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ZIP Code Database - Facts & Stats

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ZIP Code 33160 Income Tax Stats

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

ZIP Code 33160 Data

Zip Code:33160
City:North Miami Beach
State:FL [Florida]
Counties: MIAMI-DADE, FL
City Alias(es):North Miami Beach
Area Code:786 / 305
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





33160 Income Tax Overview

Total Number of Tax Returns for ZIP Code 33160 [1] 20,100
Total Number of Single Tax Returns for ZIP Code 33160 5,580
Total Number of Joint Tax Returns for ZIP Code 33160 6,550
Total Number of Dependents for ZIP Code 33160 8,790
Total Adjusted Gross Income for ZIP Code 33160 $4,483,471,000
Average Income per Person for ZIP Code 33160 $111,938
Average Income per Household for ZIP Code 33160 $223,058

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 8,050
Number of single returns 5,230
Number of joint returns 1,460
Number of head of household returns 1,120
Number of returns with paid preparer's signature 6,040
Number of exemptions 11,460
Number of dependents 2,670
Total number of volunteer prepared returns [5] 180
Number of volunteer income tax assistance (VITA) prepared returns [3] 70
Number of tax counseling for the elderly (TCE) prepared returns [3] 100
Number of volunteer prepared returns with Earned Income Credit 40
Number of refund anticipation check returns [3] 820
Number of elderly returns [4] 2,120
Adjust gross income (AGI) [5] $96,265,000
Number of returns with total income 8,050
Salaries and wages amount $99,741,000
Number of returns with salaries and wages 4,000
Salaries and wages amount $55,555
Number of returns with taxable interest 1,310
Taxable interest amount $2,643
Number of returns with ordinary dividends 820
Ordinary dividends amount $3,277,000
Number of returns with qualified dividends 720
Qualified dividends amount [6] $1,845
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) 3,790
Business or professional net income (less loss) amount $26,832,000
Number of returns with net capital gain (less loss) 890
Net capital gain (less loss) amount $1,001,000
Number of returns with taxable individual retirement arrangements distributions 390
Taxable individual retirement arrangements distributions amount $2,553,000
Number of returns with taxable pensions and annuities 620
Taxable pensions and annuities amount $4,730,000
Number of farm returns 0
Number of returns with unemployment compensation 100
Unemployment compensation amount [7] $338,000
Number of returns with taxable Social Security benefits 290
Taxable Social Security benefits amount $884,000
Number of returns with partnership/S-corp net income (less loss) 920
Partnership/S-corp net income (less loss) amount $3,320,000
Number of returns with total statutory adjustments 3,360
Total statutory adjustments amount $3,476,000
Number of returns with educator expenses 20
Educator expenses amount $6,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 200
Self-employment health insurance deduction amount $486,000
Number of returns with IRA payments 50
IRA payments amount $172,000
Number of returns with student loan interest deduction 180
Student loan interest deduction amount $186,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $174,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 750
Total itemized deductions amount $13,544,000
Amount of AGI for itemized returns $11,276,000
Number of returns with State and local income taxes 30
State and local income taxes amount $77,000
Number of returns with State and local general sales tax 580
State and local general sales tax amount $397,000
Number of returns with real estate taxes 410
Real estate taxes amount $2,681,000
Number of returns with taxes paid 670
Taxes paid amount $3,512,000
Number of returns with mortgage interest paid 270
Mortgage interest paid amount $2,663,000
Number of returns with contributions 410
Contributions amount $814,000
Number of returns with taxable income 2,940
Taxable income amount $16,152,000
Number of returns with income tax before credits 3,060
Income tax before credits amount $1,822,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 870
Total tax credits amount $326,000
Number of returns with foreign tax credit 110
Foreign tax credit amount $19,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $24,000
Number of returns with nonrefundable education credit 270
Nonrefundable education credit amount $170,000
Number of returns with retirement savings contribution credit 190
Retirement savings contribution credit amount $37,000
Number of returns with child tax credit 200
Child tax credit amount $57,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 3,130
Self-employment tax amount $4,374,000
Number of returns with total tax payments 6,230
Total tax payments amount $15,137,000
Number of returns with earned income credit 3,310
Earned income credit amount [8] $6,434,000
Number of returns with excess earned income credit 2,120
Excess earned income credit (refundable) amount [9] $4,248,000
Number of returns with additional child tax credit 1,290
Additional child tax credit amount $1,550,000
Number of returns with refundable education credit 480
Refundable education credit amount $420,000
Number of returns with income tax 2,480
Income tax amount [10] $1,496,000
Number of returns with tax liability 4,930
Total tax liability amount [11] $6,081,000
Number of returns with net investment income tax 20
Net investment income tax $111,000
Number of returns with tax due at time of filing 2,160
Tax due at time of filing amount [12] $2,201,000
Number of returns with overpayments refunded 4,750
Overpayments refunded amount [13] $10,788,000
Number of returns with credit to next year’s estimated tax 150
Credited to next year’s estimated tax amount $423,000

