Zip Code Database List
1-800-425-1169
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

Share |

ZIP Code 77396 Income Tax Stats

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

ZIP Code 77396 Data

Zip Code:77396
City:Humble
State:TX [Texas]
Counties: HARRIS, TX
City Alias(es):Humble
Area Code:281 / 832 / 346
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


77396 Income Tax Overview

Total Number of Tax Returns for ZIP Code 77396 [1] 23,140
Total Number of Single Tax Returns for ZIP Code 77396 6,660
Total Number of Joint Tax Returns for ZIP Code 77396 7,490
Total Number of Dependents for ZIP Code 77396 21,230
Total Adjusted Gross Income for ZIP Code 77396 $1,438,419,000
Average Income per Person for ZIP Code 77396 $33,207
Average Income per Household for ZIP Code 77396 $62,162

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


Adjusted Gross Income: 1 under $25,000

Number of returns 8,090
Number of single returns 4,970
Number of joint returns 890
Number of head of household returns 2,150
Number of returns with paid preparer's signature 4,300
Number of exemptions 13,540
Number of dependents 5,820
Total number of volunteer prepared returns [5] 220
Number of volunteer income tax assistance (VITA) prepared returns [3] 120
Number of tax counseling for the elderly (TCE) prepared returns [3] 100
Number of volunteer prepared returns with Earned Income Credit 40
Number of refund anticipation check returns [3] 2,070
Number of elderly returns [4] 780
Adjust gross income (AGI) [5] $106,157,000
Number of returns with total income 8,090
Salaries and wages amount $108,291,000
Number of returns with salaries and wages 6,510
Salaries and wages amount $91,351
Number of returns with taxable interest 320
Taxable interest amount $112
Number of returns with ordinary dividends 160
Ordinary dividends amount $185,000
Number of returns with qualified dividends 140
Qualified dividends amount [6] $134
Number of returns with state and local income tax refunds 20
State and local income tax refunds amount $15
Number of returns with business or professional net income (less loss) 2,470
Business or professional net income (less loss) amount $10,149,000
Number of returns with net capital gain (less loss) 150
Net capital gain (less loss) amount $160,000
Number of returns with taxable individual retirement arrangements distributions 140
Taxable individual retirement arrangements distributions amount $977,000
Number of returns with taxable pensions and annuities 490
Taxable pensions and annuities amount $4,146,000
Number of farm returns 0
Number of returns with unemployment compensation 280
Unemployment compensation amount [7] $1,286,000
Number of returns with taxable Social Security benefits 150
Taxable Social Security benefits amount $273,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $39,000
Number of returns with total statutory adjustments 2,030
Total statutory adjustments amount $2,134,000
Number of returns with educator expenses 60
Educator expenses amount $14,000
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 $111,000
Number of returns with IRA payments 30
IRA payments amount $109,000
Number of returns with student loan interest deduction 180
Student loan interest deduction amount $164,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $143,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 560
Total itemized deductions amount $9,286,000
Amount of AGI for itemized returns $8,741,000
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 340
State and local general sales tax amount $331,000
Number of returns with real estate taxes 230
Real estate taxes amount $1,009,000
Number of returns with taxes paid 420
Taxes paid amount $1,516,000
Number of returns with mortgage interest paid 200
Mortgage interest paid amount $1,238,000
Number of returns with contributions 260
Contributions amount $767,000
Number of returns with taxable income 3,100
Taxable income amount $17,054,000
Number of returns with income tax before credits 3,130
Income tax before credits amount $1,819,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,080
Total tax credits amount $401,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $36,000
Number of returns with nonrefundable education credit 380
Nonrefundable education credit amount $197,000
Number of returns with retirement savings contribution credit 300
Retirement savings contribution credit amount $52,000
Number of returns with child tax credit 330
Child tax credit amount $109,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $8,000
Number of returns with self-employment tax 1,760
Self-employment tax amount $2,785,000
Number of returns with total tax payments 7,560
Total tax payments amount $23,428,000
Number of returns with earned income credit 3,690
Earned income credit amount [8] $11,835,000
Number of returns with excess earned income credit 3,340
Excess earned income credit (refundable) amount [9] $9,959,000
Number of returns with additional child tax credit 2,630
Additional child tax credit amount $3,656,000
Number of returns with refundable education credit 690
Refundable education credit amount $610,000
Number of returns with income tax 2,350
Income tax amount [10] $1,417,000
Number of returns with tax liability 4,080
Total tax liability amount [11] $4,390,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 830
Tax due at time of filing amount [12] $922,000
Number of returns with overpayments refunded 7,040
Overpayments refunded amount [13] $19,912,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $35,000

