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ZIP Code Database - Facts & Stats

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ZIP Code 22003 Income Tax Stats

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

ZIP Code 22003 Data

Zip Code:22003
City:Annandale
State:VA [Virginia]
Counties: FAIRFAX, VA
City Alias(es):Annandale
Area Code:703
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


22003 Income Tax Overview

Total Number of Tax Returns for ZIP Code 22003 [1] 27,540
Total Number of Single Tax Returns for ZIP Code 22003 8,450
Total Number of Joint Tax Returns for ZIP Code 22003 10,860
Total Number of Dependents for ZIP Code 22003 16,640
Total Adjusted Gross Income for ZIP Code 22003 $2,398,242,000
Average Income per Person for ZIP Code 22003 $42,833
Average Income per Household for ZIP Code 22003 $87,082

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 8,280
Number of single returns 6,050
Number of joint returns 990
Number of head of household returns 1,040
Number of returns with paid preparer's signature 4,790
Number of exemptions 10,670
Number of dependents 3,140
Total number of volunteer prepared returns [5] 280
Number of volunteer income tax assistance (VITA) prepared returns [3] 150
Number of tax counseling for the elderly (TCE) prepared returns [3] 130
Number of volunteer prepared returns with Earned Income Credit 80
Number of refund anticipation check returns [3] 520
Number of elderly returns [4] 1,240
Adjust gross income (AGI) [5] $99,502,000
Number of returns with total income 8,280
Salaries and wages amount $102,516,000
Number of returns with salaries and wages 5,780
Salaries and wages amount $70,712
Number of returns with taxable interest 1,000
Taxable interest amount $471
Number of returns with ordinary dividends 590
Ordinary dividends amount $1,052,000
Number of returns with qualified dividends 530
Qualified dividends amount [6] $717
Number of returns with state and local income tax refunds 280
State and local income tax refunds amount $186
Number of returns with business or professional net income (less loss) 2,880
Business or professional net income (less loss) amount $25,143,000
Number of returns with net capital gain (less loss) 520
Net capital gain (less loss) amount $621,000
Number of returns with taxable individual retirement arrangements distributions 220
Taxable individual retirement arrangements distributions amount $1,423,000
Number of returns with taxable pensions and annuities 420
Taxable pensions and annuities amount $3,437,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $276,000
Number of returns with taxable Social Security benefits 170
Taxable Social Security benefits amount $440,000
Number of returns with partnership/S-corp net income (less loss) 130
Partnership/S-corp net income (less loss) amount $99,000
Number of returns with total statutory adjustments 2,910
Total statutory adjustments amount $3,014,000
Number of returns with educator expenses 20
Educator expenses amount $4,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 140
Self-employment health insurance deduction amount $321,000
Number of returns with IRA payments 50
IRA payments amount $172,000
Number of returns with student loan interest deduction 210
Student loan interest deduction amount $223,000
Number of returns with tuition and fees deduction 90
Tuition and fees deduction amount $282,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 670
Total itemized deductions amount $10,155,000
Amount of AGI for itemized returns $10,942,000
Number of returns with State and local income taxes 400
State and local income taxes amount $352,000
Number of returns with State and local general sales tax 180
State and local general sales tax amount $74,000
Number of returns with real estate taxes 350
Real estate taxes amount $1,723,000
Number of returns with taxes paid 640
Taxes paid amount $2,314,000
Number of returns with mortgage interest paid 290
Mortgage interest paid amount $2,644,000
Number of returns with contributions 360
Contributions amount $562,000
Number of returns with taxable income 3,540
Taxable income amount $20,434,000
Number of returns with income tax before credits 3,570
Income tax before credits amount $2,234,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 930
Total tax credits amount $349,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $3,000
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 370
Nonrefundable education credit amount $218,000
Number of returns with retirement savings contribution credit 270
Retirement savings contribution credit amount $44,000
Number of returns with child tax credit 220
Child tax credit amount $70,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $9,000
Number of returns with self-employment tax 2,620
Self-employment tax amount $3,766,000
Number of returns with total tax payments 7,050
Total tax payments amount $14,413,000
Number of returns with earned income credit 2,640
Earned income credit amount [8] $5,906,000
Number of returns with excess earned income credit 1,880
Excess earned income credit (refundable) amount [9] $4,225,000
Number of returns with additional child tax credit 1,400
Additional child tax credit amount $1,874,000
Number of returns with refundable education credit 450
Refundable education credit amount $399,000
Number of returns with income tax 2,970
Income tax amount [10] $1,885,000
Number of returns with tax liability 5,030
Total tax liability amount [11] $5,864,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,930
Tax due at time of filing amount [12] $2,075,000
Number of returns with overpayments refunded 5,850
Overpayments refunded amount [13] $10,513,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $40,000

