Zip Code Database List
1-800-425-1169
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

Share |

ZIP Code 21811 Income Tax Stats

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

ZIP Code 21811 Data

Zip Code:21811
City:Berlin
State:MD [Maryland]
Counties: WORCESTER, MD
City Alias(es):Berlin
Area Code:410 / 443 / 667
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


21811 Income Tax Overview

Total Number of Tax Returns for ZIP Code 21811 [1] 12,080
Total Number of Single Tax Returns for ZIP Code 21811 4,500
Total Number of Joint Tax Returns for ZIP Code 21811 4,900
Total Number of Dependents for ZIP Code 21811 5,170
Total Adjusted Gross Income for ZIP Code 21811 $855,498,000
Average Income per Person for ZIP Code 21811 $37,938
Average Income per Household for ZIP Code 21811 $70,819

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 4,000
Number of single returns 2,850
Number of joint returns 500
Number of head of household returns 550
Number of returns with paid preparer's signature 1,660
Number of exemptions 4,910
Number of dependents 1,210
Total number of volunteer prepared returns [5] 260
Number of volunteer income tax assistance (VITA) prepared returns [3] 40
Number of tax counseling for the elderly (TCE) prepared returns [3] 220
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 500
Number of elderly returns [4] 1,140
Adjust gross income (AGI) [5] $50,144,000
Number of returns with total income 4,000
Salaries and wages amount $51,117,000
Number of returns with salaries and wages 2,940
Salaries and wages amount $34,031
Number of returns with taxable interest 770
Taxable interest amount $573
Number of returns with ordinary dividends 520
Ordinary dividends amount $843,000
Number of returns with qualified dividends 490
Qualified dividends amount [6] $594
Number of returns with state and local income tax refunds 120
State and local income tax refunds amount $107
Number of returns with business or professional net income (less loss) 590
Business or professional net income (less loss) amount $4,624,000
Number of returns with net capital gain (less loss) 400
Net capital gain (less loss) amount $292,000
Number of returns with taxable individual retirement arrangements distributions 380
Taxable individual retirement arrangements distributions amount $2,595,000
Number of returns with taxable pensions and annuities 660
Taxable pensions and annuities amount $6,141,000
Number of farm returns 0
Number of returns with unemployment compensation 340
Unemployment compensation amount [7] $1,326,000
Number of returns with taxable Social Security benefits 340
Taxable Social Security benefits amount $698,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount ($86,000)
Number of returns with total statutory adjustments 670
Total statutory adjustments amount $973,000
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 70
Self-employment health insurance deduction amount $268,000
Number of returns with IRA payments 20
IRA payments amount $81,000
Number of returns with student loan interest deduction 110
Student loan interest deduction amount $89,000
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 410
Total itemized deductions amount $6,378,000
Amount of AGI for itemized returns $6,331,000
Number of returns with State and local income taxes 210
State and local income taxes amount $277,000
Number of returns with State and local general sales tax 160
State and local general sales tax amount $84,000
Number of returns with real estate taxes 320
Real estate taxes amount $826,000
Number of returns with taxes paid 400
Taxes paid amount $1,219,000
Number of returns with mortgage interest paid 250
Mortgage interest paid amount $1,761,000
Number of returns with contributions 300
Contributions amount $507,000
Number of returns with taxable income 1,780
Taxable income amount $10,418,000
Number of returns with income tax before credits 1,760
Income tax before credits amount $1,093,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 390
Total tax credits amount $128,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $10,000
Number of returns with nonrefundable education credit 90
Nonrefundable education credit amount $53,000
Number of returns with retirement savings contribution credit 140
Retirement savings contribution credit amount $21,000
Number of returns with child tax credit 120
Child tax credit amount $37,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 520
Self-employment tax amount $747,000
Number of returns with total tax payments 3,510
Total tax payments amount $6,947,000
Number of returns with earned income credit 1,110
Earned income credit amount [8] $2,570,000
Number of returns with excess earned income credit 920
Excess earned income credit (refundable) amount [9] $2,216,000
Number of returns with additional child tax credit 580
Additional child tax credit amount $694,000
Number of returns with refundable education credit 120
Refundable education credit amount $94,000
Number of returns with income tax 1,520
Income tax amount [10] $965,000
Number of returns with tax liability 1,940
Total tax liability amount [11] $1,791,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 450
Tax due at time of filing amount [12] $384,000
Number of returns with overpayments refunded 3,210
Overpayments refunded amount [13] $5,454,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $44,000

