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ZIP Code Database - Facts & Stats

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ZIP Code 10003 Income Tax Stats

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

ZIP Code 10003 Data

Zip Code:10003
City:New York
State:NY [New York]
Counties: NEW YORK, NY
City Alias(es):New York
Area Code:212 / 646 / 347 / 917 / 718
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





10003 Income Tax Overview

Total Number of Tax Returns for ZIP Code 10003 [1] 28,950
Total Number of Single Tax Returns for ZIP Code 10003 5,700
Total Number of Joint Tax Returns for ZIP Code 10003 5,340
Total Number of Dependents for ZIP Code 10003 4,530
Total Adjusted Gross Income for ZIP Code 10003 $8,764,798,000
Average Income per Person for ZIP Code 10003 $156,447
Average Income per Household for ZIP Code 10003 $302,756

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 4,850
Number of single returns 4,250
Number of joint returns 270
Number of head of household returns 210
Number of returns with paid preparer's signature 2,790
Number of exemptions 4,720
Number of dependents 430
Total number of volunteer prepared returns [5] 190
Number of volunteer income tax assistance (VITA) prepared returns [3] 130
Number of tax counseling for the elderly (TCE) prepared returns [3] 60
Number of volunteer prepared returns with Earned Income Credit 50
Number of refund anticipation check returns [3] 350
Number of elderly returns [4] 1,120
Adjust gross income (AGI) [5] $54,803,000
Number of returns with total income 4,850
Salaries and wages amount $57,946,000
Number of returns with salaries and wages 2,850
Salaries and wages amount $33,204
Number of returns with taxable interest 1,390
Taxable interest amount $1,167
Number of returns with ordinary dividends 1,250
Ordinary dividends amount $3,954,000
Number of returns with qualified dividends 1,160
Qualified dividends amount [6] $2,784
Number of returns with state and local income tax refunds 170
State and local income tax refunds amount $260
Number of returns with business or professional net income (less loss) 1,550
Business or professional net income (less loss) amount $11,548,000
Number of returns with net capital gain (less loss) 1,140
Net capital gain (less loss) amount $2,041,000
Number of returns with taxable individual retirement arrangements distributions 370
Taxable individual retirement arrangements distributions amount $2,801,000
Number of returns with taxable pensions and annuities 420
Taxable pensions and annuities amount $3,172,000
Number of farm returns 0
Number of returns with unemployment compensation 110
Unemployment compensation amount [7] $645,000
Number of returns with taxable Social Security benefits 220
Taxable Social Security benefits amount $601,000
Number of returns with partnership/S-corp net income (less loss) 340
Partnership/S-corp net income (less loss) amount ($133,000)
Number of returns with total statutory adjustments 1,620
Total statutory adjustments amount $3,143,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $251,000
Number of returns with self-employment health insurance deduction 260
Self-employment health insurance deduction amount $1,016,000
Number of returns with IRA payments 80
IRA payments amount $309,000
Number of returns with student loan interest deduction 190
Student loan interest deduction amount $214,000
Number of returns with tuition and fees deduction 80
Tuition and fees deduction amount $265,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 570
Total itemized deductions amount $11,507,000
Amount of AGI for itemized returns $7,307,000
Number of returns with State and local income taxes 250
State and local income taxes amount $1,593,000
Number of returns with State and local general sales tax 250
State and local general sales tax amount $122,000
Number of returns with real estate taxes 310
Real estate taxes amount $3,077,000
Number of returns with taxes paid 540
Taxes paid amount $4,847,000
Number of returns with mortgage interest paid 250
Mortgage interest paid amount $1,353,000
Number of returns with contributions 350
Contributions amount $476,000
Number of returns with taxable income 2,290
Taxable income amount $15,176,000
Number of returns with income tax before credits 2,110
Income tax before credits amount $1,565,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 560
Total tax credits amount $189,000
Number of returns with foreign tax credit 190
Foreign tax credit amount $20,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 180
Nonrefundable education credit amount $116,000
Number of returns with retirement savings contribution credit 170
Retirement savings contribution credit amount $33,000
Number of returns with child tax credit 30
Child tax credit amount $13,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 1,340
Self-employment tax amount $1,931,000
Number of returns with total tax payments 3,650
Total tax payments amount $6,566,000
Number of returns with earned income credit 1,080
Earned income credit amount [8] $1,014,000
Number of returns with excess earned income credit 620
Excess earned income credit (refundable) amount [9] $710,000
Number of returns with additional child tax credit 190
Additional child tax credit amount $208,000
Number of returns with refundable education credit 180
Refundable education credit amount $167,000
Number of returns with income tax 1,870
Income tax amount [10] $1,377,000
Number of returns with tax liability 2,750
Total tax liability amount [11] $3,475,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,170
Tax due at time of filing amount [12] $1,425,000
Number of returns with overpayments refunded 2,800
Overpayments refunded amount [13] $3,920,000
Number of returns with credit to next year’s estimated tax 220
Credited to next year’s estimated tax amount $579,000

