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 38401 Income Tax Stats

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

ZIP Code 38401 Data

Zip Code:38401
City:Columbia
State:TN [Tennessee]
Counties: MAURY, TN
City Alias(es):Columbia
Area Code:931 / 615
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


38401 Income Tax Overview

Total Number of Tax Returns for ZIP Code 38401 [1] 27,440
Total Number of Single Tax Returns for ZIP Code 38401 9,770
Total Number of Joint Tax Returns for ZIP Code 38401 10,270
Total Number of Dependents for ZIP Code 38401 16,800
Total Adjusted Gross Income for ZIP Code 38401 $1,474,192,000
Average Income per Person for ZIP Code 38401 $27,065
Average Income per Household for ZIP Code 38401 $53,724

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 9,900
Number of single returns 6,550
Number of joint returns 1,200
Number of head of household returns 1,980
Number of returns with paid preparer's signature 4,280
Number of exemptions 13,840
Number of dependents 4,480
Total number of volunteer prepared returns [5] 140
Number of volunteer income tax assistance (VITA) prepared returns [3] 70
Number of tax counseling for the elderly (TCE) prepared returns [3] 70
Number of volunteer prepared returns with Earned Income Credit 30
Number of refund anticipation check returns [3] 1,940
Number of elderly returns [4] 2,030
Adjust gross income (AGI) [5] $126,325,000
Number of returns with total income 9,900
Salaries and wages amount $128,190,000
Number of returns with salaries and wages 7,900
Salaries and wages amount $97,535
Number of returns with taxable interest 1,140
Taxable interest amount $791
Number of returns with ordinary dividends 630
Ordinary dividends amount $982,000
Number of returns with qualified dividends 570
Qualified dividends amount [6] $667
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) 1,430
Business or professional net income (less loss) amount $10,336,000
Number of returns with net capital gain (less loss) 540
Net capital gain (less loss) amount $553,000
Number of returns with taxable individual retirement arrangements distributions 530
Taxable individual retirement arrangements distributions amount $3,635,000
Number of returns with taxable pensions and annuities 1,450
Taxable pensions and annuities amount $13,694,000
Number of farm returns 110
Number of returns with unemployment compensation 100
Unemployment compensation amount [7] $315,000
Number of returns with taxable Social Security benefits 600
Taxable Social Security benefits amount $1,094,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $307,000
Number of returns with total statutory adjustments 1,580
Total statutory adjustments amount $1,865,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 130
Self-employment health insurance deduction amount $442,000
Number of returns with IRA payments 20
IRA payments amount $70,000
Number of returns with student loan interest deduction 260
Student loan interest deduction amount $215,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $82,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 410
Total itemized deductions amount $6,766,000
Amount of AGI for itemized returns $6,365,000
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 290
State and local general sales tax amount $342,000
Number of returns with real estate taxes 280
Real estate taxes amount $494,000
Number of returns with taxes paid 370
Taxes paid amount $890,000
Number of returns with mortgage interest paid 200
Mortgage interest paid amount $1,095,000
Number of returns with contributions 280
Contributions amount $936,000
Number of returns with taxable income 4,420
Taxable income amount $26,693,000
Number of returns with income tax before credits 4,390
Income tax before credits amount $2,843,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 970
Total tax credits amount $309,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $29,000
Number of returns with nonrefundable education credit 180
Nonrefundable education credit amount $103,000
Number of returns with retirement savings contribution credit 370
Retirement savings contribution credit amount $61,000
Number of returns with child tax credit 330
Child tax credit amount $109,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 1,240
Self-employment tax amount $1,764,000
Number of returns with total tax payments 9,160
Total tax payments amount $21,518,000
Number of returns with earned income credit 3,540
Earned income credit amount [8] $9,045,000
Number of returns with excess earned income credit 3,140
Excess earned income credit (refundable) amount [9] $8,087,000
Number of returns with additional child tax credit 2,090
Additional child tax credit amount $2,579,000
Number of returns with refundable education credit 280
Refundable education credit amount $232,000
Number of returns with income tax 3,770
Income tax amount [10] $2,534,000
Number of returns with tax liability 4,850
Total tax liability amount [11] $4,482,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 890
Tax due at time of filing amount [12] $825,000
Number of returns with overpayments refunded 8,560
Overpayments refunded amount [13] $17,724,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $88,000

