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ZIP Code Database - Facts & Stats

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ZIP Code 45069 Income Tax Stats

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

ZIP Code 45069 Data

Zip Code:45069
City:West Chester
State:OH [Ohio]
Counties: BUTLER, OH
City Alias(es):West Chester
Area Code:513
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


45069 Income Tax Overview

Total Number of Tax Returns for ZIP Code 45069 [1] 26,210
Total Number of Single Tax Returns for ZIP Code 45069 9,420
Total Number of Joint Tax Returns for ZIP Code 45069 11,180
Total Number of Dependents for ZIP Code 45069 15,880
Total Adjusted Gross Income for ZIP Code 45069 $2,332,847,000
Average Income per Person for ZIP Code 45069 $47,551
Average Income per Household for ZIP Code 45069 $89,006

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 6,950
Number of single returns 5,640
Number of joint returns 640
Number of head of household returns 550
Number of returns with paid preparer's signature 2,450
Number of exemptions 6,320
Number of dependents 1,460
Total number of volunteer prepared returns [5] 160
Number of volunteer income tax assistance (VITA) prepared returns [3] 50
Number of tax counseling for the elderly (TCE) prepared returns [3] 120
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 650
Number of elderly returns [4] 1,190
Adjust gross income (AGI) [5] $77,592,000
Number of returns with total income 6,950
Salaries and wages amount $79,191,000
Number of returns with salaries and wages 5,630
Salaries and wages amount $60,266
Number of returns with taxable interest 1,000
Taxable interest amount $521
Number of returns with ordinary dividends 950
Ordinary dividends amount $1,597,000
Number of returns with qualified dividends 890
Qualified dividends amount [6] $1,145
Number of returns with state and local income tax refunds 100
State and local income tax refunds amount $39
Number of returns with business or professional net income (less loss) 840
Business or professional net income (less loss) amount $5,823,000
Number of returns with net capital gain (less loss) 680
Net capital gain (less loss) amount $858,000
Number of returns with taxable individual retirement arrangements distributions 490
Taxable individual retirement arrangements distributions amount $3,343,000
Number of returns with taxable pensions and annuities 780
Taxable pensions and annuities amount $6,221,000
Number of farm returns 0
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $340,000
Number of returns with taxable Social Security benefits 350
Taxable Social Security benefits amount $635,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount ($89,000)
Number of returns with total statutory adjustments 1,090
Total statutory adjustments amount $1,599,000
Number of returns with educator expenses 20
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 60
Self-employment health insurance deduction amount $220,000
Number of returns with IRA payments 40
IRA payments amount $199,000
Number of returns with student loan interest deduction 290
Student loan interest deduction amount $248,000
Number of returns with tuition and fees deduction 70
Tuition and fees deduction amount $235,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 380
Total itemized deductions amount $6,383,000
Amount of AGI for itemized returns $5,577,000
Number of returns with State and local income taxes 120
State and local income taxes amount $122,000
Number of returns with State and local general sales tax 200
State and local general sales tax amount $125,000
Number of returns with real estate taxes 300
Real estate taxes amount $1,086,000
Number of returns with taxes paid 370
Taxes paid amount $1,371,000
Number of returns with mortgage interest paid 220
Mortgage interest paid amount $1,057,000
Number of returns with contributions 250
Contributions amount $409,000
Number of returns with taxable income 3,300
Taxable income amount $19,911,000
Number of returns with income tax before credits 3,190
Income tax before credits amount $2,107,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 740
Total tax credits amount $268,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $11,000
Number of returns with nonrefundable education credit 270
Nonrefundable education credit amount $168,000
Number of returns with retirement savings contribution credit 280
Retirement savings contribution credit amount $46,000
Number of returns with child tax credit 100
Child tax credit amount $35,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 710
Self-employment tax amount $994,000
Number of returns with total tax payments 6,220
Total tax payments amount $9,936,000
Number of returns with earned income credit 1,310
Earned income credit amount [8] $3,001,000
Number of returns with excess earned income credit 1,100
Excess earned income credit (refundable) amount [9] $2,539,000
Number of returns with additional child tax credit 630
Additional child tax credit amount $833,000
Number of returns with refundable education credit 310
Refundable education credit amount $267,000
Number of returns with income tax 2,790
Income tax amount [10] $1,839,000
Number of returns with tax liability 3,330
Total tax liability amount [11] $2,950,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 690
Tax due at time of filing amount [12] $669,000
Number of returns with overpayments refunded 5,790
Overpayments refunded amount [13] $7,594,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $50,000

