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ZIP Code Database - Facts & Stats

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ZIP Code 22407 Income Tax Stats

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

ZIP Code 22407 Data

Zip Code:22407
City:Fredericksburg
State:VA [Virginia]
Counties: SPOTSYLVANIA, VA
City Alias(es):Fredericksburg
Area Code:540
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


22407 Income Tax Overview

Total Number of Tax Returns for ZIP Code 22407 [1] 28,230
Total Number of Single Tax Returns for ZIP Code 22407 10,340
Total Number of Joint Tax Returns for ZIP Code 22407 11,330
Total Number of Dependents for ZIP Code 22407 19,230
Total Adjusted Gross Income for ZIP Code 22407 $1,919,770,000
Average Income per Person for ZIP Code 22407 $34,929
Average Income per Household for ZIP Code 22407 $68,005

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 8,650
Number of single returns 6,320
Number of joint returns 850
Number of head of household returns 1,320
Number of returns with paid preparer's signature 2,750
Number of exemptions 10,950
Number of dependents 3,460
Total number of volunteer prepared returns [5] 280
Number of volunteer income tax assistance (VITA) prepared returns [3] 100
Number of tax counseling for the elderly (TCE) prepared returns [3] 190
Number of volunteer prepared returns with Earned Income Credit 50
Number of refund anticipation check returns [3] 1,500
Number of elderly returns [4] 1,330
Adjust gross income (AGI) [5] $105,989,000
Number of returns with total income 8,650
Salaries and wages amount $107,898,000
Number of returns with salaries and wages 7,060
Salaries and wages amount $84,580
Number of returns with taxable interest 1,010
Taxable interest amount $542
Number of returns with ordinary dividends 530
Ordinary dividends amount $837,000
Number of returns with qualified dividends 470
Qualified dividends amount [6] $574
Number of returns with state and local income tax refunds 190
State and local income tax refunds amount $109
Number of returns with business or professional net income (less loss) 1,300
Business or professional net income (less loss) amount $9,058,000
Number of returns with net capital gain (less loss) 410
Net capital gain (less loss) amount $344,000
Number of returns with taxable individual retirement arrangements distributions 380
Taxable individual retirement arrangements distributions amount $2,387,000
Number of returns with taxable pensions and annuities 910
Taxable pensions and annuities amount $9,001,000
Number of farm returns 0
Number of returns with unemployment compensation 150
Unemployment compensation amount [7] $490,000
Number of returns with taxable Social Security benefits 350
Taxable Social Security benefits amount $647,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $55,000
Number of returns with total statutory adjustments 1,500
Total statutory adjustments amount $1,909,000
Number of returns with educator expenses 40
Educator expenses amount $8,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $244,000
Number of returns with IRA payments 40
IRA payments amount $94,000
Number of returns with student loan interest deduction 320
Student loan interest deduction amount $295,000
Number of returns with tuition and fees deduction 70
Tuition and fees deduction amount $225,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 610
Total itemized deductions amount $9,868,000
Amount of AGI for itemized returns $9,371,000
Number of returns with State and local income taxes 320
State and local income taxes amount $331,000
Number of returns with State and local general sales tax 200
State and local general sales tax amount $97,000
Number of returns with real estate taxes 420
Real estate taxes amount $834,000
Number of returns with taxes paid 590
Taxes paid amount $1,494,000
Number of returns with mortgage interest paid 370
Mortgage interest paid amount $2,915,000
Number of returns with contributions 400
Contributions amount $853,000
Number of returns with taxable income 3,890
Taxable income amount $23,260,000
Number of returns with income tax before credits 3,920
Income tax before credits amount $2,499,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 980
Total tax credits amount $329,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $22,000
Number of returns with nonrefundable education credit 280
Nonrefundable education credit amount $154,000
Number of returns with retirement savings contribution credit 380
Retirement savings contribution credit amount $60,000
Number of returns with child tax credit 270
Child tax credit amount $86,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 1,070
Self-employment tax amount $1,571,000
Number of returns with total tax payments 8,000
Total tax payments amount $16,798,000
Number of returns with earned income credit 2,670
Earned income credit amount [8] $6,807,000
Number of returns with excess earned income credit 2,340
Excess earned income credit (refundable) amount [9] $5,890,000
Number of returns with additional child tax credit 1,640
Additional child tax credit amount $2,013,000
Number of returns with refundable education credit 400
Refundable education credit amount $346,000
Number of returns with income tax 3,330
Income tax amount [10] $2,169,000
Number of returns with tax liability 4,260
Total tax liability amount [11] $3,905,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 780
Tax due at time of filing amount [12] $748,000
Number of returns with overpayments refunded 7,510
Overpayments refunded amount [13] $13,590,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $23,000

