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ZIP Code Database - Facts & Stats

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ZIP Code 45014 Income Tax Stats

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

ZIP Code 45014 Data

Zip Code:45014
City:Fairfield
State:OH [Ohio]
Counties: BUTLER, OH
City Alias(es):Fairfield
Area Code:513
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





45014 Income Tax Overview

Total Number of Tax Returns for ZIP Code 45014 [1] 23,550
Total Number of Single Tax Returns for ZIP Code 45014 6,890
Total Number of Joint Tax Returns for ZIP Code 45014 7,240
Total Number of Dependents for ZIP Code 45014 13,310
Total Adjusted Gross Income for ZIP Code 45014 $1,245,822,000
Average Income per Person for ZIP Code 45014 $28,368
Average Income per Household for ZIP Code 45014 $52,901

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 7,570
Number of single returns 5,550
Number of joint returns 740
Number of head of household returns 1,110
Number of returns with paid preparer's signature 2,890
Number of exemptions 9,180
Number of dependents 2,510
Total number of volunteer prepared returns [5] 260
Number of volunteer income tax assistance (VITA) prepared returns [3] 110
Number of tax counseling for the elderly (TCE) prepared returns [3] 150
Number of volunteer prepared returns with Earned Income Credit 50
Number of refund anticipation check returns [3] 1,280
Number of elderly returns [4] 1,560
Adjust gross income (AGI) [5] $97,039,000
Number of returns with total income 7,570
Salaries and wages amount $98,236,000
Number of returns with salaries and wages 6,120
Salaries and wages amount $77,414
Number of returns with taxable interest 900
Taxable interest amount $581
Number of returns with ordinary dividends 650
Ordinary dividends amount $1,023,000
Number of returns with qualified dividends 590
Qualified dividends amount [6] $688
Number of returns with state and local income tax refunds 110
State and local income tax refunds amount $53
Number of returns with business or professional net income (less loss) 900
Business or professional net income (less loss) amount $4,908,000
Number of returns with net capital gain (less loss) 450
Net capital gain (less loss) amount $335,000
Number of returns with taxable individual retirement arrangements distributions 530
Taxable individual retirement arrangements distributions amount $3,180,000
Number of returns with taxable pensions and annuities 1,110
Taxable pensions and annuities amount $9,263,000
Number of farm returns 20
Number of returns with unemployment compensation 120
Unemployment compensation amount [7] $536,000
Number of returns with taxable Social Security benefits 450
Taxable Social Security benefits amount $892,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $161,000
Number of returns with total statutory adjustments 1,070
Total statutory adjustments amount $1,197,000
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 60
Self-employment health insurance deduction amount $185,000
Number of returns with IRA payments 20
IRA payments amount $54,000
Number of returns with student loan interest deduction 310
Student loan interest deduction amount $251,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $141,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 310
Total itemized deductions amount $4,434,000
Amount of AGI for itemized returns $4,673,000
Number of returns with State and local income taxes 130
State and local income taxes amount $85,000
Number of returns with State and local general sales tax 130
State and local general sales tax amount $81,000
Number of returns with real estate taxes 220
Real estate taxes amount $738,000
Number of returns with taxes paid 300
Taxes paid amount $928,000
Number of returns with mortgage interest paid 170
Mortgage interest paid amount $805,000
Number of returns with contributions 190
Contributions amount $495,000
Number of returns with taxable income 3,720
Taxable income amount $23,500,000
Number of returns with income tax before credits 3,700
Income tax before credits amount $2,484,000
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 $360,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $19,000
Number of returns with nonrefundable education credit 290
Nonrefundable education credit amount $186,000
Number of returns with retirement savings contribution credit 430
Retirement savings contribution credit amount $58,000
Number of returns with child tax credit 280
Child tax credit amount $91,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 690
Self-employment tax amount $911,000
Number of returns with total tax payments 6,950
Total tax payments amount $14,541,000
Number of returns with earned income credit 2,200
Earned income credit amount [8] $5,375,000
Number of returns with excess earned income credit 1,930
Excess earned income credit (refundable) amount [9] $4,867,000
Number of returns with additional child tax credit 1,280
Additional child tax credit amount $1,553,000
Number of returns with refundable education credit 370
Refundable education credit amount $314,000
Number of returns with income tax 3,070
Income tax amount [10] $2,124,000
Number of returns with tax liability 3,670
Total tax liability amount [11] $3,161,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 620
Tax due at time of filing amount [12] $504,000
Number of returns with overpayments refunded 6,510
Overpayments refunded amount [13] $11,815,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $49,000

