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ZIP Code Database - Facts & Stats

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ZIP Code 11590 Income Tax Stats

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

ZIP Code 11590 Data

Zip Code:11590
City:Westbury
State:NY [New York]
Counties: NASSAU, NY
City Alias(es):Westbury
Area Code:516 / 631
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





11590 Income Tax Overview

Total Number of Tax Returns for ZIP Code 11590 [1] 25,980
Total Number of Single Tax Returns for ZIP Code 11590 6,680
Total Number of Joint Tax Returns for ZIP Code 11590 7,690
Total Number of Dependents for ZIP Code 11590 15,160
Total Adjusted Gross Income for ZIP Code 11590 $1,831,140,000
Average Income per Person for ZIP Code 11590 $40,009
Average Income per Household for ZIP Code 11590 $70,483

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 9,010
Number of single returns 6,440
Number of joint returns 850
Number of head of household returns 1,620
Number of returns with paid preparer's signature 6,830
Number of exemptions 12,060
Number of dependents 3,880
Total number of volunteer prepared returns [5] 120
Number of volunteer income tax assistance (VITA) prepared returns [3] 50
Number of tax counseling for the elderly (TCE) prepared returns [3] 80
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 1,260
Number of elderly returns [4] 1,410
Adjust gross income (AGI) [5] $114,821,000
Number of returns with total income 9,010
Salaries and wages amount $116,440,000
Number of returns with salaries and wages 7,070
Salaries and wages amount $93,586
Number of returns with taxable interest 1,260
Taxable interest amount $653
Number of returns with ordinary dividends 660
Ordinary dividends amount $1,299,000
Number of returns with qualified dividends 610
Qualified dividends amount [6] $769
Number of returns with state and local income tax refunds 130
State and local income tax refunds amount $94
Number of returns with business or professional net income (less loss) 1,550
Business or professional net income (less loss) amount $11,560,000
Number of returns with net capital gain (less loss) 590
Net capital gain (less loss) amount $250,000
Number of returns with taxable individual retirement arrangements distributions 360
Taxable individual retirement arrangements distributions amount $2,121,000
Number of returns with taxable pensions and annuities 740
Taxable pensions and annuities amount $6,157,000
Number of farm returns 0
Number of returns with unemployment compensation 180
Unemployment compensation amount [7] $788,000
Number of returns with taxable Social Security benefits 300
Taxable Social Security benefits amount $575,000
Number of returns with partnership/S-corp net income (less loss) 180
Partnership/S-corp net income (less loss) amount $229,000
Number of returns with total statutory adjustments 1,750
Total statutory adjustments amount $1,619,000
Number of returns with educator expenses 30
Educator expenses amount $8,000
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 $90,000
Number of returns with IRA payments 30
IRA payments amount $89,000
Number of returns with student loan interest deduction 250
Student loan interest deduction amount $254,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $157,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 710
Total itemized deductions amount $12,440,000
Amount of AGI for itemized returns $10,938,000
Number of returns with State and local income taxes 270
State and local income taxes amount $267,000
Number of returns with State and local general sales tax 360
State and local general sales tax amount $270,000
Number of returns with real estate taxes 520
Real estate taxes amount $4,761,000
Number of returns with taxes paid 690
Taxes paid amount $5,371,000
Number of returns with mortgage interest paid 310
Mortgage interest paid amount $2,452,000
Number of returns with contributions 430
Contributions amount $686,000
Number of returns with taxable income 4,060
Taxable income amount $24,713,000
Number of returns with income tax before credits 4,000
Income tax before credits amount $2,572,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,210
Total tax credits amount $512,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 120
Child and dependent care credit amount $43,000
Number of returns with nonrefundable education credit 380
Nonrefundable education credit amount $251,000
Number of returns with retirement savings contribution credit 260
Retirement savings contribution credit amount $47,000
Number of returns with child tax credit 480
Child tax credit amount $168,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 1,400
Self-employment tax amount $1,742,000
Number of returns with total tax payments 7,930
Total tax payments amount $18,443,000
Number of returns with earned income credit 2,880
Earned income credit amount [8] $7,078,000
Number of returns with excess earned income credit 2,400
Excess earned income credit (refundable) amount [9] $6,212,000
Number of returns with additional child tax credit 1,970
Additional child tax credit amount $2,409,000
Number of returns with refundable education credit 480
Refundable education credit amount $423,000
Number of returns with income tax 3,090
Income tax amount [10] $2,060,000
Number of returns with tax liability 4,410
Total tax liability amount [11] $3,971,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,130
Tax due at time of filing amount [12] $885,000
Number of returns with overpayments refunded 7,280
Overpayments refunded amount [13] $15,300,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $36,000

