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ZIP Code Database - Facts & Stats

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ZIP Code 10463 Income Tax Stats

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

ZIP Code 10463 Data

Zip Code:10463
City:Bronx
State:NY [New York]
Counties: BRONX, NY
City Alias(es):Bronx
Area Code:718 / 646 / 929
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





10463 Income Tax Overview

Total Number of Tax Returns for ZIP Code 10463 [1] 34,270
Total Number of Single Tax Returns for ZIP Code 10463 6,630
Total Number of Joint Tax Returns for ZIP Code 10463 7,600
Total Number of Dependents for ZIP Code 10463 19,090
Total Adjusted Gross Income for ZIP Code 10463 $2,286,185,000
Average Income per Person for ZIP Code 10463 $33,635
Average Income per Household for ZIP Code 10463 $66,711

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 12,040
Number of single returns 8,070
Number of joint returns 1,180
Number of head of household returns 2,620
Number of returns with paid preparer's signature 8,590
Number of exemptions 18,090
Number of dependents 6,050
Total number of volunteer prepared returns [5] 500
Number of volunteer income tax assistance (VITA) prepared returns [3] 430
Number of tax counseling for the elderly (TCE) prepared returns [3] 70
Number of volunteer prepared returns with Earned Income Credit 160
Number of refund anticipation check returns [3] 2,810
Number of elderly returns [4] 2,740
Adjust gross income (AGI) [5] $149,667,000
Number of returns with total income 12,040
Salaries and wages amount $152,800,000
Number of returns with salaries and wages 8,240
Salaries and wages amount $104,689
Number of returns with taxable interest 1,550
Taxable interest amount $893
Number of returns with ordinary dividends 780
Ordinary dividends amount $1,822,000
Number of returns with qualified dividends 700
Qualified dividends amount [6] $1,179
Number of returns with state and local income tax refunds 150
State and local income tax refunds amount $115
Number of returns with business or professional net income (less loss) 3,200
Business or professional net income (less loss) amount $26,361,000
Number of returns with net capital gain (less loss) 700
Net capital gain (less loss) amount $348,000
Number of returns with taxable individual retirement arrangements distributions 530
Taxable individual retirement arrangements distributions amount $3,254,000
Number of returns with taxable pensions and annuities 1,380
Taxable pensions and annuities amount $12,533,000
Number of farm returns 0
Number of returns with unemployment compensation 380
Unemployment compensation amount [7] $1,847,000
Number of returns with taxable Social Security benefits 500
Taxable Social Security benefits amount $1,073,000
Number of returns with partnership/S-corp net income (less loss) 130
Partnership/S-corp net income (less loss) amount ($272,000)
Number of returns with total statutory adjustments 3,420
Total statutory adjustments amount $3,133,000
Number of returns with educator expenses 60
Educator expenses amount $15,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $263,000
Number of returns with IRA payments 50
IRA payments amount $171,000
Number of returns with student loan interest deduction 350
Student loan interest deduction amount $292,000
Number of returns with tuition and fees deduction 70
Tuition and fees deduction amount $214,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 530
Total itemized deductions amount $9,387,000
Amount of AGI for itemized returns $7,973,000
Number of returns with State and local income taxes 250
State and local income taxes amount $715,000
Number of returns with State and local general sales tax 210
State and local general sales tax amount $121,000
Number of returns with real estate taxes 260
Real estate taxes amount $924,000
Number of returns with taxes paid 510
Taxes paid amount $2,099,000
Number of returns with mortgage interest paid 250
Mortgage interest paid amount $1,175,000
Number of returns with contributions 320
Contributions amount $537,000
Number of returns with taxable income 4,680
Taxable income amount $27,468,000
Number of returns with income tax before credits 4,590
Income tax before credits amount $2,845,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,330
Total tax credits amount $493,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 140
Child and dependent care credit amount $51,000
Number of returns with nonrefundable education credit 380
Nonrefundable education credit amount $218,000
Number of returns with retirement savings contribution credit 310
Retirement savings contribution credit amount $58,000
Number of returns with child tax credit 440
Child tax credit amount $157,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 2,950
Self-employment tax amount $3,998,000
Number of returns with total tax payments 10,440
Total tax payments amount $28,241,000
Number of returns with earned income credit 5,530
Earned income credit amount [8] $14,417,000
Number of returns with excess earned income credit 4,590
Excess earned income credit (refundable) amount [9] $11,635,000
Number of returns with additional child tax credit 3,010
Additional child tax credit amount $3,552,000
Number of returns with refundable education credit 610
Refundable education credit amount $511,000
Number of returns with income tax 3,670
Income tax amount [10] $2,349,000
Number of returns with tax liability 6,400
Total tax liability amount [11] $6,553,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,660
Tax due at time of filing amount [12] $1,309,000
Number of returns with overpayments refunded 9,320
Overpayments refunded amount [13] $22,878,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $90,000

