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ZIP Code Database - Facts & Stats

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ZIP Code 38654 Income Tax Stats

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

ZIP Code 38654 Data

Zip Code:38654
City:Olive Branch
State:MS [Mississippi]
Counties: DESOTO, MS
City Alias(es):Olive Branch
Area Code:662
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


38654 Income Tax Overview

Total Number of Tax Returns for ZIP Code 38654 [1] 24,960
Total Number of Single Tax Returns for ZIP Code 38654 9,060
Total Number of Joint Tax Returns for ZIP Code 38654 9,780
Total Number of Dependents for ZIP Code 38654 18,520
Total Adjusted Gross Income for ZIP Code 38654 $1,614,756,000
Average Income per Person for ZIP Code 38654 $35,137
Average Income per Household for ZIP Code 38654 $64,694

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 7,750
Number of single returns 5,460
Number of joint returns 740
Number of head of household returns 1,410
Number of returns with paid preparer's signature 3,600
Number of exemptions 9,790
Number of dependents 3,440
Total number of volunteer prepared returns [5] 180
Number of volunteer income tax assistance (VITA) prepared returns [3] 130
Number of tax counseling for the elderly (TCE) prepared returns [3] 60
Number of volunteer prepared returns with Earned Income Credit 40
Number of refund anticipation check returns [3] 1,640
Number of elderly returns [4] 1,300
Adjust gross income (AGI) [5] $93,898,000
Number of returns with total income 7,750
Salaries and wages amount $95,546,000
Number of returns with salaries and wages 6,230
Salaries and wages amount $77,498
Number of returns with taxable interest 800
Taxable interest amount $496
Number of returns with ordinary dividends 420
Ordinary dividends amount $651,000
Number of returns with qualified dividends 370
Qualified dividends amount [6] $371
Number of returns with state and local income tax refunds 130
State and local income tax refunds amount $71
Number of returns with business or professional net income (less loss) 1,540
Business or professional net income (less loss) amount $3,962,000
Number of returns with net capital gain (less loss) 350
Net capital gain (less loss) amount $391,000
Number of returns with taxable individual retirement arrangements distributions 410
Taxable individual retirement arrangements distributions amount $2,762,000
Number of returns with taxable pensions and annuities 960
Taxable pensions and annuities amount $8,922,000
Number of farm returns 0
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $296,000
Number of returns with taxable Social Security benefits 410
Taxable Social Security benefits amount $813,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount ($44,000)
Number of returns with total statutory adjustments 1,300
Total statutory adjustments amount $1,648,000
Number of returns with educator expenses 40
Educator expenses amount $10,000
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 $366,000
Number of returns with IRA payments 20
IRA payments amount $77,000
Number of returns with student loan interest deduction 190
Student loan interest deduction amount $162,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $129,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 610
Total itemized deductions amount $9,237,000
Amount of AGI for itemized returns $9,649,000
Number of returns with State and local income taxes 160
State and local income taxes amount $250,000
Number of returns with State and local general sales tax 360
State and local general sales tax amount $397,000
Number of returns with real estate taxes 400
Real estate taxes amount $667,000
Number of returns with taxes paid 590
Taxes paid amount $1,547,000
Number of returns with mortgage interest paid 350
Mortgage interest paid amount $2,040,000
Number of returns with contributions 470
Contributions amount $1,622,000
Number of returns with taxable income 3,330
Taxable income amount $18,028,000
Number of returns with income tax before credits 3,350
Income tax before credits amount $1,930,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 920
Total tax credits amount $303,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $28,000
Number of returns with nonrefundable education credit 270
Nonrefundable education credit amount $143,000
Number of returns with retirement savings contribution credit 330
Retirement savings contribution credit amount $53,000
Number of returns with child tax credit 250
Child tax credit amount $73,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 1,030
Self-employment tax amount $1,514,000
Number of returns with total tax payments 7,140
Total tax payments amount $16,837,000
Number of returns with earned income credit 2,570
Earned income credit amount [8] $7,676,000
Number of returns with excess earned income credit 2,330
Excess earned income credit (refundable) amount [9] $6,617,000
Number of returns with additional child tax credit 1,610
Additional child tax credit amount $2,079,000
Number of returns with refundable education credit 520
Refundable education credit amount $489,000
Number of returns with income tax 2,730
Income tax amount [10] $1,627,000
Number of returns with tax liability 3,720
Total tax liability amount [11] $3,270,000
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] $523,000
Number of returns with overpayments refunded 6,700
Overpayments refunded amount [13] $13,989,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $71,000

