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 11106 Income Tax Stats

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

ZIP Code 11106 Data

Zip Code:11106
City:Astoria
State:NY [New York]
Counties: QUEENS, NY
City Alias(es):Astoria
Area Code:718
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





11106 Income Tax Overview

Total Number of Tax Returns for ZIP Code 11106 [1] 22,030
Total Number of Single Tax Returns for ZIP Code 11106 4,790
Total Number of Joint Tax Returns for ZIP Code 11106 5,070
Total Number of Dependents for ZIP Code 11106 8,160
Total Adjusted Gross Income for ZIP Code 11106 $1,294,542,000
Average Income per Person for ZIP Code 11106 $33,300
Average Income per Household for ZIP Code 11106 $58,763

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 7,350
Number of single returns 4,950
Number of joint returns 1,230
Number of head of household returns 1,020
Number of returns with paid preparer's signature 4,830
Number of exemptions 11,060
Number of dependents 3,020
Total number of volunteer prepared returns [5] 490
Number of volunteer income tax assistance (VITA) prepared returns [3] 440
Number of tax counseling for the elderly (TCE) prepared returns [3] 50
Number of volunteer prepared returns with Earned Income Credit 170
Number of refund anticipation check returns [3] 730
Number of elderly returns [4] 1,470
Adjust gross income (AGI) [5] $90,966,000
Number of returns with total income 7,350
Salaries and wages amount $93,957,000
Number of returns with salaries and wages 4,510
Salaries and wages amount $56,962
Number of returns with taxable interest 950
Taxable interest amount $606
Number of returns with ordinary dividends 440
Ordinary dividends amount $642,000
Number of returns with qualified dividends 380
Qualified dividends amount [6] $400
Number of returns with state and local income tax refunds 70
State and local income tax refunds amount $57
Number of returns with business or professional net income (less loss) 2,800
Business or professional net income (less loss) amount $25,901,000
Number of returns with net capital gain (less loss) 360
Net capital gain (less loss) amount $219,000
Number of returns with taxable individual retirement arrangements distributions 260
Taxable individual retirement arrangements distributions amount $1,526,000
Number of returns with taxable pensions and annuities 670
Taxable pensions and annuities amount $5,829,000
Number of farm returns 0
Number of returns with unemployment compensation 150
Unemployment compensation amount [7] $897,000
Number of returns with taxable Social Security benefits 230
Taxable Social Security benefits amount $498,000
Number of returns with partnership/S-corp net income (less loss) 130
Partnership/S-corp net income (less loss) amount ($56,000)
Number of returns with total statutory adjustments 2,920
Total statutory adjustments amount $2,991,000
Number of returns with educator expenses 30
Educator expenses amount $6,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $143,000
Number of returns with IRA payments 50
IRA payments amount $194,000
Number of returns with student loan interest deduction 280
Student loan interest deduction amount $283,000
Number of returns with tuition and fees deduction 80
Tuition and fees deduction amount $218,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 240
Total itemized deductions amount $3,290,000
Amount of AGI for itemized returns $3,528,000
Number of returns with State and local income taxes 120
State and local income taxes amount $287,000
Number of returns with State and local general sales tax 100
State and local general sales tax amount $53,000
Number of returns with real estate taxes 110
Real estate taxes amount $546,000
Number of returns with taxes paid 230
Taxes paid amount $966,000
Number of returns with mortgage interest paid 70
Mortgage interest paid amount $610,000
Number of returns with contributions 130
Contributions amount $213,000
Number of returns with taxable income 2,880
Taxable income amount $17,731,000
Number of returns with income tax before credits 2,840
Income tax before credits amount $1,848,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 600
Total tax credits amount $213,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $10,000
Number of returns with nonrefundable education credit 220
Nonrefundable education credit amount $123,000
Number of returns with retirement savings contribution credit 210
Retirement savings contribution credit amount $39,000
Number of returns with child tax credit 120
Child tax credit amount $37,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 2,610
Self-employment tax amount $3,825,000
Number of returns with total tax payments 6,070
Total tax payments amount $13,500,000
Number of returns with earned income credit 3,140
Earned income credit amount [8] $6,310,000
Number of returns with excess earned income credit 2,110
Excess earned income credit (refundable) amount [9] $4,421,000
Number of returns with additional child tax credit 1,310
Additional child tax credit amount $1,713,000
Number of returns with refundable education credit 300
Refundable education credit amount $259,000
Number of returns with income tax 2,470
Income tax amount [10] $1,635,000
Number of returns with tax liability 4,590
Total tax liability amount [11] $5,611,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,870
Tax due at time of filing amount [12] $1,915,000
Number of returns with overpayments refunded 4,860
Overpayments refunded amount [13] $9,718,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $34,000

