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ZIP Code Database - Facts & Stats

ZIP Code 80537 Income Tax Stats

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

ZIP Code 80537 Data

Zip Code:80537
City:Loveland
State:CO [Colorado]
Counties: LARIMER, CO
City Alias(es):Loveland
Area Code:970
Time Zone: Mountain (GMT -07:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


80537 Income Tax Overview

Total Number of Tax Returns for ZIP Code 80537 [1] 21,500
Total Number of Single Tax Returns for ZIP Code 80537 8,040
Total Number of Joint Tax Returns for ZIP Code 80537 8,680
Total Number of Dependents for ZIP Code 80537 9,830
Total Adjusted Gross Income for ZIP Code 80537 $1,451,162,000
Average Income per Person for ZIP Code 80537 $37,381
Average Income per Household for ZIP Code 80537 $67,496

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 6,580
Number of single returns 4,980
Number of joint returns 800
Number of head of household returns 710
Number of returns with paid preparer's signature 2,260
Number of exemptions 7,900
Number of dependents 1,690
Total number of volunteer prepared returns [5] 420
Number of volunteer income tax assistance (VITA) prepared returns [3] 420
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 110
Number of refund anticipation check returns [3] 910
Number of elderly returns [4] 1,610
Adjust gross income (AGI) [5] $82,292,000
Number of returns with total income 6,580
Salaries and wages amount $84,158,000
Number of returns with salaries and wages 4,960
Salaries and wages amount $62,025
Number of returns with taxable interest 1,180
Taxable interest amount $683
Number of returns with ordinary dividends 770
Ordinary dividends amount $1,471,000
Number of returns with qualified dividends 710
Qualified dividends amount [6] $838
Number of returns with state and local income tax refunds 130
State and local income tax refunds amount $86
Number of returns with business or professional net income (less loss) 1,050
Business or professional net income (less loss) amount $7,367,000
Number of returns with net capital gain (less loss) 710
Net capital gain (less loss) amount $745,000
Number of returns with taxable individual retirement arrangements distributions 600
Taxable individual retirement arrangements distributions amount $4,016,000
Number of returns with taxable pensions and annuities 880
Taxable pensions and annuities amount $6,780,000
Number of farm returns 20
Number of returns with unemployment compensation 130
Unemployment compensation amount [7] $526,000
Number of returns with taxable Social Security benefits 370
Taxable Social Security benefits amount $696,000
Number of returns with partnership/S-corp net income (less loss) 170
Partnership/S-corp net income (less loss) amount $71,000
Number of returns with total statutory adjustments 1,260
Total statutory adjustments amount $1,866,000
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 110
Self-employment health insurance deduction amount $346,000
Number of returns with IRA payments 30
IRA payments amount $148,000
Number of returns with student loan interest deduction 320
Student loan interest deduction amount $268,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $118,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 490
Total itemized deductions amount $7,543,000
Amount of AGI for itemized returns $7,037,000
Number of returns with State and local income taxes 190
State and local income taxes amount $215,000
Number of returns with State and local general sales tax 230
State and local general sales tax amount $128,000
Number of returns with real estate taxes 370
Real estate taxes amount $644,000
Number of returns with taxes paid 470
Taxes paid amount $1,074,000
Number of returns with mortgage interest paid 310
Mortgage interest paid amount $2,130,000
Number of returns with contributions 340
Contributions amount $748,000
Number of returns with taxable income 3,150
Taxable income amount $19,811,000
Number of returns with income tax before credits 3,110
Income tax before credits amount $2,085,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 760
Total tax credits amount $252,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $9,000
Number of returns with nonrefundable education credit 230
Nonrefundable education credit amount $133,000
Number of returns with retirement savings contribution credit 280
Retirement savings contribution credit amount $46,000
Number of returns with child tax credit 160
Child tax credit amount $55,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 870
Self-employment tax amount $1,236,000
Number of returns with total tax payments 5,740
Total tax payments amount $10,863,000
Number of returns with earned income credit 1,840
Earned income credit amount [8] $3,782,000
Number of returns with excess earned income credit 1,520
Excess earned income credit (refundable) amount [9] $3,225,000
Number of returns with additional child tax credit 850
Additional child tax credit amount $994,000
Number of returns with refundable education credit 250
Refundable education credit amount $205,000
Number of returns with income tax 2,700
Income tax amount [10] $1,833,000
Number of returns with tax liability 3,430
Total tax liability amount [11] $3,250,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 810
Tax due at time of filing amount [12] $731,000
Number of returns with overpayments refunded 5,190
Overpayments refunded amount [13] $8,250,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $64,000

