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

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

FREE ZIP Code Finder

Find info on any U.S. ZIP Code

Other FREE Lookups

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

FREE Radius Search

Find all ZIP Codes

FREE Distance Calc

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






ZIP Code Database - Facts & Stats

Share |

ZIP Code 10026 Income Tax Stats

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

ZIP Code 10026 Data

Zip Code:10026
City:New York
State:NY [New York]
Counties: NEW YORK, NY
City Alias(es):New York
Area Code:212
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





10026 Income Tax Overview

Total Number of Tax Returns for ZIP Code 10026 [1] 18,370
Total Number of Single Tax Returns for ZIP Code 10026 2,240
Total Number of Joint Tax Returns for ZIP Code 10026 2,730
Total Number of Dependents for ZIP Code 10026 9,540
Total Adjusted Gross Income for ZIP Code 10026 $1,343,345,000
Average Income per Person for ZIP Code 10026 $39,507
Average Income per Household for ZIP Code 10026 $73,127

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 6,760
Number of single returns 4,570
Number of joint returns 380
Number of head of household returns 1,690
Number of returns with paid preparer's signature 3,620
Number of exemptions 10,030
Number of dependents 3,370
Total number of volunteer prepared returns [5] 720
Number of volunteer income tax assistance (VITA) prepared returns [3] 670
Number of tax counseling for the elderly (TCE) prepared returns [3] 50
Number of volunteer prepared returns with Earned Income Credit 220
Number of refund anticipation check returns [3] 1,730
Number of elderly returns [4] 1,030
Adjust gross income (AGI) [5] $83,586,000
Number of returns with total income 6,760
Salaries and wages amount $85,924,000
Number of returns with salaries and wages 4,930
Salaries and wages amount $61,778
Number of returns with taxable interest 600
Taxable interest amount $139
Number of returns with ordinary dividends 290
Ordinary dividends amount $538,000
Number of returns with qualified dividends 260
Qualified dividends amount [6] $345
Number of returns with state and local income tax refunds 70
State and local income tax refunds amount $68
Number of returns with business or professional net income (less loss) 1,980
Business or professional net income (less loss) amount $16,914,000
Number of returns with net capital gain (less loss) 250
Net capital gain (less loss) amount $545,000
Number of returns with taxable individual retirement arrangements distributions 80
Taxable individual retirement arrangements distributions amount $394,000
Number of returns with taxable pensions and annuities 480
Taxable pensions and annuities amount $4,219,000
Number of farm returns 0
Number of returns with unemployment compensation 220
Unemployment compensation amount [7] $1,095,000
Number of returns with taxable Social Security benefits 120
Taxable Social Security benefits amount $237,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $191,000
Number of returns with total statutory adjustments 2,140
Total statutory adjustments amount $2,338,000
Number of returns with educator expenses 50
Educator expenses amount $10,000
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $166,000
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $168,000
Number of returns with IRA payments 40
IRA payments amount $108,000
Number of returns with student loan interest deduction 300
Student loan interest deduction amount $299,000
Number of returns with tuition and fees deduction 80
Tuition and fees deduction amount $268,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 240
Total itemized deductions amount $3,320,000
Amount of AGI for itemized returns $3,967,000
Number of returns with State and local income taxes 160
State and local income taxes amount $222,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $27,000
Number of returns with real estate taxes 80
Real estate taxes amount $330,000
Number of returns with taxes paid 230
Taxes paid amount $672,000
Number of returns with mortgage interest paid 70
Mortgage interest paid amount $623,000
Number of returns with contributions 150
Contributions amount $310,000
Number of returns with taxable income 2,760
Taxable income amount $16,945,000
Number of returns with income tax before credits 2,720
Income tax before credits amount $1,768,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 750
Total tax credits amount $264,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $22,000
Number of returns with nonrefundable education credit 220
Nonrefundable education credit amount $126,000
Number of returns with retirement savings contribution credit 210
Retirement savings contribution credit amount $36,000
Number of returns with child tax credit 230
Child tax credit amount $76,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 1,800
Self-employment tax amount $2,551,000
Number of returns with total tax payments 6,020
Total tax payments amount $15,986,000
Number of returns with earned income credit 3,340
Earned income credit amount [8] $8,067,000
Number of returns with excess earned income credit 2,710
Excess earned income credit (refundable) amount [9] $6,454,000
Number of returns with additional child tax credit 1,670
Additional child tax credit amount $1,997,000
Number of returns with refundable education credit 350
Refundable education credit amount $306,000
Number of returns with income tax 2,210
Income tax amount [10] $1,504,000
Number of returns with tax liability 3,720
Total tax liability amount [11] $4,183,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 990
Tax due at time of filing amount [12] $1,030,000
Number of returns with overpayments refunded 5,310
Overpayments refunded amount [13] $12,758,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $59,000

