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ZIP Code Database - Facts & Stats

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ZIP Code 48307 Income Tax Stats

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

ZIP Code 48307 Data

Zip Code:48307
City:Rochester
State:MI [Michigan]
Counties: OAKLAND, MI
City Alias(es):Rochester
Area Code:248
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





48307 Income Tax Overview

Total Number of Tax Returns for ZIP Code 48307 [1] 21,690
Total Number of Single Tax Returns for ZIP Code 48307 7,520
Total Number of Joint Tax Returns for ZIP Code 48307 8,930
Total Number of Dependents for ZIP Code 48307 12,080
Total Adjusted Gross Income for ZIP Code 48307 $1,902,237,000
Average Income per Person for ZIP Code 48307 $45,982
Average Income per Household for ZIP Code 48307 $87,701

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 6,260
Number of single returns 5,140
Number of joint returns 600
Number of head of household returns 450
Number of returns with paid preparer's signature 2,950
Number of exemptions 6,020
Number of dependents 1,130
Total number of volunteer prepared returns [5] 190
Number of volunteer income tax assistance (VITA) prepared returns [3] 60
Number of tax counseling for the elderly (TCE) prepared returns [3] 130
Number of volunteer prepared returns with Earned Income Credit 30
Number of refund anticipation check returns [3] 540
Number of elderly returns [4] 1,510
Adjust gross income (AGI) [5] $68,619,000
Number of returns with total income 6,260
Salaries and wages amount $70,215,000
Number of returns with salaries and wages 4,580
Salaries and wages amount $49,360
Number of returns with taxable interest 1,180
Taxable interest amount $569
Number of returns with ordinary dividends 810
Ordinary dividends amount $1,511,000
Number of returns with qualified dividends 740
Qualified dividends amount [6] $917
Number of returns with state and local income tax refunds 110
State and local income tax refunds amount $57
Number of returns with business or professional net income (less loss) 870
Business or professional net income (less loss) amount $5,796,000
Number of returns with net capital gain (less loss) 720
Net capital gain (less loss) amount $903,000
Number of returns with taxable individual retirement arrangements distributions 480
Taxable individual retirement arrangements distributions amount $2,816,000
Number of returns with taxable pensions and annuities 950
Taxable pensions and annuities amount $8,210,000
Number of farm returns 0
Number of returns with unemployment compensation 100
Unemployment compensation amount [7] $394,000
Number of returns with taxable Social Security benefits 410
Taxable Social Security benefits amount $745,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount ($129,000)
Number of returns with total statutory adjustments 1,040
Total statutory adjustments amount $1,596,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 100
Self-employment health insurance deduction amount $335,000
Number of returns with IRA payments 40
IRA payments amount $173,000
Number of returns with student loan interest deduction 240
Student loan interest deduction amount $242,000
Number of returns with tuition and fees deduction 90
Tuition and fees deduction amount $233,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 470
Total itemized deductions amount $7,386,000
Amount of AGI for itemized returns $6,793,000
Number of returns with State and local income taxes 200
State and local income taxes amount $179,000
Number of returns with State and local general sales tax 230
State and local general sales tax amount $128,000
Number of returns with real estate taxes 350
Real estate taxes amount $1,119,000
Number of returns with taxes paid 460
Taxes paid amount $1,549,000
Number of returns with mortgage interest paid 230
Mortgage interest paid amount $1,325,000
Number of returns with contributions 330
Contributions amount $645,000
Number of returns with taxable income 2,820
Taxable income amount $17,230,000
Number of returns with income tax before credits 2,740
Income tax before credits amount $1,803,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 670
Total tax credits amount $253,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $6,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 270
Nonrefundable education credit amount $172,000
Number of returns with retirement savings contribution credit 240
Retirement savings contribution credit amount $38,000
Number of returns with child tax credit 90
Child tax credit amount $30,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 740
Self-employment tax amount $1,018,000
Number of returns with total tax payments 5,310
Total tax payments amount $8,532,000
Number of returns with earned income credit 1,260
Earned income credit amount [8] $2,431,000
Number of returns with excess earned income credit 1,010
Excess earned income credit (refundable) amount [9] $1,975,000
Number of returns with additional child tax credit 490
Additional child tax credit amount $593,000
Number of returns with refundable education credit 300
Refundable education credit amount $270,000
Number of returns with income tax 2,380
Income tax amount [10] $1,550,000
Number of returns with tax liability 2,980
Total tax liability amount [11] $2,704,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 640
Tax due at time of filing amount [12] $548,000
Number of returns with overpayments refunded 4,850
Overpayments refunded amount [13] $6,280,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $87,000