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

Number of returns 5,290
Number of single returns 3,170
Number of joint returns 1,260
Number of head of household returns 710
Number of returns with paid preparer's signature 2,000
Number of exemptions 8,670
Number of dependents 2,140
Total number of volunteer prepared returns [5] 250
Number of volunteer income tax assistance (VITA) prepared returns [3] 200
Number of tax counseling for the elderly (TCE) prepared returns [3] 50
Number of volunteer prepared returns with Earned Income Credit 30
Number of refund anticipation check returns [3] 880
Number of elderly returns [4] 1,230
Adjust gross income (AGI) [5] $193,957,000
Number of returns with total income 5,290
Salaries and wages amount $197,083,000
Number of returns with salaries and wages 4,500
Salaries and wages amount $153,038
Number of returns with taxable interest 1,140
Taxable interest amount $840
Number of returns with ordinary dividends 750
Ordinary dividends amount $2,032,000
Number of returns with qualified dividends 690
Qualified dividends amount [6] $1,228
Number of returns with state and local income tax refunds 430
State and local income tax refunds amount $202
Number of returns with business or professional net income (less loss) 700
Business or professional net income (less loss) amount $7,148,000
Number of returns with net capital gain (less loss) 670
Net capital gain (less loss) amount $2,797,000
Number of returns with taxable individual retirement arrangements distributions 550
Taxable individual retirement arrangements distributions amount $6,181,000
Number of returns with taxable pensions and annuities 880
Taxable pensions and annuities amount $14,476,000
Number of farm returns 20
Number of returns with unemployment compensation 200
Unemployment compensation amount [7] $973,000
Number of returns with taxable Social Security benefits 890
Taxable Social Security benefits amount $6,156,000
Number of returns with partnership/S-corp net income (less loss) 200
Partnership/S-corp net income (less loss) amount $1,137,000
Number of returns with total statutory adjustments 1,410
Total statutory adjustments amount $3,126,000
Number of returns with educator expenses 100
Educator expenses amount $23,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 140
Self-employment health insurance deduction amount $517,000
Number of returns with IRA payments 100
IRA payments amount $391,000
Number of returns with student loan interest deduction 690
Student loan interest deduction amount $718,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $83,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,060
Total itemized deductions amount $16,363,000
Amount of AGI for itemized returns $41,211,000
Number of returns with State and local income taxes 760
State and local income taxes amount $1,115,000
Number of returns with State and local general sales tax 240
State and local general sales tax amount $254,000
Number of returns with real estate taxes 860
Real estate taxes amount $1,320,000
Number of returns with taxes paid 1,050
Taxes paid amount $2,927,000
Number of returns with mortgage interest paid 790
Mortgage interest paid amount $5,636,000
Number of returns with contributions 740
Contributions amount $1,746,000
Number of returns with taxable income 5,150
Taxable income amount $107,724,000
Number of returns with income tax before credits 5,100
Income tax before credits amount $13,317,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,740
Total tax credits amount $1,378,000
Number of returns with foreign tax credit 190
Foreign tax credit amount $12,000
Number of returns with child and dependent care credit 130
Child and dependent care credit amount $63,000
Number of returns with nonrefundable education credit 260
Nonrefundable education credit amount $265,000
Number of returns with retirement savings contribution credit 660
Retirement savings contribution credit amount $121,000
Number of returns with child tax credit 900
Child tax credit amount $877,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $15,000
Number of returns with self-employment tax 540
Self-employment tax amount $1,371,000
Number of returns with total tax payments 5,110
Total tax payments amount $20,495,000
Number of returns with earned income credit 850
Earned income credit amount [8] $1,660,000
Number of returns with excess earned income credit 640
Excess earned income credit (refundable) amount [9] $1,294,000
Number of returns with additional child tax credit 570
Additional child tax credit amount $767,000
Number of returns with refundable education credit 150
Refundable education credit amount $119,000
Number of returns with income tax 4,550
Income tax amount [10] $11,939,000
Number of returns with tax liability 4,760
Total tax liability amount [11] $13,617,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,050
Tax due at time of filing amount [12] $1,660,000
Number of returns with overpayments refunded 4,150
Overpayments refunded amount [13] $8,378,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $105,000

