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ZIP Code Database - Facts & Stats

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ZIP Code 20878 Income Tax Stats

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

ZIP Code 20878 Data

Zip Code:20878
City:Gaithersburg
State:MD [Maryland]
Counties: MONTGOMERY, MD
City Alias(es):Gaithersburg
Area Code:301
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


20878 Income Tax Overview

Total Number of Tax Returns for ZIP Code 20878 [1] 31,230
Total Number of Single Tax Returns for ZIP Code 20878 9,580
Total Number of Joint Tax Returns for ZIP Code 20878 13,730
Total Number of Dependents for ZIP Code 20878 20,450
Total Adjusted Gross Income for ZIP Code 20878 $3,627,797,000
Average Income per Person for ZIP Code 20878 $58,095
Average Income per Household for ZIP Code 20878 $116,164

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


Adjusted Gross Income: 1 under $25,000

Number of returns 7,890
Number of single returns 6,040
Number of joint returns 830
Number of head of household returns 850
Number of returns with paid preparer's signature 3,760
Number of exemptions 8,860
Number of dependents 2,360
Total number of volunteer prepared returns [5] 170
Number of volunteer income tax assistance (VITA) prepared returns [3] 90
Number of tax counseling for the elderly (TCE) prepared returns [3] 90
Number of volunteer prepared returns with Earned Income Credit 40
Number of refund anticipation check returns [3] 660
Number of elderly returns [4] 1,150
Adjust gross income (AGI) [5] $82,963,000
Number of returns with total income 7,890
Salaries and wages amount $85,778,000
Number of returns with salaries and wages 5,480
Salaries and wages amount $62,743
Number of returns with taxable interest 1,360
Taxable interest amount $676
Number of returns with ordinary dividends 990
Ordinary dividends amount $1,604,000
Number of returns with qualified dividends 910
Qualified dividends amount [6] $1,131
Number of returns with state and local income tax refunds 250
State and local income tax refunds amount $247
Number of returns with business or professional net income (less loss) 2,320
Business or professional net income (less loss) amount $14,341,000
Number of returns with net capital gain (less loss) 910
Net capital gain (less loss) amount $1,848,000
Number of returns with taxable individual retirement arrangements distributions 300
Taxable individual retirement arrangements distributions amount $1,909,000
Number of returns with taxable pensions and annuities 460
Taxable pensions and annuities amount $3,618,000
Number of farm returns 0
Number of returns with unemployment compensation 100
Unemployment compensation amount [7] $494,000
Number of returns with taxable Social Security benefits 180
Taxable Social Security benefits amount $435,000
Number of returns with partnership/S-corp net income (less loss) 130
Partnership/S-corp net income (less loss) amount $9,000
Number of returns with total statutory adjustments 2,330
Total statutory adjustments amount $2,815,000
Number of returns with educator expenses 40
Educator expenses amount $10,000
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $181,000
Number of returns with self-employment health insurance deduction 120
Self-employment health insurance deduction amount $496,000
Number of returns with IRA payments 70
IRA payments amount $264,000
Number of returns with student loan interest deduction 250
Student loan interest deduction amount $250,000
Number of returns with tuition and fees deduction 90
Tuition and fees deduction amount $298,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 720
Total itemized deductions amount $11,584,000
Amount of AGI for itemized returns $11,109,000
Number of returns with State and local income taxes 450
State and local income taxes amount $738,000
Number of returns with State and local general sales tax 180
State and local general sales tax amount $92,000
Number of returns with real estate taxes 380
Real estate taxes amount $1,708,000
Number of returns with taxes paid 700
Taxes paid amount $2,619,000
Number of returns with mortgage interest paid 300
Mortgage interest paid amount $2,548,000
Number of returns with contributions 410
Contributions amount $692,000
Number of returns with taxable income 3,120
Taxable income amount $18,011,000
Number of returns with income tax before credits 3,090
Income tax before credits amount $1,929,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 920
Total tax credits amount $325,000
Number of returns with foreign tax credit 140
Foreign tax credit amount $7,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $9,000
Number of returns with nonrefundable education credit 350
Nonrefundable education credit amount $197,000
Number of returns with retirement savings contribution credit 240
Retirement savings contribution credit amount $50,000
Number of returns with child tax credit 160
Child tax credit amount $53,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 1,960
Self-employment tax amount $2,304,000
Number of returns with total tax payments 6,160
Total tax payments amount $11,653,000
Number of returns with earned income credit 1,790
Earned income credit amount [8] $4,140,000
Number of returns with excess earned income credit 1,400
Excess earned income credit (refundable) amount [9] $3,202,000
Number of returns with additional child tax credit 1,030
Additional child tax credit amount $1,304,000
Number of returns with refundable education credit 460
Refundable education credit amount $403,000
Number of returns with income tax 2,550
Income tax amount [10] $1,605,000
Number of returns with tax liability 4,220
Total tax liability amount [11] $4,016,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,670
Tax due at time of filing amount [12] $1,291,000
Number of returns with overpayments refunded 5,360
Overpayments refunded amount [13] $8,750,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $88,000