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

Number of returns 3,710
Number of single returns 3,210
Number of joint returns 260
Number of head of household returns 140
Number of returns with paid preparer's signature 2,160
Number of exemptions 4,190
Number of dependents 340
Total number of volunteer prepared returns [5] 80
Number of volunteer income tax assistance (VITA) prepared returns [3] 50
Number of tax counseling for the elderly (TCE) prepared returns [3] 30
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 320
Number of elderly returns [4] 710
Adjust gross income (AGI) [5] $140,372,000
Number of returns with total income 3,710
Salaries and wages amount $145,574,000
Number of returns with salaries and wages 2,960
Salaries and wages amount $102,794
Number of returns with taxable interest 1,220
Taxable interest amount $1,351
Number of returns with ordinary dividends 1,170
Ordinary dividends amount $5,496,000
Number of returns with qualified dividends 1,100
Qualified dividends amount [6] $3,758
Number of returns with state and local income tax refunds 320
State and local income tax refunds amount $438
Number of returns with business or professional net income (less loss) 970
Business or professional net income (less loss) amount $14,782,000
Number of returns with net capital gain (less loss) 1,070
Net capital gain (less loss) amount $4,278,000
Number of returns with taxable individual retirement arrangements distributions 310
Taxable individual retirement arrangements distributions amount $3,807,000
Number of returns with taxable pensions and annuities 340
Taxable pensions and annuities amount $5,161,000
Number of farm returns 0
Number of returns with unemployment compensation 140
Unemployment compensation amount [7] $895,000
Number of returns with taxable Social Security benefits 420
Taxable Social Security benefits amount $3,839,000
Number of returns with partnership/S-corp net income (less loss) 360
Partnership/S-corp net income (less loss) amount $1,027,000
Number of returns with total statutory adjustments 1,440
Total statutory adjustments amount $5,202,000
Number of returns with educator expenses 50
Educator expenses amount $11,000
Number of returns with self-employment retirement plans 70
Self-employment retirement plans amount $534,000
Number of returns with self-employment health insurance deduction 320
Self-employment health insurance deduction amount $1,690,000
Number of returns with IRA payments 160
IRA payments amount $783,000
Number of returns with student loan interest deduction 480
Student loan interest deduction amount $628,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $67,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 830
Total itemized deductions amount $16,336,000
Amount of AGI for itemized returns $31,657,000
Number of returns with State and local income taxes 630
State and local income taxes amount $2,653,000
Number of returns with State and local general sales tax 180
State and local general sales tax amount $142,000
Number of returns with real estate taxes 410
Real estate taxes amount $3,695,000
Number of returns with taxes paid 830
Taxes paid amount $6,558,000
Number of returns with mortgage interest paid 350
Mortgage interest paid amount $1,763,000
Number of returns with contributions 610
Contributions amount $1,309,000
Number of returns with taxable income 3,590
Taxable income amount $89,413,000
Number of returns with income tax before credits 3,490
Income tax before credits amount $11,165,000
Number of returns with alternative minimum tax 30
Alternative minimum tax amount $48,000
Number of returns with total tax credits 890
Total tax credits amount $657,000
Number of returns with foreign tax credit 410
Foreign tax credit amount $84,000
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 290
Nonrefundable education credit amount $396,000
Number of returns with retirement savings contribution credit 160
Retirement savings contribution credit amount $27,000
Number of returns with child tax credit 120
Child tax credit amount $106,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 840
Self-employment tax amount $2,589,000
Number of returns with total tax payments 3,430
Total tax payments amount $17,693,000
Number of returns with earned income credit 100
Earned income credit amount [8] $193,000
Number of returns with excess earned income credit 80
Excess earned income credit (refundable) amount [9] $140,000
Number of returns with additional child tax credit 80
Additional child tax credit amount $87,000
Number of returns with refundable education credit 100
Refundable education credit amount $90,000
Number of returns with income tax 3,380
Income tax amount [10] $10,507,000
Number of returns with tax liability 3,480
Total tax liability amount [11] $13,299,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 860
Tax due at time of filing amount [12] $2,592,000
Number of returns with overpayments refunded 2,580
Overpayments refunded amount [13] $6,005,000
Number of returns with credit to next year’s estimated tax 250
Credited to next year’s estimated tax amount $935,000

