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ZIP Code Database - Facts & Stats

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ZIP Code 84043 Income Tax Stats

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

ZIP Code 84043 Data

Zip Code:84043
City:Lehi
State:UT [Utah]
Counties: UTAH, UT
City Alias(es):Lehi
Area Code:801 / 385
Time Zone: Mountain (GMT -07:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


84043 Income Tax Overview

Total Number of Tax Returns for ZIP Code 84043 [1] 24,560
Total Number of Single Tax Returns for ZIP Code 84043 12,900
Total Number of Joint Tax Returns for ZIP Code 84043 14,080
Total Number of Dependents for ZIP Code 84043 30,730
Total Adjusted Gross Income for ZIP Code 84043 $2,206,217,000
Average Income per Person for ZIP Code 84043 $44,997
Average Income per Household for ZIP Code 84043 $89,830

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 5,230
Number of joint returns 770
Number of head of household returns 460
Number of returns with paid preparer's signature 2,390
Number of exemptions 6,670
Number of dependents 1,780
Total number of volunteer prepared returns [5] 90
Number of volunteer income tax assistance (VITA) prepared returns [3] 60
Number of tax counseling for the elderly (TCE) prepared returns [3] 30
Number of volunteer prepared returns with Earned Income Credit 30
Number of refund anticipation check returns [3] 660
Number of elderly returns [4] 660
Adjust gross income (AGI) [5] $74,320,000
Number of returns with total income 6,580
Salaries and wages amount $75,509,000
Number of returns with salaries and wages 5,660
Salaries and wages amount $62,965
Number of returns with taxable interest 770
Taxable interest amount $417
Number of returns with ordinary dividends 320
Ordinary dividends amount $469,000
Number of returns with qualified dividends 280
Qualified dividends amount [6] $277
Number of returns with state and local income tax refunds 80
State and local income tax refunds amount $56
Number of returns with business or professional net income (less loss) 850
Business or professional net income (less loss) amount $4,594,000
Number of returns with net capital gain (less loss) 320
Net capital gain (less loss) amount $211,000
Number of returns with taxable individual retirement arrangements distributions 190
Taxable individual retirement arrangements distributions amount $1,262,000
Number of returns with taxable pensions and annuities 490
Taxable pensions and annuities amount $4,222,000
Number of farm returns 30
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $198,000
Number of returns with taxable Social Security benefits 190
Taxable Social Security benefits amount $397,000
Number of returns with partnership/S-corp net income (less loss) 240
Partnership/S-corp net income (less loss) amount $434,000
Number of returns with total statutory adjustments 960
Total statutory adjustments amount $1,189,000
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 80
Self-employment health insurance deduction amount $161,000
Number of returns with IRA payments 20
IRA payments amount $83,000
Number of returns with student loan interest deduction 210
Student loan interest deduction amount $146,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $164,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 370
Total itemized deductions amount $5,617,000
Amount of AGI for itemized returns $5,496,000
Number of returns with State and local income taxes 180
State and local income taxes amount $268,000
Number of returns with State and local general sales tax 140
State and local general sales tax amount $83,000
Number of returns with real estate taxes 250
Real estate taxes amount $480,000
Number of returns with taxes paid 350
Taxes paid amount $930,000
Number of returns with mortgage interest paid 200
Mortgage interest paid amount $1,592,000
Number of returns with contributions 280
Contributions amount $1,014,000
Number of returns with taxable income 3,080
Taxable income amount $18,608,000
Number of returns with income tax before credits 3,090
Income tax before credits amount $2,009,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 750
Total tax credits amount $283,000
Number of returns with foreign tax credit 20
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 370
Nonrefundable education credit amount $194,000
Number of returns with retirement savings contribution credit 260
Retirement savings contribution credit amount $34,000
Number of returns with child tax credit 110
Child tax credit amount $41,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 650
Self-employment tax amount $808,000
Number of returns with total tax payments 5,970
Total tax payments amount $9,701,000
Number of returns with earned income credit 1,290
Earned income credit amount [8] $3,232,000
Number of returns with excess earned income credit 1,140
Excess earned income credit (refundable) amount [9] $2,779,000
Number of returns with additional child tax credit 740
Additional child tax credit amount $995,000
Number of returns with refundable education credit 490
Refundable education credit amount $415,000
Number of returns with income tax 2,650
Income tax amount [10] $1,726,000
Number of returns with tax liability 3,240
Total tax liability amount [11] $2,624,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 670
Tax due at time of filing amount [12] $461,000
Number of returns with overpayments refunded 5,530
Overpayments refunded amount [13] $7,430,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $92,000