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

Number of returns 4,970
Number of single returns 3,250
Number of joint returns 900
Number of head of household returns 710
Number of returns with paid preparer's signature 2,900
Number of exemptions 7,990
Number of dependents 2,140
Total number of volunteer prepared returns [5] 180
Number of volunteer income tax assistance (VITA) prepared returns [3] 180
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 40
Number of refund anticipation check returns [3] 610
Number of elderly returns [4] 660
Adjust gross income (AGI) [5] $183,256,000
Number of returns with total income 4,970
Salaries and wages amount $186,425,000
Number of returns with salaries and wages 4,510
Salaries and wages amount $158,950
Number of returns with taxable interest 880
Taxable interest amount $559
Number of returns with ordinary dividends 520
Ordinary dividends amount $1,063,000
Number of returns with qualified dividends 470
Qualified dividends amount [6] $770
Number of returns with state and local income tax refunds 260
State and local income tax refunds amount $194
Number of returns with business or professional net income (less loss) 950
Business or professional net income (less loss) amount $11,223,000
Number of returns with net capital gain (less loss) 420
Net capital gain (less loss) amount $620,000
Number of returns with taxable individual retirement arrangements distributions 200
Taxable individual retirement arrangements distributions amount $1,999,000
Number of returns with taxable pensions and annuities 420
Taxable pensions and annuities amount $6,034,000
Number of farm returns 0
Number of returns with unemployment compensation 190
Unemployment compensation amount [7] $1,111,000
Number of returns with taxable Social Security benefits 370
Taxable Social Security benefits amount $2,607,000
Number of returns with partnership/S-corp net income (less loss) 130
Partnership/S-corp net income (less loss) amount $957,000
Number of returns with total statutory adjustments 1,620
Total statutory adjustments amount $3,169,000
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 110
Self-employment health insurance deduction amount $332,000
Number of returns with IRA payments 140
IRA payments amount $625,000
Number of returns with student loan interest deduction 780
Student loan interest deduction amount $915,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $65,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 650
Total itemized deductions amount $9,035,000
Amount of AGI for itemized returns $25,332,000
Number of returns with State and local income taxes 570
State and local income taxes amount $1,678,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $47,000
Number of returns with real estate taxes 170
Real estate taxes amount $711,000
Number of returns with taxes paid 650
Taxes paid amount $2,520,000
Number of returns with mortgage interest paid 110
Mortgage interest paid amount $776,000
Number of returns with contributions 490
Contributions amount $998,000
Number of returns with taxable income 4,780
Taxable income amount $107,815,000
Number of returns with income tax before credits 4,770
Income tax before credits amount $13,700,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,380
Total tax credits amount $1,180,000
Number of returns with foreign tax credit 140
Foreign tax credit amount $9,000
Number of returns with child and dependent care credit 130
Child and dependent care credit amount $90,000
Number of returns with nonrefundable education credit 400
Nonrefundable education credit amount $440,000
Number of returns with retirement savings contribution credit 360
Retirement savings contribution credit amount $66,000
Number of returns with child tax credit 630
Child tax credit amount $558,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 750
Self-employment tax amount $1,747,000
Number of returns with total tax payments 4,790
Total tax payments amount $21,537,000
Number of returns with earned income credit 750
Earned income credit amount [8] $1,806,000
Number of returns with excess earned income credit 590
Excess earned income credit (refundable) amount [9] $1,207,000
Number of returns with additional child tax credit 540
Additional child tax credit amount $741,000
Number of returns with refundable education credit 210
Refundable education credit amount $183,000
Number of returns with income tax 4,310
Income tax amount [10] $12,520,000
Number of returns with tax liability 4,540
Total tax liability amount [11] $14,575,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 920
Tax due at time of filing amount [12] $1,706,000
Number of returns with overpayments refunded 3,990
Overpayments refunded amount [13] $8,493,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $121,000

