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ZIP Code Database - Facts & Stats

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ZIP Code 63005 Income Tax Stats

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

ZIP Code 63005 Data

Zip Code:63005
City:Chesterfield
State:MO [Missouri]
Counties: SAINT LOUIS, MO
City Alias(es):Chesterfield
Area Code:636 / 314
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





63005 Income Tax Overview

Total Number of Tax Returns for ZIP Code 63005 [1] 8,760
Total Number of Single Tax Returns for ZIP Code 63005 2,430
Total Number of Joint Tax Returns for ZIP Code 63005 5,030
Total Number of Dependents for ZIP Code 63005 6,540
Total Adjusted Gross Income for ZIP Code 63005 $2,034,008,000
Average Income per Person for ZIP Code 63005 $114,573
Average Income per Household for ZIP Code 63005 $232,193

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 2,080
Number of single returns 1,890
Number of joint returns 120
Number of head of household returns 60
Number of returns with paid preparer's signature 920
Number of exemptions 1,120
Number of dependents 190
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] 70
Number of elderly returns [4] 220
Adjust gross income (AGI) [5] $17,700,000
Number of returns with total income 2,080
Salaries and wages amount $18,221,000
Number of returns with salaries and wages 1,680
Salaries and wages amount $14,103
Number of returns with taxable interest 410
Taxable interest amount $270
Number of returns with ordinary dividends 630
Ordinary dividends amount $937,000
Number of returns with qualified dividends 610
Qualified dividends amount [6] $704
Number of returns with state and local income tax refunds 30
State and local income tax refunds amount $29
Number of returns with business or professional net income (less loss) 190
Business or professional net income (less loss) amount $963,000
Number of returns with net capital gain (less loss) 550
Net capital gain (less loss) amount $1,036,000
Number of returns with taxable individual retirement arrangements distributions 90
Taxable individual retirement arrangements distributions amount $844,000
Number of returns with taxable pensions and annuities 140
Taxable pensions and annuities amount $963,000
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 50
Taxable Social Security benefits amount $118,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount ($724,000)
Number of returns with total statutory adjustments 260
Total statutory adjustments amount $521,000
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 30
Self-employment health insurance deduction amount $160,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 60
Student loan interest deduction amount $69,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $77,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 150
Total itemized deductions amount $3,390,000
Amount of AGI for itemized returns $1,975,000
Number of returns with State and local income taxes 60
State and local income taxes amount $236,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $44,000
Number of returns with real estate taxes 90
Real estate taxes amount $592,000
Number of returns with taxes paid 140
Taxes paid amount $927,000
Number of returns with mortgage interest paid 60
Mortgage interest paid amount $613,000
Number of returns with contributions 80
Contributions amount $170,000
Number of returns with taxable income 930
Taxable income amount $4,969,000
Number of returns with income tax before credits 790
Income tax before credits amount $535,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 220
Total tax credits amount $67,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 80
Nonrefundable education credit amount $46,000
Number of returns with retirement savings contribution credit 50
Retirement savings contribution credit amount $9,000
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 170
Self-employment tax amount $208,000
Number of returns with total tax payments 1,720
Total tax payments amount $1,990,000
Number of returns with earned income credit 170
Earned income credit amount [8] $220,000
Number of returns with excess earned income credit 130
Excess earned income credit (refundable) amount [9] $187,000
Number of returns with additional child tax credit 60
Additional child tax credit amount $85,000
Number of returns with refundable education credit 80
Refundable education credit amount $67,000
Number of returns with income tax 710
Income tax amount [10] $469,000
Number of returns with tax liability 850
Total tax liability amount [11] $706,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 260
Tax due at time of filing amount [12] $223,000
Number of returns with overpayments refunded 1,570
Overpayments refunded amount [13] $1,355,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $142,000