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

Number of returns 5,850
Number of single returns 3,020
Number of joint returns 1,270
Number of head of household returns 1,270
Number of returns with paid preparer's signature 2,030
Number of exemptions 11,090
Number of dependents 4,000
Total number of volunteer prepared returns [5] 240
Number of volunteer income tax assistance (VITA) prepared returns [3] 110
Number of tax counseling for the elderly (TCE) prepared returns [3] 130
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 1,230
Number of elderly returns [4] 1,120
Adjust gross income (AGI) [5] $214,294,000
Number of returns with total income 5,850
Salaries and wages amount $216,751,000
Number of returns with salaries and wages 5,060
Salaries and wages amount $176,501
Number of returns with taxable interest 930
Taxable interest amount $508
Number of returns with ordinary dividends 520
Ordinary dividends amount $1,118,000
Number of returns with qualified dividends 480
Qualified dividends amount [6] $765
Number of returns with state and local income tax refunds 710
State and local income tax refunds amount $494
Number of returns with business or professional net income (less loss) 720
Business or professional net income (less loss) amount $6,033,000
Number of returns with net capital gain (less loss) 410
Net capital gain (less loss) amount $745,000
Number of returns with taxable individual retirement arrangements distributions 340
Taxable individual retirement arrangements distributions amount $2,958,000
Number of returns with taxable pensions and annuities 1,020
Taxable pensions and annuities amount $20,325,000
Number of farm returns 30
Number of returns with unemployment compensation 140
Unemployment compensation amount [7] $494,000
Number of returns with taxable Social Security benefits 830
Taxable Social Security benefits amount $5,431,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $1,473,000
Number of returns with total statutory adjustments 1,330
Total statutory adjustments amount $2,457,000
Number of returns with educator expenses 150
Educator expenses amount $35,000
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 $285,000
Number of returns with IRA payments 90
IRA payments amount $353,000
Number of returns with student loan interest deduction 630
Student loan interest deduction amount $684,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $57,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,530
Total itemized deductions amount $25,347,000
Amount of AGI for itemized returns $59,478,000
Number of returns with State and local income taxes 1,330
State and local income taxes amount $2,344,000
Number of returns with State and local general sales tax 150
State and local general sales tax amount $120,000
Number of returns with real estate taxes 1,140
Real estate taxes amount $2,210,000
Number of returns with taxes paid 1,530
Taxes paid amount $5,239,000
Number of returns with mortgage interest paid 1,070
Mortgage interest paid amount $7,983,000
Number of returns with contributions 1,090
Contributions amount $2,966,000
Number of returns with taxable income 5,590
Taxable income amount $109,348,000
Number of returns with income tax before credits 5,590
Income tax before credits amount $13,631,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 2,390
Total tax credits amount $2,132,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 300
Child and dependent care credit amount $189,000
Number of returns with nonrefundable education credit 440
Nonrefundable education credit amount $423,000
Number of returns with retirement savings contribution credit 850
Retirement savings contribution credit amount $138,000
Number of returns with child tax credit 1,430
Child tax credit amount $1,330,000
Number of returns with residential energy tax credit 70
Residential energy tax credit amount $48,000
Number of returns with self-employment tax 500
Self-employment tax amount $1,290,000
Number of returns with total tax payments 5,720
Total tax payments amount $25,182,000
Number of returns with earned income credit 1,380
Earned income credit amount [8] $2,886,000
Number of returns with excess earned income credit 1,140
Excess earned income credit (refundable) amount [9] $2,314,000
Number of returns with additional child tax credit 1,100
Additional child tax credit amount $1,643,000
Number of returns with refundable education credit 300
Refundable education credit amount $259,000
Number of returns with income tax 4,550
Income tax amount [10] $11,499,000
Number of returns with tax liability 4,870
Total tax liability amount [11] $13,148,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 850
Tax due at time of filing amount [12] $1,427,000
Number of returns with overpayments refunded 4,960
Overpayments refunded amount [13] $13,347,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $56,000

