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ZIP Code Database - Facts & Stats

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ZIP Code 75070 Income Tax Stats

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

ZIP Code 75070 Data

Zip Code:75070
City:Mckinney
State:TX [Texas]
Counties: COLLIN, TX
City Alias(es):Mckinney
Area Code:469 / 214 / 972
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


75070 Income Tax Overview

Total Number of Tax Returns for ZIP Code 75070 [1] 43,980
Total Number of Single Tax Returns for ZIP Code 75070 17,380
Total Number of Joint Tax Returns for ZIP Code 75070 20,840
Total Number of Dependents for ZIP Code 75070 34,370
Total Adjusted Gross Income for ZIP Code 75070 $4,274,805,000
Average Income per Person for ZIP Code 75070 $57,200
Average Income per Household for ZIP Code 75070 $97,199

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 10,910
Number of single returns 8,500
Number of joint returns 1,010
Number of head of household returns 1,260
Number of returns with paid preparer's signature 3,580
Number of exemptions 11,200
Number of dependents 3,200
Total number of volunteer prepared returns [5] 150
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 150
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 1,430
Number of elderly returns [4] 1,430
Adjust gross income (AGI) [5] $121,789,000
Number of returns with total income 10,910
Salaries and wages amount $124,414,000
Number of returns with salaries and wages 8,960
Salaries and wages amount $103,042
Number of returns with taxable interest 1,210
Taxable interest amount $619
Number of returns with ordinary dividends 920
Ordinary dividends amount $1,450,000
Number of returns with qualified dividends 840
Qualified dividends amount [6] $924
Number of returns with state and local income tax refunds 0
State and local income tax refunds amount $0
Number of returns with business or professional net income (less loss) 2,000
Business or professional net income (less loss) amount $8,407,000
Number of returns with net capital gain (less loss) 830
Net capital gain (less loss) amount $772,000
Number of returns with taxable individual retirement arrangements distributions 500
Taxable individual retirement arrangements distributions amount $3,494,000
Number of returns with taxable pensions and annuities 870
Taxable pensions and annuities amount $6,445,000
Number of farm returns 30
Number of returns with unemployment compensation 200
Unemployment compensation amount [7] $984,000
Number of returns with taxable Social Security benefits 370
Taxable Social Security benefits amount $800,000
Number of returns with partnership/S-corp net income (less loss) 170
Partnership/S-corp net income (less loss) amount ($173,000)
Number of returns with total statutory adjustments 1,990
Total statutory adjustments amount $2,625,000
Number of returns with educator expenses 60
Educator expenses amount $15,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 160
Self-employment health insurance deduction amount $506,000
Number of returns with IRA payments 40
IRA payments amount $138,000
Number of returns with student loan interest deduction 370
Student loan interest deduction amount $345,000
Number of returns with tuition and fees deduction 100
Tuition and fees deduction amount $277,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 790
Total itemized deductions amount $13,859,000
Amount of AGI for itemized returns $11,689,000
Number of returns with State and local income taxes 0
State and local income taxes amount $0
Number of returns with State and local general sales tax 600
State and local general sales tax amount $561,000
Number of returns with real estate taxes 510
Real estate taxes amount $2,794,000
Number of returns with taxes paid 720
Taxes paid amount $3,637,000
Number of returns with mortgage interest paid 400
Mortgage interest paid amount $2,598,000
Number of returns with contributions 510
Contributions amount $1,169,000
Number of returns with taxable income 4,790
Taxable income amount $27,987,000
Number of returns with income tax before credits 4,710
Income tax before credits amount $2,994,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,240
Total tax credits amount $435,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 80
Child and dependent care credit amount $27,000
Number of returns with nonrefundable education credit 490
Nonrefundable education credit amount $266,000
Number of returns with retirement savings contribution credit 420
Retirement savings contribution credit amount $59,000
Number of returns with child tax credit 240
Child tax credit amount $71,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 1,450
Self-employment tax amount $2,025,000
Number of returns with total tax payments 9,710
Total tax payments amount $18,473,000
Number of returns with earned income credit 2,670
Earned income credit amount [8] $7,016,000
Number of returns with excess earned income credit 2,290
Excess earned income credit (refundable) amount [9] $5,908,000
Number of returns with additional child tax credit 1,500
Additional child tax credit amount $1,951,000
Number of returns with refundable education credit 720
Refundable education credit amount $595,000
Number of returns with income tax 4,000
Income tax amount [10] $2,558,000
Number of returns with tax liability 5,270
Total tax liability amount [11] $4,819,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,140
Tax due at time of filing amount [12] $1,061,000
Number of returns with overpayments refunded 9,000
Overpayments refunded amount [13] $14,601,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $41,000