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

Number of returns 4,410
Number of single returns 2,600
Number of joint returns 390
Number of head of household returns 1,300
Number of returns with paid preparer's signature 2,350
Number of exemptions 7,290
Number of dependents 2,510
Total number of volunteer prepared returns [5] 240
Number of volunteer income tax assistance (VITA) prepared returns [3] 200
Number of tax counseling for the elderly (TCE) prepared returns [3] 50
Number of volunteer prepared returns with Earned Income Credit 40
Number of refund anticipation check returns [3] 1,180
Number of elderly returns [4] 510
Adjust gross income (AGI) [5] $161,911,000
Number of returns with total income 4,410
Salaries and wages amount $164,245,000
Number of returns with salaries and wages 4,140
Salaries and wages amount $146,009
Number of returns with taxable interest 460
Taxable interest amount $255
Number of returns with ordinary dividends 300
Ordinary dividends amount $688,000
Number of returns with qualified dividends 260
Qualified dividends amount [6] $464
Number of returns with state and local income tax refunds 280
State and local income tax refunds amount $202
Number of returns with business or professional net income (less loss) 670
Business or professional net income (less loss) amount $7,243,000
Number of returns with net capital gain (less loss) 290
Net capital gain (less loss) amount $551,000
Number of returns with taxable individual retirement arrangements distributions 80
Taxable individual retirement arrangements distributions amount $995,000
Number of returns with taxable pensions and annuities 320
Taxable pensions and annuities amount $5,069,000
Number of farm returns 0
Number of returns with unemployment compensation 190
Unemployment compensation amount [7] $1,224,000
Number of returns with taxable Social Security benefits 220
Taxable Social Security benefits amount $1,561,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $733,000
Number of returns with total statutory adjustments 1,180
Total statutory adjustments amount $2,334,000
Number of returns with educator expenses 70
Educator expenses amount $16,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $288,000
Number of returns with IRA payments 70
IRA payments amount $266,000
Number of returns with student loan interest deduction 610
Student loan interest deduction amount $683,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $54,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 790
Total itemized deductions amount $11,944,000
Amount of AGI for itemized returns $30,510,000
Number of returns with State and local income taxes 730
State and local income taxes amount $2,211,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $46,000
Number of returns with real estate taxes 120
Real estate taxes amount $298,000
Number of returns with taxes paid 780
Taxes paid amount $2,634,000
Number of returns with mortgage interest paid 120
Mortgage interest paid amount $1,404,000
Number of returns with contributions 580
Contributions amount $1,659,000
Number of returns with taxable income 4,320
Taxable income amount $92,619,000
Number of returns with income tax before credits 4,310
Income tax before credits amount $11,683,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,680
Total tax credits amount $1,643,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 330
Child and dependent care credit amount $222,000
Number of returns with nonrefundable education credit 440
Nonrefundable education credit amount $497,000
Number of returns with retirement savings contribution credit 450
Retirement savings contribution credit amount $76,000
Number of returns with child tax credit 930
Child tax credit amount $837,000
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 $1,212,000
Number of returns with total tax payments 4,330
Total tax payments amount $20,098,000
Number of returns with earned income credit 990
Earned income credit amount [8] $1,966,000
Number of returns with excess earned income credit 790
Excess earned income credit (refundable) amount [9] $1,536,000
Number of returns with additional child tax credit 620
Additional child tax credit amount $766,000
Number of returns with refundable education credit 260
Refundable education credit amount $221,000
Number of returns with income tax 3,690
Income tax amount [10] $10,039,000
Number of returns with tax liability 3,870
Total tax liability amount [11] $11,429,000
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] $1,337,000
Number of returns with overpayments refunded 3,730
Overpayments refunded amount [13] $9,787,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $175,000