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

Number of returns 4,190
Number of single returns 1,900
Number of joint returns 1,650
Number of head of household returns 510
Number of returns with paid preparer's signature 1,810
Number of exemptions 9,300
Number of dependents 3,500
Total number of volunteer prepared returns [5] 70
Number of volunteer income tax assistance (VITA) prepared returns [3] 50
Number of tax counseling for the elderly (TCE) prepared returns [3] 30
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 630
Number of elderly returns [4] 570
Adjust gross income (AGI) [5] $153,748,000
Number of returns with total income 4,190
Salaries and wages amount $156,119,000
Number of returns with salaries and wages 3,700
Salaries and wages amount $129,638
Number of returns with taxable interest 810
Taxable interest amount $485
Number of returns with ordinary dividends 310
Ordinary dividends amount $554,000
Number of returns with qualified dividends 280
Qualified dividends amount [6] $310
Number of returns with state and local income tax refunds 390
State and local income tax refunds amount $252
Number of returns with business or professional net income (less loss) 710
Business or professional net income (less loss) amount $6,382,000
Number of returns with net capital gain (less loss) 330
Net capital gain (less loss) amount $1,696,000
Number of returns with taxable individual retirement arrangements distributions 210
Taxable individual retirement arrangements distributions amount $2,150,000
Number of returns with taxable pensions and annuities 500
Taxable pensions and annuities amount $8,240,000
Number of farm returns 0
Number of returns with unemployment compensation 130
Unemployment compensation amount [7] $703,000
Number of returns with taxable Social Security benefits 450
Taxable Social Security benefits amount $3,094,000
Number of returns with partnership/S-corp net income (less loss) 290
Partnership/S-corp net income (less loss) amount $2,088,000
Number of returns with total statutory adjustments 1,230
Total statutory adjustments amount $2,371,000
Number of returns with educator expenses 100
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 120
Self-employment health insurance deduction amount $485,000
Number of returns with IRA payments 60
IRA payments amount $165,000
Number of returns with student loan interest deduction 510
Student loan interest deduction amount $431,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $98,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,010
Total itemized deductions amount $17,407,000
Amount of AGI for itemized returns $40,144,000
Number of returns with State and local income taxes 770
State and local income taxes amount $1,516,000
Number of returns with State and local general sales tax 190
State and local general sales tax amount $190,000
Number of returns with real estate taxes 820
Real estate taxes amount $1,633,000
Number of returns with taxes paid 1,010
Taxes paid amount $3,454,000
Number of returns with mortgage interest paid 730
Mortgage interest paid amount $5,523,000
Number of returns with contributions 820
Contributions amount $4,350,000
Number of returns with taxable income 3,860
Taxable income amount $71,997,000
Number of returns with income tax before credits 3,860
Income tax before credits amount $8,897,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,850
Total tax credits amount $1,630,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 120
Child and dependent care credit amount $58,000
Number of returns with nonrefundable education credit 520
Nonrefundable education credit amount $526,000
Number of returns with retirement savings contribution credit 630
Retirement savings contribution credit amount $112,000
Number of returns with child tax credit 1,010
Child tax credit amount $918,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 530
Self-employment tax amount $1,287,000
Number of returns with total tax payments 4,070
Total tax payments amount $17,135,000
Number of returns with earned income credit 1,160
Earned income credit amount [8] $2,737,000
Number of returns with excess earned income credit 950
Excess earned income credit (refundable) amount [9] $2,151,000
Number of returns with additional child tax credit 1,020
Additional child tax credit amount $1,830,000
Number of returns with refundable education credit 380
Refundable education credit amount $327,000
Number of returns with income tax 2,990
Income tax amount [10] $7,267,000
Number of returns with tax liability 3,380
Total tax liability amount [11] $8,765,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 740
Tax due at time of filing amount [12] $1,160,000
Number of returns with overpayments refunded 3,410
Overpayments refunded amount [13] $9,416,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $57,000

