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 78542 Income Tax Stats

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

ZIP Code 78542 Data

Zip Code:78542
City:Edinburg
State:TX [Texas]
Counties: HIDALGO, TX
City Alias(es):Edinburg
Area Code:956
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


78542 Income Tax Overview

Total Number of Tax Returns for ZIP Code 78542 [1] 25,460
Total Number of Single Tax Returns for ZIP Code 78542 7,480
Total Number of Joint Tax Returns for ZIP Code 78542 7,580
Total Number of Dependents for ZIP Code 78542 30,540
Total Adjusted Gross Income for ZIP Code 78542 $869,687,000
Average Income per Person for ZIP Code 78542 $13,741
Average Income per Household for ZIP Code 78542 $34,159

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 14,320
Number of single returns 7,320
Number of joint returns 2,190
Number of head of household returns 4,720
Number of returns with paid preparer's signature 8,200
Number of exemptions 30,580
Number of dependents 15,700
Total number of volunteer prepared returns [5] 180
Number of volunteer income tax assistance (VITA) prepared returns [3] 150
Number of tax counseling for the elderly (TCE) prepared returns [3] 30
Number of volunteer prepared returns with Earned Income Credit 70
Number of refund anticipation check returns [3] 4,250
Number of elderly returns [4] 1,170
Adjust gross income (AGI) [5] $194,859,000
Number of returns with total income 14,320
Salaries and wages amount $198,265,000
Number of returns with salaries and wages 11,780
Salaries and wages amount $153,645
Number of returns with taxable interest 310
Taxable interest amount $167
Number of returns with ordinary dividends 50
Ordinary dividends amount $42,000
Number of returns with qualified dividends 40
Qualified dividends amount [6] $22
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) 4,640
Business or professional net income (less loss) amount $37,023,000
Number of returns with net capital gain (less loss) 60
Net capital gain (less loss) amount $88,000
Number of returns with taxable individual retirement arrangements distributions 80
Taxable individual retirement arrangements distributions amount $475,000
Number of returns with taxable pensions and annuities 480
Taxable pensions and annuities amount $3,694,000
Number of farm returns 60
Number of returns with unemployment compensation 610
Unemployment compensation amount [7] $2,364,000
Number of returns with taxable Social Security benefits 80
Taxable Social Security benefits amount $114,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $159,000
Number of returns with total statutory adjustments 4,380
Total statutory adjustments amount $3,406,000
Number of returns with educator expenses 80
Educator expenses amount $20,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 20
Self-employment health insurance deduction amount $39,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 240
Student loan interest deduction amount $125,000
Number of returns with tuition and fees deduction 40
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 370
Total itemized deductions amount $5,321,000
Amount of AGI for itemized returns $6,669,000
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 230
State and local general sales tax amount $252,000
Number of returns with real estate taxes 130
Real estate taxes amount $402,000
Number of returns with taxes paid 300
Taxes paid amount $829,000
Number of returns with mortgage interest paid 90
Mortgage interest paid amount $471,000
Number of returns with contributions 160
Contributions amount $329,000
Number of returns with taxable income 4,180
Taxable income amount $21,545,000
Number of returns with income tax before credits 4,340
Income tax before credits amount $2,348,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,640
Total tax credits amount $564,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $29,000
Number of returns with nonrefundable education credit 390
Nonrefundable education credit amount $185,000
Number of returns with retirement savings contribution credit 410
Retirement savings contribution credit amount $72,000
Number of returns with child tax credit 730
Child tax credit amount $220,000
Number of returns with residential energy tax credit 100
Residential energy tax credit amount $55,000
Number of returns with self-employment tax 4,040
Self-employment tax amount $5,843,000
Number of returns with total tax payments 13,730
Total tax payments amount $52,483,000
Number of returns with earned income credit 8,410
Earned income credit amount [8] $31,843,000
Number of returns with excess earned income credit 7,880
Excess earned income credit (refundable) amount [9] $26,481,000
Number of returns with additional child tax credit 6,860
Additional child tax credit amount $10,054,000
Number of returns with refundable education credit 900
Refundable education credit amount $755,000
Number of returns with income tax 3,080
Income tax amount [10] $1,784,000
Number of returns with tax liability 7,210
