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ZIP Code Database - Facts & Stats

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ZIP Code 12866 Income Tax Stats

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

ZIP Code 12866 Data

Zip Code:12866
City:Saratoga Springs
State:NY [New York]
Counties: SARATOGA, NY
City Alias(es):Saratoga Springs
Area Code:518
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





12866 Income Tax Overview

Total Number of Tax Returns for ZIP Code 12866 [1] 19,990
Total Number of Single Tax Returns for ZIP Code 12866 6,030
Total Number of Joint Tax Returns for ZIP Code 12866 7,440
Total Number of Dependents for ZIP Code 12866 8,400
Total Adjusted Gross Income for ZIP Code 12866 $4,348,164,000
Average Income per Person for ZIP Code 12866 $117,789
Average Income per Household for ZIP Code 12866 $217,517

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 5,430
Number of single returns 4,450
Number of joint returns 450
Number of head of household returns 450
Number of returns with paid preparer's signature 2,310
Number of exemptions 5,370
Number of dependents 990
Total number of volunteer prepared returns [5] 290
Number of volunteer income tax assistance (VITA) prepared returns [3] 100
Number of tax counseling for the elderly (TCE) prepared returns [3] 190
Number of volunteer prepared returns with Earned Income Credit 40
Number of refund anticipation check returns [3] 650
Number of elderly returns [4] 1,290
Adjust gross income (AGI) [5] $63,166,000
Number of returns with total income 5,430
Salaries and wages amount $64,618,000
Number of returns with salaries and wages 4,140
Salaries and wages amount $46,700
Number of returns with taxable interest 1,180
Taxable interest amount $573
Number of returns with ordinary dividends 880
Ordinary dividends amount $1,774,000
Number of returns with qualified dividends 820
Qualified dividends amount [6] $1,230
Number of returns with state and local income tax refunds 60
State and local income tax refunds amount $49
Number of returns with business or professional net income (less loss) 650
Business or professional net income (less loss) amount $4,265,000
Number of returns with net capital gain (less loss) 690
Net capital gain (less loss) amount $691,000
Number of returns with taxable individual retirement arrangements distributions 410
Taxable individual retirement arrangements distributions amount $2,569,000
Number of returns with taxable pensions and annuities 810
Taxable pensions and annuities amount $7,375,000
Number of farm returns 30
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $310,000
Number of returns with taxable Social Security benefits 320
Taxable Social Security benefits amount $579,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount ($57,000)
Number of returns with total statutory adjustments 870
Total statutory adjustments amount $1,452,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $305,000
Number of returns with IRA payments 50
IRA payments amount $145,000
Number of returns with student loan interest deduction 300
Student loan interest deduction amount $322,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $110,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 360
Total itemized deductions amount $6,914,000
Amount of AGI for itemized returns $5,037,000
Number of returns with State and local income taxes 130
State and local income taxes amount $309,000
Number of returns with State and local general sales tax 190
State and local general sales tax amount $133,000
Number of returns with real estate taxes 270
Real estate taxes amount $1,577,000
Number of returns with taxes paid 350
Taxes paid amount $2,206,000
Number of returns with mortgage interest paid 180
Mortgage interest paid amount $1,195,000
Number of returns with contributions 220
Contributions amount $300,000
Number of returns with taxable income 2,590
Taxable income amount $16,428,000
Number of returns with income tax before credits 2,470
Income tax before credits amount $1,700,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 580
Total tax credits amount $193,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 20
Child and dependent care credit amount $8,000
Number of returns with nonrefundable education credit 170
Nonrefundable education credit amount $110,000
Number of returns with retirement savings contribution credit 240
Retirement savings contribution credit amount $38,000
Number of returns with child tax credit 80
Child tax credit amount $28,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 530
Self-employment tax amount $747,000
Number of returns with total tax payments 4,790
Total tax payments amount $7,777,000
Number of returns with earned income credit 1,170
Earned income credit amount [8] $1,919,000
Number of returns with excess earned income credit 950
Excess earned income credit (refundable) amount [9] $1,650,000
Number of returns with additional child tax credit 430
Additional child tax credit amount $481,000
Number of returns with refundable education credit 170
Refundable education credit amount $138,000
Number of returns with income tax 2,200
Income tax amount [10] $1,507,000
Number of returns with tax liability 2,630
Total tax liability amount [11] $2,328,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 500
Tax due at time of filing amount [12] $469,000
Number of returns with overpayments refunded 4,420
Overpayments refunded amount [13] $5,747,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $162,000

