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ZIP Code Database - Facts & Stats

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ZIP Code 60440 Income Tax Stats

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

ZIP Code 60440 Data

Zip Code:60440
City:Bolingbrook
State:IL [Illinois]
Counties: WILL, IL
City Alias(es):Bolingbrook
Area Code:630 / 331
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





60440 Income Tax Overview

Total Number of Tax Returns for ZIP Code 60440 [1] 26,010
Total Number of Single Tax Returns for ZIP Code 60440 8,030
Total Number of Joint Tax Returns for ZIP Code 60440 8,410
Total Number of Dependents for ZIP Code 60440 20,150
Total Adjusted Gross Income for ZIP Code 60440 $1,394,396,000
Average Income per Person for ZIP Code 60440 $26,354
Average Income per Household for ZIP Code 60440 $53,610

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 8,990
Number of single returns 6,230
Number of joint returns 900
Number of head of household returns 1,710
Number of returns with paid preparer's signature 4,310
Number of exemptions 12,230
Number of dependents 4,440
Total number of volunteer prepared returns [5] 180
Number of volunteer income tax assistance (VITA) prepared returns [3] 80
Number of tax counseling for the elderly (TCE) prepared returns [3] 100
Number of volunteer prepared returns with Earned Income Credit 40
Number of refund anticipation check returns [3] 1,450
Number of elderly returns [4] 1,250
Adjust gross income (AGI) [5] $114,189,000
Number of returns with total income 8,990
Salaries and wages amount $116,068,000
Number of returns with salaries and wages 7,490
Salaries and wages amount $95,045
Number of returns with taxable interest 700
Taxable interest amount $313
Number of returns with ordinary dividends 440
Ordinary dividends amount $524,000
Number of returns with qualified dividends 390
Qualified dividends amount [6] $365
Number of returns with state and local income tax refunds 180
State and local income tax refunds amount $47
Number of returns with business or professional net income (less loss) 1,620
Business or professional net income (less loss) amount $9,686,000
Number of returns with net capital gain (less loss) 380
Net capital gain (less loss) amount $245,000
Number of returns with taxable individual retirement arrangements distributions 370
Taxable individual retirement arrangements distributions amount $2,389,000
Number of returns with taxable pensions and annuities 780
Taxable pensions and annuities amount $6,286,000
Number of farm returns 0
Number of returns with unemployment compensation 210
Unemployment compensation amount [7] $985,000
Number of returns with taxable Social Security benefits 310
Taxable Social Security benefits amount $741,000
Number of returns with partnership/S-corp net income (less loss) 180
Partnership/S-corp net income (less loss) amount $654,000
Number of returns with total statutory adjustments 1,690
Total statutory adjustments amount $1,879,000
Number of returns with educator expenses 30
Educator expenses amount $7,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $256,000
Number of returns with IRA payments 20
IRA payments amount $61,000
Number of returns with student loan interest deduction 330
Student loan interest deduction amount $318,000
Number of returns with tuition and fees deduction 70
Tuition and fees deduction amount $182,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 680
Total itemized deductions amount $10,440,000
Amount of AGI for itemized returns $10,489,000
Number of returns with State and local income taxes 330
State and local income taxes amount $290,000
Number of returns with State and local general sales tax 280
State and local general sales tax amount $214,000
Number of returns with real estate taxes 540
Real estate taxes amount $2,837,000
Number of returns with taxes paid 670
Taxes paid amount $3,471,000
Number of returns with mortgage interest paid 470
Mortgage interest paid amount $2,643,000
Number of returns with contributions 410
Contributions amount $765,000
Number of returns with taxable income 4,050
Taxable income amount $24,089,000
Number of returns with income tax before credits 4,040
Income tax before credits amount $2,569,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,140
Total tax credits amount $408,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $0
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $29,000
Number of returns with nonrefundable education credit 380
Nonrefundable education credit amount $222,000
Number of returns with retirement savings contribution credit 390
Retirement savings contribution credit amount $59,000
Number of returns with child tax credit 290
Child tax credit amount $91,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 1,270
Self-employment tax amount $1,774,000
Number of returns with total tax payments 8,390
Total tax payments amount $18,609,000
Number of returns with earned income credit 2,780
Earned income credit amount [8] $7,589,000
Number of returns with excess earned income credit 2,410
Excess earned income credit (refundable) amount [9] $6,496,000
Number of returns with additional child tax credit 1,840
Additional child tax credit amount $2,409,000