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

Number of returns 4,800
Number of single returns 2,700
Number of joint returns 1,020
Number of head of household returns 710
Number of returns with paid preparer's signature 2,010
Number of exemptions 8,050
Number of dependents 2,310
Total number of volunteer prepared returns [5] 100
Number of volunteer income tax assistance (VITA) prepared returns [3] 40
Number of tax counseling for the elderly (TCE) prepared returns [3] 60
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 730
Number of elderly returns [4] 1,090
Adjust gross income (AGI) [5] $176,047,000
Number of returns with total income 4,800
Salaries and wages amount $178,572,000
Number of returns with salaries and wages 4,040
Salaries and wages amount $138,248
Number of returns with taxable interest 1,010
Taxable interest amount $728
Number of returns with ordinary dividends 840
Ordinary dividends amount $2,349,000
Number of returns with qualified dividends 790
Qualified dividends amount [6] $1,753
Number of returns with state and local income tax refunds 380
State and local income tax refunds amount $163
Number of returns with business or professional net income (less loss) 600
Business or professional net income (less loss) amount $7,357,000
Number of returns with net capital gain (less loss) 640
Net capital gain (less loss) amount $1,744,000
Number of returns with taxable individual retirement arrangements distributions 530
Taxable individual retirement arrangements distributions amount $5,844,000
Number of returns with taxable pensions and annuities 890
Taxable pensions and annuities amount $13,382,000
Number of farm returns 0
Number of returns with unemployment compensation 130
Unemployment compensation amount [7] $604,000
Number of returns with taxable Social Security benefits 850
Taxable Social Security benefits amount $6,368,000
Number of returns with partnership/S-corp net income (less loss) 160
Partnership/S-corp net income (less loss) amount $780,000
Number of returns with total statutory adjustments 1,280
Total statutory adjustments amount $2,525,000
Number of returns with educator expenses 100
Educator expenses amount $24,000
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 $386,000
Number of returns with IRA payments 70
IRA payments amount $282,000
Number of returns with student loan interest deduction 650
Student loan interest deduction amount $700,000
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 880
Total itemized deductions amount $13,493,000
Amount of AGI for itemized returns $34,125,000
Number of returns with State and local income taxes 610
State and local income taxes amount $960,000
Number of returns with State and local general sales tax 240
State and local general sales tax amount $218,000
Number of returns with real estate taxes 700
Real estate taxes amount $2,504,000
Number of returns with taxes paid 870
Taxes paid amount $3,738,000
Number of returns with mortgage interest paid 590
Mortgage interest paid amount $3,108,000
Number of returns with contributions 610
Contributions amount $1,561,000
Number of returns with taxable income 4,650
Taxable income amount $98,933,000
Number of returns with income tax before credits 4,610
Income tax before credits amount $12,252,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,790
Total tax credits amount $1,488,000
Number of returns with foreign tax credit 220
Foreign tax credit amount $13,000
Number of returns with child and dependent care credit 150
Child and dependent care credit amount $80,000
Number of returns with nonrefundable education credit 370
Nonrefundable education credit amount $453,000
Number of returns with retirement savings contribution credit 670
Retirement savings contribution credit amount $129,000
Number of returns with child tax credit 820
Child tax credit amount $788,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $18,000
Number of returns with self-employment tax 460
Self-employment tax amount $1,208,000
Number of returns with total tax payments 4,660
Total tax payments amount $19,834,000
Number of returns with earned income credit 790
Earned income credit amount [8] $1,700,000
Number of returns with excess earned income credit 610
Excess earned income credit (refundable) amount [9] $1,263,000
Number of returns with additional child tax credit 610
Additional child tax credit amount $867,000
Number of returns with refundable education credit 230
Refundable education credit amount $220,000
Number of returns with income tax 4,030
Income tax amount [10] $10,764,000
Number of returns with tax liability 4,240
Total tax liability amount [11] $12,205,000
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] $1,395,000
Number of returns with overpayments refunded 3,860
Overpayments refunded amount [13] $8,855,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $144,000