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

Number of returns 5,580
Number of single returns 2,460
Number of joint returns 1,190
Number of head of household returns 1,690
Number of returns with paid preparer's signature 2,790
Number of exemptions 10,920
Number of dependents 4,170
Total number of volunteer prepared returns [5] 120
Number of volunteer income tax assistance (VITA) prepared returns [3] 90
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] 1,480
Number of elderly returns [4] 1,170
Adjust gross income (AGI) [5] $204,287,000
Number of returns with total income 5,580
Salaries and wages amount $206,535,000
Number of returns with salaries and wages 4,800
Salaries and wages amount $173,048
Number of returns with taxable interest 830
Taxable interest amount $674
Number of returns with ordinary dividends 410
Ordinary dividends amount $753,000
Number of returns with qualified dividends 370
Qualified dividends amount [6] $468
Number of returns with state and local income tax refunds 560
State and local income tax refunds amount $405
Number of returns with business or professional net income (less loss) 1,050
Business or professional net income (less loss) amount ($485,000)
Number of returns with net capital gain (less loss) 360
Net capital gain (less loss) amount $632,000
Number of returns with taxable individual retirement arrangements distributions 410
Taxable individual retirement arrangements distributions amount $3,921,000
Number of returns with taxable pensions and annuities 1,130
Taxable pensions and annuities amount $19,122,000
Number of farm returns 40
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $259,000
Number of returns with taxable Social Security benefits 940
Taxable Social Security benefits amount $6,625,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $887,000
Number of returns with total statutory adjustments 1,130
Total statutory adjustments amount $2,248,000
Number of returns with educator expenses 150
Educator expenses amount $35,000
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 $449,000
Number of returns with IRA payments 70
IRA payments amount $226,000
Number of returns with student loan interest deduction 480
Student loan interest deduction amount $486,000
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 1,670
Total itemized deductions amount $28,170,000
Amount of AGI for itemized returns $64,695,000
Number of returns with State and local income taxes 910
State and local income taxes amount $1,477,000
Number of returns with State and local general sales tax 670
State and local general sales tax amount $1,317,000
Number of returns with real estate taxes 1,120
Real estate taxes amount $2,069,000
Number of returns with taxes paid 1,650
Taxes paid amount $5,429,000
Number of returns with mortgage interest paid 1,090
Mortgage interest paid amount $6,349,000
Number of returns with contributions 1,420
Contributions amount $6,253,000
Number of returns with taxable income 5,320
Taxable income amount $99,034,000
Number of returns with income tax before credits 5,310
Income tax before credits amount $12,145,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 2,520
Total tax credits amount $2,330,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $6,000
Number of returns with child and dependent care credit 430
Child and dependent care credit amount $278,000
Number of returns with nonrefundable education credit 510
Nonrefundable education credit amount $552,000
Number of returns with retirement savings contribution credit 930
Retirement savings contribution credit amount $165,000
Number of returns with child tax credit 1,380
Child tax credit amount $1,275,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $35,000
Number of returns with self-employment tax 450
Self-employment tax amount $1,308,000
Number of returns with total tax payments 5,430
Total tax payments amount $23,477,000
Number of returns with earned income credit 1,620
Earned income credit amount [8] $3,270,000
Number of returns with excess earned income credit 1,340
Excess earned income credit (refundable) amount [9] $2,699,000
Number of returns with additional child tax credit 1,150
Additional child tax credit amount $1,617,000
Number of returns with refundable education credit 430
Refundable education credit amount $424,000
Number of returns with income tax 4,170
Income tax amount [10] $9,815,000
Number of returns with tax liability 4,470
Total tax liability amount [11] $11,395,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 850
Tax due at time of filing amount [12] $1,548,000
Number of returns with overpayments refunded 4,670
Overpayments refunded amount [13] $13,484,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $89,000