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

Number of returns 4,130
Number of single returns 1,670
Number of joint returns 1,690
Number of head of household returns 600
Number of returns with paid preparer's signature 1,650
Number of exemptions 8,790
Number of dependents 2,960
Total number of volunteer prepared returns [5] 90
Number of volunteer income tax assistance (VITA) prepared returns [3] 30
Number of tax counseling for the elderly (TCE) prepared returns [3] 60
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 730
Number of elderly returns [4] 1,190
Adjust gross income (AGI) [5] $255,425,000
Number of returns with total income 4,130
Salaries and wages amount $258,105,000
Number of returns with salaries and wages 3,420
Salaries and wages amount $190,347
Number of returns with taxable interest 1,150
Taxable interest amount $789
Number of returns with ordinary dividends 660
Ordinary dividends amount $1,899,000
Number of returns with qualified dividends 620
Qualified dividends amount [6] $1,385
Number of returns with state and local income tax refunds 1,260
State and local income tax refunds amount $962
Number of returns with business or professional net income (less loss) 580
Business or professional net income (less loss) amount $5,298,000
Number of returns with net capital gain (less loss) 530
Net capital gain (less loss) amount $1,504,000
Number of returns with taxable individual retirement arrangements distributions 460
Taxable individual retirement arrangements distributions amount $5,605,000
Number of returns with taxable pensions and annuities 1,180
Taxable pensions and annuities amount $35,711,000
Number of farm returns 0
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $266,000
Number of returns with taxable Social Security benefits 910
Taxable Social Security benefits amount $13,048,000
Number of returns with partnership/S-corp net income (less loss) 160
Partnership/S-corp net income (less loss) amount $2,315,000
Number of returns with total statutory adjustments 1,070
Total statutory adjustments amount $2,680,000
Number of returns with educator expenses 130
Educator expenses amount $33,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $216,000
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $475,000
Number of returns with IRA payments 90
IRA payments amount $360,000
Number of returns with student loan interest deduction 510
Student loan interest deduction amount $565,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $79,000
Returns with domestic production activities deduction 20
Domestic production activities deduction amount $94,000
Number of returns with itemized deductions 2,190
Total itemized deductions amount $40,113,000
Amount of AGI for itemized returns $137,292,000
Number of returns with State and local income taxes 2,040
State and local income taxes amount $5,737,000
Number of returns with State and local general sales tax 120
State and local general sales tax amount $130,000
Number of returns with real estate taxes 1,880
Real estate taxes amount $3,871,000
Number of returns with taxes paid 2,190
Taxes paid amount $10,808,000
Number of returns with mortgage interest paid 1,780
Mortgage interest paid amount $13,533,000
Number of returns with contributions 1,650
Contributions amount $5,353,000
Number of returns with taxable income 4,090
Taxable income amount $161,022,000
Number of returns with income tax before credits 4,090
Income tax before credits amount $22,782,000
Number of returns with alternative minimum tax 20
Alternative minimum tax amount $26,000
Number of returns with total tax credits 1,670
Total tax credits amount $2,511,000
Number of returns with foreign tax credit 160
Foreign tax credit amount $18,000
Number of returns with child and dependent care credit 230
Child and dependent care credit amount $139,000
Number of returns with nonrefundable education credit 360
Nonrefundable education credit amount $432,000
Number of returns with retirement savings contribution credit 250
Retirement savings contribution credit amount $38,000
Number of returns with child tax credit 1,170
Child tax credit amount $1,807,000
Number of returns with residential energy tax credit 70
Residential energy tax credit amount $41,000
Number of returns with self-employment tax 380
Self-employment tax amount $1,063,000
Number of returns with total tax payments 4,070
Total tax payments amount $28,673,000
Number of returns with earned income credit 30
Earned income credit amount [8] $12,000
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 220
Additional child tax credit amount $326,000
Number of returns with refundable education credit 260
Refundable education credit amount $231,000
Number of returns with income tax 3,870
Income tax amount [10] $20,271,000
Number of returns with tax liability 3,930
Total tax liability amount [11] $21,580,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 930
Tax due at time of filing amount [12] $2,289,000
Number of returns with overpayments refunded 3,170
Overpayments refunded amount [13] $9,120,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $159,000

