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ZIP Code Database - Facts & Stats

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ZIP Code 11357 Income Tax Stats

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

ZIP Code 11357 Data

Zip Code:11357
City:Whitestone
State:NY [New York]
Counties: QUEENS, NY
City Alias(es):Whitestone
Area Code:347
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





11357 Income Tax Overview

Total Number of Tax Returns for ZIP Code 11357 [1] 20,170
Total Number of Single Tax Returns for ZIP Code 11357 7,200
Total Number of Joint Tax Returns for ZIP Code 11357 8,220
Total Number of Dependents for ZIP Code 11357 10,040
Total Adjusted Gross Income for ZIP Code 11357 $1,722,346,000
Average Income per Person for ZIP Code 11357 $43,994
Average Income per Household for ZIP Code 11357 $85,391

The following tables break down the 2017 Income Tax Statistics into different Gross Income levels.


Adjusted Gross Income: 1 under $25,000

Number of returns 6,220
Number of single returns 4,260
Number of joint returns 1,360
Number of head of household returns 520
Number of returns with paid preparer's signature 4,790
Number of exemptions 7,910
Number of dependents 1,440
Total number of volunteer prepared returns [5] 140
Number of volunteer income tax assistance (VITA) prepared returns [3] 90
Number of tax counseling for the elderly (TCE) prepared returns [3] 60
Number of volunteer prepared returns with Earned Income Credit 30
Number of refund anticipation check returns [3] 190
Number of elderly returns [4] 1,860
Adjust gross income (AGI) [5] $73,306,000
Number of returns with total income 6,220
Salaries and wages amount $75,007,000
Number of returns with salaries and wages 3,900
Salaries and wages amount $47,397
Number of returns with taxable interest 1,650
Taxable interest amount $1,298
Number of returns with ordinary dividends 930
Ordinary dividends amount $1,652,000
Number of returns with qualified dividends 820
Qualified dividends amount [6] $1,083
Number of returns with state and local income tax refunds 110
State and local income tax refunds amount $98
Number of returns with business or professional net income (less loss) 1,330
Business or professional net income (less loss) amount $11,549,000
Number of returns with net capital gain (less loss) 800
Net capital gain (less loss) amount $401,000
Number of returns with taxable individual retirement arrangements distributions 560
Taxable individual retirement arrangements distributions amount $3,176,000
Number of returns with taxable pensions and annuities 940
Taxable pensions and annuities amount $8,473,000
Number of farm returns 0
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $384,000
Number of returns with taxable Social Security benefits 400
Taxable Social Security benefits amount $863,000
Number of returns with partnership/S-corp net income (less loss) 220
Partnership/S-corp net income (less loss) amount $186,000
Number of returns with total statutory adjustments 1,510
Total statutory adjustments amount $1,701,000
Number of returns with educator expenses 30
Educator expenses amount $7,000
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 $175,000
Number of returns with IRA payments 50
IRA payments amount $231,000
Number of returns with student loan interest deduction 170
Student loan interest deduction amount $182,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $183,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 590
Total itemized deductions amount $10,037,000
Amount of AGI for itemized returns $8,387,000
Number of returns with State and local income taxes 190
State and local income taxes amount $657,000
Number of returns with State and local general sales tax 340
State and local general sales tax amount $196,000
Number of returns with real estate taxes 470
Real estate taxes amount $2,845,000
Number of returns with taxes paid 570
Taxes paid amount $3,747,000
Number of returns with mortgage interest paid 300
Mortgage interest paid amount $2,216,000
Number of returns with contributions 380
Contributions amount $523,000
Number of returns with taxable income 2,360
Taxable income amount $13,261,000
Number of returns with income tax before credits 2,270
Income tax before credits amount $1,352,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 440
Total tax credits amount $169,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 190
Nonrefundable education credit amount $118,000
Number of returns with retirement savings contribution credit 120
Retirement savings contribution credit amount $21,000
Number of returns with child tax credit 70
Child tax credit amount $20,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 1,250
Self-employment tax amount $1,722,000
Number of returns with total tax payments 4,780
Total tax payments amount $8,397,000
Number of returns with earned income credit 1,910
Earned income credit amount [8] $3,185,000
Number of returns with excess earned income credit 1,350
Excess earned income credit (refundable) amount [9] $2,457,000
Number of returns with additional child tax credit 620
Additional child tax credit amount $769,000
Number of returns with refundable education credit 220
Refundable education credit amount $188,000
Number of returns with income tax 2,010
Income tax amount [10] $1,184,000
Number of returns with tax liability 3,050
Total tax liability amount [11] $2,999,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,180
Tax due at time of filing amount [12] $1,014,000
Number of returns with overpayments refunded 4,030
Overpayments refunded amount [13] $6,271,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $124,000

