Zip Code Database List
1-800-425-1169
Zip-Codes.com
Account Login
Find ZIP+4 of Address

Find the ZIP Code, County, and +4 of any U.S. Address

FREE ZIP Code Finder

Find info on any U.S. ZIP Code

Other FREE Lookups

Lookup ZIP Code of any City, State, County or Area Code

FREE Radius Search

Find all ZIP Codes

FREE Distance Calc

Calculate the distance between two U.S. or Canadian ZIP codes.






ZIP Code Database - Facts & Stats

ZIP Code 13440 Income Tax Stats

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

ZIP Code 13440 Data

Zip Code:13440
City:Rome
State:NY [New York]
Counties: ONEIDA, NY
City Alias(es):Rome
Area Code:315
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


13440 Income Tax Overview

Total Number of Tax Returns for ZIP Code 13440 [1] 18,170
Total Number of Single Tax Returns for ZIP Code 13440 5,900
Total Number of Joint Tax Returns for ZIP Code 13440 6,090
Total Number of Dependents for ZIP Code 13440 9,550
Total Adjusted Gross Income for ZIP Code 13440 $978,118,000
Average Income per Person for ZIP Code 13440 $22,754
Average Income per Household for ZIP Code 13440 $53,831

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 6,540
Number of single returns 4,560
Number of joint returns 680
Number of head of household returns 1,200
Number of returns with paid preparer's signature 2,710
Number of exemptions 9,250
Number of dependents 2,950
Total number of volunteer prepared returns [5] 170
Number of volunteer income tax assistance (VITA) prepared returns [3] 120
Number of tax counseling for the elderly (TCE) prepared returns [3] 50
Number of volunteer prepared returns with Earned Income Credit 50
Number of refund anticipation check returns [3] 1,450
Number of elderly returns [4] 1,490
Adjust gross income (AGI) [5] $84,312,000
Number of returns with total income 6,540
Salaries and wages amount $85,186,000
Number of returns with salaries and wages 5,150
Salaries and wages amount $65,096
Number of returns with taxable interest 1,170
Taxable interest amount $505
Number of returns with ordinary dividends 570
Ordinary dividends amount $621,000
Number of returns with qualified dividends 500
Qualified dividends amount [6] $358
Number of returns with state and local income tax refunds 30
State and local income tax refunds amount $15
Number of returns with business or professional net income (less loss) 550
Business or professional net income (less loss) amount $3,063,000
Number of returns with net capital gain (less loss) 380
Net capital gain (less loss) amount $417,000
Number of returns with taxable individual retirement arrangements distributions 430
Taxable individual retirement arrangements distributions amount $2,439,000
Number of returns with taxable pensions and annuities 1,170
Taxable pensions and annuities amount $11,407,000
Number of farm returns 0
Number of returns with unemployment compensation 220
Unemployment compensation amount [7] $765,000
Number of returns with taxable Social Security benefits 360
Taxable Social Security benefits amount $589,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $55,000
Number of returns with total statutory adjustments 800
Total statutory adjustments amount $874,000
Number of returns with educator expenses 20
Educator expenses amount $5,000
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 $77,000
Number of returns with IRA payments 30
IRA payments amount $104,000
Number of returns with student loan interest deduction 280
Student loan interest deduction amount $228,000
Number of returns with tuition and fees deduction 40
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 210
Total itemized deductions amount $3,204,000
Amount of AGI for itemized returns $3,164,000
Number of returns with State and local income taxes 70
State and local income taxes amount $70,000
Number of returns with State and local general sales tax 110
State and local general sales tax amount $96,000
Number of returns with real estate taxes 160
Real estate taxes amount $642,000
Number of returns with taxes paid 200
Taxes paid amount $854,000
Number of returns with mortgage interest paid 110
Mortgage interest paid amount $399,000
Number of returns with contributions 130
Contributions amount $209,000
Number of returns with taxable income 3,040
Taxable income amount $18,580,000
Number of returns with income tax before credits 2,980
Income tax before credits amount $1,935,000
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 $230,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $13,000
Number of returns with nonrefundable education credit 140
Nonrefundable education credit amount $84,000
Number of returns with retirement savings contribution credit 350
Retirement savings contribution credit amount $53,000
Number of returns with child tax credit 250
Child tax credit amount $78,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 450
Self-employment tax amount $532,000
Number of returns with total tax payments 6,060
Total tax payments amount $14,392,000
Number of returns with earned income credit 2,420
Earned income credit amount [8] $6,149,000
Number of returns with excess earned income credit 2,160
Excess earned income credit (refundable) amount [9] $5,770,000
Number of returns with additional child tax credit 1,410
Additional child tax credit amount $1,633,000
Number of returns with refundable education credit 160
Refundable education credit amount $142,000
Number of returns with income tax 2,530
Income tax amount [10] $1,704,000
Number of returns with tax liability 3,030
Total tax liability amount [11] $2,358,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 390
Tax due at time of filing amount [12] $252,000
Number of returns with overpayments refunded 5,790
Overpayments refunded amount [13] $12,253,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $28,000

