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ZIP Code Database - Facts & Stats

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ZIP Code 55337 Income Tax Stats

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

ZIP Code 55337 Data

Zip Code:55337
City:Burnsville
State:MN [Minnesota]
Counties: DAKOTA, MN
City Alias(es):Burnsville
Area Code:952 / 651
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





55337 Income Tax Overview

Total Number of Tax Returns for ZIP Code 55337 [1] 24,100
Total Number of Single Tax Returns for ZIP Code 55337 7,630
Total Number of Joint Tax Returns for ZIP Code 55337 8,250
Total Number of Dependents for ZIP Code 55337 13,430
Total Adjusted Gross Income for ZIP Code 55337 $1,531,080,000
Average Income per Person for ZIP Code 55337 $34,518
Average Income per Household for ZIP Code 55337 $63,530

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 7,010
Number of single returns 5,270
Number of joint returns 630
Number of head of household returns 1,010
Number of returns with paid preparer's signature 3,150
Number of exemptions 8,690
Number of dependents 2,640
Total number of volunteer prepared returns [5] 370
Number of volunteer income tax assistance (VITA) prepared returns [3] 150
Number of tax counseling for the elderly (TCE) prepared returns [3] 220
Number of volunteer prepared returns with Earned Income Credit 80
Number of refund anticipation check returns [3] 950
Number of elderly returns [4] 1,380
Adjust gross income (AGI) [5] $87,034,000
Number of returns with total income 7,010
Salaries and wages amount $88,627,000
Number of returns with salaries and wages 5,480
Salaries and wages amount $66,914
Number of returns with taxable interest 890
Taxable interest amount $458
Number of returns with ordinary dividends 640
Ordinary dividends amount $992,000
Number of returns with qualified dividends 570
Qualified dividends amount [6] $635
Number of returns with state and local income tax refunds 110
State and local income tax refunds amount $65
Number of returns with business or professional net income (less loss) 1,040
Business or professional net income (less loss) amount $8,218,000
Number of returns with net capital gain (less loss) 560
Net capital gain (less loss) amount $593,000
Number of returns with taxable individual retirement arrangements distributions 560
Taxable individual retirement arrangements distributions amount $3,811,000
Number of returns with taxable pensions and annuities 850
Taxable pensions and annuities amount $6,479,000
Number of farm returns 0
Number of returns with unemployment compensation 140
Unemployment compensation amount [7] $656,000
Number of returns with taxable Social Security benefits 370
Taxable Social Security benefits amount $762,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $406,000
Number of returns with total statutory adjustments 1,330
Total statutory adjustments amount $1,593,000
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 70
Self-employment health insurance deduction amount $239,000
Number of returns with IRA payments 30
IRA payments amount $96,000
Number of returns with student loan interest deduction 350
Student loan interest deduction amount $324,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $124,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 460
Total itemized deductions amount $6,996,000
Amount of AGI for itemized returns $6,929,000
Number of returns with State and local income taxes 190
State and local income taxes amount $208,000
Number of returns with State and local general sales tax 230
State and local general sales tax amount $157,000
Number of returns with real estate taxes 360
Real estate taxes amount $836,000
Number of returns with taxes paid 450
Taxes paid amount $1,265,000
Number of returns with mortgage interest paid 270
Mortgage interest paid amount $1,409,000
Number of returns with contributions 330
Contributions amount $692,000
Number of returns with taxable income 3,250
Taxable income amount $20,010,000
Number of returns with income tax before credits 3,180
Income tax before credits amount $2,092,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 860
Total tax credits amount $311,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $10,000
Number of returns with nonrefundable education credit 280
Nonrefundable education credit amount $177,000
Number of returns with retirement savings contribution credit 300
Retirement savings contribution credit amount $49,000
Number of returns with child tax credit 230
Child tax credit amount $72,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 910
Self-employment tax amount $1,277,000
Number of returns with total tax payments 6,180
Total tax payments amount $12,867,000
Number of returns with earned income credit 2,110
Earned income credit amount [8] $5,337,000
Number of returns with excess earned income credit 1,820
Excess earned income credit (refundable) amount [9] $4,587,000
Number of returns with additional child tax credit 1,210
Additional child tax credit amount $1,604,000
Number of returns with refundable education credit 320
Refundable education credit amount $270,000
Number of returns with income tax 2,680
Income tax amount [10] $1,781,000
Number of returns with tax liability 3,500
Total tax liability amount [11] $3,205,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 720
Tax due at time of filing amount [12] $587,000
Number of returns with overpayments refunded 5,700
Overpayments refunded amount [13] $10,215,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $29,000