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

Number of returns 3,910
Number of single returns 3,420
Number of joint returns 280
Number of head of household returns 110
Number of returns with paid preparer's signature 2,170
Number of exemptions 4,440
Number of dependents 280
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] 360
Number of elderly returns [4] 630
Adjust gross income (AGI) [5] $243,633,000
Number of returns with total income 3,910
Salaries and wages amount $248,907,000
Number of returns with salaries and wages 3,380
Salaries and wages amount $194,529
Number of returns with taxable interest 1,470
Taxable interest amount $2,161
Number of returns with ordinary dividends 1,430
Ordinary dividends amount $7,137,000
Number of returns with qualified dividends 1,360
Qualified dividends amount [6] $5,213
Number of returns with state and local income tax refunds 500
State and local income tax refunds amount $745
Number of returns with business or professional net income (less loss) 740
Business or professional net income (less loss) amount $13,098,000
Number of returns with net capital gain (less loss) 1,250
Net capital gain (less loss) amount $5,883,000
Number of returns with taxable individual retirement arrangements distributions 340
Taxable individual retirement arrangements distributions amount $5,154,000
Number of returns with taxable pensions and annuities 400
Taxable pensions and annuities amount $9,173,000
Number of farm returns 0
Number of returns with unemployment compensation 100
Unemployment compensation amount [7] $615,000
Number of returns with taxable Social Security benefits 420
Taxable Social Security benefits amount $7,253,000
Number of returns with partnership/S-corp net income (less loss) 300
Partnership/S-corp net income (less loss) amount $3,878,000
Number of returns with total statutory adjustments 1,440
Total statutory adjustments amount $5,274,000
Number of returns with educator expenses 70
Educator expenses amount $16,000
Number of returns with self-employment retirement plans 80
Self-employment retirement plans amount $812,000
Number of returns with self-employment health insurance deduction 230
Self-employment health insurance deduction amount $1,227,000
Number of returns with IRA payments 170
IRA payments amount $809,000
Number of returns with student loan interest deduction 650
Student loan interest deduction amount $777,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $126,000
Returns with domestic production activities deduction 40
Domestic production activities deduction amount $48,000
Number of returns with itemized deductions 1,450
Total itemized deductions amount $25,152,000
Amount of AGI for itemized returns $93,727,000
Number of returns with State and local income taxes 1,290
State and local income taxes amount $8,055,000
Number of returns with State and local general sales tax 150
State and local general sales tax amount $156,000
Number of returns with real estate taxes 500
Real estate taxes amount $4,958,000
Number of returns with taxes paid 1,450
Taxes paid amount $13,278,000
Number of returns with mortgage interest paid 430
Mortgage interest paid amount $2,515,000
Number of returns with contributions 1,080
Contributions amount $2,288,000
Number of returns with taxable income 3,860
Taxable income amount $184,546,000
Number of returns with income tax before credits 3,820
Income tax before credits amount $29,023,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 780
Total tax credits amount $510,000
Number of returns with foreign tax credit 560
Foreign tax credit amount $176,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $16,000
Number of returns with nonrefundable education credit 120
Nonrefundable education credit amount $170,000
Number of returns with retirement savings contribution credit 30
Retirement savings contribution credit amount $8,000
Number of returns with child tax credit 100
Child tax credit amount $126,000
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 $2,317,000
Number of returns with total tax payments 3,790
Total tax payments amount $35,634,000
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 30
Additional child tax credit amount $30,000
Number of returns with refundable education credit 60
Refundable education credit amount $50,000
Number of returns with income tax 3,800
Income tax amount [10] $28,513,000
Number of returns with tax liability 3,840
Total tax liability amount [11] $30,997,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 980
Tax due at time of filing amount [12] $3,009,000
Number of returns with overpayments refunded 2,720
Overpayments refunded amount [13] $6,596,000
Number of returns with credit to next year’s estimated tax 220
Credited to next year’s estimated tax amount $987,000

