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ZIP Code Database - Facts & Stats

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ZIP Code 43130 Income Tax Stats

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

ZIP Code 43130 Data

Zip Code:43130
City:Lancaster
State:OH [Ohio]
Counties: FAIRFIELD, OH
City Alias(es):Lancaster
Area Code:740
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


43130 Income Tax Overview

Total Number of Tax Returns for ZIP Code 43130 [1] 27,420
Total Number of Single Tax Returns for ZIP Code 43130 9,900
Total Number of Joint Tax Returns for ZIP Code 43130 10,320
Total Number of Dependents for ZIP Code 43130 15,470
Total Adjusted Gross Income for ZIP Code 43130 $1,422,644,000
Average Income per Person for ZIP Code 43130 $23,882
Average Income per Household for ZIP Code 43130 $51,883

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 10,120
Number of single returns 6,970
Number of joint returns 1,420
Number of head of household returns 1,490
Number of returns with paid preparer's signature 3,760
Number of exemptions 13,570
Number of dependents 3,850
Total number of volunteer prepared returns [5] 850
Number of volunteer income tax assistance (VITA) prepared returns [3] 470
Number of tax counseling for the elderly (TCE) prepared returns [3] 380
Number of volunteer prepared returns with Earned Income Credit 220
Number of refund anticipation check returns [3] 1,620
Number of elderly returns [4] 2,400
Adjust gross income (AGI) [5] $125,139,000
Number of returns with total income 10,120
Salaries and wages amount $126,697,000
Number of returns with salaries and wages 7,830
Salaries and wages amount $92,657
Number of returns with taxable interest 1,320
Taxable interest amount $826
Number of returns with ordinary dividends 720
Ordinary dividends amount $1,048,000
Number of returns with qualified dividends 640
Qualified dividends amount [6] $679
Number of returns with state and local income tax refunds 140
State and local income tax refunds amount $65
Number of returns with business or professional net income (less loss) 1,150
Business or professional net income (less loss) amount $8,162,000
Number of returns with net capital gain (less loss) 580
Net capital gain (less loss) amount $851,000
Number of returns with taxable individual retirement arrangements distributions 840
Taxable individual retirement arrangements distributions amount $4,783,000
Number of returns with taxable pensions and annuities 1,780
Taxable pensions and annuities amount $16,118,000
Number of farm returns 60
Number of returns with unemployment compensation 160
Unemployment compensation amount [7] $588,000
Number of returns with taxable Social Security benefits 590
Taxable Social Security benefits amount $1,114,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $103,000
Number of returns with total statutory adjustments 1,400
Total statutory adjustments amount $1,558,000
Number of returns with educator expenses 30
Educator expenses amount $6,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 90
Self-employment health insurance deduction amount $279,000
Number of returns with IRA payments 30
IRA payments amount $71,000
Number of returns with student loan interest deduction 310
Student loan interest deduction amount $254,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $82,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 370
Total itemized deductions amount $5,443,000
Amount of AGI for itemized returns $5,462,000
Number of returns with State and local income taxes 160
State and local income taxes amount $188,000
Number of returns with State and local general sales tax 170
State and local general sales tax amount $98,000
Number of returns with real estate taxes 240
Real estate taxes amount $506,000
Number of returns with taxes paid 350
Taxes paid amount $820,000
Number of returns with mortgage interest paid 180
Mortgage interest paid amount $921,000
Number of returns with contributions 220
Contributions amount $494,000
Number of returns with taxable income 4,430
Taxable income amount $26,962,000
Number of returns with income tax before credits 4,410
Income tax before credits amount $2,844,000
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 $302,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $11,000
Number of returns with nonrefundable education credit 180
Nonrefundable education credit amount $110,000
Number of returns with retirement savings contribution credit 490
Retirement savings contribution credit amount $67,000
Number of returns with child tax credit 310
Child tax credit amount $106,000
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 $1,349,000
Number of returns with total tax payments 9,210
Total tax payments amount $19,541,000
Number of returns with earned income credit 3,320
Earned income credit amount [8] $8,041,000
Number of returns with excess earned income credit 2,940
Excess earned income credit (refundable) amount [9] $7,227,000
Number of returns with additional child tax credit 1,800
Additional child tax credit amount $2,117,000
Number of returns with refundable education credit 300
Refundable education credit amount $249,000
Number of returns with income tax 3,840
Income tax amount [10] $2,540,000
Number of returns with tax liability 4,750
Total tax liability amount [11] $4,062,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 790
Tax due at time of filing amount [12] $618,000
Number of returns with overpayments refunded 8,690
Overpayments refunded amount [13] $16,005,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $79,000

