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ZIP Code Database - Facts & Stats

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ZIP Code 10312 Income Tax Stats

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

ZIP Code 10312 Data

Zip Code:10312
City:Staten Island
State:NY [New York]
Counties: RICHMOND, NY
City Alias(es):Staten Island
Area Code:718 / 347 / 929 / 917
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





10312 Income Tax Overview

Total Number of Tax Returns for ZIP Code 10312 [1] 29,460
Total Number of Single Tax Returns for ZIP Code 10312 10,520
Total Number of Joint Tax Returns for ZIP Code 10312 12,240
Total Number of Dependents for ZIP Code 10312 17,000
Total Adjusted Gross Income for ZIP Code 10312 $2,470,899,000
Average Income per Person for ZIP Code 10312 $41,665
Average Income per Household for ZIP Code 10312 $83,873

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 7,710
Number of single returns 5,690
Number of joint returns 1,200
Number of head of household returns 700
Number of returns with paid preparer's signature 5,620
Number of exemptions 8,930
Number of dependents 1,980
Total number of volunteer prepared returns [5] 60
Number of volunteer income tax assistance (VITA) prepared returns [3] 60
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] 470
Number of elderly returns [4] 1,920
Adjust gross income (AGI) [5] $89,546,000
Number of returns with total income 7,710
Salaries and wages amount $91,313,000
Number of returns with salaries and wages 5,410
Salaries and wages amount $60,660
Number of returns with taxable interest 1,930
Taxable interest amount $1,327
Number of returns with ordinary dividends 1,270
Ordinary dividends amount $1,963,000
Number of returns with qualified dividends 1,160
Qualified dividends amount [6] $1,232
Number of returns with state and local income tax refunds 160
State and local income tax refunds amount $173
Number of returns with business or professional net income (less loss) 1,170
Business or professional net income (less loss) amount $9,409,000
Number of returns with net capital gain (less loss) 1,010
Net capital gain (less loss) amount $437,000
Number of returns with taxable individual retirement arrangements distributions 600
Taxable individual retirement arrangements distributions amount $3,445,000
Number of returns with taxable pensions and annuities 1,330
Taxable pensions and annuities amount $12,042,000
Number of farm returns 0
Number of returns with unemployment compensation 150
Unemployment compensation amount [7] $786,000
Number of returns with taxable Social Security benefits 560
Taxable Social Security benefits amount $1,145,000
Number of returns with partnership/S-corp net income (less loss) 220
Partnership/S-corp net income (less loss) amount $260,000
Number of returns with total statutory adjustments 1,460
Total statutory adjustments amount $1,767,000
Number of returns with educator expenses 60
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 30
Self-employment health insurance deduction amount $160,000
Number of returns with IRA payments 40
IRA payments amount $139,000
Number of returns with student loan interest deduction 330
Student loan interest deduction amount $325,000
Number of returns with tuition and fees deduction 70
Tuition and fees deduction amount $220,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 790
Total itemized deductions amount $12,812,000
Amount of AGI for itemized returns $11,667,000
Number of returns with State and local income taxes 290
State and local income taxes amount $636,000
Number of returns with State and local general sales tax 420
State and local general sales tax amount $294,000
Number of returns with real estate taxes 640
Real estate taxes amount $3,151,000
Number of returns with taxes paid 770
Taxes paid amount $4,226,000
Number of returns with mortgage interest paid 460
Mortgage interest paid amount $4,023,000
Number of returns with contributions 500
Contributions amount $725,000
Number of returns with taxable income 3,270
Taxable income amount $19,448,000
Number of returns with income tax before credits 3,150
Income tax before credits amount $1,990,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 630
Total tax credits amount $277,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 20
Child and dependent care credit amount $8,000
Number of returns with nonrefundable education credit 290
Nonrefundable education credit amount $198,000
Number of returns with retirement savings contribution credit 190
Retirement savings contribution credit amount $36,000
Number of returns with child tax credit 90
Child tax credit amount $31,000
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 $1,441,000
Number of returns with total tax payments 6,350
Total tax payments amount $11,912,000
Number of returns with earned income credit 1,990
Earned income credit amount [8] $4,005,000
Number of returns with excess earned income credit 1,630
Excess earned income credit (refundable) amount [9] $3,296,000
Number of returns with additional child tax credit 790
Additional child tax credit amount $1,009,000
Number of returns with refundable education credit 360
Refundable education credit amount $334,000
Number of returns with income tax 2,790
Income tax amount [10] $1,712,000
Number of returns with tax liability 3,670
Total tax liability amount [11] $3,292,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 880
Tax due at time of filing amount [12] $761,000
Number of returns with overpayments refunded 5,820
Overpayments refunded amount [13] $9,273,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $78,000

