Zip Code Database List
1-800-425-1169
Account Login
Find ZIP+4 of Address

Find the ZIP Code, County, and +4 of any U.S. Address

FREE ZIP Code Finder

Find info on any U.S. ZIP Code

Other FREE Lookups

Lookup ZIP Code of any City, State, County or Area Code

FREE Radius Search

Find all ZIP Codes

FREE Distance Calc

Calculate the distance between two U.S. or Canadian ZIP codes.






ZIP Code Database - Facts & Stats

Share |

ZIP Code 58103 Income Tax Stats

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

ZIP Code 58103 Data

Zip Code:58103
City:Fargo
State:ND [North Dakota]
Counties: CASS, ND
City Alias(es):Fargo
Area Code:701
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


58103 Income Tax Overview

Total Number of Tax Returns for ZIP Code 58103 [1] 24,310
Total Number of Single Tax Returns for ZIP Code 58103 6,200
Total Number of Joint Tax Returns for ZIP Code 58103 6,700
Total Number of Dependents for ZIP Code 58103 10,740
Total Adjusted Gross Income for ZIP Code 58103 $1,466,295,000
Average Income per Person for ZIP Code 58103 $30,999
Average Income per Household for ZIP Code 58103 $60,317

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 8,320
Number of single returns 6,300
Number of joint returns 630
Number of head of household returns 1,290
Number of returns with paid preparer's signature 3,440
Number of exemptions 10,520
Number of dependents 2,850
Total number of volunteer prepared returns [5] 580
Number of volunteer income tax assistance (VITA) prepared returns [3] 210
Number of tax counseling for the elderly (TCE) prepared returns [3] 380
Number of volunteer prepared returns with Earned Income Credit 120
Number of refund anticipation check returns [3] 1,520
Number of elderly returns [4] 1,330
Adjust gross income (AGI) [5] $111,985,000
Number of returns with total income 8,320
Salaries and wages amount $113,886,000
Number of returns with salaries and wages 7,180
Salaries and wages amount $95,444
Number of returns with taxable interest 1,050
Taxable interest amount $505
Number of returns with ordinary dividends 540
Ordinary dividends amount $960,000
Number of returns with qualified dividends 490
Qualified dividends amount [6] $577
Number of returns with state and local income tax refunds 60
State and local income tax refunds amount $24
Number of returns with business or professional net income (less loss) 870
Business or professional net income (less loss) amount $4,725,000
Number of returns with net capital gain (less loss) 540
Net capital gain (less loss) amount $551,000
Number of returns with taxable individual retirement arrangements distributions 490
Taxable individual retirement arrangements distributions amount $3,311,000
Number of returns with taxable pensions and annuities 810
Taxable pensions and annuities amount $5,700,000
Number of farm returns 20
Number of returns with unemployment compensation 140
Unemployment compensation amount [7] $455,000
Number of returns with taxable Social Security benefits 320
Taxable Social Security benefits amount $547,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount ($77,000)
Number of returns with total statutory adjustments 1,300
Total statutory adjustments amount $1,901,000
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 $326,000
Number of returns with IRA payments 50
IRA payments amount $169,000
Number of returns with student loan interest deduction 500
Student loan interest deduction amount $433,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $187,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 360
Total itemized deductions amount $5,752,000
Amount of AGI for itemized returns $5,756,000
Number of returns with State and local income taxes 120
State and local income taxes amount $68,000
Number of returns with State and local general sales tax 210
State and local general sales tax amount $109,000
Number of returns with real estate taxes 180
Real estate taxes amount $455,000
Number of returns with taxes paid 340
Taxes paid amount $665,000
Number of returns with mortgage interest paid 110
Mortgage interest paid amount $592,000
Number of returns with contributions 230
Contributions amount $569,000
Number of returns with taxable income 4,420
Taxable income amount $29,193,000
Number of returns with income tax before credits 4,390
Income tax before credits amount $3,081,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,460
Total tax credits amount $525,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $32,000
Number of returns with nonrefundable education credit 500
Nonrefundable education credit amount $310,000
Number of returns with retirement savings contribution credit 620
Retirement savings contribution credit amount $95,000
Number of returns with child tax credit 260
Child tax credit amount $85,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 690
Self-employment tax amount $928,000
Number of returns with total tax payments 7,780
Total tax payments amount $17,302,000
Number of returns with earned income credit 2,870
Earned income credit amount [8] $6,552,000
Number of returns with excess earned income credit 2,530
Excess earned income credit (refundable) amount [9] $6,104,000
Number of returns with additional child tax credit 1,490
Additional child tax credit amount $1,800,000
Number of returns with refundable education credit 560
Refundable education credit amount $490,000
Number of returns with income tax 3,560
Income tax amount [10] $2,556,000
Number of returns with tax liability 4,200
Total tax liability amount [11] $3,701,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 680
Tax due at time of filing amount [12] $580,000
Number of returns with overpayments refunded 7,270
Overpayments refunded amount [13] $14,101,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $46,000