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

Number of returns 3,650
Number of single returns 840
Number of joint returns 2,480
Number of head of household returns 260
Number of returns with paid preparer's signature 1,720
Number of exemptions 11,110
Number of dependents 4,990
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] 540
Adjust gross income (AGI) [5] $227,961,000
Number of returns with total income 3,650
Salaries and wages amount $231,095,000
Number of returns with salaries and wages 3,310
Salaries and wages amount $192,145
Number of returns with taxable interest 1,040
Taxable interest amount $549
Number of returns with ordinary dividends 400
Ordinary dividends amount $773,000
Number of returns with qualified dividends 360
Qualified dividends amount [6] $374
Number of returns with state and local income tax refunds 1,000
State and local income tax refunds amount $742
Number of returns with business or professional net income (less loss) 830
Business or professional net income (less loss) amount $5,991,000
Number of returns with net capital gain (less loss) 460
Net capital gain (less loss) amount $1,176,000
Number of returns with taxable individual retirement arrangements distributions 220
Taxable individual retirement arrangements distributions amount $2,966,000
Number of returns with taxable pensions and annuities 480
Taxable pensions and annuities amount $11,659,000
Number of farm returns 30
Number of returns with unemployment compensation 130
Unemployment compensation amount [7] $652,000
Number of returns with taxable Social Security benefits 380
Taxable Social Security benefits amount $5,884,000
Number of returns with partnership/S-corp net income (less loss) 410
Partnership/S-corp net income (less loss) amount $7,862,000
Number of returns with total statutory adjustments 1,430
Total statutory adjustments amount $3,134,000
Number of returns with educator expenses 120
Educator expenses amount $27,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 120
Self-employment health insurance deduction amount $655,000
Number of returns with IRA payments 80
IRA payments amount $354,000
Number of returns with student loan interest deduction 620
Student loan interest deduction amount $572,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $101,000
Returns with domestic production activities deduction 40
Domestic production activities deduction amount $110,000
Number of returns with itemized deductions 2,120
Total itemized deductions amount $40,619,000
Amount of AGI for itemized returns $134,386,000
Number of returns with State and local income taxes 1,930
State and local income taxes amount $5,453,000
Number of returns with State and local general sales tax 140
State and local general sales tax amount $209,000
Number of returns with real estate taxes 1,870
Real estate taxes amount $3,210,000
Number of returns with taxes paid 2,110
Taxes paid amount $9,147,000
Number of returns with mortgage interest paid 1,790
Mortgage interest paid amount $14,110,000
Number of returns with contributions 1,860
Contributions amount $11,602,000
Number of returns with taxable income 3,610
Taxable income amount $125,607,000
Number of returns with income tax before credits 3,600
Income tax before credits amount $16,890,000
Number of returns with alternative minimum tax 30
Alternative minimum tax amount $82,000
Number of returns with total tax credits 2,220
Total tax credits amount $4,019,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $32,000
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $60,000
Number of returns with nonrefundable education credit 440
Nonrefundable education credit amount $535,000
Number of returns with retirement savings contribution credit 430
Retirement savings contribution credit amount $66,000
Number of returns with child tax credit 1,780
Child tax credit amount $3,188,000
Number of returns with residential energy tax credit 90
Residential energy tax credit amount $101,000
Number of returns with self-employment tax 600
Self-employment tax amount $1,268,000
Number of returns with total tax payments 3,560
Total tax payments amount $20,735,000
Number of returns with earned income credit 100
Earned income credit amount [8] $35,000
Number of returns with excess earned income credit 70
Excess earned income credit (refundable) amount [9] $23,000
Number of returns with additional child tax credit 660
Additional child tax credit amount $1,127,000
Number of returns with refundable education credit 270
Refundable education credit amount $247,000
Number of returns with income tax 2,950
Income tax amount [10] $12,871,000
Number of returns with tax liability 3,190
Total tax liability amount [11] $14,433,000
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] $2,012,000
Number of returns with overpayments refunded 2,780
Overpayments refunded amount [13] $8,129,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $148,000