Total tax liability amount [11] $8,006,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 920
Tax due at time of filing amount [12] $741,000
Number of returns with overpayments refunded 13,130
Overpayments refunded amount [13] $45,172,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 5,900
Number of single returns 1,950
Number of joint returns 2,010
Number of head of household returns 1,890
Number of returns with paid preparer's signature 3,480
Number of exemptions 15,480
Number of dependents 7,600
Total number of volunteer prepared returns [5] 60
Number of volunteer income tax assistance (VITA) prepared returns [3] 60
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 20
Number of refund anticipation check returns [3] 1,820
Number of elderly returns [4] 510
Adjust gross income (AGI) [5] $208,060,000
Number of returns with total income 5,900
Salaries and wages amount $209,689,000
Number of returns with salaries and wages 5,580
Salaries and wages amount $193,844
Number of returns with taxable interest 310
Taxable interest amount $212
Number of returns with ordinary dividends 90
Ordinary dividends amount $103,000
Number of returns with qualified dividends 70
Qualified dividends amount [6] $54
Number of returns with state and local income tax refunds 40
State and local income tax refunds amount $24
Number of returns with business or professional net income (less loss) 1,060
Business or professional net income (less loss) amount $3,467,000
Number of returns with net capital gain (less loss) 90
Net capital gain (less loss) amount $312,000
Number of returns with taxable individual retirement arrangements distributions 110
Taxable individual retirement arrangements distributions amount $896,000
Number of returns with taxable pensions and annuities 470
Taxable pensions and annuities amount $6,613,000
Number of farm returns 80
Number of returns with unemployment compensation 600
Unemployment compensation amount [7] $3,410,000
Number of returns with taxable Social Security benefits 270
Taxable Social Security benefits amount $1,169,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $446,000
Number of returns with total statutory adjustments 1,230
Total statutory adjustments amount $1,629,000
Number of returns with educator expenses 320
Educator expenses amount $80,000
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 $168,000
Number of returns with IRA payments 40
IRA payments amount $113,000
Number of returns with student loan interest deduction 360
Student loan interest deduction amount $297,000
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 1,280
Total itemized deductions amount $24,096,000
Amount of AGI for itemized returns $49,591,000
Number of returns with State and local income taxes 110
State and local income taxes amount $135,000
Number of returns with State and local general sales tax 940
State and local general sales tax amount $1,340,000
Number of returns with real estate taxes 550
Real estate taxes amount $1,520,000
Number of returns with taxes paid 1,160
Taxes paid amount $3,459,000
Number of returns with mortgage interest paid 460
Mortgage interest paid amount $2,194,000
Number of returns with contributions 690
Contributions amount $1,792,000
Number of returns with taxable income 5,330
Taxable income amount $78,978,000
Number of returns with income tax before credits 5,340
Income tax before credits amount $9,432,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 3,230
Total tax credits amount $2,882,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 390
Child and dependent care credit amount $244,000
Number of returns with nonrefundable education credit 540
Nonrefundable education credit amount $485,000
Number of returns with retirement savings contribution credit 790
Retirement savings contribution credit amount $135,000
Number of returns with child tax credit 2,100
Child tax credit amount $1,711,000
Number of returns with residential energy tax credit 290
Residential energy tax credit amount $292,000
Number of returns with self-employment tax 570
Self-employment tax amount $1,305,000
Number of returns with total tax payments 5,830
Total tax payments amount $28,676,000
Number of returns with earned income credit 2,750
Earned income credit amount [8] $6,947,000
Number of returns with excess earned income credit 2,340
Excess earned income credit (refundable) amount [9] $5,728,000
Number of returns with additional child tax credit 2,270
Additional child tax credit amount $3,805,000
Number of returns with refundable education credit 470
Refundable education credit amount $409,000
Number of returns with income tax 3,360
Income tax amount [10] $6,551,000
Number of returns with tax liability 4,030
Total tax liability amount [11] $8,472,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 510
Tax due at time of filing amount [12] $890,000
Number of returns with overpayments refunded 5,380
Overpayments refunded amount [13] $20,996,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $451,000

