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 32003 Income Tax Stats

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

ZIP Code 32003 Data

Zip Code:32003
City:Fleming Island
State:FL [Florida]
Counties: CLAY, FL
City Alias(es):Fleming Island
Area Code:904
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





32003 Income Tax Overview

Total Number of Tax Returns for ZIP Code 32003 [1] 13,540
Total Number of Single Tax Returns for ZIP Code 32003 5,750
Total Number of Joint Tax Returns for ZIP Code 32003 6,670
Total Number of Dependents for ZIP Code 32003 8,820
Total Adjusted Gross Income for ZIP Code 32003 $1,218,547,000
Average Income per Person for ZIP Code 32003 $44,922
Average Income per Household for ZIP Code 32003 $89,996

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 3,550
Number of single returns 2,830
Number of joint returns 380
Number of head of household returns 260
Number of returns with paid preparer's signature 1,150
Number of exemptions 3,450
Number of dependents 750
Total number of volunteer prepared returns [5] 50
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 50
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 330
Number of elderly returns [4] 660
Adjust gross income (AGI) [5] $39,902,000
Number of returns with total income 3,550
Salaries and wages amount $40,769,000
Number of returns with salaries and wages 2,750
Salaries and wages amount $30,994
Number of returns with taxable interest 720
Taxable interest amount $348
Number of returns with ordinary dividends 450
Ordinary dividends amount $635,000
Number of returns with qualified dividends 410
Qualified dividends amount [6] $361
Number of returns with state and local income tax refunds 0
State and local income tax refunds amount $0
Number of returns with business or professional net income (less loss) 440
Business or professional net income (less loss) amount $2,882,000
Number of returns with net capital gain (less loss) 380
Net capital gain (less loss) amount $600,000
Number of returns with taxable individual retirement arrangements distributions 240
Taxable individual retirement arrangements distributions amount $1,830,000
Number of returns with taxable pensions and annuities 480
Taxable pensions and annuities amount $4,526,000
Number of farm returns 0
Number of returns with unemployment compensation 20
Unemployment compensation amount [7] $85,000
Number of returns with taxable Social Security benefits 210
Taxable Social Security benefits amount $407,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $35,000
Number of returns with total statutory adjustments 540
Total statutory adjustments amount $867,000
Number of returns with educator expenses 20
Educator expenses amount $5,000
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 $136,000
Number of returns with IRA payments 20
IRA payments amount $73,000
Number of returns with student loan interest deduction 120
Student loan interest deduction amount $111,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $77,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 260
Total itemized deductions amount $4,429,000
Amount of AGI for itemized returns $3,907,000
Number of returns with State and local income taxes 0
State and local income taxes amount $0
Number of returns with State and local general sales tax 180
State and local general sales tax amount $143,000
Number of returns with real estate taxes 190
Real estate taxes amount $580,000
Number of returns with taxes paid 240
Taxes paid amount $760,000
Number of returns with mortgage interest paid 160
Mortgage interest paid amount $1,041,000
Number of returns with contributions 180
Contributions amount $374,000
Number of returns with taxable income 1,630
Taxable income amount $9,809,000
Number of returns with income tax before credits 1,630
Income tax before credits amount $1,073,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 380
Total tax credits amount $127,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $11,000
Number of returns with nonrefundable education credit 130
Nonrefundable education credit amount $68,000
Number of returns with retirement savings contribution credit 160
Retirement savings contribution credit amount $29,000
Number of returns with child tax credit 50
Child tax credit amount $17,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 360
Self-employment tax amount $503,000
Number of returns with total tax payments 3,130
Total tax payments amount $5,210,000
Number of returns with earned income credit 680
Earned income credit amount [8] $1,530,000
Number of returns with excess earned income credit 590
Excess earned income credit (refundable) amount [9] $1,291,000
Number of returns with additional child tax credit 330
Additional child tax credit amount $406,000
Number of returns with refundable education credit 150
Refundable education credit amount $126,000
Number of returns with income tax 1,430
Income tax amount [10] $944,000
Number of returns with tax liability 1,710
Total tax liability amount [11] $1,505,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 360
Tax due at time of filing amount [12] $319,000
Number of returns with overpayments refunded 2,900
Overpayments refunded amount [13] $3,957,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $29,000