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

Number of returns 7,110
Number of single returns 3,970
Number of joint returns 1,540
Number of head of household returns 1,410
Number of returns with paid preparer's signature 2,490
Number of exemptions 12,640
Number of dependents 4,090
Total number of volunteer prepared returns [5] 140
Number of volunteer income tax assistance (VITA) prepared returns [3] 50
Number of tax counseling for the elderly (TCE) prepared returns [3] 90
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 1,630
Number of elderly returns [4] 1,130
Adjust gross income (AGI) [5] $262,856,000
Number of returns with total income 7,110
Salaries and wages amount $267,023,000
Number of returns with salaries and wages 6,220
Salaries and wages amount $225,033
Number of returns with taxable interest 1,100
Taxable interest amount $897
Number of returns with ordinary dividends 750
Ordinary dividends amount $2,011,000
Number of returns with qualified dividends 690
Qualified dividends amount [6] $1,220
Number of returns with state and local income tax refunds 60
State and local income tax refunds amount $33
Number of returns with business or professional net income (less loss) 1,360
Business or professional net income (less loss) amount $6,989,000
Number of returns with net capital gain (less loss) 690
Net capital gain (less loss) amount $1,728,000
Number of returns with taxable individual retirement arrangements distributions 520
Taxable individual retirement arrangements distributions amount $6,274,000
Number of returns with taxable pensions and annuities 960
Taxable pensions and annuities amount $14,520,000
Number of farm returns 0
Number of returns with unemployment compensation 280
Unemployment compensation amount [7] $1,568,000
Number of returns with taxable Social Security benefits 840
Taxable Social Security benefits amount $6,422,000
Number of returns with partnership/S-corp net income (less loss) 210
Partnership/S-corp net income (less loss) amount $343,000
Number of returns with total statutory adjustments 2,010
Total statutory adjustments amount $4,167,000
Number of returns with educator expenses 250
Educator expenses amount $60,000
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 $643,000
Number of returns with IRA payments 130
IRA payments amount $545,000
Number of returns with student loan interest deduction 910
Student loan interest deduction amount $1,017,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $83,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,670
Total itemized deductions amount $31,061,000
Amount of AGI for itemized returns $64,735,000
Number of returns with State and local income taxes 80
State and local income taxes amount $105,000
Number of returns with State and local general sales tax 1,310
State and local general sales tax amount $1,568,000
Number of returns with real estate taxes 1,100
Real estate taxes amount $6,081,000
Number of returns with taxes paid 1,580
Taxes paid amount $8,006,000
Number of returns with mortgage interest paid 950
Mortgage interest paid amount $5,953,000
Number of returns with contributions 1,270
Contributions amount $4,631,000
Number of returns with taxable income 6,740
Taxable income amount $138,372,000
Number of returns with income tax before credits 6,710
Income tax before credits amount $17,288,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 2,820
Total tax credits amount $2,567,000
Number of returns with foreign tax credit 170
Foreign tax credit amount $16,000
Number of returns with child and dependent care credit 460
Child and dependent care credit amount $278,000
Number of returns with nonrefundable education credit 770
Nonrefundable education credit amount $739,000
Number of returns with retirement savings contribution credit 870
Retirement savings contribution credit amount $153,000
Number of returns with child tax credit 1,450
Child tax credit amount $1,333,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $39,000
Number of returns with self-employment tax 790
Self-employment tax amount $2,173,000
Number of returns with total tax payments 6,870
Total tax payments amount $30,918,000
Number of returns with earned income credit 1,580
Earned income credit amount [8] $3,195,000
Number of returns with excess earned income credit 1,230
Excess earned income credit (refundable) amount [9] $2,493,000
Number of returns with additional child tax credit 1,170
Additional child tax credit amount $1,607,000
Number of returns with refundable education credit 560
Refundable education credit amount $473,000
Number of returns with income tax 5,610
Income tax amount [10] $14,722,000
Number of returns with tax liability 6,060
Total tax liability amount [11] $17,312,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,170
Tax due at time of filing amount [12] $2,241,000
Number of returns with overpayments refunded 5,840
Overpayments refunded amount [13] $15,657,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $113,000