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

Number of returns 2,680
Number of single returns 1,460
Number of joint returns 670
Number of head of household returns 420
Number of returns with paid preparer's signature 1,250
Number of exemptions 4,430
Number of dependents 1,100
Total number of volunteer prepared returns [5] 90
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 90
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 340
Number of elderly returns [4] 940
Adjust gross income (AGI) [5] $97,158,000
Number of returns with total income 2,680
Salaries and wages amount $98,845,000
Number of returns with salaries and wages 2,030
Salaries and wages amount $65,015
Number of returns with taxable interest 820
Taxable interest amount $753
Number of returns with ordinary dividends 490
Ordinary dividends amount $1,451,000
Number of returns with qualified dividends 460
Qualified dividends amount [6] $1,060
Number of returns with state and local income tax refunds 340
State and local income tax refunds amount $267
Number of returns with business or professional net income (less loss) 340
Business or professional net income (less loss) amount $3,965,000
Number of returns with net capital gain (less loss) 400
Net capital gain (less loss) amount $1,076,000
Number of returns with taxable individual retirement arrangements distributions 440
Taxable individual retirement arrangements distributions amount $4,455,000
Number of returns with taxable pensions and annuities 700
Taxable pensions and annuities amount $12,962,000
Number of farm returns 0
Number of returns with unemployment compensation 270
Unemployment compensation amount [7] $1,474,000
Number of returns with taxable Social Security benefits 790
Taxable Social Security benefits amount $5,736,000
Number of returns with partnership/S-corp net income (less loss) 130
Partnership/S-corp net income (less loss) amount $1,137,000
Number of returns with total statutory adjustments 630
Total statutory adjustments amount $1,687,000
Number of returns with educator expenses 60
Educator expenses amount $14,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $283,000
Number of returns with self-employment health insurance deduction 100
Self-employment health insurance deduction amount $435,000
Number of returns with IRA payments 70
IRA payments amount $306,000
Number of returns with student loan interest deduction 250
Student loan interest deduction amount $269,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $88,000
Returns with domestic production activities deduction 20
Domestic production activities deduction amount $56,000
Number of returns with itemized deductions 770
Total itemized deductions amount $12,456,000
Amount of AGI for itemized returns $29,644,000
Number of returns with State and local income taxes 610
State and local income taxes amount $1,287,000
Number of returns with State and local general sales tax 140
State and local general sales tax amount $107,000
Number of returns with real estate taxes 630
Real estate taxes amount $1,535,000
Number of returns with taxes paid 770
Taxes paid amount $3,028,000
Number of returns with mortgage interest paid 530
Mortgage interest paid amount $3,288,000
Number of returns with contributions 590
Contributions amount $1,302,000
Number of returns with taxable income 2,570
Taxable income amount $50,972,000
Number of returns with income tax before credits 2,540
Income tax before credits amount $6,200,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 850
Total tax credits amount $664,000
Number of returns with foreign tax credit 100
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 120
Child and dependent care credit amount $73,000
Number of returns with nonrefundable education credit 160
Nonrefundable education credit amount $149,000
Number of returns with retirement savings contribution credit 270
Retirement savings contribution credit amount $46,000
Number of returns with child tax credit 410
Child tax credit amount $372,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $10,000
Number of returns with self-employment tax 260
Self-employment tax amount $727,000
Number of returns with total tax payments 2,560
Total tax payments amount $10,206,000
Number of returns with earned income credit 430
Earned income credit amount [8] $869,000
Number of returns with excess earned income credit 330
Excess earned income credit (refundable) amount [9] $679,000
Number of returns with additional child tax credit 290
Additional child tax credit amount $390,000
Number of returns with refundable education credit 100
Refundable education credit amount $85,000
Number of returns with income tax 2,260
Income tax amount [10] $5,536,000
Number of returns with tax liability 2,340
Total tax liability amount [11] $6,359,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 580
Tax due at time of filing amount [12] $905,000
Number of returns with overpayments refunded 2,020
Overpayments refunded amount [13] $4,559,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $143,000

