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ZIP Code Database - Facts & Stats

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ZIP Code 40475 Income Tax Stats

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

ZIP Code 40475 Data

Zip Code:40475
City:Richmond
State:KY [Kentucky]
Counties: MADISON, KY
City Alias(es):Richmond
Area Code:859
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





40475 Income Tax Overview

Total Number of Tax Returns for ZIP Code 40475 [1] 23,740
Total Number of Single Tax Returns for ZIP Code 40475 8,960
Total Number of Joint Tax Returns for ZIP Code 40475 9,520
Total Number of Dependents for ZIP Code 40475 13,800
Total Adjusted Gross Income for ZIP Code 40475 $1,333,318,000
Average Income per Person for ZIP Code 40475 $23,893
Average Income per Household for ZIP Code 40475 $56,163

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 9,040
Number of single returns 6,290
Number of joint returns 1,100
Number of head of household returns 1,450
Number of returns with paid preparer's signature 3,810
Number of exemptions 12,000
Number of dependents 3,430
Total number of volunteer prepared returns [5] 370
Number of volunteer income tax assistance (VITA) prepared returns [3] 110
Number of tax counseling for the elderly (TCE) prepared returns [3] 270
Number of volunteer prepared returns with Earned Income Credit 60
Number of refund anticipation check returns [3] 1,830
Number of elderly returns [4] 1,340
Adjust gross income (AGI) [5] $112,875,000
Number of returns with total income 9,040
Salaries and wages amount $114,463,000
Number of returns with salaries and wages 7,580
Salaries and wages amount $92,856
Number of returns with taxable interest 840
Taxable interest amount $370
Number of returns with ordinary dividends 470
Ordinary dividends amount $695,000
Number of returns with qualified dividends 430
Qualified dividends amount [6] $421
Number of returns with state and local income tax refunds 110
State and local income tax refunds amount $68
Number of returns with business or professional net income (less loss) 1,150
Business or professional net income (less loss) amount $7,397,000
Number of returns with net capital gain (less loss) 410
Net capital gain (less loss) amount $434,000
Number of returns with taxable individual retirement arrangements distributions 330
Taxable individual retirement arrangements distributions amount $2,087,000
Number of returns with taxable pensions and annuities 1,020
Taxable pensions and annuities amount $10,186,000
Number of farm returns 120
Number of returns with unemployment compensation 240
Unemployment compensation amount [7] $731,000
Number of returns with taxable Social Security benefits 330
Taxable Social Security benefits amount $607,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount ($241,000)
Number of returns with total statutory adjustments 1,450
Total statutory adjustments amount $1,588,000
Number of returns with educator expenses 20
Educator expenses amount $5,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 90
Self-employment health insurance deduction amount $284,000
Number of returns with IRA payments 30
IRA payments amount $68,000
Number of returns with student loan interest deduction 340
Student loan interest deduction amount $256,000
Number of returns with tuition and fees deduction 80
Tuition and fees deduction amount $244,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 370
Total itemized deductions amount $5,719,000
Amount of AGI for itemized returns $5,551,000
Number of returns with State and local income taxes 180
State and local income taxes amount $316,000
Number of returns with State and local general sales tax 160
State and local general sales tax amount $92,000
Number of returns with real estate taxes 250
Real estate taxes amount $466,000
Number of returns with taxes paid 360
Taxes paid amount $962,000
Number of returns with mortgage interest paid 190
Mortgage interest paid amount $997,000
Number of returns with contributions 250
Contributions amount $633,000
Number of returns with taxable income 4,160
Taxable income amount $24,491,000
Number of returns with income tax before credits 4,150
Income tax before credits amount $2,593,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,020
Total tax credits amount $327,000
Number of returns with foreign tax credit 20
Foreign tax credit amount $0
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $14,000
Number of returns with nonrefundable education credit 330
Nonrefundable education credit amount $169,000
Number of returns with retirement savings contribution credit 400
Retirement savings contribution credit amount $59,000
Number of returns with child tax credit 250
Child tax credit amount $82,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 1,010
Self-employment tax amount $1,238,000
Number of returns with total tax payments 8,500
Total tax payments amount $17,972,000
Number of returns with earned income credit 3,070
Earned income credit amount [8] $7,274,000
Number of returns with excess earned income credit 2,710
Excess earned income credit (refundable) amount [9] $6,480,000
Number of returns with additional child tax credit 1,660
Additional child tax credit amount $1,913,000
Number of returns with refundable education credit 500
Refundable education credit amount $397,000
Number of returns with income tax 3,540
Income tax amount [10] $2,266,000
Number of returns with tax liability 4,440
Total tax liability amount [11] $3,664,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 670
Tax due at time of filing amount [12] $520,000
Number of returns with overpayments refunded 8,020
Overpayments refunded amount [13] $14,776,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $32,000