Number of returns with refundable education credit 550
Refundable education credit amount $481,000
Number of returns with income tax 3,300
Income tax amount [10] $2,161,000
Number of returns with tax liability 4,430
Total tax liability amount [11] $4,119,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 830
Tax due at time of filing amount [12] $784,000
Number of returns with overpayments refunded 7,820
Overpayments refunded amount [13] $15,206,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 6,900
Number of single returns 3,240
Number of joint returns 1,440
Number of head of household returns 2,030
Number of returns with paid preparer's signature 3,550
Number of exemptions 14,800
Number of dependents 6,500
Total number of volunteer prepared returns [5] 100
Number of volunteer income tax assistance (VITA) prepared returns [3] 60
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] 1,210
Number of elderly returns [4] 990
Adjust gross income (AGI) [5] $249,444,000
Number of returns with total income 6,900
Salaries and wages amount $252,249,000
Number of returns with salaries and wages 6,310
Salaries and wages amount $219,531
Number of returns with taxable interest 690
Taxable interest amount $286
Number of returns with ordinary dividends 450
Ordinary dividends amount $693,000
Number of returns with qualified dividends 410
Qualified dividends amount [6] $420
Number of returns with state and local income tax refunds 670
State and local income tax refunds amount $236
Number of returns with business or professional net income (less loss) 880
Business or professional net income (less loss) amount $5,682,000
Number of returns with net capital gain (less loss) 380
Net capital gain (less loss) amount $619,000
Number of returns with taxable individual retirement arrangements distributions 340
Taxable individual retirement arrangements distributions amount $3,489,000
Number of returns with taxable pensions and annuities 850
Taxable pensions and annuities amount $12,225,000
Number of farm returns 0
Number of returns with unemployment compensation 300
Unemployment compensation amount [7] $1,897,000
Number of returns with taxable Social Security benefits 650
Taxable Social Security benefits amount $4,763,000
Number of returns with partnership/S-corp net income (less loss) 230
Partnership/S-corp net income (less loss) amount $2,765,000
Number of returns with total statutory adjustments 1,430
Total statutory adjustments amount $2,805,000
Number of returns with educator expenses 90
Educator expenses amount $21,000
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 $306,000
Number of returns with IRA payments 100
IRA payments amount $408,000
Number of returns with student loan interest deduction 740
Student loan interest deduction amount $819,000
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 1,730
Total itemized deductions amount $27,563,000
Amount of AGI for itemized returns $66,252,000
Number of returns with State and local income taxes 1,330
State and local income taxes amount $2,098,000
Number of returns with State and local general sales tax 340
State and local general sales tax amount $459,000
Number of returns with real estate taxes 1,340
Real estate taxes amount $6,979,000
Number of returns with taxes paid 1,730
Taxes paid amount $9,836,000
Number of returns with mortgage interest paid 1,240
Mortgage interest paid amount $6,745,000
Number of returns with contributions 1,300
Contributions amount $3,032,000
Number of returns with taxable income 6,510
Taxable income amount $120,105,000
Number of returns with income tax before credits 6,510
Income tax before credits amount $14,856,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 3,110
Total tax credits amount $2,770,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 450
Child and dependent care credit amount $285,000
Number of returns with nonrefundable education credit 610
Nonrefundable education credit amount $644,000
Number of returns with retirement savings contribution credit 1,090
Retirement savings contribution credit amount $187,000
Number of returns with child tax credit 1,730
Child tax credit amount $1,559,000
Number of returns with residential energy tax credit 130
Residential energy tax credit amount $88,000
Number of returns with self-employment tax 550
Self-employment tax amount $1,224,000
Number of returns with total tax payments 6,770
Total tax payments amount $29,360,000
Number of returns with earned income credit 1,660
Earned income credit amount [8] $3,481,000
Number of returns with excess earned income credit 1,390
Excess earned income credit (refundable) amount [9] $2,865,000
Number of returns with additional child tax credit 1,580
Additional child tax credit amount $2,334,000
Number of returns with refundable education credit 470
Refundable education credit amount $412,000
Number of returns with income tax 5,030
Income tax amount [10] $12,085,000
Number of returns with tax liability 5,390
Total tax liability amount [11] $13,613,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 820
Tax due at time of filing amount [12] $1,439,000
Number of returns with overpayments refunded 6,040
Overpayments refunded amount [13] $16,995,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $58,000