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

Number of returns 4,020
Number of single returns 2,780
Number of joint returns 720
Number of head of household returns 390
Number of returns with paid preparer's signature 2,180
Number of exemptions 5,810
Number of dependents 1,080
Total number of volunteer prepared returns [5] 50
Number of volunteer income tax assistance (VITA) prepared returns [3] 50
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] 450
Number of elderly returns [4] 510
Adjust gross income (AGI) [5] $246,991,000
Number of returns with total income 4,020
Salaries and wages amount $250,007,000
Number of returns with salaries and wages 3,780
Salaries and wages amount $223,247
Number of returns with taxable interest 1,020
Taxable interest amount $657
Number of returns with ordinary dividends 600
Ordinary dividends amount $1,355,000
Number of returns with qualified dividends 560
Qualified dividends amount [6] $993
Number of returns with state and local income tax refunds 580
State and local income tax refunds amount $421
Number of returns with business or professional net income (less loss) 520
Business or professional net income (less loss) amount $5,947,000
Number of returns with net capital gain (less loss) 540
Net capital gain (less loss) amount $1,151,000
Number of returns with taxable individual retirement arrangements distributions 160
Taxable individual retirement arrangements distributions amount $1,822,000
Number of returns with taxable pensions and annuities 360
Taxable pensions and annuities amount $7,790,000
Number of farm returns 0
Number of returns with unemployment compensation 130
Unemployment compensation amount [7] $668,000
Number of returns with taxable Social Security benefits 310
Taxable Social Security benefits amount $4,884,000
Number of returns with partnership/S-corp net income (less loss) 130
Partnership/S-corp net income (less loss) amount $954,000
Number of returns with total statutory adjustments 1,450
Total statutory adjustments amount $3,016,000
Number of returns with educator expenses 120
Educator expenses amount $29,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $356,000
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $324,000
Number of returns with IRA payments 150
IRA payments amount $626,000
Number of returns with student loan interest deduction 900
Student loan interest deduction amount $1,051,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $134,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,330
Total itemized deductions amount $18,721,000
Amount of AGI for itemized returns $84,429,000
Number of returns with State and local income taxes 1,260
State and local income taxes amount $6,877,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $77,000
Number of returns with real estate taxes 280
Real estate taxes amount $1,069,000
Number of returns with taxes paid 1,320
Taxes paid amount $8,212,000
Number of returns with mortgage interest paid 200
Mortgage interest paid amount $1,331,000
Number of returns with contributions 1,020
Contributions amount $2,257,000
Number of returns with taxable income 4,010
Taxable income amount $183,365,000
Number of returns with income tax before credits 4,000
Income tax before credits amount $28,366,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 840
Total tax credits amount $978,000
Number of returns with foreign tax credit 180
Foreign tax credit amount $34,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $41,000
Number of returns with nonrefundable education credit 230
Nonrefundable education credit amount $299,000
Number of returns with retirement savings contribution credit 90
Retirement savings contribution credit amount $18,000
Number of returns with child tax credit 410
Child tax credit amount $559,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $29,000
Number of returns with self-employment tax 390
Self-employment tax amount $1,007,000
Number of returns with total tax payments 3,960
Total tax payments amount $34,327,000
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 $38,000
Number of returns with refundable education credit 150
Refundable education credit amount $139,000
Number of returns with income tax 3,960
Income tax amount [10] $27,388,000
Number of returns with tax liability 3,970
Total tax liability amount [11] $28,608,000
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] $1,740,000
Number of returns with overpayments refunded 3,160
Overpayments refunded amount [13] $7,258,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $152,000

