Zip Code Database List
1-800-425-1169
Zip-Codes.com
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

ZIP Code 29910 Income Tax Stats

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

ZIP Code 29910 Data

Zip Code:29910
City:Bluffton
State:SC [South Carolina]
Counties: BEAUFORT, SC
City Alias(es):Bluffton
Area Code:854
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


29910 Income Tax Overview

Total Number of Tax Returns for ZIP Code 29910 [1] 21,620
Total Number of Single Tax Returns for ZIP Code 29910 8,180
Total Number of Joint Tax Returns for ZIP Code 29910 9,470
Total Number of Dependents for ZIP Code 29910 13,480
Total Adjusted Gross Income for ZIP Code 29910 $1,832,499,000
Average Income per Person for ZIP Code 29910 $53,970
Average Income per Household for ZIP Code 29910 $84,759

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 6,770
Number of single returns 4,540
Number of joint returns 870
Number of head of household returns 1,210
Number of returns with paid preparer's signature 3,160
Number of exemptions 9,240
Number of dependents 3,010
Total number of volunteer prepared returns [5] 200
Number of volunteer income tax assistance (VITA) prepared returns [3] 120
Number of tax counseling for the elderly (TCE) prepared returns [3] 80
Number of volunteer prepared returns with Earned Income Credit 40
Number of refund anticipation check returns [3] 1,010
Number of elderly returns [4] 1,050
Adjust gross income (AGI) [5] $84,398,000
Number of returns with total income 6,770
Salaries and wages amount $86,490,000
Number of returns with salaries and wages 5,110
Salaries and wages amount $65,512
Number of returns with taxable interest 750
Taxable interest amount $539
Number of returns with ordinary dividends 590
Ordinary dividends amount $1,411,000
Number of returns with qualified dividends 550
Qualified dividends amount [6] $974
Number of returns with state and local income tax refunds 150
State and local income tax refunds amount $153
Number of returns with business or professional net income (less loss) 1,770
Business or professional net income (less loss) amount $10,787,000
Number of returns with net capital gain (less loss) 550
Net capital gain (less loss) amount $674,000
Number of returns with taxable individual retirement arrangements distributions 340
Taxable individual retirement arrangements distributions amount $2,770,000
Number of returns with taxable pensions and annuities 560
Taxable pensions and annuities amount $4,996,000
Number of farm returns 20
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $186,000
Number of returns with taxable Social Security benefits 310
Taxable Social Security benefits amount $600,000
Number of returns with partnership/S-corp net income (less loss) 190
Partnership/S-corp net income (less loss) amount $173,000
Number of returns with total statutory adjustments 1,610
Total statutory adjustments amount $2,092,000
Number of returns with educator expenses 30
Educator expenses amount $7,000
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 $404,000
Number of returns with IRA payments 40
IRA payments amount $156,000
Number of returns with student loan interest deduction 220
Student loan interest deduction amount $222,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $103,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 550
Total itemized deductions amount $9,703,000
Amount of AGI for itemized returns $7,972,000
Number of returns with State and local income taxes 270
State and local income taxes amount $322,000
Number of returns with State and local general sales tax 230
State and local general sales tax amount $132,000
Number of returns with real estate taxes 380
Real estate taxes amount $871,000
Number of returns with taxes paid 540
Taxes paid amount $1,544,000
Number of returns with mortgage interest paid 330
Mortgage interest paid amount $2,661,000
Number of returns with contributions 370
Contributions amount $681,000
Number of returns with taxable income 2,910
Taxable income amount $17,620,000
Number of returns with income tax before credits 2,920
Income tax before credits amount $1,911,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 770
Total tax credits amount $254,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 80
Child and dependent care credit amount $26,000
Number of returns with nonrefundable education credit 180
Nonrefundable education credit amount $101,000
Number of returns with retirement savings contribution credit 270
Retirement savings contribution credit amount $44,000
Number of returns with child tax credit 220
Child tax credit amount $72,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 1,310
Self-employment tax amount $1,953,000
Number of returns with total tax payments 5,880
Total tax payments amount $12,852,000
Number of returns with earned income credit 1,930
Earned income credit amount [8] $5,135,000
Number of returns with excess earned income credit 1,630
Excess earned income credit (refundable) amount [9] $4,250,000
Number of returns with additional child tax credit 1,360
Additional child tax credit amount $1,789,000
Number of returns with refundable education credit 290
Refundable education credit amount $256,000
Number of returns with income tax 2,450
Income tax amount [10] $1,658,000
Number of returns with tax liability 3,550
Total tax liability amount [11] $3,739,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 990
Tax due at time of filing amount [12] $953,000
Number of returns with overpayments refunded 5,240
Overpayments refunded amount [13] $9,964,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $75,000

