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ZIP Code Database - Facts & Stats

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ZIP Code 29072 Income Tax Stats

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

ZIP Code 29072 Data

Zip Code:29072
City:Lexington
State:SC [South Carolina]
Counties: LEXINGTON, SC
City Alias(es):Lexington
Area Code:803
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





29072 Income Tax Overview

Total Number of Tax Returns for ZIP Code 29072 [1] 27,590
Total Number of Single Tax Returns for ZIP Code 29072 11,770
Total Number of Joint Tax Returns for ZIP Code 29072 13,470
Total Number of Dependents for ZIP Code 29072 19,620
Total Adjusted Gross Income for ZIP Code 29072 $2,392,483,000
Average Income per Person for ZIP Code 29072 $48,269
Average Income per Household for ZIP Code 29072 $86,716

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 7,330
Number of single returns 5,670
Number of joint returns 730
Number of head of household returns 770
Number of returns with paid preparer's signature 3,010
Number of exemptions 7,460
Number of dependents 1,870
Total number of volunteer prepared returns [5] 140
Number of volunteer income tax assistance (VITA) prepared returns [3] 60
Number of tax counseling for the elderly (TCE) prepared returns [3] 80
Number of volunteer prepared returns with Earned Income Credit 20
Number of refund anticipation check returns [3] 920
Number of elderly returns [4] 1,400
Adjust gross income (AGI) [5] $83,590,000
Number of returns with total income 7,330
Salaries and wages amount $85,174,000
Number of returns with salaries and wages 5,810
Salaries and wages amount $64,352
Number of returns with taxable interest 1,040
Taxable interest amount $620
Number of returns with ordinary dividends 790
Ordinary dividends amount $1,412,000
Number of returns with qualified dividends 730
Qualified dividends amount [6] $970
Number of returns with state and local income tax refunds 160
State and local income tax refunds amount $132
Number of returns with business or professional net income (less loss) 950
Business or professional net income (less loss) amount $5,559,000
Number of returns with net capital gain (less loss) 650
Net capital gain (less loss) amount $495,000
Number of returns with taxable individual retirement arrangements distributions 510
Taxable individual retirement arrangements distributions amount $3,628,000
Number of returns with taxable pensions and annuities 970
Taxable pensions and annuities amount $9,026,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $295,000
Number of returns with taxable Social Security benefits 450
Taxable Social Security benefits amount $1,008,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount ($46,000)
Number of returns with total statutory adjustments 1,140
Total statutory adjustments amount $1,584,000
Number of returns with educator expenses 20
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 110
Self-employment health insurance deduction amount $338,000
Number of returns with IRA payments 30
IRA payments amount $97,000
Number of returns with student loan interest deduction 280
Student loan interest deduction amount $251,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $164,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 590
Total itemized deductions amount $9,561,000
Amount of AGI for itemized returns $8,943,000
Number of returns with State and local income taxes 230
State and local income taxes amount $367,000
Number of returns with State and local general sales tax 290
State and local general sales tax amount $191,000
Number of returns with real estate taxes 440
Real estate taxes amount $741,000
Number of returns with taxes paid 580
Taxes paid amount $1,534,000
Number of returns with mortgage interest paid 360
Mortgage interest paid amount $2,149,000
Number of returns with contributions 430
Contributions amount $1,180,000
Number of returns with taxable income 3,290
Taxable income amount $19,378,000
Number of returns with income tax before credits 3,250
Income tax before credits amount $2,087,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 720
Total tax credits amount $249,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $18,000
Number of returns with nonrefundable education credit 210
Nonrefundable education credit amount $125,000
Number of returns with retirement savings contribution credit 240
Retirement savings contribution credit amount $40,000
Number of returns with child tax credit 160
Child tax credit amount $57,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 770
Self-employment tax amount $1,060,000
Number of returns with total tax payments 6,580
Total tax payments amount $11,225,000
Number of returns with earned income credit 1,670
Earned income credit amount [8] $3,974,000
Number of returns with excess earned income credit 1,440
Excess earned income credit (refundable) amount [9] $3,516,000
Number of returns with additional child tax credit 930
Additional child tax credit amount $1,121,000
Number of returns with refundable education credit 310
Refundable education credit amount $267,000
Number of returns with income tax 2,830
Income tax amount [10] $1,838,000
Number of returns with tax liability 3,480
Total tax liability amount [11] $3,027,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 830
Tax due at time of filing amount [12] $658,000
Number of returns with overpayments refunded 6,000
Overpayments refunded amount [13] $8,760,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $90,000

