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ZIP Code Database - Facts & Stats

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ZIP Code 63021 Income Tax Stats

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

ZIP Code 63021 Data

Zip Code:63021
City:Ballwin
State:MO [Missouri]
Counties: SAINT LOUIS, MO
City Alias(es):Ballwin
Area Code:636
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





63021 Income Tax Overview

Total Number of Tax Returns for ZIP Code 63021 [1] 28,220
Total Number of Single Tax Returns for ZIP Code 63021 10,750
Total Number of Joint Tax Returns for ZIP Code 63021 12,920
Total Number of Dependents for ZIP Code 63021 16,570
Total Adjusted Gross Income for ZIP Code 63021 $2,526,576,000
Average Income per Person for ZIP Code 63021 $44,908
Average Income per Household for ZIP Code 63021 $89,531

The following tables break down the 2017 Income Tax Statistics into different Gross Income levels.


Adjusted Gross Income: 1 under $25,000

Number of returns 7,580
Number of single returns 6,410
Number of joint returns 640
Number of head of household returns 450
Number of returns with paid preparer's signature 2,840
Number of exemptions 6,620
Number of dependents 1,260
Total number of volunteer prepared returns [5] 230
Number of volunteer income tax assistance (VITA) prepared returns [3] 50
Number of tax counseling for the elderly (TCE) prepared returns [3] 180
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 570
Number of elderly returns [4] 1,610
Adjust gross income (AGI) [5] $81,355,000
Number of returns with total income 7,580
Salaries and wages amount $83,111,000
Number of returns with salaries and wages 5,840
Salaries and wages amount $59,455
Number of returns with taxable interest 1,550
Taxable interest amount $778
Number of returns with ordinary dividends 1,370
Ordinary dividends amount $2,229,000
Number of returns with qualified dividends 1,270
Qualified dividends amount [6] $1,432
Number of returns with state and local income tax refunds 140
State and local income tax refunds amount $68
Number of returns with business or professional net income (less loss) 870
Business or professional net income (less loss) amount $5,742,000
Number of returns with net capital gain (less loss) 1,140
Net capital gain (less loss) amount $988,000
Number of returns with taxable individual retirement arrangements distributions 710
Taxable individual retirement arrangements distributions amount $4,497,000
Number of returns with taxable pensions and annuities 1,020
Taxable pensions and annuities amount $7,884,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $253,000
Number of returns with taxable Social Security benefits 470
Taxable Social Security benefits amount $979,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $71,000
Number of returns with total statutory adjustments 1,160
Total statutory adjustments amount $1,756,000
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 150
Self-employment health insurance deduction amount $477,000
Number of returns with IRA payments 40
IRA payments amount $150,000
Number of returns with student loan interest deduction 320
Student loan interest deduction amount $302,000
Number of returns with tuition and fees deduction 70
Tuition and fees deduction amount $205,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 680
Total itemized deductions amount $11,494,000
Amount of AGI for itemized returns $8,984,000
Number of returns with State and local income taxes 200
State and local income taxes amount $209,000
Number of returns with State and local general sales tax 370
State and local general sales tax amount $258,000
Number of returns with real estate taxes 530
Real estate taxes amount $1,665,000
Number of returns with taxes paid 650
Taxes paid amount $2,302,000
Number of returns with mortgage interest paid 360
Mortgage interest paid amount $1,826,000
Number of returns with contributions 470
Contributions amount $798,000
Number of returns with taxable income 3,480
Taxable income amount $20,358,000
Number of returns with income tax before credits 3,330
Income tax before credits amount $2,152,000
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 $254,000
Number of returns with foreign tax credit 160
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $9,000
Number of returns with nonrefundable education credit 260
Nonrefundable education credit amount $155,000
Number of returns with retirement savings contribution credit 270
Retirement savings contribution credit amount $51,000
Number of returns with child tax credit 100
Child tax credit amount $32,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 750
Self-employment tax amount $991,000
Number of returns with total tax payments 6,620
Total tax payments amount $9,479,000
Number of returns with earned income credit 1,270
Earned income credit amount [8] $2,461,000
Number of returns with excess earned income credit 1,030
Excess earned income credit (refundable) amount [9] $2,031,000
Number of returns with additional child tax credit 560
Additional child tax credit amount $698,000
Number of returns with refundable education credit 280
Refundable education credit amount $235,000
Number of returns with income tax 2,970
Income tax amount [10] $1,898,000
Number of returns with tax liability 3,580
Total tax liability amount [11] $3,011,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 760
Tax due at time of filing amount [12] $614,000
Number of returns with overpayments refunded 6,120
Overpayments refunded amount [13] $6,989,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $72,000

