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 37620 Income Tax Stats

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

ZIP Code 37620 Data

Zip Code:37620
City:Bristol
State:TN [Tennessee]
Counties: SULLIVAN, TN
City Alias(es):Bristol
Area Code:423
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


37620 Income Tax Overview

Total Number of Tax Returns for ZIP Code 37620 [1] 16,860
Total Number of Single Tax Returns for ZIP Code 37620 6,270
Total Number of Joint Tax Returns for ZIP Code 37620 6,560
Total Number of Dependents for ZIP Code 37620 8,910
Total Adjusted Gross Income for ZIP Code 37620 $834,807,000
Average Income per Person for ZIP Code 37620 $21,349
Average Income per Household for ZIP Code 37620 $49,514

The following tables break down the 2017 Income Tax Statistics into different Gross Income levels.


Adjusted Gross Income: 1 under $25,000

Number of returns 7,320
Number of single returns 4,810
Number of joint returns 1,190
Number of head of household returns 1,190
Number of returns with paid preparer's signature 3,050
Number of exemptions 10,340
Number of dependents 2,840
Total number of volunteer prepared returns [5] 150
Number of volunteer income tax assistance (VITA) prepared returns [3] 110
Number of tax counseling for the elderly (TCE) prepared returns [3] 30
Number of volunteer prepared returns with Earned Income Credit 40
Number of refund anticipation check returns [3] 1,310
Number of elderly returns [4] 1,730
Adjust gross income (AGI) [5] $93,123,000
Number of returns with total income 7,320
Salaries and wages amount $94,379,000
Number of returns with salaries and wages 5,740
Salaries and wages amount $71,991
Number of returns with taxable interest 1,290
Taxable interest amount $751
Number of returns with ordinary dividends 440
Ordinary dividends amount $756,000
Number of returns with qualified dividends 390
Qualified dividends amount [6] $455
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) 900
Business or professional net income (less loss) amount $7,118,000
Number of returns with net capital gain (less loss) 370
Net capital gain (less loss) amount $421,000
Number of returns with taxable individual retirement arrangements distributions 550
Taxable individual retirement arrangements distributions amount $3,317,000
Number of returns with taxable pensions and annuities 1,090
Taxable pensions and annuities amount $8,729,000
Number of farm returns 40
Number of returns with unemployment compensation 120
Unemployment compensation amount [7] $436,000
Number of returns with taxable Social Security benefits 400
Taxable Social Security benefits amount $692,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $122,000
Number of returns with total statutory adjustments 1,080
Total statutory adjustments amount $1,256,000
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 80
Self-employment health insurance deduction amount $236,000
Number of returns with IRA payments 30
IRA payments amount $90,000
Number of returns with student loan interest deduction 200
Student loan interest deduction amount $140,000
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 240
Total itemized deductions amount $3,738,000
Amount of AGI for itemized returns $3,539,000
Number of returns with State and local income taxes 30
State and local income taxes amount $19,000
Number of returns with State and local general sales tax 160
State and local general sales tax amount $171,000
Number of returns with real estate taxes 160
Real estate taxes amount $277,000
Number of returns with taxes paid 220
Taxes paid amount $488,000
Number of returns with mortgage interest paid 120
Mortgage interest paid amount $610,000
Number of returns with contributions 150
Contributions amount $418,000
Number of returns with taxable income 3,220
Taxable income amount $19,644,000
Number of returns with income tax before credits 3,250
Income tax before credits amount $2,120,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 780
Total tax credits amount $225,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $8,000
Number of returns with nonrefundable education credit 160
Nonrefundable education credit amount $89,000
Number of returns with retirement savings contribution credit 390
Retirement savings contribution credit amount $59,000
Number of returns with child tax credit 200
Child tax credit amount $64,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 810
Self-employment tax amount $1,141,000
Number of returns with total tax payments 6,800
Total tax payments amount $15,048,000
Number of returns with earned income credit 2,670
Earned income credit amount [8] $6,220,000
Number of returns with excess earned income credit 2,340
Excess earned income credit (refundable) amount [9] $5,500,000
Number of returns with additional child tax credit 1,370
Additional child tax credit amount $1,559,000
Number of returns with refundable education credit 190
Refundable education credit amount $152,000
Number of returns with income tax 2,830
Income tax amount [10] $1,893,000
Number of returns with tax liability 3,570
Total tax liability amount [11] $3,190,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 570
Tax due at time of filing amount [12] $478,000
Number of returns with overpayments refunded 6,390
Overpayments refunded amount [13] $12,233,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $94,000