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

Number of returns 7,610
Number of single returns 3,710
Number of joint returns 1,920
Number of head of household returns 1,740
Number of returns with paid preparer's signature 3,350
Number of exemptions 14,200
Number of dependents 4,700
Total number of volunteer prepared returns [5] 100
Number of volunteer income tax assistance (VITA) prepared returns [3] 50
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] 1,540
Number of elderly returns [4] 1,630
Adjust gross income (AGI) [5] $274,728,000
Number of returns with total income 7,610
Salaries and wages amount $277,341,000
Number of returns with salaries and wages 6,710
Salaries and wages amount $225,375
Number of returns with taxable interest 1,150
Taxable interest amount $780
Number of returns with ordinary dividends 650
Ordinary dividends amount $1,469,000
Number of returns with qualified dividends 590
Qualified dividends amount [6] $1,004
Number of returns with state and local income tax refunds 40
State and local income tax refunds amount $32
Number of returns with business or professional net income (less loss) 870
Business or professional net income (less loss) amount $8,428,000
Number of returns with net capital gain (less loss) 540
Net capital gain (less loss) amount $1,279,000
Number of returns with taxable individual retirement arrangements distributions 570
Taxable individual retirement arrangements distributions amount $6,214,000
Number of returns with taxable pensions and annuities 1,410
Taxable pensions and annuities amount $22,774,000
Number of farm returns 120
Number of returns with unemployment compensation 140
Unemployment compensation amount [7] $346,000
Number of returns with taxable Social Security benefits 1,280
Taxable Social Security benefits amount $8,829,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $670,000
Number of returns with total statutory adjustments 1,430
Total statutory adjustments amount $2,613,000
Number of returns with educator expenses 140
Educator expenses amount $34,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 110
Self-employment health insurance deduction amount $467,000
Number of returns with IRA payments 80
IRA payments amount $258,000
Number of returns with student loan interest deduction 640
Student loan interest deduction amount $611,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $75,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 840
Total itemized deductions amount $13,446,000
Amount of AGI for itemized returns $32,237,000
Number of returns with State and local income taxes 60
State and local income taxes amount $106,000
Number of returns with State and local general sales tax 600
State and local general sales tax amount $884,000
Number of returns with real estate taxes 630
Real estate taxes amount $1,012,000
Number of returns with taxes paid 790
Taxes paid amount $2,067,000
Number of returns with mortgage interest paid 530
Mortgage interest paid amount $2,863,000
Number of returns with contributions 590
Contributions amount $2,497,000
Number of returns with taxable income 7,410
Taxable income amount $145,171,000
Number of returns with income tax before credits 7,380
Income tax before credits amount $17,844,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 2,970
Total tax credits amount $2,492,000
Number of returns with foreign tax credit 150
Foreign tax credit amount $6,000
Number of returns with child and dependent care credit 330
Child and dependent care credit amount $187,000
Number of returns with nonrefundable education credit 350
Nonrefundable education credit amount $351,000
Number of returns with retirement savings contribution credit 1,200
Retirement savings contribution credit amount $190,000
Number of returns with child tax credit 1,830
Child tax credit amount $1,726,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $21,000
Number of returns with self-employment tax 650
Self-employment tax amount $1,658,000
Number of returns with total tax payments 7,440
Total tax payments amount $32,594,000
Number of returns with earned income credit 1,850
Earned income credit amount [8] $3,812,000
Number of returns with excess earned income credit 1,470
Excess earned income credit (refundable) amount [9] $3,115,000
Number of returns with additional child tax credit 1,260
Additional child tax credit amount $1,758,000
Number of returns with refundable education credit 260
Refundable education credit amount $210,000
Number of returns with income tax 6,190
Income tax amount [10] $15,352,000
Number of returns with tax liability 6,490
Total tax liability amount [11] $17,390,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,070
Tax due at time of filing amount [12] $1,745,000
Number of returns with overpayments refunded 6,480
Overpayments refunded amount [13] $16,784,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $91,000