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

Number of returns 5,700
Number of single returns 2,460
Number of joint returns 2,100
Number of head of household returns 920
Number of returns with paid preparer's signature 2,250
Number of exemptions 11,740
Number of dependents 3,950
Total number of volunteer prepared returns [5] 60
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 60
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 1,000
Number of elderly returns [4] 1,170
Adjust gross income (AGI) [5] $351,664,000
Number of returns with total income 5,700
Salaries and wages amount $356,258,000
Number of returns with salaries and wages 5,000
Salaries and wages amount $286,165
Number of returns with taxable interest 1,360
Taxable interest amount $1,276
Number of returns with ordinary dividends 970
Ordinary dividends amount $2,995,000
Number of returns with qualified dividends 880
Qualified dividends amount [6] $1,910
Number of returns with state and local income tax refunds 80
State and local income tax refunds amount $87
Number of returns with business or professional net income (less loss) 1,170
Business or professional net income (less loss) amount $8,898,000
Number of returns with net capital gain (less loss) 890
Net capital gain (less loss) amount $2,387,000
Number of returns with taxable individual retirement arrangements distributions 670
Taxable individual retirement arrangements distributions amount $11,690,000
Number of returns with taxable pensions and annuities 1,070
Taxable pensions and annuities amount $22,951,000
Number of farm returns 20
Number of returns with unemployment compensation 210
Unemployment compensation amount [7] $1,179,000
Number of returns with taxable Social Security benefits 890
Taxable Social Security benefits amount $14,310,000
Number of returns with partnership/S-corp net income (less loss) 280
Partnership/S-corp net income (less loss) amount $3,302,000
Number of returns with total statutory adjustments 2,000
Total statutory adjustments amount $4,594,000
Number of returns with educator expenses 300
Educator expenses amount $74,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $512,000
Number of returns with self-employment health insurance deduction 120
Self-employment health insurance deduction amount $646,000
Number of returns with IRA payments 140
IRA payments amount $582,000
Number of returns with student loan interest deduction 960
Student loan interest deduction amount $1,070,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $132,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 2,530
Total itemized deductions amount $50,649,000
Amount of AGI for itemized returns $158,763,000
Number of returns with State and local income taxes 110
State and local income taxes amount $251,000
Number of returns with State and local general sales tax 2,010
State and local general sales tax amount $3,332,000
Number of returns with real estate taxes 2,040
Real estate taxes amount $12,435,000
Number of returns with taxes paid 2,470
Taxes paid amount $16,370,000
Number of returns with mortgage interest paid 1,850
Mortgage interest paid amount $12,341,000
Number of returns with contributions 1,960
Contributions amount $6,861,000
Number of returns with taxable income 5,640
Taxable income amount $225,347,000
Number of returns with income tax before credits 5,630
Income tax before credits amount $32,297,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 2,370
Total tax credits amount $3,543,000
Number of returns with foreign tax credit 250
Foreign tax credit amount $68,000
Number of returns with child and dependent care credit 390
Child and dependent care credit amount $220,000
Number of returns with nonrefundable education credit 530
Nonrefundable education credit amount $636,000
Number of returns with retirement savings contribution credit 310
Retirement savings contribution credit amount $52,000
Number of returns with child tax credit 1,660
Child tax credit amount $2,460,000
Number of returns with residential energy tax credit 90
Residential energy tax credit amount $66,000
Number of returns with self-employment tax 720
Self-employment tax amount $2,044,000
Number of returns with total tax payments 5,560
Total tax payments amount $41,024,000
Number of returns with earned income credit 30
Earned income credit amount [8] $13,000
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 290
Additional child tax credit amount $388,000
Number of returns with refundable education credit 360
Refundable education credit amount $326,000
Number of returns with income tax 5,330
Income tax amount [10] $28,754,000
Number of returns with tax liability 5,450
Total tax liability amount [11] $31,252,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,320
Tax due at time of filing amount [12] $3,523,000
Number of returns with overpayments refunded 4,280
Overpayments refunded amount [13] $12,874,000
Number of returns with credit to next year’s estimated tax 90
Credited to next year’s estimated tax amount $263,000