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

Number of returns 6,210
Number of single returns 2,620
Number of joint returns 1,510
Number of head of household returns 1,950
Number of returns with paid preparer's signature 3,280
Number of exemptions 13,910
Number of dependents 6,210
Total number of volunteer prepared returns [5] 130
Number of volunteer income tax assistance (VITA) prepared returns [3] 80
Number of tax counseling for the elderly (TCE) prepared returns [3] 60
Number of volunteer prepared returns with Earned Income Credit 30
Number of refund anticipation check returns [3] 1,930
Number of elderly returns [4] 610
Adjust gross income (AGI) [5] $226,959,000
Number of returns with total income 6,210
Salaries and wages amount $229,224,000
Number of returns with salaries and wages 5,790
Salaries and wages amount $212,047
Number of returns with taxable interest 390
Taxable interest amount $238
Number of returns with ordinary dividends 140
Ordinary dividends amount $328,000
Number of returns with qualified dividends 120
Qualified dividends amount [6] $197
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) 1,310
Business or professional net income (less loss) amount $2,002,000
Number of returns with net capital gain (less loss) 150
Net capital gain (less loss) amount $120,000
Number of returns with taxable individual retirement arrangements distributions 170
Taxable individual retirement arrangements distributions amount $1,915,000
Number of returns with taxable pensions and annuities 630
Taxable pensions and annuities amount $8,736,000
Number of farm returns 30
Number of returns with unemployment compensation 310
Unemployment compensation amount [7] $1,692,000
Number of returns with taxable Social Security benefits 340
Taxable Social Security benefits amount $2,132,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $395,000
Number of returns with total statutory adjustments 1,340
Total statutory adjustments amount $2,265,000
Number of returns with educator expenses 220
Educator expenses amount $55,000
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 $143,000
Number of returns with IRA payments 60
IRA payments amount $209,000
Number of returns with student loan interest deduction 510
Student loan interest deduction amount $508,000
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 1,720
Total itemized deductions amount $33,392,000
Amount of AGI for itemized returns $65,815,000
Number of returns with State and local income taxes 60
State and local income taxes amount $106,000
Number of returns with State and local general sales tax 1,250
State and local general sales tax amount $1,767,000
Number of returns with real estate taxes 820
Real estate taxes amount $3,771,000
Number of returns with taxes paid 1,490
Taxes paid amount $6,150,000
Number of returns with mortgage interest paid 780
Mortgage interest paid amount $3,980,000
Number of returns with contributions 1,100
Contributions amount $4,458,000
Number of returns with taxable income 5,730
Taxable income amount $100,214,000
Number of returns with income tax before credits 5,740
Income tax before credits amount $12,358,000
Number of returns with alternative minimum tax 20
Alternative minimum tax amount $11,000
Number of returns with total tax credits 3,110
Total tax credits amount $2,959,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 550
Child and dependent care credit amount $357,000
Number of returns with nonrefundable education credit 690
Nonrefundable education credit amount $678,000
Number of returns with retirement savings contribution credit 900
Retirement savings contribution credit amount $152,000
Number of returns with child tax credit 1,860
Child tax credit amount $1,631,000
Number of returns with residential energy tax credit 80
Residential energy tax credit amount $85,000
Number of returns with self-employment tax 600
Self-employment tax amount $1,699,000
Number of returns with total tax payments 6,100
Total tax payments amount $28,926,000
Number of returns with earned income credit 1,980
Earned income credit amount [8] $4,431,000
Number of returns with excess earned income credit 1,670
Excess earned income credit (refundable) amount [9] $3,594,000
Number of returns with additional child tax credit 1,860
Additional child tax credit amount $2,833,000
Number of returns with refundable education credit 570
Refundable education credit amount $490,000
Number of returns with income tax 4,080
Income tax amount [10] $9,399,000
Number of returns with tax liability 4,580
Total tax liability amount [11] $11,531,000