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

Number of returns 4,880
Number of single returns 3,030
Number of joint returns 1,090
Number of head of household returns 610
Number of returns with paid preparer's signature 2,050
Number of exemptions 7,810
Number of dependents 1,910
Total number of volunteer prepared returns [5] 100
Number of volunteer income tax assistance (VITA) prepared returns [3] 20
Number of tax counseling for the elderly (TCE) prepared returns [3] 80
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 560
Number of elderly returns [4] 1,320
Adjust gross income (AGI) [5] $180,843,000
Number of returns with total income 4,880
Salaries and wages amount $184,291,000
Number of returns with salaries and wages 3,990
Salaries and wages amount $136,199
Number of returns with taxable interest 1,350
Taxable interest amount $1,168
Number of returns with ordinary dividends 1,110
Ordinary dividends amount $3,580,000
Number of returns with qualified dividends 1,040
Qualified dividends amount [6] $2,579
Number of returns with state and local income tax refunds 530
State and local income tax refunds amount $305
Number of returns with business or professional net income (less loss) 680
Business or professional net income (less loss) amount $6,433,000
Number of returns with net capital gain (less loss) 910
Net capital gain (less loss) amount $2,438,000
Number of returns with taxable individual retirement arrangements distributions 690
Taxable individual retirement arrangements distributions amount $8,444,000
Number of returns with taxable pensions and annuities 970
Taxable pensions and annuities amount $15,159,000
Number of farm returns 30
Number of returns with unemployment compensation 110
Unemployment compensation amount [7] $428,000
Number of returns with taxable Social Security benefits 1,010
Taxable Social Security benefits amount $7,988,000
Number of returns with partnership/S-corp net income (less loss) 180
Partnership/S-corp net income (less loss) amount $1,102,000
Number of returns with total statutory adjustments 1,420
Total statutory adjustments amount $3,448,000
Number of returns with educator expenses 110
Educator expenses amount $27,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 170
Self-employment health insurance deduction amount $828,000
Number of returns with IRA payments 110
IRA payments amount $589,000
Number of returns with student loan interest deduction 730
Student loan interest deduction amount $845,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $55,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,240
Total itemized deductions amount $19,670,000
Amount of AGI for itemized returns $48,501,000
Number of returns with State and local income taxes 850
State and local income taxes amount $1,390,000
Number of returns with State and local general sales tax 350
State and local general sales tax amount $373,000
Number of returns with real estate taxes 1,030
Real estate taxes amount $3,314,000
Number of returns with taxes paid 1,230
Taxes paid amount $5,481,000
Number of returns with mortgage interest paid 850
Mortgage interest paid amount $4,253,000
Number of returns with contributions 970
Contributions amount $2,281,000
Number of returns with taxable income 4,680
Taxable income amount $100,978,000
Number of returns with income tax before credits 4,620
Income tax before credits amount $12,491,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,700
Total tax credits amount $1,335,000
Number of returns with foreign tax credit 280
Foreign tax credit amount $12,000
Number of returns with child and dependent care credit 160
Child and dependent care credit amount $84,000
Number of returns with nonrefundable education credit 410
Nonrefundable education credit amount $435,000
Number of returns with retirement savings contribution credit 630
Retirement savings contribution credit amount $120,000
Number of returns with child tax credit 690
Child tax credit amount $656,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $11,000
Number of returns with self-employment tax 530
Self-employment tax amount $1,368,000
Number of returns with total tax payments 4,710
Total tax payments amount $19,730,000
Number of returns with earned income credit 670
Earned income credit amount [8] $1,355,000
Number of returns with excess earned income credit 510
Excess earned income credit (refundable) amount [9] $999,000
Number of returns with additional child tax credit 500
Additional child tax credit amount $694,000
Number of returns with refundable education credit 240
Refundable education credit amount $216,000
Number of returns with income tax 4,110
Income tax amount [10] $11,156,000
Number of returns with tax liability 4,320
Total tax liability amount [11] $12,718,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 930
Tax due at time of filing amount [12] $1,370,000
Number of returns with overpayments refunded 3,840
Overpayments refunded amount [13] $8,216,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $114,000