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

Number of returns 7,180
Number of single returns 3,340
Number of joint returns 1,950
Number of head of household returns 1,140
Number of returns with paid preparer's signature 3,290
Number of exemptions 13,040
Number of dependents 3,940
Total number of volunteer prepared returns [5] 330
Number of volunteer income tax assistance (VITA) prepared returns [3] 180
Number of tax counseling for the elderly (TCE) prepared returns [3] 140
Number of volunteer prepared returns with Earned Income Credit 40
Number of refund anticipation check returns [3] 1,170
Number of elderly returns [4] 1,820
Adjust gross income (AGI) [5] $261,311,000
Number of returns with total income 7,180
Salaries and wages amount $263,925,000
Number of returns with salaries and wages 6,020
Salaries and wages amount $205,049
Number of returns with taxable interest 1,350
Taxable interest amount $875
Number of returns with ordinary dividends 730
Ordinary dividends amount $1,937,000
Number of returns with qualified dividends 680
Qualified dividends amount [6] $1,370
Number of returns with state and local income tax refunds 600
State and local income tax refunds amount $226
Number of returns with business or professional net income (less loss) 720
Business or professional net income (less loss) amount $6,458,000
Number of returns with net capital gain (less loss) 590
Net capital gain (less loss) amount $1,452,000
Number of returns with taxable individual retirement arrangements distributions 700
Taxable individual retirement arrangements distributions amount $6,594,000
Number of returns with taxable pensions and annuities 1,580
Taxable pensions and annuities amount $29,565,000
Number of farm returns 70
Number of returns with unemployment compensation 210
Unemployment compensation amount [7] $754,000
Number of returns with taxable Social Security benefits 1,390
Taxable Social Security benefits amount $8,636,000
Number of returns with partnership/S-corp net income (less loss) 140
Partnership/S-corp net income (less loss) amount $1,050,000
Number of returns with total statutory adjustments 1,460
Total statutory adjustments amount $2,614,000
Number of returns with educator expenses 90
Educator expenses amount $22,000
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 $366,000
Number of returns with IRA payments 100
IRA payments amount $361,000
Number of returns with student loan interest deduction 730
Student loan interest deduction amount $756,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $44,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,020
Total itemized deductions amount $14,142,000
Amount of AGI for itemized returns $39,672,000
Number of returns with State and local income taxes 830
State and local income taxes amount $1,797,000
Number of returns with State and local general sales tax 150
State and local general sales tax amount $140,000
Number of returns with real estate taxes 810
Real estate taxes amount $1,568,000
Number of returns with taxes paid 1,010
Taxes paid amount $3,600,000
Number of returns with mortgage interest paid 680
Mortgage interest paid amount $3,077,000
Number of returns with contributions 640
Contributions amount $1,841,000
Number of returns with taxable income 6,950
Taxable income amount $140,672,000
Number of returns with income tax before credits 6,910
Income tax before credits amount $17,305,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 2,570
Total tax credits amount $2,081,000
Number of returns with foreign tax credit 180
Foreign tax credit amount $7,000
Number of returns with child and dependent care credit 170
Child and dependent care credit amount $80,000
Number of returns with nonrefundable education credit 320
Nonrefundable education credit amount $330,000
Number of returns with retirement savings contribution credit 1,100
Retirement savings contribution credit amount $189,000
Number of returns with child tax credit 1,500
Child tax credit amount $1,449,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $16,000
Number of returns with self-employment tax 560
Self-employment tax amount $1,222,000
Number of returns with total tax payments 7,040
Total tax payments amount $30,848,000
Number of returns with earned income credit 1,520
Earned income credit amount [8] $3,382,000
Number of returns with excess earned income credit 1,260
Excess earned income credit (refundable) amount [9] $2,855,000
Number of returns with additional child tax credit 1,040
Additional child tax credit amount $1,537,000
Number of returns with refundable education credit 230
Refundable education credit amount $208,000
Number of returns with income tax 5,950
Income tax amount [10] $15,224,000
Number of returns with tax liability 6,190
Total tax liability amount [11] $16,739,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 970
Tax due at time of filing amount [12] $1,296,000
Number of returns with overpayments refunded 6,110
Overpayments refunded amount [13] $15,221,000
Number of returns with credit to next year’s estimated tax 90
Credited to next year’s estimated tax amount $129,000