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

Number of returns 5,490
Number of single returns 3,090
Number of joint returns 1,400
Number of head of household returns 800
Number of returns with paid preparer's signature 3,170
Number of exemptions 9,950
Number of dependents 3,110
Total number of volunteer prepared returns [5] 190
Number of volunteer income tax assistance (VITA) prepared returns [3] 100
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] 520
Number of elderly returns [4] 1,020
Adjust gross income (AGI) [5] $200,362,000
Number of returns with total income 5,490
Salaries and wages amount $203,872,000
Number of returns with salaries and wages 4,760
Salaries and wages amount $163,787
Number of returns with taxable interest 940
Taxable interest amount $708
Number of returns with ordinary dividends 510
Ordinary dividends amount $1,407,000
Number of returns with qualified dividends 480
Qualified dividends amount [6] $1,005
Number of returns with state and local income tax refunds 840
State and local income tax refunds amount $610
Number of returns with business or professional net income (less loss) 1,250
Business or professional net income (less loss) amount $16,803,000
Number of returns with net capital gain (less loss) 470
Net capital gain (less loss) amount $1,076,000
Number of returns with taxable individual retirement arrangements distributions 230
Taxable individual retirement arrangements distributions amount $2,443,000
Number of returns with taxable pensions and annuities 550
Taxable pensions and annuities amount $9,731,000
Number of farm returns 0
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $397,000
Number of returns with taxable Social Security benefits 570
Taxable Social Security benefits amount $3,876,000
Number of returns with partnership/S-corp net income (less loss) 220
Partnership/S-corp net income (less loss) amount $2,258,000
Number of returns with total statutory adjustments 1,650
Total statutory adjustments amount $3,510,000
Number of returns with educator expenses 80
Educator expenses amount $19,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 150
Self-employment health insurance deduction amount $529,000
Number of returns with IRA payments 140
IRA payments amount $681,000
Number of returns with student loan interest deduction 450
Student loan interest deduction amount $500,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $75,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,680
Total itemized deductions amount $30,276,000
Amount of AGI for itemized returns $63,774,000
Number of returns with State and local income taxes 1,430
State and local income taxes amount $2,519,000
Number of returns with State and local general sales tax 180
State and local general sales tax amount $128,000
Number of returns with real estate taxes 850
Real estate taxes amount $4,087,000
Number of returns with taxes paid 1,660
Taxes paid amount $7,177,000
Number of returns with mortgage interest paid 730
Mortgage interest paid amount $6,811,000
Number of returns with contributions 1,170
Contributions amount $2,593,000
Number of returns with taxable income 5,150
Taxable income amount $99,976,000
Number of returns with income tax before credits 5,170
Income tax before credits amount $12,768,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,970
Total tax credits amount $1,718,000
Number of returns with foreign tax credit 120
Foreign tax credit amount $13,000
Number of returns with child and dependent care credit 180
Child and dependent care credit amount $107,000
Number of returns with nonrefundable education credit 530
Nonrefundable education credit amount $547,000
Number of returns with retirement savings contribution credit 550
Retirement savings contribution credit amount $116,000
Number of returns with child tax credit 1,020
Child tax credit amount $921,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 1,030
Self-employment tax amount $2,725,000
Number of returns with total tax payments 5,240
Total tax payments amount $22,142,000
Number of returns with earned income credit 1,070
Earned income credit amount [8] $2,405,000
Number of returns with excess earned income credit 790
Excess earned income credit (refundable) amount [9] $1,578,000
Number of returns with additional child tax credit 890
Additional child tax credit amount $1,276,000
Number of returns with refundable education credit 340
Refundable education credit amount $309,000
Number of returns with income tax 4,350
Income tax amount [10] $11,050,000
Number of returns with tax liability 4,790
Total tax liability amount [11] $14,158,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,200
Tax due at time of filing amount [12] $2,716,000
Number of returns with overpayments refunded 4,200
Overpayments refunded amount [13] $10,265,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $154,000