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

Number of returns 4,700
Number of single returns 2,770
Number of joint returns 1,000
Number of head of household returns 770
Number of returns with paid preparer's signature 2,250
Number of exemptions 8,250
Number of dependents 2,620
Total number of volunteer prepared returns [5] 110
Number of volunteer income tax assistance (VITA) prepared returns [3] 50
Number of tax counseling for the elderly (TCE) prepared returns [3] 60
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 620
Number of elderly returns [4] 760
Adjust gross income (AGI) [5] $173,009,000
Number of returns with total income 4,700
Salaries and wages amount $176,467,000
Number of returns with salaries and wages 4,100
Salaries and wages amount $146,282
Number of returns with taxable interest 1,070
Taxable interest amount $675
Number of returns with ordinary dividends 620
Ordinary dividends amount $1,591,000
Number of returns with qualified dividends 580
Qualified dividends amount [6] $1,009
Number of returns with state and local income tax refunds 700
State and local income tax refunds amount $799
Number of returns with business or professional net income (less loss) 960
Business or professional net income (less loss) amount $9,721,000
Number of returns with net capital gain (less loss) 580
Net capital gain (less loss) amount $1,357,000
Number of returns with taxable individual retirement arrangements distributions 260
Taxable individual retirement arrangements distributions amount $3,140,000
Number of returns with taxable pensions and annuities 480
Taxable pensions and annuities amount $7,843,000
Number of farm returns 0
Number of returns with unemployment compensation 130
Unemployment compensation amount [7] $766,000
Number of returns with taxable Social Security benefits 470
Taxable Social Security benefits amount $3,455,000
Number of returns with partnership/S-corp net income (less loss) 180
Partnership/S-corp net income (less loss) amount $1,305,000
Number of returns with total statutory adjustments 1,440
Total statutory adjustments amount $3,458,000
Number of returns with educator expenses 100
Educator expenses amount $23,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 130
Self-employment health insurance deduction amount $648,000
Number of returns with IRA payments 160
IRA payments amount $748,000
Number of returns with student loan interest deduction 520
Student loan interest deduction amount $630,000
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 1,480
Total itemized deductions amount $26,918,000
Amount of AGI for itemized returns $56,085,000
Number of returns with State and local income taxes 1,260
State and local income taxes amount $3,085,000
Number of returns with State and local general sales tax 150
State and local general sales tax amount $126,000
Number of returns with real estate taxes 750
Real estate taxes amount $3,253,000
Number of returns with taxes paid 1,460
Taxes paid amount $6,629,000
Number of returns with mortgage interest paid 630
Mortgage interest paid amount $5,392,000
Number of returns with contributions 1,020
Contributions amount $2,453,000
Number of returns with taxable income 4,420
Taxable income amount $88,798,000
Number of returns with income tax before credits 4,410
Income tax before credits amount $11,221,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,760
Total tax credits amount $1,568,000
Number of returns with foreign tax credit 170
Foreign tax credit amount $30,000
Number of returns with child and dependent care credit 170
Child and dependent care credit amount $112,000
Number of returns with nonrefundable education credit 520
Nonrefundable education credit amount $545,000
Number of returns with retirement savings contribution credit 480
Retirement savings contribution credit amount $94,000
Number of returns with child tax credit 830
Child tax credit amount $770,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 720
Self-employment tax amount $1,800,000
Number of returns with total tax payments 4,500
Total tax payments amount $19,311,000
Number of returns with earned income credit 820
Earned income credit amount [8] $1,786,000
Number of returns with excess earned income credit 620
Excess earned income credit (refundable) amount [9] $1,298,000
Number of returns with additional child tax credit 720
Additional child tax credit amount $1,012,000
Number of returns with refundable education credit 320
Refundable education credit amount $279,000
Number of returns with income tax 3,750
Income tax amount [10] $9,653,000
Number of returns with tax liability 4,010
Total tax liability amount [11] $11,645,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 940
Tax due at time of filing amount [12] $1,773,000
Number of returns with overpayments refunded 3,680
Overpayments refunded amount [13] $9,128,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $218,000