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

Number of returns 7,570
Number of single returns 3,990
Number of joint returns 1,120
Number of head of household returns 2,290
Number of returns with paid preparer's signature 5,250
Number of exemptions 13,130
Number of dependents 4,470
Total number of volunteer prepared returns [5] 150
Number of volunteer income tax assistance (VITA) prepared returns [3] 120
Number of tax counseling for the elderly (TCE) prepared returns [3] 40
Number of volunteer prepared returns with Earned Income Credit 30
Number of refund anticipation check returns [3] 1,810
Number of elderly returns [4] 1,500
Adjust gross income (AGI) [5] $278,398,000
Number of returns with total income 7,570
Salaries and wages amount $281,719,000
Number of returns with salaries and wages 6,730
Salaries and wages amount $236,854
Number of returns with taxable interest 1,190
Taxable interest amount $1,049
Number of returns with ordinary dividends 650
Ordinary dividends amount $2,070,000
Number of returns with qualified dividends 590
Qualified dividends amount [6] $1,389
Number of returns with state and local income tax refunds 590
State and local income tax refunds amount $439
Number of returns with business or professional net income (less loss) 940
Business or professional net income (less loss) amount $9,029,000
Number of returns with net capital gain (less loss) 620
Net capital gain (less loss) amount $877,000
Number of returns with taxable individual retirement arrangements distributions 430
Taxable individual retirement arrangements distributions amount $4,759,000
Number of returns with taxable pensions and annuities 980
Taxable pensions and annuities amount $17,722,000
Number of farm returns 0
Number of returns with unemployment compensation 330
Unemployment compensation amount [7] $1,764,000
Number of returns with taxable Social Security benefits 940
Taxable Social Security benefits amount $7,289,000
Number of returns with partnership/S-corp net income (less loss) 140
Partnership/S-corp net income (less loss) amount $739,000
Number of returns with total statutory adjustments 1,710
Total statutory adjustments amount $3,321,000
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 90
Self-employment health insurance deduction amount $424,000
Number of returns with IRA payments 150
IRA payments amount $640,000
Number of returns with student loan interest deduction 750
Student loan interest deduction amount $799,000
Number of returns with tuition and fees deduction 70
Tuition and fees deduction amount $166,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,610
Total itemized deductions amount $23,816,000
Amount of AGI for itemized returns $63,026,000
Number of returns with State and local income taxes 1,370
State and local income taxes amount $4,075,000
Number of returns with State and local general sales tax 210
State and local general sales tax amount $177,000
Number of returns with real estate taxes 500
Real estate taxes amount $1,732,000
Number of returns with taxes paid 1,600
Taxes paid amount $6,284,000
Number of returns with mortgage interest paid 480
Mortgage interest paid amount $2,103,000
Number of returns with contributions 1,190
Contributions amount $2,663,000
Number of returns with taxable income 7,390
Taxable income amount $151,866,000
Number of returns with income tax before credits 7,350
Income tax before credits amount $18,750,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 2,910
Total tax credits amount $2,890,000
Number of returns with foreign tax credit 150
Foreign tax credit amount $13,000
Number of returns with child and dependent care credit 680
Child and dependent care credit amount $462,000
Number of returns with nonrefundable education credit 660
Nonrefundable education credit amount $724,000
Number of returns with retirement savings contribution credit 740
Retirement savings contribution credit amount $131,000
Number of returns with child tax credit 1,690
Child tax credit amount $1,535,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 670
Self-employment tax amount $1,574,000
Number of returns with total tax payments 7,400
Total tax payments amount $33,393,000
Number of returns with earned income credit 1,720
Earned income credit amount [8] $3,462,000
Number of returns with excess earned income credit 1,400
Excess earned income credit (refundable) amount [9] $2,786,000
Number of returns with additional child tax credit 1,130
Additional child tax credit amount $1,319,000
Number of returns with refundable education credit 470
Refundable education credit amount $401,000
Number of returns with income tax 6,220
Income tax amount [10] $15,860,000
Number of returns with tax liability 6,490
Total tax liability amount [11] $17,724,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,060
Tax due at time of filing amount [12] $1,787,000
Number of returns with overpayments refunded 6,410
Overpayments refunded amount [13] $17,212,000
Number of returns with credit to next year’s estimated tax 90
Credited to next year’s estimated tax amount $176,000