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

Number of returns 5,130
Number of single returns 2,600
Number of joint returns 1,330
Number of head of household returns 900
Number of returns with paid preparer's signature 2,370
Number of exemptions 9,320
Number of dependents 2,900
Total number of volunteer prepared returns [5] 70
Number of volunteer income tax assistance (VITA) prepared returns [3] 30
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] 890
Number of elderly returns [4] 1,100
Adjust gross income (AGI) [5] $189,334,000
Number of returns with total income 5,130
Salaries and wages amount $192,114,000
Number of returns with salaries and wages 4,300
Salaries and wages amount $149,552
Number of returns with taxable interest 1,050
Taxable interest amount $660
Number of returns with ordinary dividends 730
Ordinary dividends amount $1,686,000
Number of returns with qualified dividends 670
Qualified dividends amount [6] $1,168
Number of returns with state and local income tax refunds 650
State and local income tax refunds amount $582
Number of returns with business or professional net income (less loss) 760
Business or professional net income (less loss) amount $6,358,000
Number of returns with net capital gain (less loss) 600
Net capital gain (less loss) amount $1,191,000
Number of returns with taxable individual retirement arrangements distributions 510
Taxable individual retirement arrangements distributions amount $5,457,000
Number of returns with taxable pensions and annuities 1,020
Taxable pensions and annuities amount $17,953,000
Number of farm returns 30
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $378,000
Number of returns with taxable Social Security benefits 930
Taxable Social Security benefits amount $6,847,000
Number of returns with partnership/S-corp net income (less loss) 190
Partnership/S-corp net income (less loss) amount $1,227,000
Number of returns with total statutory adjustments 1,450
Total statutory adjustments amount $2,780,000
Number of returns with educator expenses 170
Educator expenses amount $42,000
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 $388,000
Number of returns with IRA payments 80
IRA payments amount $301,000
Number of returns with student loan interest deduction 720
Student loan interest deduction amount $818,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $73,000
Returns with domestic production activities deduction 20
Domestic production activities deduction amount $49,000
Number of returns with itemized deductions 1,320
Total itemized deductions amount $20,742,000
Amount of AGI for itemized returns $51,369,000
Number of returns with State and local income taxes 1,010
State and local income taxes amount $2,149,000
Number of returns with State and local general sales tax 270
State and local general sales tax amount $209,000
Number of returns with real estate taxes 1,080
Real estate taxes amount $1,690,000
Number of returns with taxes paid 1,310
Taxes paid amount $4,611,000
Number of returns with mortgage interest paid 960
Mortgage interest paid amount $5,489,000
Number of returns with contributions 960
Contributions amount $2,882,000
Number of returns with taxable income 4,900
Taxable income amount $99,360,000
Number of returns with income tax before credits 4,880
Income tax before credits amount $12,351,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,960
Total tax credits amount $1,832,000
Number of returns with foreign tax credit 170
Foreign tax credit amount $7,000
Number of returns with child and dependent care credit 320
Child and dependent care credit amount $180,000
Number of returns with nonrefundable education credit 400
Nonrefundable education credit amount $419,000
Number of returns with retirement savings contribution credit 640
Retirement savings contribution credit amount $117,000
Number of returns with child tax credit 1,110
Child tax credit amount $1,056,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $48,000
Number of returns with self-employment tax 530
Self-employment tax amount $1,353,000
Number of returns with total tax payments 4,960
Total tax payments amount $20,223,000
Number of returns with earned income credit 1,090
Earned income credit amount [8] $2,146,000
Number of returns with excess earned income credit 870
Excess earned income credit (refundable) amount [9] $1,691,000
Number of returns with additional child tax credit 830
Additional child tax credit amount $1,115,000
Number of returns with refundable education credit 280
Refundable education credit amount $252,000
Number of returns with income tax 4,070
Income tax amount [10] $10,519,000
Number of returns with tax liability 4,350
Total tax liability amount [11] $12,164,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,010
Tax due at time of filing amount [12] $1,598,000
Number of returns with overpayments refunded 4,040
Overpayments refunded amount [13] $9,519,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $98,000