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

Number of returns 5,050
Number of single returns 2,890
Number of joint returns 1,130
Number of head of household returns 920
Number of returns with paid preparer's signature 2,200
Number of exemptions 8,640
Number of dependents 2,470
Total number of volunteer prepared returns [5] 100
Number of volunteer income tax assistance (VITA) prepared returns [3] 70
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] 900
Number of elderly returns [4] 1,320
Adjust gross income (AGI) [5] $182,812,000
Number of returns with total income 5,050
Salaries and wages amount $184,505,000
Number of returns with salaries and wages 4,180
Salaries and wages amount $141,565
Number of returns with taxable interest 1,540
Taxable interest amount $656
Number of returns with ordinary dividends 610
Ordinary dividends amount $1,037,000
Number of returns with qualified dividends 550
Qualified dividends amount [6] $723
Number of returns with state and local income tax refunds 200
State and local income tax refunds amount $98
Number of returns with business or professional net income (less loss) 340
Business or professional net income (less loss) amount $2,515,000
Number of returns with net capital gain (less loss) 430
Net capital gain (less loss) amount $935,000
Number of returns with taxable individual retirement arrangements distributions 460
Taxable individual retirement arrangements distributions amount $3,776,000
Number of returns with taxable pensions and annuities 1,260
Taxable pensions and annuities amount $25,055,000
Number of farm returns 50
Number of returns with unemployment compensation 170
Unemployment compensation amount [7] $808,000
Number of returns with taxable Social Security benefits 1,100
Taxable Social Security benefits amount $7,142,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $112,000
Number of returns with total statutory adjustments 1,030
Total statutory adjustments amount $1,693,000
Number of returns with educator expenses 80
Educator expenses amount $18,000
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 $158,000
Number of returns with IRA payments 70
IRA payments amount $319,000
Number of returns with student loan interest deduction 670
Student loan interest deduction amount $673,000
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 $10,277,000
Amount of AGI for itemized returns $27,069,000
Number of returns with State and local income taxes 470
State and local income taxes amount $907,000
Number of returns with State and local general sales tax 190
State and local general sales tax amount $250,000
Number of returns with real estate taxes 570
Real estate taxes amount $2,338,000
Number of returns with taxes paid 690
Taxes paid amount $3,581,000
Number of returns with mortgage interest paid 470
Mortgage interest paid amount $1,611,000
Number of returns with contributions 430
Contributions amount $877,000
Number of returns with taxable income 4,920
Taxable income amount $100,637,000
Number of returns with income tax before credits 4,900
Income tax before credits amount $12,405,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,790
Total tax credits amount $1,423,000
Number of returns with foreign tax credit 100
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 130
Child and dependent care credit amount $69,000
Number of returns with nonrefundable education credit 250
Nonrefundable education credit amount $277,000
Number of returns with retirement savings contribution credit 770
Retirement savings contribution credit amount $140,000
Number of returns with child tax credit 970
Child tax credit amount $908,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $20,000
Number of returns with self-employment tax 250
Self-employment tax amount $516,000
Number of returns with total tax payments 4,970
Total tax payments amount $21,393,000
Number of returns with earned income credit 1,040
Earned income credit amount [8] $2,175,000
Number of returns with excess earned income credit 840
Excess earned income credit (refundable) amount [9] $1,842,000
Number of returns with additional child tax credit 650
Additional child tax credit amount $931,000
Number of returns with refundable education credit 160
Refundable education credit amount $145,000
Number of returns with income tax 4,280
Income tax amount [10] $10,982,000
Number of returns with tax liability 4,420
Total tax liability amount [11] $11,677,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 680
Tax due at time of filing amount [12] $786,000
Number of returns with overpayments refunded 4,320
Overpayments refunded amount [13] $10,420,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $67,000