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

Number of returns 6,420
Number of single returns 4,060
Number of joint returns 1,020
Number of head of household returns 1,160
Number of returns with paid preparer's signature 2,870
Number of exemptions 10,920
Number of dependents 3,530
Total number of volunteer prepared returns [5] 160
Number of volunteer income tax assistance (VITA) prepared returns [3] 100
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] 1,040
Number of elderly returns [4] 1,100
Adjust gross income (AGI) [5] $235,428,000
Number of returns with total income 6,420
Salaries and wages amount $238,391,000
Number of returns with salaries and wages 5,700
Salaries and wages amount $200,492
Number of returns with taxable interest 950
Taxable interest amount $469
Number of returns with ordinary dividends 670
Ordinary dividends amount $1,624,000
Number of returns with qualified dividends 610
Qualified dividends amount [6] $1,052
Number of returns with state and local income tax refunds 510
State and local income tax refunds amount $292
Number of returns with business or professional net income (less loss) 690
Business or professional net income (less loss) amount $6,842,000
Number of returns with net capital gain (less loss) 570
Net capital gain (less loss) amount $1,094,000
Number of returns with taxable individual retirement arrangements distributions 530
Taxable individual retirement arrangements distributions amount $5,849,000
Number of returns with taxable pensions and annuities 910
Taxable pensions and annuities amount $12,551,000
Number of farm returns 0
Number of returns with unemployment compensation 240
Unemployment compensation amount [7] $1,262,000
Number of returns with taxable Social Security benefits 780
Taxable Social Security benefits amount $5,843,000
Number of returns with partnership/S-corp net income (less loss) 130
Partnership/S-corp net income (less loss) amount $1,390,000
Number of returns with total statutory adjustments 1,680
Total statutory adjustments amount $2,963,000
Number of returns with educator expenses 80
Educator expenses amount $19,000
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 $332,000
Number of returns with IRA payments 110
IRA payments amount $381,000
Number of returns with student loan interest deduction 1,000
Student loan interest deduction amount $1,154,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $43,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,200
Total itemized deductions amount $17,243,000
Amount of AGI for itemized returns $47,100,000
Number of returns with State and local income taxes 1,030
State and local income taxes amount $1,876,000
Number of returns with State and local general sales tax 140
State and local general sales tax amount $171,000
Number of returns with real estate taxes 960
Real estate taxes amount $2,157,000
Number of returns with taxes paid 1,190
Taxes paid amount $4,447,000
Number of returns with mortgage interest paid 850
Mortgage interest paid amount $4,624,000
Number of returns with contributions 860
Contributions amount $2,163,000
Number of returns with taxable income 6,230
Taxable income amount $133,066,000
Number of returns with income tax before credits 6,200
Income tax before credits amount $16,675,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 2,290
Total tax credits amount $1,955,000
Number of returns with foreign tax credit 170
Foreign tax credit amount $18,000
Number of returns with child and dependent care credit 230
Child and dependent care credit amount $125,000
Number of returns with nonrefundable education credit 460
Nonrefundable education credit amount $466,000
Number of returns with retirement savings contribution credit 790
Retirement savings contribution credit amount $129,000
Number of returns with child tax credit 1,260
Child tax credit amount $1,201,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $6,000
Number of returns with self-employment tax 520
Self-employment tax amount $1,278,000
Number of returns with total tax payments 6,270
Total tax payments amount $26,461,000
Number of returns with earned income credit 1,240
Earned income credit amount [8] $2,667,000
Number of returns with excess earned income credit 1,000
Excess earned income credit (refundable) amount [9] $2,090,000
Number of returns with additional child tax credit 940
Additional child tax credit amount $1,428,000
Number of returns with refundable education credit 320
Refundable education credit amount $268,000
Number of returns with income tax 5,340
Income tax amount [10] $14,720,000
Number of returns with tax liability 5,600
Total tax liability amount [11] $16,238,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,130
Tax due at time of filing amount [12] $1,583,000
Number of returns with overpayments refunded 5,230
Overpayments refunded amount [13] $11,683,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $60,000

