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ZIP Code Database - Facts & Stats

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ZIP Code 22201 Income Tax Stats

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

ZIP Code 22201 Data

Zip Code:22201
City:Arlington
State:VA [Virginia]
Counties: ARLINGTON, VA
City Alias(es):Arlington
Area Code:703 / 571
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


22201 Income Tax Overview

Total Number of Tax Returns for ZIP Code 22201 [1] 23,090
Total Number of Single Tax Returns for ZIP Code 22201 3,220
Total Number of Joint Tax Returns for ZIP Code 22201 4,700
Total Number of Dependents for ZIP Code 22201 4,720
Total Adjusted Gross Income for ZIP Code 22201 $2,826,155,000
Average Income per Person for ZIP Code 22201 $84,423
Average Income per Household for ZIP Code 22201 $122,397

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 2,970
Number of single returns 2,600
Number of joint returns 160
Number of head of household returns 160
Number of returns with paid preparer's signature 1,120
Number of exemptions 2,840
Number of dependents 410
Total number of volunteer prepared returns [5] 130
Number of volunteer income tax assistance (VITA) prepared returns [3] 40
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] 260
Number of elderly returns [4] 330
Adjust gross income (AGI) [5] $37,951,000
Number of returns with total income 2,970
Salaries and wages amount $39,421,000
Number of returns with salaries and wages 2,330
Salaries and wages amount $31,907
Number of returns with taxable interest 590
Taxable interest amount $336
Number of returns with ordinary dividends 520
Ordinary dividends amount $961,000
Number of returns with qualified dividends 480
Qualified dividends amount [6] $711
Number of returns with state and local income tax refunds 80
State and local income tax refunds amount $48
Number of returns with business or professional net income (less loss) 600
Business or professional net income (less loss) amount $3,706,000
Number of returns with net capital gain (less loss) 440
Net capital gain (less loss) amount $972,000
Number of returns with taxable individual retirement arrangements distributions 100
Taxable individual retirement arrangements distributions amount $665,000
Number of returns with taxable pensions and annuities 160
Taxable pensions and annuities amount $1,405,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $219,000
Number of returns with taxable Social Security benefits 70
Taxable Social Security benefits amount $162,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $191,000
Number of returns with total statutory adjustments 900
Total statutory adjustments amount $1,470,000
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 $175,000
Number of returns with IRA payments 30
IRA payments amount $88,000
Number of returns with student loan interest deduction 260
Student loan interest deduction amount $296,000
Number of returns with tuition and fees deduction 110
Tuition and fees deduction amount $363,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 230
Total itemized deductions amount $4,044,000
Amount of AGI for itemized returns $3,350,000
Number of returns with State and local income taxes 120
State and local income taxes amount $187,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $27,000
Number of returns with real estate taxes 110
Real estate taxes amount $563,000
Number of returns with taxes paid 220
Taxes paid amount $888,000
Number of returns with mortgage interest paid 70
Mortgage interest paid amount $553,000
Number of returns with contributions 130
Contributions amount $208,000
Number of returns with taxable income 1,720
Taxable income amount $12,311,000
Number of returns with income tax before credits 1,660
Income tax before credits amount $1,332,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 530
Total tax credits amount $238,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 260
Nonrefundable education credit amount $188,000
Number of returns with retirement savings contribution credit 190
Retirement savings contribution credit amount $35,000
Number of returns with child tax credit 30
Child tax credit amount $9,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 540
Self-employment tax amount $637,000
Number of returns with total tax payments 2,550
Total tax payments amount $4,736,000
Number of returns with earned income credit 610
Earned income credit amount [8] $837,000
Number of returns with excess earned income credit 430
Excess earned income credit (refundable) amount [9] $646,000
Number of returns with additional child tax credit 200
Additional child tax credit amount $243,000
Number of returns with refundable education credit 150
Refundable education credit amount $126,000
Number of returns with income tax 1,380
Income tax amount [10] $1,091,000
Number of returns with tax liability 1,760
Total tax liability amount [11] $1,857,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 460
Tax due at time of filing amount [12] $476,000
Number of returns with overpayments refunded 2,260
Overpayments refunded amount [13] $3,301,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $37,000