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

Number of returns 760
Number of single returns 570
Number of joint returns 140
Number of head of household returns 40
Number of returns with paid preparer's signature 350
Number of exemptions 1,040
Number of dependents 180
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] 200
Adjust gross income (AGI) [5] $28,096,000
Number of returns with total income 760
Salaries and wages amount $28,820,000
Number of returns with salaries and wages 590
Salaries and wages amount $19,995
Number of returns with taxable interest 270
Taxable interest amount $325
Number of returns with ordinary dividends 280
Ordinary dividends amount $1,283,000
Number of returns with qualified dividends 270
Qualified dividends amount [6] $875
Number of returns with state and local income tax refunds 60
State and local income tax refunds amount $39
Number of returns with business or professional net income (less loss) 120
Business or professional net income (less loss) amount $1,337,000
Number of returns with net capital gain (less loss) 240
Net capital gain (less loss) amount $1,218,000
Number of returns with taxable individual retirement arrangements distributions 110
Taxable individual retirement arrangements distributions amount $1,194,000
Number of returns with taxable pensions and annuities 130
Taxable pensions and annuities amount $2,117,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $155,000
Number of returns with taxable Social Security benefits 160
Taxable Social Security benefits amount $1,260,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount ($140,000)
Number of returns with total statutory adjustments 240
Total statutory adjustments amount $724,000
Number of returns with educator expenses 30
Educator expenses amount $6,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $196,000
Number of returns with IRA payments 60
IRA payments amount $306,000
Number of returns with student loan interest deduction 120
Student loan interest deduction amount $156,000
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 210
Total itemized deductions amount $4,847,000
Amount of AGI for itemized returns $7,939,000
Number of returns with State and local income taxes 110
State and local income taxes amount $252,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $86,000
Number of returns with real estate taxes 170
Real estate taxes amount $960,000
Number of returns with taxes paid 210
Taxes paid amount $1,384,000
Number of returns with mortgage interest paid 110
Mortgage interest paid amount $847,000
Number of returns with contributions 150
Contributions amount $467,000
Number of returns with taxable income 690
Taxable income amount $15,898,000
Number of returns with income tax before credits 670
Income tax before credits amount $1,976,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 230
Total tax credits amount $160,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 70
Nonrefundable education credit amount $88,000
Number of returns with retirement savings contribution credit 90
Retirement savings contribution credit amount $14,000
Number of returns with child tax credit 50
Child tax credit amount $46,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 90
Self-employment tax amount $259,000
Number of returns with total tax payments 700
Total tax payments amount $2,947,000
Number of returns with earned income credit 50
Earned income credit amount [8] $96,000
Number of returns with excess earned income credit 30
Excess earned income credit (refundable) amount [9] $75,000
Number of returns with additional child tax credit 50
Additional child tax credit amount $69,000
Number of returns with refundable education credit 40
Refundable education credit amount $37,000
Number of returns with income tax 630
Income tax amount [10] $1,816,000
Number of returns with tax liability 650
Total tax liability amount [11] $2,099,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 170
Tax due at time of filing amount [12] $283,000
Number of returns with overpayments refunded 540
Overpayments refunded amount [13] $1,082,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $42,000