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

Number of returns 5,140
Number of single returns 2,670
Number of joint returns 920
Number of head of household returns 1,340
Number of returns with paid preparer's signature 3,520
Number of exemptions 8,690
Number of dependents 2,640
Total number of volunteer prepared returns [5] 50
Number of volunteer income tax assistance (VITA) prepared returns [3] 20
Number of tax counseling for the elderly (TCE) prepared returns [3] 20
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 880
Number of elderly returns [4] 1,230
Adjust gross income (AGI) [5] $314,728,000
Number of returns with total income 5,140
Salaries and wages amount $317,599,000
Number of returns with salaries and wages 4,580
Salaries and wages amount $261,169
Number of returns with taxable interest 1,320
Taxable interest amount $1,158
Number of returns with ordinary dividends 740
Ordinary dividends amount $3,039,000
Number of returns with qualified dividends 680
Qualified dividends amount [6] $2,094
Number of returns with state and local income tax refunds 1,100
State and local income tax refunds amount $992
Number of returns with business or professional net income (less loss) 560
Business or professional net income (less loss) amount $4,736,000
Number of returns with net capital gain (less loss) 690
Net capital gain (less loss) amount $1,633,000
Number of returns with taxable individual retirement arrangements distributions 460
Taxable individual retirement arrangements distributions amount $5,956,000
Number of returns with taxable pensions and annuities 870
Taxable pensions and annuities amount $23,310,000
Number of farm returns 0
Number of returns with unemployment compensation 130
Unemployment compensation amount [7] $730,000
Number of returns with taxable Social Security benefits 820
Taxable Social Security benefits amount $13,854,000
Number of returns with partnership/S-corp net income (less loss) 160
Partnership/S-corp net income (less loss) amount $583,000
Number of returns with total statutory adjustments 1,440
Total statutory adjustments amount $2,871,000
Number of returns with educator expenses 260
Educator expenses amount $64,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $354,000
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $339,000
Number of returns with IRA payments 110
IRA payments amount $481,000
Number of returns with student loan interest deduction 790
Student loan interest deduction amount $921,000
Number of returns with tuition and fees deduction 90
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 2,390
Total itemized deductions amount $38,999,000
Amount of AGI for itemized returns $148,685,000
Number of returns with State and local income taxes 2,200
State and local income taxes amount $10,966,000
Number of returns with State and local general sales tax 180
State and local general sales tax amount $195,000
Number of returns with real estate taxes 920
Real estate taxes amount $2,856,000
Number of returns with taxes paid 2,390
Taxes paid amount $14,428,000
Number of returns with mortgage interest paid 920
Mortgage interest paid amount $3,997,000
Number of returns with contributions 1,880
Contributions amount $4,826,000
Number of returns with taxable income 5,120
Taxable income amount $216,537,000
Number of returns with income tax before credits 5,110
Income tax before credits amount $31,670,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,600
Total tax credits amount $2,243,000
Number of returns with foreign tax credit 210
Foreign tax credit amount $32,000
Number of returns with child and dependent care credit 380
Child and dependent care credit amount $251,000
Number of returns with nonrefundable education credit 380
Nonrefundable education credit amount $487,000
Number of returns with retirement savings contribution credit 130
Retirement savings contribution credit amount $22,000
Number of returns with child tax credit 1,060
Child tax credit amount $1,416,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $47,000
Number of returns with self-employment tax 360
Self-employment tax amount $878,000
Number of returns with total tax payments 5,080
Total tax payments amount $40,665,000
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 100
Additional child tax credit amount $98,000
Number of returns with refundable education credit 270
Refundable education credit amount $249,000
Number of returns with income tax 5,020
Income tax amount [10] $29,428,000
Number of returns with tax liability 5,050
Total tax liability amount [11] $30,636,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,010
Tax due at time of filing amount [12] $2,281,000
Number of returns with overpayments refunded 4,050
Overpayments refunded amount [13] $11,966,000
Number of returns with credit to next year’s estimated tax 90
Credited to next year’s estimated tax amount $291,000