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

Number of returns 5,110
Number of single returns 2,990
Number of joint returns 1,240
Number of head of household returns 780
Number of returns with paid preparer's signature 3,810
Number of exemptions 8,550
Number of dependents 2,270
Total number of volunteer prepared returns [5] 60
Number of volunteer income tax assistance (VITA) prepared returns [3] 20
Number of tax counseling for the elderly (TCE) prepared returns [3] 40
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 430
Number of elderly returns [4] 1,290
Adjust gross income (AGI) [5] $189,471,000
Number of returns with total income 5,110
Salaries and wages amount $191,928,000
Number of returns with salaries and wages 4,220
Salaries and wages amount $142,695
Number of returns with taxable interest 1,700
Taxable interest amount $1,331
Number of returns with ordinary dividends 950
Ordinary dividends amount $2,118,000
Number of returns with qualified dividends 880
Qualified dividends amount [6] $1,524
Number of returns with state and local income tax refunds 610
State and local income tax refunds amount $517
Number of returns with business or professional net income (less loss) 570
Business or professional net income (less loss) amount $7,101,000
Number of returns with net capital gain (less loss) 760
Net capital gain (less loss) amount $860,000
Number of returns with taxable individual retirement arrangements distributions 510
Taxable individual retirement arrangements distributions amount $5,472,000
Number of returns with taxable pensions and annuities 1,120
Taxable pensions and annuities amount $21,141,000
Number of farm returns 0
Number of returns with unemployment compensation 190
Unemployment compensation amount [7] $1,116,000
Number of returns with taxable Social Security benefits 1,110
Taxable Social Security benefits amount $8,687,000
Number of returns with partnership/S-corp net income (less loss) 230
Partnership/S-corp net income (less loss) amount $1,125,000
Number of returns with total statutory adjustments 1,300
Total statutory adjustments amount $2,457,000
Number of returns with educator expenses 190
Educator expenses amount $46,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $332,000
Number of returns with IRA payments 100
IRA payments amount $495,000
Number of returns with student loan interest deduction 620
Student loan interest deduction amount $725,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $80,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,580
Total itemized deductions amount $26,753,000
Amount of AGI for itemized returns $61,462,000
Number of returns with State and local income taxes 1,150
State and local income taxes amount $3,344,000
Number of returns with State and local general sales tax 390
State and local general sales tax amount $424,000
Number of returns with real estate taxes 1,030
Real estate taxes amount $5,520,000
Number of returns with taxes paid 1,580
Taxes paid amount $9,428,000
Number of returns with mortgage interest paid 780
Mortgage interest paid amount $6,918,000
Number of returns with contributions 1,320
Contributions amount $2,687,000
Number of returns with taxable income 4,830
Taxable income amount $100,181,000
Number of returns with income tax before credits 4,780
Income tax before credits amount $12,380,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,560
Total tax credits amount $1,324,000
Number of returns with foreign tax credit 130
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 130
Child and dependent care credit amount $73,000
Number of returns with nonrefundable education credit 500
Nonrefundable education credit amount $566,000
Number of returns with retirement savings contribution credit 470
Retirement savings contribution credit amount $95,000
Number of returns with child tax credit 620
Child tax credit amount $540,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $32,000
Number of returns with self-employment tax 450
Self-employment tax amount $1,138,000
Number of returns with total tax payments 4,880
Total tax payments amount $22,050,000
Number of returns with earned income credit 790
Earned income credit amount [8] $1,798,000
Number of returns with excess earned income credit 640
Excess earned income credit (refundable) amount [9] $1,408,000
Number of returns with additional child tax credit 580
Additional child tax credit amount $823,000
Number of returns with refundable education credit 300
Refundable education credit amount $271,000
Number of returns with income tax 4,250
Income tax amount [10] $11,056,000
Number of returns with tax liability 4,490
Total tax liability amount [11] $12,402,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 730
Tax due at time of filing amount [12] $1,187,000
Number of returns with overpayments refunded 4,270
Overpayments refunded amount [13] $10,660,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $153,000