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

Number of returns 3,930
Number of single returns 1,250
Number of joint returns 1,680
Number of head of household returns 820
Number of returns with paid preparer's signature 2,030
Number of exemptions 8,660
Number of dependents 3,060
Total number of volunteer prepared returns [5] 100
Number of volunteer income tax assistance (VITA) prepared returns [3] 60
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] 750
Number of elderly returns [4] 1,020
Adjust gross income (AGI) [5] $242,647,000
Number of returns with total income 3,930
Salaries and wages amount $245,447,000
Number of returns with salaries and wages 3,410
Salaries and wages amount $194,274
Number of returns with taxable interest 970
Taxable interest amount $815
Number of returns with ordinary dividends 490
Ordinary dividends amount $1,240,000
Number of returns with qualified dividends 440
Qualified dividends amount [6] $840
Number of returns with state and local income tax refunds 870
State and local income tax refunds amount $724
Number of returns with business or professional net income (less loss) 700
Business or professional net income (less loss) amount $4,199,000
Number of returns with net capital gain (less loss) 410
Net capital gain (less loss) amount $1,274,000
Number of returns with taxable individual retirement arrangements distributions 420
Taxable individual retirement arrangements distributions amount $5,408,000
Number of returns with taxable pensions and annuities 1,000
Taxable pensions and annuities amount $23,252,000
Number of farm returns 20
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $105,000
Number of returns with taxable Social Security benefits 810
Taxable Social Security benefits amount $12,640,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $806,000
Number of returns with total statutory adjustments 1,100
Total statutory adjustments amount $2,800,000
Number of returns with educator expenses 140
Educator expenses amount $38,000
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 $441,000
Number of returns with IRA payments 80
IRA payments amount $383,000
Number of returns with student loan interest deduction 510
Student loan interest deduction amount $544,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $61,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 2,000
Total itemized deductions amount $38,284,000
Amount of AGI for itemized returns $123,968,000
Number of returns with State and local income taxes 1,330
State and local income taxes amount $3,386,000
Number of returns with State and local general sales tax 590
State and local general sales tax amount $1,348,000
Number of returns with real estate taxes 1,590
Real estate taxes amount $3,076,000
Number of returns with taxes paid 1,980
Taxes paid amount $8,693,000
Number of returns with mortgage interest paid 1,590
Mortgage interest paid amount $9,714,000
Number of returns with contributions 1,730
Contributions amount $9,062,000
Number of returns with taxable income 3,900
Taxable income amount $148,975,000
Number of returns with income tax before credits 3,900
Income tax before credits amount $20,551,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,700
Total tax credits amount $2,619,000
Number of returns with foreign tax credit 110
Foreign tax credit amount $7,000
Number of returns with child and dependent care credit 340
Child and dependent care credit amount $206,000
Number of returns with nonrefundable education credit 420
Nonrefundable education credit amount $527,000
Number of returns with retirement savings contribution credit 260
Retirement savings contribution credit amount $43,000
Number of returns with child tax credit 1,190
Child tax credit amount $1,761,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $48,000
Number of returns with self-employment tax 380
Self-employment tax amount $1,290,000
Number of returns with total tax payments 3,870
Total tax payments amount $26,120,000
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 220
Additional child tax credit amount $299,000
Number of returns with refundable education credit 320
Refundable education credit amount $297,000
Number of returns with income tax 3,680
Income tax amount [10] $17,932,000
Number of returns with tax liability 3,740
Total tax liability amount [11] $19,506,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 930
Tax due at time of filing amount [12] $2,268,000
Number of returns with overpayments refunded 2,970
Overpayments refunded amount [13] $8,710,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $101,000