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

Number of returns 3,440
Number of single returns 1,440
Number of joint returns 1,650
Number of head of household returns 280
Number of returns with paid preparer's signature 1,650
Number of exemptions 6,890
Number of dependents 1,800
Total number of volunteer prepared returns [5] 80
Number of volunteer income tax assistance (VITA) prepared returns [3] 80
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] 390
Number of elderly returns [4] 1,060
Adjust gross income (AGI) [5] $211,940,000
Number of returns with total income 3,440
Salaries and wages amount $215,557,000
Number of returns with salaries and wages 2,860
Salaries and wages amount $157,388
Number of returns with taxable interest 1,160
Taxable interest amount $832
Number of returns with ordinary dividends 810
Ordinary dividends amount $2,843,000
Number of returns with qualified dividends 740
Qualified dividends amount [6] $1,822
Number of returns with state and local income tax refunds 720
State and local income tax refunds amount $450
Number of returns with business or professional net income (less loss) 620
Business or professional net income (less loss) amount $6,919,000
Number of returns with net capital gain (less loss) 750
Net capital gain (less loss) amount $3,402,000
Number of returns with taxable individual retirement arrangements distributions 530
Taxable individual retirement arrangements distributions amount $8,086,000
Number of returns with taxable pensions and annuities 840
Taxable pensions and annuities amount $19,393,000
Number of farm returns 30
Number of returns with unemployment compensation 100
Unemployment compensation amount [7] $561,000
Number of returns with taxable Social Security benefits 780
Taxable Social Security benefits amount $11,371,000
Number of returns with partnership/S-corp net income (less loss) 240
Partnership/S-corp net income (less loss) amount $2,589,000
Number of returns with total statutory adjustments 1,150
Total statutory adjustments amount $3,617,000
Number of returns with educator expenses 90
Educator expenses amount $22,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $291,000
Number of returns with self-employment health insurance deduction 140
Self-employment health insurance deduction amount $693,000
Number of returns with IRA payments 110
IRA payments amount $465,000
Number of returns with student loan interest deduction 540
Student loan interest deduction amount $629,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 60
Domestic production activities deduction amount $118,000
Number of returns with itemized deductions 1,360
Total itemized deductions amount $23,901,000
Amount of AGI for itemized returns $84,748,000
Number of returns with State and local income taxes 1,190
State and local income taxes amount $2,762,000
Number of returns with State and local general sales tax 150
State and local general sales tax amount $199,000
Number of returns with real estate taxes 1,180
Real estate taxes amount $2,104,000
Number of returns with taxes paid 1,360
Taxes paid amount $5,415,000
Number of returns with mortgage interest paid 1,090
Mortgage interest paid amount $8,418,000
Number of returns with contributions 1,040
Contributions amount $3,121,000
Number of returns with taxable income 3,420
Taxable income amount $139,072,000
Number of returns with income tax before credits 3,400
Income tax before credits amount $19,501,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,350
Total tax credits amount $1,709,000
Number of returns with foreign tax credit 280
Foreign tax credit amount $17,000
Number of returns with child and dependent care credit 130
Child and dependent care credit amount $65,000
Number of returns with nonrefundable education credit 200
Nonrefundable education credit amount $242,000
Number of returns with retirement savings contribution credit 250
Retirement savings contribution credit amount $42,000
Number of returns with child tax credit 790
Child tax credit amount $1,255,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $30,000
Number of returns with self-employment tax 440
Self-employment tax amount $1,284,000
Number of returns with total tax payments 3,380
Total tax payments amount $23,283,000
Number of returns with earned income credit 20
Earned income credit amount [8] $7,000
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 120
Additional child tax credit amount $163,000
Number of returns with refundable education credit 130
Refundable education credit amount $110,000
Number of returns with income tax 3,270
Income tax amount [10] $17,792,000
Number of returns with tax liability 3,330
Total tax liability amount [11] $19,345,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 970
Tax due at time of filing amount [12] $2,342,000
Number of returns with overpayments refunded 2,380
Overpayments refunded amount [13] $6,039,000
Number of returns with credit to next year’s estimated tax 90
Credited to next year’s estimated tax amount $194,000