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

Number of returns 4,230
Number of single returns 2,270
Number of joint returns 1,210
Number of head of household returns 600
Number of returns with paid preparer's signature 3,270
Number of exemptions 7,380
Number of dependents 1,940
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] 230
Number of elderly returns [4] 1,220
Adjust gross income (AGI) [5] $262,333,000
Number of returns with total income 4,230
Salaries and wages amount $264,984,000
Number of returns with salaries and wages 3,600
Salaries and wages amount $197,093
Number of returns with taxable interest 1,980
Taxable interest amount $1,334
Number of returns with ordinary dividends 1,050
Ordinary dividends amount $2,462,000
Number of returns with qualified dividends 980
Qualified dividends amount [6] $1,713
Number of returns with state and local income tax refunds 1,370
State and local income tax refunds amount $1,243
Number of returns with business or professional net income (less loss) 440
Business or professional net income (less loss) amount $4,713,000
Number of returns with net capital gain (less loss) 820
Net capital gain (less loss) amount $1,591,000
Number of returns with taxable individual retirement arrangements distributions 480
Taxable individual retirement arrangements distributions amount $6,253,000
Number of returns with taxable pensions and annuities 1,150
Taxable pensions and annuities amount $32,125,000
Number of farm returns 0
Number of returns with unemployment compensation 120
Unemployment compensation amount [7] $717,000
Number of returns with taxable Social Security benefits 1,000
Taxable Social Security benefits amount $16,862,000
Number of returns with partnership/S-corp net income (less loss) 250
Partnership/S-corp net income (less loss) amount $1,019,000
Number of returns with total statutory adjustments 1,230
Total statutory adjustments amount $2,651,000
Number of returns with educator expenses 250
Educator expenses amount $64,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $317,000
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $375,000
Number of returns with IRA payments 120
IRA payments amount $542,000
Number of returns with student loan interest deduction 640
Student loan interest deduction amount $762,000
Number of returns with tuition and fees deduction 90
Tuition and fees deduction amount $180,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 2,590
Total itemized deductions amount $46,143,000
Amount of AGI for itemized returns $162,805,000
Number of returns with State and local income taxes 2,270
State and local income taxes amount $11,188,000
Number of returns with State and local general sales tax 300
State and local general sales tax amount $400,000
Number of returns with real estate taxes 1,570
Real estate taxes amount $8,124,000
Number of returns with taxes paid 2,590
Taxes paid amount $19,934,000
Number of returns with mortgage interest paid 1,250
Mortgage interest paid amount $10,819,000
Number of returns with contributions 2,290
Contributions amount $5,192,000
Number of returns with taxable income 4,200
Taxable income amount $171,536,000
Number of returns with income tax before credits 4,190
Income tax before credits amount $24,932,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,200
Total tax credits amount $1,541,000
Number of returns with foreign tax credit 190
Foreign tax credit amount $10,000
Number of returns with child and dependent care credit 130
Child and dependent care credit amount $78,000
Number of returns with nonrefundable education credit 310
Nonrefundable education credit amount $414,000
Number of returns with retirement savings contribution credit 120
Retirement savings contribution credit amount $22,000
Number of returns with child tax credit 680
Child tax credit amount $919,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $75,000
Number of returns with self-employment tax 340
Self-employment tax amount $825,000
Number of returns with total tax payments 4,160
Total tax payments amount $33,020,000
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 160
Additional child tax credit amount $230,000
Number of returns with refundable education credit 220
Refundable education credit amount $207,000
Number of returns with income tax 4,000
Income tax amount [10] $23,392,000
Number of returns with tax liability 4,060
Total tax liability amount [11] $24,399,000
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] $1,921,000
Number of returns with overpayments refunded 3,370
Overpayments refunded amount [13] $10,325,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $178,000