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

Number of returns 2,600
Number of single returns 750
Number of joint returns 1,320
Number of head of household returns 510
Number of returns with paid preparer's signature 1,620
Number of exemptions 7,060
Number of dependents 3,150
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] 770
Number of elderly returns [4] 270
Adjust gross income (AGI) [5] $158,623,000
Number of returns with total income 2,600
Salaries and wages amount $159,502,000
Number of returns with salaries and wages 2,500
Salaries and wages amount $145,236
Number of returns with taxable interest 260
Taxable interest amount $245
Number of returns with ordinary dividends 80
Ordinary dividends amount $145,000
Number of returns with qualified dividends 70
Qualified dividends amount [6] $80
Number of returns with state and local income tax refunds 40
State and local income tax refunds amount $35
Number of returns with business or professional net income (less loss) 390
Business or professional net income (less loss) amount $1,229,000
Number of returns with net capital gain (less loss) 70
Net capital gain (less loss) amount $440,000
Number of returns with taxable individual retirement arrangements distributions 80
Taxable individual retirement arrangements distributions amount $1,023,000
Number of returns with taxable pensions and annuities 300
Taxable pensions and annuities amount $6,100,000
Number of farm returns 60
Number of returns with unemployment compensation 450
Unemployment compensation amount [7] $2,603,000
Number of returns with taxable Social Security benefits 160
Taxable Social Security benefits amount $1,972,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $390,000
Number of returns with total statutory adjustments 670
Total statutory adjustments amount $879,000
Number of returns with educator expenses 270
Educator expenses amount $70,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 30
IRA payments amount $82,000
Number of returns with student loan interest deduction 270
Student loan interest deduction amount $245,000
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 1,340
Total itemized deductions amount $31,860,000
Amount of AGI for itemized returns $82,276,000
Number of returns with State and local income taxes 90
State and local income taxes amount $178,000
Number of returns with State and local general sales tax 1,020
State and local general sales tax amount $1,789,000
Number of returns with real estate taxes 720
Real estate taxes amount $2,127,000
Number of returns with taxes paid 1,260
Taxes paid amount $4,756,000
Number of returns with mortgage interest paid 640
Mortgage interest paid amount $3,143,000
Number of returns with contributions 800
Contributions amount $2,234,000
Number of returns with taxable income 2,560
Taxable income amount $84,567,000
Number of returns with income tax before credits 2,560
Income tax before credits amount $11,309,000
Number of returns with alternative minimum tax 20
Alternative minimum tax amount $14,000
Number of returns with total tax credits 1,490
Total tax credits amount $2,637,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $22,000
Number of returns with child and dependent care credit 180
Child and dependent care credit amount $112,000
Number of returns with nonrefundable education credit 320
Nonrefundable education credit amount $421,000
Number of returns with retirement savings contribution credit 200
Retirement savings contribution credit amount $28,000
Number of returns with child tax credit 1,110
Child tax credit amount $1,720,000
Number of returns with residential energy tax credit 230
Residential energy tax credit amount $321,000
Number of returns with self-employment tax 210
Self-employment tax amount $518,000
Number of returns with total tax payments 2,570
Total tax payments amount $17,558,000
Number of returns with earned income credit 60
Earned income credit amount [8] $25,000
Number of returns with excess earned income credit 40
Excess earned income credit (refundable) amount [9] $15,000
Number of returns with additional child tax credit 390
Additional child tax credit amount $540,000
Number of returns with refundable education credit 260
Refundable education credit amount $245,000
Number of returns with income tax 2,170
Income tax amount [10] $8,672,000
Number of returns with tax liability 2,290
Total tax liability amount [11] $9,605,000
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] $887,000
Number of returns with overpayments refunded 2,250
Overpayments refunded amount [13] $8,770,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 1,310
Number of single returns 220
Number of joint returns 920
Number of head of household returns 170
Number of returns with paid preparer's signature 840
Number of exemptions 4,150
Number of dependents 1,910
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] 370
Number of elderly returns [4] 120
Adjust gross income (AGI) [5] $113,596,000
Number of returns with total income 1,310
Salaries and wages amount $114,265,000
Number of returns with salaries and wages 1,260
Salaries and wages amount $103,517
Number of returns with taxable interest 190
Taxable interest amount $145
Number of returns with ordinary dividends 60
Ordinary dividends amount $40,000
Number of returns with qualified dividends 50
Qualified dividends amount [6] $27
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) 230
Business or professional net income (less loss) amount $1,381,000
Number of returns with net capital gain (less loss) 60
Net capital gain (less loss) amount $229,000
Number of returns with taxable individual retirement arrangements distributions 60
Taxable individual retirement arrangements distributions amount $976,000
Number of returns with taxable pensions and annuities 200
Taxable pensions and annuities amount $5,082,000
Number of farm returns 40
Number of returns with unemployment compensation 230
Unemployment compensation amount [7] $1,117,000
Number of returns with taxable Social Security benefits 100
Taxable Social Security benefits amount $1,431,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $542,000
Number of returns with total statutory adjustments 360
Total statutory adjustments amount $669,000
Number of returns with educator expenses 140
Educator expenses amount $46,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 30
IRA payments amount $133,000
Number of returns with student loan interest deduction 150