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

Number of returns 3,270
Number of single returns 2,790
Number of joint returns 310
Number of head of household returns 90
Number of returns with paid preparer's signature 1,900
Number of exemptions 3,840
Number of dependents 270
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] 310
Number of elderly returns [4] 630
Adjust gross income (AGI) [5] $283,570,000
Number of returns with total income 3,270
Salaries and wages amount $287,807,000
Number of returns with salaries and wages 2,800
Salaries and wages amount $219,253
Number of returns with taxable interest 1,450
Taxable interest amount $1,940
Number of returns with ordinary dividends 1,470
Ordinary dividends amount $9,307,000
Number of returns with qualified dividends 1,400
Qualified dividends amount [6] $6,990
Number of returns with state and local income tax refunds 920
State and local income tax refunds amount $1,021
Number of returns with business or professional net income (less loss) 570
Business or professional net income (less loss) amount $12,633,000
Number of returns with net capital gain (less loss) 1,350
Net capital gain (less loss) amount $8,245,000
Number of returns with taxable individual retirement arrangements distributions 350
Taxable individual retirement arrangements distributions amount $6,961,000
Number of returns with taxable pensions and annuities 390
Taxable pensions and annuities amount $13,017,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $421,000
Number of returns with taxable Social Security benefits 430
Taxable Social Security benefits amount $8,777,000
Number of returns with partnership/S-corp net income (less loss) 340
Partnership/S-corp net income (less loss) amount $5,233,000
Number of returns with total statutory adjustments 790
Total statutory adjustments amount $4,237,000
Number of returns with educator expenses 40
Educator expenses amount $10,000
Number of returns with self-employment retirement plans 60
Self-employment retirement plans amount $813,000
Number of returns with self-employment health insurance deduction 180
Self-employment health insurance deduction amount $1,126,000
Number of returns with IRA payments 90
IRA payments amount $474,000
Number of returns with student loan interest deduction 130
Student loan interest deduction amount $82,000
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 2,580
Total itemized deductions amount $41,541,000
Amount of AGI for itemized returns $225,037,000
Number of returns with State and local income taxes 2,440
State and local income taxes amount $19,018,000
Number of returns with State and local general sales tax 120
State and local general sales tax amount $136,000
Number of returns with real estate taxes 630
Real estate taxes amount $6,186,000
Number of returns with taxes paid 2,570
Taxes paid amount $25,432,000
Number of returns with mortgage interest paid 550
Mortgage interest paid amount $3,465,000
Number of returns with contributions 1,630
Contributions amount $3,039,000
Number of returns with taxable income 3,240
Taxable income amount $221,749,000
Number of returns with income tax before credits 3,210
Income tax before credits amount $39,688,000
Number of returns with alternative minimum tax 40
Alternative minimum tax amount $95,000
Number of returns with total tax credits 780
Total tax credits amount $542,000
Number of returns with foreign tax credit 660
Foreign tax credit amount $274,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $21,000
Number of returns with nonrefundable education credit 40
Nonrefundable education credit amount $48,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 110
Child tax credit amount $127,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 470
Self-employment tax amount $2,328,000
Number of returns with total tax payments 3,190
Total tax payments amount $45,696,000
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 30
Refundable education credit amount $23,000
Number of returns with income tax 3,200
Income tax amount [10] $39,146,000
Number of returns with tax liability 3,220
Total tax liability amount [11] $41,687,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 800
Tax due at time of filing amount [12] $3,300,000
Number of returns with overpayments refunded 2,280
Overpayments refunded amount [13] $6,297,000
Number of returns with credit to next year’s estimated tax 210
Credited to next year’s estimated tax amount $971,000