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] $1,550,000
Number of returns with overpayments refunded 5,440
Overpayments refunded amount [13] $18,744,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 3,560
Number of single returns 1,310
Number of joint returns 1,300
Number of head of household returns 860
Number of returns with paid preparer's signature 1,920
Number of exemptions 8,330
Number of dependents 3,470
Total number of volunteer prepared returns [5] 70
Number of volunteer income tax assistance (VITA) prepared returns [3] 30
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] 970
Number of elderly returns [4] 430
Adjust gross income (AGI) [5] $217,446,000
Number of returns with total income 3,560
Salaries and wages amount $219,238,000
Number of returns with salaries and wages 3,390
Salaries and wages amount $199,002
Number of returns with taxable interest 380
Taxable interest amount $173
Number of returns with ordinary dividends 190
Ordinary dividends amount $478,000
Number of returns with qualified dividends 180
Qualified dividends amount [6] $357
Number of returns with state and local income tax refunds 20
State and local income tax refunds amount $29
Number of returns with business or professional net income (less loss) 650
Business or professional net income (less loss) amount $2,419,000
Number of returns with net capital gain (less loss) 210
Net capital gain (less loss) amount $539,000
Number of returns with taxable individual retirement arrangements distributions 150
Taxable individual retirement arrangements distributions amount $2,155,000
Number of returns with taxable pensions and annuities 500
Taxable pensions and annuities amount $9,354,000
Number of farm returns 0
Number of returns with unemployment compensation 170
Unemployment compensation amount [7] $913,000
Number of returns with taxable Social Security benefits 260
Taxable Social Security benefits amount $3,741,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $820,000
Number of returns with total statutory adjustments 1,040
Total statutory adjustments amount $1,792,000
Number of returns with educator expenses 220
Educator expenses amount $56,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $194,000
Number of returns with IRA payments 50
IRA payments amount $193,000
Number of returns with student loan interest deduction 490
Student loan interest deduction amount $533,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $92,000
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 $38,880,000
Amount of AGI for itemized returns $105,448,000
Number of returns with State and local income taxes 60
State and local income taxes amount $138,000
Number of returns with State and local general sales tax 1,310
State and local general sales tax amount $2,249,000
Number of returns with real estate taxes 1,110
Real estate taxes amount $5,290,000
Number of returns with taxes paid 1,580
Taxes paid amount $8,319,000
Number of returns with mortgage interest paid 1,100
Mortgage interest paid amount $5,866,000
Number of returns with contributions 1,210
Contributions amount $5,928,000
Number of returns with taxable income 3,490
Taxable income amount $127,885,000
Number of returns with income tax before credits 3,490
Income tax before credits amount $17,958,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,710
Total tax credits amount $2,763,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 280
Child and dependent care credit amount $191,000
Number of returns with nonrefundable education credit 370
Nonrefundable education credit amount $438,000
Number of returns with retirement savings contribution credit 220
Retirement savings contribution credit amount $34,000
Number of returns with child tax credit 1,290
Child tax credit amount $1,957,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $56,000
Number of returns with self-employment tax 340
Self-employment tax amount $895,000
Number of returns with total tax payments 3,510
Total tax payments amount $25,857,000
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 330
Additional child tax credit amount $461,000
Number of returns with refundable education credit 310
Refundable education credit amount $272,000
Number of returns with income tax 3,170
Income tax amount [10] $15,195,000
Number of returns with tax liability 3,270
Total tax liability amount [11] $16,375,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 560
Tax due at time of filing amount [12] $1,581,000
Number of returns with overpayments refunded 2,980
Overpayments refunded amount [13] $10,835,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $202,000

