Zip Code Database List
1-800-425-1169
Account Login
Find ZIP+4 of Address

Find the ZIP Code, County, and +4 of any U.S. Address

FREE ZIP Code Finder

Find info on any U.S. ZIP Code

Other FREE Lookups

Lookup ZIP Code of any City, State, County or Area Code

FREE Radius Search

Find all ZIP Codes

FREE Distance Calc

Calculate the distance between two U.S. or Canadian ZIP codes.






ZIP Code Database - Facts & Stats

Share |

ZIP Code 08088 Income Tax Stats

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

ZIP Code 08088 Data

Zip Code:08088
City:Vincentown
State:NJ [New Jersey]
Counties: BURLINGTON, NJ
City Alias(es):Vincentown
Area Code:856
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


08088 Income Tax Overview

Total Number of Tax Returns for ZIP Code 08088 [1] 12,110
Total Number of Single Tax Returns for ZIP Code 08088 4,740
Total Number of Joint Tax Returns for ZIP Code 08088 5,480
Total Number of Dependents for ZIP Code 08088 5,940
Total Adjusted Gross Income for ZIP Code 08088 $1,004,907,000
Average Income per Person for ZIP Code 08088 $40,744
Average Income per Household for ZIP Code 08088 $82,982

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 3,480
Number of single returns 2,790
Number of joint returns 440
Number of head of household returns 210
Number of returns with paid preparer's signature 1,760
Number of exemptions 3,330
Number of dependents 490
Total number of volunteer prepared returns [5] 110
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 110
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 300
Number of elderly returns [4] 1,080
Adjust gross income (AGI) [5] $39,608,000
Number of returns with total income 3,480
Salaries and wages amount $40,288,000
Number of returns with salaries and wages 2,450
Salaries and wages amount $26,069
Number of returns with taxable interest 910
Taxable interest amount $519
Number of returns with ordinary dividends 540
Ordinary dividends amount $779,000
Number of returns with qualified dividends 480
Qualified dividends amount [6] $487
Number of returns with state and local income tax refunds 50
State and local income tax refunds amount $37
Number of returns with business or professional net income (less loss) 340
Business or professional net income (less loss) amount $2,143,000
Number of returns with net capital gain (less loss) 420
Net capital gain (less loss) amount $211,000
Number of returns with taxable individual retirement arrangements distributions 390
Taxable individual retirement arrangements distributions amount $2,355,000
Number of returns with taxable pensions and annuities 740
Taxable pensions and annuities amount $6,891,000
Number of farm returns 0
Number of returns with unemployment compensation 130
Unemployment compensation amount [7] $557,000
Number of returns with taxable Social Security benefits 320
Taxable Social Security benefits amount $675,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $55,000
Number of returns with total statutory adjustments 470
Total statutory adjustments amount $680,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $153,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 150
Student loan interest deduction amount $179,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $57,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 430
Total itemized deductions amount $7,370,000
Amount of AGI for itemized returns $6,186,000
Number of returns with State and local income taxes 80
State and local income taxes amount $45,000
Number of returns with State and local general sales tax 280
State and local general sales tax amount $172,000
Number of returns with real estate taxes 390
Real estate taxes amount $2,193,000
Number of returns with taxes paid 430
Taxes paid amount $2,451,000
Number of returns with mortgage interest paid 230
Mortgage interest paid amount $1,152,000
Number of returns with contributions 290
Contributions amount $394,000
Number of returns with taxable income 1,570
Taxable income amount $9,238,000
Number of returns with income tax before credits 1,540
Income tax before credits amount $1,001,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 280
Total tax credits amount $108,000
Number of returns with foreign tax credit 20
Foreign tax credit amount $0
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 100
Nonrefundable education credit amount $63,000
Number of returns with retirement savings contribution credit 100
Retirement savings contribution credit amount $17,000
Number of returns with child tax credit 40
Child tax credit amount $14,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 280
Self-employment tax amount $367,000
Number of returns with total tax payments 2,970
Total tax payments amount $4,523,000
Number of returns with earned income credit 580
Earned income credit amount [8] $1,015,000
Number of returns with excess earned income credit 440
Excess earned income credit (refundable) amount [9] $888,000
Number of returns with additional child tax credit 220
Additional child tax credit amount $253,000
Number of returns with refundable education credit 90
Refundable education credit amount $80,000
Number of returns with income tax 1,400
Income tax amount [10] $892,000
Number of returns with tax liability 1,640
Total tax liability amount [11] $1,321,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 330
Tax due at time of filing amount [12] $268,000
Number of returns with overpayments refunded 2,770
Overpayments refunded amount [13] $3,429,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $30,000

