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ZIP Code Database - Facts & Stats

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ZIP Code 43015 Income Tax Stats

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

ZIP Code 43015 Data

Zip Code:43015
City:Delaware
State:OH [Ohio]
Counties: DELAWARE, OH
City Alias(es):Delaware
Area Code:740
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





43015 Income Tax Overview

Total Number of Tax Returns for ZIP Code 43015 [1] 25,940
Total Number of Single Tax Returns for ZIP Code 43015 9,630
Total Number of Joint Tax Returns for ZIP Code 43015 10,810
Total Number of Dependents for ZIP Code 43015 16,360
Total Adjusted Gross Income for ZIP Code 43015 $2,029,137,000
Average Income per Person for ZIP Code 43015 $42,180
Average Income per Household for ZIP Code 43015 $78,224

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 7,340
Number of single returns 5,650
Number of joint returns 690
Number of head of household returns 800
Number of returns with paid preparer's signature 2,390
Number of exemptions 7,690
Number of dependents 1,790
Total number of volunteer prepared returns [5] 490
Number of volunteer income tax assistance (VITA) prepared returns [3] 180
Number of tax counseling for the elderly (TCE) prepared returns [3] 320
Number of volunteer prepared returns with Earned Income Credit 80
Number of refund anticipation check returns [3] 990
Number of elderly returns [4] 1,580
Adjust gross income (AGI) [5] $85,168,000
Number of returns with total income 7,340
Salaries and wages amount $86,543,000
Number of returns with salaries and wages 5,810
Salaries and wages amount $64,930
Number of returns with taxable interest 1,040
Taxable interest amount $500
Number of returns with ordinary dividends 730
Ordinary dividends amount $1,029,000
Number of returns with qualified dividends 660
Qualified dividends amount [6] $628
Number of returns with state and local income tax refunds 130
State and local income tax refunds amount $63
Number of returns with business or professional net income (less loss) 850
Business or professional net income (less loss) amount $5,871,000
Number of returns with net capital gain (less loss) 580
Net capital gain (less loss) amount $543,000
Number of returns with taxable individual retirement arrangements distributions 540
Taxable individual retirement arrangements distributions amount $3,348,000
Number of returns with taxable pensions and annuities 1,120
Taxable pensions and annuities amount $9,483,000
Number of farm returns 20
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $282,000
Number of returns with taxable Social Security benefits 410
Taxable Social Security benefits amount $821,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount ($18,000)
Number of returns with total statutory adjustments 1,040
Total statutory adjustments amount $1,375,000
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 100
Self-employment health insurance deduction amount $307,000
Number of returns with IRA payments 30
IRA payments amount $86,000
Number of returns with student loan interest deduction 270
Student loan interest deduction amount $251,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $115,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 420
Total itemized deductions amount $6,676,000
Amount of AGI for itemized returns $6,206,000
Number of returns with State and local income taxes 150
State and local income taxes amount $136,000
Number of returns with State and local general sales tax 210
State and local general sales tax amount $127,000
Number of returns with real estate taxes 330
Real estate taxes amount $1,190,000
Number of returns with taxes paid 410
Taxes paid amount $1,500,000
Number of returns with mortgage interest paid 240
Mortgage interest paid amount $1,183,000
Number of returns with contributions 260
Contributions amount $533,000
Number of returns with taxable income 3,390
Taxable income amount $20,416,000
Number of returns with income tax before credits 3,340
Income tax before credits amount $2,172,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 730
Total tax credits amount $221,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $9,000
Number of returns with nonrefundable education credit 190
Nonrefundable education credit amount $106,000
Number of returns with retirement savings contribution credit 260
Retirement savings contribution credit amount $37,000
Number of returns with child tax credit 180
Child tax credit amount $59,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 720
Self-employment tax amount $985,000
Number of returns with total tax payments 6,590
Total tax payments amount $11,525,000
Number of returns with earned income credit 1,710
Earned income credit amount [8] $3,930,000
Number of returns with excess earned income credit 1,480
Excess earned income credit (refundable) amount [9] $3,502,000
Number of returns with additional child tax credit 880
Additional child tax credit amount $1,038,000
Number of returns with refundable education credit 230
Refundable education credit amount $184,000
Number of returns with income tax 2,950
Income tax amount [10] $1,951,000
Number of returns with tax liability 3,520
Total tax liability amount [11] $3,084,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 710
Tax due at time of filing amount [12] $630,000
Number of returns with overpayments refunded 6,100
Overpayments refunded amount [13] $8,994,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $58,000

