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

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

FREE ZIP Code Finder

Find info on any U.S. ZIP Code

Other FREE Lookups

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

FREE Radius Search

Find all ZIP Codes

FREE Distance Calc

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






ZIP Code Database - Facts & Stats

ZIP Code 77082 Income Tax Stats

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

ZIP Code 77082 Data

Zip Code:77082
City:Houston
State:TX [Texas]
Counties: HARRIS, TX
City Alias(es):Houston
Area Code:936
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


77082 Income Tax Overview

Total Number of Tax Returns for ZIP Code 77082 [1] 26,020
Total Number of Single Tax Returns for ZIP Code 77082 6,170
Total Number of Joint Tax Returns for ZIP Code 77082 6,840
Total Number of Dependents for ZIP Code 77082 16,800
Total Adjusted Gross Income for ZIP Code 77082 $1,668,689,000
Average Income per Person for ZIP Code 77082 $33,441
Average Income per Household for ZIP Code 77082 $64,131

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 11,520
Number of single returns 7,000
Number of joint returns 1,430
Number of head of household returns 2,910
Number of returns with paid preparer's signature 6,310
Number of exemptions 18,550
Number of dependents 6,780
Total number of volunteer prepared returns [5] 460
Number of volunteer income tax assistance (VITA) prepared returns [3] 310
Number of tax counseling for the elderly (TCE) prepared returns [3] 150
Number of volunteer prepared returns with Earned Income Credit 120
Number of refund anticipation check returns [3] 2,950
Number of elderly returns [4] 1,490
Adjust gross income (AGI) [5] $151,722,000
Number of returns with total income 11,520
Salaries and wages amount $154,898,000
Number of returns with salaries and wages 8,950
Salaries and wages amount $128,280
Number of returns with taxable interest 640
Taxable interest amount $422
Number of returns with ordinary dividends 370
Ordinary dividends amount $1,115,000
Number of returns with qualified dividends 310
Qualified dividends amount [6] $665
Number of returns with state and local income tax refunds 30
State and local income tax refunds amount $19
Number of returns with business or professional net income (less loss) 3,980
Business or professional net income (less loss) amount $18,160,000
Number of returns with net capital gain (less loss) 360
Net capital gain (less loss) amount $247,000
Number of returns with taxable individual retirement arrangements distributions 270
Taxable individual retirement arrangements distributions amount $1,820,000
Number of returns with taxable pensions and annuities 580
Taxable pensions and annuities amount $3,997,000
Number of farm returns 0
Number of returns with unemployment compensation 380
Unemployment compensation amount [7] $1,521,000
Number of returns with taxable Social Security benefits 210
Taxable Social Security benefits amount $469,000
Number of returns with partnership/S-corp net income (less loss) 130
Partnership/S-corp net income (less loss) amount ($124,000)
Number of returns with total statutory adjustments 3,350
Total statutory adjustments amount $3,176,000
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 110
Self-employment health insurance deduction amount $230,000
Number of returns with IRA payments 50
IRA payments amount $165,000
Number of returns with student loan interest deduction 290
Student loan interest deduction amount $243,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $186,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 910
Total itemized deductions amount $14,610,000
Amount of AGI for itemized returns $15,773,000
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 430
State and local general sales tax amount $384,000
Number of returns with real estate taxes 250
Real estate taxes amount $1,063,000
Number of returns with taxes paid 530
Taxes paid amount $1,722,000
Number of returns with mortgage interest paid 210
Mortgage interest paid amount $1,365,000
Number of returns with contributions 350
Contributions amount $903,000
Number of returns with taxable income 4,420
Taxable income amount $25,667,000
Number of returns with income tax before credits 4,560
Income tax before credits amount $2,824,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,600
Total tax credits amount $602,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 130
Child and dependent care credit amount $41,000
Number of returns with nonrefundable education credit 650
Nonrefundable education credit amount $356,000
Number of returns with retirement savings contribution credit 470
Retirement savings contribution credit amount $82,000
Number of returns with child tax credit 370
Child tax credit amount $108,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $7,000
Number of returns with self-employment tax 2,900
Self-employment tax amount $4,118,000
Number of returns with total tax payments 10,510
Total tax payments amount $31,896,000
Number of returns with earned income credit 5,540
Earned income credit amount [8] $15,616,000
Number of returns with excess earned income credit 4,720
Excess earned income credit (refundable) amount [9] $12,943,000
Number of returns with additional child tax credit 3,190
Additional child tax credit amount $4,245,000
Number of returns with refundable education credit 1,260
Refundable education credit amount $1,156,000
Number of returns with income tax 3,460
Income tax amount [10] $2,222,000
Number of returns with tax liability 6,090
Total tax liability amount [11] $6,702,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,560
Tax due at time of filing amount [12] $1,554,000
Number of returns with overpayments refunded 9,470
Overpayments refunded amount [13] $26,610,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $70,000

