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ZIP Code Database - Facts & Stats

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ZIP Code 24018 Income Tax Stats

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

ZIP Code 24018 Data

Zip Code:24018
City:Roanoke
State:VA [Virginia]
Counties: ROANOKE, VA
City Alias(es):Roanoke
Area Code:540
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


24018 Income Tax Overview

Total Number of Tax Returns for ZIP Code 24018 [1] 19,220
Total Number of Single Tax Returns for ZIP Code 24018 7,360
Total Number of Joint Tax Returns for ZIP Code 24018 8,570
Total Number of Dependents for ZIP Code 24018 10,280
Total Adjusted Gross Income for ZIP Code 24018 $1,723,286,000
Average Income per Person for ZIP Code 24018 $47,301
Average Income per Household for ZIP Code 24018 $89,661

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 5,340
Number of single returns 4,210
Number of joint returns 590
Number of head of household returns 460
Number of returns with paid preparer's signature 2,050
Number of exemptions 5,560
Number of dependents 1,110
Total number of volunteer prepared returns [5] 180
Number of volunteer income tax assistance (VITA) prepared returns [3] 40
Number of tax counseling for the elderly (TCE) prepared returns [3] 140
Number of volunteer prepared returns with Earned Income Credit 20
Number of refund anticipation check returns [3] 530
Number of elderly returns [4] 1,390
Adjust gross income (AGI) [5] $62,315,000
Number of returns with total income 5,340
Salaries and wages amount $63,560,000
Number of returns with salaries and wages 4,010
Salaries and wages amount $44,280
Number of returns with taxable interest 1,080
Taxable interest amount $884
Number of returns with ordinary dividends 850
Ordinary dividends amount $1,817,000
Number of returns with qualified dividends 790
Qualified dividends amount [6] $1,247
Number of returns with state and local income tax refunds 130
State and local income tax refunds amount $70
Number of returns with business or professional net income (less loss) 590
Business or professional net income (less loss) amount $3,838,000
Number of returns with net capital gain (less loss) 690
Net capital gain (less loss) amount $831,000
Number of returns with taxable individual retirement arrangements distributions 540
Taxable individual retirement arrangements distributions amount $3,312,000
Number of returns with taxable pensions and annuities 890
Taxable pensions and annuities amount $7,808,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $210,000
Number of returns with taxable Social Security benefits 430
Taxable Social Security benefits amount $825,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount ($86,000)
Number of returns with total statutory adjustments 800
Total statutory adjustments amount $1,245,000
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 100
Self-employment health insurance deduction amount $306,000
Number of returns with IRA payments 40
IRA payments amount $103,000
Number of returns with student loan interest deduction 220
Student loan interest deduction amount $241,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $123,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 450
Total itemized deductions amount $7,429,000
Amount of AGI for itemized returns $6,729,000
Number of returns with State and local income taxes 200
State and local income taxes amount $220,000
Number of returns with State and local general sales tax 190
State and local general sales tax amount $97,000
Number of returns with real estate taxes 320
Real estate taxes amount $773,000
Number of returns with taxes paid 430
Taxes paid amount $1,204,000
Number of returns with mortgage interest paid 220
Mortgage interest paid amount $1,223,000
Number of returns with contributions 310
Contributions amount $663,000
Number of returns with taxable income 2,450
Taxable income amount $14,403,000
Number of returns with income tax before credits 2,390
Income tax before credits amount $1,511,000
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 $200,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $9,000
Number of returns with nonrefundable education credit 170
Nonrefundable education credit amount $100,000
Number of returns with retirement savings contribution credit 270
Retirement savings contribution credit amount $45,000
Number of returns with child tax credit 110
Child tax credit amount $37,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 490
Self-employment tax amount $649,000
Number of returns with total tax payments 4,690
Total tax payments amount $7,774,000
Number of returns with earned income credit 1,150
Earned income credit amount [8] $2,419,000
Number of returns with excess earned income credit 980
Excess earned income credit (refundable) amount [9] $2,119,000
Number of returns with additional child tax credit 530
Additional child tax credit amount $627,000
Number of returns with refundable education credit 180
Refundable education credit amount $159,000
Number of returns with income tax 2,080
Income tax amount [10] $1,310,000
Number of returns with tax liability 2,510
Total tax liability amount [11] $2,036,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 550
Tax due at time of filing amount [12] $387,000
Number of returns with overpayments refunded 4,310
Overpayments refunded amount [13] $6,049,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $63,000