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

Number of returns 3,050
Number of single returns 740
Number of joint returns 1,950
Number of head of household returns 280
Number of returns with paid preparer's signature 1,190
Number of exemptions 7,560
Number of dependents 2,560
Total number of volunteer prepared returns [5] 70
Number of volunteer income tax assistance (VITA) prepared returns [3] 20
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] 440
Number of elderly returns [4] 900
Adjust gross income (AGI) [5] $265,931,000
Number of returns with total income 3,050
Salaries and wages amount $268,490,000
Number of returns with salaries and wages 2,590
Salaries and wages amount $198,298
Number of returns with taxable interest 1,090
Taxable interest amount $895
Number of returns with ordinary dividends 640
Ordinary dividends amount $2,060,000
Number of returns with qualified dividends 600
Qualified dividends amount [6] $1,491
Number of returns with state and local income tax refunds 1,350
State and local income tax refunds amount $1,179
Number of returns with business or professional net income (less loss) 490
Business or professional net income (less loss) amount $3,587,000
Number of returns with net capital gain (less loss) 510
Net capital gain (less loss) amount $2,354,000
Number of returns with taxable individual retirement arrangements distributions 420
Taxable individual retirement arrangements distributions amount $7,028,000
Number of returns with taxable pensions and annuities 980
Taxable pensions and annuities amount $37,122,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $260,000
Number of returns with taxable Social Security benefits 700
Taxable Social Security benefits amount $13,655,000
Number of returns with partnership/S-corp net income (less loss) 130
Partnership/S-corp net income (less loss) amount $2,653,000
Number of returns with total statutory adjustments 900
Total statutory adjustments amount $2,559,000
Number of returns with educator expenses 140
Educator expenses amount $41,000
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 $483,000
Number of returns with IRA payments 70
IRA payments amount $293,000
Number of returns with student loan interest deduction 410
Student loan interest deduction amount $463,000
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 2,160
Total itemized deductions amount $44,904,000
Amount of AGI for itemized returns $188,945,000
Number of returns with State and local income taxes 2,070
State and local income taxes amount $8,407,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $79,000
Number of returns with real estate taxes 1,980
Real estate taxes amount $4,465,000
Number of returns with taxes paid 2,150
Taxes paid amount $14,020,000
Number of returns with mortgage interest paid 1,890
Mortgage interest paid amount $16,207,000
Number of returns with contributions 1,710
Contributions amount $6,050,000
Number of returns with taxable income 3,050
Taxable income amount $180,199,000
Number of returns with income tax before credits 3,040
Income tax before credits amount $27,018,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,350
Total tax credits amount $2,430,000
Number of returns with foreign tax credit 160
Foreign tax credit amount $15,000
Number of returns with child and dependent care credit 240
Child and dependent care credit amount $159,000
Number of returns with nonrefundable education credit 290
Nonrefundable education credit amount $384,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 1,010
Child tax credit amount $1,757,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $54,000
Number of returns with self-employment tax 310
Self-employment tax amount $816,000
Number of returns with total tax payments 3,030
Total tax payments amount $31,571,000
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 40
Additional child tax credit amount $64,000
Number of returns with refundable education credit 220
Refundable education credit amount $206,000
Number of returns with income tax 3,010
Income tax amount [10] $24,587,000
Number of returns with tax liability 3,020
Total tax liability amount [11] $25,673,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 770
Tax due at time of filing amount [12] $2,033,000
Number of returns with overpayments refunded 2,230
Overpayments refunded amount [13] $7,744,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $122,000

