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ZIP Code Database - Facts & Stats

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ZIP Code 10002 Income Tax Stats

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

ZIP Code 10002 Data

Zip Code:10002
City:New York
State:NY [New York]
Counties: NEW YORK, NY
City Alias(es):New York
Area Code:718
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





10002 Income Tax Overview

Total Number of Tax Returns for ZIP Code 10002 [1] 42,290
Total Number of Single Tax Returns for ZIP Code 10002 10,070
Total Number of Joint Tax Returns for ZIP Code 10002 10,170
Total Number of Dependents for ZIP Code 10002 16,840
Total Adjusted Gross Income for ZIP Code 10002 $2,489,499,000
Average Income per Person for ZIP Code 10002 $30,580
Average Income per Household for ZIP Code 10002 $58,867

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 20,160
Number of single returns 12,300
Number of joint returns 4,840
Number of head of household returns 2,690
Number of returns with paid preparer's signature 14,470
Number of exemptions 31,410
Number of dependents 7,560
Total number of volunteer prepared returns [5] 980
Number of volunteer income tax assistance (VITA) prepared returns [3] 830
Number of tax counseling for the elderly (TCE) prepared returns [3] 150
Number of volunteer prepared returns with Earned Income Credit 300
Number of refund anticipation check returns [3] 1,580
Number of elderly returns [4] 4,750
Adjust gross income (AGI) [5] $242,543,000
Number of returns with total income 20,160
Salaries and wages amount $246,980,000
Number of returns with salaries and wages 15,200
Salaries and wages amount $195,324
Number of returns with taxable interest 2,360
Taxable interest amount $1,185
Number of returns with ordinary dividends 1,330
Ordinary dividends amount $2,045,000
Number of returns with qualified dividends 1,210
Qualified dividends amount [6] $1,474
Number of returns with state and local income tax refunds 120
State and local income tax refunds amount $118
Number of returns with business or professional net income (less loss) 4,020
Business or professional net income (less loss) amount $31,697,000
Number of returns with net capital gain (less loss) 1,100
Net capital gain (less loss) amount $767,000
Number of returns with taxable individual retirement arrangements distributions 570
Taxable individual retirement arrangements distributions amount $3,299,000
Number of returns with taxable pensions and annuities 1,560
Taxable pensions and annuities amount $10,185,000
Number of farm returns 0
Number of returns with unemployment compensation 290
Unemployment compensation amount [7] $1,361,000
Number of returns with taxable Social Security benefits 300
Taxable Social Security benefits amount $618,000
Number of returns with partnership/S-corp net income (less loss) 370
Partnership/S-corp net income (less loss) amount $1,199,000
Number of returns with total statutory adjustments 4,530
Total statutory adjustments amount $4,437,000
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 110
Self-employment health insurance deduction amount $434,000
Number of returns with IRA payments 160
IRA payments amount $553,000
Number of returns with student loan interest deduction 390
Student loan interest deduction amount $348,000
Number of returns with tuition and fees deduction 120
Tuition and fees deduction amount $371,000
Returns with domestic production activities deduction 20
Domestic production activities deduction amount $9,000
Number of returns with itemized deductions 440
Total itemized deductions amount $6,654,000
Amount of AGI for itemized returns $6,341,000
Number of returns with State and local income taxes 210
State and local income taxes amount $643,000
Number of returns with State and local general sales tax 170
State and local general sales tax amount $91,000
Number of returns with real estate taxes 220
Real estate taxes amount $1,201,000
Number of returns with taxes paid 410
Taxes paid amount $1,963,000
Number of returns with mortgage interest paid 190
Mortgage interest paid amount $1,017,000
Number of returns with contributions 240
Contributions amount $408,000
Number of returns with taxable income 6,680
Taxable income amount $36,192,000
Number of returns with income tax before credits 6,570
Income tax before credits amount $3,757,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,310
Total tax credits amount $446,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $34,000
Number of returns with nonrefundable education credit 330
Nonrefundable education credit amount $192,000
Number of returns with retirement savings contribution credit 470
Retirement savings contribution credit amount $105,000
Number of returns with child tax credit 350
Child tax credit amount $103,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 3,940
Self-employment tax amount $4,910,000
Number of returns with total tax payments 16,240
Total tax payments amount $34,453,000
Number of returns with earned income credit 10,510
Earned income credit amount [8] $19,277,000
Number of returns with excess earned income credit 8,570
Excess earned income credit (refundable) amount [9] $16,994,000
Number of returns with additional child tax credit 3,460
Additional child tax credit amount $4,385,000
Number of returns with refundable education credit 590
Refundable education credit amount $489,000
Number of returns with income tax 5,730
Income tax amount [10] $3,311,000
Number of returns with tax liability 9,060
Total tax liability amount [11] $8,705,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 3,820
Tax due at time of filing amount [12] $3,349,000
Number of returns with overpayments refunded 13,890
Overpayments refunded amount [13] $28,853,000
Number of returns with credit to next year’s estimated tax 100
Credited to next year’s estimated tax amount $203,000

