interest amount $896
Number of returns with ordinary dividends 390
Ordinary dividends amount $1,587,000
Number of returns with qualified dividends 360
Qualified dividends amount [6] $1,163
Number of returns with state and local income tax refunds 900
State and local income tax refunds amount $893
Number of returns with business or professional net income (less loss) 270
Business or professional net income (less loss) amount $2,261,000
Number of returns with net capital gain (less loss) 300
Net capital gain (less loss) amount $1,159,000
Number of returns with taxable individual retirement arrangements distributions 190
Taxable individual retirement arrangements distributions amount $3,307,000
Number of returns with taxable pensions and annuities 500
Taxable pensions and annuities amount $13,225,000
Number of farm returns 0
Number of returns with unemployment compensation 130
Unemployment compensation amount [7] $808,000
Number of returns with taxable Social Security benefits 400
Taxable Social Security benefits amount $8,030,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $937,000
Number of returns with total statutory adjustments 500
Total statutory adjustments amount $1,231,000
Number of returns with educator expenses 90
Educator expenses amount $23,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 40
IRA payments amount $222,000
Number of returns with student loan interest deduction 180
Student loan interest deduction amount $166,000
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 1,490
Total itemized deductions amount $33,681,000
Amount of AGI for itemized returns $129,649,000
Number of returns with State and local income taxes 1,400
State and local income taxes amount $5,004,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $126,000
Number of returns with real estate taxes 1,210
Real estate taxes amount $9,984,000
Number of returns with taxes paid 1,490
Taxes paid amount $15,589,000
Number of returns with mortgage interest paid 1,030
Mortgage interest paid amount $7,071,000
Number of returns with contributions 1,220
Contributions amount $3,451,000
Number of returns with taxable income 2,250
Taxable income amount $133,421,000
Number of returns with income tax before credits 2,250
Income tax before credits amount $20,660,000
Number of returns with alternative minimum tax 40
Alternative minimum tax amount $45,000
Number of returns with total tax credits 870
Total tax credits amount $1,360,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $10,000
Number of returns with child and dependent care credit 190
Child and dependent care credit amount $125,000
Number of returns with nonrefundable education credit 230
Nonrefundable education credit amount $309,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 610
Child tax credit amount $851,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $39,000
Number of returns with self-employment tax 180
Self-employment tax amount $508,000
Number of returns with total tax payments 2,240
Total tax payments amount $26,163,000
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 20
Additional child tax credit amount $26,000
Number of returns with refundable education credit 190
Refundable education credit amount $179,000
Number of returns with income tax 2,230
Income tax amount [10] $19,300,000
Number of returns with tax liability 2,230
Total tax liability amount [11] $19,977,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 420
Tax due at time of filing amount [12] $1,168,000
Number of returns with overpayments refunded 1,820
Overpayments refunded amount [13] $7,264,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $49,000