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

Number of returns 1,740
Number of single returns 680
Number of joint returns 850
Number of head of household returns 170
Number of returns with paid preparer's signature 1,020
Number of exemptions 3,380
Number of dependents 790
Total number of volunteer prepared returns [5] 50
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 50
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 160
Number of elderly returns [4] 830
Adjust gross income (AGI) [5] $108,134,000
Number of returns with total income 1,740
Salaries and wages amount $109,947,000
Number of returns with salaries and wages 1,240
Salaries and wages amount $62,481
Number of returns with taxable interest 810
Taxable interest amount $921
Number of returns with ordinary dividends 530
Ordinary dividends amount $1,948,000
Number of returns with qualified dividends 500
Qualified dividends amount [6] $1,396
Number of returns with state and local income tax refunds 570
State and local income tax refunds amount $666
Number of returns with business or professional net income (less loss) 320
Business or professional net income (less loss) amount $3,626,000
Number of returns with net capital gain (less loss) 440
Net capital gain (less loss) amount $1,497,000
Number of returns with taxable individual retirement arrangements distributions 430
Taxable individual retirement arrangements distributions amount $5,932,000
Number of returns with taxable pensions and annuities 680
Taxable pensions and annuities amount $19,428,000
Number of farm returns 40
Number of returns with unemployment compensation 120
Unemployment compensation amount [7] $603,000
Number of returns with taxable Social Security benefits 710
Taxable Social Security benefits amount $11,294,000
Number of returns with partnership/S-corp net income (less loss) 140
Partnership/S-corp net income (less loss) amount $1,266,000
Number of returns with total statutory adjustments 540
Total statutory adjustments amount $1,813,000
Number of returns with educator expenses 80
Educator expenses amount $20,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 100
Self-employment health insurance deduction amount $562,000
Number of returns with IRA payments 60
IRA payments amount $281,000
Number of returns with student loan interest deduction 170
Student loan interest deduction amount $196,000
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 880
Total itemized deductions amount $16,377,000
Amount of AGI for itemized returns $55,624,000
Number of returns with State and local income taxes 800
State and local income taxes amount $2,651,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $67,000
Number of returns with real estate taxes 800
Real estate taxes amount $2,264,000
Number of returns with taxes paid 880
Taxes paid amount $5,032,000
Number of returns with mortgage interest paid 680
Mortgage interest paid amount $4,676,000
Number of returns with contributions 710
Contributions amount $1,796,000
Number of returns with taxable income 1,730
Taxable income amount $68,874,000
Number of returns with income tax before credits 1,730
Income tax before credits amount $9,407,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 640
Total tax credits amount $765,000
Number of returns with foreign tax credit 150
Foreign tax credit amount $9,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $56,000
Number of returns with nonrefundable education credit 110
Nonrefundable education credit amount $127,000
Number of returns with retirement savings contribution credit 80
Retirement savings contribution credit amount $12,000
Number of returns with child tax credit 350
Child tax credit amount $509,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $46,000
Number of returns with self-employment tax 240
Self-employment tax amount $687,000
Number of returns with total tax payments 1,710
Total tax payments amount $11,591,000
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 50
Additional child tax credit amount $63,000
Number of returns with refundable education credit 70
Refundable education credit amount $64,000
Number of returns with income tax 1,680
Income tax amount [10] $8,642,000
Number of returns with tax liability 1,700
Total tax liability amount [11] $9,471,000
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] $1,126,000
Number of returns with overpayments refunded 1,180
Overpayments refunded amount [13] $3,113,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $119,000