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

Number of returns 3,670
Number of single returns 1,900
Number of joint returns 1,240
Number of head of household returns 450
Number of returns with paid preparer's signature 2,900
Number of exemptions 6,680
Number of dependents 1,800
Total number of volunteer prepared returns [5] 20
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
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] 160
Number of elderly returns [4] 1,070
Adjust gross income (AGI) [5] $134,098,000
Number of returns with total income 3,670
Salaries and wages amount $136,367,000
Number of returns with salaries and wages 2,890
Salaries and wages amount $96,702
Number of returns with taxable interest 1,360
Taxable interest amount $1,743
Number of returns with ordinary dividends 760
Ordinary dividends amount $2,615,000
Number of returns with qualified dividends 690
Qualified dividends amount [6] $1,830
Number of returns with state and local income tax refunds 360
State and local income tax refunds amount $383
Number of returns with business or professional net income (less loss) 550
Business or professional net income (less loss) amount $8,015,000
Number of returns with net capital gain (less loss) 670
Net capital gain (less loss) amount $3,218,000
Number of returns with taxable individual retirement arrangements distributions 440
Taxable individual retirement arrangements distributions amount $4,088,000
Number of returns with taxable pensions and annuities 710
Taxable pensions and annuities amount $12,216,000
Number of farm returns 0
Number of returns with unemployment compensation 100
Unemployment compensation amount [7] $614,000
Number of returns with taxable Social Security benefits 820
Taxable Social Security benefits amount $6,366,000
Number of returns with partnership/S-corp net income (less loss) 300
Partnership/S-corp net income (less loss) amount $1,469,000
Number of returns with total statutory adjustments 960
Total statutory adjustments amount $2,269,000
Number of returns with educator expenses 80
Educator expenses amount $20,000
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 $363,000
Number of returns with IRA payments 140
IRA payments amount $750,000
Number of returns with student loan interest deduction 290
Student loan interest deduction amount $331,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $73,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,060
Total itemized deductions amount $19,345,000
Amount of AGI for itemized returns $40,287,000
Number of returns with State and local income taxes 710
State and local income taxes amount $2,256,000
Number of returns with State and local general sales tax 310
State and local general sales tax amount $274,000
Number of returns with real estate taxes 800
Real estate taxes amount $5,302,000
Number of returns with taxes paid 1,050
Taxes paid amount $7,958,000
Number of returns with mortgage interest paid 570
Mortgage interest paid amount $4,902,000
Number of returns with contributions 800
Contributions amount $1,404,000
Number of returns with taxable income 3,420
Taxable income amount $65,680,000
Number of returns with income tax before credits 3,360
Income tax before credits amount $7,903,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,180
Total tax credits amount $912,000
Number of returns with foreign tax credit 140
Foreign tax credit amount $12,000
Number of returns with child and dependent care credit 120
Child and dependent care credit amount $71,000
Number of returns with nonrefundable education credit 290
Nonrefundable education credit amount $318,000
Number of returns with retirement savings contribution credit 310
Retirement savings contribution credit amount $82,000
Number of returns with child tax credit 530
Child tax credit amount $412,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 490
Self-employment tax amount $1,278,000
Number of returns with total tax payments 3,420
Total tax payments amount $14,715,000
Number of returns with earned income credit 670
Earned income credit amount [8] $1,622,000
Number of returns with excess earned income credit 520
Excess earned income credit (refundable) amount [9] $1,179,000
Number of returns with additional child tax credit 540
Additional child tax credit amount $746,000
Number of returns with refundable education credit 190
Refundable education credit amount $166,000
Number of returns with income tax 2,860
Income tax amount [10] $6,991,000
Number of returns with tax liability 3,120
Total tax liability amount [11] $8,439,000
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] $1,256,000
Number of returns with overpayments refunded 2,780
Overpayments refunded amount [13] $7,144,000
Number of returns with credit to next year’s estimated tax 120
Credited to next year’s estimated tax amount $347,000