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

Number of returns 4,960
Number of single returns 2,360
Number of joint returns 1,280
Number of head of household returns 1,100
Number of returns with paid preparer's signature 2,420
Number of exemptions 9,800
Number of dependents 3,590
Total number of volunteer prepared returns [5] 130
Number of volunteer income tax assistance (VITA) prepared returns [3] 80
Number of tax counseling for the elderly (TCE) prepared returns [3] 60
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 930
Number of elderly returns [4] 940
Adjust gross income (AGI) [5] $179,968,000
Number of returns with total income 4,960
Salaries and wages amount $183,310,000
Number of returns with salaries and wages 4,220
Salaries and wages amount $143,736
Number of returns with taxable interest 760
Taxable interest amount $965
Number of returns with ordinary dividends 670
Ordinary dividends amount $2,313,000
Number of returns with qualified dividends 590
Qualified dividends amount [6] $1,538
Number of returns with state and local income tax refunds 470
State and local income tax refunds amount $438
Number of returns with business or professional net income (less loss) 1,010
Business or professional net income (less loss) amount $10,330,000
Number of returns with net capital gain (less loss) 570
Net capital gain (less loss) amount $1,524,000
Number of returns with taxable individual retirement arrangements distributions 390
Taxable individual retirement arrangements distributions amount $4,649,000
Number of returns with taxable pensions and annuities 690
Taxable pensions and annuities amount $11,139,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $282,000
Number of returns with taxable Social Security benefits 690
Taxable Social Security benefits amount $5,379,000
Number of returns with partnership/S-corp net income (less loss) 250
Partnership/S-corp net income (less loss) amount $2,386,000
Number of returns with total statutory adjustments 1,440
Total statutory adjustments amount $3,342,000
Number of returns with educator expenses 130
Educator expenses amount $32,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 180
Self-employment health insurance deduction amount $802,000
Number of returns with IRA payments 90
IRA payments amount $389,000
Number of returns with student loan interest deduction 500
Student loan interest deduction amount $527,000
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 1,230
Total itemized deductions amount $20,485,000
Amount of AGI for itemized returns $47,318,000
Number of returns with State and local income taxes 940
State and local income taxes amount $1,828,000
Number of returns with State and local general sales tax 240
State and local general sales tax amount $221,000
Number of returns with real estate taxes 920
Real estate taxes amount $1,892,000
Number of returns with taxes paid 1,220
Taxes paid amount $4,294,000
Number of returns with mortgage interest paid 860
Mortgage interest paid amount $6,018,000
Number of returns with contributions 890
Contributions amount $2,271,000
Number of returns with taxable income 4,700
Taxable income amount $89,366,000
Number of returns with income tax before credits 4,670
Income tax before credits amount $11,023,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 2,000
Total tax credits amount $1,769,000
Number of returns with foreign tax credit 140
Foreign tax credit amount $11,000
Number of returns with child and dependent care credit 310
Child and dependent care credit amount $176,000
Number of returns with nonrefundable education credit 300
Nonrefundable education credit amount $331,000
Number of returns with retirement savings contribution credit 580
Retirement savings contribution credit amount $107,000
Number of returns with child tax credit 1,220
Child tax credit amount $1,115,000
Number of returns with residential energy tax credit 70
Residential energy tax credit amount $27,000
Number of returns with self-employment tax 730
Self-employment tax amount $1,972,000
Number of returns with total tax payments 4,750
Total tax payments amount $18,795,000
Number of returns with earned income credit 1,080
Earned income credit amount [8] $2,191,000
Number of returns with excess earned income credit 820
Excess earned income credit (refundable) amount [9] $1,638,000
Number of returns with additional child tax credit 970
Additional child tax credit amount $1,440,000
Number of returns with refundable education credit 230
Refundable education credit amount $215,000
Number of returns with income tax 3,780
Income tax amount [10] $9,254,000
Number of returns with tax liability 4,120
Total tax liability amount [11] $11,518,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,120
Tax due at time of filing amount [12] $2,162,000
Number of returns with overpayments refunded 3,740
Overpayments refunded amount [13] $9,151,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $179,000