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

Number of returns 5,570
Number of single returns 2,950
Number of joint returns 1,180
Number of head of household returns 870
Number of returns with paid preparer's signature 2,110
Number of exemptions 9,360
Number of dependents 2,650
Total number of volunteer prepared returns [5] 250
Number of volunteer income tax assistance (VITA) prepared returns [3] 100
Number of tax counseling for the elderly (TCE) prepared returns [3] 150
Number of volunteer prepared returns with Earned Income Credit 30
Number of refund anticipation check returns [3] 960
Number of elderly returns [4] 1,320
Adjust gross income (AGI) [5] $206,000,000
Number of returns with total income 5,570
Salaries and wages amount $208,489,000
Number of returns with salaries and wages 4,690
Salaries and wages amount $163,019
Number of returns with taxable interest 1,130
Taxable interest amount $515
Number of returns with ordinary dividends 700
Ordinary dividends amount $1,491,000
Number of returns with qualified dividends 630
Qualified dividends amount [6] $916
Number of returns with state and local income tax refunds 550
State and local income tax refunds amount $197
Number of returns with business or professional net income (less loss) 640
Business or professional net income (less loss) amount $6,892,000
Number of returns with net capital gain (less loss) 590
Net capital gain (less loss) amount $1,328,000
Number of returns with taxable individual retirement arrangements distributions 580
Taxable individual retirement arrangements distributions amount $5,930,000
Number of returns with taxable pensions and annuities 1,100
Taxable pensions and annuities amount $20,366,000
Number of farm returns 30
Number of returns with unemployment compensation 100
Unemployment compensation amount [7] $405,000
Number of returns with taxable Social Security benefits 930
Taxable Social Security benefits amount $6,510,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $833,000
Number of returns with total statutory adjustments 1,330
Total statutory adjustments amount $2,489,000
Number of returns with educator expenses 140
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 100
Self-employment health insurance deduction amount $419,000
Number of returns with IRA payments 70
IRA payments amount $242,000
Number of returns with student loan interest deduction 690
Student loan interest deduction amount $740,000
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 1,070
Total itemized deductions amount $15,312,000
Amount of AGI for itemized returns $42,439,000
Number of returns with State and local income taxes 820
State and local income taxes amount $1,490,000
Number of returns with State and local general sales tax 230
State and local general sales tax amount $226,000
Number of returns with real estate taxes 860
Real estate taxes amount $2,859,000
Number of returns with taxes paid 1,070
Taxes paid amount $4,639,000
Number of returns with mortgage interest paid 750
Mortgage interest paid amount $3,725,000
Number of returns with contributions 720
Contributions amount $1,788,000
Number of returns with taxable income 5,430
Taxable income amount $116,136,000
Number of returns with income tax before credits 5,400
Income tax before credits amount $14,529,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,900
Total tax credits amount $1,591,000
Number of returns with foreign tax credit 180
Foreign tax credit amount $7,000
Number of returns with child and dependent care credit 180
Child and dependent care credit amount $91,000
Number of returns with nonrefundable education credit 300
Nonrefundable education credit amount $313,000
Number of returns with retirement savings contribution credit 700
Retirement savings contribution credit amount $124,000
Number of returns with child tax credit 1,060
Child tax credit amount $1,030,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $22,000
Number of returns with self-employment tax 500
Self-employment tax amount $1,290,000
Number of returns with total tax payments 5,440
Total tax payments amount $23,433,000
Number of returns with earned income credit 980
Earned income credit amount [8] $2,000,000
Number of returns with excess earned income credit 770
Excess earned income credit (refundable) amount [9] $1,596,000
Number of returns with additional child tax credit 700
Additional child tax credit amount $999,000
Number of returns with refundable education credit 200
Refundable education credit amount $175,000
Number of returns with income tax 4,740
Income tax amount [10] $12,938,000
Number of returns with tax liability 4,950
Total tax liability amount [11] $14,457,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 920
Tax due at time of filing amount [12] $1,326,000
Number of returns with overpayments refunded 4,560
Overpayments refunded amount [13] $10,119,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $141,000