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

Number of returns 4,460
Number of single returns 2,020
Number of joint returns 1,570
Number of head of household returns 710
Number of returns with paid preparer's signature 2,000
Number of exemptions 8,520
Number of dependents 2,490
Total number of volunteer prepared returns [5] 100
Number of volunteer income tax assistance (VITA) prepared returns [3] 70
Number of tax counseling for the elderly (TCE) prepared returns [3] 30
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 820
Number of elderly returns [4] 1,080
Adjust gross income (AGI) [5] $159,886,000
Number of returns with total income 4,460
Salaries and wages amount $161,523,000
Number of returns with salaries and wages 3,860
Salaries and wages amount $129,361
Number of returns with taxable interest 1,230
Taxable interest amount $638
Number of returns with ordinary dividends 380
Ordinary dividends amount $776,000
Number of returns with qualified dividends 340
Qualified dividends amount [6] $513
Number of returns with state and local income tax refunds 80
State and local income tax refunds amount $44
Number of returns with business or professional net income (less loss) 480
Business or professional net income (less loss) amount $4,472,000
Number of returns with net capital gain (less loss) 340
Net capital gain (less loss) amount $1,013,000
Number of returns with taxable individual retirement arrangements distributions 400
Taxable individual retirement arrangements distributions amount $3,842,000
Number of returns with taxable pensions and annuities 870
Taxable pensions and annuities amount $13,944,000
Number of farm returns 40
Number of returns with unemployment compensation 100
Unemployment compensation amount [7] $380,000
Number of returns with taxable Social Security benefits 880
Taxable Social Security benefits amount $5,564,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $737,000
Number of returns with total statutory adjustments 840
Total statutory adjustments amount $1,637,000
Number of returns with educator expenses 70
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 80
Self-employment health insurance deduction amount $338,000
Number of returns with IRA payments 60
IRA payments amount $245,000
Number of returns with student loan interest deduction 350
Student loan interest deduction amount $333,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $102,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 380
Total itemized deductions amount $6,146,000
Amount of AGI for itemized returns $14,361,000
Number of returns with State and local income taxes 80
State and local income taxes amount $120,000
Number of returns with State and local general sales tax 230
State and local general sales tax amount $324,000
Number of returns with real estate taxes 290
Real estate taxes amount $511,000
Number of returns with taxes paid 360
Taxes paid amount $1,086,000
Number of returns with mortgage interest paid 230
Mortgage interest paid amount $1,216,000
Number of returns with contributions 260
Contributions amount $997,000
Number of returns with taxable income 4,320
Taxable income amount $81,804,000
Number of returns with income tax before credits 4,300
Income tax before credits amount $9,981,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,680
Total tax credits amount $1,306,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 130
Child and dependent care credit amount $65,000
Number of returns with nonrefundable education credit 220
Nonrefundable education credit amount $227,000
Number of returns with retirement savings contribution credit 800
Retirement savings contribution credit amount $160,000
Number of returns with child tax credit 930
Child tax credit amount $825,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $12,000
Number of returns with self-employment tax 370
Self-employment tax amount $858,000
Number of returns with total tax payments 4,370
Total tax payments amount $18,932,000
Number of returns with earned income credit 1,030
Earned income credit amount [8] $2,262,000
Number of returns with excess earned income credit 860
Excess earned income credit (refundable) amount [9] $1,908,000
Number of returns with additional child tax credit 670
Additional child tax credit amount $923,000
Number of returns with refundable education credit 130
Refundable education credit amount $110,000
Number of returns with income tax 3,680
Income tax amount [10] $8,675,000
Number of returns with tax liability 3,850
Total tax liability amount [11] $9,809,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 580
Tax due at time of filing amount [12] $892,000
Number of returns with overpayments refunded 3,840
Overpayments refunded amount [13] $9,924,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $79,000