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

Number of returns 3,840
Number of single returns 1,980
Number of joint returns 1,300
Number of head of household returns 470
Number of returns with paid preparer's signature 1,880
Number of exemptions 7,270
Number of dependents 2,150
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] 410
Number of elderly returns [4] 1,030
Adjust gross income (AGI) [5] $235,023,000
Number of returns with total income 3,840
Salaries and wages amount $237,831,000
Number of returns with salaries and wages 3,320
Salaries and wages amount $185,793
Number of returns with taxable interest 1,100
Taxable interest amount $682
Number of returns with ordinary dividends 760
Ordinary dividends amount $1,948,000
Number of returns with qualified dividends 700
Qualified dividends amount [6] $1,261
Number of returns with state and local income tax refunds 810
State and local income tax refunds amount $537
Number of returns with business or professional net income (less loss) 420
Business or professional net income (less loss) amount $4,785,000
Number of returns with net capital gain (less loss) 630
Net capital gain (less loss) amount $2,063,000
Number of returns with taxable individual retirement arrangements distributions 550
Taxable individual retirement arrangements distributions amount $8,598,000
Number of returns with taxable pensions and annuities 840
Taxable pensions and annuities amount $17,937,000
Number of farm returns 0
Number of returns with unemployment compensation 140
Unemployment compensation amount [7] $832,000
Number of returns with taxable Social Security benefits 740
Taxable Social Security benefits amount $11,959,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $1,451,000
Number of returns with total statutory adjustments 1,150
Total statutory adjustments amount $2,808,000
Number of returns with educator expenses 60
Educator expenses amount $14,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $290,000
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $441,000
Number of returns with IRA payments 80
IRA payments amount $353,000
Number of returns with student loan interest deduction 680
Student loan interest deduction amount $768,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $103,000
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 $27,218,000
Amount of AGI for itemized returns $106,508,000
Number of returns with State and local income taxes 1,630
State and local income taxes amount $5,041,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $100,000
Number of returns with real estate taxes 1,520
Real estate taxes amount $4,047,000
Number of returns with taxes paid 1,700
Taxes paid amount $9,563,000
Number of returns with mortgage interest paid 1,360
Mortgage interest paid amount $7,907,000
Number of returns with contributions 1,300
Contributions amount $3,388,000
Number of returns with taxable income 3,820
Taxable income amount $158,898,000
Number of returns with income tax before credits 3,810
Income tax before credits amount $22,975,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,340
Total tax credits amount $1,790,000
Number of returns with foreign tax credit 200
Foreign tax credit amount $16,000
Number of returns with child and dependent care credit 150
Child and dependent care credit amount $74,000
Number of returns with nonrefundable education credit 270
Nonrefundable education credit amount $349,000
Number of returns with retirement savings contribution credit 210
Retirement savings contribution credit amount $36,000
Number of returns with child tax credit 820
Child tax credit amount $1,277,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $12,000
Number of returns with self-employment tax 320
Self-employment tax amount $906,000
Number of returns with total tax payments 3,780
Total tax payments amount $27,232,000
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 140
Additional child tax credit amount $219,000
Number of returns with refundable education credit 200
Refundable education credit amount $181,000
Number of returns with income tax 3,670
Income tax amount [10] $21,184,000
Number of returns with tax liability 3,710
Total tax liability amount [11] $22,271,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 940
Tax due at time of filing amount [12] $2,017,000
Number of returns with overpayments refunded 2,860
Overpayments refunded amount [13] $6,808,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $105,000