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

Number of returns 3,700
Number of single returns 1,510
Number of joint returns 1,310
Number of head of household returns 420
Number of returns with paid preparer's signature 1,690
Number of exemptions 7,000
Number of dependents 1,990
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] 370
Number of elderly returns [4] 1,110
Adjust gross income (AGI) [5] $228,903,000
Number of returns with total income 3,700
Salaries and wages amount $232,432,000
Number of returns with salaries and wages 3,100
Salaries and wages amount $170,693
Number of returns with taxable interest 1,200
Taxable interest amount $1,143
Number of returns with ordinary dividends 1,030
Ordinary dividends amount $3,507,000
Number of returns with qualified dividends 970
Qualified dividends amount [6] $2,566
Number of returns with state and local income tax refunds 890
State and local income tax refunds amount $450
Number of returns with business or professional net income (less loss) 490
Business or professional net income (less loss) amount $7,305,000
Number of returns with net capital gain (less loss) 780
Net capital gain (less loss) amount $2,956,000
Number of returns with taxable individual retirement arrangements distributions 580
Taxable individual retirement arrangements distributions amount $9,378,000
Number of returns with taxable pensions and annuities 910
Taxable pensions and annuities amount $20,947,000
Number of farm returns 0
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $423,000
Number of returns with taxable Social Security benefits 800
Taxable Social Security benefits amount $12,883,000
Number of returns with partnership/S-corp net income (less loss) 200
Partnership/S-corp net income (less loss) amount $1,528,000
Number of returns with total statutory adjustments 1,160
Total statutory adjustments amount $3,529,000
Number of returns with educator expenses 120
Educator expenses amount $30,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $477,000
Number of returns with self-employment health insurance deduction 100
Self-employment health insurance deduction amount $500,000
Number of returns with IRA payments 110
IRA payments amount $562,000
Number of returns with student loan interest deduction 560
Student loan interest deduction amount $665,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $83,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,480
Total itemized deductions amount $23,612,000
Amount of AGI for itemized returns $93,200,000
Number of returns with State and local income taxes 1,290
State and local income taxes amount $3,158,000
Number of returns with State and local general sales tax 170
State and local general sales tax amount $179,000
Number of returns with real estate taxes 1,250
Real estate taxes amount $4,680,000
Number of returns with taxes paid 1,480
Taxes paid amount $8,112,000
Number of returns with mortgage interest paid 1,130
Mortgage interest paid amount $5,985,000
Number of returns with contributions 1,060
Contributions amount $3,229,000
Number of returns with taxable income 3,670
Taxable income amount $156,119,000
Number of returns with income tax before credits 3,650
Income tax before credits amount $22,452,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,410
Total tax credits amount $1,813,000
Number of returns with foreign tax credit 290
Foreign tax credit amount $18,000
Number of returns with child and dependent care credit 120
Child and dependent care credit amount $69,000
Number of returns with nonrefundable education credit 290
Nonrefundable education credit amount $412,000
Number of returns with retirement savings contribution credit 210
Retirement savings contribution credit amount $38,000
Number of returns with child tax credit 830
Child tax credit amount $1,241,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $12,000
Number of returns with self-employment tax 390
Self-employment tax amount $1,322,000
Number of returns with total tax payments 3,630
Total tax payments amount $27,332,000
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 110
Additional child tax credit amount $139,000
Number of returns with refundable education credit 210
Refundable education credit amount $222,000
Number of returns with income tax 3,540
Income tax amount [10] $20,640,000
Number of returns with tax liability 3,580
Total tax liability amount [11] $22,164,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 930
Tax due at time of filing amount [12] $2,276,000
Number of returns with overpayments refunded 2,690
Overpayments refunded amount [13] $7,153,000
Number of returns with credit to next year’s estimated tax 90
Credited to next year’s estimated tax amount $221,000