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

Number of returns 4,250
Number of single returns 2,270
Number of joint returns 1,160
Number of head of household returns 660
Number of returns with paid preparer's signature 3,130
Number of exemptions 7,340
Number of dependents 1,950
Total number of volunteer prepared returns [5] 70
Number of volunteer income tax assistance (VITA) prepared returns [3] 30
Number of tax counseling for the elderly (TCE) prepared returns [3] 40
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 580
Number of elderly returns [4] 1,020
Adjust gross income (AGI) [5] $153,641,000
Number of returns with total income 4,250
Salaries and wages amount $156,335,000
Number of returns with salaries and wages 3,220
Salaries and wages amount $113,413
Number of returns with taxable interest 830
Taxable interest amount $2,583
Number of returns with ordinary dividends 520
Ordinary dividends amount $3,501,000
Number of returns with qualified dividends 470
Qualified dividends amount [6] $2,326
Number of returns with state and local income tax refunds 40
State and local income tax refunds amount $36
Number of returns with business or professional net income (less loss) 1,250
Business or professional net income (less loss) amount $10,624,000
Number of returns with net capital gain (less loss) 600
Net capital gain (less loss) amount $2,556,000
Number of returns with taxable individual retirement arrangements distributions 260
Taxable individual retirement arrangements distributions amount $2,886,000
Number of returns with taxable pensions and annuities 430
Taxable pensions and annuities amount $6,594,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $216,000
Number of returns with taxable Social Security benefits 620
Taxable Social Security benefits amount $4,524,000
Number of returns with partnership/S-corp net income (less loss) 660
Partnership/S-corp net income (less loss) amount $8,193,000
Number of returns with total statutory adjustments 1,250
Total statutory adjustments amount $2,694,000
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 140
Self-employment health insurance deduction amount $624,000
Number of returns with IRA payments 80
IRA payments amount $285,000
Number of returns with student loan interest deduction 280
Student loan interest deduction amount $303,000
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 1,160
Total itemized deductions amount $22,364,000
Amount of AGI for itemized returns $43,304,000
Number of returns with State and local income taxes 50
State and local income taxes amount $129,000
Number of returns with State and local general sales tax 970
State and local general sales tax amount $984,000
Number of returns with real estate taxes 470
Real estate taxes amount $2,738,000
Number of returns with taxes paid 1,070
Taxes paid amount $4,168,000
Number of returns with mortgage interest paid 310
Mortgage interest paid amount $2,435,000
Number of returns with contributions 810
Contributions amount $2,100,000
Number of returns with taxable income 4,020
Taxable income amount $76,186,000
Number of returns with income tax before credits 3,970
Income tax before credits amount $9,609,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,490
Total tax credits amount $1,366,000
Number of returns with foreign tax credit 180
Foreign tax credit amount $126,000
Number of returns with child and dependent care credit 180
Child and dependent care credit amount $114,000
Number of returns with nonrefundable education credit 390
Nonrefundable education credit amount $407,000
Number of returns with retirement savings contribution credit 350
Retirement savings contribution credit amount $80,000
Number of returns with child tax credit 670
Child tax credit amount $562,000
Number of returns with residential energy tax credit 70
Residential energy tax credit amount $78,000
Number of returns with self-employment tax 840
Self-employment tax amount $2,130,000
Number of returns with total tax payments 3,730
Total tax payments amount $16,177,000
Number of returns with earned income credit 740
Earned income credit amount [8] $1,564,000
Number of returns with excess earned income credit 510
Excess earned income credit (refundable) amount [9] $970,000
Number of returns with additional child tax credit 510
Additional child tax credit amount $625,000
Number of returns with refundable education credit 280
Refundable education credit amount $250,000
Number of returns with income tax 3,420
Income tax amount [10] $8,243,000
Number of returns with tax liability 3,720
Total tax liability amount [11] $10,620,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,090
Tax due at time of filing amount [12] $2,735,000
Number of returns with overpayments refunded 2,960
Overpayments refunded amount [13] $7,769,000
Number of returns with credit to next year’s estimated tax 120
Credited to next year’s estimated tax amount $422,000