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

Number of returns 3,540
Number of single returns 1,910
Number of joint returns 1,010
Number of head of household returns 460
Number of returns with paid preparer's signature 1,650
Number of exemptions 6,410
Number of dependents 1,860
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] 330
Number of elderly returns [4] 820
Adjust gross income (AGI) [5] $219,626,000
Number of returns with total income 3,540
Salaries and wages amount $223,745,000
Number of returns with salaries and wages 3,010
Salaries and wages amount $177,100
Number of returns with taxable interest 1,400
Taxable interest amount $1,123
Number of returns with ordinary dividends 840
Ordinary dividends amount $3,208,000
Number of returns with qualified dividends 780
Qualified dividends amount [6] $2,212
Number of returns with state and local income tax refunds 1,010
State and local income tax refunds amount $1,223
Number of returns with business or professional net income (less loss) 640
Business or professional net income (less loss) amount $7,725,000
Number of returns with net capital gain (less loss) 770
Net capital gain (less loss) amount $2,610,000
Number of returns with taxable individual retirement arrangements distributions 360
Taxable individual retirement arrangements distributions amount $5,670,000
Number of returns with taxable pensions and annuities 570
Taxable pensions and annuities amount $15,314,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $393,000
Number of returns with taxable Social Security benefits 520
Taxable Social Security benefits amount $8,166,000
Number of returns with partnership/S-corp net income (less loss) 170
Partnership/S-corp net income (less loss) amount $1,303,000
Number of returns with total statutory adjustments 1,220
Total statutory adjustments amount $4,119,000
Number of returns with educator expenses 120
Educator expenses amount $30,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $414,000
Number of returns with self-employment health insurance deduction 110
Self-employment health insurance deduction amount $815,000
Number of returns with IRA payments 150
IRA payments amount $764,000
Number of returns with student loan interest deduction 510
Student loan interest deduction amount $588,000
Number of returns with tuition and fees deduction 70
Tuition and fees deduction amount $161,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,750
Total itemized deductions amount $35,754,000
Amount of AGI for itemized returns $110,271,000
Number of returns with State and local income taxes 1,620
State and local income taxes amount $6,747,000
Number of returns with State and local general sales tax 100
State and local general sales tax amount $94,000
Number of returns with real estate taxes 1,200
Real estate taxes amount $5,282,000
Number of returns with taxes paid 1,750
Taxes paid amount $12,355,000
Number of returns with mortgage interest paid 1,010
Mortgage interest paid amount $8,857,000
Number of returns with contributions 1,300
Contributions amount $3,604,000
Number of returns with taxable income 3,490
Taxable income amount $143,507,000
Number of returns with income tax before credits 3,470
Income tax before credits amount $21,109,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,300
Total tax credits amount $1,646,000
Number of returns with foreign tax credit 280
Foreign tax credit amount $60,000
Number of returns with child and dependent care credit 160
Child and dependent care credit amount $88,000
Number of returns with nonrefundable education credit 320
Nonrefundable education credit amount $408,000
Number of returns with retirement savings contribution credit 140
Retirement savings contribution credit amount $25,000
Number of returns with child tax credit 730
Child tax credit amount $1,027,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $16,000
Number of returns with self-employment tax 470
Self-employment tax amount $1,442,000
Number of returns with total tax payments 3,450
Total tax payments amount $26,537,000
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 130
Additional child tax credit amount $160,000
Number of returns with refundable education credit 210
Refundable education credit amount $211,000
Number of returns with income tax 3,330
Income tax amount [10] $19,463,000
Number of returns with tax liability 3,390
Total tax liability amount [11] $21,038,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 860
Tax due at time of filing amount [12] $2,119,000
Number of returns with overpayments refunded 2,600
Overpayments refunded amount [13] $7,263,000
Number of returns with credit to next year’s estimated tax 90
Credited to next year’s estimated tax amount $258,000