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

Number of returns 2,500
Number of single returns 460
Number of joint returns 1,770
Number of head of household returns 240
Number of returns with paid preparer's signature 1,810
Number of exemptions 6,500
Number of dependents 2,240
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] 270
Number of elderly returns [4] 600
Adjust gross income (AGI) [5] $326,132,000
Number of returns with total income 2,500
Salaries and wages amount $328,144,000
Number of returns with salaries and wages 2,340
Salaries and wages amount $273,869
Number of returns with taxable interest 1,030
Taxable interest amount $1,181
Number of returns with ordinary dividends 620
Ordinary dividends amount $3,064,000
Number of returns with qualified dividends 570
Qualified dividends amount [6] $2,476
Number of returns with state and local income tax refunds 1,200
State and local income tax refunds amount $1,349
Number of returns with business or professional net income (less loss) 320
Business or professional net income (less loss) amount $4,309,000
Number of returns with net capital gain (less loss) 480
Net capital gain (less loss) amount $3,235,000
Number of returns with taxable individual retirement arrangements distributions 260
Taxable individual retirement arrangements distributions amount $6,359,000
Number of returns with taxable pensions and annuities 610
Taxable pensions and annuities amount $21,123,000
Number of farm returns 0
Number of returns with unemployment compensation 170
Unemployment compensation amount [7] $1,077,000
Number of returns with taxable Social Security benefits 390
Taxable Social Security benefits amount $8,856,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $2,638,000
Number of returns with total statutory adjustments 690
Total statutory adjustments amount $2,012,000
Number of returns with educator expenses 180
Educator expenses amount $50,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $253,000
Number of returns with IRA payments 60
IRA payments amount $328,000
Number of returns with student loan interest deduction 260
Student loan interest deduction amount $284,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $103,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 2,070
Total itemized deductions amount $57,449,000
Amount of AGI for itemized returns $274,796,000
Number of returns with State and local income taxes 2,000
State and local income taxes amount $11,862,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $124,000
Number of returns with real estate taxes 1,860
Real estate taxes amount $17,322,000
Number of returns with taxes paid 2,070
Taxes paid amount $29,809,000
Number of returns with mortgage interest paid 1,590
Mortgage interest paid amount $13,038,000
Number of returns with contributions 1,770
Contributions amount $5,860,000
Number of returns with taxable income 2,490
Taxable income amount $237,589,000
Number of returns with income tax before credits 2,490
Income tax before credits amount $41,196,000
Number of returns with alternative minimum tax 170
Alternative minimum tax amount $292,000
Number of returns with total tax credits 940
Total tax credits amount $1,319,000
Number of returns with foreign tax credit 130
Foreign tax credit amount $17,000
Number of returns with child and dependent care credit 250
Child and dependent care credit amount $160,000
Number of returns with nonrefundable education credit 270
Nonrefundable education credit amount $408,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 490
Child tax credit amount $639,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $69,000
Number of returns with self-employment tax 230
Self-employment tax amount $839,000
Number of returns with total tax payments 2,480
Total tax payments amount $48,145,000
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 240
Refundable education credit amount $240,000
Number of returns with income tax 2,490
Income tax amount [10] $39,877,000
Number of returns with tax liability 2,490
Total tax liability amount [11] $41,156,000
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] $2,683,000
Number of returns with overpayments refunded 1,880
Overpayments refunded amount [13] $9,490,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $155,000

Adjusted Gross Income: $200,000 or more

Number of returns 330
Number of single returns 50
Number of joint returns 260
Number of head of household returns 20
Number of returns with paid preparer's signature 260
Number of exemptions 900
Number of dependents 310
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] $95,437,000
Number of returns with total income 330
Salaries and wages amount $96,274,000
Number of returns with salaries and wages 300
Salaries and wages amount $63,528
Number of returns with taxable interest 210
Taxable interest amount $418
Number of returns with ordinary dividends 150
Ordinary dividends amount $2,093,000
Number of returns with qualified dividends 150
Qualified dividends amount [6] $1,841
Number of returns with state and local income tax refunds 150
State and local income tax refunds amount $329
Number of returns with business or professional net income (less loss) 50
Business or professional net income (less loss) amount $3,900,000
Number of returns with net capital gain (less loss) 140
Net capital gain (less loss) amount $5,387,000
Number of returns with taxable individual retirement arrangements distributions 50
Taxable individual retirement arrangements distributions amount $2,924,000
Number of returns with taxable pensions and annuities 110
Taxable pensions and annuities amount $7,286,000
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 60
Taxable Social Security benefits amount $1,567,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $6,515,000
Number of returns with total statutory adjustments 80
Total statutory adjustments amount $837,000
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 0
Self-employment health insurance deduction amount $0
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 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 320
Total itemized deductions amount $14,181,000
Amount of AGI for itemized returns $91,668,000
Number of returns with State and local income taxes 310
State and local income taxes amount $5,445,000
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 290
Real estate taxes amount $3,224,000
Number of returns with taxes paid 320
Taxes paid amount $8,851,000
Number of returns with mortgage interest paid 230
Mortgage interest paid amount $2,139,000
Number of returns with contributions 300
Contributions amount $1,630,000
Number of returns with taxable income 330
Taxable income amount $77,880,000
Number of returns with income tax before credits 330
Income tax before credits amount $18,801,000
Number of returns with alternative minimum tax 220
Alternative minimum tax amount $995,000
Number of returns with total tax credits 90
Total tax credits amount $58,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $7,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $23,000
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 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 40
Self-employment tax amount $345,000
Number of returns with total tax payments 330
Total tax payments amount $19,142,000
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 330
Income tax amount [10] $18,743,000
Number of returns with tax liability 330
Total tax liability amount [11] $19,478,000
Number of returns with net investment income tax 130
Net investment income tax $140,000
Number of returns with tax due at time of filing 160
Tax due at time of filing amount [12] $2,557,000
Number of returns with overpayments refunded 150
Overpayments refunded amount [13] $963,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $780,000

[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.