Zip Code Database List
1-800-425-1169
Account Login
Find ZIP+4 of Address

Find the ZIP Code, County, and +4 of any U.S. Address

FREE ZIP Code Finder

Find info on any U.S. ZIP Code

Other FREE Lookups

Lookup ZIP Code of any City, State, County or Area Code

FREE Radius Search

Find all ZIP Codes

FREE Distance Calc

Calculate the distance between two U.S. or Canadian ZIP codes.






ZIP Code Database - Facts & Stats

Share |

ZIP Code 23231 Income Tax Stats

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

ZIP Code 23231 Data

Zip Code:23231
City:Henrico
State:VA [Virginia]
Counties: HENRICO, VA
City Alias(es):Henrico
Area Code:804
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


23231 Income Tax Overview

Total Number of Tax Returns for ZIP Code 23231 [1] 18,370
Total Number of Single Tax Returns for ZIP Code 23231 4,590
Total Number of Joint Tax Returns for ZIP Code 23231 4,770
Total Number of Dependents for ZIP Code 23231 10,580
Total Adjusted Gross Income for ZIP Code 23231 $936,588,000
Average Income per Person for ZIP Code 23231 $27,003
Average Income per Household for ZIP Code 23231 $50,985

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 6,710
Number of single returns 4,340
Number of joint returns 440
Number of head of household returns 1,800
Number of returns with paid preparer's signature 2,120
Number of exemptions 9,810
Number of dependents 3,590
Total number of volunteer prepared returns [5] 140
Number of volunteer income tax assistance (VITA) prepared returns [3] 90
Number of tax counseling for the elderly (TCE) prepared returns [3] 50
Number of volunteer prepared returns with Earned Income Credit 40
Number of refund anticipation check returns [3] 1,620
Number of elderly returns [4] 1,160
Adjust gross income (AGI) [5] $87,306,000
Number of returns with total income 6,710
Salaries and wages amount $88,443,000
Number of returns with salaries and wages 5,710
Salaries and wages amount $74,043
Number of returns with taxable interest 490
Taxable interest amount $187
Number of returns with ordinary dividends 270
Ordinary dividends amount $504,000
Number of returns with qualified dividends 250
Qualified dividends amount [6] $360
Number of returns with state and local income tax refunds 170
State and local income tax refunds amount $87
Number of returns with business or professional net income (less loss) 990
Business or professional net income (less loss) amount $3,121,000
Number of returns with net capital gain (less loss) 190
Net capital gain (less loss) amount $229,000
Number of returns with taxable individual retirement arrangements distributions 250
Taxable individual retirement arrangements distributions amount $1,304,000
Number of returns with taxable pensions and annuities 880
Taxable pensions and annuities amount $8,179,000
Number of farm returns 0
Number of returns with unemployment compensation 190
Unemployment compensation amount [7] $577,000
Number of returns with taxable Social Security benefits 320
Taxable Social Security benefits amount $719,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $186,000
Number of returns with total statutory adjustments 1,030
Total statutory adjustments amount $1,137,000
Number of returns with educator expenses 30
Educator expenses amount $6,000
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 $141,000
Number of returns with IRA payments 30
IRA payments amount $82,000
Number of returns with student loan interest deduction 230
Student loan interest deduction amount $208,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $138,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 390
Total itemized deductions amount $5,674,000
Amount of AGI for itemized returns $6,484,000
Number of returns with State and local income taxes 270
State and local income taxes amount $263,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $34,000
Number of returns with real estate taxes 240
Real estate taxes amount $462,000
Number of returns with taxes paid 380
Taxes paid amount $889,000
Number of returns with mortgage interest paid 260
Mortgage interest paid amount $1,473,000
Number of returns with contributions 290
Contributions amount $639,000
Number of returns with taxable income 2,920
Taxable income amount $17,113,000
Number of returns with income tax before credits 2,960
Income tax before credits amount $1,852,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 920
Total tax credits amount $295,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $34,000
Number of returns with nonrefundable education credit 210
Nonrefundable education credit amount $108,000
Number of returns with retirement savings contribution credit 350
Retirement savings contribution credit amount $56,000
Number of returns with child tax credit 280
Child tax credit amount $91,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 700
Self-employment tax amount $909,000
Number of returns with total tax payments 6,400
Total tax payments amount $16,747,000
Number of returns with earned income credit 2,930
Earned income credit amount [8] $8,169,000
Number of returns with excess earned income credit 2,670
Excess earned income credit (refundable) amount [9] $7,460,000
Number of returns with additional child tax credit 1,780
Additional child tax credit amount $2,151,000
Number of returns with refundable education credit 390
Refundable education credit amount $342,000
Number of returns with income tax 2,360
Income tax amount [10] $1,557,000
Number of returns with tax liability 3,050
Total tax liability amount [11] $2,595,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 450
Tax due at time of filing amount [12] $358,000
Number of returns with overpayments refunded 6,070
Overpayments refunded amount [13] $14,488,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $32,000