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

Number of returns 5,960
Number of single returns 3,150
Number of joint returns 1,110
Number of head of household returns 1,610
Number of returns with paid preparer's signature 4,470
Number of exemptions 10,810
Number of dependents 3,770
Total number of volunteer prepared returns [5] 90
Number of volunteer income tax assistance (VITA) prepared returns [3] 40
Number of tax counseling for the elderly (TCE) prepared returns [3] 40
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 1,150
Number of elderly returns [4] 1,020
Adjust gross income (AGI) [5] $214,991,000
Number of returns with total income 5,960
Salaries and wages amount $217,249,000
Number of returns with salaries and wages 5,420
Salaries and wages amount $186,747
Number of returns with taxable interest 1,260
Taxable interest amount $852
Number of returns with ordinary dividends 550
Ordinary dividends amount $1,597,000
Number of returns with qualified dividends 490
Qualified dividends amount [6] $1,096
Number of returns with state and local income tax refunds 580
State and local income tax refunds amount $372
Number of returns with business or professional net income (less loss) 560
Business or professional net income (less loss) amount $5,717,000
Number of returns with net capital gain (less loss) 450
Net capital gain (less loss) amount $1,027,000
Number of returns with taxable individual retirement arrangements distributions 320
Taxable individual retirement arrangements distributions amount $3,499,000
Number of returns with taxable pensions and annuities 630
Taxable pensions and annuities amount $9,817,000
Number of farm returns 0
Number of returns with unemployment compensation 240
Unemployment compensation amount [7] $1,169,000
Number of returns with taxable Social Security benefits 670
Taxable Social Security benefits amount $5,195,000
Number of returns with partnership/S-corp net income (less loss) 210
Partnership/S-corp net income (less loss) amount $1,324,000
Number of returns with total statutory adjustments 1,130
Total statutory adjustments amount $2,258,000
Number of returns with educator expenses 70
Educator expenses amount $17,000
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 $262,000
Number of returns with IRA payments 100
IRA payments amount $442,000
Number of returns with student loan interest deduction 520
Student loan interest deduction amount $595,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $63,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,630
Total itemized deductions amount $30,922,000
Amount of AGI for itemized returns $62,049,000
Number of returns with State and local income taxes 1,230
State and local income taxes amount $2,057,000
Number of returns with State and local general sales tax 350
State and local general sales tax amount $408,000
Number of returns with real estate taxes 980
Real estate taxes amount $9,671,000
Number of returns with taxes paid 1,620
Taxes paid amount $12,684,000
Number of returns with mortgage interest paid 740
Mortgage interest paid amount $6,311,000
Number of returns with contributions 1,140
Contributions amount $2,489,000
Number of returns with taxable income 5,620
Taxable income amount $106,584,000
Number of returns with income tax before credits 5,590
Income tax before credits amount $13,053,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 2,410
Total tax credits amount $2,257,000
Number of returns with foreign tax credit 100
Foreign tax credit amount $12,000
Number of returns with child and dependent care credit 420
Child and dependent care credit amount $273,000
Number of returns with nonrefundable education credit 610
Nonrefundable education credit amount $658,000
Number of returns with retirement savings contribution credit 610
Retirement savings contribution credit amount $109,000
Number of returns with child tax credit 1,340
Child tax credit amount $1,181,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $21,000
Number of returns with self-employment tax 430
Self-employment tax amount $1,006,000
Number of returns with total tax payments 5,820
Total tax payments amount $25,850,000
Number of returns with earned income credit 1,350
Earned income credit amount [8] $2,644,000
Number of returns with excess earned income credit 1,130
Excess earned income credit (refundable) amount [9] $2,193,000
Number of returns with additional child tax credit 1,120
Additional child tax credit amount $1,413,000
Number of returns with refundable education credit 490
Refundable education credit amount $424,000
Number of returns with income tax 4,530
Income tax amount [10] $10,796,000
Number of returns with tax liability 4,810
Total tax liability amount [11] $12,120,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 670
Tax due at time of filing amount [12] $1,015,000
Number of returns with overpayments refunded 5,200
Overpayments refunded amount [13] $14,538,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $147,000