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

Number of returns 3,840
Number of single returns 2,780
Number of joint returns 630
Number of head of household returns 360
Number of returns with paid preparer's signature 1,600
Number of exemptions 5,410
Number of dependents 990
Total number of volunteer prepared returns [5] 120
Number of volunteer income tax assistance (VITA) prepared returns [3] 40
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] 600
Number of elderly returns [4] 970
Adjust gross income (AGI) [5] $140,978,000
Number of returns with total income 3,840
Salaries and wages amount $143,701,000
Number of returns with salaries and wages 3,170
Salaries and wages amount $107,803
Number of returns with taxable interest 1,120
Taxable interest amount $705
Number of returns with ordinary dividends 770
Ordinary dividends amount $2,729,000
Number of returns with qualified dividends 710
Qualified dividends amount [6] $1,922
Number of returns with state and local income tax refunds 200
State and local income tax refunds amount $120
Number of returns with business or professional net income (less loss) 480
Business or professional net income (less loss) amount $4,993,000
Number of returns with net capital gain (less loss) 620
Net capital gain (less loss) amount $1,572,000
Number of returns with taxable individual retirement arrangements distributions 420
Taxable individual retirement arrangements distributions amount $4,120,000
Number of returns with taxable pensions and annuities 770
Taxable pensions and annuities amount $13,651,000
Number of farm returns 0
Number of returns with unemployment compensation 110
Unemployment compensation amount [7] $624,000
Number of returns with taxable Social Security benefits 760
Taxable Social Security benefits amount $5,785,000
Number of returns with partnership/S-corp net income (less loss) 140
Partnership/S-corp net income (less loss) amount $887,000
Number of returns with total statutory adjustments 1,140
Total statutory adjustments amount $2,723,000
Number of returns with educator expenses 80
Educator expenses amount $19,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $341,000
Number of returns with self-employment health insurance deduction 100
Self-employment health insurance deduction amount $444,000
Number of returns with IRA payments 100
IRA payments amount $398,000
Number of returns with student loan interest deduction 680
Student loan interest deduction amount $807,000
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 690
Total itemized deductions amount $11,914,000
Amount of AGI for itemized returns $26,499,000
Number of returns with State and local income taxes 420
State and local income taxes amount $902,000
Number of returns with State and local general sales tax 230
State and local general sales tax amount $216,000
Number of returns with real estate taxes 520
Real estate taxes amount $2,822,000
Number of returns with taxes paid 680
Taxes paid amount $4,000,000
Number of returns with mortgage interest paid 390
Mortgage interest paid amount $2,445,000
Number of returns with contributions 470
Contributions amount $874,000
Number of returns with taxable income 3,730
Taxable income amount $83,724,000
Number of returns with income tax before credits 3,680
Income tax before credits amount $10,442,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,150
Total tax credits amount $779,000
Number of returns with foreign tax credit 200
Foreign tax credit amount $15,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $36,000
Number of returns with nonrefundable education credit 240
Nonrefundable education credit amount $269,000
Number of returns with retirement savings contribution credit 460
Retirement savings contribution credit amount $80,000
Number of returns with child tax credit 380
Child tax credit amount $355,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $16,000
Number of returns with self-employment tax 370
Self-employment tax amount $933,000
Number of returns with total tax payments 3,720
Total tax payments amount $16,277,000
Number of returns with earned income credit 380
Earned income credit amount [8] $774,000
Number of returns with excess earned income credit 290
Excess earned income credit (refundable) amount [9] $605,000
Number of returns with additional child tax credit 260
Additional child tax credit amount $346,000
Number of returns with refundable education credit 120
Refundable education credit amount $106,000
Number of returns with income tax 3,410
Income tax amount [10] $9,662,000
Number of returns with tax liability 3,520
Total tax liability amount [11] $10,741,000
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] $1,026,000
Number of returns with overpayments refunded 3,120
Overpayments refunded amount [13] $6,211,000
Number of returns with credit to next year’s estimated tax 90
Credited to next year’s estimated tax amount $337,000