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

Number of returns 7,230
Number of single returns 3,800
Number of joint returns 1,230
Number of head of household returns 1,670
Number of returns with paid preparer's signature 3,040
Number of exemptions 13,020
Number of dependents 4,600
Total number of volunteer prepared returns [5] 170
Number of volunteer income tax assistance (VITA) prepared returns [3] 90
Number of tax counseling for the elderly (TCE) prepared returns [3] 80
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 1,490
Number of elderly returns [4] 1,330
Adjust gross income (AGI) [5] $263,686,000
Number of returns with total income 7,230
Salaries and wages amount $266,018,000
Number of returns with salaries and wages 6,480
Salaries and wages amount $224,773
Number of returns with taxable interest 980
Taxable interest amount $682
Number of returns with ordinary dividends 720
Ordinary dividends amount $1,578,000
Number of returns with qualified dividends 680
Qualified dividends amount [6] $1,211
Number of returns with state and local income tax refunds 520
State and local income tax refunds amount $185
Number of returns with business or professional net income (less loss) 630
Business or professional net income (less loss) amount $5,070,000
Number of returns with net capital gain (less loss) 500
Net capital gain (less loss) amount $880,000
Number of returns with taxable individual retirement arrangements distributions 550
Taxable individual retirement arrangements distributions amount $5,691,000
Number of returns with taxable pensions and annuities 1,180
Taxable pensions and annuities amount $18,388,000
Number of farm returns 0
Number of returns with unemployment compensation 150
Unemployment compensation amount [7] $687,000
Number of returns with taxable Social Security benefits 930
Taxable Social Security benefits amount $6,625,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $247,000
Number of returns with total statutory adjustments 1,490
Total statutory adjustments amount $2,332,000
Number of returns with educator expenses 110
Educator expenses amount $26,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $202,000
Number of returns with IRA payments 80
IRA payments amount $280,000
Number of returns with student loan interest deduction 830
Student loan interest deduction amount $873,000
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 1,000
Total itemized deductions amount $13,541,000
Amount of AGI for itemized returns $39,243,000
Number of returns with State and local income taxes 830
State and local income taxes amount $1,340,000
Number of returns with State and local general sales tax 150
State and local general sales tax amount $137,000
Number of returns with real estate taxes 690
Real estate taxes amount $1,798,000
Number of returns with taxes paid 1,000
Taxes paid amount $3,380,000
Number of returns with mortgage interest paid 630
Mortgage interest paid amount $2,923,000
Number of returns with contributions 690
Contributions amount $2,075,000
Number of returns with taxable income 7,060
Taxable income amount $146,091,000
Number of returns with income tax before credits 7,050
Income tax before credits amount $18,192,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 3,030
Total tax credits amount $2,667,000
Number of returns with foreign tax credit 150
Foreign tax credit amount $14,000
Number of returns with child and dependent care credit 350
Child and dependent care credit amount $204,000
Number of returns with nonrefundable education credit 470
Nonrefundable education credit amount $504,000
Number of returns with retirement savings contribution credit 1,240
Retirement savings contribution credit amount $195,000
Number of returns with child tax credit 1,770
Child tax credit amount $1,706,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $31,000
Number of returns with self-employment tax 440
Self-employment tax amount $947,000
Number of returns with total tax payments 7,130
Total tax payments amount $30,955,000
Number of returns with earned income credit 1,580
Earned income credit amount [8] $3,148,000
Number of returns with excess earned income credit 1,290
Excess earned income credit (refundable) amount [9] $2,637,000
Number of returns with additional child tax credit 1,230
Additional child tax credit amount $1,693,000
Number of returns with refundable education credit 350
Refundable education credit amount $315,000
Number of returns with income tax 5,850
Income tax amount [10] $15,525,000
Number of returns with tax liability 6,070
Total tax liability amount [11] $16,796,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,020
Tax due at time of filing amount [12] $1,291,000
Number of returns with overpayments refunded 6,160
Overpayments refunded amount [13] $15,331,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $98,000