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

Number of returns 2,290
Number of single returns 1,160
Number of joint returns 620
Number of head of household returns 420
Number of returns with paid preparer's signature 910
Number of exemptions 4,140
Number of dependents 1,250
Total number of volunteer prepared returns [5] 80
Number of volunteer income tax assistance (VITA) prepared returns [3] 40
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] 320
Number of elderly returns [4] 600
Adjust gross income (AGI) [5] $84,910,000
Number of returns with total income 2,290
Salaries and wages amount $86,490,000
Number of returns with salaries and wages 1,760
Salaries and wages amount $61,586
Number of returns with taxable interest 700
Taxable interest amount $460
Number of returns with ordinary dividends 370
Ordinary dividends amount $987,000
Number of returns with qualified dividends 330
Qualified dividends amount [6] $690
Number of returns with state and local income tax refunds 0
State and local income tax refunds amount $0
Number of returns with business or professional net income (less loss) 290
Business or professional net income (less loss) amount $2,411,000
Number of returns with net capital gain (less loss) 300
Net capital gain (less loss) amount $707,000
Number of returns with taxable individual retirement arrangements distributions 260
Taxable individual retirement arrangements distributions amount $2,949,000
Number of returns with taxable pensions and annuities 590
Taxable pensions and annuities amount $11,791,000
Number of farm returns 0
Number of returns with unemployment compensation 20
Unemployment compensation amount [7] $87,000
Number of returns with taxable Social Security benefits 490
Taxable Social Security benefits amount $3,734,000
Number of returns with partnership/S-corp net income (less loss) 130
Partnership/S-corp net income (less loss) amount $1,528,000
Number of returns with total statutory adjustments 620
Total statutory adjustments amount $1,580,000
Number of returns with educator expenses 70
Educator expenses amount $18,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $271,000
Number of returns with IRA payments 50
IRA payments amount $221,000
Number of returns with student loan interest deduction 260
Student loan interest deduction amount $255,000
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 520
Total itemized deductions amount $9,746,000
Amount of AGI for itemized returns $19,809,000
Number of returns with State and local income taxes 30
State and local income taxes amount $41,000
Number of returns with State and local general sales tax 390
State and local general sales tax amount $437,000
Number of returns with real estate taxes 420
Real estate taxes amount $1,401,000
Number of returns with taxes paid 490
Taxes paid amount $1,928,000
Number of returns with mortgage interest paid 370
Mortgage interest paid amount $2,467,000
Number of returns with contributions 360
Contributions amount $1,116,000
Number of returns with taxable income 2,180
Taxable income amount $43,984,000
Number of returns with income tax before credits 2,150
Income tax before credits amount $5,439,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 890
Total tax credits amount $786,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 130
Child and dependent care credit amount $79,000
Number of returns with nonrefundable education credit 190
Nonrefundable education credit amount $169,000
Number of returns with retirement savings contribution credit 330
Retirement savings contribution credit amount $64,000
Number of returns with child tax credit 470
Child tax credit amount $454,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 200
Self-employment tax amount $540,000
Number of returns with total tax payments 2,200
Total tax payments amount $9,471,000
Number of returns with earned income credit 490
Earned income credit amount [8] $916,000
Number of returns with excess earned income credit 380
Excess earned income credit (refundable) amount [9] $701,000
Number of returns with additional child tax credit 330
Additional child tax credit amount $435,000
Number of returns with refundable education credit 140
Refundable education credit amount $111,000
Number of returns with income tax 1,850
Income tax amount [10] $4,653,000
Number of returns with tax liability 1,960
Total tax liability amount [11] $5,304,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 410
Tax due at time of filing amount [12] $672,000
Number of returns with overpayments refunded 1,830
Overpayments refunded amount [13] $4,724,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $99,000