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

Number of returns 1,850
Number of single returns 480
Number of joint returns 1,050
Number of head of household returns 270
Number of returns with paid preparer's signature 990
Number of exemptions 4,760
Number of dependents 1,870
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] 440
Number of elderly returns [4] 260
Adjust gross income (AGI) [5] $159,544,000
Number of returns with total income 1,850
Salaries and wages amount $160,661,000
Number of returns with salaries and wages 1,760
Salaries and wages amount $142,660
Number of returns with taxable interest 330
Taxable interest amount $280
Number of returns with ordinary dividends 190
Ordinary dividends amount $467,000
Number of returns with qualified dividends 170
Qualified dividends amount [6] $296
Number of returns with state and local income tax refunds 20
State and local income tax refunds amount $21
Number of returns with business or professional net income (less loss) 360
Business or professional net income (less loss) amount $2,270,000
Number of returns with net capital gain (less loss) 190
Net capital gain (less loss) amount $935,000
Number of returns with taxable individual retirement arrangements distributions 100
Taxable individual retirement arrangements distributions amount $1,951,000
Number of returns with taxable pensions and annuities 370
Taxable pensions and annuities amount $8,495,000
Number of farm returns 0
Number of returns with unemployment compensation 100
Unemployment compensation amount [7] $565,000
Number of returns with taxable Social Security benefits 170
Taxable Social Security benefits amount $2,990,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $678,000
Number of returns with total statutory adjustments 480
Total statutory adjustments amount $1,117,000
Number of returns with educator expenses 80
Educator expenses amount $24,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $177,000
Number of returns with IRA payments 30
IRA payments amount $119,000
Number of returns with student loan interest deduction 210
Student loan interest deduction amount $210,000
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 1,070
Total itemized deductions amount $27,019,000
Amount of AGI for itemized returns $92,202,000
Number of returns with State and local income taxes 30
State and local income taxes amount $85,000
Number of returns with State and local general sales tax 860
State and local general sales tax amount $1,803,000
Number of returns with real estate taxes 850
Real estate taxes amount $4,671,000
Number of returns with taxes paid 1,020
Taxes paid amount $6,977,000
Number of returns with mortgage interest paid 830
Mortgage interest paid amount $5,124,000
Number of returns with contributions 790
Contributions amount $4,544,000
Number of returns with taxable income 1,840
Taxable income amount $104,895,000
Number of returns with income tax before credits 1,830
Income tax before credits amount $15,963,000
Number of returns with alternative minimum tax 20
Alternative minimum tax amount $35,000
Number of returns with total tax credits 890
Total tax credits amount $1,709,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 210
Child and dependent care credit amount $147,000
Number of returns with nonrefundable education credit 200
Nonrefundable education credit amount $236,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 720
Child tax credit amount $1,218,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $56,000
Number of returns with self-employment tax 190
Self-employment tax amount $615,000
Number of returns with total tax payments 1,820
Total tax payments amount $20,755,000
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 50
Additional child tax credit amount $84,000
Number of returns with refundable education credit 140
Refundable education credit amount $123,000
Number of returns with income tax 1,790
Income tax amount [10] $14,254,000
Number of returns with tax liability 1,800
Total tax liability amount [11] $15,212,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 340
Tax due at time of filing amount [12] $1,207,000
Number of returns with overpayments refunded 1,490
Overpayments refunded amount [13] $6,416,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 2,440
Number of single returns 370
Number of joint returns 1,850
Number of head of household returns 190
Number of returns with paid preparer's signature 1,240
Number of exemptions 6,830
Number of dependents 2,540
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] 360
Number of elderly returns [4] 390
Adjust gross income (AGI) [5] $329,660,000
Number of returns with total income 2,440
Salaries and wages amount $331,770,000
Number of returns with salaries and wages 2,350
Salaries and wages amount $286,339
Number of returns with taxable interest 770
Taxable interest amount $787
Number of returns with ordinary dividends 540
Ordinary dividends amount $1,946,000
Number of returns with qualified dividends 490
Qualified dividends amount [6] $1,422
Number of returns with state and local income tax refunds 50
State and local income tax refunds amount $51
Number of returns with business or professional net income (less loss) 540
Business or professional net income (less loss) amount $6,615,000
Number of returns with net capital gain (less loss) 460
Net capital gain (less loss) amount $2,628,000
Number of returns with taxable individual retirement arrangements distributions 190
Taxable individual retirement arrangements distributions amount $5,490,000
Number of returns with taxable pensions and annuities 530
Taxable pensions and annuities amount $17,319,000
Number of farm returns 40
Number of returns with unemployment compensation 120
Unemployment compensation amount [7] $613,000
Number of returns with taxable Social Security benefits 230
Taxable Social Security benefits amount $5,053,000
Number of returns with partnership/S-corp net income (less loss) 190
Partnership/S-corp net income (less loss) amount $4,605,000
Number of returns with total statutory adjustments 830
Total statutory adjustments amount $2,110,000
Number of returns with educator expenses 160
Educator expenses amount $44,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $241,000
Number of returns with IRA payments 60
IRA payments amount $368,000
Number of returns with student loan interest deduction 310
Student loan interest deduction amount $368,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $72,000
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $262,000
Number of returns with itemized deductions 1,750
Total itemized deductions amount $50,477,000
Amount of AGI for itemized returns $242,085,000
Number of returns with State and local income taxes 60
State and local income taxes amount $239,000
Number of returns with State and local general sales tax 1,440
State and local general sales tax amount $3,500,000
Number of returns with real estate taxes 1,560
Real estate taxes amount $11,704,000
Number of returns with taxes paid 1,710
Taxes paid amount $16,123,000
Number of returns with mortgage interest paid 1,500
Mortgage interest paid amount $11,324,000
Number of returns with contributions 1,440
Contributions amount $9,027,000
Number of returns with taxable income 2,430
Taxable income amount $243,794,000
Number of returns with income tax before credits 2,430
Income tax before credits amount $43,282,000
Number of returns with alternative minimum tax 120
Alternative minimum tax amount $219,000
Number of returns with total tax credits 1,030
Total tax credits amount $1,486,000
Number of returns with foreign tax credit 150
Foreign tax credit amount $32,000
Number of returns with child and dependent care credit 360
Child and dependent care credit amount $255,000
Number of returns with nonrefundable education credit 190
Nonrefundable education credit amount $238,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 590
Child tax credit amount $813,000
Number of returns with residential energy tax credit 70
Residential energy tax credit amount $60,000
Number of returns with self-employment tax 320
Self-employment tax amount $1,316,000
Number of returns with total tax payments 2,420
Total tax payments amount $48,840,000
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 160
Refundable education credit amount $138,000
Number of returns with income tax 2,420
Income tax amount [10] $41,796,000
Number of returns with tax liability 2,420
Total tax liability amount [11] $43,643,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 720
Tax due at time of filing amount [12] $4,056,000
Number of returns with overpayments refunded 1,690
Overpayments refunded amount [13] $8,871,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $268,000