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

Number of returns 3,900
Number of single returns 1,520
Number of joint returns 1,510
Number of head of household returns 740
Number of returns with paid preparer's signature 2,050
Number of exemptions 8,740
Number of dependents 3,330
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] 560
Number of elderly returns [4] 800
Adjust gross income (AGI) [5] $240,061,000
Number of returns with total income 3,900
Salaries and wages amount $242,146,000
Number of returns with salaries and wages 3,600
Salaries and wages amount $204,751
Number of returns with taxable interest 780
Taxable interest amount $328
Number of returns with ordinary dividends 510
Ordinary dividends amount $977,000
Number of returns with qualified dividends 460
Qualified dividends amount [6] $604
Number of returns with state and local income tax refunds 990
State and local income tax refunds amount $398
Number of returns with business or professional net income (less loss) 510
Business or professional net income (less loss) amount $2,805,000
Number of returns with net capital gain (less loss) 400
Net capital gain (less loss) amount $1,227,000
Number of returns with taxable individual retirement arrangements distributions 320
Taxable individual retirement arrangements distributions amount $4,269,000
Number of returns with taxable pensions and annuities 740
Taxable pensions and annuities amount $15,513,000
Number of farm returns 0
Number of returns with unemployment compensation 180
Unemployment compensation amount [7] $1,213,000
Number of returns with taxable Social Security benefits 520
Taxable Social Security benefits amount $7,926,000
Number of returns with partnership/S-corp net income (less loss) 170
Partnership/S-corp net income (less loss) amount $2,577,000
Number of returns with total statutory adjustments 1,060
Total statutory adjustments amount $2,085,000
Number of returns with educator expenses 90
Educator expenses amount $20,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $265,000
Number of returns with IRA payments 80
IRA payments amount $381,000
Number of returns with student loan interest deduction 600
Student loan interest deduction amount $676,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $115,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 2,000
Total itemized deductions amount $36,106,000
Amount of AGI for itemized returns $125,186,000
Number of returns with State and local income taxes 1,730
State and local income taxes amount $4,277,000
Number of returns with State and local general sales tax 230
State and local general sales tax amount $397,000
Number of returns with real estate taxes 1,730
Real estate taxes amount $9,436,000
Number of returns with taxes paid 2,000
Taxes paid amount $14,576,000
Number of returns with mortgage interest paid 1,630
Mortgage interest paid amount $9,165,000
Number of returns with contributions 1,560
Contributions amount $4,269,000
Number of returns with taxable income 3,880
Taxable income amount $150,552,000
Number of returns with income tax before credits 3,870
Income tax before credits amount $21,331,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,650
Total tax credits amount $2,529,000
Number of returns with foreign tax credit 120
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 240
Child and dependent care credit amount $155,000
Number of returns with nonrefundable education credit 340
Nonrefundable education credit amount $430,000
Number of returns with retirement savings contribution credit 250
Retirement savings contribution credit amount $41,000
Number of returns with child tax credit 1,110
Child tax credit amount $1,757,000
Number of returns with residential energy tax credit 120
Residential energy tax credit amount $99,000
Number of returns with self-employment tax 320
Self-employment tax amount $744,000
Number of returns with total tax payments 3,850
Total tax payments amount $28,102,000
Number of returns with earned income credit 20
Earned income credit amount [8] $8,000
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 260
Additional child tax credit amount $311,000
Number of returns with refundable education credit 260
Refundable education credit amount $235,000
Number of returns with income tax 3,620
Income tax amount [10] $18,803,000
Number of returns with tax liability 3,670
Total tax liability amount [11] $19,756,000
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] $1,530,000
Number of returns with overpayments refunded 3,170
Overpayments refunded amount [13] $9,730,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $65,000

