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ZIP Code Database - Facts & Stats

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ZIP Code 10023 Income Tax Stats

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

ZIP Code 10023 Data

Zip Code:10023
City:New York
State:NY [New York]
Counties: NEW YORK, NY
City Alias(es):New York
Area Code:212 / 347
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





10023 Income Tax Overview

Total Number of Tax Returns for ZIP Code 10023 [1] 34,400
Total Number of Single Tax Returns for ZIP Code 10023 6,900
Total Number of Joint Tax Returns for ZIP Code 10023 9,810
Total Number of Dependents for ZIP Code 10023 9,890
Total Adjusted Gross Income for ZIP Code 10023 $13,623,617,000
Average Income per Person for ZIP Code 10023 $223,345
Average Income per Household for ZIP Code 10023 $396,035

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 5,790
Number of single returns 4,830
Number of joint returns 370
Number of head of household returns 380
Number of returns with paid preparer's signature 3,650
Number of exemptions 5,790
Number of dependents 820
Total number of volunteer prepared returns [5] 300
Number of volunteer income tax assistance (VITA) prepared returns [3] 100
Number of tax counseling for the elderly (TCE) prepared returns [3] 190
Number of volunteer prepared returns with Earned Income Credit 60
Number of refund anticipation check returns [3] 410
Number of elderly returns [4] 1,720
Adjust gross income (AGI) [5] $63,463,000
Number of returns with total income 5,790
Salaries and wages amount $66,941,000
Number of returns with salaries and wages 3,200
Salaries and wages amount $36,217
Number of returns with taxable interest 1,950
Taxable interest amount $1,797
Number of returns with ordinary dividends 1,920
Ordinary dividends amount $6,241,000
Number of returns with qualified dividends 1,780
Qualified dividends amount [6] $4,340
Number of returns with state and local income tax refunds 180
State and local income tax refunds amount $182
Number of returns with business or professional net income (less loss) 1,560
Business or professional net income (less loss) amount $12,166,000
Number of returns with net capital gain (less loss) 1,730
Net capital gain (less loss) amount $3,368,000
Number of returns with taxable individual retirement arrangements distributions 550
Taxable individual retirement arrangements distributions amount $3,507,000
Number of returns with taxable pensions and annuities 780
Taxable pensions and annuities amount $6,571,000
Number of farm returns 0
Number of returns with unemployment compensation 150
Unemployment compensation amount [7] $803,000
Number of returns with taxable Social Security benefits 380
Taxable Social Security benefits amount $1,043,000
Number of returns with partnership/S-corp net income (less loss) 330
Partnership/S-corp net income (less loss) amount ($530,000)
Number of returns with total statutory adjustments 1,580
Total statutory adjustments amount $3,478,000
Number of returns with educator expenses 30
Educator expenses amount $8,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $234,000
Number of returns with self-employment health insurance deduction 260
Self-employment health insurance deduction amount $1,158,000
Number of returns with IRA payments 80
IRA payments amount $325,000
Number of returns with student loan interest deduction 200
Student loan interest deduction amount $239,000
Number of returns with tuition and fees deduction 110
Tuition and fees deduction amount $367,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 870
Total itemized deductions amount $17,031,000
Amount of AGI for itemized returns $11,438,000
Number of returns with State and local income taxes 380
State and local income taxes amount $1,600,000
Number of returns with State and local general sales tax 390
State and local general sales tax amount $210,000
Number of returns with real estate taxes 450
Real estate taxes amount $4,540,000
Number of returns with taxes paid 820
Taxes paid amount $6,392,000
Number of returns with mortgage interest paid 340
Mortgage interest paid amount $1,582,000
Number of returns with contributions 540
Contributions amount $884,000
Number of returns with taxable income 2,670
Taxable income amount $16,014,000
Number of returns with income tax before credits 2,390
Income tax before credits amount $1,696,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 740
Total tax credits amount $245,000
Number of returns with foreign tax credit 340
Foreign tax credit amount $28,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 210
Nonrefundable education credit amount $154,000
Number of returns with retirement savings contribution credit 160
Retirement savings contribution credit amount $36,000
Number of returns with child tax credit 50
Child tax credit amount $17,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 1,270
Self-employment tax amount $1,865,000
Number of returns with total tax payments 4,150
Total tax payments amount $8,298,000
Number of returns with earned income credit 1,250
Earned income credit amount [8] $1,727,000
Number of returns with excess earned income credit 820
Excess earned income credit (refundable) amount [9] $1,341,000
Number of returns with additional child tax credit 350
Additional child tax credit amount $410,000
Number of returns with refundable education credit 190
Refundable education credit amount $171,000
Number of returns with income tax 2,090
Income tax amount [10] $1,451,000
Number of returns with tax liability 3,000
Total tax liability amount [11] $3,518,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,280
Tax due at time of filing amount [12] $1,307,000
Number of returns with overpayments refunded 3,220
Overpayments refunded amount [13] $5,284,000
Number of returns with credit to next year’s estimated tax 300
Credited to next year’s estimated tax amount $786,000