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

Number of returns 3,460
Number of single returns 1,300
Number of joint returns 1,550
Number of head of household returns 490
Number of returns with paid preparer's signature 2,820
Number of exemptions 7,090
Number of dependents 2,080
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] 160
Number of elderly returns [4] 1,120
Adjust gross income (AGI) [5] $301,535,000
Number of returns with total income 3,460
Salaries and wages amount $303,560,000
Number of returns with salaries and wages 2,950
Salaries and wages amount $217,460
Number of returns with taxable interest 2,050
Taxable interest amount $1,783
Number of returns with ordinary dividends 1,040
Ordinary dividends amount $2,968,000
Number of returns with qualified dividends 980
Qualified dividends amount [6] $2,294
Number of returns with state and local income tax refunds 1,740
State and local income tax refunds amount $2,183
Number of returns with business or professional net income (less loss) 370
Business or professional net income (less loss) amount $4,666,000
Number of returns with net capital gain (less loss) 810
Net capital gain (less loss) amount $2,473,000
Number of returns with taxable individual retirement arrangements distributions 470
Taxable individual retirement arrangements distributions amount $7,510,000
Number of returns with taxable pensions and annuities 1,120
Taxable pensions and annuities amount $41,377,000
Number of farm returns 0
Number of returns with unemployment compensation 130
Unemployment compensation amount [7] $733,000
Number of returns with taxable Social Security benefits 960
Taxable Social Security benefits amount $21,928,000
Number of returns with partnership/S-corp net income (less loss) 220
Partnership/S-corp net income (less loss) amount $1,320,000
Number of returns with total statutory adjustments 830
Total statutory adjustments amount $2,025,000
Number of returns with educator expenses 280
Educator expenses amount $69,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 20
Self-employment health insurance deduction amount $154,000
Number of returns with IRA payments 90
IRA payments amount $571,000
Number of returns with student loan interest deduction 220
Student loan interest deduction amount $216,000
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 2,790
Total itemized deductions amount $59,952,000
Amount of AGI for itemized returns $243,677,000
Number of returns with State and local income taxes 2,510
State and local income taxes amount $17,910,000
Number of returns with State and local general sales tax 260
State and local general sales tax amount $412,000
Number of returns with real estate taxes 1,910
Real estate taxes amount $10,104,000
Number of returns with taxes paid 2,790
Taxes paid amount $28,797,000
Number of returns with mortgage interest paid 1,600
Mortgage interest paid amount $15,114,000
Number of returns with contributions 2,490
Contributions amount $5,842,000
Number of returns with taxable income 3,450
Taxable income amount $204,932,000
Number of returns with income tax before credits 3,450
Income tax before credits amount $32,168,000
Number of returns with alternative minimum tax 40
Alternative minimum tax amount $34,000
Number of returns with total tax credits 1,130
Total tax credits amount $1,656,000
Number of returns with foreign tax credit 200
Foreign tax credit amount $11,000
Number of returns with child and dependent care credit 170
Child and dependent care credit amount $93,000
Number of returns with nonrefundable education credit 270
Nonrefundable education credit amount $361,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 700
Child tax credit amount $1,051,000
Number of returns with residential energy tax credit 70
Residential energy tax credit amount $111,000
Number of returns with self-employment tax 280
Self-employment tax amount $814,000
Number of returns with total tax payments 3,420
Total tax payments amount $40,567,000
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 40
Additional child tax credit amount $44,000
Number of returns with refundable education credit 220
Refundable education credit amount $195,000
Number of returns with income tax 3,410
Income tax amount [10] $30,512,000
Number of returns with tax liability 3,430
Total tax liability amount [11] $31,524,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 720
Tax due at time of filing amount [12] $2,243,000
Number of returns with overpayments refunded 2,670
Overpayments refunded amount [13] $11,014,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $237,000