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

Number of returns 5,420
Number of single returns 2,760
Number of joint returns 1,530
Number of head of household returns 870
Number of returns with paid preparer's signature 2,750
Number of exemptions 9,720
Number of dependents 2,800
Total number of volunteer prepared returns [5] 170
Number of volunteer income tax assistance (VITA) prepared returns [3] 60
Number of tax counseling for the elderly (TCE) prepared returns [3] 110
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 1,060
Number of elderly returns [4] 1,140
Adjust gross income (AGI) [5] $196,857,000
Number of returns with total income 5,420
Salaries and wages amount $198,954,000
Number of returns with salaries and wages 4,680
Salaries and wages amount $161,114
Number of returns with taxable interest 900
Taxable interest amount $802
Number of returns with ordinary dividends 490
Ordinary dividends amount $1,018,000
Number of returns with qualified dividends 450
Qualified dividends amount [6] $682
Number of returns with state and local income tax refunds 450
State and local income tax refunds amount $259
Number of returns with business or professional net income (less loss) 620
Business or professional net income (less loss) amount $4,711,000
Number of returns with net capital gain (less loss) 460
Net capital gain (less loss) amount $1,319,000
Number of returns with taxable individual retirement arrangements distributions 380
Taxable individual retirement arrangements distributions amount $4,037,000
Number of returns with taxable pensions and annuities 1,090
Taxable pensions and annuities amount $20,205,000
Number of farm returns 110
Number of returns with unemployment compensation 190
Unemployment compensation amount [7] $709,000
Number of returns with taxable Social Security benefits 920
Taxable Social Security benefits amount $5,790,000
Number of returns with partnership/S-corp net income (less loss) 150
Partnership/S-corp net income (less loss) amount ($54,000)
Number of returns with total statutory adjustments 1,280
Total statutory adjustments amount $2,097,000
Number of returns with educator expenses 130
Educator expenses amount $31,000
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 $392,000
Number of returns with IRA payments 60
IRA payments amount $217,000
Number of returns with student loan interest deduction 700
Student loan interest deduction amount $675,000
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 930
Total itemized deductions amount $13,364,000
Amount of AGI for itemized returns $36,335,000
Number of returns with State and local income taxes 730
State and local income taxes amount $2,103,000
Number of returns with State and local general sales tax 180
State and local general sales tax amount $162,000
Number of returns with real estate taxes 710
Real estate taxes amount $1,204,000
Number of returns with taxes paid 930
Taxes paid amount $3,735,000
Number of returns with mortgage interest paid 620
Mortgage interest paid amount $3,106,000
Number of returns with contributions 610
Contributions amount $1,814,000
Number of returns with taxable income 5,260
Taxable income amount $105,119,000
Number of returns with income tax before credits 5,230
Income tax before credits amount $13,168,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 2,070
Total tax credits amount $1,681,000
Number of returns with foreign tax credit 120
Foreign tax credit amount $8,000
Number of returns with child and dependent care credit 190
Child and dependent care credit amount $104,000
Number of returns with nonrefundable education credit 370
Nonrefundable education credit amount $360,000
Number of returns with retirement savings contribution credit 830
Retirement savings contribution credit amount $149,000
Number of returns with child tax credit 1,120
Child tax credit amount $1,034,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $13,000
Number of returns with self-employment tax 430
Self-employment tax amount $899,000
Number of returns with total tax payments 5,290
Total tax payments amount $23,080,000
Number of returns with earned income credit 1,110
Earned income credit amount [8] $2,348,000
Number of returns with excess earned income credit 880
Excess earned income credit (refundable) amount [9] $1,929,000
Number of returns with additional child tax credit 760
Additional child tax credit amount $1,034,000
Number of returns with refundable education credit 200
Refundable education credit amount $164,000
Number of returns with income tax 4,500
Income tax amount [10] $11,487,000
Number of returns with tax liability 4,710
Total tax liability amount [11] $12,374,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 740
Tax due at time of filing amount [12] $1,058,000
Number of returns with overpayments refunded 4,610
Overpayments refunded amount [13] $11,369,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $92,000