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

Number of returns 2,810
Number of single returns 1,500
Number of joint returns 920
Number of head of household returns 310
Number of returns with paid preparer's signature 2,200
Number of exemptions 4,870
Number of dependents 1,150
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] 150
Number of elderly returns [4] 940
Adjust gross income (AGI) [5] $174,211,000
Number of returns with total income 2,810
Salaries and wages amount $176,445,000
Number of returns with salaries and wages 2,300
Salaries and wages amount $126,016
Number of returns with taxable interest 1,380
Taxable interest amount $1,642
Number of returns with ordinary dividends 770
Ordinary dividends amount $2,595,000
Number of returns with qualified dividends 710
Qualified dividends amount [6] $1,823
Number of returns with state and local income tax refunds 750
State and local income tax refunds amount $764
Number of returns with business or professional net income (less loss) 360
Business or professional net income (less loss) amount $4,663,000
Number of returns with net capital gain (less loss) 660
Net capital gain (less loss) amount $2,514,000
Number of returns with taxable individual retirement arrangements distributions 410
Taxable individual retirement arrangements distributions amount $4,992,000
Number of returns with taxable pensions and annuities 700
Taxable pensions and annuities amount $18,013,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $399,000
Number of returns with taxable Social Security benefits 730
Taxable Social Security benefits amount $12,311,000
Number of returns with partnership/S-corp net income (less loss) 290
Partnership/S-corp net income (less loss) amount $1,855,000
Number of returns with total statutory adjustments 750
Total statutory adjustments amount $2,234,000
Number of returns with educator expenses 110
Educator expenses amount $28,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $290,000
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $407,000
Number of returns with IRA payments 130
IRA payments amount $838,000
Number of returns with student loan interest deduction 290
Student loan interest deduction amount $340,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $97,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,570
Total itemized deductions amount $29,192,000
Amount of AGI for itemized returns $99,136,000
Number of returns with State and local income taxes 1,340
State and local income taxes amount $6,921,000
Number of returns with State and local general sales tax 220
State and local general sales tax amount $240,000
Number of returns with real estate taxes 1,050
Real estate taxes amount $6,386,000
Number of returns with taxes paid 1,570
Taxes paid amount $13,720,000
Number of returns with mortgage interest paid 800
Mortgage interest paid amount $5,919,000
Number of returns with contributions 1,310
Contributions amount $2,700,000
Number of returns with taxable income 2,790
Taxable income amount $113,996,000
Number of returns with income tax before credits 2,770
Income tax before credits amount $16,375,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 790
Total tax credits amount $995,000
Number of returns with foreign tax credit 160
Foreign tax credit amount $23,000
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $76,000
Number of returns with nonrefundable education credit 200
Nonrefundable education credit amount $262,000
Number of returns with retirement savings contribution credit 100
Retirement savings contribution credit amount $22,000
Number of returns with child tax credit 410
Child tax credit amount $557,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $23,000
Number of returns with self-employment tax 280
Self-employment tax amount $820,000
Number of returns with total tax payments 2,730
Total tax payments amount $21,232,000
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 110
Additional child tax credit amount $123,000
Number of returns with refundable education credit 150
Refundable education credit amount $144,000
Number of returns with income tax 2,670
Income tax amount [10] $15,380,000
Number of returns with tax liability 2,710
Total tax liability amount [11] $16,378,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 650
Tax due at time of filing amount [12] $1,504,000
Number of returns with overpayments refunded 2,050
Overpayments refunded amount [13] $5,956,000
Number of returns with credit to next year’s estimated tax 120
Credited to next year’s estimated tax amount $365,000