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

Number of returns 3,730
Number of single returns 2,910
Number of joint returns 350
Number of head of household returns 350
Number of returns with paid preparer's signature 2,240
Number of exemptions 4,750
Number of dependents 760
Total number of volunteer prepared returns [5] 110
Number of volunteer income tax assistance (VITA) prepared returns [3] 70
Number of tax counseling for the elderly (TCE) prepared returns [3] 50
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 360
Number of elderly returns [4] 1,060
Adjust gross income (AGI) [5] $139,106,000
Number of returns with total income 3,730
Salaries and wages amount $143,881,000
Number of returns with salaries and wages 2,750
Salaries and wages amount $92,920
Number of returns with taxable interest 1,410
Taxable interest amount $2,360
Number of returns with ordinary dividends 1,280
Ordinary dividends amount $7,433,000
Number of returns with qualified dividends 1,210
Qualified dividends amount [6] $4,942
Number of returns with state and local income tax refunds 370
State and local income tax refunds amount $476
Number of returns with business or professional net income (less loss) 900
Business or professional net income (less loss) amount $12,230,000
Number of returns with net capital gain (less loss) 1,180
Net capital gain (less loss) amount $5,750,000
Number of returns with taxable individual retirement arrangements distributions 500
Taxable individual retirement arrangements distributions amount $6,976,000
Number of returns with taxable pensions and annuities 570
Taxable pensions and annuities amount $8,429,000
Number of farm returns 0
Number of returns with unemployment compensation 160
Unemployment compensation amount [7] $1,079,000
Number of returns with taxable Social Security benefits 710
Taxable Social Security benefits amount $6,354,000
Number of returns with partnership/S-corp net income (less loss) 310
Partnership/S-corp net income (less loss) amount $998,000
Number of returns with total statutory adjustments 1,270
Total statutory adjustments amount $4,775,000
Number of returns with educator expenses 50
Educator expenses amount $12,000
Number of returns with self-employment retirement plans 70
Self-employment retirement plans amount $551,000
Number of returns with self-employment health insurance deduction 290
Self-employment health insurance deduction amount $1,491,000
Number of returns with IRA payments 140
IRA payments amount $714,000
Number of returns with student loan interest deduction 420
Student loan interest deduction amount $549,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $56,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,110
Total itemized deductions amount $23,568,000
Amount of AGI for itemized returns $42,007,000
Number of returns with State and local income taxes 770
State and local income taxes amount $3,084,000
Number of returns with State and local general sales tax 310
State and local general sales tax amount $240,000
Number of returns with real estate taxes 570
Real estate taxes amount $5,744,000
Number of returns with taxes paid 1,100
Taxes paid amount $9,149,000
Number of returns with mortgage interest paid 470
Mortgage interest paid amount $2,336,000
Number of returns with contributions 850
Contributions amount $2,028,000
Number of returns with taxable income 3,540
Taxable income amount $80,999,000
Number of returns with income tax before credits 3,410
Income tax before credits amount $10,009,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,110
Total tax credits amount $863,000
Number of returns with foreign tax credit 430
Foreign tax credit amount $67,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $58,000
Number of returns with nonrefundable education credit 320
Nonrefundable education credit amount $447,000
Number of returns with retirement savings contribution credit 210
Retirement savings contribution credit amount $42,000
Number of returns with child tax credit 250
Child tax credit amount $235,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 720
Self-employment tax amount $2,157,000
Number of returns with total tax payments 3,410
Total tax payments amount $16,992,000
Number of returns with earned income credit 260
Earned income credit amount [8] $537,000
Number of returns with excess earned income credit 220
Excess earned income credit (refundable) amount [9] $423,000
Number of returns with additional child tax credit 180
Additional child tax credit amount $223,000
Number of returns with refundable education credit 120
Refundable education credit amount $104,000
Number of returns with income tax 3,190
Income tax amount [10] $9,146,000
Number of returns with tax liability 3,330
Total tax liability amount [11] $11,576,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 890
Tax due at time of filing amount [12] $2,203,000
Number of returns with overpayments refunded 2,500
Overpayments refunded amount [13] $6,366,000
Number of returns with credit to next year’s estimated tax 300
Credited to next year’s estimated tax amount $1,229,000