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

Number of returns 3,380
Number of single returns 1,770
Number of joint returns 1,160
Number of head of household returns 340
Number of returns with paid preparer's signature 1,860
Number of exemptions 6,370
Number of dependents 1,840
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] 260
Number of elderly returns [4] 930
Adjust gross income (AGI) [5] $207,973,000
Number of returns with total income 3,380
Salaries and wages amount $210,654,000
Number of returns with salaries and wages 2,850
Salaries and wages amount $161,493
Number of returns with taxable interest 1,090
Taxable interest amount $1,123
Number of returns with ordinary dividends 650
Ordinary dividends amount $2,554,000
Number of returns with qualified dividends 590
Qualified dividends amount [6] $1,863
Number of returns with state and local income tax refunds 990
State and local income tax refunds amount $878
Number of returns with business or professional net income (less loss) 640
Business or professional net income (less loss) amount $8,223,000
Number of returns with net capital gain (less loss) 560
Net capital gain (less loss) amount $1,970,000
Number of returns with taxable individual retirement arrangements distributions 330
Taxable individual retirement arrangements distributions amount $3,949,000
Number of returns with taxable pensions and annuities 630
Taxable pensions and annuities amount $19,579,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $238,000
Number of returns with taxable Social Security benefits 580
Taxable Social Security benefits amount $8,273,000
Number of returns with partnership/S-corp net income (less loss) 160
Partnership/S-corp net income (less loss) amount $2,073,000
Number of returns with total statutory adjustments 1,060
Total statutory adjustments amount $2,681,000
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 90
Self-employment health insurance deduction amount $432,000
Number of returns with IRA payments 100
IRA payments amount $540,000
Number of returns with student loan interest deduction 390
Student loan interest deduction amount $452,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $96,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,650
Total itemized deductions amount $34,895,000
Amount of AGI for itemized returns $102,731,000
Number of returns with State and local income taxes 1,520
State and local income taxes amount $4,171,000
Number of returns with State and local general sales tax 100
State and local general sales tax amount $78,000
Number of returns with real estate taxes 1,200
Real estate taxes amount $5,834,000
Number of returns with taxes paid 1,640
Taxes paid amount $10,693,000
Number of returns with mortgage interest paid 1,010
Mortgage interest paid amount $9,199,000
Number of returns with contributions 1,270
Contributions amount $3,336,000
Number of returns with taxable income 3,340
Taxable income amount $132,281,000
Number of returns with income tax before credits 3,330
Income tax before credits amount $19,253,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,200
Total tax credits amount $1,628,000
Number of returns with foreign tax credit 190
Foreign tax credit amount $49,000
Number of returns with child and dependent care credit 140
Child and dependent care credit amount $93,000
Number of returns with nonrefundable education credit 300
Nonrefundable education credit amount $401,000
Number of returns with retirement savings contribution credit 190
Retirement savings contribution credit amount $34,000
Number of returns with child tax credit 710
Child tax credit amount $1,018,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $9,000
Number of returns with self-employment tax 500
Self-employment tax amount $1,479,000
Number of returns with total tax payments 3,300
Total tax payments amount $23,886,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 150
Additional child tax credit amount $197,000
Number of returns with refundable education credit 220
Refundable education credit amount $208,000
Number of returns with income tax 3,170
Income tax amount [10] $17,624,000
Number of returns with tax liability 3,240
Total tax liability amount [11] $19,458,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 900
Tax due at time of filing amount [12] $2,356,000
Number of returns with overpayments refunded 2,410
Overpayments refunded amount [13] $6,611,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $134,000