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

Number of returns 7,090
Number of single returns 3,480
Number of joint returns 1,580
Number of head of household returns 1,870
Number of returns with paid preparer's signature 3,690
Number of exemptions 13,860
Number of dependents 5,210
Total number of volunteer prepared returns [5] 220
Number of volunteer income tax assistance (VITA) prepared returns [3] 160
Number of tax counseling for the elderly (TCE) prepared returns [3] 60
Number of volunteer prepared returns with Earned Income Credit 40
Number of refund anticipation check returns [3] 1,960
Number of elderly returns [4] 920
Adjust gross income (AGI) [5] $254,980,000
Number of returns with total income 7,090
Salaries and wages amount $257,972,000
Number of returns with salaries and wages 6,530
Salaries and wages amount $232,026
Number of returns with taxable interest 590
Taxable interest amount $557
Number of returns with ordinary dividends 350
Ordinary dividends amount $1,279,000
Number of returns with qualified dividends 310
Qualified dividends amount [6] $962
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) 1,560
Business or professional net income (less loss) amount $7,794,000
Number of returns with net capital gain (less loss) 310
Net capital gain (less loss) amount $842,000
Number of returns with taxable individual retirement arrangements distributions 260
Taxable individual retirement arrangements distributions amount $2,773,000
Number of returns with taxable pensions and annuities 610
Taxable pensions and annuities amount $7,277,000
Number of farm returns 0
Number of returns with unemployment compensation 300
Unemployment compensation amount [7] $1,617,000
Number of returns with taxable Social Security benefits 470
Taxable Social Security benefits amount $3,007,000
Number of returns with partnership/S-corp net income (less loss) 190
Partnership/S-corp net income (less loss) amount $1,121,000
Number of returns with total statutory adjustments 1,720
Total statutory adjustments amount $2,992,000
Number of returns with educator expenses 180
Educator expenses amount $45,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 90
Self-employment health insurance deduction amount $281,000
Number of returns with IRA payments 90
IRA payments amount $394,000
Number of returns with student loan interest deduction 650
Student loan interest deduction amount $628,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $82,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,710
Total itemized deductions amount $32,929,000
Amount of AGI for itemized returns $63,997,000
Number of returns with State and local income taxes 60
State and local income taxes amount $72,000
Number of returns with State and local general sales tax 1,220
State and local general sales tax amount $1,619,000
Number of returns with real estate taxes 580
Real estate taxes amount $2,645,000
Number of returns with taxes paid 1,390
Taxes paid amount $4,998,000
Number of returns with mortgage interest paid 530
Mortgage interest paid amount $3,037,000
Number of returns with contributions 1,040
Contributions amount $3,676,000
Number of returns with taxable income 6,690
Taxable income amount $121,625,000
Number of returns with income tax before credits 6,690
Income tax before credits amount $15,136,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 3,190
Total tax credits amount $2,899,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 500
Child and dependent care credit amount $335,000
Number of returns with nonrefundable education credit 940
Nonrefundable education credit amount $951,000
Number of returns with retirement savings contribution credit 1,000
Retirement savings contribution credit amount $183,000
Number of returns with child tax credit 1,600
Child tax credit amount $1,343,000
Number of returns with residential energy tax credit 70
Residential energy tax credit amount $52,000
Number of returns with self-employment tax 840
Self-employment tax amount $2,183,000
Number of returns with total tax payments 6,910
Total tax payments amount $30,922,000
Number of returns with earned income credit 1,990
Earned income credit amount [8] $4,408,000
Number of returns with excess earned income credit 1,620
Excess earned income credit (refundable) amount [9] $3,505,000
Number of returns with additional child tax credit 1,560
Additional child tax credit amount $2,186,000
Number of returns with refundable education credit 790
Refundable education credit amount $708,000
Number of returns with income tax 5,150
Income tax amount [10] $12,237,000
Number of returns with tax liability 5,630
Total tax liability amount [11] $14,880,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,100
Tax due at time of filing amount [12] $2,334,000
Number of returns with overpayments refunded 5,920
Overpayments refunded amount [13] $18,131,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $100,000