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

Number of returns 3,780
Number of single returns 1,440
Number of joint returns 1,480
Number of head of household returns 530
Number of returns with paid preparer's signature 1,800
Number of exemptions 7,680
Number of dependents 2,420
Total number of volunteer prepared returns [5] 50
Number of volunteer income tax assistance (VITA) prepared returns [3] 30
Number of tax counseling for the elderly (TCE) prepared returns [3] 20
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 540
Number of elderly returns [4] 1,050
Adjust gross income (AGI) [5] $231,525,000
Number of returns with total income 3,780
Salaries and wages amount $233,585,000
Number of returns with salaries and wages 3,320
Salaries and wages amount $182,433
Number of returns with taxable interest 920
Taxable interest amount $771
Number of returns with ordinary dividends 750
Ordinary dividends amount $2,193,000
Number of returns with qualified dividends 710
Qualified dividends amount [6] $1,668
Number of returns with state and local income tax refunds 790
State and local income tax refunds amount $364
Number of returns with business or professional net income (less loss) 440
Business or professional net income (less loss) amount $4,952,000
Number of returns with net capital gain (less loss) 510
Net capital gain (less loss) amount $1,904,000
Number of returns with taxable individual retirement arrangements distributions 460
Taxable individual retirement arrangements distributions amount $6,934,000
Number of returns with taxable pensions and annuities 900
Taxable pensions and annuities amount $20,654,000
Number of farm returns 0
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $490,000
Number of returns with taxable Social Security benefits 730
Taxable Social Security benefits amount $10,905,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $1,254,000
Number of returns with total statutory adjustments 970
Total statutory adjustments amount $2,060,000
Number of returns with educator expenses 110
Educator expenses amount $25,000
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $182,000
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $246,000
Number of returns with IRA payments 60
IRA payments amount $250,000
Number of returns with student loan interest deduction 520
Student loan interest deduction amount $617,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $50,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,230
Total itemized deductions amount $17,913,000
Amount of AGI for itemized returns $76,264,000
Number of returns with State and local income taxes 1,120
State and local income taxes amount $2,959,000
Number of returns with State and local general sales tax 90
State and local general sales tax amount $118,000
Number of returns with real estate taxes 1,020
Real estate taxes amount $2,548,000
Number of returns with taxes paid 1,230
Taxes paid amount $5,758,000
Number of returns with mortgage interest paid 950
Mortgage interest paid amount $4,704,000
Number of returns with contributions 830
Contributions amount $2,592,000
Number of returns with taxable income 3,770
Taxable income amount $157,164,000
Number of returns with income tax before credits 3,770
Income tax before credits amount $22,325,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,490
Total tax credits amount $2,103,000
Number of returns with foreign tax credit 180
Foreign tax credit amount $10,000
Number of returns with child and dependent care credit 140
Child and dependent care credit amount $79,000
Number of returns with nonrefundable education credit 250
Nonrefundable education credit amount $345,000
Number of returns with retirement savings contribution credit 270
Retirement savings contribution credit amount $44,000
Number of returns with child tax credit 1,040
Child tax credit amount $1,587,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $17,000
Number of returns with self-employment tax 320
Self-employment tax amount $839,000
Number of returns with total tax payments 3,740
Total tax payments amount $27,346,000
Number of returns with earned income credit 30
Earned income credit amount [8] $12,000
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 140
Additional child tax credit amount $194,000
Number of returns with refundable education credit 200
Refundable education credit amount $193,000
Number of returns with income tax 3,630
Income tax amount [10] $20,222,000
Number of returns with tax liability 3,660
Total tax liability amount [11] $21,287,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 860
Tax due at time of filing amount [12] $1,705,000
Number of returns with overpayments refunded 2,880
Overpayments refunded amount [13] $7,603,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $112,000