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

Number of returns 3,210
Number of single returns 1,060
Number of joint returns 1,710
Number of head of household returns 320
Number of returns with paid preparer's signature 1,850
Number of exemptions 7,140
Number of dependents 2,220
Total number of volunteer prepared returns [5] 70
Number of volunteer income tax assistance (VITA) prepared returns [3] 30
Number of tax counseling for the elderly (TCE) prepared returns [3] 40
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 430
Number of elderly returns [4] 800
Adjust gross income (AGI) [5] $197,294,000
Number of returns with total income 3,210
Salaries and wages amount $199,392,000
Number of returns with salaries and wages 2,790
Salaries and wages amount $153,947
Number of returns with taxable interest 850
Taxable interest amount $673
Number of returns with ordinary dividends 490
Ordinary dividends amount $1,332,000
Number of returns with qualified dividends 470
Qualified dividends amount [6] $918
Number of returns with state and local income tax refunds 770
State and local income tax refunds amount $507
Number of returns with business or professional net income (less loss) 510
Business or professional net income (less loss) amount $4,513,000
Number of returns with net capital gain (less loss) 460
Net capital gain (less loss) amount $1,534,000
Number of returns with taxable individual retirement arrangements distributions 330
Taxable individual retirement arrangements distributions amount $4,403,000
Number of returns with taxable pensions and annuities 820
Taxable pensions and annuities amount $21,554,000
Number of farm returns 120
Number of returns with unemployment compensation 110
Unemployment compensation amount [7] $449,000
Number of returns with taxable Social Security benefits 630
Taxable Social Security benefits amount $9,020,000
Number of returns with partnership/S-corp net income (less loss) 170
Partnership/S-corp net income (less loss) amount $2,089,000
Number of returns with total statutory adjustments 1,040
Total statutory adjustments amount $2,098,000
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 70
Self-employment health insurance deduction amount $404,000
Number of returns with IRA payments 50
IRA payments amount $233,000
Number of returns with student loan interest deduction 560
Student loan interest deduction amount $626,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $65,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,260
Total itemized deductions amount $19,862,000
Amount of AGI for itemized returns $78,490,000
Number of returns with State and local income taxes 1,110
State and local income taxes amount $4,621,000
Number of returns with State and local general sales tax 130
State and local general sales tax amount $134,000
Number of returns with real estate taxes 1,070
Real estate taxes amount $1,935,000
Number of returns with taxes paid 1,250
Taxes paid amount $7,063,000
Number of returns with mortgage interest paid 940
Mortgage interest paid amount $5,100,000
Number of returns with contributions 920
Contributions amount $3,048,000
Number of returns with taxable income 3,190
Taxable income amount $127,324,000
Number of returns with income tax before credits 3,190
Income tax before credits amount $17,527,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,410
Total tax credits amount $2,004,000
Number of returns with foreign tax credit 150
Foreign tax credit amount $8,000
Number of returns with child and dependent care credit 180
Child and dependent care credit amount $108,000
Number of returns with nonrefundable education credit 250
Nonrefundable education credit amount $291,000
Number of returns with retirement savings contribution credit 310
Retirement savings contribution credit amount $48,000
Number of returns with child tax credit 980
Child tax credit amount $1,478,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $21,000
Number of returns with self-employment tax 400
Self-employment tax amount $964,000
Number of returns with total tax payments 3,160
Total tax payments amount $21,869,000
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 130
Additional child tax credit amount $171,000
Number of returns with refundable education credit 140
Refundable education credit amount $128,000
Number of returns with income tax 3,050
Income tax amount [10] $15,523,000
Number of returns with tax liability 3,100
Total tax liability amount [11] $16,718,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 750
Tax due at time of filing amount [12] $1,569,000
Number of returns with overpayments refunded 2,410
Overpayments refunded amount [13] $6,586,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $96,000