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

Number of returns 2,620
Number of single returns 1,630
Number of joint returns 260
Number of head of household returns 630
Number of returns with paid preparer's signature 1,400
Number of exemptions 4,050
Number of dependents 1,180
Total number of volunteer prepared returns [5] 20
Number of volunteer income tax assistance (VITA) prepared returns [3] 20
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] 500
Number of elderly returns [4] 320
Adjust gross income (AGI) [5] $160,043,000
Number of returns with total income 2,620
Salaries and wages amount $162,598,000
Number of returns with salaries and wages 2,470
Salaries and wages amount $142,910
Number of returns with taxable interest 530
Taxable interest amount $190
Number of returns with ordinary dividends 340
Ordinary dividends amount $796,000
Number of returns with qualified dividends 310
Qualified dividends amount [6] $580
Number of returns with state and local income tax refunds 450
State and local income tax refunds amount $413
Number of returns with business or professional net income (less loss) 420
Business or professional net income (less loss) amount $5,560,000
Number of returns with net capital gain (less loss) 320
Net capital gain (less loss) amount $812,000
Number of returns with taxable individual retirement arrangements distributions 70
Taxable individual retirement arrangements distributions amount $1,118,000
Number of returns with taxable pensions and annuities 250
Taxable pensions and annuities amount $6,445,000
Number of farm returns 0
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $464,000
Number of returns with taxable Social Security benefits 160
Taxable Social Security benefits amount $2,649,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $1,038,000
Number of returns with total statutory adjustments 920
Total statutory adjustments amount $2,555,000
Number of returns with educator expenses 110
Educator expenses amount $27,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $515,000
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $451,000
Number of returns with IRA payments 60
IRA payments amount $267,000
Number of returns with student loan interest deduction 540
Student loan interest deduction amount $650,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $111,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,060
Total itemized deductions amount $16,406,000
Amount of AGI for itemized returns $66,973,000
Number of returns with State and local income taxes 1,000
State and local income taxes amount $5,475,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $52,000
Number of returns with real estate taxes 230
Real estate taxes amount $682,000
Number of returns with taxes paid 1,060
Taxes paid amount $6,308,000
Number of returns with mortgage interest paid 220
Mortgage interest paid amount $1,933,000
Number of returns with contributions 800
Contributions amount $2,561,000
Number of returns with taxable income 2,610
Taxable income amount $115,022,000
Number of returns with income tax before credits 2,600
Income tax before credits amount $17,521,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 720
Total tax credits amount $1,009,000
Number of returns with foreign tax credit 110
Foreign tax credit amount $13,000
Number of returns with child and dependent care credit 160
Child and dependent care credit amount $100,000
Number of returns with nonrefundable education credit 180
Nonrefundable education credit amount $223,000
Number of returns with retirement savings contribution credit 30
Retirement savings contribution credit amount $5,000
Number of returns with child tax credit 480
Child tax credit amount $641,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 280
Self-employment tax amount $1,007,000
Number of returns with total tax payments 2,580
Total tax payments amount $21,868,000
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 $46,000
Number of returns with refundable education credit 110
Refundable education credit amount $97,000
Number of returns with income tax 2,560
Income tax amount [10] $16,511,000
Number of returns with tax liability 2,570
Total tax liability amount [11] $17,671,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 520
Tax due at time of filing amount [12] $1,507,000
Number of returns with overpayments refunded 2,070
Overpayments refunded amount [13] $5,490,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $164,000