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

Number of returns 2,480
Number of single returns 650
Number of joint returns 1,480
Number of head of household returns 300
Number of returns with paid preparer's signature 1,300
Number of exemptions 6,190
Number of dependents 2,240
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] 280
Number of elderly returns [4] 580
Adjust gross income (AGI) [5] $214,274,000
Number of returns with total income 2,480
Salaries and wages amount $215,671,000
Number of returns with salaries and wages 2,300
Salaries and wages amount $179,177
Number of returns with taxable interest 640
Taxable interest amount $419
Number of returns with ordinary dividends 460
Ordinary dividends amount $904,000
Number of returns with qualified dividends 420
Qualified dividends amount [6] $649
Number of returns with state and local income tax refunds 990
State and local income tax refunds amount $435
Number of returns with business or professional net income (less loss) 320
Business or professional net income (less loss) amount $2,475,000
Number of returns with net capital gain (less loss) 350
Net capital gain (less loss) amount $959,000
Number of returns with taxable individual retirement arrangements distributions 270
Taxable individual retirement arrangements distributions amount $4,978,000
Number of returns with taxable pensions and annuities 560
Taxable pensions and annuities amount $15,277,000
Number of farm returns 0
Number of returns with unemployment compensation 170
Unemployment compensation amount [7] $1,061,000
Number of returns with taxable Social Security benefits 400
Taxable Social Security benefits amount $7,840,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $1,839,000
Number of returns with total statutory adjustments 670
Total statutory adjustments amount $1,397,000
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 30
Self-employment health insurance deduction amount $166,000
Number of returns with IRA payments 50
IRA payments amount $214,000
Number of returns with student loan interest deduction 350
Student loan interest deduction amount $384,000
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 1,700
Total itemized deductions amount $34,618,000
Amount of AGI for itemized returns $147,978,000
Number of returns with State and local income taxes 1,530
State and local income taxes amount $5,245,000
Number of returns with State and local general sales tax 140
State and local general sales tax amount $302,000
Number of returns with real estate taxes 1,570
Real estate taxes amount $9,374,000
Number of returns with taxes paid 1,700
Taxes paid amount $15,188,000
Number of returns with mortgage interest paid 1,490
Mortgage interest paid amount $9,281,000
Number of returns with contributions 1,380
Contributions amount $4,114,000
Number of returns with taxable income 2,470
Taxable income amount $146,129,000
Number of returns with income tax before credits 2,470
Income tax before credits amount $22,192,000
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 $1,835,000
Number of returns with foreign tax credit 120
Foreign tax credit amount $9,000
Number of returns with child and dependent care credit 180
Child and dependent care credit amount $112,000
Number of returns with nonrefundable education credit 240
Nonrefundable education credit amount $325,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 780
Child tax credit amount $1,279,000
Number of returns with residential energy tax credit 100
Residential energy tax credit amount $92,000
Number of returns with self-employment tax 220
Self-employment tax amount $483,000
Number of returns with total tax payments 2,460
Total tax payments amount $26,660,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 30
Additional child tax credit amount $33,000
Number of returns with refundable education credit 180
Refundable education credit amount $171,000
Number of returns with income tax 2,450
Income tax amount [10] $20,356,000
Number of returns with tax liability 2,450
Total tax liability amount [11] $21,112,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 530
Tax due at time of filing amount [12] $1,465,000
Number of returns with overpayments refunded 1,940
Overpayments refunded amount [13] $6,953,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 3,270
Number of single returns 410
Number of joint returns 2,660
Number of head of household returns 170
Number of returns with paid preparer's signature 1,700
Number of exemptions 9,050
Number of dependents 3,130
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] 240
Number of elderly returns [4] 820
Adjust gross income (AGI) [5] $435,071,000
Number of returns with total income 3,270
Salaries and wages amount $438,204,000
Number of returns with salaries and wages 3,070
Salaries and wages amount $361,194
Number of returns with taxable interest 1,290
Taxable interest amount $967
Number of returns with ordinary dividends 1,040
Ordinary dividends amount $2,888,000
Number of returns with qualified dividends 970
Qualified dividends amount [6] $2,056
Number of returns with state and local income tax refunds 1,870
State and local income tax refunds amount $1,079
Number of returns with business or professional net income (less loss) 500
Business or professional net income (less loss) amount $4,649,000
Number of returns with net capital gain (less loss) 850
Net capital gain (less loss) amount $4,801,000
Number of returns with taxable individual retirement arrangements distributions 450
Taxable individual retirement arrangements distributions amount $11,128,000
Number of returns with taxable pensions and annuities 830
Taxable pensions and annuities amount $31,418,000
Number of farm returns 0
Number of returns with unemployment compensation 160
Unemployment compensation amount [7] $1,092,000
Number of returns with taxable Social Security benefits 500
Taxable Social Security benefits amount $11,283,000
Number of returns with partnership/S-corp net income (less loss) 250
Partnership/S-corp net income (less loss) amount $5,952,000
Number of returns with total statutory adjustments 1,110
Total statutory adjustments amount $3,133,000
Number of returns with educator expenses 210
Educator expenses amount $56,000
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $477,000
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $433,000
Number of returns with IRA payments 100
IRA payments amount $545,000
Number of returns with student loan interest deduction 540
Student loan interest deduction amount $695,000
Number of returns with tuition and fees deduction 70
Tuition and fees deduction amount $123,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 2,820
Total itemized deductions amount $69,974,000
Amount of AGI for itemized returns $379,476,000
Number of returns with State and local income taxes 2,620
State and local income taxes amount $13,722,000
Number of returns with State and local general sales tax 180
State and local general sales tax amount $465,000
Number of returns with real estate taxes 2,690
Real estate taxes amount $19,546,000
Number of returns with taxes paid 2,820
Taxes paid amount $34,142,000
Number of returns with mortgage interest paid 2,490
Mortgage interest paid amount $17,540,000
Number of returns with contributions 2,470
Contributions amount $9,792,000
Number of returns with taxable income 3,270
Taxable income amount $323,058,000
Number of returns with income tax before credits 3,270
Income tax before credits amount $55,561,000
Number of returns with alternative minimum tax 120
Alternative minimum tax amount $206,000
Number of returns with total tax credits 1,410
Total tax credits amount $1,870,000
Number of returns with foreign tax credit 310
Foreign tax credit amount $47,000
Number of returns with child and dependent care credit 330
Child and dependent care credit amount $184,000
Number of returns with nonrefundable education credit 360
Nonrefundable education credit amount $531,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 720
Child tax credit amount $945,000
Number of returns with residential energy tax credit 130
Residential energy tax credit amount $100,000
Number of returns with self-employment tax 330
Self-employment tax amount $854,000
Number of returns with total tax payments 3,260
Total tax payments amount $61,095,000
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 $312,000
Number of returns with income tax 3,260
Income tax amount [10] $53,691,000
Number of returns with tax liability 3,260
Total tax liability amount [11] $55,056,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 920
Tax due at time of filing amount [12] $3,611,000
Number of returns with overpayments refunded 2,300
Overpayments refunded amount [13] $9,350,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $244,000