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

Number of returns 3,300
Number of single returns 340
Number of joint returns 2,820
Number of head of household returns 110
Number of returns with paid preparer's signature 1,560
Number of exemptions 12,130
Number of dependents 6,010
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] 260
Number of elderly returns [4] 430
Adjust gross income (AGI) [5] $287,194,000
Number of returns with total income 3,300
Salaries and wages amount $290,607,000
Number of returns with salaries and wages 3,080
Salaries and wages amount $248,724
Number of returns with taxable interest 1,210
Taxable interest amount $598
Number of returns with ordinary dividends 490
Ordinary dividends amount $954,000
Number of returns with qualified dividends 440
Qualified dividends amount [6] $611
Number of returns with state and local income tax refunds 1,330
State and local income tax refunds amount $1,025
Number of returns with business or professional net income (less loss) 820
Business or professional net income (less loss) amount $5,623,000
Number of returns with net capital gain (less loss) 570
Net capital gain (less loss) amount $2,661,000
Number of returns with taxable individual retirement arrangements distributions 210
Taxable individual retirement arrangements distributions amount $3,563,000
Number of returns with taxable pensions and annuities 460
Taxable pensions and annuities amount $12,725,000
Number of farm returns 0
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $418,000
Number of returns with taxable Social Security benefits 320
Taxable Social Security benefits amount $6,334,000
Number of returns with partnership/S-corp net income (less loss) 410
Partnership/S-corp net income (less loss) amount $7,287,000
Number of returns with total statutory adjustments 1,370
Total statutory adjustments amount $3,413,000
Number of returns with educator expenses 120
Educator expenses amount $30,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 100
Self-employment health insurance deduction amount $612,000
Number of returns with IRA payments 100
IRA payments amount $457,000
Number of returns with student loan interest deduction 570
Student loan interest deduction amount $654,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 20
Domestic production activities deduction amount $104,000
Number of returns with itemized deductions 2,530
Total itemized deductions amount $56,786,000
Amount of AGI for itemized returns $221,046,000
Number of returns with State and local income taxes 2,390
State and local income taxes amount $9,344,000
Number of returns with State and local general sales tax 100
State and local general sales tax amount $198,000
Number of returns with real estate taxes 2,320
Real estate taxes amount $4,243,000
Number of returns with taxes paid 2,530
Taxes paid amount $14,209,000
Number of returns with mortgage interest paid 2,200
Mortgage interest paid amount $18,355,000
Number of returns with contributions 2,330
Contributions amount $18,421,000
Number of returns with taxable income 3,290
Taxable income amount $172,487,000
Number of returns with income tax before credits 3,280
Income tax before credits amount $24,108,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 2,270
Total tax credits amount $5,684,000
Number of returns with foreign tax credit 120
Foreign tax credit amount $22,000
Number of returns with child and dependent care credit 170
Child and dependent care credit amount $99,000
Number of returns with nonrefundable education credit 390
Nonrefundable education credit amount $474,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 1,990
Child tax credit amount $4,807,000
Number of returns with residential energy tax credit 80
Residential energy tax credit amount $179,000
Number of returns with self-employment tax 590
Self-employment tax amount $1,121,000
Number of returns with total tax payments 3,240
Total tax payments amount $26,666,000
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 220
Additional child tax credit amount $390,000
Number of returns with refundable education credit 240
Refundable education credit amount $217,000
Number of returns with income tax 3,050
Income tax amount [10] $18,424,000
Number of returns with tax liability 3,130
Total tax liability amount [11] $19,800,000
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] $2,145,000
Number of returns with overpayments refunded 2,510
Overpayments refunded amount [13] $8,857,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $99,000