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

Number of returns 6,430
Number of single returns 4,940
Number of joint returns 1,170
Number of head of household returns 140
Number of returns with paid preparer's signature 4,030
Number of exemptions 8,300
Number of dependents 710
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] 480
Number of elderly returns [4] 1,340
Adjust gross income (AGI) [5] $908,313,000
Number of returns with total income 6,430
Salaries and wages amount $922,754,000
Number of returns with salaries and wages 5,550
Salaries and wages amount $691,054
Number of returns with taxable interest 3,730
Taxable interest amount $6,488
Number of returns with ordinary dividends 3,600
Ordinary dividends amount $30,360,000
Number of returns with qualified dividends 3,460
Qualified dividends amount [6] $22,863
Number of returns with state and local income tax refunds 2,550
State and local income tax refunds amount $4,426
Number of returns with business or professional net income (less loss) 1,260
Business or professional net income (less loss) amount $45,317,000
Number of returns with net capital gain (less loss) 3,280
Net capital gain (less loss) amount $41,214,000
Number of returns with taxable individual retirement arrangements distributions 830
Taxable individual retirement arrangements distributions amount $23,334,000
Number of returns with taxable pensions and annuities 890
Taxable pensions and annuities amount $39,111,000
Number of farm returns 0
Number of returns with unemployment compensation 130
Unemployment compensation amount [7] $756,000
Number of returns with taxable Social Security benefits 910
Taxable Social Security benefits amount $22,539,000
Number of returns with partnership/S-corp net income (less loss) 940
Partnership/S-corp net income (less loss) amount $10,245,000
Number of returns with total statutory adjustments 1,550
Total statutory adjustments amount $14,441,000
Number of returns with educator expenses 110
Educator expenses amount $27,000
Number of returns with self-employment retirement plans 250
Self-employment retirement plans amount $5,153,000
Number of returns with self-employment health insurance deduction 410
Self-employment health insurance deduction amount $3,117,000
Number of returns with IRA payments 210
IRA payments amount $1,118,000
Number of returns with student loan interest deduction 80
Student loan interest deduction amount $91,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $45,000
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $88,000
Number of returns with itemized deductions 5,960
Total itemized deductions amount $151,112,000
Amount of AGI for itemized returns $847,925,000
Number of returns with State and local income taxes 5,730
State and local income taxes amount $78,721,000
Number of returns with State and local general sales tax 200
State and local general sales tax amount $336,000
Number of returns with real estate taxes 1,920
Real estate taxes amount $21,832,000
Number of returns with taxes paid 5,950
Taxes paid amount $101,280,000
Number of returns with mortgage interest paid 1,720
Mortgage interest paid amount $13,811,000
Number of returns with contributions 4,250
Contributions amount $11,747,000
Number of returns with taxable income 6,400
Taxable income amount $722,651,000
Number of returns with income tax before credits 6,380
Income tax before credits amount $149,612,000
Number of returns with alternative minimum tax 1,010
Alternative minimum tax amount $2,626,000
Number of returns with total tax credits 2,040
Total tax credits amount $1,744,000
Number of returns with foreign tax credit 1,810
Foreign tax credit amount $1,207,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $57,000
Number of returns with nonrefundable education credit 50
Nonrefundable education credit amount $83,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 100
Child tax credit amount $97,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 1,030
Self-employment tax amount $6,774,000
Number of returns with total tax payments 6,330
Total tax payments amount $169,369,000
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 50
Refundable education credit amount $52,000
Number of returns with income tax 6,360
Income tax amount [10] $147,868,000
Number of returns with tax liability 6,380
Total tax liability amount [11] $155,554,000
Number of returns with net investment income tax 100
Net investment income tax $87,000
Number of returns with tax due at time of filing 1,550
Tax due at time of filing amount [12] $10,445,000
Number of returns with overpayments refunded 4,400
Overpayments refunded amount [13] $19,321,000
Number of returns with credit to next year’s estimated tax 560
Credited to next year’s estimated tax amount $4,784,000