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

Number of returns 8,090
Number of single returns 5,520
Number of joint returns 1,140
Number of head of household returns 1,240
Number of returns with paid preparer's signature 3,460
Number of exemptions 12,430
Number of dependents 3,220
Total number of volunteer prepared returns [5] 270
Number of volunteer income tax assistance (VITA) prepared returns [3] 110
Number of tax counseling for the elderly (TCE) prepared returns [3] 160
Number of volunteer prepared returns with Earned Income Credit 40
Number of refund anticipation check returns [3] 1,510
Number of elderly returns [4] 1,200
Adjust gross income (AGI) [5] $290,427,000
Number of returns with total income 8,090
Salaries and wages amount $294,077,000
Number of returns with salaries and wages 7,480
Salaries and wages amount $257,508
Number of returns with taxable interest 1,300
Taxable interest amount $708
Number of returns with ordinary dividends 750
Ordinary dividends amount $1,518,000
Number of returns with qualified dividends 690
Qualified dividends amount [6] $939
Number of returns with state and local income tax refunds 230
State and local income tax refunds amount $65
Number of returns with business or professional net income (less loss) 700
Business or professional net income (less loss) amount $5,200,000
Number of returns with net capital gain (less loss) 710
Net capital gain (less loss) amount $1,334,000
Number of returns with taxable individual retirement arrangements distributions 490
Taxable individual retirement arrangements distributions amount $4,294,000
Number of returns with taxable pensions and annuities 920
Taxable pensions and annuities amount $11,923,000
Number of farm returns 0
Number of returns with unemployment compensation 310
Unemployment compensation amount [7] $1,349,000
Number of returns with taxable Social Security benefits 820
Taxable Social Security benefits amount $5,662,000
Number of returns with partnership/S-corp net income (less loss) 160
Partnership/S-corp net income (less loss) amount $483,000
Number of returns with total statutory adjustments 2,260
Total statutory adjustments amount $3,650,000
Number of returns with educator expenses 80
Educator expenses amount $17,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $246,000
Number of returns with self-employment health insurance deduction 100
Self-employment health insurance deduction amount $440,000
Number of returns with IRA payments 130
IRA payments amount $427,000
Number of returns with student loan interest deduction 1,530
Student loan interest deduction amount $1,592,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $52,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 830
Total itemized deductions amount $13,123,000
Amount of AGI for itemized returns $31,708,000
Number of returns with State and local income taxes 390
State and local income taxes amount $242,000
Number of returns with State and local general sales tax 430
State and local general sales tax amount $306,000
Number of returns with real estate taxes 470
Real estate taxes amount $1,185,000
Number of returns with taxes paid 820
Taxes paid amount $1,830,000
Number of returns with mortgage interest paid 390
Mortgage interest paid amount $1,884,000
Number of returns with contributions 540
Contributions amount $1,920,000
Number of returns with taxable income 7,890
Taxable income amount $171,618,000
Number of returns with income tax before credits 7,870
Income tax before credits amount $21,724,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 2,980
Total tax credits amount $2,361,000
Number of returns with foreign tax credit 190
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 390
Child and dependent care credit amount $243,000
Number of returns with nonrefundable education credit 600
Nonrefundable education credit amount $653,000
Number of returns with retirement savings contribution credit 1,400
Retirement savings contribution credit amount $227,000
Number of returns with child tax credit 1,320
Child tax credit amount $1,192,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $6,000
Number of returns with self-employment tax 510
Self-employment tax amount $1,017,000
Number of returns with total tax payments 7,980
Total tax payments amount $34,663,000
Number of returns with earned income credit 1,430
Earned income credit amount [8] $3,077,000
Number of returns with excess earned income credit 1,210
Excess earned income credit (refundable) amount [9] $2,667,000
Number of returns with additional child tax credit 990
Additional child tax credit amount $1,397,000
Number of returns with refundable education credit 400
Refundable education credit amount $360,000
Number of returns with income tax 6,930
Income tax amount [10] $19,363,000
Number of returns with tax liability 7,140
Total tax liability amount [11] $20,719,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,090
Tax due at time of filing amount [12] $1,414,000
Number of returns with overpayments refunded 6,920
Overpayments refunded amount [13] $15,181,000
Number of returns with credit to next year’s estimated tax 90
Credited to next year’s estimated tax amount $100,000