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

Number of returns 4,630
Number of single returns 1,210
Number of joint returns 2,790
Number of head of household returns 540
Number of returns with paid preparer's signature 1,810
Number of exemptions 11,660
Number of dependents 4,240
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] 620
Number of elderly returns [4] 960
Adjust gross income (AGI) [5] $405,535,000
Number of returns with total income 4,630
Salaries and wages amount $410,103,000
Number of returns with salaries and wages 4,170
Salaries and wages amount $333,409
Number of returns with taxable interest 1,450
Taxable interest amount $1,401
Number of returns with ordinary dividends 1,030
Ordinary dividends amount $3,520,000
Number of returns with qualified dividends 950
Qualified dividends amount [6] $2,301
Number of returns with state and local income tax refunds 90
State and local income tax refunds amount $81
Number of returns with business or professional net income (less loss) 1,000
Business or professional net income (less loss) amount $10,602,000
Number of returns with net capital gain (less loss) 960
Net capital gain (less loss) amount $4,095,000
Number of returns with taxable individual retirement arrangements distributions 550
Taxable individual retirement arrangements distributions amount $13,027,000
Number of returns with taxable pensions and annuities 900
Taxable pensions and annuities amount $23,135,000
Number of farm returns 0
Number of returns with unemployment compensation 210
Unemployment compensation amount [7] $1,231,000
Number of returns with taxable Social Security benefits 690
Taxable Social Security benefits amount $14,965,000
Number of returns with partnership/S-corp net income (less loss) 270
Partnership/S-corp net income (less loss) amount $2,962,000
Number of returns with total statutory adjustments 1,530
Total statutory adjustments amount $4,568,000
Number of returns with educator expenses 230
Educator expenses amount $65,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 130
Self-employment health insurance deduction amount $819,000
Number of returns with IRA payments 120
IRA payments amount $679,000
Number of returns with student loan interest deduction 620
Student loan interest deduction amount $714,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $39,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 2,780
Total itemized deductions amount $59,759,000
Amount of AGI for itemized returns $243,955,000
Number of returns with State and local income taxes 120
State and local income taxes amount $459,000
Number of returns with State and local general sales tax 2,210
State and local general sales tax amount $4,653,000
Number of returns with real estate taxes 2,480
Real estate taxes amount $15,984,000
Number of returns with taxes paid 2,750
Taxes paid amount $21,538,000
Number of returns with mortgage interest paid 2,340
Mortgage interest paid amount $17,197,000
Number of returns with contributions 2,150
Contributions amount $8,367,000
Number of returns with taxable income 4,620
Taxable income amount $278,892,000
Number of returns with income tax before credits 4,610
Income tax before credits amount $42,345,000
Number of returns with alternative minimum tax 40
Alternative minimum tax amount $66,000
Number of returns with total tax credits 2,370
Total tax credits amount $3,981,000
Number of returns with foreign tax credit 290
Foreign tax credit amount $27,000
Number of returns with child and dependent care credit 480
Child and dependent care credit amount $287,000
Number of returns with nonrefundable education credit 450
Nonrefundable education credit amount $552,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 1,860
Child tax credit amount $2,942,000
Number of returns with residential energy tax credit 90
Residential energy tax credit amount $84,000
Number of returns with self-employment tax 660
Self-employment tax amount $2,134,000
Number of returns with total tax payments 4,570
Total tax payments amount $50,640,000
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 60
Additional child tax credit amount $86,000
Number of returns with refundable education credit 300
Refundable education credit amount $258,000
Number of returns with income tax 4,550
Income tax amount [10] $38,364,000
Number of returns with tax liability 4,580
Total tax liability amount [11] $41,047,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,090
Tax due at time of filing amount [12] $3,679,000
Number of returns with overpayments refunded 3,470
Overpayments refunded amount [13] $12,886,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $294,000