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

Number of returns 4,050
Number of single returns 1,260
Number of joint returns 2,180
Number of head of household returns 500
Number of returns with paid preparer's signature 1,990
Number of exemptions 9,010
Number of dependents 2,790
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] 600
Number of elderly returns [4] 1,080
Adjust gross income (AGI) [5] $247,458,000
Number of returns with total income 4,050
Salaries and wages amount $250,228,000
Number of returns with salaries and wages 3,570
Salaries and wages amount $193,646
Number of returns with taxable interest 1,010
Taxable interest amount $773
Number of returns with ordinary dividends 540
Ordinary dividends amount $1,720,000
Number of returns with qualified dividends 490
Qualified dividends amount [6] $1,275
Number of returns with state and local income tax refunds 30
State and local income tax refunds amount $33
Number of returns with business or professional net income (less loss) 650
Business or professional net income (less loss) amount $8,018,000
Number of returns with net capital gain (less loss) 490
Net capital gain (less loss) amount $2,132,000
Number of returns with taxable individual retirement arrangements distributions 450
Taxable individual retirement arrangements distributions amount $6,478,000
Number of returns with taxable pensions and annuities 1,010
Taxable pensions and annuities amount $21,252,000
Number of farm returns 110
Number of returns with unemployment compensation 100
Unemployment compensation amount [7] $301,000
Number of returns with taxable Social Security benefits 890
Taxable Social Security benefits amount $13,908,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $1,632,000
Number of returns with total statutory adjustments 1,180
Total statutory adjustments amount $2,770,000
Number of returns with educator expenses 110
Educator expenses amount $27,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 100
Self-employment health insurance deduction amount $524,000
Number of returns with IRA payments 80
IRA payments amount $362,000
Number of returns with student loan interest deduction 510
Student loan interest deduction amount $516,000
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 870
Total itemized deductions amount $15,162,000
Amount of AGI for itemized returns $53,518,000
Number of returns with State and local income taxes 30
State and local income taxes amount $66,000
Number of returns with State and local general sales tax 640
State and local general sales tax amount $1,166,000
Number of returns with real estate taxes 740
Real estate taxes amount $1,423,000
Number of returns with taxes paid 840
Taxes paid amount $2,730,000
Number of returns with mortgage interest paid 660
Mortgage interest paid amount $3,883,000
Number of returns with contributions 660
Contributions amount $3,465,000
Number of returns with taxable income 4,030
Taxable income amount $162,285,000
Number of returns with income tax before credits 4,030
Income tax before credits amount $22,476,000
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 $2,426,000
Number of returns with foreign tax credit 150
Foreign tax credit amount $12,000
Number of returns with child and dependent care credit 260
Child and dependent care credit amount $136,000
Number of returns with nonrefundable education credit 240
Nonrefundable education credit amount $274,000
Number of returns with retirement savings contribution credit 380
Retirement savings contribution credit amount $59,000
Number of returns with child tax credit 1,180
Child tax credit amount $1,873,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $19,000
Number of returns with self-employment tax 520
Self-employment tax amount $1,651,000
Number of returns with total tax payments 3,980
Total tax payments amount $27,658,000
Number of returns with earned income credit 30
Earned income credit amount [8] $11,000
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 170
Additional child tax credit amount $239,000
Number of returns with refundable education credit 160
Refundable education credit amount $135,000
Number of returns with income tax 3,860
Income tax amount [10] $20,051,000
Number of returns with tax liability 3,910
Total tax liability amount [11] $21,967,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 980
Tax due at time of filing amount [12] $2,671,000
Number of returns with overpayments refunded 3,010
Overpayments refunded amount [13] $8,149,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $160,000