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

Number of returns 1,850
Number of single returns 680
Number of joint returns 840
Number of head of household returns 260
Number of returns with paid preparer's signature 800
Number of exemptions 3,960
Number of dependents 1,270
Total number of volunteer prepared returns [5] 60
Number of volunteer income tax assistance (VITA) prepared returns [3] 20
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] 200
Number of elderly returns [4] 620
Adjust gross income (AGI) [5] $114,282,000
Number of returns with total income 1,850
Salaries and wages amount $115,802,000
Number of returns with salaries and wages 1,430
Salaries and wages amount $77,751
Number of returns with taxable interest 790
Taxable interest amount $739
Number of returns with ordinary dividends 420
Ordinary dividends amount $1,399,000
Number of returns with qualified dividends 390
Qualified dividends amount [6] $981
Number of returns with state and local income tax refunds 60
State and local income tax refunds amount $77
Number of returns with business or professional net income (less loss) 260
Business or professional net income (less loss) amount $2,442,000
Number of returns with net capital gain (less loss) 390
Net capital gain (less loss) amount $1,050,000
Number of returns with taxable individual retirement arrangements distributions 290
Taxable individual retirement arrangements distributions amount $4,042,000
Number of returns with taxable pensions and annuities 670
Taxable pensions and annuities amount $19,588,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $145,000
Number of returns with taxable Social Security benefits 510
Taxable Social Security benefits amount $7,910,000
Number of returns with partnership/S-corp net income (less loss) 130
Partnership/S-corp net income (less loss) amount $1,529,000
Number of returns with total statutory adjustments 540
Total statutory adjustments amount $1,520,000
Number of returns with educator expenses 60
Educator expenses amount $16,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $305,000
Number of returns with IRA payments 50
IRA payments amount $239,000
Number of returns with student loan interest deduction 200
Student loan interest deduction amount $207,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $37,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 720
Total itemized deductions amount $13,959,000
Amount of AGI for itemized returns $45,133,000
Number of returns with State and local income taxes 50
State and local income taxes amount $145,000
Number of returns with State and local general sales tax 550
State and local general sales tax amount $746,000
Number of returns with real estate taxes 600
Real estate taxes amount $1,953,000
Number of returns with taxes paid 680
Taxes paid amount $2,982,000
Number of returns with mortgage interest paid 550
Mortgage interest paid amount $3,933,000
Number of returns with contributions 540
Contributions amount $1,944,000
Number of returns with taxable income 1,830
Taxable income amount $72,998,000
Number of returns with income tax before credits 1,820
Income tax before credits amount $10,265,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 740
Total tax credits amount $1,104,000
Number of returns with foreign tax credit 110
Foreign tax credit amount $9,000
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $61,000
Number of returns with nonrefundable education credit 150
Nonrefundable education credit amount $192,000
Number of returns with retirement savings contribution credit 130
Retirement savings contribution credit amount $22,000
Number of returns with child tax credit 490
Child tax credit amount $772,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $46,000
Number of returns with self-employment tax 190
Self-employment tax amount $509,000
Number of returns with total tax payments 1,810
Total tax payments amount $12,669,000
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 90
Additional child tax credit amount $122,000
Number of returns with refundable education credit 110
Refundable education credit amount $97,000
Number of returns with income tax 1,750
Income tax amount [10] $9,161,000
Number of returns with tax liability 1,770
Total tax liability amount [11] $9,776,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 510
Tax due at time of filing amount [12] $1,252,000
Number of returns with overpayments refunded 1,290
Overpayments refunded amount [13] $4,007,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $95,000

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

Number of returns 1,580
Number of single returns 310
Number of joint returns 1,110
Number of head of household returns 120
Number of returns with paid preparer's signature 720
Number of exemptions 4,020
Number of dependents 1,330
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] 140
Number of elderly returns [4] 570
Adjust gross income (AGI) [5] $138,151,000
Number of returns with total income 1,580
Salaries and wages amount $139,847,000
Number of returns with salaries and wages 1,260
Salaries and wages amount $92,077
Number of returns with taxable interest 820
Taxable interest amount $865
Number of returns with ordinary dividends 420
Ordinary dividends amount $1,659,000
Number of returns with qualified dividends 390
Qualified dividends amount [6] $1,229
Number of returns with state and local income tax refunds 30
State and local income tax refunds amount $32
Number of returns with business or professional net income (less loss) 270
Business or professional net income (less loss) amount $2,707,000
Number of returns with net capital gain (less loss) 370
Net capital gain (less loss) amount $1,490,000
Number of returns with taxable individual retirement arrangements distributions 320
Taxable individual retirement arrangements distributions amount $5,785,000
Number of returns with taxable pensions and annuities 650
Taxable pensions and annuities amount $23,319,000
Number of farm returns 30
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 460
Taxable Social Security benefits amount $9,546,000
Number of returns with partnership/S-corp net income (less loss) 130
Partnership/S-corp net income (less loss) amount $2,011,000
Number of returns with total statutory adjustments 480
Total statutory adjustments amount $1,696,000
Number of returns with educator expenses 60
Educator expenses amount $17,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $233,000
Number of returns with IRA payments 50
IRA payments amount $239,000
Number of returns with student loan interest deduction 160
Student loan interest deduction amount $190,000
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 750
Total itemized deductions amount $16,399,000
Amount of AGI for itemized returns $65,409,000
Number of returns with State and local income taxes 50
State and local income taxes amount $188,000
Number of returns with State and local general sales tax 590
State and local general sales tax amount $958,000
Number of returns with real estate taxes 680
Real estate taxes amount $2,424,000
Number of returns with taxes paid 730
Taxes paid amount $3,694,000
Number of returns with mortgage interest paid 620
Mortgage interest paid amount $5,073,000
Number of returns with contributions 600
Contributions amount $2,539,000
Number of returns with taxable income 1,580
Taxable income amount $95,990,000
Number of returns with income tax before credits 1,580
Income tax before credits amount $14,082,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 730
Total tax credits amount $1,197,000
Number of returns with foreign tax credit 130
Foreign tax credit amount $10,000
Number of returns with child and dependent care credit 120
Child and dependent care credit amount $79,000
Number of returns with nonrefundable education credit 150
Nonrefundable education credit amount $197,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 530
Child tax credit amount $875,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 180
Self-employment tax amount $558,000
Number of returns with total tax payments 1,570
Total tax payments amount $16,342,000
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 $99,000
Number of returns with income tax 1,560
Income tax amount [10] $12,885,000
Number of returns with tax liability 1,570
Total tax liability amount [11] $13,554,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 440
Tax due at time of filing amount [12] $1,360,000
Number of returns with overpayments refunded 1,110
Overpayments refunded amount [13] $3,949,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $89,000