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

Number of returns 2,900
Number of single returns 1,020
Number of joint returns 1,430
Number of head of household returns 330
Number of returns with paid preparer's signature 1,480
Number of exemptions 6,360
Number of dependents 2,040
Total number of volunteer prepared returns [5] 90
Number of volunteer income tax assistance (VITA) prepared returns [3] 50
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] 390
Number of elderly returns [4] 820
Adjust gross income (AGI) [5] $178,365,000
Number of returns with total income 2,900
Salaries and wages amount $181,482,000
Number of returns with salaries and wages 2,380
Salaries and wages amount $127,414
Number of returns with taxable interest 840
Taxable interest amount $855
Number of returns with ordinary dividends 670
Ordinary dividends amount $3,186,000
Number of returns with qualified dividends 620
Qualified dividends amount [6] $2,280
Number of returns with state and local income tax refunds 700
State and local income tax refunds amount $799
Number of returns with business or professional net income (less loss) 590
Business or professional net income (less loss) amount $7,734,000
Number of returns with net capital gain (less loss) 620
Net capital gain (less loss) amount $2,645,000
Number of returns with taxable individual retirement arrangements distributions 420
Taxable individual retirement arrangements distributions amount $7,185,000
Number of returns with taxable pensions and annuities 640
Taxable pensions and annuities amount $15,812,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $195,000
Number of returns with taxable Social Security benefits 640
Taxable Social Security benefits amount $10,485,000
Number of returns with partnership/S-corp net income (less loss) 280
Partnership/S-corp net income (less loss) amount $4,997,000
Number of returns with total statutory adjustments 1,040
Total statutory adjustments amount $3,117,000
Number of returns with educator expenses 130
Educator expenses amount $34,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $392,000
Number of returns with self-employment health insurance deduction 120
Self-employment health insurance deduction amount $726,000
Number of returns with IRA payments 80
IRA payments amount $428,000
Number of returns with student loan interest deduction 390
Student loan interest deduction amount $454,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $32,000
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $67,000
Number of returns with itemized deductions 1,340
Total itemized deductions amount $25,189,000
Amount of AGI for itemized returns $83,207,000
Number of returns with State and local income taxes 1,090
State and local income taxes amount $3,538,000
Number of returns with State and local general sales tax 210
State and local general sales tax amount $196,000
Number of returns with real estate taxes 1,190
Real estate taxes amount $2,520,000
Number of returns with taxes paid 1,330
Taxes paid amount $6,738,000
Number of returns with mortgage interest paid 1,100
Mortgage interest paid amount $8,030,000
Number of returns with contributions 1,030
Contributions amount $2,986,000
Number of returns with taxable income 2,880
Taxable income amount $111,504,000
Number of returns with income tax before credits 2,860
Income tax before credits amount $15,421,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,250
Total tax credits amount $1,780,000
Number of returns with foreign tax credit 220
Foreign tax credit amount $22,000
Number of returns with child and dependent care credit 210
Child and dependent care credit amount $120,000
Number of returns with nonrefundable education credit 200
Nonrefundable education credit amount $265,000
Number of returns with retirement savings contribution credit 180
Retirement savings contribution credit amount $29,000
Number of returns with child tax credit 840
Child tax credit amount $1,264,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $47,000
Number of returns with self-employment tax 450
Self-employment tax amount $1,355,000
Number of returns with total tax payments 2,800
Total tax payments amount $17,871,000
Number of returns with earned income credit 20
Earned income credit amount [8] $7,000
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 150
Additional child tax credit amount $195,000
Number of returns with refundable education credit 150
Refundable education credit amount $151,000
Number of returns with income tax 2,710
Income tax amount [10] $13,641,000
Number of returns with tax liability 2,760
Total tax liability amount [11] $15,194,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 940
Tax due at time of filing amount [12] $2,623,000
Number of returns with overpayments refunded 1,890
Overpayments refunded amount [13] $5,035,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $167,000