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

Number of returns 2,890
Number of single returns 1,130
Number of joint returns 1,290
Number of head of household returns 330
Number of returns with paid preparer's signature 1,440
Number of exemptions 5,950
Number of dependents 1,770
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] 190
Number of elderly returns [4] 810
Adjust gross income (AGI) [5] $251,673,000
Number of returns with total income 2,890
Salaries and wages amount $255,839,000
Number of returns with salaries and wages 2,500
Salaries and wages amount $199,178
Number of returns with taxable interest 1,450
Taxable interest amount $1,474
Number of returns with ordinary dividends 880
Ordinary dividends amount $3,099,000
Number of returns with qualified dividends 830
Qualified dividends amount [6] $2,277
Number of returns with state and local income tax refunds 1,230
State and local income tax refunds amount $1,673
Number of returns with business or professional net income (less loss) 530
Business or professional net income (less loss) amount $8,411,000
Number of returns with net capital gain (less loss) 810
Net capital gain (less loss) amount $3,680,000
Number of returns with taxable individual retirement arrangements distributions 340
Taxable individual retirement arrangements distributions amount $6,132,000
Number of returns with taxable pensions and annuities 550
Taxable pensions and annuities amount $19,916,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $205,000
Number of returns with taxable Social Security benefits 480
Taxable Social Security benefits amount $9,149,000
Number of returns with partnership/S-corp net income (less loss) 200
Partnership/S-corp net income (less loss) amount $2,779,000
Number of returns with total statutory adjustments 830
Total statutory adjustments amount $4,166,000
Number of returns with educator expenses 120
Educator expenses amount $29,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $824,000
Number of returns with self-employment health insurance deduction 100
Self-employment health insurance deduction amount $811,000
Number of returns with IRA payments 140
IRA payments amount $869,000
Number of returns with student loan interest deduction 190
Student loan interest deduction amount $190,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $86,000
Number of returns with itemized deductions 2,030
Total itemized deductions amount $45,707,000
Amount of AGI for itemized returns $177,928,000
Number of returns with State and local income taxes 1,950
State and local income taxes amount $11,561,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $69,000
Number of returns with real estate taxes 1,480
Real estate taxes amount $7,193,000
Number of returns with taxes paid 2,030
Taxes paid amount $19,088,000
Number of returns with mortgage interest paid 1,300
Mortgage interest paid amount $12,035,000
Number of returns with contributions 1,550
Contributions amount $4,466,000
Number of returns with taxable income 2,880
Taxable income amount $173,563,000
Number of returns with income tax before credits 2,870
Income tax before credits amount $27,511,000
Number of returns with alternative minimum tax 40
Alternative minimum tax amount $65,000
Number of returns with total tax credits 1,180
Total tax credits amount $1,585,000
Number of returns with foreign tax credit 310
Foreign tax credit amount $75,000
Number of returns with child and dependent care credit 160
Child and dependent care credit amount $96,000
Number of returns with nonrefundable education credit 220
Nonrefundable education credit amount $310,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 740
Child tax credit amount $1,057,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $26,000
Number of returns with self-employment tax 390
Self-employment tax amount $1,506,000
Number of returns with total tax payments 2,850
Total tax payments amount $32,811,000
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 $43,000
Number of returns with refundable education credit 150
Refundable education credit amount $152,000
Number of returns with income tax 2,840
Income tax amount [10] $25,926,000
Number of returns with tax liability 2,850
Total tax liability amount [11] $27,610,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 740
Tax due at time of filing amount [12] $2,218,000
Number of returns with overpayments refunded 2,080
Overpayments refunded amount [13] $7,026,000
Number of returns with credit to next year’s estimated tax 90
Credited to next year’s estimated tax amount $351,000