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

Number of returns 3,640
Number of single returns 2,910
Number of joint returns 360
Number of head of household returns 220
Number of returns with paid preparer's signature 2,270
Number of exemptions 4,500
Number of dependents 520
Total number of volunteer prepared returns [5] 30
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
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] 250
Number of elderly returns [4] 1,090
Adjust gross income (AGI) [5] $227,961,000
Number of returns with total income 3,640
Salaries and wages amount $233,427,000
Number of returns with salaries and wages 2,850
Salaries and wages amount $159,283
Number of returns with taxable interest 1,550
Taxable interest amount $2,769
Number of returns with ordinary dividends 1,550
Ordinary dividends amount $10,888,000
Number of returns with qualified dividends 1,460
Qualified dividends amount [6] $7,623
Number of returns with state and local income tax refunds 660
State and local income tax refunds amount $847
Number of returns with business or professional net income (less loss) 770
Business or professional net income (less loss) amount $12,655,000
Number of returns with net capital gain (less loss) 1,400
Net capital gain (less loss) amount $9,672,000
Number of returns with taxable individual retirement arrangements distributions 580
Taxable individual retirement arrangements distributions amount $9,487,000
Number of returns with taxable pensions and annuities 660
Taxable pensions and annuities amount $15,644,000
Number of farm returns 0
Number of returns with unemployment compensation 120
Unemployment compensation amount [7] $772,000
Number of returns with taxable Social Security benefits 770
Taxable Social Security benefits amount $13,570,000
Number of returns with partnership/S-corp net income (less loss) 300
Partnership/S-corp net income (less loss) amount ($1,253,000)
Number of returns with total statutory adjustments 1,280
Total statutory adjustments amount $5,466,000
Number of returns with educator expenses 100
Educator expenses amount $23,000
Number of returns with self-employment retirement plans 90
Self-employment retirement plans amount $922,000
Number of returns with self-employment health insurance deduction 240
Self-employment health insurance deduction amount $1,498,000
Number of returns with IRA payments 150
IRA payments amount $658,000
Number of returns with student loan interest deduction 530
Student loan interest deduction amount $668,000
Number of returns with tuition and fees deduction 100
Tuition and fees deduction amount $205,000
Returns with domestic production activities deduction 40
Domestic production activities deduction amount $5,000
Number of returns with itemized deductions 1,720
Total itemized deductions amount $37,811,000
Amount of AGI for itemized returns $110,100,000
Number of returns with State and local income taxes 1,400
State and local income taxes amount $9,109,000
Number of returns with State and local general sales tax 280
State and local general sales tax amount $282,000
Number of returns with real estate taxes 780
Real estate taxes amount $8,100,000
Number of returns with taxes paid 1,710
Taxes paid amount $17,542,000
Number of returns with mortgage interest paid 640
Mortgage interest paid amount $3,777,000
Number of returns with contributions 1,350
Contributions amount $3,653,000
Number of returns with taxable income 3,560
Taxable income amount $161,437,000
Number of returns with income tax before credits 3,490
Income tax before credits amount $24,687,000
Number of returns with alternative minimum tax 30
Alternative minimum tax amount $122,000
Number of returns with total tax credits 890
Total tax credits amount $679,000
Number of returns with foreign tax credit 610
Foreign tax credit amount $187,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $27,000
Number of returns with nonrefundable education credit 120
Nonrefundable education credit amount $183,000
Number of returns with retirement savings contribution credit 30
Retirement savings contribution credit amount $6,000
Number of returns with child tax credit 180
Child tax credit amount $227,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $14,000
Number of returns with self-employment tax 570
Self-employment tax amount $2,251,000
Number of returns with total tax payments 3,470
Total tax payments amount $31,989,000
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 50
Additional child tax credit amount $70,000
Number of returns with refundable education credit 50
Refundable education credit amount $51,000
Number of returns with income tax 3,440
Income tax amount [10] $24,008,000
Number of returns with tax liability 3,510
Total tax liability amount [11] $26,566,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,020
Tax due at time of filing amount [12] $3,156,000
Number of returns with overpayments refunded 2,340
Overpayments refunded amount [13] $7,052,000
Number of returns with credit to next year’s estimated tax 290
Credited to next year’s estimated tax amount $1,481,000