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

Number of returns 3,340
Number of single returns 1,620
Number of joint returns 970
Number of head of household returns 640
Number of returns with paid preparer's signature 2,490
Number of exemptions 6,150
Number of dependents 1,840
Total number of volunteer prepared returns [5] 30
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 30
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 410
Number of elderly returns [4] 940
Adjust gross income (AGI) [5] $205,233,000
Number of returns with total income 3,340
Salaries and wages amount $207,343,000
Number of returns with salaries and wages 2,880
Salaries and wages amount $161,209
Number of returns with taxable interest 1,370
Taxable interest amount $1,067
Number of returns with ordinary dividends 630
Ordinary dividends amount $2,643,000
Number of returns with qualified dividends 580
Qualified dividends amount [6] $1,881
Number of returns with state and local income tax refunds 860
State and local income tax refunds amount $766
Number of returns with business or professional net income (less loss) 370
Business or professional net income (less loss) amount $4,133,000
Number of returns with net capital gain (less loss) 570
Net capital gain (less loss) amount $1,214,000
Number of returns with taxable individual retirement arrangements distributions 400
Taxable individual retirement arrangements distributions amount $5,440,000
Number of returns with taxable pensions and annuities 700
Taxable pensions and annuities amount $16,747,000
Number of farm returns 0
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $475,000
Number of returns with taxable Social Security benefits 710
Taxable Social Security benefits amount $12,173,000
Number of returns with partnership/S-corp net income (less loss) 180
Partnership/S-corp net income (less loss) amount $1,025,000
Number of returns with total statutory adjustments 850
Total statutory adjustments amount $2,110,000
Number of returns with educator expenses 90
Educator expenses amount $23,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $309,000
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $327,000
Number of returns with IRA payments 90
IRA payments amount $447,000
Number of returns with student loan interest deduction 420
Student loan interest deduction amount $551,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $137,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,800
Total itemized deductions amount $38,933,000
Amount of AGI for itemized returns $111,969,000
Number of returns with State and local income taxes 1,440
State and local income taxes amount $4,429,000
Number of returns with State and local general sales tax 330
State and local general sales tax amount $473,000
Number of returns with real estate taxes 1,250
Real estate taxes amount $12,494,000
Number of returns with taxes paid 1,800
Taxes paid amount $17,899,000
Number of returns with mortgage interest paid 910
Mortgage interest paid amount $7,290,000
Number of returns with contributions 1,500
Contributions amount $3,869,000
Number of returns with taxable income 3,310
Taxable income amount $128,524,000
Number of returns with income tax before credits 3,290
Income tax before credits amount $18,382,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,160
Total tax credits amount $1,582,000
Number of returns with foreign tax credit 170
Foreign tax credit amount $19,000
Number of returns with child and dependent care credit 180
Child and dependent care credit amount $121,000
Number of returns with nonrefundable education credit 290
Nonrefundable education credit amount $389,000
Number of returns with retirement savings contribution credit 100
Retirement savings contribution credit amount $18,000
Number of returns with child tax credit 720
Child tax credit amount $981,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $36,000
Number of returns with self-employment tax 280
Self-employment tax amount $709,000
Number of returns with total tax payments 3,280
Total tax payments amount $24,999,000
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 150
Additional child tax credit amount $166,000
Number of returns with refundable education credit 240
Refundable education credit amount $226,000
Number of returns with income tax 3,130
Income tax amount [10] $16,800,000
Number of returns with tax liability 3,180
Total tax liability amount [11] $17,742,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 620
Tax due at time of filing amount [12] $1,398,000
Number of returns with overpayments refunded 2,640
Overpayments refunded amount [13] $8,349,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $263,000