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

Number of returns 2,690
Number of single returns 1,120
Number of joint returns 1,200
Number of head of household returns 290
Number of returns with paid preparer's signature 1,370
Number of exemptions 5,270
Number of dependents 1,380
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] 320
Number of elderly returns [4] 910
Adjust gross income (AGI) [5] $165,606,000
Number of returns with total income 2,690
Salaries and wages amount $167,023,000
Number of returns with salaries and wages 2,200
Salaries and wages amount $117,996
Number of returns with taxable interest 1,400
Taxable interest amount $771
Number of returns with ordinary dividends 570
Ordinary dividends amount $1,194,000
Number of returns with qualified dividends 510
Qualified dividends amount [6] $740
Number of returns with state and local income tax refunds 330
State and local income tax refunds amount $178
Number of returns with business or professional net income (less loss) 270
Business or professional net income (less loss) amount $1,767,000
Number of returns with net capital gain (less loss) 420
Net capital gain (less loss) amount $1,268,000
Number of returns with taxable individual retirement arrangements distributions 370
Taxable individual retirement arrangements distributions amount $4,075,000
Number of returns with taxable pensions and annuities 940
Taxable pensions and annuities amount $27,145,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $316,000
Number of returns with taxable Social Security benefits 790
Taxable Social Security benefits amount $11,396,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $311,000
Number of returns with total statutory adjustments 740
Total statutory adjustments amount $1,417,000
Number of returns with educator expenses 120
Educator expenses amount $31,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $258,000
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $203,000
Number of returns with IRA payments 50
IRA payments amount $209,000
Number of returns with student loan interest deduction 430
Student loan interest deduction amount $490,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $44,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 830
Total itemized deductions amount $12,408,000
Amount of AGI for itemized returns $51,472,000
Number of returns with State and local income taxes 630
State and local income taxes amount $1,962,000
Number of returns with State and local general sales tax 160
State and local general sales tax amount $279,000
Number of returns with real estate taxes 740
Real estate taxes amount $3,054,000
Number of returns with taxes paid 820
Taxes paid amount $5,463,000
Number of returns with mortgage interest paid 630
Mortgage interest paid amount $2,338,000
Number of returns with contributions 570
Contributions amount $1,308,000
Number of returns with taxable income 2,680
Taxable income amount $112,453,000
Number of returns with income tax before credits 2,680
Income tax before credits amount $15,957,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 950
Total tax credits amount $1,254,000
Number of returns with foreign tax credit 140
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $54,000
Number of returns with nonrefundable education credit 150
Nonrefundable education credit amount $190,000
Number of returns with retirement savings contribution credit 180
Retirement savings contribution credit amount $31,000
Number of returns with child tax credit 600
Child tax credit amount $929,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $20,000
Number of returns with self-employment tax 180
Self-employment tax amount $401,000
Number of returns with total tax payments 2,670
Total tax payments amount $19,397,000
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 $118,000
Number of returns with refundable education credit 110
Refundable education credit amount $96,000
Number of returns with income tax 2,600
Income tax amount [10] $14,704,000
Number of returns with tax liability 2,620
Total tax liability amount [11] $15,216,000
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] $1,018,000
Number of returns with overpayments refunded 2,050
Overpayments refunded amount [13] $5,114,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $59,000