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

Number of returns 4,000
Number of single returns 1,370
Number of joint returns 1,950
Number of head of household returns 460
Number of returns with paid preparer's signature 2,030
Number of exemptions 8,820
Number of dependents 2,880
Total number of volunteer prepared returns [5] 40
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 40
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 480
Number of elderly returns [4] 1,100
Adjust gross income (AGI) [5] $247,317,000
Number of returns with total income 4,000
Salaries and wages amount $250,642,000
Number of returns with salaries and wages 3,330
Salaries and wages amount $184,020
Number of returns with taxable interest 1,280
Taxable interest amount $1,086
Number of returns with ordinary dividends 860
Ordinary dividends amount $2,865,000
Number of returns with qualified dividends 780
Qualified dividends amount [6] $2,075
Number of returns with state and local income tax refunds 1,210
State and local income tax refunds amount $1,379
Number of returns with business or professional net income (less loss) 680
Business or professional net income (less loss) amount $6,039,000
Number of returns with net capital gain (less loss) 740
Net capital gain (less loss) amount $2,410,000
Number of returns with taxable individual retirement arrangements distributions 550
Taxable individual retirement arrangements distributions amount $7,530,000
Number of returns with taxable pensions and annuities 1,080
Taxable pensions and annuities amount $27,708,000
Number of farm returns 40
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $276,000
Number of returns with taxable Social Security benefits 910
Taxable Social Security benefits amount $14,613,000
Number of returns with partnership/S-corp net income (less loss) 230
Partnership/S-corp net income (less loss) amount $2,281,000
Number of returns with total statutory adjustments 1,380
Total statutory adjustments amount $3,325,000
Number of returns with educator expenses 180
Educator expenses amount $46,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $225,000
Number of returns with self-employment health insurance deduction 90
Self-employment health insurance deduction amount $562,000
Number of returns with IRA payments 110
IRA payments amount $467,000
Number of returns with student loan interest deduction 670
Student loan interest deduction amount $746,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $96,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,850
Total itemized deductions amount $31,523,000
Amount of AGI for itemized returns $114,922,000
Number of returns with State and local income taxes 1,650
State and local income taxes amount $5,250,000
Number of returns with State and local general sales tax 180
State and local general sales tax amount $188,000
Number of returns with real estate taxes 1,670
Real estate taxes amount $2,678,000
Number of returns with taxes paid 1,840
Taxes paid amount $9,085,000
Number of returns with mortgage interest paid 1,520
Mortgage interest paid amount $9,313,000
Number of returns with contributions 1,470
Contributions amount $5,239,000
Number of returns with taxable income 3,970
Taxable income amount $157,212,000
Number of returns with income tax before credits 3,960
Income tax before credits amount $21,737,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,800
Total tax credits amount $2,728,000
Number of returns with foreign tax credit 280
Foreign tax credit amount $32,000
Number of returns with child and dependent care credit 320
Child and dependent care credit amount $186,000
Number of returns with nonrefundable education credit 320
Nonrefundable education credit amount $412,000
Number of returns with retirement savings contribution credit 270
Retirement savings contribution credit amount $42,000
Number of returns with child tax credit 1,260
Child tax credit amount $1,923,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $99,000
Number of returns with self-employment tax 490
Self-employment tax amount $1,339,000
Number of returns with total tax payments 3,930
Total tax payments amount $25,515,000
Number of returns with earned income credit 30
Earned income credit amount [8] $10,000
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 $299,000
Number of returns with refundable education credit 220
Refundable education credit amount $198,000
Number of returns with income tax 3,740
Income tax amount [10] $19,009,000
Number of returns with tax liability 3,830
Total tax liability amount [11] $20,620,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,110
Tax due at time of filing amount [12] $2,594,000
Number of returns with overpayments refunded 2,820
Overpayments refunded amount [13] $7,225,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $187,000