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

Number of returns 4,050
Number of single returns 2,320
Number of joint returns 1,010
Number of head of household returns 560
Number of returns with paid preparer's signature 1,720
Number of exemptions 6,790
Number of dependents 1,770
Total number of volunteer prepared returns [5] 70
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 70
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 570
Number of elderly returns [4] 1,210
Adjust gross income (AGI) [5] $148,071,000
Number of returns with total income 4,050
Salaries and wages amount $150,329,000
Number of returns with salaries and wages 3,210
Salaries and wages amount $108,114
Number of returns with taxable interest 1,110
Taxable interest amount $962
Number of returns with ordinary dividends 850
Ordinary dividends amount $2,915,000
Number of returns with qualified dividends 790
Qualified dividends amount [6] $2,014
Number of returns with state and local income tax refunds 500
State and local income tax refunds amount $351
Number of returns with business or professional net income (less loss) 450
Business or professional net income (less loss) amount $3,685,000
Number of returns with net capital gain (less loss) 670
Net capital gain (less loss) amount $2,138,000
Number of returns with taxable individual retirement arrangements distributions 590
Taxable individual retirement arrangements distributions amount $5,905,000
Number of returns with taxable pensions and annuities 1,020
Taxable pensions and annuities amount $16,668,000
Number of farm returns 40
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $323,000
Number of returns with taxable Social Security benefits 1,000
Taxable Social Security benefits amount $7,649,000
Number of returns with partnership/S-corp net income (less loss) 180
Partnership/S-corp net income (less loss) amount $653,000
Number of returns with total statutory adjustments 1,040
Total statutory adjustments amount $2,258,000
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 100
Self-employment health insurance deduction amount $366,000
Number of returns with IRA payments 90
IRA payments amount $367,000
Number of returns with student loan interest deduction 500
Student loan interest deduction amount $606,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $68,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,020
Total itemized deductions amount $17,315,000
Amount of AGI for itemized returns $38,717,000
Number of returns with State and local income taxes 790
State and local income taxes amount $1,444,000
Number of returns with State and local general sales tax 200
State and local general sales tax amount $128,000
Number of returns with real estate taxes 830
Real estate taxes amount $1,908,000
Number of returns with taxes paid 1,010
Taxes paid amount $3,724,000
Number of returns with mortgage interest paid 660
Mortgage interest paid amount $3,632,000
Number of returns with contributions 750
Contributions amount $2,193,000
Number of returns with taxable income 3,860
Taxable income amount $79,161,000
Number of returns with income tax before credits 3,820
Income tax before credits amount $9,700,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,480
Total tax credits amount $1,147,000
Number of returns with foreign tax credit 190
Foreign tax credit amount $10,000
Number of returns with child and dependent care credit 160
Child and dependent care credit amount $86,000
Number of returns with nonrefundable education credit 290
Nonrefundable education credit amount $284,000
Number of returns with retirement savings contribution credit 630
Retirement savings contribution credit amount $105,000
Number of returns with child tax credit 680
Child tax credit amount $637,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $11,000
Number of returns with self-employment tax 340
Self-employment tax amount $775,000
Number of returns with total tax payments 3,890
Total tax payments amount $16,111,000
Number of returns with earned income credit 690
Earned income credit amount [8] $1,340,000
Number of returns with excess earned income credit 550
Excess earned income credit (refundable) amount [9] $1,109,000
Number of returns with additional child tax credit 480
Additional child tax credit amount $669,000
Number of returns with refundable education credit 190
Refundable education credit amount $170,000
Number of returns with income tax 3,340
Income tax amount [10] $8,553,000
Number of returns with tax liability 3,500
Total tax liability amount [11] $9,494,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 720
Tax due at time of filing amount [12] $1,095,000
Number of returns with overpayments refunded 3,210
Overpayments refunded amount [13] $7,542,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $133,000