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

Number of returns 2,270
Number of single returns 340
Number of joint returns 1,790
Number of head of household returns 100
Number of returns with paid preparer's signature 1,340
Number of exemptions 5,830
Number of dependents 1,770
Total number of volunteer prepared returns [5] 60
Number of volunteer income tax assistance (VITA) prepared returns [3] 20
Number of tax counseling for the elderly (TCE) prepared returns [3] 40
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 190
Number of elderly returns [4] 660
Adjust gross income (AGI) [5] $197,622,000
Number of returns with total income 2,270
Salaries and wages amount $199,254,000
Number of returns with salaries and wages 1,960
Salaries and wages amount $147,775
Number of returns with taxable interest 850
Taxable interest amount $535
Number of returns with ordinary dividends 490
Ordinary dividends amount $1,827,000
Number of returns with qualified dividends 470
Qualified dividends amount [6] $1,319
Number of returns with state and local income tax refunds 920
State and local income tax refunds amount $659
Number of returns with business or professional net income (less loss) 400
Business or professional net income (less loss) amount $2,877,000
Number of returns with net capital gain (less loss) 480
Net capital gain (less loss) amount $2,832,000
Number of returns with taxable individual retirement arrangements distributions 330
Taxable individual retirement arrangements distributions amount $4,978,000
Number of returns with taxable pensions and annuities 730
Taxable pensions and annuities amount $26,044,000
Number of farm returns 100
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $185,000
Number of returns with taxable Social Security benefits 530
Taxable Social Security benefits amount $10,126,000
Number of returns with partnership/S-corp net income (less loss) 160
Partnership/S-corp net income (less loss) amount $2,179,000
Number of returns with total statutory adjustments 810
Total statutory adjustments amount $1,632,000
Number of returns with educator expenses 140
Educator expenses amount $40,000
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 $321,000
Number of returns with IRA payments 40
IRA payments amount $188,000
Number of returns with student loan interest deduction 400
Student loan interest deduction amount $471,000
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 1,350
Total itemized deductions amount $24,401,000
Amount of AGI for itemized returns $118,219,000
Number of returns with State and local income taxes 1,220
State and local income taxes amount $7,155,000
Number of returns with State and local general sales tax 110
State and local general sales tax amount $130,000
Number of returns with real estate taxes 1,240
Real estate taxes amount $2,477,000
Number of returns with taxes paid 1,350
Taxes paid amount $10,306,000
Number of returns with mortgage interest paid 1,140
Mortgage interest paid amount $6,772,000
Number of returns with contributions 1,050
Contributions amount $3,914,000
Number of returns with taxable income 2,270
Taxable income amount $138,015,000
Number of returns with income tax before credits 2,270
Income tax before credits amount $19,621,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,040
Total tax credits amount $1,720,000
Number of returns with foreign tax credit 150
Foreign tax credit amount $9,000
Number of returns with child and dependent care credit 220
Child and dependent care credit amount $132,000
Number of returns with nonrefundable education credit 190
Nonrefundable education credit amount $208,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 790
Child tax credit amount $1,293,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $12,000
Number of returns with self-employment tax 300
Self-employment tax amount $609,000
Number of returns with total tax payments 2,260
Total tax payments amount $22,435,000
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 $60,000
Number of returns with refundable education credit 100
Refundable education credit amount $86,000
Number of returns with income tax 2,250
Income tax amount [10] $17,901,000
Number of returns with tax liability 2,260
Total tax liability amount [11] $18,762,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 610
Tax due at time of filing amount [12] $1,482,000
Number of returns with overpayments refunded 1,620
Overpayments refunded amount [13] $4,991,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $141,000