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

Number of returns 3,770
Number of single returns 2,390
Number of joint returns 840
Number of head of household returns 450
Number of returns with paid preparer's signature 1,910
Number of exemptions 6,000
Number of dependents 1,450
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] 440
Number of elderly returns [4] 960
Adjust gross income (AGI) [5] $138,226,000
Number of returns with total income 3,770
Salaries and wages amount $140,699,000
Number of returns with salaries and wages 3,080
Salaries and wages amount $104,529
Number of returns with taxable interest 930
Taxable interest amount $636
Number of returns with ordinary dividends 670
Ordinary dividends amount $1,973,000
Number of returns with qualified dividends 620
Qualified dividends amount [6] $1,249
Number of returns with state and local income tax refunds 260
State and local income tax refunds amount $119
Number of returns with business or professional net income (less loss) 570
Business or professional net income (less loss) amount $6,645,000
Number of returns with net capital gain (less loss) 610
Net capital gain (less loss) amount $1,376,000
Number of returns with taxable individual retirement arrangements distributions 450
Taxable individual retirement arrangements distributions amount $4,493,000
Number of returns with taxable pensions and annuities 750
Taxable pensions and annuities amount $12,800,000
Number of farm returns 0
Number of returns with unemployment compensation 150
Unemployment compensation amount [7] $579,000
Number of returns with taxable Social Security benefits 730
Taxable Social Security benefits amount $5,539,000
Number of returns with partnership/S-corp net income (less loss) 170
Partnership/S-corp net income (less loss) amount $1,351,000
Number of returns with total statutory adjustments 1,080
Total statutory adjustments amount $2,473,000
Number of returns with educator expenses 80
Educator expenses amount $19,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $177,000
Number of returns with self-employment health insurance deduction 110
Self-employment health insurance deduction amount $491,000
Number of returns with IRA payments 110
IRA payments amount $410,000
Number of returns with student loan interest deduction 520
Student loan interest deduction amount $622,000
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 710
Total itemized deductions amount $11,083,000
Amount of AGI for itemized returns $27,276,000
Number of returns with State and local income taxes 490
State and local income taxes amount $864,000
Number of returns with State and local general sales tax 200
State and local general sales tax amount $167,000
Number of returns with real estate taxes 590
Real estate taxes amount $1,867,000
Number of returns with taxes paid 710
Taxes paid amount $3,120,000
Number of returns with mortgage interest paid 450
Mortgage interest paid amount $2,445,000
Number of returns with contributions 570
Contributions amount $1,434,000
Number of returns with taxable income 3,660
Taxable income amount $78,043,000
Number of returns with income tax before credits 3,620
Income tax before credits amount $9,737,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,310
Total tax credits amount $1,072,000
Number of returns with foreign tax credit 200
Foreign tax credit amount $23,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $45,000
Number of returns with nonrefundable education credit 390
Nonrefundable education credit amount $455,000
Number of returns with retirement savings contribution credit 440
Retirement savings contribution credit amount $92,000
Number of returns with child tax credit 500
Child tax credit amount $452,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $10,000
Number of returns with self-employment tax 440
Self-employment tax amount $1,115,000
Number of returns with total tax payments 3,650
Total tax payments amount $15,655,000
Number of returns with earned income credit 560
Earned income credit amount [8] $1,173,000
Number of returns with excess earned income credit 410
Excess earned income credit (refundable) amount [9] $835,000
Number of returns with additional child tax credit 370
Additional child tax credit amount $515,000
Number of returns with refundable education credit 230
Refundable education credit amount $207,000
Number of returns with income tax 3,240
Income tax amount [10] $8,666,000
Number of returns with tax liability 3,390
Total tax liability amount [11] $9,953,000
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] $1,088,000
Number of returns with overpayments refunded 3,000
Overpayments refunded amount [13] $6,612,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $134,000