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

Number of returns 5,150
Number of single returns 2,690
Number of joint returns 700
Number of head of household returns 1,480
Number of returns with paid preparer's signature 1,760
Number of exemptions 8,960
Number of dependents 3,120
Total number of volunteer prepared returns [5] 100
Number of volunteer income tax assistance (VITA) prepared returns [3] 60
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] 1,190
Number of elderly returns [4] 970
Adjust gross income (AGI) [5] $187,609,000
Number of returns with total income 5,150
Salaries and wages amount $189,157,000
Number of returns with salaries and wages 4,670
Salaries and wages amount $164,578
Number of returns with taxable interest 600
Taxable interest amount $392
Number of returns with ordinary dividends 350
Ordinary dividends amount $649,000
Number of returns with qualified dividends 310
Qualified dividends amount [6] $510
Number of returns with state and local income tax refunds 750
State and local income tax refunds amount $494
Number of returns with business or professional net income (less loss) 590
Business or professional net income (less loss) amount ($271,000)
Number of returns with net capital gain (less loss) 250
Net capital gain (less loss) amount $408,000
Number of returns with taxable individual retirement arrangements distributions 270
Taxable individual retirement arrangements distributions amount $2,300,000
Number of returns with taxable pensions and annuities 910
Taxable pensions and annuities amount $15,012,000
Number of farm returns 0
Number of returns with unemployment compensation 130
Unemployment compensation amount [7] $381,000
Number of returns with taxable Social Security benefits 680
Taxable Social Security benefits amount $4,843,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $346,000
Number of returns with total statutory adjustments 1,020
Total statutory adjustments amount $1,548,000
Number of returns with educator expenses 120
Educator expenses amount $29,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $137,000
Number of returns with IRA payments 60
IRA payments amount $144,000
Number of returns with student loan interest deduction 610
Student loan interest deduction amount $681,000
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 1,420
Total itemized deductions amount $21,351,000
Amount of AGI for itemized returns $55,512,000
Number of returns with State and local income taxes 1,300
State and local income taxes amount $2,347,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $99,000
Number of returns with real estate taxes 1,020
Real estate taxes amount $1,589,000
Number of returns with taxes paid 1,420
Taxes paid amount $4,499,000
Number of returns with mortgage interest paid 1,020
Mortgage interest paid amount $5,923,000
Number of returns with contributions 1,100
Contributions amount $3,784,000
Number of returns with taxable income 5,000
Taxable income amount $99,966,000
Number of returns with income tax before credits 4,990
Income tax before credits amount $12,504,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 2,100
Total tax credits amount $1,975,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 460
Child and dependent care credit amount $288,000
Number of returns with nonrefundable education credit 440
Nonrefundable education credit amount $454,000
Number of returns with retirement savings contribution credit 840
Retirement savings contribution credit amount $123,000
Number of returns with child tax credit 1,130
Child tax credit amount $1,037,000
Number of returns with residential energy tax credit 80
Residential energy tax credit amount $52,000
Number of returns with self-employment tax 240
Self-employment tax amount $487,000
Number of returns with total tax payments 5,080
Total tax payments amount $21,319,000
Number of returns with earned income credit 1,270
Earned income credit amount [8] $2,475,000
Number of returns with excess earned income credit 1,050
Excess earned income credit (refundable) amount [9] $2,142,000
Number of returns with additional child tax credit 860
Additional child tax credit amount $1,113,000
Number of returns with refundable education credit 320
Refundable education credit amount $278,000
Number of returns with income tax 4,140
Income tax amount [10] $10,530,000
Number of returns with tax liability 4,300
Total tax liability amount [11] $11,222,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 790
Tax due at time of filing amount [12] $1,063,000