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

Number of returns 2,420
Number of single returns 700
Number of joint returns 1,540
Number of head of household returns 150
Number of returns with paid preparer's signature 1,240
Number of exemptions 5,570
Number of dependents 1,610
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] 190
Number of elderly returns [4] 750
Adjust gross income (AGI) [5] $210,332,000
Number of returns with total income 2,420
Salaries and wages amount $212,600,000
Number of returns with salaries and wages 2,100
Salaries and wages amount $161,525
Number of returns with taxable interest 930
Taxable interest amount $806
Number of returns with ordinary dividends 720
Ordinary dividends amount $2,459,000
Number of returns with qualified dividends 660
Qualified dividends amount [6] $1,751
Number of returns with state and local income tax refunds 760
State and local income tax refunds amount $556
Number of returns with business or professional net income (less loss) 400
Business or professional net income (less loss) amount $4,592,000
Number of returns with net capital gain (less loss) 620
Net capital gain (less loss) amount $2,936,000
Number of returns with taxable individual retirement arrangements distributions 430
Taxable individual retirement arrangements distributions amount $8,075,000
Number of returns with taxable pensions and annuities 630
Taxable pensions and annuities amount $17,166,000
Number of farm returns 0
Number of returns with unemployment compensation 100
Unemployment compensation amount [7] $634,000
Number of returns with taxable Social Security benefits 530
Taxable Social Security benefits amount $11,638,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $1,366,000
Number of returns with total statutory adjustments 820
Total statutory adjustments amount $2,268,000
Number of returns with educator expenses 100
Educator expenses amount $23,000
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 $409,000
Number of returns with IRA payments 60
IRA payments amount $328,000
Number of returns with student loan interest deduction 410
Student loan interest deduction amount $484,000
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 1,510
Total itemized deductions amount $27,773,000
Amount of AGI for itemized returns $131,766,000
Number of returns with State and local income taxes 1,470
State and local income taxes amount $6,452,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $45,000
Number of returns with real estate taxes 1,390
Real estate taxes amount $4,051,000
Number of returns with taxes paid 1,510
Taxes paid amount $10,923,000
Number of returns with mortgage interest paid 1,230
Mortgage interest paid amount $8,437,000
Number of returns with contributions 1,190
Contributions amount $3,670,000
Number of returns with taxable income 2,420
Taxable income amount $149,250,000
Number of returns with income tax before credits 2,410
Income tax before credits amount $22,339,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,010
Total tax credits amount $1,593,000
Number of returns with foreign tax credit 220
Foreign tax credit amount $13,000
Number of returns with child and dependent care credit 170
Child and dependent care credit amount $93,000
Number of returns with nonrefundable education credit 210
Nonrefundable education credit amount $281,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 650
Child tax credit amount $1,104,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $18,000
Number of returns with self-employment tax 310
Self-employment tax amount $865,000
Number of returns with total tax payments 2,390
Total tax payments amount $25,030,000
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 20
Additional child tax credit amount $35,000
Number of returns with refundable education credit 150
Refundable education credit amount $143,000
Number of returns with income tax 2,390
Income tax amount [10] $20,746,000
Number of returns with tax liability 2,400
Total tax liability amount [11] $21,765,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 650
Tax due at time of filing amount [12] $1,688,000
Number of returns with overpayments refunded 1,720
Overpayments refunded amount [13] $4,796,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $109,000

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

Number of returns 3,670
Number of single returns 480
Number of joint returns 3,090
Number of head of household returns 100
Number of returns with paid preparer's signature 1,890
Number of exemptions 9,560
Number of dependents 2,790
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 170
Number of elderly returns [4] 1,220
Adjust gross income (AGI) [5] $489,719,000
Number of returns with total income 3,670
Salaries and wages amount $495,112,000
Number of returns with salaries and wages 3,250
Salaries and wages amount $372,803
Number of returns with taxable interest 1,860
Taxable interest amount $2,080
Number of returns with ordinary dividends 1,460
Ordinary dividends amount $6,900,000
Number of returns with qualified dividends 1,370
Qualified dividends amount [6] $5,193
Number of returns with state and local income tax refunds 1,530
State and local income tax refunds amount $1,362
Number of returns with business or professional net income (less loss) 620
Business or professional net income (less loss) amount $9,518,000
Number of returns with net capital gain (less loss) 1,260
Net capital gain (less loss) amount $10,375,000
Number of returns with taxable individual retirement arrangements distributions 730
Taxable individual retirement arrangements distributions amount $19,434,000
Number of returns with taxable pensions and annuities 1,050
Taxable pensions and annuities amount $36,382,000
Number of farm returns 30
Number of returns with unemployment compensation 160
Unemployment compensation amount [7] $965,000
Number of returns with taxable Social Security benefits 810
Taxable Social Security benefits amount $20,941,000
Number of returns with partnership/S-corp net income (less loss) 330
Partnership/S-corp net income (less loss) amount $10,431,000
Number of returns with total statutory adjustments 1,420
Total statutory adjustments amount $5,393,000
Number of returns with educator expenses 160
Educator expenses amount $40,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $795,000
Number of returns with self-employment health insurance deduction 130
Self-employment health insurance deduction amount $998,000
Number of returns with IRA payments 110
IRA payments amount $641,000
Number of returns with student loan interest deduction 680
Student loan interest deduction amount $853,000
Number of returns with tuition and fees deduction 70
Tuition and fees deduction amount $147,000
Returns with domestic production activities deduction 40
Domestic production activities deduction amount $124,000
Number of returns with itemized deductions 3,160
Total itemized deductions amount $74,003,000
Amount of AGI for itemized returns $427,544,000
Number of returns with State and local income taxes 3,100
State and local income taxes amount $22,789,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $114,000
Number of returns with real estate taxes 3,000
Real estate taxes amount $10,878,000
Number of returns with taxes paid 3,160
Taxes paid amount $35,181,000
Number of returns with mortgage interest paid 2,640
Mortgage interest paid amount $19,545,000
Number of returns with contributions 2,770
Contributions amount $10,946,000
Number of returns with taxable income 3,670
Taxable income amount $370,477,000
Number of returns with income tax before credits 3,670
Income tax before credits amount $62,756,000
Number of returns with alternative minimum tax 60
Alternative minimum tax amount $115,000
Number of returns with total tax credits 1,570
Total tax credits amount $1,888,000
Number of returns with foreign tax credit 500
Foreign tax credit amount $45,000
Number of returns with child and dependent care credit 380
Child and dependent care credit amount $197,000
Number of returns with nonrefundable education credit 330
Nonrefundable education credit amount $505,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 670
Child tax credit amount $933,000
Number of returns with residential energy tax credit 110
Residential energy tax credit amount $60,000
Number of returns with self-employment tax 470
Self-employment tax amount $1,496,000
Number of returns with total tax payments 3,650
Total tax payments amount $65,654,000
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 300
Refundable education credit amount $307,000
Number of returns with income tax 3,660
Income tax amount [10] $60,869,000
Number of returns with tax liability 3,660
Total tax liability amount [11] $62,721,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,420
Tax due at time of filing amount [12] $5,415,000
Number of returns with overpayments refunded 2,130
Overpayments refunded amount [13] $7,668,000
Number of returns with credit to next year’s estimated tax 150
Credited to next year’s estimated tax amount $614,000