Student loan interest deduction amount $148,000
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 790
Total itemized deductions amount $21,370,000
Amount of AGI for itemized returns $68,200,000
Number of returns with State and local income taxes 70
State and local income taxes amount $165,000
Number of returns with State and local general sales tax 630
State and local general sales tax amount $1,392,000
Number of returns with real estate taxes 540
Real estate taxes amount $1,904,000
Number of returns with taxes paid 770
Taxes paid amount $4,013,000
Number of returns with mortgage interest paid 520
Mortgage interest paid amount $3,011,000
Number of returns with contributions 520
Contributions amount $1,767,000
Number of returns with taxable income 1,310
Taxable income amount $69,371,000
Number of returns with income tax before credits 1,310
Income tax before credits amount $10,037,000
Number of returns with alternative minimum tax 60
Alternative minimum tax amount $60,000
Number of returns with total tax credits 880
Total tax credits amount $1,925,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 140
Child and dependent care credit amount $96,000
Number of returns with nonrefundable education credit 190
Nonrefundable education credit amount $251,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 710
Child tax credit amount $1,301,000
Number of returns with residential energy tax credit 150
Residential energy tax credit amount $261,000
Number of returns with self-employment tax 130
Self-employment tax amount $387,000
Number of returns with total tax payments 1,300
Total tax payments amount $13,429,000
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 $75,000
Number of returns with refundable education credit 150
Refundable education credit amount $140,000
Number of returns with income tax 1,250
Income tax amount [10] $8,112,000
Number of returns with tax liability 1,280
Total tax liability amount [11] $8,834,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 190
Tax due at time of filing amount [12] $767,000
Number of returns with overpayments refunded 1,120
Overpayments refunded amount [13] $5,303,000
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 1,210
Number of single returns 120
Number of joint returns 1,040
Number of head of household returns 60
Number of returns with paid preparer's signature 810
Number of exemptions 4,270
Number of dependents 2,020
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] 270
Number of elderly returns [4] 110
Adjust gross income (AGI) [5] $154,855,000
Number of returns with total income 1,210
Salaries and wages amount $155,704,000
Number of returns with salaries and wages 1,180
Salaries and wages amount $139,039
Number of returns with taxable interest 250
Taxable interest amount $197
Number of returns with ordinary dividends 90
Ordinary dividends amount $376,000
Number of returns with qualified dividends 70
Qualified dividends amount [6] $161
Number of returns with state and local income tax refunds 30
State and local income tax refunds amount $33
Number of returns with business or professional net income (less loss) 260
Business or professional net income (less loss) amount $2,090,000
Number of returns with net capital gain (less loss) 90
Net capital gain (less loss) amount $1,388,000
Number of returns with taxable individual retirement arrangements distributions 60
Taxable individual retirement arrangements distributions amount $1,458,000
Number of returns with taxable pensions and annuities 210
Taxable pensions and annuities amount $7,657,000
Number of farm returns 70
Number of returns with unemployment compensation 140
Unemployment compensation amount [7] $591,000
Number of returns with taxable Social Security benefits 80
Taxable Social Security benefits amount $1,451,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $2,094,000
Number of returns with total statutory adjustments 470
Total statutory adjustments amount $849,000
Number of returns with educator expenses 220
Educator expenses amount $71,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 20
Self-employment health insurance deduction amount $108,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 180
Student loan interest deduction amount $175,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $69,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 830
Total itemized deductions amount $24,007,000
Amount of AGI for itemized returns $106,126,000
Number of returns with State and local income taxes 60
State and local income taxes amount $262,000
Number of returns with State and local general sales tax 690
State and local general sales tax amount $1,894,000
Number of returns with real estate taxes 660
Real estate taxes amount $2,818,000
Number of returns with taxes paid 810
Taxes paid amount $5,538,000
Number of returns with mortgage interest paid 660
Mortgage interest paid amount $4,401,000
Number of returns with contributions 620
Contributions amount $2,463,000
Number of returns with taxable income 1,210
Taxable income amount $108,832,000
Number of returns with income tax before credits 1,210
Income tax before credits amount $18,134,000
Number of returns with alternative minimum tax 120
Alternative minimum tax amount $200,000
Number of returns with total tax credits 800
Total tax credits amount $1,553,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $213,000
Number of returns with child and dependent care credit 190
Child and dependent care credit amount $140,000
Number of returns with nonrefundable education credit 210
Nonrefundable education credit amount $296,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 570
Child tax credit amount $875,000
Number of returns with residential energy tax credit 120
Residential energy tax credit amount $173,000
Number of returns with self-employment tax 150
Self-employment tax amount $532,000
Number of returns with total tax payments 1,200
Total tax payments amount $20,876,000
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 180
Refundable education credit amount $180,000
Number of returns with income tax 1,210
Income tax amount [10] $16,581,000
Number of returns with tax liability 1,210
Total tax liability amount [11] $17,593,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 280
Tax due at time of filing amount [12] $1,812,000
Number of returns with overpayments refunded 930
Overpayments refunded amount [13] $5,026,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