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

Number of returns 3,850
Number of single returns 1,350
Number of joint returns 1,610
Number of head of household returns 380
Number of returns with paid preparer's signature 1,780
Number of exemptions 7,860
Number of dependents 2,400
Total number of volunteer prepared returns [5] 100
Number of volunteer income tax assistance (VITA) prepared returns [3] 20
Number of tax counseling for the elderly (TCE) prepared returns [3] 70
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 470
Number of elderly returns [4] 1,090
Adjust gross income (AGI) [5] $238,202,000
Number of returns with total income 3,850
Salaries and wages amount $241,267,000
Number of returns with salaries and wages 3,240
Salaries and wages amount $182,070
Number of returns with taxable interest 1,120
Taxable interest amount $661
Number of returns with ordinary dividends 800
Ordinary dividends amount $2,443,000
Number of returns with qualified dividends 740
Qualified dividends amount [6] $1,570
Number of returns with state and local income tax refunds 1,070
State and local income tax refunds amount $493
Number of returns with business or professional net income (less loss) 600
Business or professional net income (less loss) amount $5,584,000
Number of returns with net capital gain (less loss) 670
Net capital gain (less loss) amount $2,059,000
Number of returns with taxable individual retirement arrangements distributions 500
Taxable individual retirement arrangements distributions amount $7,764,000
Number of returns with taxable pensions and annuities 1,010
Taxable pensions and annuities amount $25,901,000
Number of farm returns 20
Number of returns with unemployment compensation 100
Unemployment compensation amount [7] $452,000
Number of returns with taxable Social Security benefits 760
Taxable Social Security benefits amount $10,652,000
Number of returns with partnership/S-corp net income (less loss) 140
Partnership/S-corp net income (less loss) amount $1,666,000
Number of returns with total statutory adjustments 1,240
Total statutory adjustments amount $3,065,000
Number of returns with educator expenses 140
Educator expenses amount $35,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $359,000
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $471,000
Number of returns with IRA payments 70
IRA payments amount $347,000
Number of returns with student loan interest deduction 660
Student loan interest deduction amount $837,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $56,000
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $52,000
Number of returns with itemized deductions 1,710
Total itemized deductions amount $26,294,000
Amount of AGI for itemized returns $106,332,000
Number of returns with State and local income taxes 1,520
State and local income taxes amount $4,665,000
Number of returns with State and local general sales tax 160
State and local general sales tax amount $212,000
Number of returns with real estate taxes 1,470
Real estate taxes amount $5,365,000
Number of returns with taxes paid 1,700
Taxes paid amount $10,350,000
Number of returns with mortgage interest paid 1,320
Mortgage interest paid amount $7,206,000
Number of returns with contributions 1,200
Contributions amount $3,265,000
Number of returns with taxable income 3,840
Taxable income amount $158,200,000
Number of returns with income tax before credits 3,830
Income tax before credits amount $22,408,000
Number of returns with alternative minimum tax 20
Alternative minimum tax amount $20,000
Number of returns with total tax credits 1,590
Total tax credits amount $2,196,000
Number of returns with foreign tax credit 250
Foreign tax credit amount $24,000
Number of returns with child and dependent care credit 190
Child and dependent care credit amount $105,000
Number of returns with nonrefundable education credit 240
Nonrefundable education credit amount $275,000
Number of returns with retirement savings contribution credit 260
Retirement savings contribution credit amount $43,000
Number of returns with child tax credit 1,090
Child tax credit amount $1,665,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $54,000
Number of returns with self-employment tax 450
Self-employment tax amount $1,228,000
Number of returns with total tax payments 3,800
Total tax payments amount $27,271,000
Number of returns with earned income credit 20
Earned income credit amount [8] $7,000
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 $226,000
Number of returns with refundable education credit 130
Refundable education credit amount $124,000
Number of returns with income tax 3,670
Income tax amount [10] $20,212,000
Number of returns with tax liability 3,720
Total tax liability amount [11] $21,645,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 910
Tax due at time of filing amount [12] $2,008,000
Number of returns with overpayments refunded 2,860
Overpayments refunded amount [13] $7,461,000
Number of returns with credit to next year’s estimated tax 90
Credited to next year’s estimated tax amount $132,000