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

Number of returns 3,360
Number of single returns 1,630
Number of joint returns 1,380
Number of head of household returns 290
Number of returns with paid preparer's signature 1,730
Number of exemptions 6,350
Number of dependents 1,610
Total number of volunteer prepared returns [5] 70
Number of volunteer income tax assistance (VITA) prepared returns [3] 20
Number of tax counseling for the elderly (TCE) prepared returns [3] 50
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 370
Number of elderly returns [4] 850
Adjust gross income (AGI) [5] $204,408,000
Number of returns with total income 3,360
Salaries and wages amount $206,923,000
Number of returns with salaries and wages 3,020
Salaries and wages amount $166,914
Number of returns with taxable interest 1,020
Taxable interest amount $922
Number of returns with ordinary dividends 610
Ordinary dividends amount $1,633,000
Number of returns with qualified dividends 560
Qualified dividends amount [6] $1,018
Number of returns with state and local income tax refunds 310
State and local income tax refunds amount $87
Number of returns with business or professional net income (less loss) 440
Business or professional net income (less loss) amount $4,189,000
Number of returns with net capital gain (less loss) 590
Net capital gain (less loss) amount $2,087,000
Number of returns with taxable individual retirement arrangements distributions 390
Taxable individual retirement arrangements distributions amount $5,214,000
Number of returns with taxable pensions and annuities 600
Taxable pensions and annuities amount $11,785,000
Number of farm returns 20
Number of returns with unemployment compensation 170
Unemployment compensation amount [7] $852,000
Number of returns with taxable Social Security benefits 610
Taxable Social Security benefits amount $8,960,000
Number of returns with partnership/S-corp net income (less loss) 170
Partnership/S-corp net income (less loss) amount $780,000
Number of returns with total statutory adjustments 1,200
Total statutory adjustments amount $2,515,000
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 80
Self-employment health insurance deduction amount $450,000
Number of returns with IRA payments 100
IRA payments amount $382,000
Number of returns with student loan interest deduction 770
Student loan interest deduction amount $877,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $56,000
Returns with domestic production activities deduction 40
Domestic production activities deduction amount $66,000
Number of returns with itemized deductions 750
Total itemized deductions amount $12,035,000
Amount of AGI for itemized returns $46,392,000
Number of returns with State and local income taxes 470
State and local income taxes amount $513,000
Number of returns with State and local general sales tax 270
State and local general sales tax amount $254,000
Number of returns with real estate taxes 600
Real estate taxes amount $1,597,000
Number of returns with taxes paid 750
Taxes paid amount $2,429,000
Number of returns with mortgage interest paid 550
Mortgage interest paid amount $2,841,000
Number of returns with contributions 500
Contributions amount $1,640,000
Number of returns with taxable income 3,340
Taxable income amount $141,404,000
Number of returns with income tax before credits 3,330
Income tax before credits amount $20,321,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,270
Total tax credits amount $1,644,000
Number of returns with foreign tax credit 200
Foreign tax credit amount $9,000
Number of returns with child and dependent care credit 230
Child and dependent care credit amount $133,000
Number of returns with nonrefundable education credit 230
Nonrefundable education credit amount $272,000
Number of returns with retirement savings contribution credit 320
Retirement savings contribution credit amount $55,000
Number of returns with child tax credit 780
Child tax credit amount $1,151,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $9,000
Number of returns with self-employment tax 330
Self-employment tax amount $738,000
Number of returns with total tax payments 3,330
Total tax payments amount $24,334,000
Number of returns with earned income credit 20
Earned income credit amount [8] $9,000
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 110
Additional child tax credit amount $144,000
Number of returns with refundable education credit 140
Refundable education credit amount $131,000
Number of returns with income tax 3,230
Income tax amount [10] $18,678,000
Number of returns with tax liability 3,260
Total tax liability amount [11] $19,680,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 810
Tax due at time of filing amount [12] $1,565,000
Number of returns with overpayments refunded 2,490
Overpayments refunded amount [13] $6,066,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $133,000