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

Number of returns 7,280
Number of single returns 1,520
Number of joint returns 5,150
Number of head of household returns 460
Number of returns with paid preparer's signature 3,280
Number of exemptions 18,600
Number of dependents 6,170
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] 340
Number of elderly returns [4] 2,250
Adjust gross income (AGI) [5] $1,045,921,000
Number of returns with total income 7,280
Salaries and wages amount $1,060,906,000
Number of returns with salaries and wages 6,440
Salaries and wages amount $810,201
Number of returns with taxable interest 5,040
Taxable interest amount $5,834
Number of returns with ordinary dividends 3,460
Ordinary dividends amount $18,973,000
Number of returns with qualified dividends 3,250
Qualified dividends amount [6] $14,179
Number of returns with state and local income tax refunds 4,160
State and local income tax refunds amount $6,757
Number of returns with business or professional net income (less loss) 1,620
Business or professional net income (less loss) amount $35,773,000
Number of returns with net capital gain (less loss) 3,200
Net capital gain (less loss) amount $21,751,000
Number of returns with taxable individual retirement arrangements distributions 1,150
Taxable individual retirement arrangements distributions amount $27,598,000
Number of returns with taxable pensions and annuities 1,650
Taxable pensions and annuities amount $83,798,000
Number of farm returns 0
Number of returns with unemployment compensation 150
Unemployment compensation amount [7] $832,000
Number of returns with taxable Social Security benefits 1,300
Taxable Social Security benefits amount $31,514,000
Number of returns with partnership/S-corp net income (less loss) 760
Partnership/S-corp net income (less loss) amount $14,796,000
Number of returns with total statutory adjustments 2,390
Total statutory adjustments amount $14,985,000
Number of returns with educator expenses 360
Educator expenses amount $94,000
Number of returns with self-employment retirement plans 220
Self-employment retirement plans amount $4,061,000
Number of returns with self-employment health insurance deduction 330
Self-employment health insurance deduction amount $2,784,000
Number of returns with IRA payments 340
IRA payments amount $2,057,000
Number of returns with student loan interest deduction 460
Student loan interest deduction amount $540,000
Number of returns with tuition and fees deduction 130
Tuition and fees deduction amount $233,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 6,510
Total itemized deductions amount $195,366,000
Amount of AGI for itemized returns $948,187,000
Number of returns with State and local income taxes 6,350
State and local income taxes amount $64,287,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $98,000
Number of returns with real estate taxes 5,600
Real estate taxes amount $34,258,000
Number of returns with taxes paid 6,510
Taxes paid amount $99,903,000
Number of returns with mortgage interest paid 4,890
Mortgage interest paid amount $55,807,000
Number of returns with contributions 5,460
Contributions amount $18,998,000
Number of returns with taxable income 7,270
Taxable income amount $766,331,000
Number of returns with income tax before credits 7,260
Income tax before credits amount $137,486,000
Number of returns with alternative minimum tax 470
Alternative minimum tax amount $958,000
Number of returns with total tax credits 3,220
Total tax credits amount $3,226,000
Number of returns with foreign tax credit 1,330
Foreign tax credit amount $409,000
Number of returns with child and dependent care credit 840
Child and dependent care credit amount $447,000
Number of returns with nonrefundable education credit 500
Nonrefundable education credit amount $690,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 1,040
Child tax credit amount $1,189,000
Number of returns with residential energy tax credit 170
Residential energy tax credit amount $145,000
Number of returns with self-employment tax 1,190
Self-employment tax amount $5,674,000
Number of returns with total tax payments 7,240
Total tax payments amount $153,307,000
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 430
Refundable education credit amount $404,000
Number of returns with income tax 7,250
Income tax amount [10] $134,259,000
Number of returns with tax liability 7,260
Total tax liability amount [11] $140,574,000
Number of returns with net investment income tax 70
Net investment income tax $23,000
Number of returns with tax due at time of filing 2,510
Tax due at time of filing amount [12] $11,054,000
Number of returns with overpayments refunded 4,520
Overpayments refunded amount [13] $21,739,000
Number of returns with credit to next year’s estimated tax 340
Credited to next year’s estimated tax amount $1,856,000