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

Number of returns 3,160
Number of single returns 280
Number of joint returns 2,720
Number of head of household returns 140
Number of returns with paid preparer's signature 1,480
Number of exemptions 8,900
Number of dependents 3,010
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] 190
Number of elderly returns [4] 1,070
Adjust gross income (AGI) [5] $433,155,000
Number of returns with total income 3,160
Salaries and wages amount $438,133,000
Number of returns with salaries and wages 2,710
Salaries and wages amount $305,913
Number of returns with taxable interest 1,880
Taxable interest amount $2,264
Number of returns with ordinary dividends 1,210
Ordinary dividends amount $6,276,000
Number of returns with qualified dividends 1,120
Qualified dividends amount [6] $4,378
Number of returns with state and local income tax refunds 110
State and local income tax refunds amount $118
Number of returns with business or professional net income (less loss) 570
Business or professional net income (less loss) amount $8,277,000
Number of returns with net capital gain (less loss) 1,120
Net capital gain (less loss) amount $9,479,000
Number of returns with taxable individual retirement arrangements distributions 630
Taxable individual retirement arrangements distributions amount $16,104,000
Number of returns with taxable pensions and annuities 1,310
Taxable pensions and annuities amount $60,364,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $160,000
Number of returns with taxable Social Security benefits 790
Taxable Social Security benefits amount $18,731,000
Number of returns with partnership/S-corp net income (less loss) 360
Partnership/S-corp net income (less loss) amount $8,683,000
Number of returns with total statutory adjustments 1,090
Total statutory adjustments amount $4,978,000
Number of returns with educator expenses 210
Educator expenses amount $55,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $512,000
Number of returns with self-employment health insurance deduction 110
Self-employment health insurance deduction amount $999,000
Number of returns with IRA payments 120
IRA payments amount $604,000
Number of returns with student loan interest deduction 320
Student loan interest deduction amount $358,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $113,000
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $120,000
Number of returns with itemized deductions 2,030
Total itemized deductions amount $52,438,000
Amount of AGI for itemized returns $284,287,000
Number of returns with State and local income taxes 150
State and local income taxes amount $761,000
Number of returns with State and local general sales tax 1,660
State and local general sales tax amount $3,560,000
Number of returns with real estate taxes 1,910
Real estate taxes amount $8,353,000
Number of returns with taxes paid 1,990
Taxes paid amount $12,904,000
Number of returns with mortgage interest paid 1,750
Mortgage interest paid amount $16,747,000
Number of returns with contributions 1,770
Contributions amount $10,007,000
Number of returns with taxable income 3,160
Taxable income amount $330,878,000
Number of returns with income tax before credits 3,150
Income tax before credits amount $56,927,000
Number of returns with alternative minimum tax 40
Alternative minimum tax amount $102,000
Number of returns with total tax credits 1,370
Total tax credits amount $1,700,000
Number of returns with foreign tax credit 370
Foreign tax credit amount $104,000
Number of returns with child and dependent care credit 300
Child and dependent care credit amount $188,000
Number of returns with nonrefundable education credit 330
Nonrefundable education credit amount $419,000
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 $864,000
Number of returns with residential energy tax credit 70
Residential energy tax credit amount $45,000
Number of returns with self-employment tax 390
Self-employment tax amount $1,389,000
Number of returns with total tax payments 3,140
Total tax payments amount $59,969,000
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 310
Refundable education credit amount $263,000
Number of returns with income tax 3,150
Income tax amount [10] $55,227,000
Number of returns with tax liability 3,150
Total tax liability amount [11] $56,952,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,240
Tax due at time of filing amount [12] $5,484,000
Number of returns with overpayments refunded 1,830
Overpayments refunded amount [13] $7,692,000
Number of returns with credit to next year’s estimated tax 110
Credited to next year’s estimated tax amount $713,000