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

Number of returns 3,830
Number of single returns 3,330
Number of joint returns 270
Number of head of household returns 180
Number of returns with paid preparer's signature 1,150
Number of exemptions 4,550
Number of dependents 620
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] 470
Number of elderly returns [4] 280
Adjust gross income (AGI) [5] $146,732,000
Number of returns with total income 3,830
Salaries and wages amount $149,787,000
Number of returns with salaries and wages 3,560
Salaries and wages amount $134,694
Number of returns with taxable interest 820
Taxable interest amount $474
Number of returns with ordinary dividends 770
Ordinary dividends amount $1,298,000
Number of returns with qualified dividends 720
Qualified dividends amount [6] $962
Number of returns with state and local income tax refunds 180
State and local income tax refunds amount $164
Number of returns with business or professional net income (less loss) 510
Business or professional net income (less loss) amount $5,392,000
Number of returns with net capital gain (less loss) 670
Net capital gain (less loss) amount $1,285,000
Number of returns with taxable individual retirement arrangements distributions 110
Taxable individual retirement arrangements distributions amount $990,000
Number of returns with taxable pensions and annuities 250
Taxable pensions and annuities amount $4,324,000
Number of farm returns 0
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $382,000
Number of returns with taxable Social Security benefits 160
Taxable Social Security benefits amount $1,171,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $215,000
Number of returns with total statutory adjustments 1,560
Total statutory adjustments amount $3,055,000
Number of returns with educator expenses 110
Educator expenses amount $25,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $258,000
Number of returns with IRA payments 110
IRA payments amount $352,000
Number of returns with student loan interest deduction 980
Student loan interest deduction amount $1,371,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $79,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 450
Total itemized deductions amount $7,942,000
Amount of AGI for itemized returns $17,120,000
Number of returns with State and local income taxes 380
State and local income taxes amount $729,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $48,000
Number of returns with real estate taxes 170
Real estate taxes amount $896,000
Number of returns with taxes paid 440
Taxes paid amount $1,767,000
Number of returns with mortgage interest paid 140
Mortgage interest paid amount $1,212,000
Number of returns with contributions 310
Contributions amount $613,000
Number of returns with taxable income 3,760
Taxable income amount $97,976,000
Number of returns with income tax before credits 3,740
Income tax before credits amount $12,795,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,090
Total tax credits amount $945,000
Number of returns with foreign tax credit 210
Foreign tax credit amount $10,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $30,000
Number of returns with nonrefundable education credit 500
Nonrefundable education credit amount $655,000
Number of returns with retirement savings contribution credit 270
Retirement savings contribution credit amount $39,000
Number of returns with child tax credit 230
Child tax credit amount $208,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 420
Self-employment tax amount $930,000
Number of returns with total tax payments 3,750
Total tax payments amount $18,691,000
Number of returns with earned income credit 200
Earned income credit amount [8] $463,000
Number of returns with excess earned income credit 160
Excess earned income credit (refundable) amount [9] $328,000
Number of returns with additional child tax credit 190
Additional child tax credit amount $255,000
Number of returns with refundable education credit 160
Refundable education credit amount $140,000
Number of returns with income tax 3,540
Income tax amount [10] $11,850,000
Number of returns with tax liability 3,630
Total tax liability amount [11] $12,888,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 590
Tax due at time of filing amount [12] $955,000
Number of returns with overpayments refunded 3,200
Overpayments refunded amount [13] $6,445,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $83,000