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

Number of returns 2,410
Number of single returns 1,210
Number of joint returns 780
Number of head of household returns 320
Number of returns with paid preparer's signature 1,780
Number of exemptions 4,240
Number of dependents 1,050
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] 250
Number of elderly returns [4] 630
Adjust gross income (AGI) [5] $147,639,000
Number of returns with total income 2,410
Salaries and wages amount $150,211,000
Number of returns with salaries and wages 1,880
Salaries and wages amount $105,430
Number of returns with taxable interest 700
Taxable interest amount $2,882
Number of returns with ordinary dividends 480
Ordinary dividends amount $4,439,000
Number of returns with qualified dividends 430
Qualified dividends amount [6] $2,747
Number of returns with state and local income tax refunds 20
State and local income tax refunds amount $42
Number of returns with business or professional net income (less loss) 560
Business or professional net income (less loss) amount $6,389,000
Number of returns with net capital gain (less loss) 520
Net capital gain (less loss) amount $4,050,000
Number of returns with taxable individual retirement arrangements distributions 230
Taxable individual retirement arrangements distributions amount $3,492,000
Number of returns with taxable pensions and annuities 320
Taxable pensions and annuities amount $7,217,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $164,000
Number of returns with taxable Social Security benefits 430
Taxable Social Security benefits amount $6,827,000
Number of returns with partnership/S-corp net income (less loss) 480
Partnership/S-corp net income (less loss) amount $8,948,000
Number of returns with total statutory adjustments 720
Total statutory adjustments amount $2,572,000
Number of returns with educator expenses 50
Educator expenses amount $14,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 90
Self-employment health insurance deduction amount $549,000
Number of returns with IRA payments 60
IRA payments amount $308,000
Number of returns with student loan interest deduction 210
Student loan interest deduction amount $227,000
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 970
Total itemized deductions amount $21,088,000
Amount of AGI for itemized returns $59,769,000
Number of returns with State and local income taxes 50
State and local income taxes amount $293,000
Number of returns with State and local general sales tax 820
State and local general sales tax amount $1,082,000
Number of returns with real estate taxes 580
Real estate taxes amount $3,442,000
Number of returns with taxes paid 920
Taxes paid amount $5,022,000
Number of returns with mortgage interest paid 410
Mortgage interest paid amount $3,180,000
Number of returns with contributions 740
Contributions amount $2,286,000
Number of returns with taxable income 2,380
Taxable income amount $96,800,000
Number of returns with income tax before credits 2,350
Income tax before credits amount $14,003,000
Number of returns with alternative minimum tax 30
Alternative minimum tax amount $33,000
Number of returns with total tax credits 830
Total tax credits amount $1,151,000
Number of returns with foreign tax credit 200
Foreign tax credit amount $164,000
Number of returns with child and dependent care credit 120
Child and dependent care credit amount $73,000
Number of returns with nonrefundable education credit 180
Nonrefundable education credit amount $236,000
Number of returns with retirement savings contribution credit 90
Retirement savings contribution credit amount $16,000
Number of returns with child tax credit 440
Child tax credit amount $579,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $51,000
Number of returns with self-employment tax 390
Self-employment tax amount $1,254,000
Number of returns with total tax payments 2,170
Total tax payments amount $16,552,000
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 80
Additional child tax credit amount $87,000
Number of returns with refundable education credit 150
Refundable education credit amount $140,000
Number of returns with income tax 2,270
Income tax amount [10] $12,853,000
Number of returns with tax liability 2,310
Total tax liability amount [11] $14,306,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 750
Tax due at time of filing amount [12] $3,014,000
Number of returns with overpayments refunded 1,520
Overpayments refunded amount [13] $4,740,000
Number of returns with credit to next year’s estimated tax 120
Credited to next year’s estimated tax amount $443,000