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

Number of returns 2,750
Number of single returns 500
Number of joint returns 1,860
Number of head of household returns 330
Number of returns with paid preparer's signature 1,470
Number of exemptions 7,100
Number of dependents 2,490
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] 450
Number of elderly returns [4] 750
Adjust gross income (AGI) [5] $238,442,000
Number of returns with total income 2,750
Salaries and wages amount $240,909,000
Number of returns with salaries and wages 2,450
Salaries and wages amount $191,848
Number of returns with taxable interest 870
Taxable interest amount $541
Number of returns with ordinary dividends 440
Ordinary dividends amount $1,288,000
Number of returns with qualified dividends 400
Qualified dividends amount [6] $931
Number of returns with state and local income tax refunds 880
State and local income tax refunds amount $838
Number of returns with business or professional net income (less loss) 560
Business or professional net income (less loss) amount $6,241,000
Number of returns with net capital gain (less loss) 380
Net capital gain (less loss) amount $1,423,000
Number of returns with taxable individual retirement arrangements distributions 320
Taxable individual retirement arrangements distributions amount $5,037,000
Number of returns with taxable pensions and annuities 730
Taxable pensions and annuities amount $20,115,000
Number of farm returns 30
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $161,000
Number of returns with taxable Social Security benefits 570
Taxable Social Security benefits amount $11,758,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $1,117,000
Number of returns with total statutory adjustments 860
Total statutory adjustments amount $2,467,000
Number of returns with educator expenses 130
Educator expenses amount $35,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $411,000
Number of returns with IRA payments 60
IRA payments amount $333,000
Number of returns with student loan interest deduction 370
Student loan interest deduction amount $435,000
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 1,640
Total itemized deductions amount $34,665,000
Amount of AGI for itemized returns $142,673,000
Number of returns with State and local income taxes 1,260
State and local income taxes amount $4,439,000
Number of returns with State and local general sales tax 340
State and local general sales tax amount $933,000
Number of returns with real estate taxes 1,430
Real estate taxes amount $2,847,000
Number of returns with taxes paid 1,640
Taxes paid amount $8,944,000
Number of returns with mortgage interest paid 1,400
Mortgage interest paid amount $9,596,000
Number of returns with contributions 1,450
Contributions amount $8,685,000
Number of returns with taxable income 2,750
Taxable income amount $161,542,000
Number of returns with income tax before credits 2,750
Income tax before credits amount $23,750,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,290
Total tax credits amount $2,280,000
Number of returns with foreign tax credit 100
Foreign tax credit amount $11,000
Number of returns with child and dependent care credit 320
Child and dependent care credit amount $198,000
Number of returns with nonrefundable education credit 310
Nonrefundable education credit amount $390,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 990
Child tax credit amount $1,611,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $32,000
Number of returns with self-employment tax 340
Self-employment tax amount $1,322,000
Number of returns with total tax payments 2,720
Total tax payments amount $27,695,000
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 40
Additional child tax credit amount $48,000
Number of returns with refundable education credit 230
Refundable education credit amount $208,000
Number of returns with income tax 2,710
Income tax amount [10] $21,470,000
Number of returns with tax liability 2,720
Total tax liability amount [11] $23,050,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 690
Tax due at time of filing amount [12] $2,328,000
Number of returns with overpayments refunded 2,020
Overpayments refunded amount [13] $6,773,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $129,000

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

Number of returns 4,110
Number of single returns 330
Number of joint returns 3,550
Number of head of household returns 180
Number of returns with paid preparer's signature 2,130
Number of exemptions 12,030
Number of dependents 4,380
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] 400
Number of elderly returns [4] 1,060
Adjust gross income (AGI) [5] $550,128,000
Number of returns with total income 4,110
Salaries and wages amount $554,813,000
Number of returns with salaries and wages 3,810
Salaries and wages amount $451,875
Number of returns with taxable interest 1,640
Taxable interest amount $1,501
Number of returns with ordinary dividends 1,010
Ordinary dividends amount $3,111,000
Number of returns with qualified dividends 930
Qualified dividends amount [6] $2,481
Number of returns with state and local income tax refunds 1,960
State and local income tax refunds amount $2,066
Number of returns with business or professional net income (less loss) 840
Business or professional net income (less loss) amount $12,302,000
Number of returns with net capital gain (less loss) 890
Net capital gain (less loss) amount $7,068,000
Number of returns with taxable individual retirement arrangements distributions 510
Taxable individual retirement arrangements distributions amount $11,858,000
Number of returns with taxable pensions and annuities 1,120
Taxable pensions and annuities amount $38,753,000
Number of farm returns 40
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $228,000
Number of returns with taxable Social Security benefits 730
Taxable Social Security benefits amount $17,366,000
Number of returns with partnership/S-corp net income (less loss) 260
Partnership/S-corp net income (less loss) amount $5,334,000
Number of returns with total statutory adjustments 1,460
Total statutory adjustments amount $4,685,000
Number of returns with educator expenses 230
Educator expenses amount $59,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $615,000
Number of returns with self-employment health insurance deduction 90
Self-employment health insurance deduction amount $681,000
Number of returns with IRA payments 110
IRA payments amount $588,000
Number of returns with student loan interest deduction 560
Student loan interest deduction amount $641,000
Number of returns with tuition and fees deduction 80
Tuition and fees deduction amount $144,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 3,200
Total itemized deductions amount $77,936,000
Amount of AGI for itemized returns $437,238,000
Number of returns with State and local income taxes 2,800
State and local income taxes amount $15,865,000
Number of returns with State and local general sales tax 340
State and local general sales tax amount $1,183,000
Number of returns with real estate taxes 2,990
Real estate taxes amount $7,189,000
Number of returns with taxes paid 3,190
Taxes paid amount $26,046,000
Number of returns with mortgage interest paid 2,910
Mortgage interest paid amount $22,255,000
Number of returns with contributions 2,890
Contributions amount $19,517,000
Number of returns with taxable income 4,100
Taxable income amount $412,181,000
Number of returns with income tax before credits 4,100
Income tax before credits amount $70,128,000
Number of returns with alternative minimum tax 80
Alternative minimum tax amount $143,000
Number of returns with total tax credits 1,860
Total tax credits amount $2,681,000
Number of returns with foreign tax credit 250
Foreign tax credit amount $61,000
Number of returns with child and dependent care credit 530
Child and dependent care credit amount $336,000
Number of returns with nonrefundable education credit 510
Nonrefundable education credit amount $698,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 1,040
Child tax credit amount $1,389,000
Number of returns with residential energy tax credit 110
Residential energy tax credit amount $69,000
Number of returns with self-employment tax 560
Self-employment tax amount $2,478,000
Number of returns with total tax payments 4,080
Total tax payments amount $74,415,000
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 450
Refundable education credit amount $419,000
Number of returns with income tax 4,090
Income tax amount [10] $67,447,000
Number of returns with tax liability 4,100
Total tax liability amount [11] $70,598,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,500
Tax due at time of filing amount [12] $6,808,000
Number of returns with overpayments refunded 2,540
Overpayments refunded amount [13] $10,263,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $300,000