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

Number of returns 1,690
Number of single returns 380
Number of joint returns 1,190
Number of head of household returns 90
Number of returns with paid preparer's signature 970
Number of exemptions 3,930
Number of dependents 1,060
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] 120
Number of elderly returns [4] 660
Adjust gross income (AGI) [5] $146,162,000
Number of returns with total income 1,690
Salaries and wages amount $147,536,000
Number of returns with salaries and wages 1,380
Salaries and wages amount $97,931
Number of returns with taxable interest 1,110
Taxable interest amount $668
Number of returns with ordinary dividends 470
Ordinary dividends amount $1,231,000
Number of returns with qualified dividends 430
Qualified dividends amount [6] $885
Number of returns with state and local income tax refunds 340
State and local income tax refunds amount $218
Number of returns with business or professional net income (less loss) 230
Business or professional net income (less loss) amount $1,943,000
Number of returns with net capital gain (less loss) 360
Net capital gain (less loss) amount $1,482,000
Number of returns with taxable individual retirement arrangements distributions 290
Taxable individual retirement arrangements distributions amount $3,742,000
Number of returns with taxable pensions and annuities 730
Taxable pensions and annuities amount $27,975,000
Number of farm returns 30
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $248,000
Number of returns with taxable Social Security benefits 560
Taxable Social Security benefits amount $10,856,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $687,000
Number of returns with total statutory adjustments 530
Total statutory adjustments amount $1,374,000
Number of returns with educator expenses 100
Educator expenses amount $27,000
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 $187,000
Number of returns with IRA payments 40
IRA payments amount $179,000
Number of returns with student loan interest deduction 280
Student loan interest deduction amount $342,000
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 $12,268,000
Amount of AGI for itemized returns $59,428,000
Number of returns with State and local income taxes 540
State and local income taxes amount $2,297,000
Number of returns with State and local general sales tax 110
State and local general sales tax amount $218,000
Number of returns with real estate taxes 640
Real estate taxes amount $3,095,000
Number of returns with taxes paid 690
Taxes paid amount $5,732,000
Number of returns with mortgage interest paid 560
Mortgage interest paid amount $2,361,000
Number of returns with contributions 530
Contributions amount $1,556,000
Number of returns with taxable income 1,690
Taxable income amount $105,726,000
Number of returns with income tax before credits 1,690
Income tax before credits amount $15,602,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 630
Total tax credits amount $973,000
Number of returns with foreign tax credit 100
Foreign tax credit amount $7,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $34,000
Number of returns with nonrefundable education credit 130
Nonrefundable education credit amount $179,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 430
Child tax credit amount $710,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $11,000
Number of returns with self-employment tax 160
Self-employment tax amount $390,000
Number of returns with total tax payments 1,680
Total tax payments amount $17,748,000
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 90
Refundable education credit amount $87,000
Number of returns with income tax 1,680
Income tax amount [10] $14,629,000
Number of returns with tax liability 1,680
Total tax liability amount [11] $15,131,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 460
Tax due at time of filing amount [12] $1,037,000
Number of returns with overpayments refunded 1,210
Overpayments refunded amount [13] $3,594,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $44,000

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

Number of returns 1,960
Number of single returns 210
Number of joint returns 1,680
Number of head of household returns 60
Number of returns with paid preparer's signature 1,140
Number of exemptions 5,140
Number of dependents 1,500
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] 110
Number of elderly returns [4] 720
Adjust gross income (AGI) [5] $255,276,000
Number of returns with total income 1,960
Salaries and wages amount $257,396,000
Number of returns with salaries and wages 1,670
Salaries and wages amount $177,615
Number of returns with taxable interest 1,520
Taxable interest amount $1,266
Number of returns with ordinary dividends 720
Ordinary dividends amount $3,274,000
Number of returns with qualified dividends 670
Qualified dividends amount [6] $2,431
Number of returns with state and local income tax refunds 590
State and local income tax refunds amount $499
Number of returns with business or professional net income (less loss) 320
Business or professional net income (less loss) amount $3,703,000
Number of returns with net capital gain (less loss) 550
Net capital gain (less loss) amount $4,808,000
Number of returns with taxable individual retirement arrangements distributions 380
Taxable individual retirement arrangements distributions amount $7,720,000
Number of returns with taxable pensions and annuities 840
Taxable pensions and annuities amount $39,957,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $190,000
Number of returns with taxable Social Security benefits 570
Taxable Social Security benefits amount $13,457,000
Number of returns with partnership/S-corp net income (less loss) 130
Partnership/S-corp net income (less loss) amount $2,767,000
Number of returns with total statutory adjustments 760
Total statutory adjustments amount $2,120,000
Number of returns with educator expenses 210
Educator expenses amount $59,000
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 $360,000
Number of returns with IRA payments 60
IRA payments amount $344,000
Number of returns with student loan interest deduction 370
Student loan interest deduction amount $446,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $86,000
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $194,000
Number of returns with itemized deductions 1,320
Total itemized deductions amount $28,787,000
Amount of AGI for itemized returns $177,514,000
Number of returns with State and local income taxes 1,180
State and local income taxes amount $8,088,000
Number of returns with State and local general sales tax 130
State and local general sales tax amount $335,000
Number of returns with real estate taxes 1,280
Real estate taxes amount $7,129,000
Number of returns with taxes paid 1,320
Taxes paid amount $15,740,000
Number of returns with mortgage interest paid 1,070
Mortgage interest paid amount $4,946,000
Number of returns with contributions 1,120
Contributions amount $3,650,000
Number of returns with taxable income 1,950
Taxable income amount $197,453,000
Number of returns with income tax before credits 1,950
Income tax before credits amount $33,420,000
Number of returns with alternative minimum tax 40
Alternative minimum tax amount $85,000
Number of returns with total tax credits 820
Total tax credits amount $1,050,000
Number of returns with foreign tax credit 220
Foreign tax credit amount $44,000
Number of returns with child and dependent care credit 140
Child and dependent care credit amount $79,000
Number of returns with nonrefundable education credit 210
Nonrefundable education credit amount $332,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 400
Child tax credit amount $495,000
Number of returns with residential energy tax credit 70
Residential energy tax credit amount $49,000
Number of returns with self-employment tax 200
Self-employment tax amount $700,000
Number of returns with total tax payments 1,960
Total tax payments amount $35,627,000
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 190
Refundable education credit amount $200,000
Number of returns with income tax 1,950
Income tax amount [10] $32,371,000
Number of returns with tax liability 1,950
Total tax liability amount [11] $33,258,000
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] $2,444,000
Number of returns with overpayments refunded 1,250
Overpayments refunded amount [13] $4,571,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $220,000