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

Number of returns 2,170
Number of single returns 870
Number of joint returns 880
Number of head of household returns 350
Number of returns with paid preparer's signature 1,690
Number of exemptions 4,330
Number of dependents 1,280
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 160
Number of elderly returns [4] 720
Adjust gross income (AGI) [5] $188,344,000
Number of returns with total income 2,170
Salaries and wages amount $189,967,000
Number of returns with salaries and wages 1,850
Salaries and wages amount $139,974
Number of returns with taxable interest 1,190
Taxable interest amount $1,176
Number of returns with ordinary dividends 580
Ordinary dividends amount $2,574,000
Number of returns with qualified dividends 540
Qualified dividends amount [6] $1,684
Number of returns with state and local income tax refunds 900
State and local income tax refunds amount $993
Number of returns with business or professional net income (less loss) 270
Business or professional net income (less loss) amount $2,900,000
Number of returns with net capital gain (less loss) 510
Net capital gain (less loss) amount $1,670,000
Number of returns with taxable individual retirement arrangements distributions 330
Taxable individual retirement arrangements distributions amount $5,646,000
Number of returns with taxable pensions and annuities 590
Taxable pensions and annuities amount $19,324,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $304,000
Number of returns with taxable Social Security benefits 560
Taxable Social Security benefits amount $12,333,000
Number of returns with partnership/S-corp net income (less loss) 200
Partnership/S-corp net income (less loss) amount $2,849,000
Number of returns with total statutory adjustments 470
Total statutory adjustments amount $1,623,000
Number of returns with educator expenses 90
Educator expenses amount $22,000
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 $500,000
Number of returns with IRA payments 60
IRA payments amount $337,000
Number of returns with student loan interest deduction 120
Student loan interest deduction amount $125,000
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 1,590
Total itemized deductions amount $39,520,000
Amount of AGI for itemized returns $139,073,000
Number of returns with State and local income taxes 1,350
State and local income taxes amount $6,039,000
Number of returns with State and local general sales tax 230
State and local general sales tax amount $344,000
Number of returns with real estate taxes 1,240
Real estate taxes amount $13,372,000
Number of returns with taxes paid 1,590
Taxes paid amount $20,129,000
Number of returns with mortgage interest paid 960
Mortgage interest paid amount $8,385,000
Number of returns with contributions 1,390
Contributions amount $3,954,000
Number of returns with taxable income 2,160
Taxable income amount $125,941,000
Number of returns with income tax before credits 2,160
Income tax before credits amount $19,898,000
Number of returns with alternative minimum tax 60
Alternative minimum tax amount $61,000
Number of returns with total tax credits 780
Total tax credits amount $1,085,000
Number of returns with foreign tax credit 180
Foreign tax credit amount $20,000
Number of returns with child and dependent care credit 130
Child and dependent care credit amount $80,000
Number of returns with nonrefundable education credit 170
Nonrefundable education credit amount $247,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 460
Child tax credit amount $644,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $76,000
Number of returns with self-employment tax 190
Self-employment tax amount $575,000
Number of returns with total tax payments 2,150
Total tax payments amount $24,896,000
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 30
Additional child tax credit amount $28,000
Number of returns with refundable education credit 140
Refundable education credit amount $136,000
Number of returns with income tax 2,130
Income tax amount [10] $18,813,000
Number of returns with tax liability 2,140
Total tax liability amount [11] $19,570,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 480
Tax due at time of filing amount [12] $1,398,000
Number of returns with overpayments refunded 1,630
Overpayments refunded amount [13] $6,404,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $291,000