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

Number of returns 2,180
Number of single returns 1,350
Number of joint returns 510
Number of head of household returns 250
Number of returns with paid preparer's signature 1,160
Number of exemptions 3,340
Number of dependents 690
Total number of volunteer prepared returns [5] 70
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 70
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 270
Number of elderly returns [4] 820
Adjust gross income (AGI) [5] $79,894,000
Number of returns with total income 2,180
Salaries and wages amount $81,160,000
Number of returns with salaries and wages 1,620
Salaries and wages amount $53,458
Number of returns with taxable interest 730
Taxable interest amount $484
Number of returns with ordinary dividends 450
Ordinary dividends amount $1,238,000
Number of returns with qualified dividends 410
Qualified dividends amount [6] $826
Number of returns with state and local income tax refunds 200
State and local income tax refunds amount $119
Number of returns with business or professional net income (less loss) 190
Business or professional net income (less loss) amount $2,214,000
Number of returns with net capital gain (less loss) 340
Net capital gain (less loss) amount $596,000
Number of returns with taxable individual retirement arrangements distributions 350
Taxable individual retirement arrangements distributions amount $3,282,000
Number of returns with taxable pensions and annuities 640
Taxable pensions and annuities amount $12,299,000
Number of farm returns 50
Number of returns with unemployment compensation 130
Unemployment compensation amount [7] $855,000
Number of returns with taxable Social Security benefits 700
Taxable Social Security benefits amount $5,257,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $1,114,000
Number of returns with total statutory adjustments 440
Total statutory adjustments amount $1,266,000
Number of returns with educator expenses 40
Educator expenses amount $10,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $374,000
Number of returns with IRA payments 40
IRA payments amount $135,000
Number of returns with student loan interest deduction 220
Student loan interest deduction amount $261,000
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 650
Total itemized deductions amount $11,168,000
Amount of AGI for itemized returns $24,584,000
Number of returns with State and local income taxes 320
State and local income taxes amount $432,000
Number of returns with State and local general sales tax 300
State and local general sales tax amount $251,000
Number of returns with real estate taxes 570
Real estate taxes amount $3,259,000
Number of returns with taxes paid 650
Taxes paid amount $4,027,000
Number of returns with mortgage interest paid 400
Mortgage interest paid amount $2,301,000
Number of returns with contributions 490
Contributions amount $995,000
Number of returns with taxable income 2,090
Taxable income amount $43,301,000
Number of returns with income tax before credits 2,060
Income tax before credits amount $5,386,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 590
Total tax credits amount $452,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $34,000
Number of returns with nonrefundable education credit 130
Nonrefundable education credit amount $136,000
Number of returns with retirement savings contribution credit 190
Retirement savings contribution credit amount $33,000
Number of returns with child tax credit 240
Child tax credit amount $228,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $23,000
Number of returns with self-employment tax 170
Self-employment tax amount $502,000
Number of returns with total tax payments 2,110
Total tax payments amount $8,944,000
Number of returns with earned income credit 240
Earned income credit amount [8] $456,000
Number of returns with excess earned income credit 180
Excess earned income credit (refundable) amount [9] $344,000
Number of returns with additional child tax credit 160
Additional child tax credit amount $222,000
Number of returns with refundable education credit 80
Refundable education credit amount $71,000
Number of returns with income tax 1,910
Income tax amount [10] $4,934,000
Number of returns with tax liability 1,970
Total tax liability amount [11] $5,546,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 330
Tax due at time of filing amount [12] $512,000
Number of returns with overpayments refunded 1,800
Overpayments refunded amount [13] $3,831,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $55,000