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

Number of returns 8,460
Number of single returns 4,770
Number of joint returns 2,030
Number of head of household returns 1,490
Number of returns with paid preparer's signature 5,360
Number of exemptions 14,990
Number of dependents 4,560
Total number of volunteer prepared returns [5] 260
Number of volunteer income tax assistance (VITA) prepared returns [3] 180
Number of tax counseling for the elderly (TCE) prepared returns [3] 70
Number of volunteer prepared returns with Earned Income Credit 40
Number of refund anticipation check returns [3] 1,080
Number of elderly returns [4] 1,290
Adjust gross income (AGI) [5] $304,240,000
Number of returns with total income 8,460
Salaries and wages amount $309,369,000
Number of returns with salaries and wages 7,690
Salaries and wages amount $261,752
Number of returns with taxable interest 1,560
Taxable interest amount $1,275
Number of returns with ordinary dividends 1,130
Ordinary dividends amount $3,166,000
Number of returns with qualified dividends 1,050
Qualified dividends amount [6] $2,380
Number of returns with state and local income tax refunds 360
State and local income tax refunds amount $359
Number of returns with business or professional net income (less loss) 1,160
Business or professional net income (less loss) amount $15,158,000
Number of returns with net capital gain (less loss) 970
Net capital gain (less loss) amount $2,388,000
Number of returns with taxable individual retirement arrangements distributions 310
Taxable individual retirement arrangements distributions amount $2,915,000
Number of returns with taxable pensions and annuities 730
Taxable pensions and annuities amount $12,314,000
Number of farm returns 0
Number of returns with unemployment compensation 250
Unemployment compensation amount [7] $1,558,000
Number of returns with taxable Social Security benefits 680
Taxable Social Security benefits amount $4,405,000
Number of returns with partnership/S-corp net income (less loss) 310
Partnership/S-corp net income (less loss) amount $2,761,000
Number of returns with total statutory adjustments 2,060
Total statutory adjustments amount $5,129,000
Number of returns with educator expenses 90
Educator expenses amount $21,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $531,000
Number of returns with self-employment health insurance deduction 140
Self-employment health insurance deduction amount $599,000
Number of returns with IRA payments 310
IRA payments amount $1,455,000
Number of returns with student loan interest deduction 760
Student loan interest deduction amount $834,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $73,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 960
Total itemized deductions amount $14,579,000
Amount of AGI for itemized returns $37,514,000
Number of returns with State and local income taxes 800
State and local income taxes amount $2,611,000
Number of returns with State and local general sales tax 130
State and local general sales tax amount $100,000
Number of returns with real estate taxes 360
Real estate taxes amount $1,991,000
Number of returns with taxes paid 960
Taxes paid amount $4,796,000
Number of returns with mortgage interest paid 320
Mortgage interest paid amount $1,753,000
Number of returns with contributions 670
Contributions amount $1,631,000
Number of returns with taxable income 8,060
Taxable income amount $166,203,000
Number of returns with income tax before credits 7,990
Income tax before credits amount $20,677,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 2,750
Total tax credits amount $2,234,000
Number of returns with foreign tax credit 260
Foreign tax credit amount $45,000
Number of returns with child and dependent care credit 440
Child and dependent care credit amount $245,000
Number of returns with nonrefundable education credit 540
Nonrefundable education credit amount $597,000
Number of returns with retirement savings contribution credit 780
Retirement savings contribution credit amount $176,000
Number of returns with child tax credit 1,410
Child tax credit amount $1,150,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 980
Self-employment tax amount $2,623,000
Number of returns with total tax payments 7,990
Total tax payments amount $35,646,000
Number of returns with earned income credit 1,850
Earned income credit amount [8] $4,898,000
Number of returns with excess earned income credit 1,580
Excess earned income credit (refundable) amount [9] $4,249,000
Number of returns with additional child tax credit 1,310
Additional child tax credit amount $1,836,000
Number of returns with refundable education credit 320
Refundable education credit amount $272,000
Number of returns with income tax 6,860
Income tax amount [10] $18,444,000
Number of returns with tax liability 7,210
Total tax liability amount [11] $21,578,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,740
Tax due at time of filing amount [12] $3,404,000
Number of returns with overpayments refunded 6,570
Overpayments refunded amount [13] $17,068,000
Number of returns with credit to next year’s estimated tax 120
Credited to next year’s estimated tax amount $333,000