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

Number of returns 2,980
Number of single returns 520
Number of joint returns 1,980
Number of head of household returns 170
Number of returns with paid preparer's signature 1,430
Number of exemptions 7,310
Number of dependents 2,350
Total number of volunteer prepared returns [5] 40
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
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] 270
Number of elderly returns [4] 830
Adjust gross income (AGI) [5] $258,866,000
Number of returns with total income 2,980
Salaries and wages amount $262,028,000
Number of returns with salaries and wages 2,620
Salaries and wages amount $199,963
Number of returns with taxable interest 1,090
Taxable interest amount $711
Number of returns with ordinary dividends 790
Ordinary dividends amount $2,870,000
Number of returns with qualified dividends 750
Qualified dividends amount [6] $2,093
Number of returns with state and local income tax refunds 1,270
State and local income tax refunds amount $720
Number of returns with business or professional net income (less loss) 580
Business or professional net income (less loss) amount $6,694,000
Number of returns with net capital gain (less loss) 650
Net capital gain (less loss) amount $3,111,000
Number of returns with taxable individual retirement arrangements distributions 460
Taxable individual retirement arrangements distributions amount $8,362,000
Number of returns with taxable pensions and annuities 800
Taxable pensions and annuities amount $24,123,000
Number of farm returns 20
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $324,000
Number of returns with taxable Social Security benefits 560
Taxable Social Security benefits amount $10,673,000
Number of returns with partnership/S-corp net income (less loss) 180
Partnership/S-corp net income (less loss) amount $2,452,000
Number of returns with total statutory adjustments 1,120
Total statutory adjustments amount $3,162,000
Number of returns with educator expenses 140
Educator expenses amount $37,000
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 $683,000
Number of returns with IRA payments 70
IRA payments amount $346,000
Number of returns with student loan interest deduction 560
Student loan interest deduction amount $750,000
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 1,850
Total itemized deductions amount $33,870,000
Amount of AGI for itemized returns $161,815,000
Number of returns with State and local income taxes 1,740
State and local income taxes amount $7,587,000
Number of returns with State and local general sales tax 90
State and local general sales tax amount $192,000
Number of returns with real estate taxes 1,710
Real estate taxes amount $7,112,000
Number of returns with taxes paid 1,850
Taxes paid amount $15,088,000
Number of returns with mortgage interest paid 1,600
Mortgage interest paid amount $10,069,000
Number of returns with contributions 1,400
Contributions amount $3,905,000
Number of returns with taxable income 2,980
Taxable income amount $181,832,000
Number of returns with income tax before credits 2,970
Income tax before credits amount $27,006,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,370
Total tax credits amount $2,265,000
Number of returns with foreign tax credit 240
Foreign tax credit amount $38,000
Number of returns with child and dependent care credit 240
Child and dependent care credit amount $141,000
Number of returns with nonrefundable education credit 260
Nonrefundable education credit amount $332,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 980
Child tax credit amount $1,664,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $37,000
Number of returns with self-employment tax 460
Self-employment tax amount $1,360,000
Number of returns with total tax payments 2,960
Total tax payments amount $31,090,000
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 170
Refundable education credit amount $163,000
Number of returns with income tax 2,950
Income tax amount [10] $24,741,000
Number of returns with tax liability 2,960
Total tax liability amount [11] $26,245,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 830
Tax due at time of filing amount [12] $2,185,000
Number of returns with overpayments refunded 2,080
Overpayments refunded amount [13] $6,690,000
Number of returns with credit to next year’s estimated tax 90
Credited to next year’s estimated tax amount $263,000