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

Number of returns 4,320
Number of single returns 1,320
Number of joint returns 2,180
Number of head of household returns 350
Number of returns with paid preparer's signature 2,280
Number of exemptions 9,220
Number of dependents 2,710
Total number of volunteer prepared returns [5] 80
Number of volunteer income tax assistance (VITA) prepared returns [3] 30
Number of tax counseling for the elderly (TCE) prepared returns [3] 50
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 540
Number of elderly returns [4] 1,360
Adjust gross income (AGI) [5] $265,075,000
Number of returns with total income 4,320
Salaries and wages amount $267,695,000
Number of returns with salaries and wages 3,630
Salaries and wages amount $197,930
Number of returns with taxable interest 1,210
Taxable interest amount $936
Number of returns with ordinary dividends 740
Ordinary dividends amount $2,416,000
Number of returns with qualified dividends 690
Qualified dividends amount [6] $1,758
Number of returns with state and local income tax refunds 1,010
State and local income tax refunds amount $484
Number of returns with business or professional net income (less loss) 560
Business or professional net income (less loss) amount $4,890,000
Number of returns with net capital gain (less loss) 620
Net capital gain (less loss) amount $2,339,000
Number of returns with taxable individual retirement arrangements distributions 610
Taxable individual retirement arrangements distributions amount $7,994,000
Number of returns with taxable pensions and annuities 1,280
Taxable pensions and annuities amount $34,552,000
Number of farm returns 50
Number of returns with unemployment compensation 130
Unemployment compensation amount [7] $613,000
Number of returns with taxable Social Security benefits 1,000
Taxable Social Security benefits amount $13,513,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $1,175,000
Number of returns with total statutory adjustments 1,170
Total statutory adjustments amount $2,620,000
Number of returns with educator expenses 150
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 70
Self-employment health insurance deduction amount $370,000
Number of returns with IRA payments 100
IRA payments amount $459,000
Number of returns with student loan interest deduction 580
Student loan interest deduction amount $687,000
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 1,470
Total itemized deductions amount $22,432,000
Amount of AGI for itemized returns $91,695,000
Number of returns with State and local income taxes 1,360
State and local income taxes amount $5,004,000
Number of returns with State and local general sales tax 100
State and local general sales tax amount $130,000
Number of returns with real estate taxes 1,260
Real estate taxes amount $2,553,000
Number of returns with taxes paid 1,470
Taxes paid amount $7,835,000
Number of returns with mortgage interest paid 1,140
Mortgage interest paid amount $5,253,000
Number of returns with contributions 1,000
Contributions amount $3,280,000
Number of returns with taxable income 4,300
Taxable income amount $174,712,000
Number of returns with income tax before credits 4,290
Income tax before credits amount $24,297,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,730
Total tax credits amount $2,328,000
Number of returns with foreign tax credit 210
Foreign tax credit amount $10,000
Number of returns with child and dependent care credit 150
Child and dependent care credit amount $66,000
Number of returns with nonrefundable education credit 280
Nonrefundable education credit amount $327,000
Number of returns with retirement savings contribution credit 390
Retirement savings contribution credit amount $59,000
Number of returns with child tax credit 1,160
Child tax credit amount $1,805,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $21,000
Number of returns with self-employment tax 430
Self-employment tax amount $951,000
Number of returns with total tax payments 4,290
Total tax payments amount $30,256,000
Number of returns with earned income credit 30
Earned income credit amount [8] $13,000
Number of returns with excess earned income credit 20
Excess earned income credit (refundable) amount [9] $10,000
Number of returns with additional child tax credit 180
Additional child tax credit amount $245,000
Number of returns with refundable education credit 190
Refundable education credit amount $175,000
Number of returns with income tax 4,120
Income tax amount [10] $21,968,000
Number of returns with tax liability 4,160
Total tax liability amount [11] $23,136,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 940
Tax due at time of filing amount [12] $1,685,000
Number of returns with overpayments refunded 3,310
Overpayments refunded amount [13] $8,560,000
Number of returns with credit to next year’s estimated tax 90
Credited to next year’s estimated tax amount $188,000