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

Number of returns 2,690
Number of single returns 1,140
Number of joint returns 1,210
Number of head of household returns 260
Number of returns with paid preparer's signature 1,320
Number of exemptions 5,360
Number of dependents 1,460
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] 250
Number of elderly returns [4] 1,090
Adjust gross income (AGI) [5] $166,137,000
Number of returns with total income 2,690
Salaries and wages amount $168,426,000
Number of returns with salaries and wages 2,090
Salaries and wages amount $110,898
Number of returns with taxable interest 1,090
Taxable interest amount $1,064
Number of returns with ordinary dividends 830
Ordinary dividends amount $4,013,000
Number of returns with qualified dividends 790
Qualified dividends amount [6] $2,879
Number of returns with state and local income tax refunds 750
State and local income tax refunds amount $520
Number of returns with business or professional net income (less loss) 320
Business or professional net income (less loss) amount $3,090,000
Number of returns with net capital gain (less loss) 710
Net capital gain (less loss) amount $3,491,000
Number of returns with taxable individual retirement arrangements distributions 600
Taxable individual retirement arrangements distributions amount $7,410,000
Number of returns with taxable pensions and annuities 890
Taxable pensions and annuities amount $20,746,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $237,000
Number of returns with taxable Social Security benefits 890
Taxable Social Security benefits amount $14,536,000
Number of returns with partnership/S-corp net income (less loss) 160
Partnership/S-corp net income (less loss) amount $1,590,000
Number of returns with total statutory adjustments 810
Total statutory adjustments amount $2,289,000
Number of returns with educator expenses 120
Educator expenses amount $28,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $281,000
Number of returns with self-employment health insurance deduction 90
Self-employment health insurance deduction amount $516,000
Number of returns with IRA payments 80
IRA payments amount $400,000
Number of returns with student loan interest deduction 360
Student loan interest deduction amount $399,000
Number of returns with tuition and fees deduction 40
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 1,170
Total itemized deductions amount $20,029,000
Amount of AGI for itemized returns $73,252,000
Number of returns with State and local income taxes 1,040
State and local income taxes amount $2,803,000
Number of returns with State and local general sales tax 110
State and local general sales tax amount $91,000
Number of returns with real estate taxes 1,040
Real estate taxes amount $2,501,000
Number of returns with taxes paid 1,170
Taxes paid amount $5,761,000
Number of returns with mortgage interest paid 840
Mortgage interest paid amount $4,920,000
Number of returns with contributions 920
Contributions amount $3,062,000
Number of returns with taxable income 2,680
Taxable income amount $108,600,000
Number of returns with income tax before credits 2,660
Income tax before credits amount $14,885,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,120
Total tax credits amount $1,402,000
Number of returns with foreign tax credit 270
Foreign tax credit amount $24,000
Number of returns with child and dependent care credit 170
Child and dependent care credit amount $86,000
Number of returns with nonrefundable education credit 210
Nonrefundable education credit amount $267,000
Number of returns with retirement savings contribution credit 200
Retirement savings contribution credit amount $35,000
Number of returns with child tax credit 640
Child tax credit amount $964,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $12,000
Number of returns with self-employment tax 250
Self-employment tax amount $673,000
Number of returns with total tax payments 2,650
Total tax payments amount $17,922,000
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 $127,000
Number of returns with refundable education credit 140
Refundable education credit amount $134,000
Number of returns with income tax 2,550
Income tax amount [10] $13,483,000
Number of returns with tax liability 2,590
Total tax liability amount [11] $14,282,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 740
Tax due at time of filing amount [12] $1,440,000
Number of returns with overpayments refunded 1,890
Overpayments refunded amount [13] $4,857,000
Number of returns with credit to next year’s estimated tax 90
Credited to next year’s estimated tax amount $199,000

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

Number of returns 2,110
Number of single returns 490
Number of joint returns 1,460
Number of head of household returns 120
Number of returns with paid preparer's signature 1,090
Number of exemptions 5,030
Number of dependents 1,450
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] 160
Number of elderly returns [4] 870
Adjust gross income (AGI) [5] $184,071,000
Number of returns with total income 2,110
Salaries and wages amount $186,426,000
Number of returns with salaries and wages 1,680
Salaries and wages amount $121,563
Number of returns with taxable interest 1,020
Taxable interest amount $1,287
Number of returns with ordinary dividends 790
Ordinary dividends amount $4,889,000
Number of returns with qualified dividends 750
Qualified dividends amount [6] $3,680
Number of returns with state and local income tax refunds 780
State and local income tax refunds amount $602
Number of returns with business or professional net income (less loss) 350
Business or professional net income (less loss) amount $3,801,000
Number of returns with net capital gain (less loss) 700
Net capital gain (less loss) amount $4,719,000
Number of returns with taxable individual retirement arrangements distributions 510
Taxable individual retirement arrangements distributions amount $9,453,000
Number of returns with taxable pensions and annuities 740
Taxable pensions and annuities amount $21,110,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $153,000
Number of returns with taxable Social Security benefits 720
Taxable Social Security benefits amount $15,040,000
Number of returns with partnership/S-corp net income (less loss) 190
Partnership/S-corp net income (less loss) amount $2,766,000
Number of returns with total statutory adjustments 700
Total statutory adjustments amount $2,355,000
Number of returns with educator expenses 110
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 80
Self-employment health insurance deduction amount $542,000
Number of returns with IRA payments 90
IRA payments amount $472,000
Number of returns with student loan interest deduction 290
Student loan interest deduction amount $336,000
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 1,200
Total itemized deductions amount $24,140,000
Amount of AGI for itemized returns $105,533,000
Number of returns with State and local income taxes 1,110
State and local income taxes amount $4,277,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $94,000
Number of returns with real estate taxes 1,110
Real estate taxes amount $2,960,000
Number of returns with taxes paid 1,200
Taxes paid amount $7,761,000
Number of returns with mortgage interest paid 880
Mortgage interest paid amount $5,834,000
Number of returns with contributions 1,020
Contributions amount $4,598,000
Number of returns with taxable income 2,110
Taxable income amount $128,664,000
Number of returns with income tax before credits 2,090
Income tax before credits amount $18,427,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 970
Total tax credits amount $1,420,000
Number of returns with foreign tax credit 260
Foreign tax credit amount $25,000
Number of returns with child and dependent care credit 160
Child and dependent care credit amount $85,000
Number of returns with nonrefundable education credit 200
Nonrefundable education credit amount $272,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 600
Child tax credit amount $994,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $17,000
Number of returns with self-employment tax 270
Self-employment tax amount $802,000
Number of returns with total tax payments 2,090
Total tax payments amount $20,702,000
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 140
Refundable education credit amount $139,000
Number of returns with income tax 2,080
Income tax amount [10] $17,007,000
Number of returns with tax liability 2,090
Total tax liability amount [11] $17,960,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 670
Tax due at time of filing amount [12] $1,753,000
Number of returns with overpayments refunded 1,380
Overpayments refunded amount [13] $4,268,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $120,000