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

Number of returns 1,440
Number of single returns 880
Number of joint returns 220
Number of head of household returns 270
Number of returns with paid preparer's signature 800
Number of exemptions 2,200
Number of dependents 540
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] 200
Number of elderly returns [4] 200
Adjust gross income (AGI) [5] $124,035,000
Number of returns with total income 1,440
Salaries and wages amount $125,226,000
Number of returns with salaries and wages 1,350
Salaries and wages amount $109,209
Number of returns with taxable interest 460
Taxable interest amount $224
Number of returns with ordinary dividends 320
Ordinary dividends amount $898,000
Number of returns with qualified dividends 290
Qualified dividends amount [6] $549
Number of returns with state and local income tax refunds 420
State and local income tax refunds amount $375
Number of returns with business or professional net income (less loss) 240
Business or professional net income (less loss) amount $3,117,000
Number of returns with net capital gain (less loss) 270
Net capital gain (less loss) amount $1,171,000
Number of returns with taxable individual retirement arrangements distributions 60
Taxable individual retirement arrangements distributions amount $983,000
Number of returns with taxable pensions and annuities 170
Taxable pensions and annuities amount $5,577,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $240,000
Number of returns with taxable Social Security benefits 110
Taxable Social Security benefits amount $2,016,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $953,000
Number of returns with total statutory adjustments 380
Total statutory adjustments amount $1,191,000
Number of returns with educator expenses 90
Educator expenses amount $21,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $217,000
Number of returns with IRA payments 20
IRA payments amount $153,000
Number of returns with student loan interest deduction 120
Student loan interest deduction amount $96,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $47,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,060
Total itemized deductions amount $16,296,000
Amount of AGI for itemized returns $91,625,000
Number of returns with State and local income taxes 1,030
State and local income taxes amount $7,928,000
Number of returns with State and local general sales tax 20
State and local general sales tax amount $26,000
Number of returns with real estate taxes 250
Real estate taxes amount $874,000
Number of returns with taxes paid 1,060
Taxes paid amount $8,956,000
Number of returns with mortgage interest paid 250
Mortgage interest paid amount $2,059,000
Number of returns with contributions 760
Contributions amount $2,107,000
Number of returns with taxable income 1,440
Taxable income amount $95,214,000
Number of returns with income tax before credits 1,430
Income tax before credits amount $16,609,000
Number of returns with alternative minimum tax 30
Alternative minimum tax amount $37,000
Number of returns with total tax credits 340
Total tax credits amount $430,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $10,000
Number of returns with child and dependent care credit 80
Child and dependent care credit amount $49,000
Number of returns with nonrefundable education credit 60
Nonrefundable education credit amount $93,000
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 $259,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 170
Self-employment tax amount $668,000
Number of returns with total tax payments 1,420
Total tax payments amount $19,246,000
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 $45,000
Number of returns with income tax 1,430
Income tax amount [10] $16,178,000
Number of returns with tax liability 1,430
Total tax liability amount [11] $16,953,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 330
Tax due at time of filing amount [12] $1,274,000
Number of returns with overpayments refunded 1,080
Overpayments refunded amount [13] $3,447,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $86,000

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

Number of returns 2,020
Number of single returns 990
Number of joint returns 720
Number of head of household returns 240
Number of returns with paid preparer's signature 1,210
Number of exemptions 3,650
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] 200
Number of elderly returns [4] 270
Adjust gross income (AGI) [5] $275,137,000
Number of returns with total income 2,020
Salaries and wages amount $278,334,000
Number of returns with salaries and wages 1,930
Salaries and wages amount $240,624
Number of returns with taxable interest 890
Taxable interest amount $713
Number of returns with ordinary dividends 680
Ordinary dividends amount $2,472,000
Number of returns with qualified dividends 650
Qualified dividends amount [6] $1,673
Number of returns with state and local income tax refunds 840
State and local income tax refunds amount $1,148
Number of returns with business or professional net income (less loss) 480
Business or professional net income (less loss) amount $9,740,000
Number of returns with net capital gain (less loss) 590
Net capital gain (less loss) amount $4,098,000
Number of returns with taxable individual retirement arrangements distributions 110
Taxable individual retirement arrangements distributions amount $2,086,000
Number of returns with taxable pensions and annuities 250
Taxable pensions and annuities amount $9,400,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $331,000
Number of returns with taxable Social Security benefits 140
Taxable Social Security benefits amount $3,345,000
Number of returns with partnership/S-corp net income (less loss) 170
Partnership/S-corp net income (less loss) amount $3,169,000
Number of returns with total statutory adjustments 630
Total statutory adjustments amount $3,197,000
Number of returns with educator expenses 110
Educator expenses amount $28,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $815,000
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $624,000
Number of returns with IRA payments 80
IRA payments amount $499,000
Number of returns with student loan interest deduction 130
Student loan interest deduction amount $151,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,820
Total itemized deductions amount $43,516,000
Amount of AGI for itemized returns $250,173,000
Number of returns with State and local income taxes 1,780
State and local income taxes amount $22,959,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $63,000
Number of returns with real estate taxes 620
Real estate taxes amount $2,234,000
Number of returns with taxes paid 1,820
Taxes paid amount $25,464,000
Number of returns with mortgage interest paid 630
Mortgage interest paid amount $6,823,000
Number of returns with contributions 1,380
Contributions amount $4,780,000
Number of returns with taxable income 2,020
Taxable income amount $214,837,000
Number of returns with income tax before credits 2,020
Income tax before credits amount $42,503,000
Number of returns with alternative minimum tax 220
Alternative minimum tax amount $501,000
Number of returns with total tax credits 560
Total tax credits amount $546,000
Number of returns with foreign tax credit 280
Foreign tax credit amount $126,000
Number of returns with child and dependent care credit 160
Child and dependent care credit amount $101,000
Number of returns with nonrefundable education credit 60
Nonrefundable education credit amount $82,000
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 $164,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 350
Self-employment tax amount $1,678,000
Number of returns with total tax payments 2,010
Total tax payments amount $48,377,000
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 $43,000
Number of returns with income tax 2,020
Income tax amount [10] $41,957,000
Number of returns with tax liability 2,020
Total tax liability amount [11] $43,878,000
Number of returns with net investment income tax 30
Net investment income tax $7,000
Number of returns with tax due at time of filing 490
Tax due at time of filing amount [12] $2,840,000
Number of returns with overpayments refunded 1,480
Overpayments refunded amount [13] $6,832,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $456,000