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

Number of returns 1,900
Number of single returns 470
Number of joint returns 1,360
Number of head of household returns 60
Number of returns with paid preparer's signature 1,080
Number of exemptions 4,400
Number of dependents 1,140
Total number of volunteer prepared returns [5] 20
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 20
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 130
Number of elderly returns [4] 610
Adjust gross income (AGI) [5] $164,534,000
Number of returns with total income 1,900
Salaries and wages amount $166,575,000
Number of returns with salaries and wages 1,690
Salaries and wages amount $125,354
Number of returns with taxable interest 820
Taxable interest amount $949
Number of returns with ordinary dividends 560
Ordinary dividends amount $2,088,000
Number of returns with qualified dividends 540
Qualified dividends amount [6] $1,429
Number of returns with state and local income tax refunds 210
State and local income tax refunds amount $89
Number of returns with business or professional net income (less loss) 310
Business or professional net income (less loss) amount $3,765,000
Number of returns with net capital gain (less loss) 520
Net capital gain (less loss) amount $2,760,000
Number of returns with taxable individual retirement arrangements distributions 330
Taxable individual retirement arrangements distributions amount $5,747,000
Number of returns with taxable pensions and annuities 460
Taxable pensions and annuities amount $11,061,000
Number of farm returns 0
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $427,000
Number of returns with taxable Social Security benefits 450
Taxable Social Security benefits amount $9,240,000
Number of returns with partnership/S-corp net income (less loss) 160
Partnership/S-corp net income (less loss) amount $1,159,000
Number of returns with total statutory adjustments 700
Total statutory adjustments amount $2,041,000
Number of returns with educator expenses 50
Educator expenses amount $14,000
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 $439,000
Number of returns with IRA payments 70
IRA payments amount $361,000
Number of returns with student loan interest deduction 390
Student loan interest deduction amount $491,000
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 490
Total itemized deductions amount $9,475,000
Amount of AGI for itemized returns $42,776,000
Number of returns with State and local income taxes 320
State and local income taxes amount $472,000
Number of returns with State and local general sales tax 160
State and local general sales tax amount $184,000
Number of returns with real estate taxes 430
Real estate taxes amount $1,460,000
Number of returns with taxes paid 490
Taxes paid amount $2,173,000
Number of returns with mortgage interest paid 340
Mortgage interest paid amount $2,076,000
Number of returns with contributions 390
Contributions amount $2,060,000
Number of returns with taxable income 1,900
Taxable income amount $120,654,000
Number of returns with income tax before credits 1,890
Income tax before credits amount $17,749,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 780
Total tax credits amount $1,227,000
Number of returns with foreign tax credit 180
Foreign tax credit amount $16,000
Number of returns with child and dependent care credit 210
Child and dependent care credit amount $128,000
Number of returns with nonrefundable education credit 160
Nonrefundable education credit amount $224,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 490
Child tax credit amount $817,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $6,000
Number of returns with self-employment tax 250
Self-employment tax amount $671,000
Number of returns with total tax payments 1,890
Total tax payments amount $19,635,000
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 100
Refundable education credit amount $102,000
Number of returns with income tax 1,880
Income tax amount [10] $16,522,000
Number of returns with tax liability 1,890
Total tax liability amount [11] $17,379,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 570
Tax due at time of filing amount [12] $1,486,000
Number of returns with overpayments refunded 1,270
Overpayments refunded amount [13] $3,453,000
Number of returns with credit to next year’s estimated tax 90
Credited to next year’s estimated tax amount $271,000