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

Number of returns 5,540
Number of single returns 290
Number of joint returns 5,130
Number of head of household returns 110
Number of returns with paid preparer's signature 2,780
Number of exemptions 22,120
Number of dependents 11,440
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] 620
Adjust gross income (AGI) [5] $742,062,000
Number of returns with total income 5,540
Salaries and wages amount $750,911,000
Number of returns with salaries and wages 5,300
Salaries and wages amount $638,030
Number of returns with taxable interest 2,620
Taxable interest amount $2,024
Number of returns with ordinary dividends 1,190
Ordinary dividends amount $2,624,000
Number of returns with qualified dividends 1,100
Qualified dividends amount [6] $1,880
Number of returns with state and local income tax refunds 2,550
State and local income tax refunds amount $2,119
Number of returns with business or professional net income (less loss) 1,350
Business or professional net income (less loss) amount $11,284,000
Number of returns with net capital gain (less loss) 1,510
Net capital gain (less loss) amount $12,386,000
Number of returns with taxable individual retirement arrangements distributions 350
Taxable individual retirement arrangements distributions amount $7,923,000
Number of returns with taxable pensions and annuities 690
Taxable pensions and annuities amount $22,486,000
Number of farm returns 30
Number of returns with unemployment compensation 110
Unemployment compensation amount [7] $489,000
Number of returns with taxable Social Security benefits 380
Taxable Social Security benefits amount $9,143,000
Number of returns with partnership/S-corp net income (less loss) 1,020
Partnership/S-corp net income (less loss) amount $40,464,000
Number of returns with total statutory adjustments 2,480
Total statutory adjustments amount $8,849,000
Number of returns with educator expenses 260
Educator expenses amount $66,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $364,000
Number of returns with self-employment health insurance deduction 230
Self-employment health insurance deduction amount $2,047,000
Number of returns with IRA payments 210
IRA payments amount $1,106,000
Number of returns with student loan interest deduction 890
Student loan interest deduction amount $990,000
Number of returns with tuition and fees deduction 130
Tuition and fees deduction amount $217,000
Returns with domestic production activities deduction 90
Domestic production activities deduction amount $514,000
Number of returns with itemized deductions 5,100
Total itemized deductions amount $147,625,000
Amount of AGI for itemized returns $687,002,000
Number of returns with State and local income taxes 4,920
State and local income taxes amount $31,094,000
Number of returns with State and local general sales tax 120
State and local general sales tax amount $292,000
Number of returns with real estate taxes 4,740
Real estate taxes amount $10,038,000
Number of returns with taxes paid 5,090
Taxes paid amount $42,304,000
Number of returns with mortgage interest paid 4,540
Mortgage interest paid amount $42,972,000
Number of returns with contributions 4,780
Contributions amount $53,738,000
Number of returns with taxable income 5,540
Taxable income amount $499,919,000
Number of returns with income tax before credits 5,530
Income tax before credits amount $80,955,000
Number of returns with alternative minimum tax 70
Alternative minimum tax amount $176,000
Number of returns with total tax credits 3,440
Total tax credits amount $7,317,000
Number of returns with foreign tax credit 320
Foreign tax credit amount $134,000
Number of returns with child and dependent care credit 310
Child and dependent care credit amount $178,000
Number of returns with nonrefundable education credit 560
Nonrefundable education credit amount $696,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 2,810
Child tax credit amount $5,649,000
Number of returns with residential energy tax credit 130
Residential energy tax credit amount $371,000
Number of returns with self-employment tax 960
Self-employment tax amount $2,423,000
Number of returns with total tax payments 5,470
Total tax payments amount $84,346,000
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 $112,000
Number of returns with refundable education credit 440
Refundable education credit amount $400,000
Number of returns with income tax 5,470
Income tax amount [10] $73,638,000
Number of returns with tax liability 5,490
Total tax liability amount [11] $76,581,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,820
Tax due at time of filing amount [12] $9,298,000
Number of returns with overpayments refunded 3,630
Overpayments refunded amount [13] $16,278,000
Number of returns with credit to next year’s estimated tax 100
Credited to next year’s estimated tax amount $618,000