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

Number of returns 1,310
Number of single returns 550
Number of joint returns 570
Number of head of household returns 150
Number of returns with paid preparer's signature 1,020
Number of exemptions 2,510
Number of dependents 630
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] 100
Number of elderly returns [4] 440
Adjust gross income (AGI) [5] $113,139,000
Number of returns with total income 1,310
Salaries and wages amount $114,700,000
Number of returns with salaries and wages 1,000
Salaries and wages amount $74,747
Number of returns with taxable interest 520
Taxable interest amount $2,754
Number of returns with ordinary dividends 380
Ordinary dividends amount $3,543,000
Number of returns with qualified dividends 340
Qualified dividends amount [6] $2,065
Number of returns with state and local income tax refunds 30
State and local income tax refunds amount $37
Number of returns with business or professional net income (less loss) 280
Business or professional net income (less loss) amount $4,460,000
Number of returns with net capital gain (less loss) 410
Net capital gain (less loss) amount $3,813,000
Number of returns with taxable individual retirement arrangements distributions 180
Taxable individual retirement arrangements distributions amount $3,791,000
Number of returns with taxable pensions and annuities 240
Taxable pensions and annuities amount $6,379,000
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 330
Taxable Social Security benefits amount $6,786,000
Number of returns with partnership/S-corp net income (less loss) 360
Partnership/S-corp net income (less loss) amount $7,572,000
Number of returns with total statutory adjustments 360
Total statutory adjustments amount $1,561,000
Number of returns with educator expenses 30
Educator expenses amount $8,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $535,000
Number of returns with IRA payments 30
IRA payments amount $209,000
Number of returns with student loan interest deduction 80
Student loan interest deduction amount $70,000
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 $75,000
Number of returns with itemized deductions 610
Total itemized deductions amount $15,763,000
Amount of AGI for itemized returns $52,793,000
Number of returns with State and local income taxes 50
State and local income taxes amount $271,000
Number of returns with State and local general sales tax 520
State and local general sales tax amount $785,000
Number of returns with real estate taxes 420
Real estate taxes amount $2,915,000
Number of returns with taxes paid 590
Taxes paid amount $4,134,000
Number of returns with mortgage interest paid 290
Mortgage interest paid amount $2,669,000
Number of returns with contributions 480
Contributions amount $1,882,000
Number of returns with taxable income 1,300
Taxable income amount $80,655,000
Number of returns with income tax before credits 1,290
Income tax before credits amount $12,876,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 460
Total tax credits amount $790,000
Number of returns with foreign tax credit 170
Foreign tax credit amount $282,000
Number of returns with child and dependent care credit 80
Child and dependent care credit amount $49,000
Number of returns with nonrefundable education credit 60
Nonrefundable education credit amount $79,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 240
Child tax credit amount $318,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $41,000
Number of returns with self-employment tax 200
Self-employment tax amount $780,000
Number of returns with total tax payments 1,190
Total tax payments amount $14,193,000
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 50
Refundable education credit amount $49,000
Number of returns with income tax 1,260
Income tax amount [10] $12,086,000
Number of returns with tax liability 1,270
Total tax liability amount [11] $12,969,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 480
Tax due at time of filing amount [12] $2,544,000
Number of returns with overpayments refunded 720
Overpayments refunded amount [13] $2,973,000
Number of returns with credit to next year’s estimated tax 110
Credited to next year’s estimated tax amount $716,000