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

Number of returns 560
Number of single returns 310
Number of joint returns 190
Number of head of household returns 40
Number of returns with paid preparer's signature 280
Number of exemptions 940
Number of dependents 200
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 40
Number of elderly returns [4] 220
Adjust gross income (AGI) [5] $34,676,000
Number of returns with total income 560
Salaries and wages amount $35,402,000
Number of returns with salaries and wages 400
Salaries and wages amount $21,991
Number of returns with taxable interest 280
Taxable interest amount $416
Number of returns with ordinary dividends 270
Ordinary dividends amount $1,941,000
Number of returns with qualified dividends 260
Qualified dividends amount [6] $1,414
Number of returns with state and local income tax refunds 110
State and local income tax refunds amount $116
Number of returns with business or professional net income (less loss) 100
Business or professional net income (less loss) amount $1,006,000
Number of returns with net capital gain (less loss) 230
Net capital gain (less loss) amount $1,132,000
Number of returns with taxable individual retirement arrangements distributions 120
Taxable individual retirement arrangements distributions amount $2,142,000
Number of returns with taxable pensions and annuities 140
Taxable pensions and annuities amount $3,089,000
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 160
Taxable Social Security benefits amount $2,836,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $729,000
Number of returns with total statutory adjustments 180
Total statutory adjustments amount $726,000
Number of returns with educator expenses 20
Educator expenses amount $6,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $237,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 70
Student loan interest deduction amount $81,000
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 260
Total itemized deductions amount $6,803,000
Amount of AGI for itemized returns $16,345,000
Number of returns with State and local income taxes 190
State and local income taxes amount $557,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $96,000
Number of returns with real estate taxes 210
Real estate taxes amount $1,389,000
Number of returns with taxes paid 260
Taxes paid amount $2,239,000
Number of returns with mortgage interest paid 140
Mortgage interest paid amount $1,362,000
Number of returns with contributions 210
Contributions amount $691,000
Number of returns with taxable income 540
Taxable income amount $21,873,000
Number of returns with income tax before credits 520
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 220
Total tax credits amount $188,000
Number of returns with foreign tax credit 110
Foreign tax credit amount $17,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $26,000
Number of returns with nonrefundable education credit 50
Nonrefundable education credit amount $62,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 60
Child tax credit amount $84,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 80
Self-employment tax amount $298,000
Number of returns with total tax payments 520
Total tax payments amount $3,892,000
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 40
Refundable education credit amount $37,000
Number of returns with income tax 500
Income tax amount [10] $2,893,000
Number of returns with tax liability 510
Total tax liability amount [11] $3,203,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 150
Tax due at time of filing amount [12] $483,000
Number of returns with overpayments refunded 370
Overpayments refunded amount [13] $1,096,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $60,000

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

Number of returns 500
Number of single returns 150
Number of joint returns 290
Number of head of household returns 50
Number of returns with paid preparer's signature 310
Number of exemptions 1,060
Number of dependents 270
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] $43,511,000
Number of returns with total income 500
Salaries and wages amount $44,546,000
Number of returns with salaries and wages 350
Salaries and wages amount $22,697
Number of returns with taxable interest 280
Taxable interest amount $491
Number of returns with ordinary dividends 260
Ordinary dividends amount $2,171,000
Number of returns with qualified dividends 250
Qualified dividends amount [6] $1,676
Number of returns with state and local income tax refunds 160
State and local income tax refunds amount $179
Number of returns with business or professional net income (less loss) 100
Business or professional net income (less loss) amount $2,205,000
Number of returns with net capital gain (less loss) 230
Net capital gain (less loss) amount $1,611,000
Number of returns with taxable individual retirement arrangements distributions 150
Taxable individual retirement arrangements distributions amount $3,972,000
Number of returns with taxable pensions and annuities 170
Taxable pensions and annuities amount $5,349,000
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 190
Taxable Social Security benefits amount $4,398,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $628,000
Number of returns with total statutory adjustments 150
Total statutory adjustments amount $1,035,000
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 40
Self-employment health insurance deduction amount $311,000
Number of returns with IRA payments 20
IRA payments amount $164,000
Number of returns with student loan interest deduction 30
Student loan interest deduction amount $24,000
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 340
Total itemized deductions amount $9,137,000
Amount of AGI for itemized returns $29,513,000
Number of returns with State and local income taxes 270
State and local income taxes amount $1,243,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $92,000
Number of returns with real estate taxes 300
Real estate taxes amount $2,027,000
Number of returns with taxes paid 340
Taxes paid amount $3,563,000
Number of returns with mortgage interest paid 210
Mortgage interest paid amount $1,928,000
Number of returns with contributions 300
Contributions amount $1,220,000
Number of returns with taxable income 490
Taxable income amount $28,659,000
Number of returns with income tax before credits 480
Income tax before credits amount $4,118,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 200
Total tax credits amount $232,000
Number of returns with foreign tax credit 100
Foreign tax credit amount $17,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 30
Nonrefundable education credit amount $43,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 90
Child tax credit amount $146,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 80
Self-employment tax amount $415,000
Number of returns with total tax payments 480
Total tax payments amount $5,046,000
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 30
Refundable education credit amount $23,000
Number of returns with income tax 470
Income tax amount [10] $3,886,000
Number of returns with tax liability 480
Total tax liability amount [11] $4,333,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 170
Tax due at time of filing amount [12] $648,000
Number of returns with overpayments refunded 300
Overpayments refunded amount [13] $1,195,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $159,000