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

Number of returns 2,290
Number of single returns 520
Number of joint returns 1,630
Number of head of household returns 110
Number of returns with paid preparer's signature 1,140
Number of exemptions 5,370
Number of dependents 1,450
Total number of volunteer prepared returns [5] 20
Number of volunteer income tax assistance (VITA) prepared returns [3] 20
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] 810
Adjust gross income (AGI) [5] $198,236,000
Number of returns with total income 2,290
Salaries and wages amount $201,467,000
Number of returns with salaries and wages 1,870
Salaries and wages amount $139,689
Number of returns with taxable interest 980
Taxable interest amount $1,125
Number of returns with ordinary dividends 680
Ordinary dividends amount $3,061,000
Number of returns with qualified dividends 630
Qualified dividends amount [6] $2,042
Number of returns with state and local income tax refunds 620
State and local income tax refunds amount $396
Number of returns with business or professional net income (less loss) 450
Business or professional net income (less loss) amount $6,207,000
Number of returns with net capital gain (less loss) 620
Net capital gain (less loss) amount $3,583,000
Number of returns with taxable individual retirement arrangements distributions 440
Taxable individual retirement arrangements distributions amount $9,143,000
Number of returns with taxable pensions and annuities 630
Taxable pensions and annuities amount $20,707,000
Number of farm returns 20
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $365,000
Number of returns with taxable Social Security benefits 560
Taxable Social Security benefits amount $10,603,000
Number of returns with partnership/S-corp net income (less loss) 250
Partnership/S-corp net income (less loss) amount $4,086,000
Number of returns with total statutory adjustments 840
Total statutory adjustments amount $3,231,000
Number of returns with educator expenses 70
Educator expenses amount $19,000
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 $736,000
Number of returns with IRA payments 70
IRA payments amount $351,000
Number of returns with student loan interest deduction 350
Student loan interest deduction amount $403,000
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 1,190
Total itemized deductions amount $23,448,000
Amount of AGI for itemized returns $103,808,000
Number of returns with State and local income taxes 1,080
State and local income taxes amount $3,436,000
Number of returns with State and local general sales tax 100
State and local general sales tax amount $165,000
Number of returns with real estate taxes 1,080
Real estate taxes amount $2,090,000
Number of returns with taxes paid 1,190
Taxes paid amount $6,096,000
Number of returns with mortgage interest paid 1,020
Mortgage interest paid amount $8,794,000
Number of returns with contributions 940
Contributions amount $3,232,000
Number of returns with taxable income 2,280
Taxable income amount $140,095,000
Number of returns with income tax before credits 2,270
Income tax before credits amount $20,426,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 930
Total tax credits amount $1,466,000
Number of returns with foreign tax credit 230
Foreign tax credit amount $24,000
Number of returns with child and dependent care credit 130
Child and dependent care credit amount $72,000
Number of returns with nonrefundable education credit 180
Nonrefundable education credit amount $218,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 600
Child tax credit amount $1,036,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $40,000
Number of returns with self-employment tax 340
Self-employment tax amount $1,227,000
Number of returns with total tax payments 2,250
Total tax payments amount $22,536,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 20
Additional child tax credit amount $37,000
Number of returns with refundable education credit 100
Refundable education credit amount $96,000
Number of returns with income tax 2,250
Income tax amount [10] $18,960,000
Number of returns with tax liability 2,260
Total tax liability amount [11] $20,399,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 750
Tax due at time of filing amount [12] $2,341,000
Number of returns with overpayments refunded 1,470
Overpayments refunded amount [13] $4,271,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $170,000