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

Number of returns 2,060
Number of single returns 700
Number of joint returns 1,170
Number of head of household returns 140
Number of returns with paid preparer's signature 1,650
Number of exemptions 4,340
Number of dependents 1,120
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] 80
Number of elderly returns [4] 770
Adjust gross income (AGI) [5] $283,566,000
Number of returns with total income 2,060
Salaries and wages amount $289,274,000
Number of returns with salaries and wages 1,480
Salaries and wages amount $159,632
Number of returns with taxable interest 1,090
Taxable interest amount $9,443
Number of returns with ordinary dividends 850
Ordinary dividends amount $15,895,000
Number of returns with qualified dividends 790
Qualified dividends amount [6] $11,268
Number of returns with state and local income tax refunds 90
State and local income tax refunds amount $214
Number of returns with business or professional net income (less loss) 440
Business or professional net income (less loss) amount $11,460,000
Number of returns with net capital gain (less loss) 910
Net capital gain (less loss) amount $19,519,000
Number of returns with taxable individual retirement arrangements distributions 370
Taxable individual retirement arrangements distributions amount $13,433,000
Number of returns with taxable pensions and annuities 400
Taxable pensions and annuities amount $16,300,000
Number of farm returns 0
Number of returns with unemployment compensation 20
Unemployment compensation amount [7] $142,000
Number of returns with taxable Social Security benefits 580
Taxable Social Security benefits amount $13,903,000
Number of returns with partnership/S-corp net income (less loss) 720
Partnership/S-corp net income (less loss) amount $27,594,000
Number of returns with total statutory adjustments 650
Total statutory adjustments amount $5,708,000
Number of returns with educator expenses 50
Educator expenses amount $12,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $978,000
Number of returns with self-employment health insurance deduction 160
Self-employment health insurance deduction amount $1,535,000
Number of returns with IRA payments 70
IRA payments amount $526,000
Number of returns with student loan interest deduction 90
Student loan interest deduction amount $121,000
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 1,220
Total itemized deductions amount $40,964,000
Amount of AGI for itemized returns $171,110,000
Number of returns with State and local income taxes 160
State and local income taxes amount $1,657,000
Number of returns with State and local general sales tax 1,000
State and local general sales tax amount $1,707,000
Number of returns with real estate taxes 980
Real estate taxes amount $9,691,000
Number of returns with taxes paid 1,200
Taxes paid amount $13,346,000
Number of returns with mortgage interest paid 680
Mortgage interest paid amount $8,417,000
Number of returns with contributions 950
Contributions amount $4,521,000
Number of returns with taxable income 2,040
Taxable income amount $216,782,000
Number of returns with income tax before credits 2,030
Income tax before credits amount $39,162,000
Number of returns with alternative minimum tax 120
Alternative minimum tax amount $416,000
Number of returns with total tax credits 760
Total tax credits amount $1,544,000
Number of returns with foreign tax credit 420
Foreign tax credit amount $985,000
Number of returns with child and dependent care credit 130
Child and dependent care credit amount $88,000
Number of returns with nonrefundable education credit 60
Nonrefundable education credit amount $86,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 200
Child tax credit amount $226,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $80,000
Number of returns with self-employment tax 340
Self-employment tax amount $1,966,000
Number of returns with total tax payments 1,890
Total tax payments amount $40,499,000
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 50
Refundable education credit amount $47,000
Number of returns with income tax 2,000
Income tax amount [10] $37,619,000
Number of returns with tax liability 2,010
Total tax liability amount [11] $39,944,000
Number of returns with net investment income tax 50
Net investment income tax $169,000
Number of returns with tax due at time of filing 900
Tax due at time of filing amount [12] $8,285,000
Number of returns with overpayments refunded 910
Overpayments refunded amount [13] $5,387,000
Number of returns with credit to next year’s estimated tax 270
Credited to next year’s estimated tax amount $3,295,000

