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

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

FREE ZIP Code Finder

Find info on any U.S. ZIP Code

Other FREE Lookups

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

FREE Radius Search

Find all ZIP Codes

FREE Distance Calc

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






ZIP Code Database - Facts & Stats

Share |

ZIP Code 30058 Income Tax Stats

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

ZIP Code 30058 Data

Zip Code:30058
City:Lithonia
State:GA [Georgia]
Counties: DEKALB, GA
City Alias(es):Lithonia
Area Code:770 / 678
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





30058 Income Tax Overview

Total Number of Tax Returns for ZIP Code 30058 [1] 26,080
Total Number of Single Tax Returns for ZIP Code 30058 3,410
Total Number of Joint Tax Returns for ZIP Code 30058 3,490
Total Number of Dependents for ZIP Code 30058 20,340
Total Adjusted Gross Income for ZIP Code 30058 $916,816,000
Average Income per Person for ZIP Code 30058 $17,316
Average Income per Household for ZIP Code 30058 $35,154

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 12,810
Number of single returns 7,070
Number of joint returns 650
Number of head of household returns 4,880
Number of returns with paid preparer's signature 6,600
Number of exemptions 22,300
Number of dependents 10,020
Total number of volunteer prepared returns [5] 340
Number of volunteer income tax assistance (VITA) prepared returns [3] 90
Number of tax counseling for the elderly (TCE) prepared returns [3] 240
Number of volunteer prepared returns with Earned Income Credit 50
Number of refund anticipation check returns [3] 4,980
Number of elderly returns [4] 1,450
Adjust gross income (AGI) [5] $169,977,000
Number of returns with total income 12,810
Salaries and wages amount $173,111,000
Number of returns with salaries and wages 10,680
Salaries and wages amount $153,479
Number of returns with taxable interest 450
Taxable interest amount $117
Number of returns with ordinary dividends 230
Ordinary dividends amount $122,000
Number of returns with qualified dividends 180
Qualified dividends amount [6] $72
Number of returns with state and local income tax refunds 460
State and local income tax refunds amount $360
Number of returns with business or professional net income (less loss) 4,510
Business or professional net income (less loss) amount $5,960,000
Number of returns with net capital gain (less loss) 180
Net capital gain (less loss) amount $57,000
Number of returns with taxable individual retirement arrangements distributions 230
Taxable individual retirement arrangements distributions amount $1,440,000
Number of returns with taxable pensions and annuities 1,160
Taxable pensions and annuities amount $9,859,000
Number of farm returns 0
Number of returns with unemployment compensation 380
Unemployment compensation amount [7] $1,114,000
Number of returns with taxable Social Security benefits 290
Taxable Social Security benefits amount $670,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $123,000
Number of returns with total statutory adjustments 3,290
Total statutory adjustments amount $3,134,000
Number of returns with educator expenses 140
Educator expenses amount $34,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $76,000
Number of returns with IRA payments 60
IRA payments amount $147,000
Number of returns with student loan interest deduction 420
Student loan interest deduction amount $422,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $183,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,150
Total itemized deductions amount $15,076,000
Amount of AGI for itemized returns $18,570,000
Number of returns with State and local income taxes 740
State and local income taxes amount $708,000
Number of returns with State and local general sales tax 290
State and local general sales tax amount $184,000
Number of returns with real estate taxes 630
Real estate taxes amount $1,180,000
Number of returns with taxes paid 1,130
Taxes paid amount $2,334,000
Number of returns with mortgage interest paid 650
Mortgage interest paid amount $3,572,000
Number of returns with contributions 890
Contributions amount $2,818,000
Number of returns with taxable income 4,650
Taxable income amount $24,505,000
Number of returns with income tax before credits 4,830
Income tax before credits amount $2,685,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 2,010
Total tax credits amount $707,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 250
Child and dependent care credit amount $79,000
Number of returns with nonrefundable education credit 640
Nonrefundable education credit amount $333,000
Number of returns with retirement savings contribution credit 620
Retirement savings contribution credit amount $116,000
Number of returns with child tax credit 550
Child tax credit amount $157,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $8,000
Number of returns with self-employment tax 2,600
Self-employment tax amount $3,639,000
Number of returns with total tax payments 12,190
Total tax payments amount $41,903,000
Number of returns with earned income credit 7,500
Earned income credit amount [8] $24,187,000
Number of returns with excess earned income credit 7,000
Excess earned income credit (refundable) amount [9] $21,000,000
Number of returns with additional child tax credit 4,780