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

Number of returns 2,170
Number of single returns 920
Number of joint returns 940
Number of head of household returns 240
Number of returns with paid preparer's signature 1,720
Number of exemptions 4,270
Number of dependents 1,160
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] 80
Number of elderly returns [4] 760
Adjust gross income (AGI) [5] $188,002,000
Number of returns with total income 2,170
Salaries and wages amount $190,007,000
Number of returns with salaries and wages 1,810
Salaries and wages amount $133,917
Number of returns with taxable interest 1,300
Taxable interest amount $1,838
Number of returns with ordinary dividends 760
Ordinary dividends amount $3,560,000
Number of returns with qualified dividends 720
Qualified dividends amount [6] $2,622
Number of returns with state and local income tax refunds 880
State and local income tax refunds amount $1,097
Number of returns with business or professional net income (less loss) 280
Business or professional net income (less loss) amount $4,615,000
Number of returns with net capital gain (less loss) 640
Net capital gain (less loss) amount $3,029,000
Number of returns with taxable individual retirement arrangements distributions 340
Taxable individual retirement arrangements distributions amount $4,999,000
Number of returns with taxable pensions and annuities 590
Taxable pensions and annuities amount $19,307,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $256,000
Number of returns with taxable Social Security benefits 600
Taxable Social Security benefits amount $12,982,000
Number of returns with partnership/S-corp net income (less loss) 280
Partnership/S-corp net income (less loss) amount $2,266,000
Number of returns with total statutory adjustments 550
Total statutory adjustments amount $2,005,000
Number of returns with educator expenses 160
Educator expenses amount $39,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $466,000
Number of returns with IRA payments 100
IRA payments amount $653,000
Number of returns with student loan interest deduction 110
Student loan interest deduction amount $112,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $120,000
Number of returns with itemized deductions 1,660
Total itemized deductions amount $35,498,000
Amount of AGI for itemized returns $144,407,000
Number of returns with State and local income taxes 1,500
State and local income taxes amount $10,808,000
Number of returns with State and local general sales tax 140
State and local general sales tax amount $195,000
Number of returns with real estate taxes 1,130
Real estate taxes amount $7,365,000
Number of returns with taxes paid 1,660
Taxes paid amount $18,511,000
Number of returns with mortgage interest paid 900
Mortgage interest paid amount $7,423,000
Number of returns with contributions 1,390
Contributions amount $3,201,000
Number of returns with taxable income 2,160
Taxable income amount $129,560,000
Number of returns with income tax before credits 2,150
Income tax before credits amount $20,434,000
Number of returns with alternative minimum tax 40
Alternative minimum tax amount $51,000
Number of returns with total tax credits 710
Total tax credits amount $1,000,000
Number of returns with foreign tax credit 190
Foreign tax credit amount $18,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $65,000
Number of returns with nonrefundable education credit 140
Nonrefundable education credit amount $206,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 410
Child tax credit amount $618,000
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 $810,000
Number of returns with total tax payments 2,130
Total tax payments amount $25,073,000
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 110
Refundable education credit amount $109,000
Number of returns with income tax 2,130
Income tax amount [10] $19,434,000
Number of returns with tax liability 2,140
Total tax liability amount [11] $20,401,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 530
Tax due at time of filing amount [12] $1,778,000
Number of returns with overpayments refunded 1,540
Overpayments refunded amount [13] $6,002,000
Number of returns with credit to next year’s estimated tax 120
Credited to next year’s estimated tax amount $415,000