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

Number of returns 1,870
Number of single returns 240
Number of joint returns 1,540
Number of head of household returns 80
Number of returns with paid preparer's signature 1,070
Number of exemptions 5,120
Number of dependents 1,710
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] 40
Number of elderly returns [4] 800
Adjust gross income (AGI) [5] $278,887,000
Number of returns with total income 1,870
Salaries and wages amount $284,616,000
Number of returns with salaries and wages 1,510
Salaries and wages amount $177,701
Number of returns with taxable interest 1,310
Taxable interest amount $2,478
Number of returns with ordinary dividends 1,210
Ordinary dividends amount $11,003,000
Number of returns with qualified dividends 1,170
Qualified dividends amount [6] $8,487
Number of returns with state and local income tax refunds 1,050
State and local income tax refunds amount $1,426
Number of returns with business or professional net income (less loss) 380
Business or professional net income (less loss) amount $10,533,000
Number of returns with net capital gain (less loss) 1,120
Net capital gain (less loss) amount $12,514,000
Number of returns with taxable individual retirement arrangements distributions 550
Taxable individual retirement arrangements distributions amount $21,392,000
Number of returns with taxable pensions and annuities 570
Taxable pensions and annuities amount $22,113,000
Number of farm returns 40
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $150,000
Number of returns with taxable Social Security benefits 590
Taxable Social Security benefits amount $15,422,000
Number of returns with partnership/S-corp net income (less loss) 370
Partnership/S-corp net income (less loss) amount $10,298,000
Number of returns with total statutory adjustments 670
Total statutory adjustments amount $5,729,000
Number of returns with educator expenses 80
Educator expenses amount $19,000
Number of returns with self-employment retirement plans 70
Self-employment retirement plans amount $1,338,000
Number of returns with self-employment health insurance deduction 170
Self-employment health insurance deduction amount $1,788,000
Number of returns with IRA payments 100
IRA payments amount $663,000
Number of returns with student loan interest deduction 80
Student loan interest deduction amount $95,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $65,000
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $93,000
Number of returns with itemized deductions 1,700
Total itemized deductions amount $52,569,000
Amount of AGI for itemized returns $255,650,000
Number of returns with State and local income taxes 1,610
State and local income taxes amount $11,569,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $191,000
Number of returns with real estate taxes 1,620
Real estate taxes amount $11,878,000
Number of returns with taxes paid 1,700
Taxes paid amount $24,889,000
Number of returns with mortgage interest paid 1,280
Mortgage interest paid amount $12,458,000
Number of returns with contributions 1,560
Contributions amount $7,353,000
Number of returns with taxable income 1,870
Taxable income amount $203,735,000
Number of returns with income tax before credits 1,860
Income tax before credits amount $34,947,000
Number of returns with alternative minimum tax 90
Alternative minimum tax amount $218,000
Number of returns with total tax credits 960
Total tax credits amount $904,000
Number of returns with foreign tax credit 530
Foreign tax credit amount $132,000
Number of returns with child and dependent care credit 150
Child and dependent care credit amount $77,000
Number of returns with nonrefundable education credit 160
Nonrefundable education credit amount $238,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 230
Child tax credit amount $287,000
Number of returns with residential energy tax credit 70
Residential energy tax credit amount $20,000
Number of returns with self-employment tax 330
Self-employment tax amount $1,898,000
Number of returns with total tax payments 1,850
Total tax payments amount $39,045,000
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 150
Refundable education credit amount $144,000
Number of returns with income tax 1,850
Income tax amount [10] $34,043,000
Number of returns with tax liability 1,850
Total tax liability amount [11] $36,159,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 740
Tax due at time of filing amount [12] $3,698,000
Number of returns with overpayments refunded 1,010
Overpayments refunded amount [13] $5,841,000
Number of returns with credit to next year’s estimated tax 150
Credited to next year’s estimated tax amount $770,000