Additional child tax credit amount $6,247,000
Number of returns with refundable education credit 1,800
Refundable education credit amount $1,721,000
Number of returns with income tax 3,290
Income tax amount [10] $1,978,000
Number of returns with tax liability 5,990
Total tax liability amount [11] $5,901,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 930
Tax due at time of filing amount [12] $888,000
Number of returns with overpayments refunded 11,560
Overpayments refunded amount [13] $36,829,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 7,530
Number of single returns 3,300
Number of joint returns 850
Number of head of household returns 3,090
Number of returns with paid preparer's signature 3,820
Number of exemptions 14,620
Number of dependents 6,260
Total number of volunteer prepared returns [5] 160
Number of volunteer income tax assistance (VITA) prepared returns [3] 80
Number of tax counseling for the elderly (TCE) prepared returns [3] 80
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 2,830
Number of elderly returns [4] 1,020
Adjust gross income (AGI) [5] $268,710,000
Number of returns with total income 7,530
Salaries and wages amount $271,143,000
Number of returns with salaries and wages 7,070
Salaries and wages amount $257,534
Number of returns with taxable interest 460
Taxable interest amount $121
Number of returns with ordinary dividends 250
Ordinary dividends amount $230,000
Number of returns with qualified dividends 220
Qualified dividends amount [6] $134
Number of returns with state and local income tax refunds 1,460
State and local income tax refunds amount $1,322
Number of returns with business or professional net income (less loss) 1,950
Business or professional net income (less loss) amount ($11,099,000)
Number of returns with net capital gain (less loss) 190
Net capital gain (less loss) amount $258,000
Number of returns with taxable individual retirement arrangements distributions 230
Taxable individual retirement arrangements distributions amount $2,181,000
Number of returns with taxable pensions and annuities 1,130
Taxable pensions and annuities amount $15,620,000
Number of farm returns 0
Number of returns with unemployment compensation 250
Unemployment compensation amount [7] $732,000
Number of returns with taxable Social Security benefits 570
Taxable Social Security benefits amount $3,628,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $1,247,000
Number of returns with total statutory adjustments 1,680
Total statutory adjustments amount $2,433,000
Number of returns with educator expenses 260
Educator expenses amount $64,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $72,000
Number of returns with IRA payments 100
IRA payments amount $256,000
Number of returns with student loan interest deduction 910
Student loan interest deduction amount $974,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $76,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 2,850
Total itemized deductions amount $44,875,000
Amount of AGI for itemized returns $107,431,000
Number of returns with State and local income taxes 2,500
State and local income taxes amount $4,398,000
Number of returns with State and local general sales tax 260
State and local general sales tax amount $434,000
Number of returns with real estate taxes 1,720
Real estate taxes amount $2,994,000
Number of returns with taxes paid 2,840
Taxes paid amount $8,772,000
Number of returns with mortgage interest paid 1,790
Mortgage interest paid amount $8,344,000
Number of returns with contributions 2,500
Contributions amount $10,248,000
Number of returns with taxable income 7,230
Taxable income amount $126,267,000
Number of returns with income tax before credits 7,240
Income tax before credits amount $15,569,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 3,870
Total tax credits amount $3,798,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 890
Child and dependent care credit amount $577,000
Number of returns with nonrefundable education credit 1,090
Nonrefundable education credit amount $1,197,000
Number of returns with retirement savings contribution credit 1,430
Retirement savings contribution credit amount $241,000
Number of returns with child tax credit 1,930
Child tax credit amount $1,601,000
Number of returns with residential energy tax credit 150
Residential energy tax credit amount $131,000
Number of returns with self-employment tax 400
Self-employment tax amount $784,000
Number of returns with total tax payments 7,360
Total tax payments amount $30,094,000
Number of returns with earned income credit 2,660
Earned income credit amount [8] $5,522,000
Number of returns with excess earned income credit 2,290
Excess earned income credit (refundable) amount [9] $4,810,000
Number of returns with additional child tax credit 1,860
Additional child tax credit amount $2,524,000
Number of returns with refundable education credit 910
Refundable education credit amount $892,000
Number of returns with income tax 5,310
Income tax amount [10] $11,771,000
Number of returns with tax liability 5,670
Total tax liability amount [11] $12,962,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,200
Tax due at time of filing amount [12] $2,041,000
Number of returns with overpayments refunded 6,310
Overpayments refunded amount [13] $19,064,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $163,000