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

Number of returns 5,030
Number of single returns 3,460
Number of joint returns 710
Number of head of household returns 710
Number of returns with paid preparer's signature 2,820
Number of exemptions 7,380
Number of dependents 1,650
Total number of volunteer prepared returns [5] 70
Number of volunteer income tax assistance (VITA) prepared returns [3] 30
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] 620
Number of elderly returns [4] 720
Adjust gross income (AGI) [5] $307,625,000
Number of returns with total income 5,030
Salaries and wages amount $312,588,000
Number of returns with salaries and wages 4,670
Salaries and wages amount $267,996
Number of returns with taxable interest 1,420
Taxable interest amount $1,166
Number of returns with ordinary dividends 1,120
Ordinary dividends amount $2,850,000
Number of returns with qualified dividends 1,030
Qualified dividends amount [6] $2,141
Number of returns with state and local income tax refunds 640
State and local income tax refunds amount $555
Number of returns with business or professional net income (less loss) 660
Business or professional net income (less loss) amount $10,407,000
Number of returns with net capital gain (less loss) 950
Net capital gain (less loss) amount $2,839,000
Number of returns with taxable individual retirement arrangements distributions 230
Taxable individual retirement arrangements distributions amount $3,245,000
Number of returns with taxable pensions and annuities 510
Taxable pensions and annuities amount $12,570,000
Number of farm returns 0
Number of returns with unemployment compensation 120
Unemployment compensation amount [7] $639,000
Number of returns with taxable Social Security benefits 440
Taxable Social Security benefits amount $6,866,000
Number of returns with partnership/S-corp net income (less loss) 210
Partnership/S-corp net income (less loss) amount $2,545,000
Number of returns with total statutory adjustments 1,590
Total statutory adjustments amount $4,963,000
Number of returns with educator expenses 100
Educator expenses amount $23,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $483,000
Number of returns with self-employment health insurance deduction 110
Self-employment health insurance deduction amount $669,000
Number of returns with IRA payments 230
IRA payments amount $1,048,000
Number of returns with student loan interest deduction 840
Student loan interest deduction amount $944,000
Number of returns with tuition and fees deduction 90
Tuition and fees deduction amount $181,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,590
Total itemized deductions amount $23,939,000
Amount of AGI for itemized returns $101,025,000
Number of returns with State and local income taxes 1,480
State and local income taxes amount $8,352,000
Number of returns with State and local general sales tax 100
State and local general sales tax amount $118,000
Number of returns with real estate taxes 510
Real estate taxes amount $2,647,000
Number of returns with taxes paid 1,590
Taxes paid amount $11,301,000
Number of returns with mortgage interest paid 420
Mortgage interest paid amount $2,078,000
Number of returns with contributions 1,140
Contributions amount $2,505,000
Number of returns with taxable income 5,010
Taxable income amount $226,701,000
Number of returns with income tax before credits 5,000
Income tax before credits amount $34,800,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,190
Total tax credits amount $1,387,000
Number of returns with foreign tax credit 340
Foreign tax credit amount $51,000
Number of returns with child and dependent care credit 200
Child and dependent care credit amount $122,000
Number of returns with nonrefundable education credit 220
Nonrefundable education credit amount $295,000
Number of returns with retirement savings contribution credit 130
Retirement savings contribution credit amount $27,000
Number of returns with child tax credit 620
Child tax credit amount $847,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 500
Self-employment tax amount $1,765,000
Number of returns with total tax payments 4,920
Total tax payments amount $42,928,000
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 80
Additional child tax credit amount $126,000
Number of returns with refundable education credit 140
Refundable education credit amount $126,000
Number of returns with income tax 4,930
Income tax amount [10] $33,414,000
Number of returns with tax liability 4,950
Total tax liability amount [11] $35,436,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,100
Tax due at time of filing amount [12] $3,019,000
Number of returns with overpayments refunded 3,830
Overpayments refunded amount [13] $10,041,000
Number of returns with credit to next year’s estimated tax 110
Credited to next year’s estimated tax amount $409,000