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

Number of returns 3,250
Number of single returns 2,540
Number of joint returns 440
Number of head of household returns 140
Number of returns with paid preparer's signature 2,050
Number of exemptions 4,120
Number of dependents 430
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] 190
Number of elderly returns [4] 1,030
Adjust gross income (AGI) [5] $283,158,000
Number of returns with total income 3,250
Salaries and wages amount $288,763,000
Number of returns with salaries and wages 2,520
Salaries and wages amount $191,247
Number of returns with taxable interest 1,710
Taxable interest amount $2,457
Number of returns with ordinary dividends 1,580
Ordinary dividends amount $13,106,000
Number of returns with qualified dividends 1,490
Qualified dividends amount [6] $9,381
Number of returns with state and local income tax refunds 980
State and local income tax refunds amount $1,247
Number of returns with business or professional net income (less loss) 680
Business or professional net income (less loss) amount $16,568,000
Number of returns with net capital gain (less loss) 1,410
Net capital gain (less loss) amount $8,695,000
Number of returns with taxable individual retirement arrangements distributions 600
Taxable individual retirement arrangements distributions amount $11,815,000
Number of returns with taxable pensions and annuities 670
Taxable pensions and annuities amount $22,732,000
Number of farm returns 0
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $454,000
Number of returns with taxable Social Security benefits 760
Taxable Social Security benefits amount $16,226,000
Number of returns with partnership/S-corp net income (less loss) 320
Partnership/S-corp net income (less loss) amount $2,340,000
Number of returns with total statutory adjustments 910
Total statutory adjustments amount $5,605,000
Number of returns with educator expenses 110
Educator expenses amount $28,000
Number of returns with self-employment retirement plans 100
Self-employment retirement plans amount $1,357,000
Number of returns with self-employment health insurance deduction 210
Self-employment health insurance deduction amount $1,484,000
Number of returns with IRA payments 100
IRA payments amount $563,000
Number of returns with student loan interest deduction 140
Student loan interest deduction amount $74,000
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 $49,663,000
Amount of AGI for itemized returns $225,403,000
Number of returns with State and local income taxes 2,320
State and local income taxes amount $17,579,000
Number of returns with State and local general sales tax 240
State and local general sales tax amount $271,000
Number of returns with real estate taxes 950
Real estate taxes amount $9,379,000
Number of returns with taxes paid 2,570
Taxes paid amount $27,382,000
Number of returns with mortgage interest paid 810
Mortgage interest paid amount $4,587,000
Number of returns with contributions 1,900
Contributions amount $4,806,000
Number of returns with taxable income 3,210
Taxable income amount $212,164,000
Number of returns with income tax before credits 3,170
Income tax before credits amount $36,774,000
Number of returns with alternative minimum tax 50
Alternative minimum tax amount $82,000
Number of returns with total tax credits 870
Total tax credits amount $480,000
Number of returns with foreign tax credit 690
Foreign tax credit amount $189,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $26,000
Number of returns with nonrefundable education credit 60
Nonrefundable education credit amount $68,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 150
Child tax credit amount $175,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 550
Self-employment tax amount $2,826,000
Number of returns with total tax payments 3,160
Total tax payments amount $43,240,000
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 40
Refundable education credit amount $31,000
Number of returns with income tax 3,160
Income tax amount [10] $36,294,000
Number of returns with tax liability 3,190
Total tax liability amount [11] $39,469,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 890
Tax due at time of filing amount [12] $3,915,000
Number of returns with overpayments refunded 2,110
Overpayments refunded amount [13] $6,367,000
Number of returns with credit to next year’s estimated tax 300
Credited to next year’s estimated tax amount $1,254,000