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

Number of returns 3,230
Number of single returns 570
Number of joint returns 2,360
Number of head of household returns 190
Number of returns with paid preparer's signature 1,690
Number of exemptions 8,540
Number of dependents 2,950
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] 320
Number of elderly returns [4] 900
Adjust gross income (AGI) [5] $281,367,000
Number of returns with total income 3,230
Salaries and wages amount $284,870,000
Number of returns with salaries and wages 2,790
Salaries and wages amount $211,247
Number of returns with taxable interest 1,230
Taxable interest amount $1,413
Number of returns with ordinary dividends 930
Ordinary dividends amount $3,345,000
Number of returns with qualified dividends 860
Qualified dividends amount [6] $2,395
Number of returns with state and local income tax refunds 1,410
State and local income tax refunds amount $1,921
Number of returns with business or professional net income (less loss) 640
Business or professional net income (less loss) amount $7,448,000
Number of returns with net capital gain (less loss) 780
Net capital gain (less loss) amount $3,462,000
Number of returns with taxable individual retirement arrangements distributions 490
Taxable individual retirement arrangements distributions amount $8,924,000
Number of returns with taxable pensions and annuities 920
Taxable pensions and annuities amount $27,093,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $253,000
Number of returns with taxable Social Security benefits 730
Taxable Social Security benefits amount $15,562,000
Number of returns with partnership/S-corp net income (less loss) 260
Partnership/S-corp net income (less loss) amount $4,321,000
Number of returns with total statutory adjustments 1,240
Total statutory adjustments amount $3,503,000
Number of returns with educator expenses 190
Educator expenses amount $51,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 90
Self-employment health insurance deduction amount $546,000
Number of returns with IRA payments 100
IRA payments amount $488,000
Number of returns with student loan interest deduction 590
Student loan interest deduction amount $680,000
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 2,020
Total itemized deductions amount $39,587,000
Amount of AGI for itemized returns $176,754,000
Number of returns with State and local income taxes 1,870
State and local income taxes amount $8,397,000
Number of returns with State and local general sales tax 130
State and local general sales tax amount $188,000
Number of returns with real estate taxes 1,860
Real estate taxes amount $3,600,000
Number of returns with taxes paid 2,010
Taxes paid amount $13,553,000
Number of returns with mortgage interest paid 1,730
Mortgage interest paid amount $11,864,000
Number of returns with contributions 1,700
Contributions amount $7,337,000
Number of returns with taxable income 3,220
Taxable income amount $192,528,000
Number of returns with income tax before credits 3,210
Income tax before credits amount $27,807,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,710
Total tax credits amount $3,097,000
Number of returns with foreign tax credit 280
Foreign tax credit amount $29,000
Number of returns with child and dependent care credit 430
Child and dependent care credit amount $248,000
Number of returns with nonrefundable education credit 330
Nonrefundable education credit amount $465,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 1,260
Child tax credit amount $2,169,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $94,000
Number of returns with self-employment tax 480
Self-employment tax amount $1,499,000
Number of returns with total tax payments 3,190
Total tax payments amount $30,580,000
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 50
Additional child tax credit amount $79,000
Number of returns with refundable education credit 220
Refundable education credit amount $225,000
Number of returns with income tax 3,170
Income tax amount [10] $24,710,000
Number of returns with tax liability 3,190
Total tax liability amount [11] $26,530,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,000
Tax due at time of filing amount [12] $2,949,000
Number of returns with overpayments refunded 2,170
Overpayments refunded amount [13] $6,716,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $233,000