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

Number of returns 1,720
Number of single returns 780
Number of joint returns 720
Number of head of household returns 160
Number of returns with paid preparer's signature 1,050
Number of exemptions 3,150
Number of dependents 720
Total number of volunteer prepared returns [5] 40
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
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] 150
Number of elderly returns [4] 770
Adjust gross income (AGI) [5] $106,295,000
Number of returns with total income 1,720
Salaries and wages amount $107,920,000
Number of returns with salaries and wages 1,290
Salaries and wages amount $66,951
Number of returns with taxable interest 770
Taxable interest amount $807
Number of returns with ordinary dividends 490
Ordinary dividends amount $1,648,000
Number of returns with qualified dividends 450
Qualified dividends amount [6] $1,182
Number of returns with state and local income tax refunds 440
State and local income tax refunds amount $298
Number of returns with business or professional net income (less loss) 210
Business or professional net income (less loss) amount $2,931,000
Number of returns with net capital gain (less loss) 360
Net capital gain (less loss) amount $1,282,000
Number of returns with taxable individual retirement arrangements distributions 340
Taxable individual retirement arrangements distributions amount $4,617,000
Number of returns with taxable pensions and annuities 630
Taxable pensions and annuities amount $17,300,000
Number of farm returns 0
Number of returns with unemployment compensation 100
Unemployment compensation amount [7] $754,000
Number of returns with taxable Social Security benefits 630
Taxable Social Security benefits amount $10,402,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $721,000
Number of returns with total statutory adjustments 480
Total statutory adjustments amount $1,625,000
Number of returns with educator expenses 80
Educator expenses amount $19,000
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $268,000
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $339,000
Number of returns with IRA payments 60
IRA payments amount $320,000
Number of returns with student loan interest deduction 220
Student loan interest deduction amount $281,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $28,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 920
Total itemized deductions amount $17,319,000
Amount of AGI for itemized returns $57,804,000
Number of returns with State and local income taxes 660
State and local income taxes amount $1,388,000
Number of returns with State and local general sales tax 250
State and local general sales tax amount $257,000
Number of returns with real estate taxes 860
Real estate taxes amount $5,581,000
Number of returns with taxes paid 920
Taxes paid amount $7,319,000
Number of returns with mortgage interest paid 680
Mortgage interest paid amount $4,365,000
Number of returns with contributions 760
Contributions amount $1,666,000
Number of returns with taxable income 1,700
Taxable income amount $68,691,000
Number of returns with income tax before credits 1,690
Income tax before credits amount $9,709,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 540
Total tax credits amount $657,000
Number of returns with foreign tax credit 110
Foreign tax credit amount $8,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $22,000
Number of returns with nonrefundable education credit 110
Nonrefundable education credit amount $136,000
Number of returns with retirement savings contribution credit 90
Retirement savings contribution credit amount $16,000
Number of returns with child tax credit 270
Child tax credit amount $409,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $47,000
Number of returns with self-employment tax 170
Self-employment tax amount $570,000
Number of returns with total tax payments 1,680
Total tax payments amount $12,589,000
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 60
Additional child tax credit amount $83,000
Number of returns with refundable education credit 80
Refundable education credit amount $80,000
Number of returns with income tax 1,630
Income tax amount [10] $9,052,000
Number of returns with tax liability 1,650
Total tax liability amount [11] $9,655,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 390
Tax due at time of filing amount [12] $878,000
Number of returns with overpayments refunded 1,280
Overpayments refunded amount [13] $3,636,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $143,000

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

Number of returns 1,320
Number of single returns 370
Number of joint returns 830
Number of head of household returns 100
Number of returns with paid preparer's signature 880
Number of exemptions 2,910
Number of dependents 760
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 70
Number of elderly returns [4] 600
Adjust gross income (AGI) [5] $115,024,000
Number of returns with total income 1,320
Salaries and wages amount $116,765,000
Number of returns with salaries and wages 1,050
Salaries and wages amount $74,680
Number of returns with taxable interest 640
Taxable interest amount $711
Number of returns with ordinary dividends 430
Ordinary dividends amount $1,465,000
Number of returns with qualified dividends 390
Qualified dividends amount [6] $918
Number of returns with state and local income tax refunds 500
State and local income tax refunds amount $453
Number of returns with business or professional net income (less loss) 220
Business or professional net income (less loss) amount $4,287,000
Number of returns with net capital gain (less loss) 330
Net capital gain (less loss) amount $1,305,000
Number of returns with taxable individual retirement arrangements distributions 270
Taxable individual retirement arrangements distributions amount $4,578,000
Number of returns with taxable pensions and annuities 510
Taxable pensions and annuities amount $16,352,000
Number of farm returns 20
Number of returns with unemployment compensation 100
Unemployment compensation amount [7] $768,000
Number of returns with taxable Social Security benefits 490
Taxable Social Security benefits amount $10,991,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $924,000
Number of returns with total statutory adjustments 400
Total statutory adjustments amount $1,741,000
Number of returns with educator expenses 80
Educator expenses amount $21,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $377,000
Number of returns with IRA payments 50
IRA payments amount $330,000
Number of returns with student loan interest deduction 120
Student loan interest deduction amount $111,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 20
Domestic production activities deduction amount $111,000
Number of returns with itemized deductions 870
Total itemized deductions amount $18,420,000
Amount of AGI for itemized returns $75,647,000
Number of returns with State and local income taxes 730
State and local income taxes amount $2,282,000
Number of returns with State and local general sales tax 130
State and local general sales tax amount $178,000
Number of returns with real estate taxes 820
Real estate taxes amount $5,854,000
Number of returns with taxes paid 870
Taxes paid amount $8,442,000
Number of returns with mortgage interest paid 700
Mortgage interest paid amount $4,897,000
Number of returns with contributions 750
Contributions amount $1,925,000
Number of returns with taxable income 1,320
Taxable income amount $79,411,000
Number of returns with income tax before credits 1,320
Income tax before credits amount $11,916,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 510
Total tax credits amount $748,000
Number of returns with foreign tax credit 140
Foreign tax credit amount $10,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $43,000
Number of returns with nonrefundable education credit 100
Nonrefundable education credit amount $141,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 300
Child tax credit amount $478,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $73,000
Number of returns with self-employment tax 190
Self-employment tax amount $778,000
Number of returns with total tax payments 1,310
Total tax payments amount $14,266,000
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 $35,000
Number of returns with refundable education credit 80
Refundable education credit amount $78,000
Number of returns with income tax 1,300
Income tax amount [10] $11,167,000
Number of returns with tax liability 1,310
Total tax liability amount [11] $12,029,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 360
Tax due at time of filing amount [12] $1,239,000
Number of returns with overpayments refunded 930
Overpayments refunded amount [13] $3,385,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $75,000