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

Number of returns 2,520
Number of single returns 360
Number of joint returns 1,890
Number of head of household returns 100
Number of returns with paid preparer's signature 1,410
Number of exemptions 6,270
Number of dependents 1,870
Total number of volunteer prepared returns [5] 30
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
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] 240
Number of elderly returns [4] 810
Adjust gross income (AGI) [5] $217,520,000
Number of returns with total income 2,520
Salaries and wages amount $219,517,000
Number of returns with salaries and wages 2,160
Salaries and wages amount $161,464
Number of returns with taxable interest 900
Taxable interest amount $904
Number of returns with ordinary dividends 580
Ordinary dividends amount $2,572,000
Number of returns with qualified dividends 540
Qualified dividends amount [6] $1,966
Number of returns with state and local income tax refunds 880
State and local income tax refunds amount $475
Number of returns with business or professional net income (less loss) 410
Business or professional net income (less loss) amount $4,040,000
Number of returns with net capital gain (less loss) 500
Net capital gain (less loss) amount $2,587,000
Number of returns with taxable individual retirement arrangements distributions 410
Taxable individual retirement arrangements distributions amount $6,878,000
Number of returns with taxable pensions and annuities 790
Taxable pensions and annuities amount $26,164,000
Number of farm returns 50
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $313,000
Number of returns with taxable Social Security benefits 600
Taxable Social Security benefits amount $10,503,000
Number of returns with partnership/S-corp net income (less loss) 150
Partnership/S-corp net income (less loss) amount $1,757,000
Number of returns with total statutory adjustments 810
Total statutory adjustments amount $1,997,000
Number of returns with educator expenses 100
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 40
Self-employment health insurance deduction amount $251,000
Number of returns with IRA payments 60
IRA payments amount $308,000
Number of returns with student loan interest deduction 420
Student loan interest deduction amount $508,000
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 $114,000
Number of returns with itemized deductions 1,230
Total itemized deductions amount $21,683,000
Amount of AGI for itemized returns $106,948,000
Number of returns with State and local income taxes 1,180
State and local income taxes amount $5,884,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $57,000
Number of returns with real estate taxes 1,120
Real estate taxes amount $2,548,000
Number of returns with taxes paid 1,230
Taxes paid amount $8,590,000
Number of returns with mortgage interest paid 1,020
Mortgage interest paid amount $5,562,000
Number of returns with contributions 930
Contributions amount $3,423,000
Number of returns with taxable income 2,510
Taxable income amount $154,300,000
Number of returns with income tax before credits 2,510
Income tax before credits amount $22,319,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,050
Total tax credits amount $1,750,000
Number of returns with foreign tax credit 190
Foreign tax credit amount $15,000
Number of returns with child and dependent care credit 150
Child and dependent care credit amount $83,000
Number of returns with nonrefundable education credit 200
Nonrefundable education credit amount $269,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 750
Child tax credit amount $1,335,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $9,000
Number of returns with self-employment tax 310
Self-employment tax amount $845,000
Number of returns with total tax payments 2,490
Total tax payments amount $25,828,000
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 130
Refundable education credit amount $130,000
Number of returns with income tax 2,500
Income tax amount [10] $20,569,000
Number of returns with tax liability 2,500
Total tax liability amount [11] $21,674,000
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] $1,652,000
Number of returns with overpayments refunded 1,800
Overpayments refunded amount [13] $5,648,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $156,000