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

Number of returns 3,740
Number of single returns 1,730
Number of joint returns 1,470
Number of head of household returns 430
Number of returns with paid preparer's signature 1,770
Number of exemptions 7,120
Number of dependents 1,920
Total number of volunteer prepared returns [5] 60
Number of volunteer income tax assistance (VITA) prepared returns [3] 20
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] 300
Number of elderly returns [4] 1,280
Adjust gross income (AGI) [5] $231,329,000
Number of returns with total income 3,740
Salaries and wages amount $235,021,000
Number of returns with salaries and wages 3,100
Salaries and wages amount $167,555
Number of returns with taxable interest 1,500
Taxable interest amount $1,279
Number of returns with ordinary dividends 1,200
Ordinary dividends amount $4,133,000
Number of returns with qualified dividends 1,140
Qualified dividends amount [6] $2,931
Number of returns with state and local income tax refunds 990
State and local income tax refunds amount $653
Number of returns with business or professional net income (less loss) 580
Business or professional net income (less loss) amount $7,055,000
Number of returns with net capital gain (less loss) 1,010
Net capital gain (less loss) amount $3,746,000
Number of returns with taxable individual retirement arrangements distributions 720
Taxable individual retirement arrangements distributions amount $10,718,000
Number of returns with taxable pensions and annuities 1,000
Taxable pensions and annuities amount $22,079,000
Number of farm returns 0
Number of returns with unemployment compensation 100
Unemployment compensation amount [7] $304,000
Number of returns with taxable Social Security benefits 960
Taxable Social Security benefits amount $15,252,000
Number of returns with partnership/S-corp net income (less loss) 180
Partnership/S-corp net income (less loss) amount $1,803,000
Number of returns with total statutory adjustments 1,270
Total statutory adjustments amount $3,692,000
Number of returns with educator expenses 160
Educator expenses amount $41,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $359,000
Number of returns with self-employment health insurance deduction 130
Self-employment health insurance deduction amount $812,000
Number of returns with IRA payments 140
IRA payments amount $669,000
Number of returns with student loan interest deduction 570
Student loan interest deduction amount $685,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $107,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,800
Total itemized deductions amount $29,541,000
Amount of AGI for itemized returns $112,639,000
Number of returns with State and local income taxes 1,540
State and local income taxes amount $3,925,000
Number of returns with State and local general sales tax 240
State and local general sales tax amount $360,000
Number of returns with real estate taxes 1,640
Real estate taxes amount $5,286,000
Number of returns with taxes paid 1,800
Taxes paid amount $10,182,000
Number of returns with mortgage interest paid 1,410
Mortgage interest paid amount $7,574,000
Number of returns with contributions 1,420
Contributions amount $3,953,000
Number of returns with taxable income 3,720
Taxable income amount $154,000,000
Number of returns with income tax before credits 3,700
Income tax before credits amount $21,714,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,490
Total tax credits amount $1,802,000
Number of returns with foreign tax credit 380
Foreign tax credit amount $29,000
Number of returns with child and dependent care credit 180
Child and dependent care credit amount $91,000
Number of returns with nonrefundable education credit 290
Nonrefundable education credit amount $369,000
Number of returns with retirement savings contribution credit 210
Retirement savings contribution credit amount $40,000
Number of returns with child tax credit 830
Child tax credit amount $1,236,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $19,000
Number of returns with self-employment tax 460
Self-employment tax amount $1,331,000
Number of returns with total tax payments 3,660
Total tax payments amount $26,491,000
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 110
Additional child tax credit amount $138,000
Number of returns with refundable education credit 190
Refundable education credit amount $180,000
Number of returns with income tax 3,580
Income tax amount [10] $19,912,000
Number of returns with tax liability 3,630
Total tax liability amount [11] $21,405,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 930
Tax due at time of filing amount [12] $2,171,000
Number of returns with overpayments refunded 2,710
Overpayments refunded amount [13] $6,992,000
Number of returns with credit to next year’s estimated tax 100
Credited to next year’s estimated tax amount $197,000