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

Number of returns 7,690
Number of single returns 5,170
Number of joint returns 1,980
Number of head of household returns 270
Number of returns with paid preparer's signature 5,100
Number of exemptions 10,940
Number of dependents 1,280
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] 370
Number of elderly returns [4] 2,520
Adjust gross income (AGI) [5] $1,101,842,000
Number of returns with total income 7,690
Salaries and wages amount $1,119,935,000
Number of returns with salaries and wages 6,100
Salaries and wages amount $751,508
Number of returns with taxable interest 4,890
Taxable interest amount $14,793
Number of returns with ordinary dividends 4,500
Ordinary dividends amount $53,921,000
Number of returns with qualified dividends 4,300
Qualified dividends amount [6] $39,760
Number of returns with state and local income tax refunds 3,200
State and local income tax refunds amount $6,393
Number of returns with business or professional net income (less loss) 1,600
Business or professional net income (less loss) amount $45,987,000
Number of returns with net capital gain (less loss) 4,160
Net capital gain (less loss) amount $52,053,000
Number of returns with taxable individual retirement arrangements distributions 1,650
Taxable individual retirement arrangements distributions amount $52,131,000
Number of returns with taxable pensions and annuities 1,680
Taxable pensions and annuities amount $77,185,000
Number of farm returns 0
Number of returns with unemployment compensation 210
Unemployment compensation amount [7] $1,120,000
Number of returns with taxable Social Security benefits 1,890
Taxable Social Security benefits amount $47,832,000
Number of returns with partnership/S-corp net income (less loss) 1,070
Partnership/S-corp net income (less loss) amount $10,744,000
Number of returns with total statutory adjustments 1,940
Total statutory adjustments amount $18,093,000
Number of returns with educator expenses 150
Educator expenses amount $37,000
Number of returns with self-employment retirement plans 330
Self-employment retirement plans amount $5,988,000
Number of returns with self-employment health insurance deduction 560
Self-employment health insurance deduction amount $4,561,000
Number of returns with IRA payments 220
IRA payments amount $1,263,000
Number of returns with student loan interest deduction 160
Student loan interest deduction amount $195,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $43,000
Returns with domestic production activities deduction 40
Domestic production activities deduction amount $79,000
Number of returns with itemized deductions 7,070
Total itemized deductions amount $218,686,000
Amount of AGI for itemized returns $1,020,687,000
Number of returns with State and local income taxes 6,630
State and local income taxes amount $100,184,000
Number of returns with State and local general sales tax 390
State and local general sales tax amount $562,000
Number of returns with real estate taxes 2,990
Real estate taxes amount $36,448,000
Number of returns with taxes paid 7,060
Taxes paid amount $137,870,000
Number of returns with mortgage interest paid 2,600
Mortgage interest paid amount $19,963,000
Number of returns with contributions 5,570
Contributions amount $20,924,000
Number of returns with taxable income 7,640
Taxable income amount $848,539,000
Number of returns with income tax before credits 7,590
Income tax before credits amount $174,200,000
Number of returns with alternative minimum tax 1,350
Alternative minimum tax amount $4,010,000
Number of returns with total tax credits 2,660
Total tax credits amount $2,027,000
Number of returns with foreign tax credit 2,310
Foreign tax credit amount $1,417,000
Number of returns with child and dependent care credit 170
Child and dependent care credit amount $102,000
Number of returns with nonrefundable education credit 100
Nonrefundable education credit amount $146,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 160
Child tax credit amount $174,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 1,280
Self-employment tax amount $7,690,000
Number of returns with total tax payments 7,570
Total tax payments amount $229,930,000
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 $74,000
Number of returns with income tax 7,560
Income tax amount [10] $172,174,000
Number of returns with tax liability 7,600
Total tax liability amount [11] $180,811,000
Number of returns with net investment income tax 140
Net investment income tax $97,000
Number of returns with tax due at time of filing 2,100
Tax due at time of filing amount [12] $13,053,000
Number of returns with overpayments refunded 4,790
Overpayments refunded amount [13] $23,545,000
Number of returns with credit to next year’s estimated tax 960
Credited to next year’s estimated tax amount $10,744,000