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

Number of returns 2,770
Number of single returns 240
Number of joint returns 2,420
Number of head of household returns 60
Number of returns with paid preparer's signature 1,590
Number of exemptions 7,800
Number of dependents 2,620
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] 170
Number of elderly returns [4] 860
Adjust gross income (AGI) [5] $354,798,000
Number of returns with total income 2,770
Salaries and wages amount $359,120,000
Number of returns with salaries and wages 2,460
Salaries and wages amount $258,154
Number of returns with taxable interest 1,220
Taxable interest amount $1,622
Number of returns with ordinary dividends 840
Ordinary dividends amount $4,898,000
Number of returns with qualified dividends 790
Qualified dividends amount [6] $3,811
Number of returns with state and local income tax refunds 1,460
State and local income tax refunds amount $1,138
Number of returns with business or professional net income (less loss) 510
Business or professional net income (less loss) amount $9,135,000
Number of returns with net capital gain (less loss) 740
Net capital gain (less loss) amount $8,315,000
Number of returns with taxable individual retirement arrangements distributions 530
Taxable individual retirement arrangements distributions amount $14,270,000
Number of returns with taxable pensions and annuities 890
Taxable pensions and annuities amount $38,355,000
Number of farm returns 70
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $375,000
Number of returns with taxable Social Security benefits 590
Taxable Social Security benefits amount $12,023,000
Number of returns with partnership/S-corp net income (less loss) 260
Partnership/S-corp net income (less loss) amount $7,254,000
Number of returns with total statutory adjustments 1,120
Total statutory adjustments amount $4,322,000
Number of returns with educator expenses 190
Educator expenses amount $51,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $645,000
Number of returns with self-employment health insurance deduction 90
Self-employment health insurance deduction amount $858,000
Number of returns with IRA payments 110
IRA payments amount $690,000
Number of returns with student loan interest deduction 490
Student loan interest deduction amount $613,000
Number of returns with tuition and fees deduction 70
Tuition and fees deduction amount $124,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 2,030
Total itemized deductions amount $45,678,000
Amount of AGI for itemized returns $266,290,000
Number of returns with State and local income taxes 1,960
State and local income taxes amount $15,133,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $111,000
Number of returns with real estate taxes 1,930
Real estate taxes amount $5,690,000
Number of returns with taxes paid 2,030
Taxes paid amount $21,148,000
Number of returns with mortgage interest paid 1,760
Mortgage interest paid amount $10,969,000
Number of returns with contributions 1,660
Contributions amount $7,147,000
Number of returns with taxable income 2,760
Taxable income amount $268,105,000
Number of returns with income tax before credits 2,760
Income tax before credits amount $44,210,000
Number of returns with alternative minimum tax 70
Alternative minimum tax amount $77,000
Number of returns with total tax credits 1,280
Total tax credits amount $1,844,000
Number of returns with foreign tax credit 290
Foreign tax credit amount $80,000
Number of returns with child and dependent care credit 220
Child and dependent care credit amount $119,000
Number of returns with nonrefundable education credit 330
Nonrefundable education credit amount $481,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 720
Child tax credit amount $1,087,000
Number of returns with residential energy tax credit 70
Residential energy tax credit amount $26,000
Number of returns with self-employment tax 410
Self-employment tax amount $1,766,000
Number of returns with total tax payments 2,750
Total tax payments amount $47,747,000
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 290
Refundable education credit amount $296,000
Number of returns with income tax 2,760
Income tax amount [10] $42,366,000
Number of returns with tax liability 2,760
Total tax liability amount [11] $44,835,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 990
Tax due at time of filing amount [12] $4,051,000
Number of returns with overpayments refunded 1,670
Overpayments refunded amount [13] $6,576,000
Number of returns with credit to next year’s estimated tax 120
Credited to next year’s estimated tax amount $514,000