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

Number of returns 4,800
Number of single returns 390
Number of joint returns 4,080
Number of head of household returns 130
Number of returns with paid preparer's signature 2,300
Number of exemptions 14,260
Number of dependents 5,380
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] 310
Number of elderly returns [4] 1,100
Adjust gross income (AGI) [5] $645,479,000
Number of returns with total income 4,800
Salaries and wages amount $653,504,000
Number of returns with salaries and wages 4,320
Salaries and wages amount $508,526
Number of returns with taxable interest 2,250
Taxable interest amount $2,045
Number of returns with ordinary dividends 1,780
Ordinary dividends amount $7,635,000
Number of returns with qualified dividends 1,680
Qualified dividends amount [6] $5,522
Number of returns with state and local income tax refunds 2,600
State and local income tax refunds amount $1,893
Number of returns with business or professional net income (less loss) 1,050
Business or professional net income (less loss) amount $20,896,000
Number of returns with net capital gain (less loss) 1,550
Net capital gain (less loss) amount $15,802,000
Number of returns with taxable individual retirement arrangements distributions 700
Taxable individual retirement arrangements distributions amount $18,033,000
Number of returns with taxable pensions and annuities 1,150
Taxable pensions and annuities amount $47,969,000
Number of farm returns 50
Number of returns with unemployment compensation 100
Unemployment compensation amount [7] $477,000
Number of returns with taxable Social Security benefits 710
Taxable Social Security benefits amount $15,306,000
Number of returns with partnership/S-corp net income (less loss) 460
Partnership/S-corp net income (less loss) amount $11,352,000
Number of returns with total statutory adjustments 2,110
Total statutory adjustments amount $8,025,000
Number of returns with educator expenses 310
Educator expenses amount $85,000
Number of returns with self-employment retirement plans 80
Self-employment retirement plans amount $1,299,000
Number of returns with self-employment health insurance deduction 160
Self-employment health insurance deduction amount $1,331,000
Number of returns with IRA payments 130
IRA payments amount $572,000
Number of returns with student loan interest deduction 970
Student loan interest deduction amount $1,186,000
Number of returns with tuition and fees deduction 100
Tuition and fees deduction amount $169,000
Returns with domestic production activities deduction 20
Domestic production activities deduction amount $132,000
Number of returns with itemized deductions 4,010
Total itemized deductions amount $95,499,000
Amount of AGI for itemized returns $547,984,000
Number of returns with State and local income taxes 3,880
State and local income taxes amount $27,601,000
Number of returns with State and local general sales tax 100
State and local general sales tax amount $236,000
Number of returns with real estate taxes 3,820
Real estate taxes amount $21,219,000
Number of returns with taxes paid 4,010
Taxes paid amount $49,492,000
Number of returns with mortgage interest paid 3,580
Mortgage interest paid amount $26,621,000
Number of returns with contributions 3,350
Contributions amount $11,906,000
Number of returns with taxable income 4,800
Taxable income amount $482,388,000
Number of returns with income tax before credits 4,790
Income tax before credits amount $82,015,000
Number of returns with alternative minimum tax 190
Alternative minimum tax amount $372,000
Number of returns with total tax credits 2,490
Total tax credits amount $3,471,000
Number of returns with foreign tax credit 580
Foreign tax credit amount $97,000
Number of returns with child and dependent care credit 710
Child and dependent care credit amount $437,000
Number of returns with nonrefundable education credit 510
Nonrefundable education credit amount $717,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 1,360
Child tax credit amount $1,919,000
Number of returns with residential energy tax credit 90
Residential energy tax credit amount $59,000
Number of returns with self-employment tax 840
Self-employment tax amount $3,545,000
Number of returns with total tax payments 4,770
Total tax payments amount $88,717,000
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 430
Refundable education credit amount $433,000
Number of returns with income tax 4,790
Income tax amount [10] $78,544,000
Number of returns with tax liability 4,790
Total tax liability amount [11] $82,768,000
Number of returns with net investment income tax 50
Net investment income tax $10,000
Number of returns with tax due at time of filing 1,620
Tax due at time of filing amount [12] $7,597,000
Number of returns with overpayments refunded 3,030
Overpayments refunded amount [13] $12,511,000
Number of returns with credit to next year’s estimated tax 190
Credited to next year’s estimated tax amount $936,000