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

Number of returns 3,120
Number of single returns 1,470
Number of joint returns 1,070
Number of head of household returns 520
Number of returns with paid preparer's signature 1,590
Number of exemptions 6,170
Number of dependents 1,980
Total number of volunteer prepared returns [5] 80
Number of volunteer income tax assistance (VITA) prepared returns [3] 40
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] 650
Number of elderly returns [4] 550
Adjust gross income (AGI) [5] $188,858,000
Number of returns with total income 3,120
Salaries and wages amount $190,848,000
Number of returns with salaries and wages 2,900
Salaries and wages amount $167,076
Number of returns with taxable interest 490
Taxable interest amount $595
Number of returns with ordinary dividends 310
Ordinary dividends amount $1,194,000
Number of returns with qualified dividends 290
Qualified dividends amount [6] $904
Number of returns with state and local income tax refunds 40
State and local income tax refunds amount $29
Number of returns with business or professional net income (less loss) 600
Business or professional net income (less loss) amount $4,108,000
Number of returns with net capital gain (less loss) 300
Net capital gain (less loss) amount $870,000
Number of returns with taxable individual retirement arrangements distributions 210
Taxable individual retirement arrangements distributions amount $3,371,000
Number of returns with taxable pensions and annuities 400
Taxable pensions and annuities amount $7,056,000
Number of farm returns 0
Number of returns with unemployment compensation 130
Unemployment compensation amount [7] $762,000
Number of returns with taxable Social Security benefits 300
Taxable Social Security benefits amount $4,340,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $1,660,000
Number of returns with total statutory adjustments 960
Total statutory adjustments amount $1,990,000
Number of returns with educator expenses 160
Educator expenses amount $40,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $213,000
Number of returns with IRA payments 80
IRA payments amount $377,000
Number of returns with student loan interest deduction 440
Student loan interest deduction amount $477,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $102,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,110
Total itemized deductions amount $24,333,000
Amount of AGI for itemized returns $67,565,000
Number of returns with State and local income taxes 40
State and local income taxes amount $98,000
Number of returns with State and local general sales tax 850
State and local general sales tax amount $1,398,000
Number of returns with real estate taxes 600
Real estate taxes amount $2,952,000
Number of returns with taxes paid 1,000
Taxes paid amount $4,902,000
Number of returns with mortgage interest paid 540
Mortgage interest paid amount $2,764,000
Number of returns with contributions 800
Contributions amount $3,448,000
Number of returns with taxable income 3,090
Taxable income amount $121,594,000
Number of returns with income tax before credits 3,080
Income tax before credits amount $17,650,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,200
Total tax credits amount $1,695,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $20,000
Number of returns with child and dependent care credit 200
Child and dependent care credit amount $126,000
Number of returns with nonrefundable education credit 330
Nonrefundable education credit amount $430,000
Number of returns with retirement savings contribution credit 200
Retirement savings contribution credit amount $31,000
Number of returns with child tax credit 740
Child tax credit amount $1,023,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $51,000
Number of returns with self-employment tax 340
Self-employment tax amount $1,005,000
Number of returns with total tax payments 3,060
Total tax payments amount $22,741,000
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 150
Additional child tax credit amount $187,000
Number of returns with refundable education credit 250
Refundable education credit amount $242,000
Number of returns with income tax 2,930
Income tax amount [10] $15,955,000
Number of returns with tax liability 2,980
Total tax liability amount [11] $17,206,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 700
Tax due at time of filing amount [12] $2,106,000
Number of returns with overpayments refunded 2,390
Overpayments refunded amount [13] $7,263,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $161,000