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

Number of returns 2,270
Number of single returns 1,480
Number of joint returns 540
Number of head of household returns 170
Number of returns with paid preparer's signature 1,260
Number of exemptions 3,420
Number of dependents 610
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] 300
Adjust gross income (AGI) [5] $196,125,000
Number of returns with total income 2,270
Salaries and wages amount $197,249,000
Number of returns with salaries and wages 2,180
Salaries and wages amount $178,807
Number of returns with taxable interest 780
Taxable interest amount $501
Number of returns with ordinary dividends 530
Ordinary dividends amount $1,148,000
Number of returns with qualified dividends 500
Qualified dividends amount [6] $849
Number of returns with state and local income tax refunds 650
State and local income tax refunds amount $549
Number of returns with business or professional net income (less loss) 340
Business or professional net income (less loss) amount $2,823,000
Number of returns with net capital gain (less loss) 480
Net capital gain (less loss) amount $1,184,000
Number of returns with taxable individual retirement arrangements distributions 100
Taxable individual retirement arrangements distributions amount $1,162,000
Number of returns with taxable pensions and annuities 220
Taxable pensions and annuities amount $5,940,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $429,000
Number of returns with taxable Social Security benefits 190
Taxable Social Security benefits amount $3,431,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $1,010,000
Number of returns with total statutory adjustments 580
Total statutory adjustments amount $1,124,000
Number of returns with educator expenses 100
Educator expenses amount $26,000
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 $120,000
Number of returns with IRA payments 50
IRA payments amount $272,000
Number of returns with student loan interest deduction 210
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 1,610
Total itemized deductions amount $21,876,000
Amount of AGI for itemized returns $139,912,000
Number of returns with State and local income taxes 1,590
State and local income taxes amount $12,247,000
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 270
Real estate taxes amount $988,000
Number of returns with taxes paid 1,610
Taxes paid amount $13,341,000
Number of returns with mortgage interest paid 210
Mortgage interest paid amount $1,511,000
Number of returns with contributions 1,090
Contributions amount $2,177,000
Number of returns with taxable income 2,270
Taxable income amount $153,545,000
Number of returns with income tax before credits 2,270
Income tax before credits amount $26,872,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 450
Total tax credits amount $527,000
Number of returns with foreign tax credit 160
Foreign tax credit amount $48,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $23,000
Number of returns with nonrefundable education credit 100
Nonrefundable education credit amount $130,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 230
Child tax credit amount $305,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 230
Self-employment tax amount $563,000
Number of returns with total tax payments 2,260
Total tax payments amount $30,922,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 70
Refundable education credit amount $55,000
Number of returns with income tax 2,270
Income tax amount [10] $26,345,000
Number of returns with tax liability 2,270
Total tax liability amount [11] $27,029,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 470
Tax due at time of filing amount [12] $1,212,000
Number of returns with overpayments refunded 1,770
Overpayments refunded amount [13] $5,015,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $77,000

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

Number of returns 2,820
Number of single returns 1,360
Number of joint returns 1,250
Number of head of household returns 160
Number of returns with paid preparer's signature 1,730
Number of exemptions 5,050
Number of dependents 990
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] 400
Adjust gross income (AGI) [5] $377,817,000
Number of returns with total income 2,820
Salaries and wages amount $380,746,000
Number of returns with salaries and wages 2,680
Salaries and wages amount $331,599
Number of returns with taxable interest 1,360
Taxable interest amount $1,448
Number of returns with ordinary dividends 960
Ordinary dividends amount $3,262,000
Number of returns with qualified dividends 910
Qualified dividends amount [6] $2,329
Number of returns with state and local income tax refunds 1,080
State and local income tax refunds amount $1,181
Number of returns with business or professional net income (less loss) 480
Business or professional net income (less loss) amount $7,960,000
Number of returns with net capital gain (less loss) 830
Net capital gain (less loss) amount $4,307,000
Number of returns with taxable individual retirement arrangements distributions 210
Taxable individual retirement arrangements distributions amount $3,941,000
Number of returns with taxable pensions and annuities 340
Taxable pensions and annuities amount $13,382,000
Number of farm returns 0
Number of returns with unemployment compensation 110
Unemployment compensation amount [7] $570,000
Number of returns with taxable Social Security benefits 250
Taxable Social Security benefits amount $5,674,000
Number of returns with partnership/S-corp net income (less loss) 190
Partnership/S-corp net income (less loss) amount $4,553,000
Number of returns with total statutory adjustments 770
Total statutory adjustments amount $2,929,000
Number of returns with educator expenses 120
Educator expenses amount $31,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $436,000
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $403,000
Number of returns with IRA payments 110
IRA payments amount $619,000
Number of returns with student loan interest deduction 220
Student loan interest deduction amount $270,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $85,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 2,350
Total itemized deductions amount $48,910,000
Amount of AGI for itemized returns $320,759,000
Number of returns with State and local income taxes 2,310
State and local income taxes amount $29,438,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $85,000
Number of returns with real estate taxes 700
Real estate taxes amount $2,670,000
Number of returns with taxes paid 2,350
Taxes paid amount $32,407,000
Number of returns with mortgage interest paid 540
Mortgage interest paid amount $4,183,000
Number of returns with contributions 1,740
Contributions amount $4,113,000
Number of returns with taxable income 2,810
Taxable income amount $303,131,000
Number of returns with income tax before credits 2,810
Income tax before credits amount $58,961,000
Number of returns with alternative minimum tax 230
Alternative minimum tax amount $489,000
Number of returns with total tax credits 680
Total tax credits amount $541,000
Number of returns with foreign tax credit 340
Foreign tax credit amount $87,000
Number of returns with child and dependent care credit 120
Child and dependent care credit amount $74,000
Number of returns with nonrefundable education credit 90
Nonrefundable education credit amount $122,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 180
Child tax credit amount $188,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 370
Self-employment tax amount $1,426,000
Number of returns with total tax payments 2,810
Total tax payments amount $65,295,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 70
Refundable education credit amount $68,000
Number of returns with income tax 2,810
Income tax amount [10] $58,420,000
Number of returns with tax liability 2,810
Total tax liability amount [11] $60,171,000
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] $3,486,000
Number of returns with overpayments refunded 2,040
Overpayments refunded amount [13] $8,290,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $281,000