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

Number of returns 2,170
Number of single returns 420
Number of joint returns 1,420
Number of head of household returns 180
Number of returns with paid preparer's signature 1,100
Number of exemptions 5,120
Number of dependents 1,540
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] 220
Number of elderly returns [4] 730
Adjust gross income (AGI) [5] $187,731,000
Number of returns with total income 2,170
Salaries and wages amount $189,550,000
Number of returns with salaries and wages 1,920
Salaries and wages amount $141,955
Number of returns with taxable interest 750
Taxable interest amount $731
Number of returns with ordinary dividends 640
Ordinary dividends amount $2,333,000
Number of returns with qualified dividends 600
Qualified dividends amount [6] $1,850
Number of returns with state and local income tax refunds 650
State and local income tax refunds amount $345
Number of returns with business or professional net income (less loss) 350
Business or professional net income (less loss) amount $4,205,000
Number of returns with net capital gain (less loss) 440
Net capital gain (less loss) amount $1,812,000
Number of returns with taxable individual retirement arrangements distributions 350
Taxable individual retirement arrangements distributions amount $6,609,000
Number of returns with taxable pensions and annuities 680
Taxable pensions and annuities amount $19,912,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $280,000
Number of returns with taxable Social Security benefits 510
Taxable Social Security benefits amount $9,748,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $664,000
Number of returns with total statutory adjustments 680
Total statutory adjustments amount $1,819,000
Number of returns with educator expenses 70
Educator expenses amount $17,000
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 $269,000
Number of returns with IRA payments 50
IRA payments amount $264,000
Number of returns with student loan interest deduction 340
Student loan interest deduction amount $419,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 20
Domestic production activities deduction amount $92,000
Number of returns with itemized deductions 970
Total itemized deductions amount $17,035,000
Amount of AGI for itemized returns $84,436,000
Number of returns with State and local income taxes 910
State and local income taxes amount $3,470,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $78,000
Number of returns with real estate taxes 880
Real estate taxes amount $2,579,000
Number of returns with taxes paid 970
Taxes paid amount $6,212,000
Number of returns with mortgage interest paid 800
Mortgage interest paid amount $4,250,000
Number of returns with contributions 760
Contributions amount $2,938,000
Number of returns with taxable income 2,170
Taxable income amount $135,733,000
Number of returns with income tax before credits 2,170
Income tax before credits amount $20,311,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 880
Total tax credits amount $1,463,000
Number of returns with foreign tax credit 140
Foreign tax credit amount $12,000
Number of returns with child and dependent care credit 150
Child and dependent care credit amount $89,000
Number of returns with nonrefundable education credit 190
Nonrefundable education credit amount $285,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 610
Child tax credit amount $1,023,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $12,000
Number of returns with self-employment tax 250
Self-employment tax amount $731,000
Number of returns with total tax payments 2,160
Total tax payments amount $23,200,000
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 $138,000
Number of returns with income tax 2,150
Income tax amount [10] $18,847,000
Number of returns with tax liability 2,150
Total tax liability amount [11] $19,720,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 570
Tax due at time of filing amount [12] $1,495,000
Number of returns with overpayments refunded 1,560
Overpayments refunded amount [13] $4,827,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $105,000

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

Number of returns 2,350
Number of single returns 230
Number of joint returns 1,970
Number of head of household returns 70
Number of returns with paid preparer's signature 1,100
Number of exemptions 6,230
Number of dependents 1,910
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 180
Number of elderly returns [4] 810
Adjust gross income (AGI) [5] $308,200,000
Number of returns with total income 2,350
Salaries and wages amount $311,494,000
Number of returns with salaries and wages 2,060
Salaries and wages amount $227,112
Number of returns with taxable interest 1,060
Taxable interest amount $1,101
Number of returns with ordinary dividends 1,010
Ordinary dividends amount $5,864,000
Number of returns with qualified dividends 970
Qualified dividends amount [6] $4,697
Number of returns with state and local income tax refunds 1,030
State and local income tax refunds amount $823
Number of returns with business or professional net income (less loss) 350
Business or professional net income (less loss) amount $9,183,000
Number of returns with net capital gain (less loss) 720
Net capital gain (less loss) amount $6,962,000
Number of returns with taxable individual retirement arrangements distributions 450
Taxable individual retirement arrangements distributions amount $14,118,000
Number of returns with taxable pensions and annuities 730
Taxable pensions and annuities amount $27,590,000
Number of farm returns 0
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $424,000
Number of returns with taxable Social Security benefits 500
Taxable Social Security benefits amount $10,939,000
Number of returns with partnership/S-corp net income (less loss) 180
Partnership/S-corp net income (less loss) amount $4,525,000
Number of returns with total statutory adjustments 830
Total statutory adjustments amount $3,294,000
Number of returns with educator expenses 100
Educator expenses amount $28,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $1,208,000
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $593,000
Number of returns with IRA payments 60
IRA payments amount $385,000
Number of returns with student loan interest deduction 390
Student loan interest deduction amount $489,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $81,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,570
Total itemized deductions amount $32,790,000
Amount of AGI for itemized returns $213,366,000
Number of returns with State and local income taxes 1,520
State and local income taxes amount $9,580,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $93,000
Number of returns with real estate taxes 1,480
Real estate taxes amount $5,134,000
Number of returns with taxes paid 1,570
Taxes paid amount $14,977,000
Number of returns with mortgage interest paid 1,330
Mortgage interest paid amount $7,562,000
Number of returns with contributions 1,340
Contributions amount $6,295,000
Number of returns with taxable income 2,340
Taxable income amount $240,141,000
Number of returns with income tax before credits 2,340
Income tax before credits amount $40,816,000
Number of returns with alternative minimum tax 50
Alternative minimum tax amount $82,000
Number of returns with total tax credits 1,040
Total tax credits amount $1,322,000
Number of returns with foreign tax credit 300
Foreign tax credit amount $53,000
Number of returns with child and dependent care credit 170
Child and dependent care credit amount $89,000
Number of returns with nonrefundable education credit 270
Nonrefundable education credit amount $400,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 490
Child tax credit amount $675,000
Number of returns with residential energy tax credit 70
Residential energy tax credit amount $28,000
Number of returns with self-employment tax 270
Self-employment tax amount $1,365,000
Number of returns with total tax payments 2,330
Total tax payments amount $43,547,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 240
Refundable education credit amount $234,000
Number of returns with income tax 2,340
Income tax amount [10] $39,493,000
Number of returns with tax liability 2,340
Total tax liability amount [11] $41,213,000
Number of returns with net investment income tax 20
Net investment income tax $6,000
Number of returns with tax due at time of filing 840
Tax due at time of filing amount [12] $3,512,000
Number of returns with overpayments refunded 1,430
Overpayments refunded amount [13] $5,446,000
Number of returns with credit to next year’s estimated tax 100
Credited to next year’s estimated tax amount $455,000