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

Number of returns 3,840
Number of single returns 940
Number of joint returns 2,550
Number of head of household returns 280
Number of returns with paid preparer's signature 3,150
Number of exemptions 9,450
Number of dependents 3,060
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] 80
Number of elderly returns [4] 1,260
Adjust gross income (AGI) [5] $530,440,000
Number of returns with total income 3,840
Salaries and wages amount $535,626,000
Number of returns with salaries and wages 3,340
Salaries and wages amount $385,104
Number of returns with taxable interest 2,670
Taxable interest amount $4,421
Number of returns with ordinary dividends 1,660
Ordinary dividends amount $9,432,000
Number of returns with qualified dividends 1,570
Qualified dividends amount [6] $7,269
Number of returns with state and local income tax refunds 1,870
State and local income tax refunds amount $2,978
Number of returns with business or professional net income (less loss) 550
Business or professional net income (less loss) amount $11,556,000
Number of returns with net capital gain (less loss) 1,440
Net capital gain (less loss) amount $11,906,000
Number of returns with taxable individual retirement arrangements distributions 630
Taxable individual retirement arrangements distributions amount $13,813,000
Number of returns with taxable pensions and annuities 1,120
Taxable pensions and annuities amount $50,722,000
Number of farm returns 0
Number of returns with unemployment compensation 110
Unemployment compensation amount [7] $499,000
Number of returns with taxable Social Security benefits 940
Taxable Social Security benefits amount $23,678,000
Number of returns with partnership/S-corp net income (less loss) 670
Partnership/S-corp net income (less loss) amount $14,282,000
Number of returns with total statutory adjustments 1,150
Total statutory adjustments amount $5,186,000
Number of returns with educator expenses 350
Educator expenses amount $93,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $958,000
Number of returns with self-employment health insurance deduction 90
Self-employment health insurance deduction amount $1,003,000
Number of returns with IRA payments 190
IRA payments amount $1,219,000
Number of returns with student loan interest deduction 190
Student loan interest deduction amount $225,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $130,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 3,450
Total itemized deductions amount $103,932,000
Amount of AGI for itemized returns $482,715,000
Number of returns with State and local income taxes 3,270
State and local income taxes amount $38,780,000
Number of returns with State and local general sales tax 170
State and local general sales tax amount $308,000
Number of returns with real estate taxes 2,790
Real estate taxes amount $20,074,000
Number of returns with taxes paid 3,450
Taxes paid amount $59,598,000
Number of returns with mortgage interest paid 2,300
Mortgage interest paid amount $22,915,000
Number of returns with contributions 3,080
Contributions amount $8,812,000
Number of returns with taxable income 3,830
Taxable income amount $384,159,000
Number of returns with income tax before credits 3,820
Income tax before credits amount $68,549,000
Number of returns with alternative minimum tax 390
Alternative minimum tax amount $769,000
Number of returns with total tax credits 1,410
Total tax credits amount $1,785,000
Number of returns with foreign tax credit 470
Foreign tax credit amount $193,000
Number of returns with child and dependent care credit 300
Child and dependent care credit amount $197,000
Number of returns with nonrefundable education credit 300
Nonrefundable education credit amount $434,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 550
Child tax credit amount $646,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $61,000
Number of returns with self-employment tax 470
Self-employment tax amount $1,927,000
Number of returns with total tax payments 3,810
Total tax payments amount $78,391,000
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 270
Refundable education credit amount $262,000
Number of returns with income tax 3,810
Income tax amount [10] $66,765,000
Number of returns with tax liability 3,820
Total tax liability amount [11] $69,290,000
Number of returns with net investment income tax 30
Net investment income tax $9,000
Number of returns with tax due at time of filing 1,120
Tax due at time of filing amount [12] $5,832,000
Number of returns with overpayments refunded 2,510
Overpayments refunded amount [13] $13,642,000
Number of returns with credit to next year’s estimated tax 240
Credited to next year’s estimated tax amount $1,204,000