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

Number of returns 2,690
Number of single returns 1,610
Number of joint returns 790
Number of head of household returns 220
Number of returns with paid preparer's signature 1,320
Number of exemptions 4,380
Number of dependents 910
Total number of volunteer prepared returns [5] 40
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
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] 270
Number of elderly returns [4] 880
Adjust gross income (AGI) [5] $165,947,000
Number of returns with total income 2,690
Salaries and wages amount $168,629,000
Number of returns with salaries and wages 2,110
Salaries and wages amount $116,370
Number of returns with taxable interest 1,270
Taxable interest amount $867
Number of returns with ordinary dividends 780
Ordinary dividends amount $3,291,000
Number of returns with qualified dividends 720
Qualified dividends amount [6] $2,379
Number of returns with state and local income tax refunds 410
State and local income tax refunds amount $325
Number of returns with business or professional net income (less loss) 370
Business or professional net income (less loss) amount $4,331,000
Number of returns with net capital gain (less loss) 660
Net capital gain (less loss) amount $2,915,000
Number of returns with taxable individual retirement arrangements distributions 390
Taxable individual retirement arrangements distributions amount $4,745,000
Number of returns with taxable pensions and annuities 770
Taxable pensions and annuities amount $21,895,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $360,000
Number of returns with taxable Social Security benefits 730
Taxable Social Security benefits amount $12,107,000
Number of returns with partnership/S-corp net income (less loss) 130
Partnership/S-corp net income (less loss) amount $624,000
Number of returns with total statutory adjustments 940
Total statutory adjustments amount $2,682,000
Number of returns with educator expenses 100
Educator expenses amount $25,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $417,000
Number of returns with IRA payments 80
IRA payments amount $392,000
Number of returns with student loan interest deduction 550
Student loan interest deduction amount $680,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $77,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,040
Total itemized deductions amount $18,822,000
Amount of AGI for itemized returns $65,025,000
Number of returns with State and local income taxes 790
State and local income taxes amount $2,411,000
Number of returns with State and local general sales tax 200
State and local general sales tax amount $236,000
Number of returns with real estate taxes 870
Real estate taxes amount $4,976,000
Number of returns with taxes paid 1,030
Taxes paid amount $7,752,000
Number of returns with mortgage interest paid 710
Mortgage interest paid amount $4,686,000
Number of returns with contributions 810
Contributions amount $1,708,000
Number of returns with taxable income 2,680
Taxable income amount $114,829,000
Number of returns with income tax before credits 2,650
Income tax before credits amount $16,726,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 770
Total tax credits amount $870,000
Number of returns with foreign tax credit 230
Foreign tax credit amount $15,000
Number of returns with child and dependent care credit 80
Child and dependent care credit amount $39,000
Number of returns with nonrefundable education credit 150
Nonrefundable education credit amount $193,000
Number of returns with retirement savings contribution credit 100
Retirement savings contribution credit amount $18,000
Number of returns with child tax credit 390
Child tax credit amount $553,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $15,000
Number of returns with self-employment tax 270
Self-employment tax amount $822,000
Number of returns with total tax payments 2,640
Total tax payments amount $20,953,000
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 80
Additional child tax credit amount $107,000
Number of returns with refundable education credit 100
Refundable education credit amount $93,000
Number of returns with income tax 2,580
Income tax amount [10] $15,856,000
Number of returns with tax liability 2,610
Total tax liability amount [11] $16,753,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 630
Tax due at time of filing amount [12] $1,340,000
Number of returns with overpayments refunded 1,980
Overpayments refunded amount [13] $5,239,000
Number of returns with credit to next year’s estimated tax 90
Credited to next year’s estimated tax amount $264,000