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

Number of returns 3,250
Number of single returns 1,460
Number of joint returns 670
Number of head of household returns 960
Number of returns with paid preparer's signature 1,730
Number of exemptions 6,020
Number of dependents 2,100
Total number of volunteer prepared returns [5] 90
Number of volunteer income tax assistance (VITA) prepared returns [3] 40
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] 850
Number of elderly returns [4] 660
Adjust gross income (AGI) [5] $197,166,000
Number of returns with total income 3,250
Salaries and wages amount $198,746,000
Number of returns with salaries and wages 3,030
Salaries and wages amount $174,983
Number of returns with taxable interest 410
Taxable interest amount $163
Number of returns with ordinary dividends 230
Ordinary dividends amount $230,000
Number of returns with qualified dividends 190
Qualified dividends amount [6] $125
Number of returns with state and local income tax refunds 1,340
State and local income tax refunds amount $1,415
Number of returns with business or professional net income (less loss) 730
Business or professional net income (less loss) amount ($2,222,000)
Number of returns with net capital gain (less loss) 170
Net capital gain (less loss) amount $426,000
Number of returns with taxable individual retirement arrangements distributions 180
Taxable individual retirement arrangements distributions amount $1,954,000
Number of returns with taxable pensions and annuities 720
Taxable pensions and annuities amount $16,004,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $207,000
Number of returns with taxable Social Security benefits 390
Taxable Social Security benefits amount $5,383,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $642,000
Number of returns with total statutory adjustments 1,030
Total statutory adjustments amount $1,580,000
Number of returns with educator expenses 230
Educator expenses amount $57,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $84,000
Number of returns with IRA payments 60
IRA payments amount $163,000
Number of returns with student loan interest deduction 590
Student loan interest deduction amount $720,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $72,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 2,100
Total itemized deductions amount $39,436,000
Amount of AGI for itemized returns $128,251,000
Number of returns with State and local income taxes 1,970
State and local income taxes amount $5,734,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $163,000
Number of returns with real estate taxes 1,610
Real estate taxes amount $2,844,000
Number of returns with taxes paid 2,090
Taxes paid amount $9,550,000
Number of returns with mortgage interest paid 1,630
Mortgage interest paid amount $8,453,000
Number of returns with contributions 1,880
Contributions amount $9,412,000
Number of returns with taxable income 3,220
Taxable income amount $123,202,000
Number of returns with income tax before credits 3,220
Income tax before credits amount $17,628,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,170
Total tax credits amount $1,864,000
Number of returns with foreign tax credit 20
Foreign tax credit amount $0
Number of returns with child and dependent care credit 280
Child and dependent care credit amount $167,000
Number of returns with nonrefundable education credit 390
Nonrefundable education credit amount $542,000
Number of returns with retirement savings contribution credit 110
Retirement savings contribution credit amount $18,000
Number of returns with child tax credit 760
Child tax credit amount $1,022,000
Number of returns with residential energy tax credit 100
Residential energy tax credit amount $82,000
Number of returns with self-employment tax 190
Self-employment tax amount $401,000
Number of returns with total tax payments 3,190
Total tax payments amount $21,054,000
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 140
Additional child tax credit amount $170,000
Number of returns with refundable education credit 310
Refundable education credit amount $310,000
Number of returns with income tax 3,080
Income tax amount [10] $15,764,000
Number of returns with tax liability 3,120
Total tax liability amount [11] $16,400,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 840
Tax due at time of filing amount [12] $2,068,000
Number of returns with overpayments refunded 2,400
Overpayments refunded amount [13] $6,607,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 1,310
Number of single returns 430
Number of joint returns 530
Number of head of household returns 300
Number of returns with paid preparer's signature 700
Number of exemptions 2,810
Number of dependents 970
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] 290
Number of elderly returns [4] 330
Adjust gross income (AGI) [5] $112,540,000
Number of returns with total income 1,310
Salaries and wages amount $113,062,000
Number of returns with salaries and wages 1,220
Salaries and wages amount $95,970
Number of returns with taxable interest 260
Taxable interest amount $73
Number of returns with ordinary dividends 140
Ordinary dividends amount $184,000
Number of returns with qualified dividends 120
Qualified dividends amount [6] $113
Number of returns with state and local income tax refunds 710
State and local income tax refunds amount $893
Number of returns with business or professional net income (less loss) 310
Business or professional net income (less loss) amount ($103,000)
Number of returns with net capital gain (less loss) 100
Net capital gain (less loss) amount $362,000
Number of returns with taxable individual retirement arrangements distributions 110
Taxable individual retirement arrangements distributions amount $1,969,000
Number of returns with taxable pensions and annuities 380
Taxable pensions and annuities amount $10,093,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $134,000
Number of returns with taxable Social Security benefits 200
Taxable Social Security benefits amount $3,357,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $456,000