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

Number of returns 3,000
Number of single returns 730
Number of joint returns 1,760
Number of head of household returns 230
Number of returns with paid preparer's signature 1,450
Number of exemptions 6,940
Number of dependents 2,170
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] 230
Number of elderly returns [4] 990
Adjust gross income (AGI) [5] $260,723,000
Number of returns with total income 3,000
Salaries and wages amount $263,762,000
Number of returns with salaries and wages 2,550
Salaries and wages amount $190,915
Number of returns with taxable interest 1,270
Taxable interest amount $1,243
Number of returns with ordinary dividends 1,110
Ordinary dividends amount $4,746,000
Number of returns with qualified dividends 1,050
Qualified dividends amount [6] $3,623
Number of returns with state and local income tax refunds 1,070
State and local income tax refunds amount $607
Number of returns with business or professional net income (less loss) 500
Business or professional net income (less loss) amount $6,725,000
Number of returns with net capital gain (less loss) 840
Net capital gain (less loss) amount $5,095,000
Number of returns with taxable individual retirement arrangements distributions 570
Taxable individual retirement arrangements distributions amount $11,376,000
Number of returns with taxable pensions and annuities 880
Taxable pensions and annuities amount $24,786,000
Number of farm returns 0
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $422,000
Number of returns with taxable Social Security benefits 690
Taxable Social Security benefits amount $14,481,000
Number of returns with partnership/S-corp net income (less loss) 190
Partnership/S-corp net income (less loss) amount $2,202,000
Number of returns with total statutory adjustments 950
Total statutory adjustments amount $3,039,000
Number of returns with educator expenses 110
Educator expenses amount $27,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $366,000
Number of returns with IRA payments 80
IRA payments amount $506,000
Number of returns with student loan interest deduction 390
Student loan interest deduction amount $486,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,710
Total itemized deductions amount $31,024,000
Amount of AGI for itemized returns $149,599,000
Number of returns with State and local income taxes 1,560
State and local income taxes amount $5,415,000
Number of returns with State and local general sales tax 130
State and local general sales tax amount $237,000
Number of returns with real estate taxes 1,560
Real estate taxes amount $6,615,000
Number of returns with taxes paid 1,710
Taxes paid amount $12,393,000
Number of returns with mortgage interest paid 1,360
Mortgage interest paid amount $8,007,000
Number of returns with contributions 1,370
Contributions amount $4,556,000
Number of returns with taxable income 3,000
Taxable income amount $187,132,000
Number of returns with income tax before credits 2,980
Income tax before credits amount $28,293,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,280
Total tax credits amount $1,995,000
Number of returns with foreign tax credit 310
Foreign tax credit amount $62,000
Number of returns with child and dependent care credit 180
Child and dependent care credit amount $106,000
Number of returns with nonrefundable education credit 210
Nonrefundable education credit amount $297,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 850
Child tax credit amount $1,454,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $25,000
Number of returns with self-employment tax 380
Self-employment tax amount $1,159,000
Number of returns with total tax payments 2,970
Total tax payments amount $31,627,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 30
Additional child tax credit amount $50,000
Number of returns with refundable education credit 160
Refundable education credit amount $152,000
Number of returns with income tax 2,950
Income tax amount [10] $26,298,000
Number of returns with tax liability 2,960
Total tax liability amount [11] $27,655,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 900
Tax due at time of filing amount [12] $2,644,000
Number of returns with overpayments refunded 2,040
Overpayments refunded amount [13] $6,388,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $149,000