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

Number of returns 3,140
Number of single returns 840
Number of joint returns 1,990
Number of head of household returns 250
Number of returns with paid preparer's signature 1,560
Number of exemptions 7,220
Number of dependents 2,080
Total number of volunteer prepared returns [5] 30
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 30
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 170
Number of elderly returns [4] 1,190
Adjust gross income (AGI) [5] $273,629,000
Number of returns with total income 3,140
Salaries and wages amount $277,405,000
Number of returns with salaries and wages 2,630
Salaries and wages amount $192,828
Number of returns with taxable interest 1,590
Taxable interest amount $1,439
Number of returns with ordinary dividends 1,280
Ordinary dividends amount $4,994,000
Number of returns with qualified dividends 1,210
Qualified dividends amount [6] $3,616
Number of returns with state and local income tax refunds 1,230
State and local income tax refunds amount $983
Number of returns with business or professional net income (less loss) 520
Business or professional net income (less loss) amount $7,570,000
Number of returns with net capital gain (less loss) 1,080
Net capital gain (less loss) amount $5,005,000
Number of returns with taxable individual retirement arrangements distributions 690
Taxable individual retirement arrangements distributions amount $13,399,000
Number of returns with taxable pensions and annuities 910
Taxable pensions and annuities amount $29,192,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $200,000
Number of returns with taxable Social Security benefits 850
Taxable Social Security benefits amount $17,679,000
Number of returns with partnership/S-corp net income (less loss) 220
Partnership/S-corp net income (less loss) amount $2,687,000
Number of returns with total statutory adjustments 1,070
Total statutory adjustments amount $3,776,000
Number of returns with educator expenses 150
Educator expenses amount $41,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $251,000
Number of returns with self-employment health insurance deduction 130
Self-employment health insurance deduction amount $919,000
Number of returns with IRA payments 110
IRA payments amount $651,000
Number of returns with student loan interest deduction 460
Student loan interest deduction amount $543,000
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 1,980
Total itemized deductions amount $36,980,000
Amount of AGI for itemized returns $172,923,000
Number of returns with State and local income taxes 1,830
State and local income taxes amount $6,669,000
Number of returns with State and local general sales tax 130
State and local general sales tax amount $319,000
Number of returns with real estate taxes 1,840
Real estate taxes amount $6,576,000
Number of returns with taxes paid 1,980
Taxes paid amount $14,417,000
Number of returns with mortgage interest paid 1,580
Mortgage interest paid amount $9,618,000
Number of returns with contributions 1,640
Contributions amount $5,021,000
Number of returns with taxable income 3,130
Taxable income amount $193,704,000
Number of returns with income tax before credits 3,120
Income tax before credits amount $28,680,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,500
Total tax credits amount $2,075,000
Number of returns with foreign tax credit 470
Foreign tax credit amount $52,000
Number of returns with child and dependent care credit 230
Child and dependent care credit amount $131,000
Number of returns with nonrefundable education credit 330
Nonrefundable education credit amount $434,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 850
Child tax credit amount $1,379,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $23,000
Number of returns with self-employment tax 400
Self-employment tax amount $1,365,000
Number of returns with total tax payments 3,110
Total tax payments amount $32,670,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 20
Additional child tax credit amount $36,000
Number of returns with refundable education credit 230
Refundable education credit amount $216,000
Number of returns with income tax 3,100
Income tax amount [10] $26,604,000
Number of returns with tax liability 3,110
Total tax liability amount [11] $28,141,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 900
Tax due at time of filing amount [12] $2,353,000
Number of returns with overpayments refunded 2,160
Overpayments refunded amount [13] $6,618,000
Number of returns with credit to next year’s estimated tax 100
Credited to next year’s estimated tax amount $232,000