Adjusted Gross Income: $200,000 or more

Number of returns 1,120
Number of single returns 270
Number of joint returns 760
Number of head of household returns 70
Number of returns with paid preparer's signature 810
Number of exemptions 2,900
Number of dependents 1,020
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 0
Number of elderly returns [4] 120
Adjust gross income (AGI) [5] $538,633,000
Number of returns with total income 1,120
Salaries and wages amount $547,266,000
Number of returns with salaries and wages 1,060
Salaries and wages amount $379,183
Number of returns with taxable interest 860
Taxable interest amount $2,573
Number of returns with ordinary dividends 740
Ordinary dividends amount $8,643,000
Number of returns with qualified dividends 710
Qualified dividends amount [6] $5,948
Number of returns with state and local income tax refunds 480
State and local income tax refunds amount $3,030
Number of returns with business or professional net income (less loss) 310
Business or professional net income (less loss) amount $16,351,000
Number of returns with net capital gain (less loss) 690
Net capital gain (less loss) amount $56,677,000
Number of returns with taxable individual retirement arrangements distributions 100
Taxable individual retirement arrangements distributions amount $4,283,000
Number of returns with taxable pensions and annuities 120
Taxable pensions and annuities amount $6,428,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $222,000
Number of returns with taxable Social Security benefits 50
Taxable Social Security benefits amount $1,316,000
Number of returns with partnership/S-corp net income (less loss) 240
Partnership/S-corp net income (less loss) amount $62,473,000
Number of returns with total statutory adjustments 370
Total statutory adjustments amount $8,633,000
Number of returns with educator expenses 40
Educator expenses amount $11,000
Number of returns with self-employment retirement plans 90
Self-employment retirement plans amount $3,839,000
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $1,048,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 0
Student loan interest deduction amount $0
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,110
Total itemized deductions amount $83,164,000
Amount of AGI for itemized returns $533,657,000
Number of returns with State and local income taxes 1,100
State and local income taxes amount $58,363,000
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 640
Real estate taxes amount $3,847,000
Number of returns with taxes paid 1,110
Taxes paid amount $62,437,000
Number of returns with mortgage interest paid 650
Mortgage interest paid amount $12,848,000
Number of returns with contributions 980
Contributions amount $10,001,000
Number of returns with taxable income 1,120
Taxable income amount $448,498,000
Number of returns with income tax before credits 1,120
Income tax before credits amount $129,237,000
Number of returns with alternative minimum tax 860
Alternative minimum tax amount $6,940,000
Number of returns with total tax credits 570
Total tax credits amount $1,744,000
Number of returns with foreign tax credit 410
Foreign tax credit amount $1,180,000
Number of returns with child and dependent care credit 220
Child and dependent care credit amount $123,000
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 300
Self-employment tax amount $3,458,000
Number of returns with total tax payments 1,110
Total tax payments amount $131,139,000
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 1,120
Income tax amount [10] $127,493,000
Number of returns with tax liability 1,120
Total tax liability amount [11] $134,975,000
Number of returns with net investment income tax 720
Net investment income tax $1,746,000
Number of returns with tax due at time of filing 580
Tax due at time of filing amount [12] $12,472,000
Number of returns with overpayments refunded 450
Overpayments refunded amount [13] $4,185,000
Number of returns with credit to next year’s estimated tax 100
Credited to next year’s estimated tax amount $4,318,000

[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.