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

Number of returns 3,510
Number of single returns 430
Number of joint returns 2,950
Number of head of household returns 120
Number of returns with paid preparer's signature 1,840
Number of exemptions 9,380
Number of dependents 2,930
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] 160
Number of elderly returns [4] 1,450
Adjust gross income (AGI) [5] $477,873,000
Number of returns with total income 3,510
Salaries and wages amount $484,884,000
Number of returns with salaries and wages 2,890
Salaries and wages amount $312,756
Number of returns with taxable interest 2,060
Taxable interest amount $3,640
Number of returns with ordinary dividends 1,750
Ordinary dividends amount $15,782,000
Number of returns with qualified dividends 1,650
Qualified dividends amount [6] $12,272
Number of returns with state and local income tax refunds 1,870
State and local income tax refunds amount $1,767
Number of returns with business or professional net income (less loss) 620
Business or professional net income (less loss) amount $12,545,000
Number of returns with net capital gain (less loss) 1,530
Net capital gain (less loss) amount $18,535,000
Number of returns with taxable individual retirement arrangements distributions 940
Taxable individual retirement arrangements distributions amount $24,563,000
Number of returns with taxable pensions and annuities 1,250
Taxable pensions and annuities amount $46,735,000
Number of farm returns 20
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $190,000
Number of returns with taxable Social Security benefits 1,080
Taxable Social Security benefits amount $27,195,000
Number of returns with partnership/S-corp net income (less loss) 540
Partnership/S-corp net income (less loss) amount $15,676,000
Number of returns with total statutory adjustments 1,330
Total statutory adjustments amount $7,011,000
Number of returns with educator expenses 210
Educator expenses amount $54,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $1,006,000
Number of returns with self-employment health insurance deduction 200
Self-employment health insurance deduction amount $1,879,000
Number of returns with IRA payments 140
IRA payments amount $860,000
Number of returns with student loan interest deduction 400
Student loan interest deduction amount $512,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $137,000
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $79,000
Number of returns with itemized deductions 2,840
Total itemized deductions amount $70,207,000
Amount of AGI for itemized returns $394,071,000
Number of returns with State and local income taxes 2,750
State and local income taxes amount $18,194,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $96,000
Number of returns with real estate taxes 2,700
Real estate taxes amount $8,969,000
Number of returns with taxes paid 2,840
Taxes paid amount $28,696,000
Number of returns with mortgage interest paid 2,270
Mortgage interest paid amount $17,288,000
Number of returns with contributions 2,550
Contributions amount $13,252,000
Number of returns with taxable income 3,500
Taxable income amount $361,102,000
Number of returns with income tax before credits 3,490
Income tax before credits amount $60,405,000
Number of returns with alternative minimum tax 70
Alternative minimum tax amount $148,000
Number of returns with total tax credits 1,740
Total tax credits amount $2,040,000
Number of returns with foreign tax credit 700
Foreign tax credit amount $176,000
Number of returns with child and dependent care credit 380
Child and dependent care credit amount $215,000
Number of returns with nonrefundable education credit 370
Nonrefundable education credit amount $562,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 670
Child tax credit amount $868,000
Number of returns with residential energy tax credit 70
Residential energy tax credit amount $60,000
Number of returns with self-employment tax 500
Self-employment tax amount $2,325,000
Number of returns with total tax payments 3,480
Total tax payments amount $63,237,000
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 340
Refundable education credit amount $343,000
Number of returns with income tax 3,480
Income tax amount [10] $58,365,000
Number of returns with tax liability 3,490
Total tax liability amount [11] $61,089,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,430
Tax due at time of filing amount [12] $6,674,000
Number of returns with overpayments refunded 1,900
Overpayments refunded amount [13] $7,586,000
Number of returns with credit to next year’s estimated tax 230
Credited to next year’s estimated tax amount $1,154,000