Adjusted Gross Income: $200,000 or more

Number of returns 1,300
Number of single returns 50
Number of joint returns 1,230
Number of head of household returns 0
Number of returns with paid preparer's signature 890
Number of exemptions 5,530
Number of dependents 3,010
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] 20
Number of elderly returns [4] 140
Adjust gross income (AGI) [5] $720,932,000
Number of returns with total income 1,300
Salaries and wages amount $732,588,000
Number of returns with salaries and wages 1,220
Salaries and wages amount $334,313
Number of returns with taxable interest 950
Taxable interest amount $8,838
Number of returns with ordinary dividends 550
Ordinary dividends amount $6,723,000
Number of returns with qualified dividends 500
Qualified dividends amount [6] $5,071
Number of returns with state and local income tax refunds 430
State and local income tax refunds amount $4,530
Number of returns with business or professional net income (less loss) 290
Business or professional net income (less loss) amount $1,475,000
Number of returns with net capital gain (less loss) 710
Net capital gain (less loss) amount $69,224,000
Number of returns with taxable individual retirement arrangements distributions 100
Taxable individual retirement arrangements distributions amount $2,346,000
Number of returns with taxable pensions and annuities 130
Taxable pensions and annuities amount $5,699,000
Number of farm returns 20
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 70
Taxable Social Security benefits amount $1,625,000
Number of returns with partnership/S-corp net income (less loss) 550
Partnership/S-corp net income (less loss) amount $153,249,000
Number of returns with total statutory adjustments 520
Total statutory adjustments amount $11,656,000
Number of returns with educator expenses 30
Educator expenses amount $7,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $820,000
Number of returns with self-employment health insurance deduction 160
Self-employment health insurance deduction amount $1,858,000
Number of returns with IRA payments 40
IRA payments amount $429,000
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 $5,341,000
Number of returns with itemized deductions 1,270
Total itemized deductions amount $134,958,000
Amount of AGI for itemized returns $708,233,000
Number of returns with State and local income taxes 1,220
State and local income taxes amount $75,161,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $103,000
Number of returns with real estate taxes 1,180
Real estate taxes amount $4,187,000
Number of returns with taxes paid 1,270
Taxes paid amount $83,443,000
Number of returns with mortgage interest paid 1,050
Mortgage interest paid amount $11,890,000
Number of returns with contributions 1,210
Contributions amount $36,592,000
Number of returns with taxable income 1,300
Taxable income amount $612,684,000
Number of returns with income tax before credits 1,300
Income tax before credits amount $259,713,000
Number of returns with alternative minimum tax 620
Alternative minimum tax amount $4,229,000
Number of returns with total tax credits 360
Total tax credits amount $1,958,000
Number of returns with foreign tax credit 200
Foreign tax credit amount $539,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $37,000
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 40
Residential energy tax credit amount $244,000
Number of returns with self-employment tax 250
Self-employment tax amount $1,488,000
Number of returns with total tax payments 1,290
Total tax payments amount $334,550,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 0
Refundable education credit amount $0
Number of returns with income tax 1,300
Income tax amount [10] $257,756,000
Number of returns with tax liability 1,300
Total tax liability amount [11] $263,941,000
Number of returns with net investment income tax 590
Net investment income tax $3,369,000
Number of returns with tax due at time of filing 650
Tax due at time of filing amount [12] $20,408,000
Number of returns with overpayments refunded 540
Overpayments refunded amount [13] $7,492,000
Number of returns with credit to next year’s estimated tax 120
Credited to next year’s estimated tax amount $12,388,000

[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.