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

Number of returns 2,560
Number of single returns 240
Number of joint returns 2,200
Number of head of household returns 110
Number of returns with paid preparer's signature 1,740
Number of exemptions 7,100
Number of dependents 2,330
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] 120
Number of elderly returns [4] 910
Adjust gross income (AGI) [5] $352,614,000
Number of returns with total income 2,560
Salaries and wages amount $358,241,000
Number of returns with salaries and wages 2,240
Salaries and wages amount $256,963
Number of returns with taxable interest 1,420
Taxable interest amount $1,755
Number of returns with ordinary dividends 1,040
Ordinary dividends amount $4,943,000
Number of returns with qualified dividends 980
Qualified dividends amount [6] $3,494
Number of returns with state and local income tax refunds 1,220
State and local income tax refunds amount $1,509
Number of returns with business or professional net income (less loss) 470
Business or professional net income (less loss) amount $10,877,000
Number of returns with net capital gain (less loss) 810
Net capital gain (less loss) amount $6,886,000
Number of returns with taxable individual retirement arrangements distributions 470
Taxable individual retirement arrangements distributions amount $10,184,000
Number of returns with taxable pensions and annuities 890
Taxable pensions and annuities amount $38,471,000
Number of farm returns 60
Number of returns with unemployment compensation 200
Unemployment compensation amount [7] $1,229,000
Number of returns with taxable Social Security benefits 670
Taxable Social Security benefits amount $17,413,000
Number of returns with partnership/S-corp net income (less loss) 250
Partnership/S-corp net income (less loss) amount $6,693,000
Number of returns with total statutory adjustments 970
Total statutory adjustments amount $5,627,000
Number of returns with educator expenses 250
Educator expenses amount $67,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $1,210,000
Number of returns with self-employment health insurance deduction 100
Self-employment health insurance deduction amount $1,227,000
Number of returns with IRA payments 90
IRA payments amount $500,000
Number of returns with student loan interest deduction 290
Student loan interest deduction amount $306,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $88,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 2,250
Total itemized deductions amount $61,435,000
Amount of AGI for itemized returns $313,649,000
Number of returns with State and local income taxes 2,120
State and local income taxes amount $12,230,000
Number of returns with State and local general sales tax 120
State and local general sales tax amount $300,000
Number of returns with real estate taxes 2,180
Real estate taxes amount $19,043,000
Number of returns with taxes paid 2,250
Taxes paid amount $31,896,000
Number of returns with mortgage interest paid 1,910
Mortgage interest paid amount $15,827,000
Number of returns with contributions 1,990
Contributions amount $5,776,000
Number of returns with taxable income 2,560
Taxable income amount $258,584,000
Number of returns with income tax before credits 2,560
Income tax before credits amount $43,935,000
Number of returns with alternative minimum tax 110
Alternative minimum tax amount $230,000
Number of returns with total tax credits 1,120
Total tax credits amount $1,475,000
Number of returns with foreign tax credit 310
Foreign tax credit amount $29,000
Number of returns with child and dependent care credit 260
Child and dependent care credit amount $156,000
Number of returns with nonrefundable education credit 290
Nonrefundable education credit amount $397,000
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 $605,000
Number of returns with residential energy tax credit 100
Residential energy tax credit amount $233,000
Number of returns with self-employment tax 390
Self-employment tax amount $2,095,000
Number of returns with total tax payments 2,550
Total tax payments amount $49,767,000
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 270
Refundable education credit amount $253,000
Number of returns with income tax 2,540
Income tax amount [10] $42,460,000
Number of returns with tax liability 2,550
Total tax liability amount [11] $44,845,000
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] $3,537,000
Number of returns with overpayments refunded 1,690
Overpayments refunded amount [13] $7,848,000
Number of returns with credit to next year’s estimated tax 130
Credited to next year’s estimated tax amount $558,000