Adjusted Gross Income: $200,000 or more

Number of returns 2,990
Number of single returns 150
Number of joint returns 2,750
Number of head of household returns 60
Number of returns with paid preparer's signature 2,100
Number of exemptions 9,730
Number of dependents 3,990
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] 30
Number of elderly returns [4] 850
Adjust gross income (AGI) [5] $1,631,138,000
Number of returns with total income 2,990
Salaries and wages amount $1,660,253,000
Number of returns with salaries and wages 2,700
Salaries and wages amount $945,668
Number of returns with taxable interest 2,490
Taxable interest amount $14,664
Number of returns with ordinary dividends 2,330
Ordinary dividends amount $53,146,000
Number of returns with qualified dividends 2,280
Qualified dividends amount [6] $42,597
Number of returns with state and local income tax refunds 1,550
State and local income tax refunds amount $7,513
Number of returns with business or professional net income (less loss) 710
Business or professional net income (less loss) amount $55,196,000
Number of returns with net capital gain (less loss) 2,240
Net capital gain (less loss) amount $126,049,000
Number of returns with taxable individual retirement arrangements distributions 540
Taxable individual retirement arrangements distributions amount $27,943,000
Number of returns with taxable pensions and annuities 560
Taxable pensions and annuities amount $24,624,000
Number of farm returns 40
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $160,000
Number of returns with taxable Social Security benefits 430
Taxable Social Security benefits amount $12,843,000
Number of returns with partnership/S-corp net income (less loss) 1,090
Partnership/S-corp net income (less loss) amount $373,555,000
Number of returns with total statutory adjustments 1,150
Total statutory adjustments amount $29,115,000
Number of returns with educator expenses 50
Educator expenses amount $12,000
Number of returns with self-employment retirement plans 260
Self-employment retirement plans amount $8,868,000
Number of returns with self-employment health insurance deduction 450
Self-employment health insurance deduction amount $6,071,000
Number of returns with IRA payments 60
IRA payments amount $571,000
Number of returns with student loan interest deduction 0
Student loan interest deduction amount $0
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 100
Domestic production activities deduction amount $3,984,000
Number of returns with itemized deductions 2,970
Total itemized deductions amount $191,587,000
Amount of AGI for itemized returns $1,622,525,000
Number of returns with State and local income taxes 2,900
State and local income taxes amount $93,992,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $216,000
Number of returns with real estate taxes 2,910
Real estate taxes amount $30,051,000
Number of returns with taxes paid 2,970
Taxes paid amount $127,899,000
Number of returns with mortgage interest paid 2,450
Mortgage interest paid amount $33,787,000
Number of returns with contributions 2,830
Contributions amount $38,371,000
Number of returns with taxable income 2,980
Taxable income amount $1,418,286,000
Number of returns with income tax before credits 2,980
Income tax before credits amount $415,283,000
Number of returns with alternative minimum tax 1,950
Alternative minimum tax amount $11,807,000
Number of returns with total tax credits 1,590
Total tax credits amount $5,219,000
Number of returns with foreign tax credit 1,270
Foreign tax credit amount $1,561,000
Number of returns with child and dependent care credit 300
Child and dependent care credit amount $146,000
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 80
Residential energy tax credit amount $38,000
Number of returns with self-employment tax 760
Self-employment tax amount $9,765,000
Number of returns with total tax payments 2,970
Total tax payments amount $419,116,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 0
Refundable education credit amount $0
Number of returns with income tax 2,980
Income tax amount [10] $410,063,000
Number of returns with tax liability 2,980
Total tax liability amount [11] $430,213,000
Number of returns with net investment income tax 2,010
Net investment income tax $4,968,000
Number of returns with tax due at time of filing 1,660
Tax due at time of filing amount [12] $45,303,000
Number of returns with overpayments refunded 940
Overpayments refunded amount [13] $11,584,000
Number of returns with credit to next year’s estimated tax 450
Credited to next year’s estimated tax amount $22,132,000

[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.