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

Number of returns 6,870
Number of single returns 1,040
Number of joint returns 5,180
Number of head of household returns 520
Number of returns with paid preparer's signature 5,760
Number of exemptions 18,470
Number of dependents 6,420
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] 220
Number of elderly returns [4] 2,020
Adjust gross income (AGI) [5] $949,698,000
Number of returns with total income 6,870
Salaries and wages amount $955,825,000
Number of returns with salaries and wages 6,220
Salaries and wages amount $721,632
Number of returns with taxable interest 4,910
Taxable interest amount $4,891
Number of returns with ordinary dividends 2,450
Ordinary dividends amount $8,879,000
Number of returns with qualified dividends 2,320
Qualified dividends amount [6] $6,582
Number of returns with state and local income tax refunds 4,240
State and local income tax refunds amount $7,049
Number of returns with business or professional net income (less loss) 990
Business or professional net income (less loss) amount $13,454,000
Number of returns with net capital gain (less loss) 1,990
Net capital gain (less loss) amount $10,943,000
Number of returns with taxable individual retirement arrangements distributions 980
Taxable individual retirement arrangements distributions amount $20,356,000
Number of returns with taxable pensions and annuities 2,260
Taxable pensions and annuities amount $109,859,000
Number of farm returns 0
Number of returns with unemployment compensation 290
Unemployment compensation amount [7] $1,388,000
Number of returns with taxable Social Security benefits 1,640
Taxable Social Security benefits amount $42,651,000
Number of returns with partnership/S-corp net income (less loss) 650
Partnership/S-corp net income (less loss) amount $10,308,000
Number of returns with total statutory adjustments 2,080
Total statutory adjustments amount $6,127,000
Number of returns with educator expenses 700
Educator expenses amount $187,000
Number of returns with self-employment retirement plans 60
Self-employment retirement plans amount $754,000
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $884,000
Number of returns with IRA payments 250
IRA payments amount $1,463,000
Number of returns with student loan interest deduction 490
Student loan interest deduction amount $538,000
Number of returns with tuition and fees deduction 110
Tuition and fees deduction amount $209,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 6,280
Total itemized deductions amount $196,619,000
Amount of AGI for itemized returns $875,312,000
Number of returns with State and local income taxes 5,980
State and local income taxes amount $70,155,000
Number of returns with State and local general sales tax 280
State and local general sales tax amount $578,000
Number of returns with real estate taxes 5,450
Real estate taxes amount $32,253,000
Number of returns with taxes paid 6,280
Taxes paid amount $103,767,000
Number of returns with mortgage interest paid 4,760
Mortgage interest paid amount $50,312,000
Number of returns with contributions 5,910
Contributions amount $17,507,000
Number of returns with taxable income 6,860
Taxable income amount $670,523,000
Number of returns with income tax before credits 6,860
Income tax before credits amount $116,567,000
Number of returns with alternative minimum tax 600
Alternative minimum tax amount $1,240,000
Number of returns with total tax credits 2,600
Total tax credits amount $3,208,000
Number of returns with foreign tax credit 540
Foreign tax credit amount $75,000
Number of returns with child and dependent care credit 600
Child and dependent care credit amount $400,000
Number of returns with nonrefundable education credit 620
Nonrefundable education credit amount $890,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 1,170
Child tax credit amount $1,434,000
Number of returns with residential energy tax credit 190
Residential energy tax credit amount $302,000
Number of returns with self-employment tax 770
Self-employment tax amount $2,339,000
Number of returns with total tax payments 6,840
Total tax payments amount $138,829,000
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 580
Refundable education credit amount $551,000
Number of returns with income tax 6,850
Income tax amount [10] $113,359,000
Number of returns with tax liability 6,860
Total tax liability amount [11] $116,488,000
Number of returns with net investment income tax 30
Net investment income tax $14,000
Number of returns with tax due at time of filing 1,680
Tax due at time of filing amount [12] $7,491,000
Number of returns with overpayments refunded 5,050
Overpayments refunded amount [13] $28,811,000
Number of returns with credit to next year’s estimated tax 180
Credited to next year’s estimated tax amount $921,000