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

Number of returns 2,980
Number of single returns 1,580
Number of joint returns 1,050
Number of head of household returns 280
Number of returns with paid preparer's signature 1,690
Number of exemptions 5,370
Number of dependents 1,350
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] 230
Number of elderly returns [4] 800
Adjust gross income (AGI) [5] $186,462,000
Number of returns with total income 2,980
Salaries and wages amount $188,939,000
Number of returns with salaries and wages 2,510
Salaries and wages amount $143,035
Number of returns with taxable interest 1,000
Taxable interest amount $875
Number of returns with ordinary dividends 710
Ordinary dividends amount $2,622,000
Number of returns with qualified dividends 660
Qualified dividends amount [6] $1,689
Number of returns with state and local income tax refunds 480
State and local income tax refunds amount $222
Number of returns with business or professional net income (less loss) 360
Business or professional net income (less loss) amount $3,811,000
Number of returns with net capital gain (less loss) 670
Net capital gain (less loss) amount $2,747,000
Number of returns with taxable individual retirement arrangements distributions 430
Taxable individual retirement arrangements distributions amount $6,519,000
Number of returns with taxable pensions and annuities 670
Taxable pensions and annuities amount $15,412,000
Number of farm returns 0
Number of returns with unemployment compensation 100
Unemployment compensation amount [7] $354,000
Number of returns with taxable Social Security benefits 630
Taxable Social Security benefits amount $10,527,000
Number of returns with partnership/S-corp net income (less loss) 160
Partnership/S-corp net income (less loss) amount $1,990,000
Number of returns with total statutory adjustments 930
Total statutory adjustments amount $2,477,000
Number of returns with educator expenses 70
Educator expenses amount $16,000
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 $426,000
Number of returns with IRA payments 90
IRA payments amount $479,000
Number of returns with student loan interest deduction 490
Student loan interest deduction amount $558,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $96,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,060
Total itemized deductions amount $17,094,000
Amount of AGI for itemized returns $67,399,000
Number of returns with State and local income taxes 930
State and local income taxes amount $2,374,000
Number of returns with State and local general sales tax 130
State and local general sales tax amount $160,000
Number of returns with real estate taxes 880
Real estate taxes amount $2,941,000
Number of returns with taxes paid 1,060
Taxes paid amount $5,742,000
Number of returns with mortgage interest paid 760
Mortgage interest paid amount $4,392,000
Number of returns with contributions 840
Contributions amount $2,185,000
Number of returns with taxable income 2,970
Taxable income amount $129,970,000
Number of returns with income tax before credits 2,960
Income tax before credits amount $19,057,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,080
Total tax credits amount $1,318,000
Number of returns with foreign tax credit 260
Foreign tax credit amount $47,000
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $47,000
Number of returns with nonrefundable education credit 210
Nonrefundable education credit amount $303,000
Number of returns with retirement savings contribution credit 150
Retirement savings contribution credit amount $27,000
Number of returns with child tax credit 600
Child tax credit amount $868,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $10,000
Number of returns with self-employment tax 260
Self-employment tax amount $735,000
Number of returns with total tax payments 2,930
Total tax payments amount $22,908,000
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 70
Additional child tax credit amount $101,000
Number of returns with refundable education credit 150
Refundable education credit amount $146,000
Number of returns with income tax 2,890
Income tax amount [10] $17,739,000
Number of returns with tax liability 2,920
Total tax liability amount [11] $18,598,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 700
Tax due at time of filing amount [12] $1,423,000
Number of returns with overpayments refunded 2,210
Overpayments refunded amount [13] $5,475,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $222,000

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

Number of returns 2,560
Number of single returns 920
Number of joint returns 1,390
Number of head of household returns 190
Number of returns with paid preparer's signature 1,400
Number of exemptions 5,610
Number of dependents 1,660
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] 720
Adjust gross income (AGI) [5] $221,938,000
Number of returns with total income 2,560
Salaries and wages amount $223,979,000
Number of returns with salaries and wages 2,180
Salaries and wages amount $172,288
Number of returns with taxable interest 1,010
Taxable interest amount $987
Number of returns with ordinary dividends 720
Ordinary dividends amount $2,800,000
Number of returns with qualified dividends 670
Qualified dividends amount [6] $1,826
Number of returns with state and local income tax refunds 590
State and local income tax refunds amount $272
Number of returns with business or professional net income (less loss) 330
Business or professional net income (less loss) amount $3,810,000
Number of returns with net capital gain (less loss) 700
Net capital gain (less loss) amount $3,446,000
Number of returns with taxable individual retirement arrangements distributions 440
Taxable individual retirement arrangements distributions amount $8,244,000
Number of returns with taxable pensions and annuities 570
Taxable pensions and annuities amount $17,041,000
Number of farm returns 0
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $194,000
Number of returns with taxable Social Security benefits 550
Taxable Social Security benefits amount $12,288,000
Number of returns with partnership/S-corp net income (less loss) 160
Partnership/S-corp net income (less loss) amount $1,823,000
Number of returns with total statutory adjustments 640
Total statutory adjustments amount $2,041,000
Number of returns with educator expenses 60
Educator expenses amount $15,000
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 $280,000
Number of returns with IRA payments 60
IRA payments amount $379,000
Number of returns with student loan interest deduction 220
Student loan interest deduction amount $243,000
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 $70,000
Number of returns with itemized deductions 1,240
Total itemized deductions amount $22,904,000
Amount of AGI for itemized returns $107,791,000
Number of returns with State and local income taxes 1,120
State and local income taxes amount $3,915,000
Number of returns with State and local general sales tax 100
State and local general sales tax amount $126,000
Number of returns with real estate taxes 1,090
Real estate taxes amount $3,938,000
Number of returns with taxes paid 1,230
Taxes paid amount $8,364,000
Number of returns with mortgage interest paid 940
Mortgage interest paid amount $5,967,000
Number of returns with contributions 1,010
Contributions amount $3,179,000
Number of returns with taxable income 2,550
Taxable income amount $162,303,000
Number of returns with income tax before credits 2,540
Income tax before credits amount $25,453,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,110
Total tax credits amount $1,646,000
Number of returns with foreign tax credit 290
Foreign tax credit amount $105,000
Number of returns with child and dependent care credit 120
Child and dependent care credit amount $61,000
Number of returns with nonrefundable education credit 230
Nonrefundable education credit amount $317,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 710
Child tax credit amount $1,130,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $11,000
Number of returns with self-employment tax 240
Self-employment tax amount $670,000
Number of returns with total tax payments 2,540
Total tax payments amount $29,169,000
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 140
Refundable education credit amount $131,000
Number of returns with income tax 2,530
Income tax amount [10] $23,806,000
Number of returns with tax liability 2,530
Total tax liability amount [11] $24,553,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 600
Tax due at time of filing amount [12] $1,628,000
Number of returns with overpayments refunded 1,900
Overpayments refunded amount [13] $5,957,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $229,000