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

Number of returns 1,220
Number of single returns 290
Number of joint returns 850
Number of head of household returns 60
Number of returns with paid preparer's signature 760
Number of exemptions 2,620
Number of dependents 550
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] 60
Number of elderly returns [4] 680
Adjust gross income (AGI) [5] $106,160,000
Number of returns with total income 1,220
Salaries and wages amount $107,704,000
Number of returns with salaries and wages 850
Salaries and wages amount $54,985
Number of returns with taxable interest 710
Taxable interest amount $764
Number of returns with ordinary dividends 470
Ordinary dividends amount $2,044,000
Number of returns with qualified dividends 440
Qualified dividends amount [6] $1,487
Number of returns with state and local income tax refunds 560
State and local income tax refunds amount $672
Number of returns with business or professional net income (less loss) 230
Business or professional net income (less loss) amount $3,302,000
Number of returns with net capital gain (less loss) 400
Net capital gain (less loss) amount $1,700,000
Number of returns with taxable individual retirement arrangements distributions 400
Taxable individual retirement arrangements distributions amount $7,176,000
Number of returns with taxable pensions and annuities 570
Taxable pensions and annuities amount $21,953,000
Number of farm returns 0
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $427,000
Number of returns with taxable Social Security benefits 560
Taxable Social Security benefits amount $12,129,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $2,088,000
Number of returns with total statutory adjustments 380
Total statutory adjustments amount $1,544,000
Number of returns with educator expenses 60
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 60
Self-employment health insurance deduction amount $477,000
Number of returns with IRA payments 50
IRA payments amount $312,000
Number of returns with student loan interest deduction 110
Student loan interest deduction amount $132,000
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 810
Total itemized deductions amount $17,144,000
Amount of AGI for itemized returns $70,785,000
Number of returns with State and local income taxes 760
State and local income taxes amount $3,472,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $58,000
Number of returns with real estate taxes 760
Real estate taxes amount $2,358,000
Number of returns with taxes paid 810
Taxes paid amount $5,959,000
Number of returns with mortgage interest paid 670
Mortgage interest paid amount $5,014,000
Number of returns with contributions 690
Contributions amount $1,891,000
Number of returns with taxable income 1,220
Taxable income amount $73,276,000
Number of returns with income tax before credits 1,220
Income tax before credits amount $10,586,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 440
Total tax credits amount $584,000
Number of returns with foreign tax credit 160
Foreign tax credit amount $10,000
Number of returns with child and dependent care credit 80
Child and dependent care credit amount $48,000
Number of returns with nonrefundable education credit 80
Nonrefundable education credit amount $90,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 240
Child tax credit amount $383,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 170
Self-employment tax amount $577,000
Number of returns with total tax payments 1,210
Total tax payments amount $12,125,000
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 50
Refundable education credit amount $39,000
Number of returns with income tax 1,210
Income tax amount [10] $10,002,000
Number of returns with tax liability 1,210
Total tax liability amount [11] $10,669,000
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] $1,148,000
Number of returns with overpayments refunded 780
Overpayments refunded amount [13] $2,328,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $256,000

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

Number of returns 1,890
Number of single returns 250
Number of joint returns 1,570
Number of head of household returns 60
Number of returns with paid preparer's signature 1,220
Number of exemptions 4,580
Number of dependents 1,110
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] 100
Number of elderly returns [4] 1,020
Adjust gross income (AGI) [5] $255,025,000
Number of returns with total income 1,890
Salaries and wages amount $258,801,000
Number of returns with salaries and wages 1,400
Salaries and wages amount $138,521
Number of returns with taxable interest 1,260
Taxable interest amount $1,875
Number of returns with ordinary dividends 870
Ordinary dividends amount $5,447,000
Number of returns with qualified dividends 830
Qualified dividends amount [6] $4,067
Number of returns with state and local income tax refunds 1,060
State and local income tax refunds amount $1,681
Number of returns with business or professional net income (less loss) 330
Business or professional net income (less loss) amount $7,473,000
Number of returns with net capital gain (less loss) 790
Net capital gain (less loss) amount $7,873,000
Number of returns with taxable individual retirement arrangements distributions 620
Taxable individual retirement arrangements distributions amount $18,046,000
Number of returns with taxable pensions and annuities 880
Taxable pensions and annuities amount $45,021,000
Number of farm returns 20
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $412,000
Number of returns with taxable Social Security benefits 830
Taxable Social Security benefits amount $20,694,000
Number of returns with partnership/S-corp net income (less loss) 290
Partnership/S-corp net income (less loss) amount $10,068,000
Number of returns with total statutory adjustments 650
Total statutory adjustments amount $3,776,000
Number of returns with educator expenses 140
Educator expenses amount $39,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $505,000
Number of returns with self-employment health insurance deduction 120
Self-employment health insurance deduction amount $1,146,000
Number of returns with IRA payments 90
IRA payments amount $631,000
Number of returns with student loan interest deduction 180
Student loan interest deduction amount $212,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $38,000
Returns with domestic production activities deduction 20
Domestic production activities deduction amount $99,000
Number of returns with itemized deductions 1,540
Total itemized deductions amount $41,229,000
Amount of AGI for itemized returns $211,661,000
Number of returns with State and local income taxes 1,510
State and local income taxes amount $11,696,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $66,000
Number of returns with real estate taxes 1,470
Real estate taxes amount $5,701,000
Number of returns with taxes paid 1,540
Taxes paid amount $17,541,000
Number of returns with mortgage interest paid 1,290
Mortgage interest paid amount $12,142,000
Number of returns with contributions 1,370
Contributions amount $5,080,000
Number of returns with taxable income 1,890
Taxable income amount $190,590,000
Number of returns with income tax before credits 1,880
Income tax before credits amount $32,086,000
Number of returns with alternative minimum tax 50
Alternative minimum tax amount $102,000
Number of returns with total tax credits 750
Total tax credits amount $844,000
Number of returns with foreign tax credit 330
Foreign tax credit amount $35,000
Number of returns with child and dependent care credit 150
Child and dependent care credit amount $98,000
Number of returns with nonrefundable education credit 130
Nonrefundable education credit amount $190,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 250
Child tax credit amount $339,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $113,000
Number of returns with self-employment tax 260
Self-employment tax amount $1,268,000
Number of returns with total tax payments 1,870
Total tax payments amount $34,318,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 110
Refundable education credit amount $113,000
Number of returns with income tax 1,880
Income tax amount [10] $31,242,000
Number of returns with tax liability 1,880
Total tax liability amount [11] $32,699,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 730
Tax due at time of filing amount [12] $3,699,000
Number of returns with overpayments refunded 1,060
Overpayments refunded amount [13] $4,537,000
Number of returns with credit to next year’s estimated tax 130
Credited to next year’s estimated tax amount $703,000