Number of returns with total statutory adjustments 340
Total statutory adjustments amount $522,000
Number of returns with educator expenses 80
Educator expenses amount $20,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 30
IRA payments amount $109,000
Number of returns with student loan interest deduction 150
Student loan interest deduction amount $157,000
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 1,000
Total itemized deductions amount $22,135,000
Amount of AGI for itemized returns $86,055,000
Number of returns with State and local income taxes 960
State and local income taxes amount $3,923,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $94,000
Number of returns with real estate taxes 850
Real estate taxes amount $1,632,000
Number of returns with taxes paid 1,000
Taxes paid amount $6,156,000
Number of returns with mortgage interest paid 840
Mortgage interest paid amount $4,686,000
Number of returns with contributions 930
Contributions amount $5,849,000
Number of returns with taxable income 1,310
Taxable income amount $75,831,000
Number of returns with income tax before credits 1,310
Income tax before credits amount $11,957,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 480
Total tax credits amount $827,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 120
Child and dependent care credit amount $76,000
Number of returns with nonrefundable education credit 170
Nonrefundable education credit amount $238,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 310
Child tax credit amount $430,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $47,000
Number of returns with self-employment tax 110
Self-employment tax amount $285,000
Number of returns with total tax payments 1,290
Total tax payments amount $13,306,000
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 $127,000
Number of returns with income tax 1,290
Income tax amount [10] $11,130,000
Number of returns with tax liability 1,300
Total tax liability amount [11] $11,592,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 390
Tax due at time of filing amount [12] $1,418,000
Number of returns with overpayments refunded 910
Overpayments refunded amount [13] $3,058,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 1,080
Number of single returns 210
Number of joint returns 710
Number of head of household returns 140
Number of returns with paid preparer's signature 610
Number of exemptions 2,700
Number of dependents 910
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] 280
Adjust gross income (AGI) [5] $138,078,000
Number of returns with total income 1,080
Salaries and wages amount $138,977,000
Number of returns with salaries and wages 1,020
Salaries and wages amount $112,158
Number of returns with taxable interest 270
Taxable interest amount $129
Number of returns with ordinary dividends 200
Ordinary dividends amount $725,000
Number of returns with qualified dividends 190
Qualified dividends amount [6] $527
Number of returns with state and local income tax refunds 690
State and local income tax refunds amount $994
Number of returns with business or professional net income (less loss) 260
Business or professional net income (less loss) amount $1,184,000
Number of returns with net capital gain (less loss) 170
Net capital gain (less loss) amount $1,205,000
Number of returns with taxable individual retirement arrangements distributions 130
Taxable individual retirement arrangements distributions amount $3,393,000
Number of returns with taxable pensions and annuities 380
Taxable pensions and annuities amount $15,078,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $113,000
Number of returns with taxable Social Security benefits 170
Taxable Social Security benefits amount $3,443,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $628,000
Number of returns with total statutory adjustments 360
Total statutory adjustments amount $899,000
Number of returns with educator expenses 70
Educator expenses amount $19,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 200
Student loan interest deduction amount $279,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $49,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 940
Total itemized deductions amount $24,836,000
Amount of AGI for itemized returns $121,347,000
Number of returns with State and local income taxes 900
State and local income taxes amount $5,662,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $78,000
Number of returns with real estate taxes 850
Real estate taxes amount $1,859,000
Number of returns with taxes paid 940
Taxes paid amount $8,006,000
Number of returns with mortgage interest paid 820
Mortgage interest paid amount $5,156,000
Number of returns with contributions 880
Contributions amount $7,503,000
Number of returns with taxable income 1,080
Taxable income amount $100,713,000
Number of returns with income tax before credits 1,080
Income tax before credits amount $17,636,000
Number of returns with alternative minimum tax 60
Alternative minimum tax amount $118,000
Number of returns with total tax credits 350
Total tax credits amount $562,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $66,000
Number of returns with nonrefundable education credit 130
Nonrefundable education credit amount $207,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 170
Child tax credit amount $217,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $57,000
Number of returns with self-employment tax 110
Self-employment tax amount $490,000
Number of returns with total tax payments 1,060
Total tax payments amount $17,981,000
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 110
Refundable education credit amount $116,000
Number of returns with income tax 1,070
Income tax amount [10] $17,074,000
Number of returns with tax liability 1,070
Total tax liability amount [11] $17,763,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 430
Tax due at time of filing amount [12] $2,164,000
Number of returns with overpayments refunded 640
Overpayments refunded amount [13] $2,239,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