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

Number of returns 2,310
Number of single returns 990
Number of joint returns 1,060
Number of head of household returns 190
Number of returns with paid preparer's signature 1,160
Number of exemptions 4,710
Number of dependents 1,340
Total number of volunteer prepared returns [5] 20
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 20
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 150
Number of elderly returns [4] 830
Adjust gross income (AGI) [5] $200,844,000
Number of returns with total income 2,310
Salaries and wages amount $203,208,000
Number of returns with salaries and wages 1,870
Salaries and wages amount $143,009
Number of returns with taxable interest 1,120
Taxable interest amount $1,158
Number of returns with ordinary dividends 770
Ordinary dividends amount $3,995,000
Number of returns with qualified dividends 710
Qualified dividends amount [6] $3,018
Number of returns with state and local income tax refunds 990
State and local income tax refunds amount $974
Number of returns with business or professional net income (less loss) 420
Business or professional net income (less loss) amount $6,537,000
Number of returns with net capital gain (less loss) 670
Net capital gain (less loss) amount $3,158,000
Number of returns with taxable individual retirement arrangements distributions 360
Taxable individual retirement arrangements distributions amount $4,910,000
Number of returns with taxable pensions and annuities 640
Taxable pensions and annuities amount $27,657,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $162,000
Number of returns with taxable Social Security benefits 530
Taxable Social Security benefits amount $9,355,000
Number of returns with partnership/S-corp net income (less loss) 150
Partnership/S-corp net income (less loss) amount $1,975,000
Number of returns with total statutory adjustments 620
Total statutory adjustments amount $2,364,000
Number of returns with educator expenses 70
Educator expenses amount $17,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $513,000
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $463,000
Number of returns with IRA payments 70
IRA payments amount $457,000
Number of returns with student loan interest deduction 130
Student loan interest deduction amount $129,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,560
Total itemized deductions amount $35,874,000
Amount of AGI for itemized returns $136,484,000
Number of returns with State and local income taxes 1,460
State and local income taxes amount $5,894,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $85,000
Number of returns with real estate taxes 1,360
Real estate taxes amount $7,307,000
Number of returns with taxes paid 1,560
Taxes paid amount $13,913,000
Number of returns with mortgage interest paid 1,090
Mortgage interest paid amount $10,631,000
Number of returns with contributions 1,260
Contributions amount $3,870,000
Number of returns with taxable income 2,300
Taxable income amount $138,590,000
Number of returns with income tax before credits 2,290
Income tax before credits amount $21,931,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 890
Total tax credits amount $1,213,000
Number of returns with foreign tax credit 260
Foreign tax credit amount $32,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $62,000
Number of returns with nonrefundable education credit 210
Nonrefundable education credit amount $301,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 510
Child tax credit amount $781,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $24,000
Number of returns with self-employment tax 320
Self-employment tax amount $1,138,000
Number of returns with total tax payments 2,290
Total tax payments amount $25,909,000
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 $35,000
Number of returns with refundable education credit 160
Refundable education credit amount $152,000
Number of returns with income tax 2,270
Income tax amount [10] $20,718,000
Number of returns with tax liability 2,280
Total tax liability amount [11] $21,997,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 640
Tax due at time of filing amount [12] $2,027,000
Number of returns with overpayments refunded 1,620
Overpayments refunded amount [13] $5,703,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $162,000