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

Number of returns 2,840
Number of single returns 1,990
Number of joint returns 500
Number of head of household returns 280
Number of returns with paid preparer's signature 1,600
Number of exemptions 4,190
Number of dependents 860
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] 330
Number of elderly returns [4] 410
Adjust gross income (AGI) [5] $244,972,000
Number of returns with total income 2,840
Salaries and wages amount $247,706,000
Number of returns with salaries and wages 2,640
Salaries and wages amount $209,671
Number of returns with taxable interest 1,040
Taxable interest amount $882
Number of returns with ordinary dividends 890
Ordinary dividends amount $3,094,000
Number of returns with qualified dividends 830
Qualified dividends amount [6] $2,495
Number of returns with state and local income tax refunds 780
State and local income tax refunds amount $728
Number of returns with business or professional net income (less loss) 420
Business or professional net income (less loss) amount $8,970,000
Number of returns with net capital gain (less loss) 800
Net capital gain (less loss) amount $3,126,000
Number of returns with taxable individual retirement arrangements distributions 150
Taxable individual retirement arrangements distributions amount $2,510,000
Number of returns with taxable pensions and annuities 330
Taxable pensions and annuities amount $10,611,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $353,000
Number of returns with taxable Social Security benefits 250
Taxable Social Security benefits amount $4,649,000
Number of returns with partnership/S-corp net income (less loss) 190
Partnership/S-corp net income (less loss) amount $2,249,000
Number of returns with total statutory adjustments 670
Total statutory adjustments amount $2,734,000
Number of returns with educator expenses 90
Educator expenses amount $21,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $718,000
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $509,000
Number of returns with IRA payments 90
IRA payments amount $476,000
Number of returns with student loan interest deduction 160
Student loan interest deduction amount $86,000
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 2,090
Total itemized deductions amount $28,877,000
Amount of AGI for itemized returns $181,253,000
Number of returns with State and local income taxes 2,020
State and local income taxes amount $16,077,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $72,000
Number of returns with real estate taxes 520
Real estate taxes amount $2,715,000
Number of returns with taxes paid 2,080
Taxes paid amount $18,981,000
Number of returns with mortgage interest paid 440
Mortgage interest paid amount $2,496,000
Number of returns with contributions 1,260
Contributions amount $2,331,000
Number of returns with taxable income 2,830
Taxable income amount $191,859,000
Number of returns with income tax before credits 2,830
Income tax before credits amount $33,769,000
Number of returns with alternative minimum tax 40
Alternative minimum tax amount $55,000
Number of returns with total tax credits 650
Total tax credits amount $710,000
Number of returns with foreign tax credit 310
Foreign tax credit amount $83,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $66,000
Number of returns with nonrefundable education credit 100
Nonrefundable education credit amount $128,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 290
Child tax credit amount $393,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 330
Self-employment tax amount $1,489,000
Number of returns with total tax payments 2,780
Total tax payments amount $38,853,000
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 70
Refundable education credit amount $70,000
Number of returns with income tax 2,820
Income tax amount [10] $33,059,000
Number of returns with tax liability 2,820
Total tax liability amount [11] $34,760,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 640
Tax due at time of filing amount [12] $2,644,000
Number of returns with overpayments refunded 2,140
Overpayments refunded amount [13] $6,280,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $408,000