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

Number of returns 2,460
Number of single returns 380
Number of joint returns 1,930
Number of head of household returns 110
Number of returns with paid preparer's signature 1,310
Number of exemptions 6,350
Number of dependents 1,960
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] 260
Number of elderly returns [4] 800
Adjust gross income (AGI) [5] $213,494,000
Number of returns with total income 2,460
Salaries and wages amount $215,650,000
Number of returns with salaries and wages 2,150
Salaries and wages amount $161,951
Number of returns with taxable interest 850
Taxable interest amount $842
Number of returns with ordinary dividends 470
Ordinary dividends amount $1,673,000
Number of returns with qualified dividends 430
Qualified dividends amount [6] $1,173
Number of returns with state and local income tax refunds 40
State and local income tax refunds amount $27
Number of returns with business or professional net income (less loss) 520
Business or professional net income (less loss) amount $7,404,000
Number of returns with net capital gain (less loss) 420
Net capital gain (less loss) amount $3,017,000
Number of returns with taxable individual retirement arrangements distributions 350
Taxable individual retirement arrangements distributions amount $6,583,000
Number of returns with taxable pensions and annuities 740
Taxable pensions and annuities amount $19,823,000
Number of farm returns 80
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $139,000
Number of returns with taxable Social Security benefits 620
Taxable Social Security benefits amount $12,729,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $899,000
Number of returns with total statutory adjustments 770
Total statutory adjustments amount $2,156,000
Number of returns with educator expenses 90
Educator expenses amount $27,000
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 $475,000
Number of returns with IRA payments 50
IRA payments amount $259,000
Number of returns with student loan interest deduction 320
Student loan interest deduction amount $340,000
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 720
Total itemized deductions amount $13,774,000
Amount of AGI for itemized returns $63,010,000
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 560
State and local general sales tax amount $1,266,000
Number of returns with real estate taxes 660
Real estate taxes amount $1,239,000
Number of returns with taxes paid 710
Taxes paid amount $2,724,000
Number of returns with mortgage interest paid 570
Mortgage interest paid amount $3,836,000
Number of returns with contributions 590
Contributions amount $3,776,000
Number of returns with taxable income 2,460
Taxable income amount $152,928,000
Number of returns with income tax before credits 2,450
Income tax before credits amount $22,045,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,060
Total tax credits amount $1,856,000
Number of returns with foreign tax credit 130
Foreign tax credit amount $10,000
Number of returns with child and dependent care credit 220
Child and dependent care credit amount $122,000
Number of returns with nonrefundable education credit 200
Nonrefundable education credit amount $244,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 810
Child tax credit amount $1,413,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $15,000
Number of returns with self-employment tax 370
Self-employment tax amount $1,404,000
Number of returns with total tax payments 2,430
Total tax payments amount $25,533,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 30
Additional child tax credit amount $44,000
Number of returns with refundable education credit 150
Refundable education credit amount $134,000
Number of returns with income tax 2,430
Income tax amount [10] $20,190,000
Number of returns with tax liability 2,440
Total tax liability amount [11] $21,812,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 660
Tax due at time of filing amount [12] $2,335,000
Number of returns with overpayments refunded 1,770
Overpayments refunded amount [13] $5,900,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $114,000

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

Number of returns 2,810
Number of single returns 240
Number of joint returns 2,490
Number of head of household returns 70
Number of returns with paid preparer's signature 1,610
Number of exemptions 7,580
Number of dependents 2,280
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] 180
Number of elderly returns [4] 940
Adjust gross income (AGI) [5] $371,686,000
Number of returns with total income 2,810
Salaries and wages amount $376,814,000
Number of returns with salaries and wages 2,480
Salaries and wages amount $271,600
Number of returns with taxable interest 1,280
Taxable interest amount $1,382
Number of returns with ordinary dividends 830
Ordinary dividends amount $4,934,000
Number of returns with qualified dividends 760
Qualified dividends amount [6] $3,831
Number of returns with state and local income tax refunds 80
State and local income tax refunds amount $88
Number of returns with business or professional net income (less loss) 690
Business or professional net income (less loss) amount $17,568,000
Number of returns with net capital gain (less loss) 790
Net capital gain (less loss) amount $12,494,000
Number of returns with taxable individual retirement arrangements distributions 500
Taxable individual retirement arrangements distributions amount $13,454,000
Number of returns with taxable pensions and annuities 860
Taxable pensions and annuities amount $29,845,000
Number of farm returns 170
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $231,000
Number of returns with taxable Social Security benefits 660
Taxable Social Security benefits amount $15,965,000
Number of returns with partnership/S-corp net income (less loss) 220
Partnership/S-corp net income (less loss) amount $7,780,000
Number of returns with total statutory adjustments 1,080
Total statutory adjustments amount $5,128,000
Number of returns with educator expenses 160
Educator expenses amount $45,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $533,000
Number of returns with self-employment health insurance deduction 150
Self-employment health insurance deduction amount $1,109,000
Number of returns with IRA payments 80
IRA payments amount $466,000
Number of returns with student loan interest deduction 320
Student loan interest deduction amount $368,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $108,000
Returns with domestic production activities deduction 40
Domestic production activities deduction amount $254,000
Number of returns with itemized deductions 1,330
Total itemized deductions amount $31,049,000
Amount of AGI for itemized returns $183,067,000
Number of returns with State and local income taxes 130
State and local income taxes amount $620,000
Number of returns with State and local general sales tax 1,040
State and local general sales tax amount $3,031,000
Number of returns with real estate taxes 1,260
Real estate taxes amount $3,108,000
Number of returns with taxes paid 1,320
Taxes paid amount $6,887,000
Number of returns with mortgage interest paid 1,110
Mortgage interest paid amount $9,297,000
Number of returns with contributions 1,180
Contributions amount $9,513,000
Number of returns with taxable income 2,800
Taxable income amount $291,491,000
Number of returns with income tax before credits 2,800
Income tax before credits amount $49,294,000
Number of returns with alternative minimum tax 20
Alternative minimum tax amount $44,000
Number of returns with total tax credits 1,110
Total tax credits amount $1,404,000
Number of returns with foreign tax credit 280
Foreign tax credit amount $35,000
Number of returns with child and dependent care credit 210
Child and dependent care credit amount $128,000
Number of returns with nonrefundable education credit 280
Nonrefundable education credit amount $358,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 560
Child tax credit amount $741,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $23,000
Number of returns with self-employment tax 550
Self-employment tax amount $3,212,000
Number of returns with total tax payments 2,760
Total tax payments amount $52,305,000
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 240
Refundable education credit amount $216,000
Number of returns with income tax 2,790
Income tax amount [10] $47,891,000
Number of returns with tax liability 2,800
Total tax liability amount [11] $51,507,000
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] $6,140,000
Number of returns with overpayments refunded 1,610
Overpayments refunded amount [13] $6,273,000
Number of returns with credit to next year’s estimated tax 130
Credited to next year’s estimated tax amount $570,000