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

Number of returns 6,380
Number of single returns 690
Number of joint returns 5,430
Number of head of household returns 210
Number of returns with paid preparer's signature 3,140
Number of exemptions 18,100
Number of dependents 6,280
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] 260
Number of elderly returns [4] 2,010
Adjust gross income (AGI) [5] $884,252,000
Number of returns with total income 6,380
Salaries and wages amount $894,752,000
Number of returns with salaries and wages 5,730
Salaries and wages amount $676,563
Number of returns with taxable interest 3,780
Taxable interest amount $3,765
Number of returns with ordinary dividends 3,110
Ordinary dividends amount $17,250,000
Number of returns with qualified dividends 2,970
Qualified dividends amount [6] $13,295
Number of returns with state and local income tax refunds 3,650
State and local income tax refunds amount $3,683
Number of returns with business or professional net income (less loss) 1,190
Business or professional net income (less loss) amount $21,652,000
Number of returns with net capital gain (less loss) 2,710
Net capital gain (less loss) amount $20,934,000
Number of returns with taxable individual retirement arrangements distributions 1,340
Taxable individual retirement arrangements distributions amount $37,313,000
Number of returns with taxable pensions and annuities 1,640
Taxable pensions and annuities amount $58,704,000
Number of farm returns 20
Number of returns with unemployment compensation 150
Unemployment compensation amount [7] $425,000
Number of returns with taxable Social Security benefits 1,280
Taxable Social Security benefits amount $30,617,000
Number of returns with partnership/S-corp net income (less loss) 750
Partnership/S-corp net income (less loss) amount $18,066,000
Number of returns with total statutory adjustments 2,530
Total statutory adjustments amount $10,500,000
Number of returns with educator expenses 380
Educator expenses amount $99,000
Number of returns with self-employment retirement plans 110
Self-employment retirement plans amount $1,474,000
Number of returns with self-employment health insurance deduction 260
Self-employment health insurance deduction amount $2,273,000
Number of returns with IRA payments 260
IRA payments amount $1,392,000
Number of returns with student loan interest deduction 920
Student loan interest deduction amount $1,047,000
Number of returns with tuition and fees deduction 150
Tuition and fees deduction amount $245,000
Returns with domestic production activities deduction 50
Domestic production activities deduction amount $169,000
Number of returns with itemized deductions 5,460
Total itemized deductions amount $129,603,000
Amount of AGI for itemized returns $769,527,000
Number of returns with State and local income taxes 5,290
State and local income taxes amount $34,573,000
Number of returns with State and local general sales tax 130
State and local general sales tax amount $362,000
Number of returns with real estate taxes 5,260
Real estate taxes amount $22,795,000
Number of returns with taxes paid 5,450
Taxes paid amount $61,178,000
Number of returns with mortgage interest paid 4,660
Mortgage interest paid amount $32,799,000
Number of returns with contributions 4,870
Contributions amount $18,366,000
Number of returns with taxable income 6,370
Taxable income amount $669,763,000
Number of returns with income tax before credits 6,350
Income tax before credits amount $114,656,000
Number of returns with alternative minimum tax 110
Alternative minimum tax amount $210,000
Number of returns with total tax credits 3,260
Total tax credits amount $3,601,000
Number of returns with foreign tax credit 1,190
Foreign tax credit amount $170,000
Number of returns with child and dependent care credit 820
Child and dependent care credit amount $462,000
Number of returns with nonrefundable education credit 670
Nonrefundable education credit amount $924,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 1,380
Child tax credit amount $1,783,000
Number of returns with residential energy tax credit 130
Residential energy tax credit amount $39,000
Number of returns with self-employment tax 990
Self-employment tax amount $4,083,000
Number of returns with total tax payments 6,350
Total tax payments amount $122,345,000
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 580
Refundable education credit amount $556,000
Number of returns with income tax 6,340
Income tax amount [10] $111,055,000
Number of returns with tax liability 6,340
Total tax liability amount [11] $115,724,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 2,370
Tax due at time of filing amount [12] $9,378,000
Number of returns with overpayments refunded 3,800
Overpayments refunded amount [13] $14,864,000
Number of returns with credit to next year’s estimated tax 260
Credited to next year’s estimated tax amount $1,050,000