Adjusted Gross Income: $200,000 or more

Number of returns 510
Number of single returns 40
Number of joint returns 460
Number of head of household returns 0
Number of returns with paid preparer's signature 380
Number of exemptions 1,450
Number of dependents 480
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] 190
Adjust gross income (AGI) [5] $198,801,000
Number of returns with total income 510
Salaries and wages amount $202,702,000
Number of returns with salaries and wages 450
Salaries and wages amount $98,907
Number of returns with taxable interest 380
Taxable interest amount $2,190
Number of returns with ordinary dividends 330
Ordinary dividends amount $6,869,000
Number of returns with qualified dividends 320
Qualified dividends amount [6] $5,988
Number of returns with state and local income tax refunds 300
State and local income tax refunds amount $841
Number of returns with business or professional net income (less loss) 170
Business or professional net income (less loss) amount $8,849,000
Number of returns with net capital gain (less loss) 320
Net capital gain (less loss) amount $20,134,000
Number of returns with taxable individual retirement arrangements distributions 110
Taxable individual retirement arrangements distributions amount $4,972,000
Number of returns with taxable pensions and annuities 140
Taxable pensions and annuities amount $7,127,000
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 110
Taxable Social Security benefits amount $2,708,000
Number of returns with partnership/S-corp net income (less loss) 230
Partnership/S-corp net income (less loss) amount $40,102,000
Number of returns with total statutory adjustments 260
Total statutory adjustments amount $3,901,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $691,000
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $990,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 0
Student loan interest deduction amount $0
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $781,000
Number of returns with itemized deductions 480
Total itemized deductions amount $22,569,000
Amount of AGI for itemized returns $182,788,000
Number of returns with State and local income taxes 470
State and local income taxes amount $10,026,000
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 460
Real estate taxes amount $2,561,000
Number of returns with taxes paid 480
Taxes paid amount $12,640,000
Number of returns with mortgage interest paid 350
Mortgage interest paid amount $3,122,000
Number of returns with contributions 430
Contributions amount $6,444,000
Number of returns with taxable income 510
Taxable income amount $171,417,000
Number of returns with income tax before credits 510
Income tax before credits amount $44,507,000
Number of returns with alternative minimum tax 270
Alternative minimum tax amount $1,317,000
Number of returns with total tax credits 200
Total tax credits amount $353,000
Number of returns with foreign tax credit 160
Foreign tax credit amount $53,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $15,000
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 170
Self-employment tax amount $1,024,000
Number of returns with total tax payments 510
Total tax payments amount $42,582,000
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 510
Income tax amount [10] $44,153,000
Number of returns with tax liability 510
Total tax liability amount [11] $46,417,000
Number of returns with net investment income tax 280
Net investment income tax $865,000
Number of returns with tax due at time of filing 250
Tax due at time of filing amount [12] $7,675,000
Number of returns with overpayments refunded 190
Overpayments refunded amount [13] $2,054,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $1,735,000

[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.