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

Number of returns 3,990
Number of single returns 870
Number of joint returns 2,650
Number of head of household returns 360
Number of returns with paid preparer's signature 3,190
Number of exemptions 9,710
Number of dependents 3,070
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 160
Number of elderly returns [4] 1,520
Adjust gross income (AGI) [5] $555,742,000
Number of returns with total income 3,990
Salaries and wages amount $560,823,000
Number of returns with salaries and wages 3,430
Salaries and wages amount $396,975
Number of returns with taxable interest 2,880
Taxable interest amount $3,539
Number of returns with ordinary dividends 1,530
Ordinary dividends amount $8,849,000
Number of returns with qualified dividends 1,450
Qualified dividends amount [6] $6,437
Number of returns with state and local income tax refunds 2,040
State and local income tax refunds amount $2,834
Number of returns with business or professional net income (less loss) 660
Business or professional net income (less loss) amount $10,092,000
Number of returns with net capital gain (less loss) 1,380
Net capital gain (less loss) amount $9,022,000
Number of returns with taxable individual retirement arrangements distributions 790
Taxable individual retirement arrangements distributions amount $20,337,000
Number of returns with taxable pensions and annuities 1,340
Taxable pensions and annuities amount $64,856,000
Number of farm returns 0
Number of returns with unemployment compensation 110
Unemployment compensation amount [7] $504,000
Number of returns with taxable Social Security benefits 1,110
Taxable Social Security benefits amount $29,672,000
Number of returns with partnership/S-corp net income (less loss) 600
Partnership/S-corp net income (less loss) amount $12,063,000
Number of returns with total statutory adjustments 1,250
Total statutory adjustments amount $5,081,000
Number of returns with educator expenses 360
Educator expenses amount $91,000
Number of returns with self-employment retirement plans 60
Self-employment retirement plans amount $1,067,000
Number of returns with self-employment health insurance deduction 100
Self-employment health insurance deduction amount $1,061,000
Number of returns with IRA payments 150
IRA payments amount $872,000
Number of returns with student loan interest deduction 250
Student loan interest deduction amount $319,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $126,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 3,620
Total itemized deductions amount $114,469,000
Amount of AGI for itemized returns $507,877,000
Number of returns with State and local income taxes 3,220
State and local income taxes amount $24,880,000
Number of returns with State and local general sales tax 370
State and local general sales tax amount $645,000
Number of returns with real estate taxes 3,150
Real estate taxes amount $37,447,000
Number of returns with taxes paid 3,620
Taxes paid amount $63,745,000
Number of returns with mortgage interest paid 2,510
Mortgage interest paid amount $24,945,000
Number of returns with contributions 3,320
Contributions amount $11,463,000
Number of returns with taxable income 3,990
Taxable income amount $397,809,000
Number of returns with income tax before credits 3,980
Income tax before credits amount $71,285,000
Number of returns with alternative minimum tax 470
Alternative minimum tax amount $963,000
Number of returns with total tax credits 1,490
Total tax credits amount $1,850,000
Number of returns with foreign tax credit 480
Foreign tax credit amount $104,000
Number of returns with child and dependent care credit 320
Child and dependent care credit amount $201,000
Number of returns with nonrefundable education credit 340
Nonrefundable education credit amount $495,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 520
Child tax credit amount $593,000
Number of returns with residential energy tax credit 110
Residential energy tax credit amount $293,000
Number of returns with self-employment tax 530
Self-employment tax amount $1,886,000
Number of returns with total tax payments 3,970
Total tax payments amount $81,173,000
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 320
Refundable education credit amount $304,000
Number of returns with income tax 3,970
Income tax amount [10] $69,435,000
Number of returns with tax liability 3,980
Total tax liability amount [11] $71,858,000
Number of returns with net investment income tax 40
Net investment income tax $8,000
Number of returns with tax due at time of filing 1,220
Tax due at time of filing amount [12] $5,763,000
Number of returns with overpayments refunded 2,600
Overpayments refunded amount [13] $13,867,000
Number of returns with credit to next year’s estimated tax 230
Credited to next year’s estimated tax amount $1,136,000