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

Number of returns 1,990
Number of single returns 370
Number of joint returns 1,500
Number of head of household returns 90
Number of returns with paid preparer's signature 1,080
Number of exemptions 5,020
Number of dependents 1,530
Total number of volunteer prepared returns [5] 20
Number of volunteer income tax assistance (VITA) prepared returns [3] 20
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] 200
Number of elderly returns [4] 720
Adjust gross income (AGI) [5] $173,144,000
Number of returns with total income 1,990
Salaries and wages amount $176,145,000
Number of returns with salaries and wages 1,610
Salaries and wages amount $113,622
Number of returns with taxable interest 720
Taxable interest amount $893
Number of returns with ordinary dividends 640
Ordinary dividends amount $3,052,000
Number of returns with qualified dividends 590
Qualified dividends amount [6] $2,213
Number of returns with state and local income tax refunds 740
State and local income tax refunds amount $992
Number of returns with business or professional net income (less loss) 400
Business or professional net income (less loss) amount $4,983,000
Number of returns with net capital gain (less loss) 590
Net capital gain (less loss) amount $3,245,000
Number of returns with taxable individual retirement arrangements distributions 420
Taxable individual retirement arrangements distributions amount $8,954,000
Number of returns with taxable pensions and annuities 660
Taxable pensions and annuities amount $19,944,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $149,000
Number of returns with taxable Social Security benefits 590
Taxable Social Security benefits amount $13,540,000
Number of returns with partnership/S-corp net income (less loss) 270
Partnership/S-corp net income (less loss) amount $5,348,000
Number of returns with total statutory adjustments 770
Total statutory adjustments amount $3,001,000
Number of returns with educator expenses 100
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 110
Self-employment health insurance deduction amount $777,000
Number of returns with IRA payments 70
IRA payments amount $403,000
Number of returns with student loan interest deduction 310
Student loan interest deduction amount $375,000
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 1,250
Total itemized deductions amount $26,881,000
Amount of AGI for itemized returns $109,137,000
Number of returns with State and local income taxes 1,090
State and local income taxes amount $4,667,000
Number of returns with State and local general sales tax 150
State and local general sales tax amount $180,000
Number of returns with real estate taxes 1,140
Real estate taxes amount $2,824,000
Number of returns with taxes paid 1,250
Taxes paid amount $8,187,000
Number of returns with mortgage interest paid 1,070
Mortgage interest paid amount $9,214,000
Number of returns with contributions 1,030
Contributions amount $3,206,000
Number of returns with taxable income 1,980
Taxable income amount $116,851,000
Number of returns with income tax before credits 1,980
Income tax before credits amount $16,671,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 950
Total tax credits amount $1,638,000
Number of returns with foreign tax credit 230
Foreign tax credit amount $32,000
Number of returns with child and dependent care credit 230
Child and dependent care credit amount $152,000
Number of returns with nonrefundable education credit 170
Nonrefundable education credit amount $226,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 650
Child tax credit amount $1,104,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $50,000
Number of returns with self-employment tax 300
Self-employment tax amount $985,000
Number of returns with total tax payments 1,940
Total tax payments amount $17,887,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 30
Additional child tax credit amount $39,000
Number of returns with refundable education credit 130
Refundable education credit amount $120,000
Number of returns with income tax 1,950
Income tax amount [10] $15,033,000
Number of returns with tax liability 1,960
Total tax liability amount [11] $16,137,000
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] $2,336,000
Number of returns with overpayments refunded 1,200
Overpayments refunded amount [13] $3,828,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $188,000