Adjusted Gross Income: $200,000 or more

Number of returns 240
Number of single returns 20
Number of joint returns 210
Number of head of household returns 0
Number of returns with paid preparer's signature 190
Number of exemptions 640
Number of dependents 190
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] 110
Adjust gross income (AGI) [5] $143,950,000
Number of returns with total income 240
Salaries and wages amount $146,423,000
Number of returns with salaries and wages 200
Salaries and wages amount $41,059
Number of returns with taxable interest 200
Taxable interest amount $1,082
Number of returns with ordinary dividends 140
Ordinary dividends amount $3,964,000
Number of returns with qualified dividends 140
Qualified dividends amount [6] $3,446
Number of returns with state and local income tax refunds 80
State and local income tax refunds amount $385
Number of returns with business or professional net income (less loss) 50
Business or professional net income (less loss) amount $5,616,000
Number of returns with net capital gain (less loss) 130
Net capital gain (less loss) amount $11,727,000
Number of returns with taxable individual retirement arrangements distributions 60
Taxable individual retirement arrangements distributions amount $3,707,000
Number of returns with taxable pensions and annuities 100
Taxable pensions and annuities amount $5,297,000
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 80
Taxable Social Security benefits amount $2,137,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $19,882,000
Number of returns with total statutory adjustments 110
Total statutory adjustments amount $2,473,000
Number of returns with educator expenses 20
Educator expenses amount $6,000
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $960,000
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $403,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 0
Student loan interest deduction amount $0
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 230
Total itemized deductions amount $14,406,000
Amount of AGI for itemized returns $140,744,000
Number of returns with State and local income taxes 210
State and local income taxes amount $9,915,000
Number of returns with State and local general sales tax 0
State and local general sales tax amount $0
Number of returns with real estate taxes 220
Real estate taxes amount $2,270,000
Number of returns with taxes paid 230
Taxes paid amount $12,269,000
Number of returns with mortgage interest paid 140
Mortgage interest paid amount $1,055,000
Number of returns with contributions 210
Contributions amount $2,442,000
Number of returns with taxable income 240
Taxable income amount $82,770,000
Number of returns with income tax before credits 240
Income tax before credits amount $22,188,000
Number of returns with alternative minimum tax 150
Alternative minimum tax amount $1,208,000
Number of returns with total tax credits 80
Total tax credits amount $309,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $25,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 60
Self-employment tax amount $645,000
Number of returns with total tax payments 230
Total tax payments amount $21,949,000
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 230
Income tax amount [10] $20,983,000
Number of returns with tax liability 230
Total tax liability amount [11] $22,806,000
Number of returns with net investment income tax 120
Net investment income tax $249,000
Number of returns with tax due at time of filing 120
Tax due at time of filing amount [12] $2,156,000
Number of returns with overpayments refunded 80
Overpayments refunded amount [13] $688,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $800,000

[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.