Adjusted Gross Income: $200,000 or more

Number of returns 990
Number of single returns 60
Number of joint returns 890
Number of head of household returns 30
Number of returns with paid preparer's signature 560
Number of exemptions 3,190
Number of dependents 1,320
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 30
Number of elderly returns [4] 150
Adjust gross income (AGI) [5] $398,653,000
Number of returns with total income 990
Salaries and wages amount $403,692,000
Number of returns with salaries and wages 930
Salaries and wages amount $298,605
Number of returns with taxable interest 660
Taxable interest amount $1,603
Number of returns with ordinary dividends 580
Ordinary dividends amount $5,452,000
Number of returns with qualified dividends 550
Qualified dividends amount [6] $4,336
Number of returns with state and local income tax refunds 30
State and local income tax refunds amount $128
Number of returns with business or professional net income (less loss) 260
Business or professional net income (less loss) amount $11,419,000
Number of returns with net capital gain (less loss) 570
Net capital gain (less loss) amount $15,792,000
Number of returns with taxable individual retirement arrangements distributions 110
Taxable individual retirement arrangements distributions amount $5,380,000
Number of returns with taxable pensions and annuities 170
Taxable pensions and annuities amount $7,524,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $165,000
Number of returns with taxable Social Security benefits 70
Taxable Social Security benefits amount $1,720,000
Number of returns with partnership/S-corp net income (less loss) 260
Partnership/S-corp net income (less loss) amount $53,139,000
Number of returns with total statutory adjustments 320
Total statutory adjustments amount $5,039,000
Number of returns with educator expenses 20
Educator expenses amount $6,000
Number of returns with self-employment retirement plans 60
Self-employment retirement plans amount $1,825,000
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $997,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 0
Student loan interest deduction amount $0
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 860
Total itemized deductions amount $36,298,000
Amount of AGI for itemized returns $333,108,000
Number of returns with State and local income taxes 60
State and local income taxes amount $901,000
Number of returns with State and local general sales tax 740
State and local general sales tax amount $2,707,000
Number of returns with real estate taxes 840
Real estate taxes amount $11,410,000
Number of returns with taxes paid 860
Taxes paid amount $15,804,000
Number of returns with mortgage interest paid 760
Mortgage interest paid amount $8,263,000
Number of returns with contributions 770
Contributions amount $9,920,000
Number of returns with taxable income 990
Taxable income amount $352,178,000
Number of returns with income tax before credits 990
Income tax before credits amount $97,371,000
Number of returns with alternative minimum tax 410
Alternative minimum tax amount $1,339,000
Number of returns with total tax credits 470
Total tax credits amount $1,577,000
Number of returns with foreign tax credit 270
Foreign tax credit amount $1,277,000
Number of returns with child and dependent care credit 220
Child and dependent care credit amount $137,000
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 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 220
Self-employment tax amount $2,072,000
Number of returns with total tax payments 980
Total tax payments amount $96,380,000
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 990
Income tax amount [10] $95,794,000
Number of returns with tax liability 990
Total tax liability amount [11] $100,183,000
Number of returns with net investment income tax 500
Net investment income tax $828,000
Number of returns with tax due at time of filing 480
Tax due at time of filing amount [12] $10,105,000
Number of returns with overpayments refunded 430
Overpayments refunded amount [13] $4,041,000
Number of returns with credit to next year’s estimated tax 90
Credited to next year’s estimated tax amount $2,156,000

[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.