Adjusted Gross Income: $200,000 or more

Number of returns 120
Number of single returns 0
Number of joint returns 100
Number of head of household returns 0
Number of returns with paid preparer's signature 90
Number of exemptions 380
Number of dependents 160
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] 20
Adjust gross income (AGI) [5] $39,694,000
Number of returns with total income 120
Salaries and wages amount $40,054,000
Number of returns with salaries and wages 110
Salaries and wages amount $22,478
Number of returns with taxable interest 60
Taxable interest amount $184
Number of returns with ordinary dividends 30
Ordinary dividends amount $359,000
Number of returns with qualified dividends 20
Qualified dividends amount [6] $301
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) 40
Business or professional net income (less loss) amount $1,665,000
Number of returns with net capital gain (less loss) 40
Net capital gain (less loss) amount $1,417,000
Number of returns with taxable individual retirement arrangements distributions 0
Taxable individual retirement arrangements distributions amount $0
Number of returns with taxable pensions and annuities 30
Taxable pensions and annuities amount $1,974,000
Number of farm returns 0
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 0
Taxable Social Security benefits amount $0
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $10,460,000
Number of returns with total statutory adjustments 50
Total statutory adjustments amount $360,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 0
Self-employment health insurance deduction amount $0
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 90
Total itemized deductions amount $2,851,000
Amount of AGI for itemized returns $28,152,000
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 80
State and local general sales tax amount $236,000
Number of returns with real estate taxes 80
Real estate taxes amount $609,000
Number of returns with taxes paid 90
Taxes paid amount $927,000
Number of returns with mortgage interest paid 70
Mortgage interest paid amount $717,000
Number of returns with contributions 70
Contributions amount $753,000
Number of returns with taxable income 120
Taxable income amount $35,316,000
Number of returns with income tax before credits 120
Income tax before credits amount $9,162,000
Number of returns with alternative minimum tax 40
Alternative minimum tax amount $120,000
Number of returns with total tax credits 30
Total tax credits amount $264,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
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 30
Self-employment tax amount $316,000
Number of returns with total tax payments 110
Total tax payments amount $7,807,000
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 110
Income tax amount [10] $8,898,000
Number of returns with tax liability 120
Total tax liability amount [11] $9,462,000
Number of returns with net investment income tax 40
Net investment income tax $46,000
Number of returns with tax due at time of filing 70
Tax due at time of filing amount [12] $2,477,000
Number of returns with overpayments refunded 40
Overpayments refunded amount [13] $388,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

[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.