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

Number of returns 5,100
Number of single returns 1,150
Number of joint returns 3,580
Number of head of household returns 280
Number of returns with paid preparer's signature 2,320
Number of exemptions 12,890
Number of dependents 4,210
Total number of volunteer prepared returns [5] 40
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 40
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 250
Number of elderly returns [4] 1,950
Adjust gross income (AGI) [5] $728,504,000
Number of returns with total income 5,100
Salaries and wages amount $736,255,000
Number of returns with salaries and wages 4,140
Salaries and wages amount $498,319
Number of returns with taxable interest 3,290
Taxable interest amount $4,595
Number of returns with ordinary dividends 2,600
Ordinary dividends amount $16,933,000
Number of returns with qualified dividends 2,460
Qualified dividends amount [6] $12,811
Number of returns with state and local income tax refunds 2,900
State and local income tax refunds amount $3,464
Number of returns with business or professional net income (less loss) 1,040
Business or professional net income (less loss) amount $22,076,000
Number of returns with net capital gain (less loss) 2,370
Net capital gain (less loss) amount $20,232,000
Number of returns with taxable individual retirement arrangements distributions 1,080
Taxable individual retirement arrangements distributions amount $25,345,000
Number of returns with taxable pensions and annuities 1,690
Taxable pensions and annuities amount $103,172,000
Number of farm returns 30
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $363,000
Number of returns with taxable Social Security benefits 1,240
Taxable Social Security benefits amount $28,552,000
Number of returns with partnership/S-corp net income (less loss) 500
Partnership/S-corp net income (less loss) amount $10,222,000
Number of returns with total statutory adjustments 1,580
Total statutory adjustments amount $7,751,000
Number of returns with educator expenses 230
Educator expenses amount $60,000
Number of returns with self-employment retirement plans 100
Self-employment retirement plans amount $1,549,000
Number of returns with self-employment health insurance deduction 190
Self-employment health insurance deduction amount $1,531,000
Number of returns with IRA payments 210
IRA payments amount $1,207,000
Number of returns with student loan interest deduction 290
Student loan interest deduction amount $302,000
Number of returns with tuition and fees deduction 100
Tuition and fees deduction amount $215,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 4,460
Total itemized deductions amount $132,944,000
Amount of AGI for itemized returns $644,161,000
Number of returns with State and local income taxes 4,290
State and local income taxes amount $29,828,000
Number of returns with State and local general sales tax 100
State and local general sales tax amount $160,000
Number of returns with real estate taxes 4,180
Real estate taxes amount $27,260,000
Number of returns with taxes paid 4,450
Taxes paid amount $59,622,000
Number of returns with mortgage interest paid 3,430
Mortgage interest paid amount $40,035,000
Number of returns with contributions 3,890
Contributions amount $16,961,000
Number of returns with taxable income 5,090
Taxable income amount $535,979,000
Number of returns with income tax before credits 5,090
Income tax before credits amount $95,246,000
Number of returns with alternative minimum tax 240
Alternative minimum tax amount $484,000
Number of returns with total tax credits 2,310
Total tax credits amount $2,260,000
Number of returns with foreign tax credit 1,080
Foreign tax credit amount $213,000
Number of returns with child and dependent care credit 520
Child and dependent care credit amount $293,000
Number of returns with nonrefundable education credit 360
Nonrefundable education credit amount $542,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 700
Child tax credit amount $938,000
Number of returns with residential energy tax credit 130
Residential energy tax credit amount $103,000
Number of returns with self-employment tax 810
Self-employment tax amount $3,471,000
Number of returns with total tax payments 5,070
Total tax payments amount $105,313,000
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 330
Refundable education credit amount $331,000
Number of returns with income tax 5,070
Income tax amount [10] $92,986,000
Number of returns with tax liability 5,070
Total tax liability amount [11] $96,940,000
Number of returns with net investment income tax 30
Net investment income tax $11,000
Number of returns with tax due at time of filing 1,780
Tax due at time of filing amount [12] $7,951,000
Number of returns with overpayments refunded 3,100
Overpayments refunded amount [13] $14,772,000
Number of returns with credit to next year’s estimated tax 280
Credited to next year’s estimated tax amount $1,390,000