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

Number of returns 4,660
Number of single returns 4,260
Number of joint returns 250
Number of head of household returns 70
Number of returns with paid preparer's signature 1,100
Number of exemptions 5,190
Number of dependents 310
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] 570
Number of elderly returns [4] 260
Adjust gross income (AGI) [5] $289,372,000
Number of returns with total income 4,660
Salaries and wages amount $293,295,000
Number of returns with salaries and wages 4,440
Salaries and wages amount $271,363
Number of returns with taxable interest 1,470
Taxable interest amount $635
Number of returns with ordinary dividends 1,290
Ordinary dividends amount $2,369,000
Number of returns with qualified dividends 1,220
Qualified dividends amount [6] $1,768
Number of returns with state and local income tax refunds 330
State and local income tax refunds amount $255
Number of returns with business or professional net income (less loss) 410
Business or professional net income (less loss) amount $4,326,000
Number of returns with net capital gain (less loss) 1,120
Net capital gain (less loss) amount $2,329,000
Number of returns with taxable individual retirement arrangements distributions 130
Taxable individual retirement arrangements distributions amount $1,681,000
Number of returns with taxable pensions and annuities 270
Taxable pensions and annuities amount $7,795,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $259,000
Number of returns with taxable Social Security benefits 150
Taxable Social Security benefits amount $2,145,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $299,000
Number of returns with total statutory adjustments 2,030
Total statutory adjustments amount $3,923,000
Number of returns with educator expenses 120
Educator expenses amount $28,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $682,000
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $250,000
Number of returns with IRA payments 150
IRA payments amount $405,000
Number of returns with student loan interest deduction 1,490
Student loan interest deduction amount $1,954,000
Number of returns with tuition and fees deduction 140
Tuition and fees deduction amount $320,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 650
Total itemized deductions amount $11,258,000
Amount of AGI for itemized returns $40,938,000
Number of returns with State and local income taxes 600
State and local income taxes amount $2,072,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $33,000
Number of returns with real estate taxes 370
Real estate taxes amount $1,750,000
Number of returns with taxes paid 640
Taxes paid amount $4,023,000
Number of returns with mortgage interest paid 300
Mortgage interest paid amount $2,299,000
Number of returns with contributions 490
Contributions amount $1,194,000
Number of returns with taxable income 4,640
Taxable income amount $230,659,000
Number of returns with income tax before credits 4,630
Income tax before credits amount $37,596,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 720
Total tax credits amount $521,000
Number of returns with foreign tax credit 400
Foreign tax credit amount $48,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $16,000
Number of returns with nonrefundable education credit 200
Nonrefundable education credit amount $265,000
Number of returns with retirement savings contribution credit 50
Retirement savings contribution credit amount $9,000
Number of returns with child tax credit 120
Child tax credit amount $160,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 330
Self-employment tax amount $776,000
Number of returns with total tax payments 4,620
Total tax payments amount $42,870,000
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 $42,000
Number of returns with refundable education credit 70
Refundable education credit amount $67,000
Number of returns with income tax 4,610
Income tax amount [10] $37,076,000
Number of returns with tax liability 4,620
Total tax liability amount [11] $37,994,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,060
Tax due at time of filing amount [12] $1,650,000
Number of returns with overpayments refunded 3,560
Overpayments refunded amount [13] $6,351,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $136,000

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

Number of returns 3,330
Number of single returns 2,890
Number of joint returns 300
Number of head of household returns 60
Number of returns with paid preparer's signature 900
Number of exemptions 3,860
Number of dependents 240
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] 310
Number of elderly returns [4] 270
Adjust gross income (AGI) [5] $288,491,000
Number of returns with total income 3,330
Salaries and wages amount $290,364,000
Number of returns with salaries and wages 3,120
Salaries and wages amount $261,730
Number of returns with taxable interest 1,430
Taxable interest amount $759
Number of returns with ordinary dividends 1,270
Ordinary dividends amount $2,956,000
Number of returns with qualified dividends 1,210
Qualified dividends amount [6] $2,132
Number of returns with state and local income tax refunds 500
State and local income tax refunds amount $431
Number of returns with business or professional net income (less loss) 310
Business or professional net income (less loss) amount $4,077,000
Number of returns with net capital gain (less loss) 1,060
Net capital gain (less loss) amount $3,548,000
Number of returns with taxable individual retirement arrangements distributions 180
Taxable individual retirement arrangements distributions amount $2,763,000
Number of returns with taxable pensions and annuities 270
Taxable pensions and annuities amount $10,856,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $133,000
Number of returns with taxable Social Security benefits 150
Taxable Social Security benefits amount $2,558,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $586,000
Number of returns with total statutory adjustments 690
Total statutory adjustments amount $1,873,000
Number of returns with educator expenses 40
Educator expenses amount $10,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $341,000
Number of returns with IRA payments 30
IRA payments amount $166,000
Number of returns with student loan interest deduction 280
Student loan interest deduction amount $176,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $50,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 950
Total itemized deductions amount $17,985,000
Amount of AGI for itemized returns $83,994,000
Number of returns with State and local income taxes 910
State and local income taxes amount $4,346,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $44,000
Number of returns with real estate taxes 620
Real estate taxes amount $3,041,000
Number of returns with taxes paid 950
Taxes paid amount $7,647,000
Number of returns with mortgage interest paid 530
Mortgage interest paid amount $4,691,000
Number of returns with contributions 700
Contributions amount $1,861,000
Number of returns with taxable income 3,320
Taxable income amount $238,585,000
Number of returns with income tax before credits 3,320
Income tax before credits amount $44,199,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 630
Total tax credits amount $332,000
Number of returns with foreign tax credit 470
Foreign tax credit amount $58,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $15,000
Number of returns with nonrefundable education credit 60
Nonrefundable education credit amount $78,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 110
Child tax credit amount $146,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 220
Self-employment tax amount $764,000
Number of returns with total tax payments 3,300
Total tax payments amount $48,963,000
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 20
Refundable education credit amount $16,000
Number of returns with income tax 3,310
Income tax amount [10] $43,867,000
Number of returns with tax liability 3,320
Total tax liability amount [11] $44,751,000
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] $1,617,000
Number of returns with overpayments refunded 2,360
Overpayments refunded amount [13] $5,163,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $338,000