Adjusted Gross Income: $200,000 or more

Number of returns 1,460
Number of single returns 190
Number of joint returns 1,210
Number of head of household returns 40
Number of returns with paid preparer's signature 1,210
Number of exemptions 4,100
Number of dependents 1,430
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 0
Number of elderly returns [4] 530
Adjust gross income (AGI) [5] $622,289,000
Number of returns with total income 1,460
Salaries and wages amount $630,587,000
Number of returns with salaries and wages 1,270
Salaries and wages amount $320,459
Number of returns with taxable interest 1,260
Taxable interest amount $12,325
Number of returns with ordinary dividends 850
Ordinary dividends amount $14,892,000
Number of returns with qualified dividends 820
Qualified dividends amount [6] $11,360
Number of returns with state and local income tax refunds 540
State and local income tax refunds amount $3,274
Number of returns with business or professional net income (less loss) 230
Business or professional net income (less loss) amount $18,349,000
Number of returns with net capital gain (less loss) 830
Net capital gain (less loss) amount $61,702,000
Number of returns with taxable individual retirement arrangements distributions 250
Taxable individual retirement arrangements distributions amount $8,890,000
Number of returns with taxable pensions and annuities 380
Taxable pensions and annuities amount $28,882,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $204,000
Number of returns with taxable Social Security benefits 370
Taxable Social Security benefits amount $10,350,000
Number of returns with partnership/S-corp net income (less loss) 570
Partnership/S-corp net income (less loss) amount $83,795,000
Number of returns with total statutory adjustments 510
Total statutory adjustments amount $8,298,000
Number of returns with educator expenses 120
Educator expenses amount $32,000
Number of returns with self-employment retirement plans 60
Self-employment retirement plans amount $2,098,000
Number of returns with self-employment health insurance deduction 100
Self-employment health insurance deduction amount $1,632,000
Number of returns with IRA payments 80
IRA payments amount $794,000
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 40
Domestic production activities deduction amount $1,921,000
Number of returns with itemized deductions 1,420
Total itemized deductions amount $114,962,000
Amount of AGI for itemized returns $607,827,000
Number of returns with State and local income taxes 1,390
State and local income taxes amount $75,003,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $84,000
Number of returns with real estate taxes 1,280
Real estate taxes amount $13,594,000
Number of returns with taxes paid 1,420
Taxes paid amount $89,033,000
Number of returns with mortgage interest paid 1,030
Mortgage interest paid amount $13,927,000
Number of returns with contributions 1,320
Contributions amount $10,562,000
Number of returns with taxable income 1,460
Taxable income amount $494,433,000
Number of returns with income tax before credits 1,460
Income tax before credits amount $138,351,000
Number of returns with alternative minimum tax 1,160
Alternative minimum tax amount $12,549,000
Number of returns with total tax credits 470
Total tax credits amount $1,681,000
Number of returns with foreign tax credit 300
Foreign tax credit amount $451,000
Number of returns with child and dependent care credit 130
Child and dependent care credit amount $88,000
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 20
Residential energy tax credit amount $108,000
Number of returns with self-employment tax 260
Self-employment tax amount $2,233,000
Number of returns with total tax payments 1,450
Total tax payments amount $147,065,000
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 1,460
Income tax amount [10] $136,670,000
Number of returns with tax liability 1,460
Total tax liability amount [11] $143,274,000
Number of returns with net investment income tax 790
Net investment income tax $3,816,000
Number of returns with tax due at time of filing 750
Tax due at time of filing amount [12] $16,918,000
Number of returns with overpayments refunded 510
Overpayments refunded amount [13] $5,835,000
Number of returns with credit to next year’s estimated tax 230
Credited to next year’s estimated tax amount $8,137,000

[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.