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

Number of returns 11,490
Number of single returns 1,150
Number of joint returns 9,660
Number of head of household returns 580
Number of returns with paid preparer's signature 4,670
Number of exemptions 34,900
Number of dependents 13,760
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] 1,010
Number of elderly returns [4] 1,960
Adjust gross income (AGI) [5] $1,603,446,000
Number of returns with total income 11,490
Salaries and wages amount $1,618,142,000
Number of returns with salaries and wages 10,740
Salaries and wages amount $1,371,894
Number of returns with taxable interest 4,710
Taxable interest amount $4,057
Number of returns with ordinary dividends 3,670
Ordinary dividends amount $13,146,000
Number of returns with qualified dividends 3,400
Qualified dividends amount [6] $9,754
Number of returns with state and local income tax refunds 380
State and local income tax refunds amount $554
Number of returns with business or professional net income (less loss) 2,510
Business or professional net income (less loss) amount $34,999,000
Number of returns with net capital gain (less loss) 3,480
Net capital gain (less loss) amount $21,259,000
Number of returns with taxable individual retirement arrangements distributions 1,390
Taxable individual retirement arrangements distributions amount $44,819,000
Number of returns with taxable pensions and annuities 2,060
Taxable pensions and annuities amount $65,411,000
Number of farm returns 50
Number of returns with unemployment compensation 410
Unemployment compensation amount [7] $2,330,000
Number of returns with taxable Social Security benefits 1,340
Taxable Social Security benefits amount $33,220,000
Number of returns with partnership/S-corp net income (less loss) 870
Partnership/S-corp net income (less loss) amount $19,650,000
Number of returns with total statutory adjustments 4,340
Total statutory adjustments amount $14,696,000
Number of returns with educator expenses 740
Educator expenses amount $201,000
Number of returns with self-employment retirement plans 100
Self-employment retirement plans amount $1,544,000
Number of returns with self-employment health insurance deduction 300
Self-employment health insurance deduction amount $2,305,000
Number of returns with IRA payments 370
IRA payments amount $1,954,000
Number of returns with student loan interest deduction 1,560
Student loan interest deduction amount $1,788,000
Number of returns with tuition and fees deduction 230
Tuition and fees deduction amount $452,000
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $66,000
Number of returns with itemized deductions 8,860
Total itemized deductions amount $220,654,000
Amount of AGI for itemized returns $1,256,114,000
Number of returns with State and local income taxes 520
State and local income taxes amount $2,661,000
Number of returns with State and local general sales tax 7,260
State and local general sales tax amount $17,342,000
Number of returns with real estate taxes 8,450
Real estate taxes amount $65,044,000
Number of returns with taxes paid 8,820
Taxes paid amount $86,284,000
Number of returns with mortgage interest paid 8,070
Mortgage interest paid amount $68,273,000
Number of returns with contributions 7,300
Contributions amount $35,681,000
Number of returns with taxable income 11,470
Taxable income amount $1,210,733,000
Number of returns with income tax before credits 11,470
Income tax before credits amount $211,970,000
Number of returns with alternative minimum tax 290
Alternative minimum tax amount $636,000
Number of returns with total tax credits 5,720
Total tax credits amount $7,518,000
Number of returns with foreign tax credit 1,080
Foreign tax credit amount $337,000
Number of returns with child and dependent care credit 1,800
Child and dependent care credit amount $1,136,000
Number of returns with nonrefundable education credit 1,000
Nonrefundable education credit amount $1,289,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 3,220
Child tax credit amount $4,156,000
Number of returns with residential energy tax credit 290
Residential energy tax credit amount $209,000
Number of returns with self-employment tax 1,650
Self-employment tax amount $5,973,000
Number of returns with total tax payments 11,420
Total tax payments amount $229,954,000
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 $26,000
Number of returns with refundable education credit 860
Refundable education credit amount $760,000
Number of returns with income tax 11,450
Income tax amount [10] $204,453,000
Number of returns with tax liability 11,460
Total tax liability amount [11] $212,074,000
Number of returns with net investment income tax 20
Net investment income tax $6,000
Number of returns with tax due at time of filing 3,710
Tax due at time of filing amount [12] $16,611,000
Number of returns with overpayments refunded 7,600
Overpayments refunded amount [13] $33,193,000
Number of returns with credit to next year’s estimated tax 220
Credited to next year’s estimated tax amount $1,019,000