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

Number of returns 5,640
Number of single returns 560
Number of joint returns 4,550
Number of head of household returns 190
Number of returns with paid preparer's signature 2,640
Number of exemptions 15,750
Number of dependents 5,560
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] 300
Number of elderly returns [4] 1,570
Adjust gross income (AGI) [5] $776,716,000
Number of returns with total income 5,640
Salaries and wages amount $786,013,000
Number of returns with salaries and wages 5,090
Salaries and wages amount $611,257
Number of returns with taxable interest 2,950
Taxable interest amount $3,026
Number of returns with ordinary dividends 2,730
Ordinary dividends amount $15,276,000
Number of returns with qualified dividends 2,610
Qualified dividends amount [6] $12,067
Number of returns with state and local income tax refunds 2,840
State and local income tax refunds amount $2,266
Number of returns with business or professional net income (less loss) 1,030
Business or professional net income (less loss) amount $19,103,000
Number of returns with net capital gain (less loss) 2,150
Net capital gain (less loss) amount $16,333,000
Number of returns with taxable individual retirement arrangements distributions 1,030
Taxable individual retirement arrangements distributions amount $31,613,000
Number of returns with taxable pensions and annuities 1,420
Taxable pensions and annuities amount $47,584,000
Number of farm returns 40
Number of returns with unemployment compensation 160
Unemployment compensation amount [7] $812,000
Number of returns with taxable Social Security benefits 970
Taxable Social Security benefits amount $22,808,000
Number of returns with partnership/S-corp net income (less loss) 520
Partnership/S-corp net income (less loss) amount $12,350,000
Number of returns with total statutory adjustments 2,140
Total statutory adjustments amount $9,297,000
Number of returns with educator expenses 260
Educator expenses amount $64,000
Number of returns with self-employment retirement plans 80
Self-employment retirement plans amount $1,066,000
Number of returns with self-employment health insurance deduction 150
Self-employment health insurance deduction amount $1,314,000
Number of returns with IRA payments 190
IRA payments amount $1,052,000
Number of returns with student loan interest deduction 810
Student loan interest deduction amount $1,017,000
Number of returns with tuition and fees deduction 120
Tuition and fees deduction amount $242,000
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $106,000
Number of returns with itemized deductions 4,520
Total itemized deductions amount $102,129,000
Amount of AGI for itemized returns $633,556,000
Number of returns with State and local income taxes 4,350
State and local income taxes amount $26,015,000
Number of returns with State and local general sales tax 140
State and local general sales tax amount $298,000
Number of returns with real estate taxes 4,270
Real estate taxes amount $21,637,000
Number of returns with taxes paid 4,520
Taxes paid amount $48,336,000
Number of returns with mortgage interest paid 3,820
Mortgage interest paid amount $25,209,000
Number of returns with contributions 3,880
Contributions amount $17,709,000
Number of returns with taxable income 5,640
Taxable income amount $596,914,000
Number of returns with income tax before credits 5,630
Income tax before credits amount $104,374,000
Number of returns with alternative minimum tax 250
Alternative minimum tax amount $460,000
Number of returns with total tax credits 2,670
Total tax credits amount $3,320,000
Number of returns with foreign tax credit 920
Foreign tax credit amount $287,000
Number of returns with child and dependent care credit 540
Child and dependent care credit amount $331,000
Number of returns with nonrefundable education credit 550
Nonrefundable education credit amount $809,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 1,180
Child tax credit amount $1,688,000
Number of returns with residential energy tax credit 130
Residential energy tax credit amount $35,000
Number of returns with self-employment tax 800
Self-employment tax amount $3,188,000
Number of returns with total tax payments 5,620
Total tax payments amount $110,945,000
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 480
Refundable education credit amount $489,000
Number of returns with income tax 5,620
Income tax amount [10] $101,055,000
Number of returns with tax liability 5,620
Total tax liability amount [11] $104,848,000
Number of returns with net investment income tax 110
Net investment income tax $26,000
Number of returns with tax due at time of filing 2,080
Tax due at time of filing amount [12] $8,505,000
Number of returns with overpayments refunded 3,390
Overpayments refunded amount [13] $13,517,000
Number of returns with credit to next year’s estimated tax 210
Credited to next year’s estimated tax amount $946,000