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

Number of returns 5,410
Number of single returns 590
Number of joint returns 4,510
Number of head of household returns 240
Number of returns with paid preparer's signature 2,140
Number of exemptions 15,100
Number of dependents 5,190
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 560
Number of elderly returns [4] 1,610
Adjust gross income (AGI) [5] $737,556,000
Number of returns with total income 5,410
Salaries and wages amount $743,342,000
Number of returns with salaries and wages 4,760
Salaries and wages amount $557,010
Number of returns with taxable interest 2,550
Taxable interest amount $2,592
Number of returns with ordinary dividends 1,600
Ordinary dividends amount $7,167,000
Number of returns with qualified dividends 1,490
Qualified dividends amount [6] $5,366
Number of returns with state and local income tax refunds 2,990
State and local income tax refunds amount $2,978
Number of returns with business or professional net income (less loss) 1,000
Business or professional net income (less loss) amount $9,285,000
Number of returns with net capital gain (less loss) 1,340
Net capital gain (less loss) amount $10,016,000
Number of returns with taxable individual retirement arrangements distributions 860
Taxable individual retirement arrangements distributions amount $19,682,000
Number of returns with taxable pensions and annuities 2,200
Taxable pensions and annuities amount $100,464,000
Number of farm returns 20
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $330,000
Number of returns with taxable Social Security benefits 1,140
Taxable Social Security benefits amount $24,848,000
Number of returns with partnership/S-corp net income (less loss) 330
Partnership/S-corp net income (less loss) amount $7,472,000
Number of returns with total statutory adjustments 1,810
Total statutory adjustments amount $5,786,000
Number of returns with educator expenses 340
Educator expenses amount $91,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $391,000
Number of returns with self-employment health insurance deduction 90
Self-employment health insurance deduction amount $739,000
Number of returns with IRA payments 140
IRA payments amount $730,000
Number of returns with student loan interest deduction 710
Student loan interest deduction amount $834,000
Number of returns with tuition and fees deduction 90
Tuition and fees deduction amount $183,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 4,670
Total itemized deductions amount $121,520,000
Amount of AGI for itemized returns $645,324,000
Number of returns with State and local income taxes 4,560
State and local income taxes amount $30,796,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $137,000
Number of returns with real estate taxes 4,480
Real estate taxes amount $11,934,000
Number of returns with taxes paid 4,670
Taxes paid amount $46,712,000
Number of returns with mortgage interest paid 4,270
Mortgage interest paid amount $42,830,000
Number of returns with contributions 3,970
Contributions amount $19,334,000
Number of returns with taxable income 5,400
Taxable income amount $545,668,000
Number of returns with income tax before credits 5,400
Income tax before credits amount $93,708,000
Number of returns with alternative minimum tax 100
Alternative minimum tax amount $189,000
Number of returns with total tax credits 2,200
Total tax credits amount $3,182,000
Number of returns with foreign tax credit 430
Foreign tax credit amount $183,000
Number of returns with child and dependent care credit 460
Child and dependent care credit amount $285,000
Number of returns with nonrefundable education credit 620
Nonrefundable education credit amount $878,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 1,110
Child tax credit amount $1,601,000
Number of returns with residential energy tax credit 140
Residential energy tax credit amount $92,000
Number of returns with self-employment tax 630
Self-employment tax amount $1,885,000
Number of returns with total tax payments 5,380
Total tax payments amount $100,029,000
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 550
Refundable education credit amount $538,000
Number of returns with income tax 5,390
Income tax amount [10] $90,526,000
Number of returns with tax liability 5,390
Total tax liability amount [11] $93,081,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,890
Tax due at time of filing amount [12] $7,347,000
Number of returns with overpayments refunded 3,430
Overpayments refunded amount [13] $13,740,000
Number of returns with credit to next year’s estimated tax 120
Credited to next year’s estimated tax amount $435,000