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

Number of returns 5,950
Number of single returns 410
Number of joint returns 5,300
Number of head of household returns 170
Number of returns with paid preparer's signature 3,130
Number of exemptions 17,800
Number of dependents 6,550
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] 330
Number of elderly returns [4] 1,550
Adjust gross income (AGI) [5] $809,330,000
Number of returns with total income 5,950
Salaries and wages amount $818,030,000
Number of returns with salaries and wages 5,330
Salaries and wages amount $621,537
Number of returns with taxable interest 2,840
Taxable interest amount $3,043
Number of returns with ordinary dividends 2,130
Ordinary dividends amount $10,609,000
Number of returns with qualified dividends 2,000
Qualified dividends amount [6] $8,247
Number of returns with state and local income tax refunds 3,850
State and local income tax refunds amount $6,445
Number of returns with business or professional net income (less loss) 1,170
Business or professional net income (less loss) amount $16,921,000
Number of returns with net capital gain (less loss) 1,900
Net capital gain (less loss) amount $17,226,000
Number of returns with taxable individual retirement arrangements distributions 980
Taxable individual retirement arrangements distributions amount $23,940,000
Number of returns with taxable pensions and annuities 1,760
Taxable pensions and annuities amount $68,026,000
Number of farm returns 80
Number of returns with unemployment compensation 120
Unemployment compensation amount [7] $418,000
Number of returns with taxable Social Security benefits 1,130
Taxable Social Security benefits amount $28,635,000
Number of returns with partnership/S-corp net income (less loss) 710
Partnership/S-corp net income (less loss) amount $17,208,000
Number of returns with total statutory adjustments 2,430
Total statutory adjustments amount $8,700,000
Number of returns with educator expenses 440
Educator expenses amount $121,000
Number of returns with self-employment retirement plans 60
Self-employment retirement plans amount $903,000
Number of returns with self-employment health insurance deduction 170
Self-employment health insurance deduction amount $1,531,000
Number of returns with IRA payments 200
IRA payments amount $1,122,000
Number of returns with student loan interest deduction 950
Student loan interest deduction amount $1,064,000
Number of returns with tuition and fees deduction 110
Tuition and fees deduction amount $232,000
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $128,000
Number of returns with itemized deductions 5,070
Total itemized deductions amount $125,098,000
Amount of AGI for itemized returns $700,232,000
Number of returns with State and local income taxes 4,920
State and local income taxes amount $36,803,000
Number of returns with State and local general sales tax 120
State and local general sales tax amount $188,000
Number of returns with real estate taxes 4,850
Real estate taxes amount $10,918,000
Number of returns with taxes paid 5,060
Taxes paid amount $52,623,000
Number of returns with mortgage interest paid 4,510
Mortgage interest paid amount $35,817,000
Number of returns with contributions 4,530
Contributions amount $23,072,000
Number of returns with taxable income 5,940
Taxable income amount $600,812,000
Number of returns with income tax before credits 5,940
Income tax before credits amount $100,913,000
Number of returns with alternative minimum tax 130
Alternative minimum tax amount $259,000
Number of returns with total tax credits 3,100
Total tax credits amount $4,174,000
Number of returns with foreign tax credit 730
Foreign tax credit amount $119,000
Number of returns with child and dependent care credit 1,020
Child and dependent care credit amount $592,000
Number of returns with nonrefundable education credit 650
Nonrefundable education credit amount $906,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 1,640
Child tax credit amount $2,175,000
Number of returns with residential energy tax credit 110
Residential energy tax credit amount $174,000
Number of returns with self-employment tax 840
Self-employment tax amount $2,999,000
Number of returns with total tax payments 5,920
Total tax payments amount $103,742,000
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 590
Refundable education credit amount $549,000
Number of returns with income tax 5,920
Income tax amount [10] $96,739,000
Number of returns with tax liability 5,930
Total tax liability amount [11] $100,657,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 2,500
Tax due at time of filing amount [12] $10,494,000
Number of returns with overpayments refunded 3,280
Overpayments refunded amount [13] $12,563,000
Number of returns with credit to next year’s estimated tax 190
Credited to next year’s estimated tax amount $880,000