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

Number of returns 5,210
Number of single returns 3,440
Number of joint returns 1,480
Number of head of household returns 160
Number of returns with paid preparer's signature 1,760
Number of exemptions 7,670
Number of dependents 980
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] 360
Number of elderly returns [4] 740
Adjust gross income (AGI) [5] $720,359,000
Number of returns with total income 5,210
Salaries and wages amount $727,386,000
Number of returns with salaries and wages 4,810
Salaries and wages amount $613,443
Number of returns with taxable interest 3,080
Taxable interest amount $2,683
Number of returns with ordinary dividends 2,710
Ordinary dividends amount $14,746,000
Number of returns with qualified dividends 2,580
Qualified dividends amount [6] $11,190
Number of returns with state and local income tax refunds 1,770
State and local income tax refunds amount $1,974
Number of returns with business or professional net income (less loss) 620
Business or professional net income (less loss) amount $18,594,000
Number of returns with net capital gain (less loss) 2,390
Net capital gain (less loss) amount $16,881,000
Number of returns with taxable individual retirement arrangements distributions 490
Taxable individual retirement arrangements distributions amount $8,912,000
Number of returns with taxable pensions and annuities 660
Taxable pensions and annuities amount $34,007,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $206,000
Number of returns with taxable Social Security benefits 380
Taxable Social Security benefits amount $8,197,000
Number of returns with partnership/S-corp net income (less loss) 340
Partnership/S-corp net income (less loss) amount $5,538,000
Number of returns with total statutory adjustments 1,150
Total statutory adjustments amount $7,027,000
Number of returns with educator expenses 70
Educator expenses amount $19,000
Number of returns with self-employment retirement plans 100
Self-employment retirement plans amount $2,041,000
Number of returns with self-employment health insurance deduction 140
Self-employment health insurance deduction amount $1,017,000
Number of returns with IRA payments 110
IRA payments amount $564,000
Number of returns with student loan interest deduction 250
Student loan interest deduction amount $303,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $113,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 3,680
Total itemized deductions amount $82,009,000
Amount of AGI for itemized returns $525,881,000
Number of returns with State and local income taxes 3,600
State and local income taxes amount $27,798,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $63,000
Number of returns with real estate taxes 2,140
Real estate taxes amount $13,403,000
Number of returns with taxes paid 3,670
Taxes paid amount $42,415,000
Number of returns with mortgage interest paid 1,830
Mortgage interest paid amount $20,659,000
Number of returns with contributions 2,700
Contributions amount $8,548,000
Number of returns with taxable income 5,200
Taxable income amount $593,718,000
Number of returns with income tax before credits 5,190
Income tax before credits amount $120,287,000
Number of returns with alternative minimum tax 190
Alternative minimum tax amount $610,000
Number of returns with total tax credits 1,450
Total tax credits amount $808,000
Number of returns with foreign tax credit 1,150
Foreign tax credit amount $309,000
Number of returns with child and dependent care credit 150
Child and dependent care credit amount $87,000
Number of returns with nonrefundable education credit 80
Nonrefundable education credit amount $121,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 140
Child tax credit amount $147,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $33,000
Number of returns with self-employment tax 520
Self-employment tax amount $3,129,000
Number of returns with total tax payments 5,180
Total tax payments amount $129,699,000
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 60
Refundable education credit amount $55,000
Number of returns with income tax 5,180
Income tax amount [10] $119,478,000
Number of returns with tax liability 5,190
Total tax liability amount [11] $123,054,000
Number of returns with net investment income tax 50
Net investment income tax $13,000
Number of returns with tax due at time of filing 1,640
Tax due at time of filing amount [12] $6,409,000
Number of returns with overpayments refunded 3,430
Overpayments refunded amount [13] $11,775,000
Number of returns with credit to next year’s estimated tax 170
Credited to next year’s estimated tax amount $1,156,000