Adjusted Gross Income: $200,000 or more

Number of returns 2,020
Number of single returns 440
Number of joint returns 1,410
Number of head of household returns 80
Number of returns with paid preparer's signature 1,870
Number of exemptions 4,790
Number of dependents 1,370
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] 970
Adjust gross income (AGI) [5] $3,689,221,000
Number of returns with total income 2,020
Salaries and wages amount $3,719,983,000
Number of returns with salaries and wages 1,410
Salaries and wages amount $559,860
Number of returns with taxable interest 1,640
Taxable interest amount $112,139
Number of returns with ordinary dividends 1,380
Ordinary dividends amount $208,476,000
Number of returns with qualified dividends 1,300
Qualified dividends amount [6] $171,560
Number of returns with state and local income tax refunds 200
State and local income tax refunds amount $4,644
Number of returns with business or professional net income (less loss) 510
Business or professional net income (less loss) amount $68,838,000
Number of returns with net capital gain (less loss) 1,520
Net capital gain (less loss) amount $660,641,000
Number of returns with taxable individual retirement arrangements distributions 420
Taxable individual retirement arrangements distributions amount $36,649,000
Number of returns with taxable pensions and annuities 370
Taxable pensions and annuities amount $19,889,000
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 630
Taxable Social Security benefits amount $17,951,000
Number of returns with partnership/S-corp net income (less loss) 1,410
Partnership/S-corp net income (less loss) amount $633,367,000
Number of returns with total statutory adjustments 900
Total statutory adjustments amount $30,762,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 70
Self-employment retirement plans amount $3,871,000
Number of returns with self-employment health insurance deduction 360
Self-employment health insurance deduction amount $5,618,000
Number of returns with IRA payments 90
IRA payments amount $729,000
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 100
Domestic production activities deduction amount $7,031,000
Number of returns with itemized deductions 1,610
Total itemized deductions amount $234,666,000
Amount of AGI for itemized returns $2,218,299,000
Number of returns with State and local income taxes 420
State and local income taxes amount $38,071,000
Number of returns with State and local general sales tax 1,130
State and local general sales tax amount $5,942,000
Number of returns with real estate taxes 1,440
Real estate taxes amount $42,427,000
Number of returns with taxes paid 1,590
Taxes paid amount $87,598,000
Number of returns with mortgage interest paid 880
Mortgage interest paid amount $18,308,000
Number of returns with contributions 1,380
Contributions amount $66,627,000
Number of returns with taxable income 2,010
Taxable income amount $3,442,820,000
Number of returns with income tax before credits 2,010
Income tax before credits amount $917,099,000
Number of returns with alternative minimum tax 880
Alternative minimum tax amount $11,305,000
Number of returns with total tax credits 1,090
Total tax credits amount $34,644,000
Number of returns with foreign tax credit 950
Foreign tax credit amount $31,572,000
Number of returns with child and dependent care credit 80
Child and dependent care credit amount $65,000
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 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 540
Self-employment tax amount $8,030,000
Number of returns with total tax payments 1,920
Total tax payments amount $697,827,000
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 1,990
Income tax amount [10] $882,454,000
Number of returns with tax liability 2,010
Total tax liability amount [11] $950,240,000
Number of returns with net investment income tax 1,430
Net investment income tax $22,628,000
Number of returns with tax due at time of filing 1,020
Tax due at time of filing amount [12] $96,421,000
Number of returns with overpayments refunded 390
Overpayments refunded amount [13] $22,713,000
Number of returns with credit to next year’s estimated tax 680
Credited to next year’s estimated tax amount $76,723,000

[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.