Adjusted Gross Income: $200,000 or more

Number of returns 1,110
Number of single returns 80
Number of joint returns 1,000
Number of head of household returns 30
Number of returns with paid preparer's signature 750
Number of exemptions 3,310
Number of dependents 1,210
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] 20
Number of elderly returns [4] 350
Adjust gross income (AGI) [5] $408,147,000
Number of returns with total income 1,110
Salaries and wages amount $414,304,000
Number of returns with salaries and wages 1,010
Salaries and wages amount $252,079
Number of returns with taxable interest 890
Taxable interest amount $3,278
Number of returns with ordinary dividends 690
Ordinary dividends amount $8,833,000
Number of returns with qualified dividends 650
Qualified dividends amount [6] $6,813
Number of returns with state and local income tax refunds 40
State and local income tax refunds amount $102
Number of returns with business or professional net income (less loss) 260
Business or professional net income (less loss) amount $8,414,000
Number of returns with net capital gain (less loss) 680
Net capital gain (less loss) amount $28,878,000
Number of returns with taxable individual retirement arrangements distributions 210
Taxable individual retirement arrangements distributions amount $8,777,000
Number of returns with taxable pensions and annuities 380
Taxable pensions and annuities amount $22,000,000
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 190
Taxable Social Security benefits amount $4,826,000
Number of returns with partnership/S-corp net income (less loss) 370
Partnership/S-corp net income (less loss) amount $72,955,000
Number of returns with total statutory adjustments 400
Total statutory adjustments amount $6,157,000
Number of returns with educator expenses 40
Educator expenses amount $10,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $1,178,000
Number of returns with self-employment health insurance deduction 130
Self-employment health insurance deduction amount $1,719,000
Number of returns with IRA payments 30
IRA payments amount $267,000
Number of returns with student loan interest deduction 0
Student loan interest deduction amount $0
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 40
Domestic production activities deduction amount $1,262,000
Number of returns with itemized deductions 930
Total itemized deductions amount $38,429,000
Amount of AGI for itemized returns $337,289,000
Number of returns with State and local income taxes 80
State and local income taxes amount $1,003,000
Number of returns with State and local general sales tax 790
State and local general sales tax amount $2,436,000
Number of returns with real estate taxes 890
Real estate taxes amount $6,175,000
Number of returns with taxes paid 910
Taxes paid amount $9,685,000
Number of returns with mortgage interest paid 780
Mortgage interest paid amount $10,263,000
Number of returns with contributions 840
Contributions amount $9,380,000
Number of returns with taxable income 1,110
Taxable income amount $357,913,000
Number of returns with income tax before credits 1,110
Income tax before credits amount $92,358,000
Number of returns with alternative minimum tax 280
Alternative minimum tax amount $937,000
Number of returns with total tax credits 420
Total tax credits amount $1,389,000
Number of returns with foreign tax credit 310
Foreign tax credit amount $178,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $36,000
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 $45,000
Number of returns with self-employment tax 220
Self-employment tax amount $1,306,000
Number of returns with total tax payments 1,100
Total tax payments amount $91,679,000
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 1,110
Income tax amount [10] $90,969,000
Number of returns with tax liability 1,110
Total tax liability amount [11] $94,353,000
Number of returns with net investment income tax 570
Net investment income tax $1,159,000
Number of returns with tax due at time of filing 530
Tax due at time of filing amount [12] $10,649,000
Number of returns with overpayments refunded 460
Overpayments refunded amount [13] $4,528,000
Number of returns with credit to next year’s estimated tax 140
Credited to next year’s estimated tax amount $3,279,000

[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.