Adjusted Gross Income: $200,000 or more

Number of returns 3,090
Number of single returns 760
Number of joint returns 2,240
Number of head of household returns 60
Number of returns with paid preparer's signature 1,720
Number of exemptions 7,490
Number of dependents 2,160
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] 60
Number of elderly returns [4] 630
Adjust gross income (AGI) [5] $1,343,250,000
Number of returns with total income 3,090
Salaries and wages amount $1,372,769,000
Number of returns with salaries and wages 2,800
Salaries and wages amount $838,690
Number of returns with taxable interest 2,580
Taxable interest amount $14,203
Number of returns with ordinary dividends 2,330
Ordinary dividends amount $44,556,000
Number of returns with qualified dividends 2,250
Qualified dividends amount [6] $32,940
Number of returns with state and local income tax refunds 1,450
State and local income tax refunds amount $6,034
Number of returns with business or professional net income (less loss) 650
Business or professional net income (less loss) amount $43,621,000
Number of returns with net capital gain (less loss) 2,200
Net capital gain (less loss) amount $108,310,000
Number of returns with taxable individual retirement arrangements distributions 490
Taxable individual retirement arrangements distributions amount $14,119,000
Number of returns with taxable pensions and annuities 580
Taxable pensions and annuities amount $44,463,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $115,000
Number of returns with taxable Social Security benefits 310
Taxable Social Security benefits amount $8,218,000
Number of returns with partnership/S-corp net income (less loss) 740
Partnership/S-corp net income (less loss) amount $235,538,000
Number of returns with total statutory adjustments 1,000
Total statutory adjustments amount $29,519,000
Number of returns with educator expenses 50
Educator expenses amount $13,000
Number of returns with self-employment retirement plans 340
Self-employment retirement plans amount $14,791,000
Number of returns with self-employment health insurance deduction 300
Self-employment health insurance deduction amount $3,866,000
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 60
Domestic production activities deduction amount $1,232,000
Number of returns with itemized deductions 2,950
Total itemized deductions amount $172,063,000
Amount of AGI for itemized returns $1,306,460,000
Number of returns with State and local income taxes 2,890
State and local income taxes amount $78,447,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $181,000
Number of returns with real estate taxes 2,330
Real estate taxes amount $24,900,000
Number of returns with taxes paid 2,950
Taxes paid amount $105,689,000
Number of returns with mortgage interest paid 2,000
Mortgage interest paid amount $36,935,000
Number of returns with contributions 2,570
Contributions amount $30,883,000
Number of returns with taxable income 3,080
Taxable income amount $1,151,537,000
Number of returns with income tax before credits 3,080
Income tax before credits amount $320,495,000
Number of returns with alternative minimum tax 1,860
Alternative minimum tax amount $9,841,000
Number of returns with total tax credits 1,660
Total tax credits amount $4,527,000
Number of returns with foreign tax credit 1,360
Foreign tax credit amount $3,053,000
Number of returns with child and dependent care credit 430
Child and dependent care credit amount $229,000
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 60
Residential energy tax credit amount $71,000
Number of returns with self-employment tax 740
Self-employment tax amount $11,459,000
Number of returns with total tax payments 3,080
Total tax payments amount $343,709,000
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 3,080
Income tax amount [10] $315,969,000
Number of returns with tax liability 3,080
Total tax liability amount [11] $336,992,000
Number of returns with net investment income tax 2,100
Net investment income tax $4,357,000
Number of returns with tax due at time of filing 1,550
Tax due at time of filing amount [12] $27,675,000
Number of returns with overpayments refunded 1,150
Overpayments refunded amount [13] $10,989,000
Number of returns with credit to next year’s estimated tax 450
Credited to next year’s estimated tax amount $22,621,000

[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.