Adjusted Gross Income: $200,000 or more

Number of returns 2,080
Number of single returns 140
Number of joint returns 1,860
Number of head of household returns 60
Number of returns with paid preparer's signature 1,740
Number of exemptions 6,240
Number of dependents 2,310
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] 610
Adjust gross income (AGI) [5] $678,316,000
Number of returns with total income 2,080
Salaries and wages amount $685,753,000
Number of returns with salaries and wages 1,900
Salaries and wages amount $451,119
Number of returns with taxable interest 1,750
Taxable interest amount $7,396
Number of returns with ordinary dividends 1,050
Ordinary dividends amount $10,338,000
Number of returns with qualified dividends 1,010
Qualified dividends amount [6] $8,080
Number of returns with state and local income tax refunds 980
State and local income tax refunds amount $3,871
Number of returns with business or professional net income (less loss) 380
Business or professional net income (less loss) amount $17,328,000
Number of returns with net capital gain (less loss) 1,000
Net capital gain (less loss) amount $41,305,000
Number of returns with taxable individual retirement arrangements distributions 300
Taxable individual retirement arrangements distributions amount $13,914,000
Number of returns with taxable pensions and annuities 670
Taxable pensions and annuities amount $48,712,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $242,000
Number of returns with taxable Social Security benefits 410
Taxable Social Security benefits amount $12,030,000
Number of returns with partnership/S-corp net income (less loss) 490
Partnership/S-corp net income (less loss) amount $66,624,000
Number of returns with total statutory adjustments 660
Total statutory adjustments amount $7,437,000
Number of returns with educator expenses 230
Educator expenses amount $59,000
Number of returns with self-employment retirement plans 60
Self-employment retirement plans amount $2,466,000
Number of returns with self-employment health insurance deduction 110
Self-employment health insurance deduction amount $1,685,000
Number of returns with IRA payments 50
IRA payments amount $455,000
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 50
Domestic production activities deduction amount $1,096,000
Number of returns with itemized deductions 2,020
Total itemized deductions amount $119,583,000
Amount of AGI for itemized returns $662,548,000
Number of returns with State and local income taxes 1,980
State and local income taxes amount $64,274,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $82,000
Number of returns with real estate taxes 1,890
Real estate taxes amount $15,931,000
Number of returns with taxes paid 2,020
Taxes paid amount $80,629,000
Number of returns with mortgage interest paid 1,610
Mortgage interest paid amount $21,922,000
Number of returns with contributions 1,930
Contributions amount $10,566,000
Number of returns with taxable income 2,080
Taxable income amount $537,075,000
Number of returns with income tax before credits 2,080
Income tax before credits amount $139,828,000
Number of returns with alternative minimum tax 1,620
Alternative minimum tax amount $10,942,000
Number of returns with total tax credits 610
Total tax credits amount $1,096,000
Number of returns with foreign tax credit 320
Foreign tax credit amount $203,000
Number of returns with child and dependent care credit 240
Child and dependent care credit amount $168,000
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 60
Residential energy tax credit amount $114,000
Number of returns with self-employment tax 350
Self-employment tax amount $2,632,000
Number of returns with total tax payments 2,060
Total tax payments amount $136,586,000
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 2,080
Income tax amount [10] $138,732,000
Number of returns with tax liability 2,080
Total tax liability amount [11] $144,348,000
Number of returns with net investment income tax 900
Net investment income tax $1,447,000
Number of returns with tax due at time of filing 1,000
Tax due at time of filing amount [12] $18,428,000
Number of returns with overpayments refunded 920
Overpayments refunded amount [13] $7,045,000
Number of returns with credit to next year’s estimated tax 180
Credited to next year’s estimated tax amount $3,417,000

[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.