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

Number of returns 3,050
Number of single returns 360
Number of joint returns 2,600
Number of head of household returns 90
Number of returns with paid preparer's signature 1,690
Number of exemptions 7,820
Number of dependents 2,170
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] 1,130
Adjust gross income (AGI) [5] $410,457,000
Number of returns with total income 3,050
Salaries and wages amount $416,740,000
Number of returns with salaries and wages 2,540
Salaries and wages amount $277,863
Number of returns with taxable interest 1,660
Taxable interest amount $2,469
Number of returns with ordinary dividends 1,250
Ordinary dividends amount $7,211,000
Number of returns with qualified dividends 1,190
Qualified dividends amount [6] $5,222
Number of returns with state and local income tax refunds 1,210
State and local income tax refunds amount $1,036
Number of returns with business or professional net income (less loss) 660
Business or professional net income (less loss) amount $12,408,000
Number of returns with net capital gain (less loss) 1,260
Net capital gain (less loss) amount $17,986,000
Number of returns with taxable individual retirement arrangements distributions 710
Taxable individual retirement arrangements distributions amount $20,088,000
Number of returns with taxable pensions and annuities 940
Taxable pensions and annuities amount $38,487,000
Number of farm returns 60
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $519,000
Number of returns with taxable Social Security benefits 750
Taxable Social Security benefits amount $16,264,000
Number of returns with partnership/S-corp net income (less loss) 510
Partnership/S-corp net income (less loss) amount $15,898,000
Number of returns with total statutory adjustments 1,200
Total statutory adjustments amount $6,283,000
Number of returns with educator expenses 140
Educator expenses amount $37,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $701,000
Number of returns with self-employment health insurance deduction 200
Self-employment health insurance deduction amount $1,614,000
Number of returns with IRA payments 120
IRA payments amount $705,000
Number of returns with student loan interest deduction 390
Student loan interest deduction amount $443,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $95,000
Returns with domestic production activities deduction 50
Domestic production activities deduction amount $196,000
Number of returns with itemized deductions 2,240
Total itemized deductions amount $53,157,000
Amount of AGI for itemized returns $306,723,000
Number of returns with State and local income taxes 2,110
State and local income taxes amount $11,038,000
Number of returns with State and local general sales tax 120
State and local general sales tax amount $270,000
Number of returns with real estate taxes 2,110
Real estate taxes amount $5,066,000
Number of returns with taxes paid 2,240
Taxes paid amount $17,448,000
Number of returns with mortgage interest paid 1,940
Mortgage interest paid amount $18,636,000
Number of returns with contributions 1,900
Contributions amount $8,869,000
Number of returns with taxable income 3,050
Taxable income amount $315,401,000
Number of returns with income tax before credits 3,050
Income tax before credits amount $53,026,000
Number of returns with alternative minimum tax 40
Alternative minimum tax amount $77,000
Number of returns with total tax credits 1,220
Total tax credits amount $1,484,000
Number of returns with foreign tax credit 490
Foreign tax credit amount $92,000
Number of returns with child and dependent care credit 170
Child and dependent care credit amount $104,000
Number of returns with nonrefundable education credit 220
Nonrefundable education credit amount $290,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 520
Child tax credit amount $731,000
Number of returns with residential energy tax credit 80
Residential energy tax credit amount $57,000
Number of returns with self-employment tax 480
Self-employment tax amount $2,136,000
Number of returns with total tax payments 3,010
Total tax payments amount $54,144,000
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 190
Refundable education credit amount $176,000
Number of returns with income tax 3,040
Income tax amount [10] $51,542,000
Number of returns with tax liability 3,040
Total tax liability amount [11] $54,116,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,310
Tax due at time of filing amount [12] $6,700,000
Number of returns with overpayments refunded 1,610
Overpayments refunded amount [13] $5,971,000
Number of returns with credit to next year’s estimated tax 160
Credited to next year’s estimated tax amount $687,000