Adjusted Gross Income: $200,000 or more

Number of returns 2,980
Number of single returns 260
Number of joint returns 2,670
Number of head of household returns 40
Number of returns with paid preparer's signature 1,470
Number of exemptions 8,650
Number of dependents 3,000
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] 70
Number of elderly returns [4] 1,040
Adjust gross income (AGI) [5] $961,057,000
Number of returns with total income 2,980
Salaries and wages amount $974,452,000
Number of returns with salaries and wages 2,680
Salaries and wages amount $621,030
Number of returns with taxable interest 2,380
Taxable interest amount $6,565
Number of returns with ordinary dividends 2,080
Ordinary dividends amount $29,762,000
Number of returns with qualified dividends 2,020
Qualified dividends amount [6] $23,660
Number of returns with state and local income tax refunds 1,680
State and local income tax refunds amount $3,682
Number of returns with business or professional net income (less loss) 640
Business or professional net income (less loss) amount $29,094,000
Number of returns with net capital gain (less loss) 1,960
Net capital gain (less loss) amount $60,276,000
Number of returns with taxable individual retirement arrangements distributions 630
Taxable individual retirement arrangements distributions amount $22,392,000
Number of returns with taxable pensions and annuities 1,000
Taxable pensions and annuities amount $78,769,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $104,000
Number of returns with taxable Social Security benefits 560
Taxable Social Security benefits amount $15,471,000
Number of returns with partnership/S-corp net income (less loss) 590
Partnership/S-corp net income (less loss) amount $99,557,000
Number of returns with total statutory adjustments 890
Total statutory adjustments amount $13,395,000
Number of returns with educator expenses 110
Educator expenses amount $26,000
Number of returns with self-employment retirement plans 200
Self-employment retirement plans amount $5,713,000
Number of returns with self-employment health insurance deduction 220
Self-employment health insurance deduction amount $2,704,000
Number of returns with IRA payments 40
IRA payments amount $332,000
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 $556,000
Number of returns with itemized deductions 2,920
Total itemized deductions amount $138,579,000
Amount of AGI for itemized returns $945,826,000
Number of returns with State and local income taxes 2,880
State and local income taxes amount $49,838,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $60,000
Number of returns with real estate taxes 2,820
Real estate taxes amount $22,820,000
Number of returns with taxes paid 2,920
Taxes paid amount $75,093,000
Number of returns with mortgage interest paid 2,360
Mortgage interest paid amount $33,556,000
Number of returns with contributions 2,690
Contributions amount $22,808,000
Number of returns with taxable income 2,980
Taxable income amount $793,350,000
Number of returns with income tax before credits 2,970
Income tax before credits amount $195,817,000
Number of returns with alternative minimum tax 1,730
Alternative minimum tax amount $7,489,000
Number of returns with total tax credits 1,480
Total tax credits amount $1,847,000
Number of returns with foreign tax credit 1,030
Foreign tax credit amount $1,100,000
Number of returns with child and dependent care credit 470
Child and dependent care credit amount $252,000
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 90
Residential energy tax credit amount $113,000
Number of returns with self-employment tax 620
Self-employment tax amount $5,269,000
Number of returns with total tax payments 2,970
Total tax payments amount $199,043,000
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 2,970
Income tax amount [10] $193,970,000
Number of returns with tax liability 2,980
Total tax liability amount [11] $203,418,000
Number of returns with net investment income tax 1,450
Net investment income tax $2,077,000
Number of returns with tax due at time of filing 1,550
Tax due at time of filing amount [12] $21,682,000
Number of returns with overpayments refunded 1,170
Overpayments refunded amount [13] $8,213,000
Number of returns with credit to next year’s estimated tax 320
Credited to next year’s estimated tax amount $8,819,000

[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.