Adjusted Gross Income: $200,000 or more

Number of returns 10,300
Number of single returns 3,400
Number of joint returns 6,310
Number of head of household returns 310
Number of returns with paid preparer's signature 8,110
Number of exemptions 22,690
Number of dependents 6,080
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] 90
Number of elderly returns [4] 2,910
Adjust gross income (AGI) [5] $11,808,087,000
Number of returns with total income 10,300
Salaries and wages amount $11,945,709,000
Number of returns with salaries and wages 8,640
Salaries and wages amount $4,958,266
Number of returns with taxable interest 8,940
Taxable interest amount $495,227
Number of returns with ordinary dividends 8,270
Ordinary dividends amount $689,551,000
Number of returns with qualified dividends 8,000
Qualified dividends amount [6] $541,972
Number of returns with state and local income tax refunds 4,360
State and local income tax refunds amount $115,492
Number of returns with business or professional net income (less loss) 2,500
Business or professional net income (less loss) amount $298,465,000
Number of returns with net capital gain (less loss) 8,000
Net capital gain (less loss) amount $2,949,688,000
Number of returns with taxable individual retirement arrangements distributions 1,920
Taxable individual retirement arrangements distributions amount $127,093,000
Number of returns with taxable pensions and annuities 1,770
Taxable pensions and annuities amount $120,753,000
Number of farm returns 0
Number of returns with unemployment compensation 150
Unemployment compensation amount [7] $878,000
Number of returns with taxable Social Security benefits 1,840
Taxable Social Security benefits amount $58,979,000
Number of returns with partnership/S-corp net income (less loss) 3,720
Partnership/S-corp net income (less loss) amount $1,842,390,000
Number of returns with total statutory adjustments 3,570
Total statutory adjustments amount $137,622,000
Number of returns with educator expenses 120
Educator expenses amount $32,000
Number of returns with self-employment retirement plans 1,230
Self-employment retirement plans amount $61,237,000
Number of returns with self-employment health insurance deduction 1,310
Self-employment health insurance deduction amount $21,630,000
Number of returns with IRA payments 160
IRA payments amount $1,258,000
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 340
Domestic production activities deduction amount $5,841,000
Number of returns with itemized deductions 10,210
Total itemized deductions amount $2,018,075,000
Amount of AGI for itemized returns $11,770,393,000
Number of returns with State and local income taxes 10,060
State and local income taxes amount $1,461,964,000
Number of returns with State and local general sales tax 120
State and local general sales tax amount $388,000
Number of returns with real estate taxes 6,260
Real estate taxes amount $159,101,000
Number of returns with taxes paid 10,210
Taxes paid amount $1,623,410,000
Number of returns with mortgage interest paid 5,570
Mortgage interest paid amount $90,924,000
Number of returns with contributions 9,110
Contributions amount $372,054,000
Number of returns with taxable income 10,260
Taxable income amount $9,764,608,000
Number of returns with income tax before credits 10,290
Income tax before credits amount $3,028,649,000
Number of returns with alternative minimum tax 7,660
Alternative minimum tax amount $143,895,000
Number of returns with total tax credits 6,130
Total tax credits amount $75,832,000
Number of returns with foreign tax credit 5,580
Foreign tax credit amount $65,441,000
Number of returns with child and dependent care credit 870
Child and dependent care credit amount $541,000
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 $69,000
Number of returns with self-employment tax 2,770
Self-employment tax amount $56,425,000
Number of returns with total tax payments 10,240
Total tax payments amount $3,388,714,000
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 10,280
Income tax amount [10] $2,952,817,000
Number of returns with tax liability 10,300
Total tax liability amount [11] $3,173,395,000
Number of returns with net investment income tax 8,040
Net investment income tax $123,844,000
Number of returns with tax due at time of filing 4,970
Tax due at time of filing amount [12] $170,382,000
Number of returns with overpayments refunded 3,010
Overpayments refunded amount [13] $71,264,000
Number of returns with credit to next year’s estimated tax 2,560
Credited to next year’s estimated tax amount $305,648,000

[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.