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

Number of returns 1,510
Number of single returns 560
Number of joint returns 770
Number of head of household returns 140
Number of returns with paid preparer's signature 770
Number of exemptions 3,210
Number of dependents 930
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] 200
Number of elderly returns [4] 410
Adjust gross income (AGI) [5] $129,982,000
Number of returns with total income 1,510
Salaries and wages amount $131,194,000
Number of returns with salaries and wages 1,350
Salaries and wages amount $105,886
Number of returns with taxable interest 430
Taxable interest amount $688
Number of returns with ordinary dividends 310
Ordinary dividends amount $2,026,000
Number of returns with qualified dividends 290
Qualified dividends amount [6] $1,287
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) 260
Business or professional net income (less loss) amount $2,715,000
Number of returns with net capital gain (less loss) 300
Net capital gain (less loss) amount $1,426,000
Number of returns with taxable individual retirement arrangements distributions 170
Taxable individual retirement arrangements distributions amount $4,051,000
Number of returns with taxable pensions and annuities 260
Taxable pensions and annuities amount $6,954,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $301,000
Number of returns with taxable Social Security benefits 270
Taxable Social Security benefits amount $5,308,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $1,478,000
Number of returns with total statutory adjustments 420
Total statutory adjustments amount $1,212,000
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 40
Self-employment health insurance deduction amount $217,000
Number of returns with IRA payments 50
IRA payments amount $284,000
Number of returns with student loan interest deduction 140
Student loan interest deduction amount $144,000
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 640
Total itemized deductions amount $15,364,000
Amount of AGI for itemized returns $55,281,000
Number of returns with State and local income taxes 20
State and local income taxes amount $90,000
Number of returns with State and local general sales tax 520
State and local general sales tax amount $878,000
Number of returns with real estate taxes 430
Real estate taxes amount $2,346,000
Number of returns with taxes paid 590
Taxes paid amount $3,576,000
Number of returns with mortgage interest paid 380
Mortgage interest paid amount $2,132,000
Number of returns with contributions 480
Contributions amount $2,334,000
Number of returns with taxable income 1,490
Taxable income amount $93,249,000
Number of returns with income tax before credits 1,490
Income tax before credits amount $14,688,000
Number of returns with alternative minimum tax 30
Alternative minimum tax amount $23,000
Number of returns with total tax credits 570
Total tax credits amount $875,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $29,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $56,000
Number of returns with nonrefundable education credit 160
Nonrefundable education credit amount $199,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 370
Child tax credit amount $540,000
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 $579,000
Number of returns with total tax payments 1,480
Total tax payments amount $17,156,000
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 120
Refundable education credit amount $97,000
Number of returns with income tax 1,480
Income tax amount [10] $13,813,000
Number of returns with tax liability 1,480
Total tax liability amount [11] $14,571,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 420
Tax due at time of filing amount [12] $1,536,000
Number of returns with overpayments refunded 1,040
Overpayments refunded amount [13] $3,743,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $204,000

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

Number of returns 1,770
Number of single returns 460
Number of joint returns 1,170
Number of head of household returns 110
Number of returns with paid preparer's signature 930
Number of exemptions 4,110
Number of dependents 1,170
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] 170
Number of elderly returns [4] 570
Adjust gross income (AGI) [5] $238,921,000
Number of returns with total income 1,770
Salaries and wages amount $241,711,000
Number of returns with salaries and wages 1,540
Salaries and wages amount $181,689
Number of returns with taxable interest 810
Taxable interest amount $1,627
Number of returns with ordinary dividends 650
Ordinary dividends amount $5,654,000
Number of returns with qualified dividends 600
Qualified dividends amount [6] $4,266
Number of returns with state and local income tax refunds 30
State and local income tax refunds amount $42
Number of returns with business or professional net income (less loss) 390
Business or professional net income (less loss) amount $7,643,000
Number of returns with net capital gain (less loss) 610
Net capital gain (less loss) amount $5,877,000
Number of returns with taxable individual retirement arrangements distributions 280
Taxable individual retirement arrangements distributions amount $11,358,000
Number of returns with taxable pensions and annuities 400
Taxable pensions and annuities amount $12,792,000
Number of farm returns 40
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $489,000
Number of returns with taxable Social Security benefits 350
Taxable Social Security benefits amount $8,408,000
Number of returns with partnership/S-corp net income (less loss) 250
Partnership/S-corp net income (less loss) amount $5,583,000
Number of returns with total statutory adjustments 540
Total statutory adjustments amount $2,790,000
Number of returns with educator expenses 80
Educator expenses amount $20,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $651,000
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $599,000
Number of returns with IRA payments 70
IRA payments amount $426,000
Number of returns with student loan interest deduction 130
Student loan interest deduction amount $168,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $48,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 960
Total itemized deductions amount $26,901,000
Amount of AGI for itemized returns $132,057,000
Number of returns with State and local income taxes 40
State and local income taxes amount $321,000
Number of returns with State and local general sales tax 810
State and local general sales tax amount $1,808,000
Number of returns with real estate taxes 810
Real estate taxes amount $6,550,000
Number of returns with taxes paid 940
Taxes paid amount $8,972,000
Number of returns with mortgage interest paid 660
Mortgage interest paid amount $4,726,000
Number of returns with contributions 740
Contributions amount $4,846,000
Number of returns with taxable income 1,770
Taxable income amount $187,003,000
Number of returns with income tax before credits 1,760
Income tax before credits amount $34,033,000
Number of returns with alternative minimum tax 70
Alternative minimum tax amount $155,000
Number of returns with total tax credits 660
Total tax credits amount $826,000
Number of returns with foreign tax credit 260
Foreign tax credit amount $213,000
Number of returns with child and dependent care credit 120
Child and dependent care credit amount $79,000
Number of returns with nonrefundable education credit 120
Nonrefundable education credit amount $176,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 250
Child tax credit amount $284,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $27,000
Number of returns with self-employment tax 260
Self-employment tax amount $1,320,000
Number of returns with total tax payments 1,740
Total tax payments amount $37,444,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 100
Refundable education credit amount $104,000
Number of returns with income tax 1,760
Income tax amount [10] $33,207,000
Number of returns with tax liability 1,760
Total tax liability amount [11] $34,821,000
Number of returns with net investment income tax 30
Net investment income tax $151,000
Number of returns with tax due at time of filing 610
Tax due at time of filing amount [12] $3,616,000
Number of returns with overpayments refunded 1,090
Overpayments refunded amount [13] $5,504,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $656,000