Adjusted Gross Income: $200,000 or more

Number of returns 6,780
Number of single returns 3,410
Number of joint returns 3,050
Number of head of household returns 180
Number of returns with paid preparer's signature 5,340
Number of exemptions 12,320
Number of dependents 2,500
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] 80
Number of elderly returns [4] 1,250
Adjust gross income (AGI) [5] $7,134,107,000
Number of returns with total income 6,780
Salaries and wages amount $7,203,759,000
Number of returns with salaries and wages 6,060
Salaries and wages amount $3,045,407
Number of returns with taxable interest 5,760
Taxable interest amount $152,077
Number of returns with ordinary dividends 5,300
Ordinary dividends amount $325,225,000
Number of returns with qualified dividends 5,150
Qualified dividends amount [6] $198,697
Number of returns with state and local income tax refunds 2,880
State and local income tax refunds amount $51,755
Number of returns with business or professional net income (less loss) 1,600
Business or professional net income (less loss) amount $201,055,000
Number of returns with net capital gain (less loss) 5,120
Net capital gain (less loss) amount $2,043,938,000
Number of returns with taxable individual retirement arrangements distributions 870
Taxable individual retirement arrangements distributions amount $37,520,000
Number of returns with taxable pensions and annuities 780
Taxable pensions and annuities amount $47,343,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $400,000
Number of returns with taxable Social Security benefits 730
Taxable Social Security benefits amount $22,260,000
Number of returns with partnership/S-corp net income (less loss) 2,610
Partnership/S-corp net income (less loss) amount $680,700,000
Number of returns with total statutory adjustments 2,240
Total statutory adjustments amount $69,652,000
Number of returns with educator expenses 60
Educator expenses amount $17,000
Number of returns with self-employment retirement plans 660
Self-employment retirement plans amount $30,579,000
Number of returns with self-employment health insurance deduction 770
Self-employment health insurance deduction amount $10,302,000
Number of returns with IRA payments 140
IRA payments amount $956,000
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 190
Domestic production activities deduction amount $3,340,000
Number of returns with itemized deductions 6,670
Total itemized deductions amount $1,237,795,000
Amount of AGI for itemized returns $7,085,275,000
Number of returns with State and local income taxes 6,610
State and local income taxes amount $838,737,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $129,000
Number of returns with real estate taxes 3,760
Real estate taxes amount $79,328,000
Number of returns with taxes paid 6,670
Taxes paid amount $919,240,000
Number of returns with mortgage interest paid 3,420
Mortgage interest paid amount $57,342,000
Number of returns with contributions 5,690
Contributions amount $343,380,000
Number of returns with taxable income 6,770
Taxable income amount $5,885,179,000
Number of returns with income tax before credits 6,770
Income tax before credits amount $1,773,535,000
Number of returns with alternative minimum tax 5,130
Alternative minimum tax amount $81,374,000
Number of returns with total tax credits 3,820
Total tax credits amount $54,930,000
Number of returns with foreign tax credit 3,560
Foreign tax credit amount $49,926,000
Number of returns with child and dependent care credit 340
Child and dependent care credit amount $227,000
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 30
Residential energy tax credit amount $31,000
Number of returns with self-employment tax 1,730
Self-employment tax amount $34,198,000
Number of returns with total tax payments 6,730
Total tax payments amount $1,851,021,000
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 6,750
Income tax amount [10] $1,718,606,000
Number of returns with tax liability 6,770
Total tax liability amount [11] $1,857,422,000
Number of returns with net investment income tax 5,310
Net investment income tax $79,367,000
Number of returns with tax due at time of filing 3,300
Tax due at time of filing amount [12] $102,898,000
Number of returns with overpayments refunded 2,190
Overpayments refunded amount [13] $41,086,000
Number of returns with credit to next year’s estimated tax 1,410
Credited to next year’s estimated tax amount $123,482,000

[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.