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

Number of returns 3,920
Number of single returns 2,410
Number of joint returns 1,150
Number of head of household returns 250
Number of returns with paid preparer's signature 2,340
Number of exemptions 6,350
Number of dependents 1,290
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] 340
Number of elderly returns [4] 610
Adjust gross income (AGI) [5] $535,947,000
Number of returns with total income 3,920
Salaries and wages amount $541,914,000
Number of returns with salaries and wages 3,630
Salaries and wages amount $438,405
Number of returns with taxable interest 1,900
Taxable interest amount $2,561
Number of returns with ordinary dividends 1,760
Ordinary dividends amount $9,282,000
Number of returns with qualified dividends 1,690
Qualified dividends amount [6] $7,022
Number of returns with state and local income tax refunds 1,590
State and local income tax refunds amount $2,181
Number of returns with business or professional net income (less loss) 700
Business or professional net income (less loss) amount $17,683,000
Number of returns with net capital gain (less loss) 1,560
Net capital gain (less loss) amount $12,843,000
Number of returns with taxable individual retirement arrangements distributions 320
Taxable individual retirement arrangements distributions amount $6,998,000
Number of returns with taxable pensions and annuities 540
Taxable pensions and annuities amount $25,632,000
Number of farm returns 0
Number of returns with unemployment compensation 100
Unemployment compensation amount [7] $494,000
Number of returns with taxable Social Security benefits 400
Taxable Social Security benefits amount $9,571,000
Number of returns with partnership/S-corp net income (less loss) 430
Partnership/S-corp net income (less loss) amount $11,438,000
Number of returns with total statutory adjustments 970
Total statutory adjustments amount $5,967,000
Number of returns with educator expenses 130
Educator expenses amount $35,000
Number of returns with self-employment retirement plans 90
Self-employment retirement plans amount $1,597,000
Number of returns with self-employment health insurance deduction 150
Self-employment health insurance deduction amount $1,281,000
Number of returns with IRA payments 160
IRA payments amount $865,000
Number of returns with student loan interest deduction 110
Student loan interest deduction amount $127,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $58,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 3,480
Total itemized deductions amount $76,780,000
Amount of AGI for itemized returns $481,287,000
Number of returns with State and local income taxes 3,390
State and local income taxes amount $44,048,000
Number of returns with State and local general sales tax 100
State and local general sales tax amount $181,000
Number of returns with real estate taxes 1,240
Real estate taxes amount $7,916,000
Number of returns with taxes paid 3,480
Taxes paid amount $52,323,000
Number of returns with mortgage interest paid 1,100
Mortgage interest paid amount $8,839,000
Number of returns with contributions 2,420
Contributions amount $6,752,000
Number of returns with taxable income 3,910
Taxable income amount $428,623,000
Number of returns with income tax before credits 3,920
Income tax before credits amount $86,200,000
Number of returns with alternative minimum tax 410
Alternative minimum tax amount $1,055,000
Number of returns with total tax credits 1,090
Total tax credits amount $1,045,000
Number of returns with foreign tax credit 740
Foreign tax credit amount $405,000
Number of returns with child and dependent care credit 210
Child and dependent care credit amount $130,000
Number of returns with nonrefundable education credit 90
Nonrefundable education credit amount $117,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 210
Child tax credit amount $237,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 570
Self-employment tax amount $3,233,000
Number of returns with total tax payments 3,870
Total tax payments amount $95,520,000
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 70
Refundable education credit amount $70,000
Number of returns with income tax 3,910
Income tax amount [10] $85,155,000
Number of returns with tax liability 3,910
Total tax liability amount [11] $88,738,000
Number of returns with net investment income tax 50
Net investment income tax $31,000
Number of returns with tax due at time of filing 970
Tax due at time of filing amount [12] $6,523,000
Number of returns with overpayments refunded 2,780
Overpayments refunded amount [13] $12,078,000
Number of returns with credit to next year’s estimated tax 190
Credited to next year’s estimated tax amount $1,143,000