Adjusted Gross Income: $200,000 or more

Number of returns 470
Number of single returns 40
Number of joint returns 420
Number of head of household returns 0
Number of returns with paid preparer's signature 280
Number of exemptions 1,400
Number of dependents 510
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] 130
Adjust gross income (AGI) [5] $141,357,000
Number of returns with total income 470
Salaries and wages amount $142,599,000
Number of returns with salaries and wages 460
Salaries and wages amount $97,838
Number of returns with taxable interest 290
Taxable interest amount $378
Number of returns with ordinary dividends 250
Ordinary dividends amount $1,355,000
Number of returns with qualified dividends 240
Qualified dividends amount [6] $1,037
Number of returns with state and local income tax refunds 270
State and local income tax refunds amount $331
Number of returns with business or professional net income (less loss) 90
Business or professional net income (less loss) amount $2,446,000
Number of returns with net capital gain (less loss) 230
Net capital gain (less loss) amount $7,369,000
Number of returns with taxable individual retirement arrangements distributions 80
Taxable individual retirement arrangements distributions amount $3,856,000
Number of returns with taxable pensions and annuities 140
Taxable pensions and annuities amount $9,471,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $206,000
Number of returns with taxable Social Security benefits 70
Taxable Social Security benefits amount $1,571,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $10,103,000
Number of returns with total statutory adjustments 120
Total statutory adjustments amount $1,242,000
Number of returns with educator expenses 30
Educator expenses amount $7,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 20
Self-employment health insurance deduction amount $247,000
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 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 460
Total itemized deductions amount $23,018,000
Amount of AGI for itemized returns $137,606,000
Number of returns with State and local income taxes 440
State and local income taxes amount $4,846,000
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 450
Real estate taxes amount $4,416,000
Number of returns with taxes paid 460
Taxes paid amount $9,408,000
Number of returns with mortgage interest paid 400
Mortgage interest paid amount $3,439,000
Number of returns with contributions 430
Contributions amount $2,969,000
Number of returns with taxable income 470
Taxable income amount $113,224,000
Number of returns with income tax before credits 470
Income tax before credits amount $26,953,000
Number of returns with alternative minimum tax 240
Alternative minimum tax amount $741,000
Number of returns with total tax credits 150
Total tax credits amount $83,000
Number of returns with foreign tax credit 100
Foreign tax credit amount $21,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $20,000
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 $6,000
Number of returns with self-employment tax 60
Self-employment tax amount $369,000
Number of returns with total tax payments 470
Total tax payments amount $25,781,000
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 470
Income tax amount [10] $26,869,000
Number of returns with tax liability 470
Total tax liability amount [11] $27,871,000
Number of returns with net investment income tax 180
Net investment income tax $126,000
Number of returns with tax due at time of filing 240
Tax due at time of filing amount [12] $4,074,000
Number of returns with overpayments refunded 210
Overpayments refunded amount [13] $1,451,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $511,000

[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.