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

Number of returns 3,280
Number of single returns 1,550
Number of joint returns 840
Number of head of household returns 740
Number of returns with paid preparer's signature 2,350
Number of exemptions 5,840
Number of dependents 1,730
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] 400
Number of elderly returns [4] 970
Adjust gross income (AGI) [5] $283,457,000
Number of returns with total income 3,280
Salaries and wages amount $285,879,000
Number of returns with salaries and wages 2,820
Salaries and wages amount $221,403
Number of returns with taxable interest 1,310
Taxable interest amount $1,579
Number of returns with ordinary dividends 760
Ordinary dividends amount $4,170,000
Number of returns with qualified dividends 700
Qualified dividends amount [6] $3,154
Number of returns with state and local income tax refunds 1,170
State and local income tax refunds amount $1,142
Number of returns with business or professional net income (less loss) 470
Business or professional net income (less loss) amount $6,365,000
Number of returns with net capital gain (less loss) 660
Net capital gain (less loss) amount $2,900,000
Number of returns with taxable individual retirement arrangements distributions 390
Taxable individual retirement arrangements distributions amount $6,262,000
Number of returns with taxable pensions and annuities 760
Taxable pensions and annuities amount $25,776,000
Number of farm returns 0
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $527,000
Number of returns with taxable Social Security benefits 680
Taxable Social Security benefits amount $13,879,000
Number of returns with partnership/S-corp net income (less loss) 150
Partnership/S-corp net income (less loss) amount $1,293,000
Number of returns with total statutory adjustments 870
Total statutory adjustments amount $2,422,000
Number of returns with educator expenses 310
Educator expenses amount $78,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $418,000
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $389,000
Number of returns with IRA payments 80
IRA payments amount $489,000
Number of returns with student loan interest deduction 230
Student loan interest deduction amount $203,000
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 2,310
Total itemized deductions amount $42,341,000
Amount of AGI for itemized returns $200,900,000
Number of returns with State and local income taxes 2,150
State and local income taxes amount $15,699,000
Number of returns with State and local general sales tax 150
State and local general sales tax amount $207,000
Number of returns with real estate taxes 1,070
Real estate taxes amount $3,724,000
Number of returns with taxes paid 2,310
Taxes paid amount $19,902,000
Number of returns with mortgage interest paid 1,060
Mortgage interest paid amount $5,358,000
Number of returns with contributions 1,840
Contributions amount $5,186,000
Number of returns with taxable income 3,270
Taxable income amount $207,436,000
Number of returns with income tax before credits 3,260
Income tax before credits amount $34,232,000
Number of returns with alternative minimum tax 80
Alternative minimum tax amount $73,000
Number of returns with total tax credits 1,000
Total tax credits amount $1,252,000
Number of returns with foreign tax credit 260
Foreign tax credit amount $28,000
Number of returns with child and dependent care credit 240
Child and dependent care credit amount $160,000
Number of returns with nonrefundable education credit 180
Nonrefundable education credit amount $242,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 630
Child tax credit amount $771,000
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 $1,152,000
Number of returns with total tax payments 3,240
Total tax payments amount $41,116,000
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 130
Refundable education credit amount $115,000
Number of returns with income tax 3,250
Income tax amount [10] $32,980,000
Number of returns with tax liability 3,260
Total tax liability amount [11] $34,387,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 740
Tax due at time of filing amount [12] $2,435,000
Number of returns with overpayments refunded 2,450
Overpayments refunded amount [13] $8,883,000
Number of returns with credit to next year’s estimated tax 100
Credited to next year’s estimated tax amount $235,000