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

Number of returns 2,130
Number of single returns 890
Number of joint returns 1,040
Number of head of household returns 140
Number of returns with paid preparer's signature 1,190
Number of exemptions 4,020
Number of dependents 860
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] 150
Number of elderly returns [4] 900
Adjust gross income (AGI) [5] $184,229,000
Number of returns with total income 2,130
Salaries and wages amount $186,775,000
Number of returns with salaries and wages 1,590
Salaries and wages amount $112,148
Number of returns with taxable interest 1,310
Taxable interest amount $1,297
Number of returns with ordinary dividends 870
Ordinary dividends amount $4,342,000
Number of returns with qualified dividends 820
Qualified dividends amount [6] $3,232
Number of returns with state and local income tax refunds 540
State and local income tax refunds amount $521
Number of returns with business or professional net income (less loss) 390
Business or professional net income (less loss) amount $6,527,000
Number of returns with net capital gain (less loss) 740
Net capital gain (less loss) amount $4,435,000
Number of returns with taxable individual retirement arrangements distributions 460
Taxable individual retirement arrangements distributions amount $7,564,000
Number of returns with taxable pensions and annuities 810
Taxable pensions and annuities amount $31,550,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $301,000
Number of returns with taxable Social Security benefits 750
Taxable Social Security benefits amount $15,936,000
Number of returns with partnership/S-corp net income (less loss) 160
Partnership/S-corp net income (less loss) amount $1,168,000
Number of returns with total statutory adjustments 620
Total statutory adjustments amount $2,546,000
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 $363,000
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $569,000
Number of returns with IRA payments 70
IRA payments amount $379,000
Number of returns with student loan interest deduction 220
Student loan interest deduction amount $250,000
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 $104,000
Number of returns with itemized deductions 1,210
Total itemized deductions amount $25,308,000
Amount of AGI for itemized returns $106,124,000
Number of returns with State and local income taxes 980
State and local income taxes amount $4,319,000
Number of returns with State and local general sales tax 210
State and local general sales tax amount $277,000
Number of returns with real estate taxes 1,080
Real estate taxes amount $7,176,000
Number of returns with taxes paid 1,210
Taxes paid amount $11,912,000
Number of returns with mortgage interest paid 840
Mortgage interest paid amount $5,695,000
Number of returns with contributions 1,010
Contributions amount $2,737,000
Number of returns with taxable income 2,110
Taxable income amount $133,498,000
Number of returns with income tax before credits 2,100
Income tax before credits amount $20,791,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 750
Total tax credits amount $920,000
Number of returns with foreign tax credit 310
Foreign tax credit amount $40,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $48,000
Number of returns with nonrefundable education credit 130
Nonrefundable education credit amount $187,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 350
Child tax credit amount $521,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $44,000
Number of returns with self-employment tax 280
Self-employment tax amount $1,132,000
Number of returns with total tax payments 2,100
Total tax payments amount $24,133,000
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 100
Refundable education credit amount $107,000
Number of returns with income tax 2,080
Income tax amount [10] $19,871,000
Number of returns with tax liability 2,090
Total tax liability amount [11] $21,110,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 630
Tax due at time of filing amount [12] $1,770,000
Number of returns with overpayments refunded 1,400
Overpayments refunded amount [13] $4,435,000
Number of returns with credit to next year’s estimated tax 110
Credited to next year’s estimated tax amount $332,000