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

Number of returns 4,440
Number of single returns 700
Number of joint returns 3,530
Number of head of household returns 180
Number of returns with paid preparer's signature 2,520
Number of exemptions 12,330
Number of dependents 4,360
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 150
Number of elderly returns [4] 1,170
Adjust gross income (AGI) [5] $613,265,000
Number of returns with total income 4,440
Salaries and wages amount $619,559,000
Number of returns with salaries and wages 4,000
Salaries and wages amount $493,434
Number of returns with taxable interest 2,390
Taxable interest amount $2,585
Number of returns with ordinary dividends 1,770
Ordinary dividends amount $8,997,000
Number of returns with qualified dividends 1,640
Qualified dividends amount [6] $6,571
Number of returns with state and local income tax refunds 1,990
State and local income tax refunds amount $1,296
Number of returns with business or professional net income (less loss) 720
Business or professional net income (less loss) amount $12,997,000
Number of returns with net capital gain (less loss) 1,630
Net capital gain (less loss) amount $11,019,000
Number of returns with taxable individual retirement arrangements distributions 700
Taxable individual retirement arrangements distributions amount $19,175,000
Number of returns with taxable pensions and annuities 1,010
Taxable pensions and annuities amount $36,499,000
Number of farm returns 0
Number of returns with unemployment compensation 120
Unemployment compensation amount [7] $393,000
Number of returns with taxable Social Security benefits 780
Taxable Social Security benefits amount $19,915,000
Number of returns with partnership/S-corp net income (less loss) 440
Partnership/S-corp net income (less loss) amount $9,855,000
Number of returns with total statutory adjustments 1,450
Total statutory adjustments amount $6,294,000
Number of returns with educator expenses 210
Educator expenses amount $58,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $646,000
Number of returns with self-employment health insurance deduction 140
Self-employment health insurance deduction amount $1,156,000
Number of returns with IRA payments 180
IRA payments amount $1,004,000
Number of returns with student loan interest deduction 390
Student loan interest deduction amount $482,000
Number of returns with tuition and fees deduction 90
Tuition and fees deduction amount $180,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 3,280
Total itemized deductions amount $74,106,000
Amount of AGI for itemized returns $467,949,000
Number of returns with State and local income taxes 3,180
State and local income taxes amount $18,576,000
Number of returns with State and local general sales tax 90
State and local general sales tax amount $167,000
Number of returns with real estate taxes 3,100
Real estate taxes amount $14,256,000
Number of returns with taxes paid 3,280
Taxes paid amount $34,321,000
Number of returns with mortgage interest paid 2,760
Mortgage interest paid amount $20,207,000
Number of returns with contributions 2,890
Contributions amount $11,208,000
Number of returns with taxable income 4,440
Taxable income amount $474,932,000
Number of returns with income tax before credits 4,430
Income tax before credits amount $83,856,000
Number of returns with alternative minimum tax 90
Alternative minimum tax amount $210,000
Number of returns with total tax credits 2,160
Total tax credits amount $2,636,000
Number of returns with foreign tax credit 730
Foreign tax credit amount $352,000
Number of returns with child and dependent care credit 410
Child and dependent care credit amount $214,000
Number of returns with nonrefundable education credit 440
Nonrefundable education credit amount $676,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 960
Child tax credit amount $1,248,000
Number of returns with residential energy tax credit 130
Residential energy tax credit amount $43,000
Number of returns with self-employment tax 580
Self-employment tax amount $2,102,000
Number of returns with total tax payments 4,420
Total tax payments amount $90,915,000
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 360
Refundable education credit amount $378,000
Number of returns with income tax 4,430
Income tax amount [10] $81,220,000
Number of returns with tax liability 4,430
Total tax liability amount [11] $83,646,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,470
Tax due at time of filing amount [12] $5,582,000
Number of returns with overpayments refunded 2,790
Overpayments refunded amount [13] $11,551,000
Number of returns with credit to next year’s estimated tax 200
Credited to next year’s estimated tax amount $1,232,000