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

Number of returns 2,210
Number of single returns 590
Number of joint returns 1,390
Number of head of household returns 180
Number of returns with paid preparer's signature 1,090
Number of exemptions 5,000
Number of dependents 1,410
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 320
Number of elderly returns [4] 650
Adjust gross income (AGI) [5] $134,907,000
Number of returns with total income 2,210
Salaries and wages amount $136,189,000
Number of returns with salaries and wages 1,910
Salaries and wages amount $104,399
Number of returns with taxable interest 980
Taxable interest amount $519
Number of returns with ordinary dividends 350
Ordinary dividends amount $1,181,000
Number of returns with qualified dividends 330
Qualified dividends amount [6] $886
Number of returns with state and local income tax refunds 90
State and local income tax refunds amount $76
Number of returns with business or professional net income (less loss) 290
Business or professional net income (less loss) amount $3,305,000
Number of returns with net capital gain (less loss) 310
Net capital gain (less loss) amount $1,410,000
Number of returns with taxable individual retirement arrangements distributions 290
Taxable individual retirement arrangements distributions amount $4,066,000
Number of returns with taxable pensions and annuities 570
Taxable pensions and annuities amount $11,113,000
Number of farm returns 30
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $236,000
Number of returns with taxable Social Security benefits 550
Taxable Social Security benefits amount $8,219,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $580,000
Number of returns with total statutory adjustments 610
Total statutory adjustments amount $1,282,000
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 $212,000
Number of returns with IRA payments 40
IRA payments amount $172,000
Number of returns with student loan interest deduction 280
Student loan interest deduction amount $285,000
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 470
Total itemized deductions amount $7,744,000
Amount of AGI for itemized returns $28,746,000
Number of returns with State and local income taxes 140
State and local income taxes amount $367,000
Number of returns with State and local general sales tax 290
State and local general sales tax amount $552,000
Number of returns with real estate taxes 400
Real estate taxes amount $801,000
Number of returns with taxes paid 460
Taxes paid amount $1,740,000
Number of returns with mortgage interest paid 330
Mortgage interest paid amount $1,773,000
Number of returns with contributions 340
Contributions amount $1,498,000
Number of returns with taxable income 2,200
Taxable income amount $87,484,000
Number of returns with income tax before credits 2,200
Income tax before credits amount $11,830,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 940
Total tax credits amount $1,252,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $6,000
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $59,000
Number of returns with nonrefundable education credit 170
Nonrefundable education credit amount $194,000
Number of returns with retirement savings contribution credit 270
Retirement savings contribution credit amount $40,000
Number of returns with child tax credit 620
Child tax credit amount $927,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $11,000
Number of returns with self-employment tax 240
Self-employment tax amount $651,000
Number of returns with total tax payments 2,170
Total tax payments amount $15,053,000
Number of returns with earned income credit 20
Earned income credit amount [8] $8,000
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 80
Additional child tax credit amount $105,000
Number of returns with refundable education credit 100
Refundable education credit amount $85,000
Number of returns with income tax 2,120
Income tax amount [10] $10,578,000
Number of returns with tax liability 2,140
Total tax liability amount [11] $11,371,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 450
Tax due at time of filing amount [12] $1,048,000
Number of returns with overpayments refunded 1,730
Overpayments refunded amount [13] $4,578,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $59,000