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

Number of returns 3,460
Number of single returns 340
Number of joint returns 2,990
Number of head of household returns 80
Number of returns with paid preparer's signature 2,070
Number of exemptions 8,880
Number of dependents 2,430
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] 220
Number of elderly returns [4] 1,520
Adjust gross income (AGI) [5] $471,137,000
Number of returns with total income 3,460
Salaries and wages amount $478,822,000
Number of returns with salaries and wages 2,670
Salaries and wages amount $265,510
Number of returns with taxable interest 1,760
Taxable interest amount $2,928
Number of returns with ordinary dividends 1,530
Ordinary dividends amount $14,734,000
Number of returns with qualified dividends 1,450
Qualified dividends amount [6] $11,084
Number of returns with state and local income tax refunds 1,800
State and local income tax refunds amount $2,942
Number of returns with business or professional net income (less loss) 750
Business or professional net income (less loss) amount $12,562,000
Number of returns with net capital gain (less loss) 1,490
Net capital gain (less loss) amount $18,712,000
Number of returns with taxable individual retirement arrangements distributions 1,040
Taxable individual retirement arrangements distributions amount $36,589,000
Number of returns with taxable pensions and annuities 1,460
Taxable pensions and annuities amount $66,147,000
Number of farm returns 20
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $254,000
Number of returns with taxable Social Security benefits 1,270
Taxable Social Security benefits amount $34,268,000
Number of returns with partnership/S-corp net income (less loss) 610
Partnership/S-corp net income (less loss) amount $23,533,000
Number of returns with total statutory adjustments 1,370
Total statutory adjustments amount $7,685,000
Number of returns with educator expenses 190
Educator expenses amount $52,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $894,000
Number of returns with self-employment health insurance deduction 250
Self-employment health insurance deduction amount $2,066,000
Number of returns with IRA payments 160
IRA payments amount $997,000
Number of returns with student loan interest deduction 410
Student loan interest deduction amount $479,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $73,000
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $224,000
Number of returns with itemized deductions 2,830
Total itemized deductions amount $77,391,000
Amount of AGI for itemized returns $392,336,000
Number of returns with State and local income taxes 2,630
State and local income taxes amount $18,270,000
Number of returns with State and local general sales tax 180
State and local general sales tax amount $314,000
Number of returns with real estate taxes 2,700
Real estate taxes amount $9,386,000
Number of returns with taxes paid 2,830
Taxes paid amount $29,585,000
Number of returns with mortgage interest paid 2,430
Mortgage interest paid amount $23,628,000
Number of returns with contributions 2,470
Contributions amount $10,797,000
Number of returns with taxable income 3,450
Taxable income amount $350,010,000
Number of returns with income tax before credits 3,430
Income tax before credits amount $58,188,000
Number of returns with alternative minimum tax 90
Alternative minimum tax amount $182,000
Number of returns with total tax credits 1,570
Total tax credits amount $1,952,000
Number of returns with foreign tax credit 620
Foreign tax credit amount $162,000
Number of returns with child and dependent care credit 350
Child and dependent care credit amount $230,000
Number of returns with nonrefundable education credit 240
Nonrefundable education credit amount $352,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 660
Child tax credit amount $851,000
Number of returns with residential energy tax credit 70
Residential energy tax credit amount $114,000
Number of returns with self-employment tax 550
Self-employment tax amount $2,194,000
Number of returns with total tax payments 3,390
Total tax payments amount $58,781,000
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 210
Refundable education credit amount $206,000
Number of returns with income tax 3,420
Income tax amount [10] $56,236,000
Number of returns with tax liability 3,430
Total tax liability amount [11] $58,834,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,570
Tax due at time of filing amount [12] $8,743,000
Number of returns with overpayments refunded 1,690
Overpayments refunded amount [13] $7,171,000
Number of returns with credit to next year’s estimated tax 230
Credited to next year’s estimated tax amount $1,371,000