Number of returns with overpayments refunded 4,330
Overpayments refunded amount [13] $11,081,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 2,760
Number of single returns 1,210
Number of joint returns 910
Number of head of household returns 490
Number of returns with paid preparer's signature 1,180
Number of exemptions 5,130
Number of dependents 1,460
Total number of volunteer prepared returns [5] 30
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 30
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 470
Number of elderly returns [4] 760
Adjust gross income (AGI) [5] $169,381,000
Number of returns with total income 2,760
Salaries and wages amount $170,762,000
Number of returns with salaries and wages 2,490
Salaries and wages amount $136,852
Number of returns with taxable interest 600
Taxable interest amount $363
Number of returns with ordinary dividends 380
Ordinary dividends amount $1,008,000
Number of returns with qualified dividends 350
Qualified dividends amount [6] $736
Number of returns with state and local income tax refunds 1,000
State and local income tax refunds amount $749
Number of returns with business or professional net income (less loss) 410
Business or professional net income (less loss) amount $1,222,000
Number of returns with net capital gain (less loss) 280
Net capital gain (less loss) amount $726,000
Number of returns with taxable individual retirement arrangements distributions 320
Taxable individual retirement arrangements distributions amount $3,742,000
Number of returns with taxable pensions and annuities 720
Taxable pensions and annuities amount $16,064,000
Number of farm returns 40
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $256,000
Number of returns with taxable Social Security benefits 540
Taxable Social Security benefits amount $8,582,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $982,000
Number of returns with total statutory adjustments 760
Total statutory adjustments amount $1,381,000
Number of returns with educator expenses 100
Educator expenses amount $23,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $200,000
Number of returns with IRA payments 40
IRA payments amount $140,000
Number of returns with student loan interest deduction 420
Student loan interest deduction amount $491,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $83,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,490
Total itemized deductions amount $26,364,000
Amount of AGI for itemized returns $92,233,000
Number of returns with State and local income taxes 1,440
State and local income taxes amount $4,063,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $23,000
Number of returns with real estate taxes 1,280
Real estate taxes amount $2,227,000
Number of returns with taxes paid 1,490
Taxes paid amount $6,863,000
Number of returns with mortgage interest paid 1,240
Mortgage interest paid amount $8,226,000
Number of returns with contributions 1,210
Contributions amount $4,649,000
Number of returns with taxable income 2,750
Taxable income amount $109,899,000
Number of returns with income tax before credits 2,750
Income tax before credits amount $15,686,000
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 $1,241,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 170
Child and dependent care credit amount $105,000
Number of returns with nonrefundable education credit 220
Nonrefundable education credit amount $277,000
Number of returns with retirement savings contribution credit 140
Retirement savings contribution credit amount $21,000
Number of returns with child tax credit 570
Child tax credit amount $779,000
Number of returns with residential energy tax credit 80
Residential energy tax credit amount $37,000
Number of returns with self-employment tax 210
Self-employment tax amount $513,000
Number of returns with total tax payments 2,740
Total tax payments amount $19,514,000
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 110
Additional child tax credit amount $140,000
Number of returns with refundable education credit 150
Refundable education credit amount $136,000
Number of returns with income tax 2,650
Income tax amount [10] $14,444,000
Number of returns with tax liability 2,660
Total tax liability amount [11] $15,143,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 630
Tax due at time of filing amount [12] $1,417,000
Number of returns with overpayments refunded 2,110
Overpayments refunded amount [13] $5,718,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $31,000