Adjusted Gross Income: $200,000 or more

Number of returns 600
Number of single returns 150
Number of joint returns 430
Number of head of household returns 0
Number of returns with paid preparer's signature 400
Number of exemptions 1,350
Number of dependents 320
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] 80
Adjust gross income (AGI) [5] $199,387,000
Number of returns with total income 600
Salaries and wages amount $200,901,000
Number of returns with salaries and wages 560
Salaries and wages amount $160,458
Number of returns with taxable interest 420
Taxable interest amount $945
Number of returns with ordinary dividends 340
Ordinary dividends amount $2,320,000
Number of returns with qualified dividends 320
Qualified dividends amount [6] $1,787
Number of returns with state and local income tax refunds 260
State and local income tax refunds amount $821
Number of returns with business or professional net income (less loss) 110
Business or professional net income (less loss) amount $3,614,000
Number of returns with net capital gain (less loss) 330
Net capital gain (less loss) amount $10,176,000
Number of returns with taxable individual retirement arrangements distributions 50
Taxable individual retirement arrangements distributions amount $1,497,000
Number of returns with taxable pensions and annuities 80
Taxable pensions and annuities amount $4,179,000
Number of farm returns 0
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 60
Taxable Social Security benefits amount $1,409,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $11,451,000
Number of returns with total statutory adjustments 150
Total statutory adjustments amount $1,514,000
Number of returns with educator expenses 20
Educator expenses amount $6,000
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $501,000
Number of returns with self-employment health insurance deduction 20
Self-employment health insurance deduction amount $264,000
Number of returns with IRA payments 20
IRA payments amount $191,000
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 580
Total itemized deductions amount $26,763,000
Amount of AGI for itemized returns $193,094,000
Number of returns with State and local income taxes 580
State and local income taxes amount $19,735,000
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 270
Real estate taxes amount $1,314,000
Number of returns with taxes paid 580
Taxes paid amount $21,121,000
Number of returns with mortgage interest paid 220
Mortgage interest paid amount $2,583,000
Number of returns with contributions 480
Contributions amount $2,368,000
Number of returns with taxable income 600
Taxable income amount $168,036,000
Number of returns with income tax before credits 600
Income tax before credits amount $45,171,000
Number of returns with alternative minimum tax 460
Alternative minimum tax amount $2,709,000
Number of returns with total tax credits 210
Total tax credits amount $147,000
Number of returns with foreign tax credit 160
Foreign tax credit amount $94,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $41,000
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 90
Self-employment tax amount $632,000
Number of returns with total tax payments 600
Total tax payments amount $44,158,000
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 600
Income tax amount [10] $45,025,000
Number of returns with tax liability 600
Total tax liability amount [11] $46,584,000
Number of returns with net investment income tax 320
Net investment income tax $382,000
Number of returns with tax due at time of filing 310
Tax due at time of filing amount [12] $5,201,000
Number of returns with overpayments refunded 260
Overpayments refunded amount [13] $2,033,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $705,000

[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.