Adjusted Gross Income: $200,000 or more

Number of returns 4,930
Number of single returns 300
Number of joint returns 4,450
Number of head of household returns 140
Number of returns with paid preparer's signature 2,690
Number of exemptions 15,040
Number of dependents 5,670
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 80
Number of elderly returns [4] 1,450
Adjust gross income (AGI) [5] $1,854,605,000
Number of returns with total income 4,930
Salaries and wages amount $1,888,429,000
Number of returns with salaries and wages 4,570
Salaries and wages amount $1,278,307
Number of returns with taxable interest 4,300
Taxable interest amount $9,123
Number of returns with ordinary dividends 3,500
Ordinary dividends amount $45,395,000
Number of returns with qualified dividends 3,370
Qualified dividends amount [6] $35,384
Number of returns with state and local income tax refunds 2,510
State and local income tax refunds amount $8,953
Number of returns with business or professional net income (less loss) 1,260
Business or professional net income (less loss) amount $84,174,000
Number of returns with net capital gain (less loss) 3,320
Net capital gain (less loss) amount $140,515,000
Number of returns with taxable individual retirement arrangements distributions 830
Taxable individual retirement arrangements distributions amount $32,792,000
Number of returns with taxable pensions and annuities 990
Taxable pensions and annuities amount $58,406,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $383,000
Number of returns with taxable Social Security benefits 650
Taxable Social Security benefits amount $18,548,000
Number of returns with partnership/S-corp net income (less loss) 1,170
Partnership/S-corp net income (less loss) amount $191,342,000
Number of returns with total statutory adjustments 1,650
Total statutory adjustments amount $33,824,000
Number of returns with educator expenses 170
Educator expenses amount $41,000
Number of returns with self-employment retirement plans 430
Self-employment retirement plans amount $14,610,000
Number of returns with self-employment health insurance deduction 420
Self-employment health insurance deduction amount $6,039,000
Number of returns with IRA payments 70
IRA payments amount $654,000
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 $1,443,000
Number of returns with itemized deductions 4,900
Total itemized deductions amount $284,369,000
Amount of AGI for itemized returns $1,845,362,000
Number of returns with State and local income taxes 4,850
State and local income taxes amount $145,638,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $67,000
Number of returns with real estate taxes 4,630
Real estate taxes amount $38,778,000
Number of returns with taxes paid 4,900
Taxes paid amount $185,729,000
Number of returns with mortgage interest paid 4,030
Mortgage interest paid amount $59,910,000
Number of returns with contributions 4,440
Contributions amount $32,506,000
Number of returns with taxable income 4,920
Taxable income amount $1,525,531,000
Number of returns with income tax before credits 4,920
Income tax before credits amount $406,039,000
Number of returns with alternative minimum tax 3,670
Alternative minimum tax amount $22,875,000
Number of returns with total tax credits 2,480
Total tax credits amount $4,020,000
Number of returns with foreign tax credit 1,780
Foreign tax credit amount $2,646,000
Number of returns with child and dependent care credit 780
Child and dependent care credit amount $380,000
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 130
Residential energy tax credit amount $283,000
Number of returns with self-employment tax 1,150
Self-employment tax amount $12,322,000
Number of returns with total tax payments 4,900
Total tax payments amount $412,484,000
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 4,920
Income tax amount [10] $402,020,000
Number of returns with tax liability 4,930
Total tax liability amount [11] $424,362,000
Number of returns with net investment income tax 2,740
Net investment income tax $4,742,000
Number of returns with tax due at time of filing 2,630
Tax due at time of filing amount [12] $43,355,000
Number of returns with overpayments refunded 1,850
Overpayments refunded amount [13] $15,422,000
Number of returns with credit to next year’s estimated tax 520
Credited to next year’s estimated tax amount $15,638,000

[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.