Adjusted Gross Income: $200,000 or more

Number of returns 840
Number of single returns 40
Number of joint returns 760
Number of head of household returns 20
Number of returns with paid preparer's signature 570
Number of exemptions 2,580
Number of dependents 980
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] 30
Number of elderly returns [4] 170
Adjust gross income (AGI) [5] $285,354,000
Number of returns with total income 840
Salaries and wages amount $290,312,000
Number of returns with salaries and wages 750
Salaries and wages amount $179,995
Number of returns with taxable interest 560
Taxable interest amount $1,642
Number of returns with ordinary dividends 420
Ordinary dividends amount $3,507,000
Number of returns with qualified dividends 400
Qualified dividends amount [6] $2,815
Number of returns with state and local income tax refunds 430
State and local income tax refunds amount $935
Number of returns with business or professional net income (less loss) 220
Business or professional net income (less loss) amount $19,536,000
Number of returns with net capital gain (less loss) 400
Net capital gain (less loss) amount $20,955,000
Number of returns with taxable individual retirement arrangements distributions 100
Taxable individual retirement arrangements distributions amount $3,209,000
Number of returns with taxable pensions and annuities 200
Taxable pensions and annuities amount $12,131,000
Number of farm returns 30
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 100
Taxable Social Security benefits amount $2,471,000
Number of returns with partnership/S-corp net income (less loss) 250
Partnership/S-corp net income (less loss) amount $31,456,000
Number of returns with total statutory adjustments 300
Total statutory adjustments amount $4,958,000
Number of returns with educator expenses 30
Educator expenses amount $7,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $1,510,000
Number of returns with self-employment health insurance deduction 90
Self-employment health insurance deduction amount $987,000
Number of returns with IRA payments 20
IRA payments amount $279,000
Number of returns with student loan interest deduction 0
Student loan interest deduction amount $0
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 40
Domestic production activities deduction amount $759,000
Number of returns with itemized deductions 800
Total itemized deductions amount $38,124,000
Amount of AGI for itemized returns $270,748,000
Number of returns with State and local income taxes 760
State and local income taxes amount $11,892,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $206,000
Number of returns with real estate taxes 760
Real estate taxes amount $2,715,000
Number of returns with taxes paid 800
Taxes paid amount $15,355,000
Number of returns with mortgage interest paid 650
Mortgage interest paid amount $6,150,000
Number of returns with contributions 750
Contributions amount $12,365,000
Number of returns with taxable income 830
Taxable income amount $238,792,000
Number of returns with income tax before credits 830
Income tax before credits amount $59,388,000
Number of returns with alternative minimum tax 350
Alternative minimum tax amount $1,246,000
Number of returns with total tax credits 280
Total tax credits amount $623,000
Number of returns with foreign tax credit 150
Foreign tax credit amount $26,000
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $70,000
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 220
Self-employment tax amount $2,502,000
Number of returns with total tax payments 820
Total tax payments amount $59,842,000
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 830
Income tax amount [10] $58,764,000
Number of returns with tax liability 830
Total tax liability amount [11] $62,671,000
Number of returns with net investment income tax 370
Net investment income tax $563,000
Number of returns with tax due at time of filing 440
Tax due at time of filing amount [12] $7,963,000
Number of returns with overpayments refunded 320
Overpayments refunded amount [13] $2,661,000
Number of returns with credit to next year’s estimated tax 90
Credited to next year’s estimated tax amount $2,384,000

[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.