Adjusted Gross Income: $200,000 or more

Number of returns 850
Number of single returns 40
Number of joint returns 780
Number of head of household returns 20
Number of returns with paid preparer's signature 640
Number of exemptions 2,580
Number of dependents 950
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] 250
Adjust gross income (AGI) [5] $311,472,000
Number of returns with total income 850
Salaries and wages amount $319,278,000
Number of returns with salaries and wages 780
Salaries and wages amount $206,342
Number of returns with taxable interest 620
Taxable interest amount $2,283
Number of returns with ordinary dividends 510
Ordinary dividends amount $5,492,000
Number of returns with qualified dividends 490
Qualified dividends amount [6] $4,140
Number of returns with state and local income tax refunds 390
State and local income tax refunds amount $1,120
Number of returns with business or professional net income (less loss) 190
Business or professional net income (less loss) amount $14,702,000
Number of returns with net capital gain (less loss) 470
Net capital gain (less loss) amount $15,927,000
Number of returns with taxable individual retirement arrangements distributions 130
Taxable individual retirement arrangements distributions amount $4,403,000
Number of returns with taxable pensions and annuities 190
Taxable pensions and annuities amount $10,552,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $217,000
Number of returns with taxable Social Security benefits 120
Taxable Social Security benefits amount $3,357,000
Number of returns with partnership/S-corp net income (less loss) 230
Partnership/S-corp net income (less loss) amount $48,173,000
Number of returns with total statutory adjustments 330
Total statutory adjustments amount $7,806,000
Number of returns with educator expenses 60
Educator expenses amount $16,000
Number of returns with self-employment retirement plans 60
Self-employment retirement plans amount $2,189,000
Number of returns with self-employment health insurance deduction 110
Self-employment health insurance deduction amount $1,870,000
Number of returns with IRA payments 20
IRA payments amount $197,000
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 30
Domestic production activities deduction amount $1,378,000
Number of returns with itemized deductions 840
Total itemized deductions amount $43,259,000
Amount of AGI for itemized returns $307,467,000
Number of returns with State and local income taxes 830
State and local income taxes amount $18,811,000
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 820
Real estate taxes amount $10,659,000
Number of returns with taxes paid 840
Taxes paid amount $29,692,000
Number of returns with mortgage interest paid 700
Mortgage interest paid amount $8,038,000
Number of returns with contributions 790
Contributions amount $5,312,000
Number of returns with taxable income 850
Taxable income amount $260,135,000
Number of returns with income tax before credits 850
Income tax before credits amount $69,819,000
Number of returns with alternative minimum tax 550
Alternative minimum tax amount $2,982,000
Number of returns with total tax credits 300
Total tax credits amount $495,000
Number of returns with foreign tax credit 200
Foreign tax credit amount $288,000
Number of returns with child and dependent care credit 80
Child and dependent care credit amount $42,000
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 20
Residential energy tax credit amount $16,000
Number of returns with self-employment tax 190
Self-employment tax amount $1,997,000
Number of returns with total tax payments 840
Total tax payments amount $68,240,000
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 850
Income tax amount [10] $67,872,000
Number of returns with tax liability 850
Total tax liability amount [11] $71,024,000
Number of returns with net investment income tax 390
Net investment income tax $509,000
Number of returns with tax due at time of filing 400
Tax due at time of filing amount [12] $8,464,000
Number of returns with overpayments refunded 360
Overpayments refunded amount [13] $3,520,000
Number of returns with credit to next year’s estimated tax 100
Credited to next year’s estimated tax amount $1,990,000

[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.