Adjusted Gross Income: $200,000 or more

Number of returns 610
Number of single returns 50
Number of joint returns 550
Number of head of household returns 0
Number of returns with paid preparer's signature 470
Number of exemptions 1,750
Number of dependents 590
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] 230
Adjust gross income (AGI) [5] $240,501,000
Number of returns with total income 610
Salaries and wages amount $246,241,000
Number of returns with salaries and wages 490
Salaries and wages amount $122,931
Number of returns with taxable interest 430
Taxable interest amount $2,822
Number of returns with ordinary dividends 340
Ordinary dividends amount $7,011,000
Number of returns with qualified dividends 310
Qualified dividends amount [6] $5,852
Number of returns with state and local income tax refunds 30
State and local income tax refunds amount $44
Number of returns with business or professional net income (less loss) 230
Business or professional net income (less loss) amount $26,032,000
Number of returns with net capital gain (less loss) 340
Net capital gain (less loss) amount $32,896,000
Number of returns with taxable individual retirement arrangements distributions 140
Taxable individual retirement arrangements distributions amount $6,886,000
Number of returns with taxable pensions and annuities 170
Taxable pensions and annuities amount $9,684,000
Number of farm returns 90
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 150
Taxable Social Security benefits amount $4,169,000
Number of returns with partnership/S-corp net income (less loss) 210
Partnership/S-corp net income (less loss) amount $26,845,000
Number of returns with total statutory adjustments 300
Total statutory adjustments amount $5,740,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 60
Self-employment retirement plans amount $1,779,000
Number of returns with self-employment health insurance deduction 120
Self-employment health insurance deduction amount $1,274,000
Number of returns with IRA payments 20
IRA payments amount $207,000
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 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 450
Total itemized deductions amount $19,896,000
Amount of AGI for itemized returns $179,526,000
Number of returns with State and local income taxes 70
State and local income taxes amount $758,000
Number of returns with State and local general sales tax 360
State and local general sales tax amount $1,470,000
Number of returns with real estate taxes 430
Real estate taxes amount $1,787,000
Number of returns with taxes paid 450
Taxes paid amount $4,832,000
Number of returns with mortgage interest paid 340
Mortgage interest paid amount $3,976,000
Number of returns with contributions 420
Contributions amount $8,855,000
Number of returns with taxable income 610
Taxable income amount $213,655,000
Number of returns with income tax before credits 610
Income tax before credits amount $54,062,000
Number of returns with alternative minimum tax 130
Alternative minimum tax amount $655,000
Number of returns with total tax credits 200
Total tax credits amount $354,000
Number of returns with foreign tax credit 160
Foreign tax credit amount $145,000
Number of returns with child and dependent care credit 20
Child and dependent care credit amount $15,000
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 240
Self-employment tax amount $3,310,000
Number of returns with total tax payments 600
Total tax payments amount $54,401,000
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 610
Income tax amount [10] $53,502,000
Number of returns with tax liability 610
Total tax liability amount [11] $58,738,000
Number of returns with net investment income tax 300
Net investment income tax $971,000
Number of returns with tax due at time of filing 350
Tax due at time of filing amount [12] $9,886,000
Number of returns with overpayments refunded 200
Overpayments refunded amount [13] $3,386,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $2,075,000

[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.