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

Number of returns 1,240
Number of single returns 180
Number of joint returns 1,000
Number of head of household returns 40
Number of returns with paid preparer's signature 670
Number of exemptions 3,100
Number of dependents 870
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] 410
Adjust gross income (AGI) [5] $106,786,000
Number of returns with total income 1,240
Salaries and wages amount $108,059,000
Number of returns with salaries and wages 1,070
Salaries and wages amount $79,925
Number of returns with taxable interest 690
Taxable interest amount $436
Number of returns with ordinary dividends 260
Ordinary dividends amount $1,356,000
Number of returns with qualified dividends 250
Qualified dividends amount [6] $939
Number of returns with state and local income tax refunds 80
State and local income tax refunds amount $63
Number of returns with business or professional net income (less loss) 210
Business or professional net income (less loss) amount $2,605,000
Number of returns with net capital gain (less loss) 260
Net capital gain (less loss) amount $2,078,000
Number of returns with taxable individual retirement arrangements distributions 210
Taxable individual retirement arrangements distributions amount $4,195,000
Number of returns with taxable pensions and annuities 350
Taxable pensions and annuities amount $8,962,000
Number of farm returns 30
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $130,000
Number of returns with taxable Social Security benefits 320
Taxable Social Security benefits amount $6,855,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $831,000
Number of returns with total statutory adjustments 410
Total statutory adjustments amount $1,273,000
Number of returns with educator expenses 50
Educator expenses amount $15,000
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 $204,000
Number of returns with IRA payments 30
IRA payments amount $182,000
Number of returns with student loan interest deduction 190
Student loan interest deduction amount $215,000
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 330
Total itemized deductions amount $6,741,000
Amount of AGI for itemized returns $29,229,000
Number of returns with State and local income taxes 100
State and local income taxes amount $321,000
Number of returns with State and local general sales tax 200
State and local general sales tax amount $419,000
Number of returns with real estate taxes 300
Real estate taxes amount $652,000
Number of returns with taxes paid 330
Taxes paid amount $1,434,000
Number of returns with mortgage interest paid 260
Mortgage interest paid amount $1,603,000
Number of returns with contributions 280
Contributions amount $1,848,000
Number of returns with taxable income 1,240
Taxable income amount $76,423,000
Number of returns with income tax before credits 1,230
Income tax before credits amount $10,868,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 510
Total tax credits amount $852,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $8,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $59,000
Number of returns with nonrefundable education credit 120
Nonrefundable education credit amount $151,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 380
Child tax credit amount $599,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 160
Self-employment tax amount $511,000
Number of returns with total tax payments 1,220
Total tax payments amount $12,557,000
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 90
Refundable education credit amount $75,000
Number of returns with income tax 1,230
Income tax amount [10] $10,016,000
Number of returns with tax liability 1,230
Total tax liability amount [11] $10,706,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 330
Tax due at time of filing amount [12] $1,051,000
Number of returns with overpayments refunded 880
Overpayments refunded amount [13] $2,817,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $73,000

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

Number of returns 1,290
Number of single returns 140
Number of joint returns 1,100
Number of head of household returns 50
Number of returns with paid preparer's signature 770
Number of exemptions 3,390
Number of dependents 1,000
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] 500
Adjust gross income (AGI) [5] $170,246,000
Number of returns with total income 1,290
Salaries and wages amount $172,917,000
Number of returns with salaries and wages 1,080
Salaries and wages amount $116,077
Number of returns with taxable interest 890
Taxable interest amount $1,493
Number of returns with ordinary dividends 450
Ordinary dividends amount $3,803,000
Number of returns with qualified dividends 410
Qualified dividends amount [6] $2,829
Number of returns with state and local income tax refunds 150
State and local income tax refunds amount $129
Number of returns with business or professional net income (less loss) 280
Business or professional net income (less loss) amount $7,007,000
Number of returns with net capital gain (less loss) 420
Net capital gain (less loss) amount $5,402,000
Number of returns with taxable individual retirement arrangements distributions 300
Taxable individual retirement arrangements distributions amount $9,121,000
Number of returns with taxable pensions and annuities 430
Taxable pensions and annuities amount $14,954,000
Number of farm returns 50
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $195,000
Number of returns with taxable Social Security benefits 370
Taxable Social Security benefits amount $9,162,000
Number of returns with partnership/S-corp net income (less loss) 160
Partnership/S-corp net income (less loss) amount $3,353,000
Number of returns with total statutory adjustments 490
Total statutory adjustments amount $2,671,000
Number of returns with educator expenses 90
Educator expenses amount $23,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $419,000
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $648,000
Number of returns with IRA payments 50
IRA payments amount $372,000
Number of returns with student loan interest deduction 170
Student loan interest deduction amount $218,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $44,000
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $384,000
Number of returns with itemized deductions 640
Total itemized deductions amount $14,951,000
Amount of AGI for itemized returns $87,601,000
Number of returns with State and local income taxes 220
State and local income taxes amount $1,047,000
Number of returns with State and local general sales tax 380
State and local general sales tax amount $1,059,000
Number of returns with real estate taxes 610
Real estate taxes amount $1,693,000
Number of returns with taxes paid 640
Taxes paid amount $3,857,000
Number of returns with mortgage interest paid 490
Mortgage interest paid amount $3,526,000
Number of returns with contributions 570
Contributions amount $4,585,000
Number of returns with taxable income 1,290
Taxable income amount $133,339,000
Number of returns with income tax before credits 1,290
Income tax before credits amount $22,617,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 510
Total tax credits amount $776,000
Number of returns with foreign tax credit 150
Foreign tax credit amount $42,000
Number of returns with child and dependent care credit 120
Child and dependent care credit amount $66,000
Number of returns with nonrefundable education credit 120
Nonrefundable education credit amount $172,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 260
Child tax credit amount $338,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $11,000
Number of returns with self-employment tax 230
Self-employment tax amount $1,280,000
Number of returns with total tax payments 1,270
Total tax payments amount $24,177,000
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 $96,000
Number of returns with income tax 1,290
Income tax amount [10] $21,840,000
Number of returns with tax liability 1,290
Total tax liability amount [11] $23,417,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 500
Tax due at time of filing amount [12] $2,895,000
Number of returns with overpayments refunded 730
Overpayments refunded amount [13] $3,245,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $359,000