Adjusted Gross Income: $200,000 or more

Number of returns 740
Number of single returns 50
Number of joint returns 670
Number of head of household returns 0
Number of returns with paid preparer's signature 480
Number of exemptions 2,120
Number of dependents 710
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] 250
Adjust gross income (AGI) [5] $273,544,000
Number of returns with total income 740
Salaries and wages amount $277,848,000
Number of returns with salaries and wages 670
Salaries and wages amount $158,531
Number of returns with taxable interest 550
Taxable interest amount $1,113
Number of returns with ordinary dividends 480
Ordinary dividends amount $8,834,000
Number of returns with qualified dividends 470
Qualified dividends amount [6] $7,030
Number of returns with state and local income tax refunds 260
State and local income tax refunds amount $1,639
Number of returns with business or professional net income (less loss) 140
Business or professional net income (less loss) amount $7,382,000
Number of returns with net capital gain (less loss) 460
Net capital gain (less loss) amount $19,615,000
Number of returns with taxable individual retirement arrangements distributions 130
Taxable individual retirement arrangements distributions amount $5,616,000
Number of returns with taxable pensions and annuities 200
Taxable pensions and annuities amount $10,143,000
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 140
Taxable Social Security benefits amount $4,125,000
Number of returns with partnership/S-corp net income (less loss) 200
Partnership/S-corp net income (less loss) amount $40,503,000
Number of returns with total statutory adjustments 240
Total statutory adjustments amount $4,304,000
Number of returns with educator expenses 30
Educator expenses amount $7,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $1,032,000
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $1,074,000
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 $892,000
Number of returns with itemized deductions 730
Total itemized deductions amount $39,361,000
Amount of AGI for itemized returns $270,002,000
Number of returns with State and local income taxes 720
State and local income taxes amount $21,498,000
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 710
Real estate taxes amount $4,239,000
Number of returns with taxes paid 730
Taxes paid amount $26,168,000
Number of returns with mortgage interest paid 580
Mortgage interest paid amount $5,213,000
Number of returns with contributions 670
Contributions amount $7,157,000
Number of returns with taxable income 740
Taxable income amount $227,005,000
Number of returns with income tax before credits 740
Income tax before credits amount $59,669,000
Number of returns with alternative minimum tax 420
Alternative minimum tax amount $2,577,000
Number of returns with total tax credits 300
Total tax credits amount $609,000
Number of returns with foreign tax credit 220
Foreign tax credit amount $190,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $34,000
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 20
Residential energy tax credit amount $5,000
Number of returns with self-employment tax 120
Self-employment tax amount $934,000
Number of returns with total tax payments 730
Total tax payments amount $64,182,000
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 740
Income tax amount [10] $59,060,000
Number of returns with tax liability 740
Total tax liability amount [11] $61,834,000
Number of returns with net investment income tax 340
Net investment income tax $810,000
Number of returns with tax due at time of filing 390
Tax due at time of filing amount [12] $6,189,000
Number of returns with overpayments refunded 290
Overpayments refunded amount [13] $2,741,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $3,631,000

[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.