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

Number of returns 4,640
Number of single returns 1,560
Number of joint returns 2,300
Number of head of household returns 610
Number of returns with paid preparer's signature 3,320
Number of exemptions 9,740
Number of dependents 2,810
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] 270
Number of elderly returns [4] 1,620
Adjust gross income (AGI) [5] $632,676,000
Number of returns with total income 4,640
Salaries and wages amount $638,356,000
Number of returns with salaries and wages 4,000
Salaries and wages amount $462,983
Number of returns with taxable interest 2,470
Taxable interest amount $3,699
Number of returns with ordinary dividends 1,810
Ordinary dividends amount $11,845,000
Number of returns with qualified dividends 1,700
Qualified dividends amount [6] $8,965
Number of returns with state and local income tax refunds 2,000
State and local income tax refunds amount $2,705
Number of returns with business or professional net income (less loss) 840
Business or professional net income (less loss) amount $13,846,000
Number of returns with net capital gain (less loss) 1,600
Net capital gain (less loss) amount $12,184,000
Number of returns with taxable individual retirement arrangements distributions 820
Taxable individual retirement arrangements distributions amount $18,213,000
Number of returns with taxable pensions and annuities 1,370
Taxable pensions and annuities amount $73,433,000
Number of farm returns 0
Number of returns with unemployment compensation 110
Unemployment compensation amount [7] $611,000
Number of returns with taxable Social Security benefits 1,150
Taxable Social Security benefits amount $29,542,000
Number of returns with partnership/S-corp net income (less loss) 340
Partnership/S-corp net income (less loss) amount $5,542,000
Number of returns with total statutory adjustments 1,460
Total statutory adjustments amount $5,680,000
Number of returns with educator expenses 470
Educator expenses amount $129,000
Number of returns with self-employment retirement plans 100
Self-employment retirement plans amount $1,569,000
Number of returns with self-employment health insurance deduction 120
Self-employment health insurance deduction amount $968,000
Number of returns with IRA payments 120
IRA payments amount $658,000
Number of returns with student loan interest deduction 360
Student loan interest deduction amount $459,000
Number of returns with tuition and fees deduction 90
Tuition and fees deduction amount $180,000
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $140,000
Number of returns with itemized deductions 3,890
Total itemized deductions amount $100,535,000
Amount of AGI for itemized returns $538,917,000
Number of returns with State and local income taxes 3,660
State and local income taxes amount $44,049,000
Number of returns with State and local general sales tax 210
State and local general sales tax amount $333,000
Number of returns with real estate taxes 2,340
Real estate taxes amount $9,875,000
Number of returns with taxes paid 3,890
Taxes paid amount $54,730,000
Number of returns with mortgage interest paid 2,250
Mortgage interest paid amount $15,169,000
Number of returns with contributions 3,360
Contributions amount $12,022,000
Number of returns with taxable income 4,630
Taxable income amount $484,218,000
Number of returns with income tax before credits 4,620
Income tax before credits amount $90,889,000
Number of returns with alternative minimum tax 490
Alternative minimum tax amount $1,151,000
Number of returns with total tax credits 1,510
Total tax credits amount $1,403,000
Number of returns with foreign tax credit 680
Foreign tax credit amount $173,000
Number of returns with child and dependent care credit 490
Child and dependent care credit amount $327,000
Number of returns with nonrefundable education credit 180
Nonrefundable education credit amount $248,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 480
Child tax credit amount $527,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $60,000
Number of returns with self-employment tax 620
Self-employment tax amount $2,418,000
Number of returns with total tax payments 4,620
Total tax payments amount $100,937,000
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 150
Refundable education credit amount $140,000
Number of returns with income tax 4,620
Income tax amount [10] $89,486,000
Number of returns with tax liability 4,620
Total tax liability amount [11] $92,475,000
Number of returns with net investment income tax 50
Net investment income tax $20,000
Number of returns with tax due at time of filing 1,470
Tax due at time of filing amount [12] $6,836,000
Number of returns with overpayments refunded 2,950
Overpayments refunded amount [13] $14,023,000
Number of returns with credit to next year’s estimated tax 250
Credited to next year’s estimated tax amount $1,216,000