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

Number of returns 1,960
Number of single returns 300
Number of joint returns 1,610
Number of head of household returns 60
Number of returns with paid preparer's signature 1,200
Number of exemptions 4,990
Number of dependents 1,430
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] 60
Number of elderly returns [4] 710
Adjust gross income (AGI) [5] $259,222,000
Number of returns with total income 1,960
Salaries and wages amount $262,485,000
Number of returns with salaries and wages 1,710
Salaries and wages amount $185,516
Number of returns with taxable interest 1,090
Taxable interest amount $1,535
Number of returns with ordinary dividends 840
Ordinary dividends amount $4,965,000
Number of returns with qualified dividends 800
Qualified dividends amount [6] $3,694
Number of returns with state and local income tax refunds 410
State and local income tax refunds amount $335
Number of returns with business or professional net income (less loss) 400
Business or professional net income (less loss) amount $5,662,000
Number of returns with net capital gain (less loss) 780
Net capital gain (less loss) amount $8,854,000
Number of returns with taxable individual retirement arrangements distributions 380
Taxable individual retirement arrangements distributions amount $10,840,000
Number of returns with taxable pensions and annuities 510
Taxable pensions and annuities amount $15,603,000
Number of farm returns 30
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $442,000
Number of returns with taxable Social Security benefits 460
Taxable Social Security benefits amount $10,805,000
Number of returns with partnership/S-corp net income (less loss) 340
Partnership/S-corp net income (less loss) amount $8,611,000
Number of returns with total statutory adjustments 820
Total statutory adjustments amount $3,263,000
Number of returns with educator expenses 100
Educator expenses amount $29,000
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $301,000
Number of returns with self-employment health insurance deduction 100
Self-employment health insurance deduction amount $819,000
Number of returns with IRA payments 80
IRA payments amount $460,000
Number of returns with student loan interest deduction 330
Student loan interest deduction amount $366,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $84,000
Returns with domestic production activities deduction 50
Domestic production activities deduction amount $142,000
Number of returns with itemized deductions 900
Total itemized deductions amount $20,222,000
Amount of AGI for itemized returns $124,416,000
Number of returns with State and local income taxes 710
State and local income taxes amount $2,184,000
Number of returns with State and local general sales tax 180
State and local general sales tax amount $295,000
Number of returns with real estate taxes 840
Real estate taxes amount $3,644,000
Number of returns with taxes paid 900
Taxes paid amount $6,209,000
Number of returns with mortgage interest paid 680
Mortgage interest paid amount $4,702,000
Number of returns with contributions 790
Contributions amount $4,930,000
Number of returns with taxable income 1,960
Taxable income amount $205,742,000
Number of returns with income tax before credits 1,950
Income tax before credits amount $35,285,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 880
Total tax credits amount $1,045,000
Number of returns with foreign tax credit 320
Foreign tax credit amount $38,000
Number of returns with child and dependent care credit 220
Child and dependent care credit amount $107,000
Number of returns with nonrefundable education credit 170
Nonrefundable education credit amount $241,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 380
Child tax credit amount $532,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $15,000
Number of returns with self-employment tax 330
Self-employment tax amount $1,063,000
Number of returns with total tax payments 1,940
Total tax payments amount $36,183,000
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 $139,000
Number of returns with income tax 1,950
Income tax amount [10] $34,239,000
Number of returns with tax liability 1,950
Total tax liability amount [11] $35,559,000
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] $4,067,000
Number of returns with overpayments refunded 1,010
Overpayments refunded amount [13] $4,089,000
Number of returns with credit to next year’s estimated tax 130
Credited to next year’s estimated tax amount $559,000