Adjusted Gross Income: $200,000 or more

Number of returns 1,680
Number of single returns 110
Number of joint returns 1,520
Number of head of household returns 50
Number of returns with paid preparer's signature 1,120
Number of exemptions 5,330
Number of dependents 2,130
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] 20
Number of elderly returns [4] 340
Adjust gross income (AGI) [5] $673,727,000
Number of returns with total income 1,680
Salaries and wages amount $682,620,000
Number of returns with salaries and wages 1,600
Salaries and wages amount $456,955
Number of returns with taxable interest 1,250
Taxable interest amount $6,380
Number of returns with ordinary dividends 1,100
Ordinary dividends amount $15,074,000
Number of returns with qualified dividends 1,060
Qualified dividends amount [6] $11,043
Number of returns with state and local income tax refunds 890
State and local income tax refunds amount $1,734
Number of returns with business or professional net income (less loss) 310
Business or professional net income (less loss) amount $13,999,000
Number of returns with net capital gain (less loss) 1,070
Net capital gain (less loss) amount $64,376,000
Number of returns with taxable individual retirement arrangements distributions 240
Taxable individual retirement arrangements distributions amount $8,909,000
Number of returns with taxable pensions and annuities 260
Taxable pensions and annuities amount $11,500,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $92,000
Number of returns with taxable Social Security benefits 170
Taxable Social Security benefits amount $5,078,000
Number of returns with partnership/S-corp net income (less loss) 470
Partnership/S-corp net income (less loss) amount $90,640,000
Number of returns with total statutory adjustments 570
Total statutory adjustments amount $8,893,000
Number of returns with educator expenses 80
Educator expenses amount $18,000
Number of returns with self-employment retirement plans 80
Self-employment retirement plans amount $2,009,000
Number of returns with self-employment health insurance deduction 150
Self-employment health insurance deduction amount $2,004,000
Number of returns with IRA payments 30
IRA payments amount $268,000
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 $1,834,000
Number of returns with itemized deductions 1,610
Total itemized deductions amount $65,480,000
Amount of AGI for itemized returns $652,530,000
Number of returns with State and local income taxes 1,600
State and local income taxes amount $29,532,000
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 1,550
Real estate taxes amount $11,039,000
Number of returns with taxes paid 1,610
Taxes paid amount $41,487,000
Number of returns with mortgage interest paid 1,300
Mortgage interest paid amount $12,629,000
Number of returns with contributions 1,500
Contributions amount $11,016,000
Number of returns with taxable income 1,680
Taxable income amount $591,436,000
Number of returns with income tax before credits 1,680
Income tax before credits amount $157,372,000
Number of returns with alternative minimum tax 830
Alternative minimum tax amount $3,257,000
Number of returns with total tax credits 810
Total tax credits amount $5,589,000
Number of returns with foreign tax credit 600
Foreign tax credit amount $4,893,000
Number of returns with child and dependent care credit 190
Child and dependent care credit amount $101,000
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 $13,000
Number of returns with self-employment tax 320
Self-employment tax amount $2,366,000
Number of returns with total tax payments 1,680
Total tax payments amount $159,580,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 0
Refundable education credit amount $0
Number of returns with income tax 1,680
Income tax amount [10] $151,783,000
Number of returns with tax liability 1,680
Total tax liability amount [11] $157,355,000
Number of returns with net investment income tax 840
Net investment income tax $1,586,000
Number of returns with tax due at time of filing 850
Tax due at time of filing amount [12] $12,763,000
Number of returns with overpayments refunded 670
Overpayments refunded amount [13] $6,878,000
Number of returns with credit to next year’s estimated tax 200
Credited to next year’s estimated tax amount $8,017,000

[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.