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

Number of returns 3,150
Number of single returns 280
Number of joint returns 2,790
Number of head of household returns 70
Number of returns with paid preparer's signature 1,890
Number of exemptions 8,900
Number of dependents 2,960
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] 150
Number of elderly returns [4] 910
Adjust gross income (AGI) [5] $419,662,000
Number of returns with total income 3,150
Salaries and wages amount $423,518,000
Number of returns with salaries and wages 2,800
Salaries and wages amount $312,790
Number of returns with taxable interest 1,470
Taxable interest amount $1,363
Number of returns with ordinary dividends 990
Ordinary dividends amount $4,842,000
Number of returns with qualified dividends 940
Qualified dividends amount [6] $3,682
Number of returns with state and local income tax refunds 1,880
State and local income tax refunds amount $1,770
Number of returns with business or professional net income (less loss) 610
Business or professional net income (less loss) amount $6,762,000
Number of returns with net capital gain (less loss) 920
Net capital gain (less loss) amount $9,485,000
Number of returns with taxable individual retirement arrangements distributions 470
Taxable individual retirement arrangements distributions amount $10,639,000
Number of returns with taxable pensions and annuities 1,050
Taxable pensions and annuities amount $47,302,000
Number of farm returns 170
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $467,000
Number of returns with taxable Social Security benefits 660
Taxable Social Security benefits amount $14,825,000
Number of returns with partnership/S-corp net income (less loss) 390
Partnership/S-corp net income (less loss) amount $11,758,000
Number of returns with total statutory adjustments 1,190
Total statutory adjustments amount $3,856,000
Number of returns with educator expenses 230
Educator expenses amount $62,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $448,000
Number of returns with self-employment health insurance deduction 120
Self-employment health insurance deduction amount $944,000
Number of returns with IRA payments 80
IRA payments amount $421,000
Number of returns with student loan interest deduction 480
Student loan interest deduction amount $567,000
Number of returns with tuition and fees deduction 70
Tuition and fees deduction amount $142,000
Returns with domestic production activities deduction 40
Domestic production activities deduction amount $144,000
Number of returns with itemized deductions 2,620
Total itemized deductions amount $61,881,000
Amount of AGI for itemized returns $353,368,000
Number of returns with State and local income taxes 2,480
State and local income taxes amount $21,829,000
Number of returns with State and local general sales tax 130
State and local general sales tax amount $234,000
Number of returns with real estate taxes 2,510
Real estate taxes amount $6,223,000
Number of returns with taxes paid 2,610
Taxes paid amount $29,550,000
Number of returns with mortgage interest paid 2,270
Mortgage interest paid amount $15,764,000
Number of returns with contributions 2,270
Contributions amount $10,735,000
Number of returns with taxable income 3,150
Taxable income amount $314,822,000
Number of returns with income tax before credits 3,150
Income tax before credits amount $52,718,000
Number of returns with alternative minimum tax 50
Alternative minimum tax amount $127,000
Number of returns with total tax credits 1,430
Total tax credits amount $1,930,000
Number of returns with foreign tax credit 330
Foreign tax credit amount $109,000
Number of returns with child and dependent care credit 360
Child and dependent care credit amount $210,000
Number of returns with nonrefundable education credit 310
Nonrefundable education credit amount $369,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 800
Child tax credit amount $1,061,000
Number of returns with residential energy tax credit 80
Residential energy tax credit amount $73,000
Number of returns with self-employment tax 440
Self-employment tax amount $1,436,000
Number of returns with total tax payments 3,150
Total tax payments amount $55,834,000
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 260
Refundable education credit amount $222,000
Number of returns with income tax 3,140
Income tax amount [10] $50,788,000
Number of returns with tax liability 3,140
Total tax liability amount [11] $52,667,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,170
Tax due at time of filing amount [12] $5,171,000
Number of returns with overpayments refunded 1,890
Overpayments refunded amount [13] $7,706,000
Number of returns with credit to next year’s estimated tax 130
Credited to next year’s estimated tax amount $581,000