Adjusted Gross Income: $200,000 or more

Number of returns 1,520
Number of single returns 140
Number of joint returns 1,350
Number of head of household returns 0
Number of returns with paid preparer's signature 1,110
Number of exemptions 4,420
Number of dependents 1,560
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] 30
Number of elderly returns [4] 630
Adjust gross income (AGI) [5] $684,819,000
Number of returns with total income 1,520
Salaries and wages amount $696,813,000
Number of returns with salaries and wages 1,320
Salaries and wages amount $353,246
Number of returns with taxable interest 1,230
Taxable interest amount $8,108
Number of returns with ordinary dividends 1,120
Ordinary dividends amount $27,607,000
Number of returns with qualified dividends 1,090
Qualified dividends amount [6] $21,885
Number of returns with state and local income tax refunds 750
State and local income tax refunds amount $2,839
Number of returns with business or professional net income (less loss) 330
Business or professional net income (less loss) amount $19,619,000
Number of returns with net capital gain (less loss) 1,080
Net capital gain (less loss) amount $118,459,000
Number of returns with taxable individual retirement arrangements distributions 380
Taxable individual retirement arrangements distributions amount $17,252,000
Number of returns with taxable pensions and annuities 410
Taxable pensions and annuities amount $19,132,000
Number of farm returns 20
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 370
Taxable Social Security benefits amount $10,529,000
Number of returns with partnership/S-corp net income (less loss) 590
Partnership/S-corp net income (less loss) amount $97,536,000
Number of returns with total statutory adjustments 640
Total statutory adjustments amount $11,994,000
Number of returns with educator expenses 40
Educator expenses amount $9,000
Number of returns with self-employment retirement plans 100
Self-employment retirement plans amount $3,084,000
Number of returns with self-employment health insurance deduction 240
Self-employment health insurance deduction amount $3,091,000
Number of returns with IRA payments 20
IRA payments amount $227,000
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 40
Domestic production activities deduction amount $1,342,000
Number of returns with itemized deductions 1,480
Total itemized deductions amount $83,698,000
Amount of AGI for itemized returns $659,667,000
Number of returns with State and local income taxes 1,460
State and local income taxes amount $36,966,000
Number of returns with State and local general sales tax 20
State and local general sales tax amount $56,000
Number of returns with real estate taxes 1,430
Real estate taxes amount $8,503,000
Number of returns with taxes paid 1,480
Taxes paid amount $46,760,000
Number of returns with mortgage interest paid 1,070
Mortgage interest paid amount $11,694,000
Number of returns with contributions 1,380
Contributions amount $21,302,000
Number of returns with taxable income 1,520
Taxable income amount $589,261,000
Number of returns with income tax before credits 1,520
Income tax before credits amount $151,615,000
Number of returns with alternative minimum tax 850
Alternative minimum tax amount $4,810,000
Number of returns with total tax credits 790
Total tax credits amount $1,539,000
Number of returns with foreign tax credit 650
Foreign tax credit amount $748,000
Number of returns with child and dependent care credit 120
Child and dependent care credit amount $61,000
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 $18,000
Number of returns with self-employment tax 380
Self-employment tax amount $2,953,000
Number of returns with total tax payments 1,510
Total tax payments amount $155,715,000
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 1,520
Income tax amount [10] $150,076,000
Number of returns with tax liability 1,520
Total tax liability amount [11] $157,994,000
Number of returns with net investment income tax 900
Net investment income tax $3,534,000
Number of returns with tax due at time of filing 720
Tax due at time of filing amount [12] $19,145,000
Number of returns with overpayments refunded 590
Overpayments refunded amount [13] $6,016,000
Number of returns with credit to next year’s estimated tax 260
Credited to next year’s estimated tax amount $10,645,000

[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.