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

Number of returns 3,920
Number of single returns 820
Number of joint returns 2,870
Number of head of household returns 170
Number of returns with paid preparer's signature 2,390
Number of exemptions 9,530
Number of dependents 2,750
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] 140
Number of elderly returns [4] 1,530
Adjust gross income (AGI) [5] $545,433,000
Number of returns with total income 3,920
Salaries and wages amount $553,984,000
Number of returns with salaries and wages 3,190
Salaries and wages amount $356,304
Number of returns with taxable interest 2,900
Taxable interest amount $3,073
Number of returns with ordinary dividends 1,890
Ordinary dividends amount $12,672,000
Number of returns with qualified dividends 1,790
Qualified dividends amount [6] $9,676
Number of returns with state and local income tax refunds 1,570
State and local income tax refunds amount $1,920
Number of returns with business or professional net income (less loss) 850
Business or professional net income (less loss) amount $21,251,000
Number of returns with net capital gain (less loss) 1,630
Net capital gain (less loss) amount $16,519,000
Number of returns with taxable individual retirement arrangements distributions 870
Taxable individual retirement arrangements distributions amount $23,197,000
Number of returns with taxable pensions and annuities 1,390
Taxable pensions and annuities amount $70,622,000
Number of farm returns 30
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $428,000
Number of returns with taxable Social Security benefits 1,150
Taxable Social Security benefits amount $30,525,000
Number of returns with partnership/S-corp net income (less loss) 490
Partnership/S-corp net income (less loss) amount $11,516,000
Number of returns with total statutory adjustments 1,490
Total statutory adjustments amount $8,551,000
Number of returns with educator expenses 300
Educator expenses amount $88,000
Number of returns with self-employment retirement plans 110
Self-employment retirement plans amount $1,869,000
Number of returns with self-employment health insurance deduction 210
Self-employment health insurance deduction amount $1,915,000
Number of returns with IRA payments 130
IRA payments amount $769,000
Number of returns with student loan interest deduction 440
Student loan interest deduction amount $461,000
Number of returns with tuition and fees deduction 70
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 3,160
Total itemized deductions amount $83,074,000
Amount of AGI for itemized returns $448,641,000
Number of returns with State and local income taxes 2,820
State and local income taxes amount $21,851,000
Number of returns with State and local general sales tax 300
State and local general sales tax amount $531,000
Number of returns with real estate taxes 2,870
Real estate taxes amount $21,731,000
Number of returns with taxes paid 3,150
Taxes paid amount $44,432,000
Number of returns with mortgage interest paid 2,420
Mortgage interest paid amount $20,054,000
Number of returns with contributions 2,670
Contributions amount $8,125,000
Number of returns with taxable income 3,910
Taxable income amount $414,592,000
Number of returns with income tax before credits 3,910
Income tax before credits amount $73,261,000
Number of returns with alternative minimum tax 220
Alternative minimum tax amount $597,000
Number of returns with total tax credits 1,680
Total tax credits amount $1,898,000
Number of returns with foreign tax credit 710
Foreign tax credit amount $151,000
Number of returns with child and dependent care credit 350
Child and dependent care credit amount $196,000
Number of returns with nonrefundable education credit 300
Nonrefundable education credit amount $435,000
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 $697,000
Number of returns with residential energy tax credit 110
Residential energy tax credit amount $124,000
Number of returns with self-employment tax 660
Self-employment tax amount $3,572,000
Number of returns with total tax payments 3,890
Total tax payments amount $80,729,000
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 $266,000
Number of returns with income tax 3,900
Income tax amount [10] $71,363,000
Number of returns with tax liability 3,910
Total tax liability amount [11] $75,276,000
Number of returns with net investment income tax 30
Net investment income tax $16,000
Number of returns with tax due at time of filing 1,400
Tax due at time of filing amount [12] $6,198,000
Number of returns with overpayments refunded 2,290
Overpayments refunded amount [13] $10,074,000
Number of returns with credit to next year’s estimated tax 290
Credited to next year’s estimated tax amount $1,461,000