Adjusted Gross Income: $200,000 or more

Number of returns 680
Number of single returns 80
Number of joint returns 580
Number of head of household returns 0
Number of returns with paid preparer's signature 560
Number of exemptions 1,760
Number of dependents 490
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] 330
Adjust gross income (AGI) [5] $435,719,000
Number of returns with total income 680
Salaries and wages amount $442,274,000
Number of returns with salaries and wages 560
Salaries and wages amount $133,803
Number of returns with taxable interest 580
Taxable interest amount $7,898
Number of returns with ordinary dividends 490
Ordinary dividends amount $18,980,000
Number of returns with qualified dividends 460
Qualified dividends amount [6] $16,762
Number of returns with state and local income tax refunds 320
State and local income tax refunds amount $1,169
Number of returns with business or professional net income (less loss) 180
Business or professional net income (less loss) amount $11,300,000
Number of returns with net capital gain (less loss) 500
Net capital gain (less loss) amount $87,646,000
Number of returns with taxable individual retirement arrangements distributions 170
Taxable individual retirement arrangements distributions amount $9,351,000
Number of returns with taxable pensions and annuities 190
Taxable pensions and annuities amount $7,517,000
Number of farm returns 30
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 210
Taxable Social Security benefits amount $5,782,000
Number of returns with partnership/S-corp net income (less loss) 310
Partnership/S-corp net income (less loss) amount $64,436,000
Number of returns with total statutory adjustments 300
Total statutory adjustments amount $6,555,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $1,131,000
Number of returns with self-employment health insurance deduction 130
Self-employment health insurance deduction amount $1,452,000
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 60
Domestic production activities deduction amount $2,472,000
Number of returns with itemized deductions 590
Total itemized deductions amount $35,059,000
Amount of AGI for itemized returns $399,207,000
Number of returns with State and local income taxes 540
State and local income taxes amount $8,472,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $137,000
Number of returns with real estate taxes 560
Real estate taxes amount $4,741,000
Number of returns with taxes paid 590
Taxes paid amount $13,524,000
Number of returns with mortgage interest paid 400
Mortgage interest paid amount $4,191,000
Number of returns with contributions 540
Contributions amount $16,396,000
Number of returns with taxable income 680
Taxable income amount $362,216,000
Number of returns with income tax before credits 680
Income tax before credits amount $89,097,000
Number of returns with alternative minimum tax 230
Alternative minimum tax amount $1,008,000
Number of returns with total tax credits 320
Total tax credits amount $777,000
Number of returns with foreign tax credit 250
Foreign tax credit amount $206,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $28,000
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 200
Self-employment tax amount $1,478,000
Number of returns with total tax payments 670
Total tax payments amount $93,593,000
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 680
Income tax amount [10] $87,403,000
Number of returns with tax liability 680
Total tax liability amount [11] $91,746,000
Number of returns with net investment income tax 410
Net investment income tax $2,450,000
Number of returns with tax due at time of filing 340
Tax due at time of filing amount [12] $9,104,000
Number of returns with overpayments refunded 220
Overpayments refunded amount [13] $4,064,000
Number of returns with credit to next year’s estimated tax 150
Credited to next year’s estimated tax amount $6,586,000

[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.