Adjusted Gross Income: $200,000 or more

Number of returns 2,500
Number of single returns 130
Number of joint returns 2,300
Number of head of household returns 60
Number of returns with paid preparer's signature 1,570
Number of exemptions 7,930
Number of dependents 3,120
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] 660
Adjust gross income (AGI) [5] $875,168,000
Number of returns with total income 2,500
Salaries and wages amount $888,848,000
Number of returns with salaries and wages 2,310
Salaries and wages amount $579,734
Number of returns with taxable interest 1,960
Taxable interest amount $4,467
Number of returns with ordinary dividends 1,810
Ordinary dividends amount $25,439,000
Number of returns with qualified dividends 1,760
Qualified dividends amount [6] $20,860
Number of returns with state and local income tax refunds 1,410
State and local income tax refunds amount $3,430
Number of returns with business or professional net income (less loss) 540
Business or professional net income (less loss) amount $30,217,000
Number of returns with net capital gain (less loss) 1,680
Net capital gain (less loss) amount $65,716,000
Number of returns with taxable individual retirement arrangements distributions 440
Taxable individual retirement arrangements distributions amount $20,189,000
Number of returns with taxable pensions and annuities 540
Taxable pensions and annuities amount $24,744,000
Number of farm returns 30
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $137,000
Number of returns with taxable Social Security benefits 350
Taxable Social Security benefits amount $9,185,000
Number of returns with partnership/S-corp net income (less loss) 630
Partnership/S-corp net income (less loss) amount $115,821,000
Number of returns with total statutory adjustments 830
Total statutory adjustments amount $13,680,000
Number of returns with educator expenses 70
Educator expenses amount $17,000
Number of returns with self-employment retirement plans 160
Self-employment retirement plans amount $4,485,000
Number of returns with self-employment health insurance deduction 250
Self-employment health insurance deduction amount $3,243,000
Number of returns with IRA payments 30
IRA payments amount $284,000
Number of returns with student loan interest deduction 0
Student loan interest deduction amount $0
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 70
Domestic production activities deduction amount $1,403,000
Number of returns with itemized deductions 2,470
Total itemized deductions amount $106,699,000
Amount of AGI for itemized returns $863,612,000
Number of returns with State and local income taxes 2,420
State and local income taxes amount $46,263,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $219,000
Number of returns with real estate taxes 2,390
Real estate taxes amount $14,538,000
Number of returns with taxes paid 2,470
Taxes paid amount $63,446,000
Number of returns with mortgage interest paid 2,000
Mortgage interest paid amount $17,334,000
Number of returns with contributions 2,320
Contributions amount $22,161,000
Number of returns with taxable income 2,500
Taxable income amount $743,430,000
Number of returns with income tax before credits 2,500
Income tax before credits amount $188,711,000
Number of returns with alternative minimum tax 1,450
Alternative minimum tax amount $6,309,000
Number of returns with total tax credits 1,180
Total tax credits amount $1,386,000
Number of returns with foreign tax credit 910
Foreign tax credit amount $598,000
Number of returns with child and dependent care credit 280
Child and dependent care credit amount $149,000
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 60
Residential energy tax credit amount $16,000
Number of returns with self-employment tax 550
Self-employment tax amount $4,854,000
Number of returns with total tax payments 2,490
Total tax payments amount $187,637,000
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 2,500
Income tax amount [10] $187,325,000
Number of returns with tax liability 2,500
Total tax liability amount [11] $196,206,000
Number of returns with net investment income tax 1,220
Net investment income tax $1,972,000
Number of returns with tax due at time of filing 1,370
Tax due at time of filing amount [12] $22,778,000
Number of returns with overpayments refunded 900
Overpayments refunded amount [13] $7,410,000
Number of returns with credit to next year’s estimated tax 270
Credited to next year’s estimated tax amount $6,638,000

[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.