Adjusted Gross Income: $200,000 or more

Number of returns 1,980
Number of single returns 250
Number of joint returns 1,660
Number of head of household returns 50
Number of returns with paid preparer's signature 1,540
Number of exemptions 5,530
Number of dependents 1,900
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 30
Number of elderly returns [4] 620
Adjust gross income (AGI) [5] $3,248,411,000
Number of returns with total income 1,980
Salaries and wages amount $3,277,135,000
Number of returns with salaries and wages 1,680
Salaries and wages amount $854,298
Number of returns with taxable interest 1,720
Taxable interest amount $98,454
Number of returns with ordinary dividends 1,440
Ordinary dividends amount $242,698,000
Number of returns with qualified dividends 1,390
Qualified dividends amount [6] $169,586
Number of returns with state and local income tax refunds 840
State and local income tax refunds amount $23,992
Number of returns with business or professional net income (less loss) 570
Business or professional net income (less loss) amount $70,292,000
Number of returns with net capital gain (less loss) 1,410
Net capital gain (less loss) amount $1,167,421,000
Number of returns with taxable individual retirement arrangements distributions 390
Taxable individual retirement arrangements distributions amount $23,051,000
Number of returns with taxable pensions and annuities 500
Taxable pensions and annuities amount $28,911,000
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 380
Taxable Social Security benefits amount $11,682,000
Number of returns with partnership/S-corp net income (less loss) 770
Partnership/S-corp net income (less loss) amount $354,508,000
Number of returns with total statutory adjustments 890
Total statutory adjustments amount $28,724,000
Number of returns with educator expenses 100
Educator expenses amount $27,000
Number of returns with self-employment retirement plans 230
Self-employment retirement plans amount $8,739,000
Number of returns with self-employment health insurance deduction 300
Self-employment health insurance deduction amount $4,253,000
Number of returns with IRA payments 30
IRA payments amount $233,000
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 110
Domestic production activities deduction amount $6,276,000
Number of returns with itemized deductions 1,950
Total itemized deductions amount $505,833,000
Amount of AGI for itemized returns $3,238,766,000
Number of returns with State and local income taxes 1,890
State and local income taxes amount $264,891,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $106,000
Number of returns with real estate taxes 1,820
Real estate taxes amount $39,161,000
Number of returns with taxes paid 1,950
Taxes paid amount $304,452,000
Number of returns with mortgage interest paid 1,450
Mortgage interest paid amount $19,000,000
Number of returns with contributions 1,810
Contributions amount $143,746,000
Number of returns with taxable income 1,970
Taxable income amount $2,734,381,000
Number of returns with income tax before credits 1,980
Income tax before credits amount $805,459,000
Number of returns with alternative minimum tax 1,320
Alternative minimum tax amount $35,053,000
Number of returns with total tax credits 990
Total tax credits amount $15,357,000
Number of returns with foreign tax credit 790
Foreign tax credit amount $11,612,000
Number of returns with child and dependent care credit 180
Child and dependent care credit amount $92,000
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 $73,000
Number of returns with self-employment tax 610
Self-employment tax amount $11,851,000
Number of returns with total tax payments 1,970
Total tax payments amount $1,026,940,000
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 1,970
Income tax amount [10] $790,102,000
Number of returns with tax liability 1,980
Total tax liability amount [11] $849,115,000
Number of returns with net investment income tax 1,240
Net investment income tax $38,261,000
Number of returns with tax due at time of filing 920
Tax due at time of filing amount [12] $26,294,000
Number of returns with overpayments refunded 680
Overpayments refunded amount [13] $24,249,000
Number of returns with credit to next year’s estimated tax 450
Credited to next year’s estimated tax amount $179,563,000

[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.