Adjusted Gross Income: $200,000 or more

Number of returns 4,140
Number of single returns 280
Number of joint returns 3,740
Number of head of household returns 120
Number of returns with paid preparer's signature 2,250
Number of exemptions 13,010
Number of dependents 5,130
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] 150
Number of elderly returns [4] 770
Adjust gross income (AGI) [5] $1,529,515,000
Number of returns with total income 4,140
Salaries and wages amount $1,544,010,000
Number of returns with salaries and wages 3,900
Salaries and wages amount $1,125,840
Number of returns with taxable interest 2,720
Taxable interest amount $8,456
Number of returns with ordinary dividends 2,370
Ordinary dividends amount $27,044,000
Number of returns with qualified dividends 2,260
Qualified dividends amount [6] $20,359
Number of returns with state and local income tax refunds 250
State and local income tax refunds amount $712
Number of returns with business or professional net income (less loss) 970
Business or professional net income (less loss) amount $47,392,000
Number of returns with net capital gain (less loss) 2,390
Net capital gain (less loss) amount $142,328,000
Number of returns with taxable individual retirement arrangements distributions 520
Taxable individual retirement arrangements distributions amount $22,734,000
Number of returns with taxable pensions and annuities 670
Taxable pensions and annuities amount $31,522,000
Number of farm returns 50
Number of returns with unemployment compensation 120
Unemployment compensation amount [7] $700,000
Number of returns with taxable Social Security benefits 380
Taxable Social Security benefits amount $9,722,000
Number of returns with partnership/S-corp net income (less loss) 830
Partnership/S-corp net income (less loss) amount $110,556,000
Number of returns with total statutory adjustments 1,330
Total statutory adjustments amount $14,495,000
Number of returns with educator expenses 150
Educator expenses amount $35,000
Number of returns with self-employment retirement plans 130
Self-employment retirement plans amount $3,870,000
Number of returns with self-employment health insurance deduction 280
Self-employment health insurance deduction amount $3,221,000
Number of returns with IRA payments 80
IRA payments amount $711,000
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 50
Domestic production activities deduction amount $968,000
Number of returns with itemized deductions 3,700
Total itemized deductions amount $139,311,000
Amount of AGI for itemized returns $1,308,510,000
Number of returns with State and local income taxes 360
State and local income taxes amount $6,692,000
Number of returns with State and local general sales tax 3,110
State and local general sales tax amount $11,395,000
Number of returns with real estate taxes 3,600
Real estate taxes amount $40,297,000
Number of returns with taxes paid 3,700
Taxes paid amount $58,929,000
Number of returns with mortgage interest paid 3,250
Mortgage interest paid amount $35,768,000
Number of returns with contributions 3,290
Contributions amount $35,005,000
Number of returns with taxable income 4,140
Taxable income amount $1,343,635,000
Number of returns with income tax before credits 4,140
Income tax before credits amount $345,953,000
Number of returns with alternative minimum tax 1,480
Alternative minimum tax amount $4,997,000
Number of returns with total tax credits 1,630
Total tax credits amount $4,679,000
Number of returns with foreign tax credit 1,040
Foreign tax credit amount $3,391,000
Number of returns with child and dependent care credit 500
Child and dependent care credit amount $291,000
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 130
Residential energy tax credit amount $88,000
Number of returns with self-employment tax 760
Self-employment tax amount $5,515,000
Number of returns with total tax payments 4,110
Total tax payments amount $333,897,000
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 4,140
Income tax amount [10] $341,274,000
Number of returns with tax liability 4,140
Total tax liability amount [11] $355,257,000
Number of returns with net investment income tax 1,890
Net investment income tax $4,088,000
Number of returns with tax due at time of filing 2,120
Tax due at time of filing amount [12] $44,010,000
Number of returns with overpayments refunded 1,820
Overpayments refunded amount [13] $14,954,000
Number of returns with credit to next year’s estimated tax 230
Credited to next year’s estimated tax amount $7,289,000

[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.