Adjusted Gross Income: $200,000 or more

Number of returns 100
Number of single returns 0
Number of joint returns 80
Number of head of household returns 0
Number of returns with paid preparer's signature 70
Number of exemptions 250
Number of dependents 80
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] 30
Adjust gross income (AGI) [5] $30,345,000
Number of returns with total income 100
Salaries and wages amount $30,666,000
Number of returns with salaries and wages 90
Salaries and wages amount $18,871
Number of returns with taxable interest 40
Taxable interest amount $16
Number of returns with ordinary dividends 40
Ordinary dividends amount $543,000
Number of returns with qualified dividends 40
Qualified dividends amount [6] $411
Number of returns with state and local income tax refunds 60
State and local income tax refunds amount $190
Number of returns with business or professional net income (less loss) 30
Business or professional net income (less loss) amount $714,000
Number of returns with net capital gain (less loss) 30
Net capital gain (less loss) amount $676,000
Number of returns with taxable individual retirement arrangements distributions 0
Taxable individual retirement arrangements distributions amount $0
Number of returns with taxable pensions and annuities 40
Taxable pensions and annuities amount $2,270,000
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 20
Taxable Social Security benefits amount $557,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $4,325,000
Number of returns with total statutory adjustments 30
Total statutory adjustments amount $321,000
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 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 0
Student loan interest deduction amount $0
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 100
Total itemized deductions amount $5,626,000
Amount of AGI for itemized returns $28,926,000
Number of returns with State and local income taxes 90
State and local income taxes amount $1,388,000
Number of returns with State and local general sales tax 0
State and local general sales tax amount $0
Number of returns with real estate taxes 90
Real estate taxes amount $422,000
Number of returns with taxes paid 100
Taxes paid amount $2,651,000
Number of returns with mortgage interest paid 80
Mortgage interest paid amount $923,000
Number of returns with contributions 90
Contributions amount $1,638,000
Number of returns with taxable income 100
Taxable income amount $24,294,000
Number of returns with income tax before credits 100
Income tax before credits amount $5,844,000
Number of returns with alternative minimum tax 40
Alternative minimum tax amount $208,000
Number of returns with total tax credits 20
Total tax credits amount $14,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 0
Self-employment tax amount $0
Number of returns with total tax payments 100
Total tax payments amount $4,888,000
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 100
Income tax amount [10] $5,785,000
Number of returns with tax liability 100
Total tax liability amount [11] $6,000,000
Number of returns with net investment income tax 30
Net investment income tax $16,000
Number of returns with tax due at time of filing 60
Tax due at time of filing amount [12] $1,630,000
Number of returns with overpayments refunded 30
Overpayments refunded amount [13] $349,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

[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.