Adjusted Gross Income: $200,000 or more

Number of returns 850
Number of single returns 100
Number of joint returns 740
Number of head of household returns 0
Number of returns with paid preparer's signature 610
Number of exemptions 2,160
Number of dependents 580
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] 370
Adjust gross income (AGI) [5] $354,280,000
Number of returns with total income 850
Salaries and wages amount $362,309,000
Number of returns with salaries and wages 700
Salaries and wages amount $147,163
Number of returns with taxable interest 690
Taxable interest amount $5,026
Number of returns with ordinary dividends 560
Ordinary dividends amount $14,514,000
Number of returns with qualified dividends 540
Qualified dividends amount [6] $11,376
Number of returns with state and local income tax refunds 410
State and local income tax refunds amount $1,087
Number of returns with business or professional net income (less loss) 200
Business or professional net income (less loss) amount $4,463,000
Number of returns with net capital gain (less loss) 600
Net capital gain (less loss) amount $71,879,000
Number of returns with taxable individual retirement arrangements distributions 200
Taxable individual retirement arrangements distributions amount $8,195,000
Number of returns with taxable pensions and annuities 240
Taxable pensions and annuities amount $14,186,000
Number of farm returns 30
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 230
Taxable Social Security benefits amount $5,365,000
Number of returns with partnership/S-corp net income (less loss) 360
Partnership/S-corp net income (less loss) amount $71,154,000
Number of returns with total statutory adjustments 340
Total statutory adjustments amount $8,029,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $980,000
Number of returns with self-employment health insurance deduction 140
Self-employment health insurance deduction amount $1,574,000
Number of returns with IRA payments 30
IRA payments amount $256,000
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 90
Domestic production activities deduction amount $3,186,000
Number of returns with itemized deductions 780
Total itemized deductions amount $37,585,000
Amount of AGI for itemized returns $332,103,000
Number of returns with State and local income taxes 760
State and local income taxes amount $14,129,000
Number of returns with State and local general sales tax 20
State and local general sales tax amount $57,000
Number of returns with real estate taxes 740
Real estate taxes amount $2,957,000
Number of returns with taxes paid 780
Taxes paid amount $17,685,000
Number of returns with mortgage interest paid 590
Mortgage interest paid amount $6,763,000
Number of returns with contributions 730
Contributions amount $11,741,000
Number of returns with taxable income 850
Taxable income amount $309,384,000
Number of returns with income tax before credits 850
Income tax before credits amount $77,333,000
Number of returns with alternative minimum tax 330
Alternative minimum tax amount $1,591,000
Number of returns with total tax credits 320
Total tax credits amount $429,000
Number of returns with foreign tax credit 260
Foreign tax credit amount $175,000
Number of returns with child and dependent care credit 20
Child and dependent care credit amount $11,000
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 170
Self-employment tax amount $1,267,000
Number of returns with total tax payments 840
Total tax payments amount $74,021,000
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 850
Income tax amount [10] $76,904,000
Number of returns with tax liability 850
Total tax liability amount [11] $80,741,000
Number of returns with net investment income tax 480
Net investment income tax $1,998,000
Number of returns with tax due at time of filing 470
Tax due at time of filing amount [12] $15,546,000
Number of returns with overpayments refunded 280
Overpayments refunded amount [13] $3,084,000
Number of returns with credit to next year’s estimated tax 150
Credited to next year’s estimated tax amount $5,638,000

[1] The use of prior-year returns as a proxy for returns that are filed beyond the current processing year is consistent with SOI’s national, state, county, and ZIP code tabulations. A description of SOI’s sample, which is used as an input for the geographic data, and the use of prior-year returns, can be found at https://www.irs.gov/statistics/soi-tax-stats-individual-income-tax-returns-publication-1304-complete-report#_sec2.

[2] For complete individual income tax tabulations at the State level, see the historic table posted to Tax Stats at http://www.irs.gov/uac/SOI-Tax-Stats---Historic-Table-2.

[3] The "Number of volunteer prepared returns" shows counts of returns prepared by IRS-certified volunteers for taxpayers with limited income, persons with disabilities, limited English speaking taxpayers, current and former members of the military, and taxpayers who are 60 years of age and older.

[4] Includes primary taxpayers 60 years of age and older.

[5] Does not include returns with adjusted gross deficit.

[6] “Qualified dividends” are ordinary dividends received in tax years beginning after 2002 that meet certain conditions and receive preferential tax rates.

[7] Includes the Alaskan permanent fund, reported by residents of Alaska on Forms 1040A and 1040EZ's. 
This fund only applies to statistics in the totals, and the state of Alaska.

[8] Earned income credit includes both the refundable and non-refundable portions. The non-refundable portion could reduce income tax and certain related taxes to zero. The earned income credit amounts in excess of total tax liability, or amounts when there was no tax liability at all, were refundable. See footnote 9 below for explanation of the refundable portion of the earned income credit.

[9] The refundable portion of the earned income credit equals total income tax minus the earned income credit. If the result is negative, this amount is considered the refundable portion. No other refundable credits were taken into account for this calculation.

[10] Income tax reflects the amount reported on Form 1040 line 56. It also includes data from Form 1040A and 1040EZ filers.

[11] “Total tax liability” differs from “Income tax”, in that “Total tax liability” includes the taxes from recapture of certain prior-year credits, tax applicable to individual retirement arrangements (IRA's), social security taxes on self-employment income and on certain tip income, advanced earned income payments, household employment taxes, and certain other taxes listed in the Form 1040 instructions.

[12] Reflects payments to or withholdings made to "Total tax liability". This is the amount the tax filer owes when the income tax return is filed.

[13] The amount of overpayments the tax filer requested to have refunded.