Adjusted Gross Income: $200,000 or more

Number of returns 1,510
Number of single returns 220
Number of joint returns 1,230
Number of head of household returns 50
Number of returns with paid preparer's signature 1,230
Number of exemptions 4,060
Number of dependents 1,320
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] 610
Adjust gross income (AGI) [5] $552,009,000
Number of returns with total income 1,510
Salaries and wages amount $558,485,000
Number of returns with salaries and wages 1,320
Salaries and wages amount $328,433
Number of returns with taxable interest 1,310
Taxable interest amount $7,775
Number of returns with ordinary dividends 930
Ordinary dividends amount $14,411,000
Number of returns with qualified dividends 880
Qualified dividends amount [6] $10,749
Number of returns with state and local income tax refunds 630
State and local income tax refunds amount $3,590
Number of returns with business or professional net income (less loss) 290
Business or professional net income (less loss) amount $16,440,000
Number of returns with net capital gain (less loss) 850
Net capital gain (less loss) amount $53,691,000
Number of returns with taxable individual retirement arrangements distributions 340
Taxable individual retirement arrangements distributions amount $16,543,000
Number of returns with taxable pensions and annuities 470
Taxable pensions and annuities amount $33,118,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $140,000
Number of returns with taxable Social Security benefits 400
Taxable Social Security benefits amount $12,292,000
Number of returns with partnership/S-corp net income (less loss) 430
Partnership/S-corp net income (less loss) amount $60,263,000
Number of returns with total statutory adjustments 510
Total statutory adjustments amount $6,476,000
Number of returns with educator expenses 130
Educator expenses amount $38,000
Number of returns with self-employment retirement plans 70
Self-employment retirement plans amount $1,837,000
Number of returns with self-employment health insurance deduction 120
Self-employment health insurance deduction amount $1,612,000
Number of returns with IRA payments 40
IRA payments amount $387,000
Number of returns with student loan interest deduction 0
Student loan interest deduction amount $0
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 50
Domestic production activities deduction amount $632,000
Number of returns with itemized deductions 1,480
Total itemized deductions amount $83,854,000
Amount of AGI for itemized returns $540,517,000
Number of returns with State and local income taxes 1,420
State and local income taxes amount $38,085,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $144,000
Number of returns with real estate taxes 1,370
Real estate taxes amount $20,757,000
Number of returns with taxes paid 1,480
Taxes paid amount $59,178,000
Number of returns with mortgage interest paid 1,050
Mortgage interest paid amount $12,426,000
Number of returns with contributions 1,410
Contributions amount $9,109,000
Number of returns with taxable income 1,510
Taxable income amount $455,010,000
Number of returns with income tax before credits 1,510
Income tax before credits amount $120,727,000
Number of returns with alternative minimum tax 1,160
Alternative minimum tax amount $7,613,000
Number of returns with total tax credits 570
Total tax credits amount $1,432,000
Number of returns with foreign tax credit 380
Foreign tax credit amount $434,000
Number of returns with child and dependent care credit 160
Child and dependent care credit amount $112,000
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 40
Residential energy tax credit amount $109,000
Number of returns with self-employment tax 300
Self-employment tax amount $2,221,000
Number of returns with total tax payments 1,500
Total tax payments amount $128,462,000
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 1,510
Income tax amount [10] $119,295,000
Number of returns with tax liability 1,510
Total tax liability amount [11] $124,731,000
Number of returns with net investment income tax 800
Net investment income tax $2,037,000
Number of returns with tax due at time of filing 720
Tax due at time of filing amount [12] $11,642,000
Number of returns with overpayments refunded 620
Overpayments refunded amount [13] $6,251,000
Number of returns with credit to next year’s estimated tax 200
Credited to next year’s estimated tax amount $8,962,000

[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.