Adjusted Gross Income: $200,000 or more

Number of returns 2,120
Number of single returns 140
Number of joint returns 1,900
Number of head of household returns 40
Number of returns with paid preparer's signature 1,290
Number of exemptions 6,410
Number of dependents 2,390
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] 40
Number of elderly returns [4] 570
Adjust gross income (AGI) [5] $812,866,000
Number of returns with total income 2,120
Salaries and wages amount $828,623,000
Number of returns with salaries and wages 1,960
Salaries and wages amount $525,635
Number of returns with taxable interest 1,590
Taxable interest amount $4,912
Number of returns with ordinary dividends 1,490
Ordinary dividends amount $25,327,000
Number of returns with qualified dividends 1,440
Qualified dividends amount [6] $20,948
Number of returns with state and local income tax refunds 1,130
State and local income tax refunds amount $3,388
Number of returns with business or professional net income (less loss) 440
Business or professional net income (less loss) amount $24,388,000
Number of returns with net capital gain (less loss) 1,410
Net capital gain (less loss) amount $64,952,000
Number of returns with taxable individual retirement arrangements distributions 370
Taxable individual retirement arrangements distributions amount $17,398,000
Number of returns with taxable pensions and annuities 490
Taxable pensions and annuities amount $22,175,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $193,000
Number of returns with taxable Social Security benefits 270
Taxable Social Security benefits amount $6,879,000
Number of returns with partnership/S-corp net income (less loss) 550
Partnership/S-corp net income (less loss) amount $118,846,000
Number of returns with total statutory adjustments 710
Total statutory adjustments amount $15,757,000
Number of returns with educator expenses 60
Educator expenses amount $14,000
Number of returns with self-employment retirement plans 120
Self-employment retirement plans amount $3,180,000
Number of returns with self-employment health insurance deduction 200
Self-employment health insurance deduction amount $2,533,000
Number of returns with IRA payments 30
IRA payments amount $348,000
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 $3,917,000
Number of returns with itemized deductions 2,020
Total itemized deductions amount $80,588,000
Amount of AGI for itemized returns $774,249,000
Number of returns with State and local income taxes 1,970
State and local income taxes amount $34,566,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $94,000
Number of returns with real estate taxes 1,950
Real estate taxes amount $15,314,000
Number of returns with taxes paid 2,020
Taxes paid amount $50,436,000
Number of returns with mortgage interest paid 1,570
Mortgage interest paid amount $13,527,000
Number of returns with contributions 1,860
Contributions amount $17,827,000
Number of returns with taxable income 2,120
Taxable income amount $711,640,000
Number of returns with income tax before credits 2,120
Income tax before credits amount $187,424,000
Number of returns with alternative minimum tax 1,130
Alternative minimum tax amount $4,737,000
Number of returns with total tax credits 940
Total tax credits amount $2,494,000
Number of returns with foreign tax credit 750
Foreign tax credit amount $1,350,000
Number of returns with child and dependent care credit 200
Child and dependent care credit amount $105,000
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 50
Residential energy tax credit amount $24,000
Number of returns with self-employment tax 430
Self-employment tax amount $3,198,000
Number of returns with total tax payments 2,110
Total tax payments amount $188,308,000
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 2,120
Income tax amount [10] $184,930,000
Number of returns with tax liability 2,120
Total tax liability amount [11] $192,639,000
Number of returns with net investment income tax 1,160
Net investment income tax $2,412,000
Number of returns with tax due at time of filing 1,140
Tax due at time of filing amount [12] $22,308,000
Number of returns with overpayments refunded 790
Overpayments refunded amount [13] $6,622,000
Number of returns with credit to next year’s estimated tax 230
Credited to next year’s estimated tax amount $11,166,000

[1] The use of prior-year returns as a proxy for returns that are filed beyond the current processing year is consistent with SOI’s national, state, county, and ZIP code tabulations. A description of SOI’s sample, which is used as an input for the geographic data, and the use of prior-year returns, can be found at https://www.irs.gov/statistics/soi-tax-stats-individual-income-tax-returns-publication-1304-complete-report#_sec2.

[2] For complete individual income tax tabulations at the State level, see the historic table posted to Tax Stats at http://www.irs.gov/uac/SOI-Tax-Stats---Historic-Table-2.

[3] The "Number of volunteer prepared returns" shows counts of returns prepared by IRS-certified volunteers for taxpayers with limited income, persons with disabilities, limited English speaking taxpayers, current and former members of the military, and taxpayers who are 60 years of age and older.

[4] Includes primary taxpayers 60 years of age and older.

[5] Does not include returns with adjusted gross deficit.

[6] “Qualified dividends” are ordinary dividends received in tax years beginning after 2002 that meet certain conditions and receive preferential tax rates.

[7] Includes the Alaskan permanent fund, reported by residents of Alaska on Forms 1040A and 1040EZ's. 
This fund only applies to statistics in the totals, and the state of Alaska.

[8] Earned income credit includes both the refundable and non-refundable portions. The non-refundable portion could reduce income tax and certain related taxes to zero. The earned income credit amounts in excess of total tax liability, or amounts when there was no tax liability at all, were refundable. See footnote 9 below for explanation of the refundable portion of the earned income credit.

[9] The refundable portion of the earned income credit equals total income tax minus the earned income credit. If the result is negative, this amount is considered the refundable portion. No other refundable credits were taken into account for this calculation.

[10] Income tax reflects the amount reported on Form 1040 line 56. It also includes data from Form 1040A and 1040EZ filers.

[11] “Total tax liability” differs from “Income tax”, in that “Total tax liability” includes the taxes from recapture of certain prior-year credits, tax applicable to individual retirement arrangements (IRA's), social security taxes on self-employment income and on certain tip income, advanced earned income payments, household employment taxes, and certain other taxes listed in the Form 1040 instructions.

[12] Reflects payments to or withholdings made to "Total tax liability". This is the amount the tax filer owes when the income tax return is filed.

[13] The amount of overpayments the tax filer requested to have refunded.