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

Number of returns 1,600
Number of single returns 400
Number of joint returns 960
Number of head of household returns 180
Number of returns with paid preparer's signature 730
Number of exemptions 3,540
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] 180
Number of elderly returns [4] 490
Adjust gross income (AGI) [5] $138,511,000
Number of returns with total income 1,600
Salaries and wages amount $139,707,000
Number of returns with salaries and wages 1,450
Salaries and wages amount $107,233
Number of returns with taxable interest 510
Taxable interest amount $337
Number of returns with ordinary dividends 320
Ordinary dividends amount $1,017,000
Number of returns with qualified dividends 300
Qualified dividends amount [6] $810
Number of returns with state and local income tax refunds 740
State and local income tax refunds amount $638
Number of returns with business or professional net income (less loss) 250
Business or professional net income (less loss) amount $1,398,000
Number of returns with net capital gain (less loss) 240
Net capital gain (less loss) amount $1,158,000
Number of returns with taxable individual retirement arrangements distributions 220
Taxable individual retirement arrangements distributions amount $4,083,000
Number of returns with taxable pensions and annuities 550
Taxable pensions and annuities amount $14,907,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $161,000
Number of returns with taxable Social Security benefits 380
Taxable Social Security benefits amount $7,629,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $766,000
Number of returns with total statutory adjustments 420
Total statutory adjustments amount $1,196,000
Number of returns with educator expenses 60
Educator expenses amount $15,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $214,000
Number of returns with IRA payments 40
IRA payments amount $180,000
Number of returns with student loan interest deduction 200
Student loan interest deduction amount $257,000
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 1,040
Total itemized deductions amount $21,099,000
Amount of AGI for itemized returns $89,749,000
Number of returns with State and local income taxes 1,000
State and local income taxes amount $3,961,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $69,000
Number of returns with real estate taxes 950
Real estate taxes amount $2,046,000
Number of returns with taxes paid 1,030
Taxes paid amount $6,523,000
Number of returns with mortgage interest paid 910
Mortgage interest paid amount $6,554,000
Number of returns with contributions 890
Contributions amount $4,154,000
Number of returns with taxable income 1,600
Taxable income amount $96,569,000
Number of returns with income tax before credits 1,600
Income tax before credits amount $14,505,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 570
Total tax credits amount $903,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $6,000
Number of returns with child and dependent care credit 140
Child and dependent care credit amount $89,000
Number of returns with nonrefundable education credit 130
Nonrefundable education credit amount $174,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 400
Child tax credit amount $582,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $44,000
Number of returns with self-employment tax 130
Self-employment tax amount $404,000
Number of returns with total tax payments 1,590
Total tax payments amount $16,493,000
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 100
Refundable education credit amount $92,000
Number of returns with income tax 1,590
Income tax amount [10] $13,603,000
Number of returns with tax liability 1,590
Total tax liability amount [11] $14,193,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 470
Tax due at time of filing amount [12] $1,267,000
Number of returns with overpayments refunded 1,110
Overpayments refunded amount [13] $3,445,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $53,000

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

Number of returns 1,880
Number of single returns 230
Number of joint returns 1,540
Number of head of household returns 90
Number of returns with paid preparer's signature 920
Number of exemptions 4,700
Number of dependents 1,280
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] 150
Number of elderly returns [4] 590
Adjust gross income (AGI) [5] $245,848,000
Number of returns with total income 1,880
Salaries and wages amount $247,867,000
Number of returns with salaries and wages 1,750
Salaries and wages amount $187,547
Number of returns with taxable interest 770
Taxable interest amount $562
Number of returns with ordinary dividends 550
Ordinary dividends amount $2,434,000
Number of returns with qualified dividends 520
Qualified dividends amount [6] $2,095
Number of returns with state and local income tax refunds 1,060
State and local income tax refunds amount $981
Number of returns with business or professional net income (less loss) 380
Business or professional net income (less loss) amount $2,441,000
Number of returns with net capital gain (less loss) 390
Net capital gain (less loss) amount $2,633,000
Number of returns with taxable individual retirement arrangements distributions 320
Taxable individual retirement arrangements distributions amount $8,729,000
Number of returns with taxable pensions and annuities 710
Taxable pensions and annuities amount $26,367,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $217,000
Number of returns with taxable Social Security benefits 430
Taxable Social Security benefits amount $10,328,000
Number of returns with partnership/S-corp net income (less loss) 140
Partnership/S-corp net income (less loss) amount $4,113,000
Number of returns with total statutory adjustments 640
Total statutory adjustments amount $2,019,000
Number of returns with educator expenses 100
Educator expenses amount $26,000
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 $345,000
Number of returns with IRA payments 40
IRA payments amount $184,000
Number of returns with student loan interest deduction 310
Student loan interest deduction amount $401,000
Number of returns with tuition and fees deduction 40
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 1,540
Total itemized deductions amount $38,128,000
Amount of AGI for itemized returns $205,491,000
Number of returns with State and local income taxes 1,500
State and local income taxes amount $9,397,000
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 1,480
Real estate taxes amount $3,498,000
Number of returns with taxes paid 1,540
Taxes paid amount $13,972,000
Number of returns with mortgage interest paid 1,400
Mortgage interest paid amount $11,710,000
Number of returns with contributions 1,380
Contributions amount $7,342,000
Number of returns with taxable income 1,880
Taxable income amount $184,537,000
Number of returns with income tax before credits 1,880
Income tax before credits amount $31,435,000
Number of returns with alternative minimum tax 40
Alternative minimum tax amount $83,000
Number of returns with total tax credits 660
Total tax credits amount $866,000
Number of returns with foreign tax credit 110
Foreign tax credit amount $8,000
Number of returns with child and dependent care credit 210
Child and dependent care credit amount $135,000
Number of returns with nonrefundable education credit 190
Nonrefundable education credit amount $248,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 320
Child tax credit amount $405,000
Number of returns with residential energy tax credit 70
Residential energy tax credit amount $45,000
Number of returns with self-employment tax 200
Self-employment tax amount $584,000
Number of returns with total tax payments 1,870
Total tax payments amount $32,444,000
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 150
Refundable education credit amount $144,000
Number of returns with income tax 1,870
Income tax amount [10] $30,569,000
Number of returns with tax liability 1,870
Total tax liability amount [11] $31,455,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 760
Tax due at time of filing amount [12] $3,228,000
Number of returns with overpayments refunded 1,100
Overpayments refunded amount [13] $4,014,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $95,000