Adjusted Gross Income: $200,000 or more

Number of returns 1,140
Number of single returns 70
Number of joint returns 1,060
Number of head of household returns 0
Number of returns with paid preparer's signature 610
Number of exemptions 3,260
Number of dependents 1,060
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 50
Number of elderly returns [4] 380
Adjust gross income (AGI) [5] $340,575,000
Number of returns with total income 1,140
Salaries and wages amount $345,355,000
Number of returns with salaries and wages 1,050
Salaries and wages amount $210,702
Number of returns with taxable interest 740
Taxable interest amount $2,593
Number of returns with ordinary dividends 540
Ordinary dividends amount $6,032,000
Number of returns with qualified dividends 520
Qualified dividends amount [6] $4,875
Number of returns with state and local income tax refunds 640
State and local income tax refunds amount $1,192
Number of returns with business or professional net income (less loss) 270
Business or professional net income (less loss) amount $8,939,000
Number of returns with net capital gain (less loss) 510
Net capital gain (less loss) amount $25,723,000
Number of returns with taxable individual retirement arrangements distributions 210
Taxable individual retirement arrangements distributions amount $7,656,000
Number of returns with taxable pensions and annuities 570
Taxable pensions and annuities amount $34,876,000
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 220
Taxable Social Security benefits amount $5,630,000
Number of returns with partnership/S-corp net income (less loss) 250
Partnership/S-corp net income (less loss) amount $37,148,000
Number of returns with total statutory adjustments 360
Total statutory adjustments amount $4,780,000
Number of returns with educator expenses 50
Educator expenses amount $14,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $861,000
Number of returns with self-employment health insurance deduction 90
Self-employment health insurance deduction amount $1,211,000
Number of returns with IRA payments 20
IRA payments amount $168,000
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 30
Domestic production activities deduction amount $1,173,000
Number of returns with itemized deductions 1,110
Total itemized deductions amount $50,243,000
Amount of AGI for itemized returns $330,003,000
Number of returns with State and local income taxes 1,090
State and local income taxes amount $17,107,000
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 1,080
Real estate taxes amount $4,197,000
Number of returns with taxes paid 1,110
Taxes paid amount $22,657,000
Number of returns with mortgage interest paid 960
Mortgage interest paid amount $12,755,000
Number of returns with contributions 1,010
Contributions amount $9,726,000
Number of returns with taxable income 1,140
Taxable income amount $281,077,000
Number of returns with income tax before credits 1,140
Income tax before credits amount $66,634,000
Number of returns with alternative minimum tax 420
Alternative minimum tax amount $1,689,000
Number of returns with total tax credits 330
Total tax credits amount $421,000
Number of returns with foreign tax credit 210
Foreign tax credit amount $68,000
Number of returns with child and dependent care credit 80
Child and dependent care credit amount $54,000
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 40
Residential energy tax credit amount $37,000
Number of returns with self-employment tax 210
Self-employment tax amount $1,187,000
Number of returns with total tax payments 1,140
Total tax payments amount $62,222,000
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 1,140
Income tax amount [10] $66,213,000
Number of returns with tax liability 1,140
Total tax liability amount [11] $68,542,000
Number of returns with net investment income tax 390
Net investment income tax $614,000
Number of returns with tax due at time of filing 600
Tax due at time of filing amount [12] $11,318,000
Number of returns with overpayments refunded 480
Overpayments refunded amount [13] $3,584,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $793,000

[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.