Adjusted Gross Income: $200,000 or more

Number of returns 1,400
Number of single returns 90
Number of joint returns 1,270
Number of head of household returns 20
Number of returns with paid preparer's signature 970
Number of exemptions 4,460
Number of dependents 1,790
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] 30
Number of elderly returns [4] 330
Adjust gross income (AGI) [5] $595,422,000
Number of returns with total income 1,400
Salaries and wages amount $606,873,000
Number of returns with salaries and wages 1,290
Salaries and wages amount $348,028
Number of returns with taxable interest 1,020
Taxable interest amount $4,651
Number of returns with ordinary dividends 880
Ordinary dividends amount $17,044,000
Number of returns with qualified dividends 840
Qualified dividends amount [6] $13,922
Number of returns with state and local income tax refunds 710
State and local income tax refunds amount $2,200
Number of returns with business or professional net income (less loss) 380
Business or professional net income (less loss) amount $19,624,000
Number of returns with net capital gain (less loss) 870
Net capital gain (less loss) amount $58,760,000
Number of returns with taxable individual retirement arrangements distributions 230
Taxable individual retirement arrangements distributions amount $9,190,000
Number of returns with taxable pensions and annuities 290
Taxable pensions and annuities amount $16,809,000
Number of farm returns 40
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 190
Taxable Social Security benefits amount $4,684,000
Number of returns with partnership/S-corp net income (less loss) 460
Partnership/S-corp net income (less loss) amount $96,262,000
Number of returns with total statutory adjustments 560
Total statutory adjustments amount $11,451,000
Number of returns with educator expenses 40
Educator expenses amount $11,000
Number of returns with self-employment retirement plans 80
Self-employment retirement plans amount $2,200,000
Number of returns with self-employment health insurance deduction 160
Self-employment health insurance deduction amount $1,927,000
Number of returns with IRA payments 20
IRA payments amount $249,000
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 70
Domestic production activities deduction amount $3,316,000
Number of returns with itemized deductions 1,350
Total itemized deductions amount $70,387,000
Amount of AGI for itemized returns $571,428,000
Number of returns with State and local income taxes 1,320
State and local income taxes amount $29,403,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $60,000
Number of returns with real estate taxes 1,310
Real estate taxes amount $14,966,000
Number of returns with taxes paid 1,350
Taxes paid amount $44,635,000
Number of returns with mortgage interest paid 1,140
Mortgage interest paid amount $13,072,000
Number of returns with contributions 1,220
Contributions amount $14,553,000
Number of returns with taxable income 1,400
Taxable income amount $511,685,000
Number of returns with income tax before credits 1,400
Income tax before credits amount $137,332,000
Number of returns with alternative minimum tax 850
Alternative minimum tax amount $4,624,000
Number of returns with total tax credits 650
Total tax credits amount $3,031,000
Number of returns with foreign tax credit 440
Foreign tax credit amount $1,055,000
Number of returns with child and dependent care credit 200
Child and dependent care credit amount $113,000
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 30
Residential energy tax credit amount $56,000
Number of returns with self-employment tax 340
Self-employment tax amount $2,697,000
Number of returns with total tax payments 1,390
Total tax payments amount $137,112,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 0
Refundable education credit amount $0
Number of returns with income tax 1,400
Income tax amount [10] $134,301,000
Number of returns with tax liability 1,400
Total tax liability amount [11] $141,218,000
Number of returns with net investment income tax 710
Net investment income tax $2,617,000
Number of returns with tax due at time of filing 710
Tax due at time of filing amount [12] $17,976,000
Number of returns with overpayments refunded 520
Overpayments refunded amount [13] $4,842,000
Number of returns with credit to next year’s estimated tax 180
Credited to next year’s estimated tax amount $8,842,000

[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.