Adjusted Gross Income: $200,000 or more

Number of returns 270
Number of single returns 40
Number of joint returns 220
Number of head of household returns 0
Number of returns with paid preparer's signature 190
Number of exemptions 630
Number of dependents 150
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 0
Number of elderly returns [4] 110
Adjust gross income (AGI) [5] $107,933,000
Number of returns with total income 270
Salaries and wages amount $110,151,000
Number of returns with salaries and wages 240
Salaries and wages amount $49,471
Number of returns with taxable interest 200
Taxable interest amount $918
Number of returns with ordinary dividends 160
Ordinary dividends amount $7,087,000
Number of returns with qualified dividends 150
Qualified dividends amount [6] $6,450
Number of returns with state and local income tax refunds 140
State and local income tax refunds amount $537
Number of returns with business or professional net income (less loss) 70
Business or professional net income (less loss) amount ($142,000)
Number of returns with net capital gain (less loss) 150
Net capital gain (less loss) amount $10,088,000
Number of returns with taxable individual retirement arrangements distributions 70
Taxable individual retirement arrangements distributions amount $3,674,000
Number of returns with taxable pensions and annuities 100
Taxable pensions and annuities amount $7,487,000
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 70
Taxable Social Security benefits amount $2,050,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $26,153,000
Number of returns with total statutory adjustments 90
Total statutory adjustments amount $2,218,000
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 20
Self-employment health insurance deduction amount $239,000
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 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 260
Total itemized deductions amount $15,289,000
Amount of AGI for itemized returns $105,365,000
Number of returns with State and local income taxes 250
State and local income taxes amount $6,144,000
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 250
Real estate taxes amount $1,216,000
Number of returns with taxes paid 260
Taxes paid amount $7,718,000
Number of returns with mortgage interest paid 200
Mortgage interest paid amount $2,213,000
Number of returns with contributions 230
Contributions amount $5,106,000
Number of returns with taxable income 270
Taxable income amount $90,496,000
Number of returns with income tax before credits 270
Income tax before credits amount $24,072,000
Number of returns with alternative minimum tax 110
Alternative minimum tax amount $880,000
Number of returns with total tax credits 100
Total tax credits amount $278,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $113,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 50
Self-employment tax amount $291,000
Number of returns with total tax payments 270
Total tax payments amount $25,112,000
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 270
Income tax amount [10] $23,794,000
Number of returns with tax liability 270
Total tax liability amount [11] $24,883,000
Number of returns with net investment income tax 130
Net investment income tax $565,000
Number of returns with tax due at time of filing 150
Tax due at time of filing amount [12] $2,782,000
Number of returns with overpayments refunded 90
Overpayments refunded amount [13] $708,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $1,181,000

[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.