Adjusted Gross Income: $200,000 or more

Number of returns 1,880
Number of single returns 840
Number of joint returns 940
Number of head of household returns 60
Number of returns with paid preparer's signature 1,330
Number of exemptions 3,740
Number of dependents 920
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] 40
Number of elderly returns [4] 250
Adjust gross income (AGI) [5] $854,172,000
Number of returns with total income 1,880
Salaries and wages amount $864,862,000
Number of returns with salaries and wages 1,710
Salaries and wages amount $557,626
Number of returns with taxable interest 1,410
Taxable interest amount $8,155
Number of returns with ordinary dividends 1,290
Ordinary dividends amount $21,681,000
Number of returns with qualified dividends 1,250
Qualified dividends amount [6] $16,078
Number of returns with state and local income tax refunds 740
State and local income tax refunds amount $4,176
Number of returns with business or professional net income (less loss) 430
Business or professional net income (less loss) amount $32,722,000
Number of returns with net capital gain (less loss) 1,250
Net capital gain (less loss) amount $136,658,000
Number of returns with taxable individual retirement arrangements distributions 170
Taxable individual retirement arrangements distributions amount $4,232,000
Number of returns with taxable pensions and annuities 190
Taxable pensions and annuities amount $13,040,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $125,000
Number of returns with taxable Social Security benefits 150
Taxable Social Security benefits amount $3,918,000
Number of returns with partnership/S-corp net income (less loss) 510
Partnership/S-corp net income (less loss) amount $73,086,000
Number of returns with total statutory adjustments 540
Total statutory adjustments amount $10,690,000
Number of returns with educator expenses 30
Educator expenses amount $8,000
Number of returns with self-employment retirement plans 130
Self-employment retirement plans amount $4,388,000
Number of returns with self-employment health insurance deduction 150
Self-employment health insurance deduction amount $1,812,000
Number of returns with IRA payments 40
IRA payments amount $296,000
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 40
Domestic production activities deduction amount $426,000
Number of returns with itemized deductions 1,830
Total itemized deductions amount $129,995,000
Amount of AGI for itemized returns $828,928,000
Number of returns with State and local income taxes 1,800
State and local income taxes amount $91,776,000
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 980
Real estate taxes amount $9,592,000
Number of returns with taxes paid 1,830
Taxes paid amount $101,583,000
Number of returns with mortgage interest paid 900
Mortgage interest paid amount $13,374,000
Number of returns with contributions 1,480
Contributions amount $19,101,000
Number of returns with taxable income 1,880
Taxable income amount $714,738,000
Number of returns with income tax before credits 1,880
Income tax before credits amount $203,128,000
Number of returns with alternative minimum tax 1,520
Alternative minimum tax amount $12,675,000
Number of returns with total tax credits 860
Total tax credits amount $2,891,000
Number of returns with foreign tax credit 710
Foreign tax credit amount $1,999,000
Number of returns with child and dependent care credit 180
Child and dependent care credit amount $113,000
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 420
Self-employment tax amount $5,119,000
Number of returns with total tax payments 1,860
Total tax payments amount $203,557,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 0
Refundable education credit amount $0
Number of returns with income tax 1,870
Income tax amount [10] $200,237,000
Number of returns with tax liability 1,880
Total tax liability amount [11] $212,856,000
Number of returns with net investment income tax 1,220
Net investment income tax $4,713,000
Number of returns with tax due at time of filing 980
Tax due at time of filing amount [12] $23,443,000
Number of returns with overpayments refunded 690
Overpayments refunded amount [13] $7,107,000
Number of returns with credit to next year’s estimated tax 230
Credited to next year’s estimated tax amount $6,806,000

[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.