Adjusted Gross Income: $200,000 or more

Number of returns 340
Number of single returns 20
Number of joint returns 310
Number of head of household returns 0
Number of returns with paid preparer's signature 280
Number of exemptions 960
Number of dependents 300
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] 150
Adjust gross income (AGI) [5] $169,859,000
Number of returns with total income 340
Salaries and wages amount $173,329,000
Number of returns with salaries and wages 300
Salaries and wages amount $83,742
Number of returns with taxable interest 290
Taxable interest amount $1,702
Number of returns with ordinary dividends 240
Ordinary dividends amount $7,521,000
Number of returns with qualified dividends 230
Qualified dividends amount [6] $6,040
Number of returns with state and local income tax refunds 60
State and local income tax refunds amount $171
Number of returns with business or professional net income (less loss) 130
Business or professional net income (less loss) amount $13,854,000
Number of returns with net capital gain (less loss) 230
Net capital gain (less loss) amount $29,243,000
Number of returns with taxable individual retirement arrangements distributions 70
Taxable individual retirement arrangements distributions amount $4,006,000
Number of returns with taxable pensions and annuities 60
Taxable pensions and annuities amount $3,162,000
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 90
Taxable Social Security benefits amount $2,420,000
Number of returns with partnership/S-corp net income (less loss) 170
Partnership/S-corp net income (less loss) amount $19,082,000
Number of returns with total statutory adjustments 170
Total statutory adjustments amount $3,470,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $991,000
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $718,000
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 280
Total itemized deductions amount $22,812,000
Amount of AGI for itemized returns $136,836,000
Number of returns with State and local income taxes 90
State and local income taxes amount $2,507,000
Number of returns with State and local general sales tax 180
State and local general sales tax amount $759,000
Number of returns with real estate taxes 270
Real estate taxes amount $1,648,000
Number of returns with taxes paid 280
Taxes paid amount $4,928,000
Number of returns with mortgage interest paid 190
Mortgage interest paid amount $2,104,000
Number of returns with contributions 270
Contributions amount $11,979,000
Number of returns with taxable income 340
Taxable income amount $143,695,000
Number of returns with income tax before credits 340
Income tax before credits amount $37,450,000
Number of returns with alternative minimum tax 120
Alternative minimum tax amount $665,000
Number of returns with total tax credits 150
Total tax credits amount $603,000
Number of returns with foreign tax credit 130
Foreign tax credit amount $360,000
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 140
Self-employment tax amount $1,377,000
Number of returns with total tax payments 340
Total tax payments amount $40,020,000
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 340
Income tax amount [10] $36,341,000
Number of returns with tax liability 340
Total tax liability amount [11] $39,444,000
Number of returns with net investment income tax 200
Net investment income tax $1,224,000
Number of returns with tax due at time of filing 160
Tax due at time of filing amount [12] $4,552,000
Number of returns with overpayments refunded 130
Overpayments refunded amount [13] $2,350,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $2,685,000

[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.