Adjusted Gross Income: $200,000 or more

Number of returns 550
Number of single returns 60
Number of joint returns 460
Number of head of household returns 0
Number of returns with paid preparer's signature 440
Number of exemptions 1,420
Number of dependents 410
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] 250
Adjust gross income (AGI) [5] $238,877,000
Number of returns with total income 550
Salaries and wages amount $242,969,000
Number of returns with salaries and wages 460
Salaries and wages amount $128,059
Number of returns with taxable interest 470
Taxable interest amount $2,158
Number of returns with ordinary dividends 360
Ordinary dividends amount $7,802,000
Number of returns with qualified dividends 340
Qualified dividends amount [6] $6,310
Number of returns with state and local income tax refunds 260
State and local income tax refunds amount $1,156
Number of returns with business or professional net income (less loss) 150
Business or professional net income (less loss) amount $8,455,000
Number of returns with net capital gain (less loss) 330
Net capital gain (less loss) amount $26,979,000
Number of returns with taxable individual retirement arrangements distributions 140
Taxable individual retirement arrangements distributions amount $8,104,000
Number of returns with taxable pensions and annuities 180
Taxable pensions and annuities amount $12,576,000
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 160
Taxable Social Security benefits amount $4,178,000
Number of returns with partnership/S-corp net income (less loss) 230
Partnership/S-corp net income (less loss) amount $36,088,000
Number of returns with total statutory adjustments 250
Total statutory adjustments amount $4,092,000
Number of returns with educator expenses 20
Educator expenses amount $5,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $804,000
Number of returns with self-employment health insurance deduction 110
Self-employment health insurance deduction amount $1,487,000
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 20
Domestic production activities deduction amount $394,000
Number of returns with itemized deductions 530
Total itemized deductions amount $33,027,000
Amount of AGI for itemized returns $234,720,000
Number of returns with State and local income taxes 520
State and local income taxes amount $16,928,000
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 510
Real estate taxes amount $3,171,000
Number of returns with taxes paid 530
Taxes paid amount $20,252,000
Number of returns with mortgage interest paid 420
Mortgage interest paid amount $5,693,000
Number of returns with contributions 490
Contributions amount $5,416,000
Number of returns with taxable income 540
Taxable income amount $202,065,000
Number of returns with income tax before credits 550
Income tax before credits amount $55,163,000
Number of returns with alternative minimum tax 300
Alternative minimum tax amount $2,085,000
Number of returns with total tax credits 220
Total tax credits amount $445,000
Number of returns with foreign tax credit 170
Foreign tax credit amount $58,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $20,000
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 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 150
Self-employment tax amount $1,115,000
Number of returns with total tax payments 540
Total tax payments amount $53,933,000
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 550
Income tax amount [10] $54,719,000
Number of returns with tax liability 550
Total tax liability amount [11] $57,163,000
Number of returns with net investment income tax 300
Net investment income tax $667,000
Number of returns with tax due at time of filing 300
Tax due at time of filing amount [12] $7,612,000
Number of returns with overpayments refunded 180
Overpayments refunded amount [13] $2,071,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $2,252,000

[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.