Adjusted Gross Income: $200,000 or more

Number of returns 450
Number of single returns 50
Number of joint returns 400
Number of head of household returns 0
Number of returns with paid preparer's signature 290
Number of exemptions 1,180
Number of dependents 330
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] $157,641,000
Number of returns with total income 450
Salaries and wages amount $160,441,000
Number of returns with salaries and wages 400
Salaries and wages amount $84,394
Number of returns with taxable interest 340
Taxable interest amount $1,020
Number of returns with ordinary dividends 330
Ordinary dividends amount $6,094,000
Number of returns with qualified dividends 320
Qualified dividends amount [6] $5,338
Number of returns with state and local income tax refunds 260
State and local income tax refunds amount $849
Number of returns with business or professional net income (less loss) 80
Business or professional net income (less loss) amount $5,553,000
Number of returns with net capital gain (less loss) 290
Net capital gain (less loss) amount $11,377,000
Number of returns with taxable individual retirement arrangements distributions 100
Taxable individual retirement arrangements distributions amount $7,241,000
Number of returns with taxable pensions and annuities 150
Taxable pensions and annuities amount $7,518,000
Number of farm returns 0
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 120
Taxable Social Security benefits amount $2,965,000
Number of returns with partnership/S-corp net income (less loss) 130
Partnership/S-corp net income (less loss) amount $28,640,000
Number of returns with total statutory adjustments 140
Total statutory adjustments amount $2,800,000
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 40
Self-employment health insurance deduction amount $476,000
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 20
Domestic production activities deduction amount $898,000
Number of returns with itemized deductions 410
Total itemized deductions amount $16,793,000
Amount of AGI for itemized returns $141,872,000
Number of returns with State and local income taxes 400
State and local income taxes amount $6,710,000
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 390
Real estate taxes amount $1,931,000
Number of returns with taxes paid 410
Taxes paid amount $8,710,000
Number of returns with mortgage interest paid 280
Mortgage interest paid amount $1,903,000
Number of returns with contributions 380
Contributions amount $5,925,000
Number of returns with taxable income 450
Taxable income amount $136,357,000
Number of returns with income tax before credits 450
Income tax before credits amount $34,366,000
Number of returns with alternative minimum tax 170
Alternative minimum tax amount $605,000
Number of returns with total tax credits 190
Total tax credits amount $421,000
Number of returns with foreign tax credit 160
Foreign tax credit amount $32,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
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 80
Self-employment tax amount $686,000
Number of returns with total tax payments 450
Total tax payments amount $36,117,000
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 450
Income tax amount [10] $33,945,000
Number of returns with tax liability 450
Total tax liability amount [11] $35,465,000
Number of returns with net investment income tax 220
Net investment income tax $485,000
Number of returns with tax due at time of filing 240
Tax due at time of filing amount [12] $3,639,000
Number of returns with overpayments refunded 160
Overpayments refunded amount [13] $1,254,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $2,275,000

[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.