Adjusted Gross Income: $200,000 or more

Number of returns 1,950
Number of single returns 100
Number of joint returns 1,800
Number of head of household returns 40
Number of returns with paid preparer's signature 1,410
Number of exemptions 6,210
Number of dependents 2,470
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] 500
Adjust gross income (AGI) [5] $781,545,000
Number of returns with total income 1,950
Salaries and wages amount $794,840,000
Number of returns with salaries and wages 1,790
Salaries and wages amount $488,175
Number of returns with taxable interest 1,370
Taxable interest amount $3,694
Number of returns with ordinary dividends 1,100
Ordinary dividends amount $14,653,000
Number of returns with qualified dividends 1,040
Qualified dividends amount [6] $11,676
Number of returns with state and local income tax refunds 1,170
State and local income tax refunds amount $3,511
Number of returns with business or professional net income (less loss) 490
Business or professional net income (less loss) amount $21,487,000
Number of returns with net capital gain (less loss) 1,120
Net capital gain (less loss) amount $67,930,000
Number of returns with taxable individual retirement arrangements distributions 300
Taxable individual retirement arrangements distributions amount $13,372,000
Number of returns with taxable pensions and annuities 440
Taxable pensions and annuities amount $24,386,000
Number of farm returns 50
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 280
Taxable Social Security benefits amount $7,588,000
Number of returns with partnership/S-corp net income (less loss) 680
Partnership/S-corp net income (less loss) amount $134,945,000
Number of returns with total statutory adjustments 770
Total statutory adjustments amount $13,295,000
Number of returns with educator expenses 80
Educator expenses amount $21,000
Number of returns with self-employment retirement plans 110
Self-employment retirement plans amount $2,865,000
Number of returns with self-employment health insurance deduction 240
Self-employment health insurance deduction amount $3,095,000
Number of returns with IRA payments 40
IRA payments amount $435,000
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 80
Domestic production activities deduction amount $2,900,000
Number of returns with itemized deductions 1,900
Total itemized deductions amount $99,149,000
Amount of AGI for itemized returns $764,103,000
Number of returns with State and local income taxes 1,870
State and local income taxes amount $41,480,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $58,000
Number of returns with real estate taxes 1,830
Real estate taxes amount $7,620,000
Number of returns with taxes paid 1,900
Taxes paid amount $52,227,000
Number of returns with mortgage interest paid 1,600
Mortgage interest paid amount $19,200,000
Number of returns with contributions 1,750
Contributions amount $28,345,000
Number of returns with taxable income 1,950
Taxable income amount $663,651,000
Number of returns with income tax before credits 1,950
Income tax before credits amount $176,528,000
Number of returns with alternative minimum tax 1,030
Alternative minimum tax amount $4,843,000
Number of returns with total tax credits 760
Total tax credits amount $1,463,000
Number of returns with foreign tax credit 480
Foreign tax credit amount $288,000
Number of returns with child and dependent care credit 250
Child and dependent care credit amount $146,000
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 30
Residential energy tax credit amount $117,000
Number of returns with self-employment tax 450
Self-employment tax amount $3,392,000
Number of returns with total tax payments 1,930
Total tax payments amount $171,782,000
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 1,950
Income tax amount [10] $175,064,000
Number of returns with tax liability 1,950
Total tax liability amount [11] $182,929,000
Number of returns with net investment income tax 980
Net investment income tax $2,235,000
Number of returns with tax due at time of filing 1,070
Tax due at time of filing amount [12] $24,780,000
Number of returns with overpayments refunded 720
Overpayments refunded amount [13] $8,699,000
Number of returns with credit to next year’s estimated tax 180
Credited to next year’s estimated tax amount $4,679,000

[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.