Adjusted Gross Income: $200,000 or more

Number of returns 650
Number of single returns 40
Number of joint returns 600
Number of head of household returns 0
Number of returns with paid preparer's signature 490
Number of exemptions 1,860
Number of dependents 620
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] 210
Adjust gross income (AGI) [5] $209,008,000
Number of returns with total income 650
Salaries and wages amount $212,942,000
Number of returns with salaries and wages 590
Salaries and wages amount $120,311
Number of returns with taxable interest 460
Taxable interest amount $1,167
Number of returns with ordinary dividends 350
Ordinary dividends amount $3,971,000
Number of returns with qualified dividends 340
Qualified dividends amount [6] $3,047
Number of returns with state and local income tax refunds 300
State and local income tax refunds amount $591
Number of returns with business or professional net income (less loss) 190
Business or professional net income (less loss) amount $10,288,000
Number of returns with net capital gain (less loss) 340
Net capital gain (less loss) amount $11,058,000
Number of returns with taxable individual retirement arrangements distributions 130
Taxable individual retirement arrangements distributions amount $4,400,000
Number of returns with taxable pensions and annuities 200
Taxable pensions and annuities amount $12,787,000
Number of farm returns 60
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 130
Taxable Social Security benefits amount $3,665,000
Number of returns with partnership/S-corp net income (less loss) 260
Partnership/S-corp net income (less loss) amount $40,053,000
Number of returns with total statutory adjustments 270
Total statutory adjustments amount $3,934,000
Number of returns with educator expenses 30
Educator expenses amount $7,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $1,063,000
Number of returns with self-employment health insurance deduction 100
Self-employment health insurance deduction amount $1,026,000
Number of returns with IRA payments 20
IRA payments amount $240,000
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 30
Domestic production activities deduction amount $651,000
Number of returns with itemized deductions 610
Total itemized deductions amount $26,436,000
Amount of AGI for itemized returns $197,577,000
Number of returns with State and local income taxes 600
State and local income taxes amount $12,759,000
Number of returns with State and local general sales tax 0
State and local general sales tax amount $0
Number of returns with real estate taxes 590
Real estate taxes amount $2,227,000
Number of returns with taxes paid 610
Taxes paid amount $15,386,000
Number of returns with mortgage interest paid 460
Mortgage interest paid amount $4,432,000
Number of returns with contributions 570
Contributions amount $5,493,000
Number of returns with taxable income 650
Taxable income amount $175,901,000
Number of returns with income tax before credits 650
Income tax before credits amount $44,231,000
Number of returns with alternative minimum tax 340
Alternative minimum tax amount $1,696,000
Number of returns with total tax credits 240
Total tax credits amount $598,000
Number of returns with foreign tax credit 180
Foreign tax credit amount $276,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $27,000
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 170
Self-employment tax amount $1,302,000
Number of returns with total tax payments 650
Total tax payments amount $42,948,000
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 650
Income tax amount [10] $43,633,000
Number of returns with tax liability 650
Total tax liability amount [11] $45,859,000
Number of returns with net investment income tax 300
Net investment income tax $412,000
Number of returns with tax due at time of filing 340
Tax due at time of filing amount [12] $6,738,000
Number of returns with overpayments refunded 240
Overpayments refunded amount [13] $1,602,000
Number of returns with credit to next year’s estimated tax 90
Credited to next year’s estimated tax amount $2,166,000

[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.