Adjusted Gross Income: $200,000 or more

Number of returns 1,600
Number of single returns 270
Number of joint returns 1,240
Number of head of household returns 70
Number of returns with paid preparer's signature 1,210
Number of exemptions 4,220
Number of dependents 1,390
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] 30
Number of elderly returns [4] 650
Adjust gross income (AGI) [5] $627,259,000
Number of returns with total income 1,600
Salaries and wages amount $636,237,000
Number of returns with salaries and wages 1,390
Salaries and wages amount $360,333
Number of returns with taxable interest 1,240
Taxable interest amount $10,357
Number of returns with ordinary dividends 1,050
Ordinary dividends amount $27,461,000
Number of returns with qualified dividends 1,010
Qualified dividends amount [6] $22,975
Number of returns with state and local income tax refunds 640
State and local income tax refunds amount $3,533
Number of returns with business or professional net income (less loss) 420
Business or professional net income (less loss) amount $26,899,000
Number of returns with net capital gain (less loss) 980
Net capital gain (less loss) amount $65,481,000
Number of returns with taxable individual retirement arrangements distributions 370
Taxable individual retirement arrangements distributions amount $15,825,000
Number of returns with taxable pensions and annuities 480
Taxable pensions and annuities amount $37,326,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $203,000
Number of returns with taxable Social Security benefits 440
Taxable Social Security benefits amount $13,816,000
Number of returns with partnership/S-corp net income (less loss) 360
Partnership/S-corp net income (less loss) amount $57,270,000
Number of returns with total statutory adjustments 580
Total statutory adjustments amount $8,978,000
Number of returns with educator expenses 120
Educator expenses amount $35,000
Number of returns with self-employment retirement plans 130
Self-employment retirement plans amount $4,559,000
Number of returns with self-employment health insurance deduction 120
Self-employment health insurance deduction amount $1,327,000
Number of returns with IRA payments 30
IRA payments amount $283,000
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 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,560
Total itemized deductions amount $114,851,000
Amount of AGI for itemized returns $612,839,000
Number of returns with State and local income taxes 1,500
State and local income taxes amount $63,862,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $174,000
Number of returns with real estate taxes 1,180
Real estate taxes amount $8,017,000
Number of returns with taxes paid 1,560
Taxes paid amount $72,241,000
Number of returns with mortgage interest paid 1,100
Mortgage interest paid amount $11,324,000
Number of returns with contributions 1,410
Contributions amount $26,204,000
Number of returns with taxable income 1,600
Taxable income amount $500,676,000
Number of returns with income tax before credits 1,600
Income tax before credits amount $134,096,000
Number of returns with alternative minimum tax 1,220
Alternative minimum tax amount $9,596,000
Number of returns with total tax credits 750
Total tax credits amount $1,493,000
Number of returns with foreign tax credit 550
Foreign tax credit amount $992,000
Number of returns with child and dependent care credit 230
Child and dependent care credit amount $148,000
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 390
Self-employment tax amount $3,592,000
Number of returns with total tax payments 1,590
Total tax payments amount $138,912,000
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 1,600
Income tax amount [10] $132,603,000
Number of returns with tax liability 1,600
Total tax liability amount [11] $141,717,000
Number of returns with net investment income tax 890
Net investment income tax $2,281,000
Number of returns with tax due at time of filing 830
Tax due at time of filing amount [12] $13,309,000
Number of returns with overpayments refunded 550
Overpayments refunded amount [13] $4,079,000
Number of returns with credit to next year’s estimated tax 250
Credited to next year’s estimated tax amount $6,268,000

[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.