Adjusted Gross Income: $200,000 or more

Number of returns 1,010
Number of single returns 150
Number of joint returns 820
Number of head of household returns 20
Number of returns with paid preparer's signature 730
Number of exemptions 2,560
Number of dependents 730
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] 410
Adjust gross income (AGI) [5] $704,226,000
Number of returns with total income 1,010
Salaries and wages amount $711,774,000
Number of returns with salaries and wages 860
Salaries and wages amount $379,426
Number of returns with taxable interest 800
Taxable interest amount $9,196
Number of returns with ordinary dividends 700
Ordinary dividends amount $30,335,000
Number of returns with qualified dividends 680
Qualified dividends amount [6] $23,747
Number of returns with state and local income tax refunds 30
State and local income tax refunds amount $84
Number of returns with business or professional net income (less loss) 250
Business or professional net income (less loss) amount $15,259,000
Number of returns with net capital gain (less loss) 690
Net capital gain (less loss) amount $173,919,000
Number of returns with taxable individual retirement arrangements distributions 210
Taxable individual retirement arrangements distributions amount $14,908,000
Number of returns with taxable pensions and annuities 210
Taxable pensions and annuities amount $9,633,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $177,000
Number of returns with taxable Social Security benefits 230
Taxable Social Security benefits amount $6,729,000
Number of returns with partnership/S-corp net income (less loss) 400
Partnership/S-corp net income (less loss) amount $94,200,000
Number of returns with total statutory adjustments 360
Total statutory adjustments amount $7,548,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 70
Self-employment retirement plans amount $2,703,000
Number of returns with self-employment health insurance deduction 120
Self-employment health insurance deduction amount $1,425,000
Number of returns with IRA payments 30
IRA payments amount $299,000
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 40
Domestic production activities deduction amount $228,000
Number of returns with itemized deductions 800
Total itemized deductions amount $74,863,000
Amount of AGI for itemized returns $591,827,000
Number of returns with State and local income taxes 60
State and local income taxes amount $1,752,000
Number of returns with State and local general sales tax 700
State and local general sales tax amount $2,524,000
Number of returns with real estate taxes 760
Real estate taxes amount $17,423,000
Number of returns with taxes paid 790
Taxes paid amount $21,831,000
Number of returns with mortgage interest paid 540
Mortgage interest paid amount $8,125,000
Number of returns with contributions 690
Contributions amount $40,260,000
Number of returns with taxable income 1,000
Taxable income amount $621,996,000
Number of returns with income tax before credits 1,000
Income tax before credits amount $183,719,000
Number of returns with alternative minimum tax 370
Alternative minimum tax amount $2,536,000
Number of returns with total tax credits 480
Total tax credits amount $7,711,000
Number of returns with foreign tax credit 390
Foreign tax credit amount $6,535,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $34,000
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 30
Residential energy tax credit amount $7,000
Number of returns with self-employment tax 220
Self-employment tax amount $2,176,000
Number of returns with total tax payments 990
Total tax payments amount $177,587,000
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 1,000
Income tax amount [10] $171,754,000
Number of returns with tax liability 1,000
Total tax liability amount [11] $179,928,000
Number of returns with net investment income tax 640
Net investment income tax $3,526,000
Number of returns with tax due at time of filing 480
Tax due at time of filing amount [12] $21,081,000
Number of returns with overpayments refunded 350
Overpayments refunded amount [13] $7,990,000
Number of returns with credit to next year’s estimated tax 200
Credited to next year’s estimated tax amount $10,502,000

[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.