Adjusted Gross Income: $200,000 or more

Number of returns 1,540
Number of single returns 110
Number of joint returns 1,400
Number of head of household returns 20
Number of returns with paid preparer's signature 1,240
Number of exemptions 3,810
Number of dependents 880
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] 840
Adjust gross income (AGI) [5] $745,487,000
Number of returns with total income 1,540
Salaries and wages amount $758,217,000
Number of returns with salaries and wages 1,220
Salaries and wages amount $339,022
Number of returns with taxable interest 1,230
Taxable interest amount $12,706
Number of returns with ordinary dividends 1,080
Ordinary dividends amount $50,058,000
Number of returns with qualified dividends 1,050
Qualified dividends amount [6] $38,248
Number of returns with state and local income tax refunds 810
State and local income tax refunds amount $4,214
Number of returns with business or professional net income (less loss) 410
Business or professional net income (less loss) amount $27,756,000
Number of returns with net capital gain (less loss) 1,140
Net capital gain (less loss) amount $128,179,000
Number of returns with taxable individual retirement arrangements distributions 510
Taxable individual retirement arrangements distributions amount $33,559,000
Number of returns with taxable pensions and annuities 600
Taxable pensions and annuities amount $36,191,000
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 570
Taxable Social Security benefits amount $16,508,000
Number of returns with partnership/S-corp net income (less loss) 680
Partnership/S-corp net income (less loss) amount $97,907,000
Number of returns with total statutory adjustments 680
Total statutory adjustments amount $12,730,000
Number of returns with educator expenses 30
Educator expenses amount $8,000
Number of returns with self-employment retirement plans 90
Self-employment retirement plans amount $2,848,000
Number of returns with self-employment health insurance deduction 250
Self-employment health insurance deduction amount $2,942,000
Number of returns with IRA payments 40
IRA payments amount $428,000
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 $2,268,000
Number of returns with itemized deductions 1,490
Total itemized deductions amount $104,331,000
Amount of AGI for itemized returns $726,630,000
Number of returns with State and local income taxes 1,430
State and local income taxes amount $39,996,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $171,000
Number of returns with real estate taxes 1,430
Real estate taxes amount $12,034,000
Number of returns with taxes paid 1,490
Taxes paid amount $53,671,000
Number of returns with mortgage interest paid 1,110
Mortgage interest paid amount $16,867,000
Number of returns with contributions 1,410
Contributions amount $26,298,000
Number of returns with taxable income 1,540
Taxable income amount $630,527,000
Number of returns with income tax before credits 1,540
Income tax before credits amount $167,758,000
Number of returns with alternative minimum tax 830
Alternative minimum tax amount $7,246,000
Number of returns with total tax credits 790
Total tax credits amount $2,804,000
Number of returns with foreign tax credit 660
Foreign tax credit amount $2,260,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $57,000
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 $51,000
Number of returns with self-employment tax 390
Self-employment tax amount $3,125,000
Number of returns with total tax payments 1,520
Total tax payments amount $170,474,000
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 1,530
Income tax amount [10] $164,954,000
Number of returns with tax liability 1,540
Total tax liability amount [11] $174,296,000
Number of returns with net investment income tax 900
Net investment income tax $4,499,000
Number of returns with tax due at time of filing 830
Tax due at time of filing amount [12] $23,865,000
Number of returns with overpayments refunded 450
Overpayments refunded amount [13] $7,491,000
Number of returns with credit to next year’s estimated tax 310
Credited to next year’s estimated tax amount $12,326,000

[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.