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ZIP Code Database - Facts & Stats

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ZIP Code 85234 Income Tax Stats

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

ZIP Code 85234 Data

Zip Code:85234
City:Gilbert
State:AZ [Arizona]
Counties: MARICOPA, AZ
City Alias(es):Gilbert
Area Code:480
Time Zone: Mountain (GMT -07:00)
Observes Day Light Savings:No
Classification: [Non-Unique]


85234 Income Tax Overview

Total Number of Tax Returns for ZIP Code 85234 [1] 22,250
Total Number of Single Tax Returns for ZIP Code 85234 8,680
Total Number of Joint Tax Returns for ZIP Code 85234 9,850
Total Number of Dependents for ZIP Code 85234 16,810
Total Adjusted Gross Income for ZIP Code 85234 $1,828,113,000
Average Income per Person for ZIP Code 85234 $36,552
Average Income per Household for ZIP Code 85234 $82,162

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


Adjusted Gross Income: 1 under $25,000

Number of returns 6,310
Number of single returns 4,870
Number of joint returns 660
Number of head of household returns 680
Number of returns with paid preparer's signature 2,430
Number of exemptions 6,890
Number of dependents 1,740
Total number of volunteer prepared returns [5] 110
Number of volunteer income tax assistance (VITA) prepared returns [3] 50
Number of tax counseling for the elderly (TCE) prepared returns [3] 60
Number of volunteer prepared returns with Earned Income Credit 20
Number of refund anticipation check returns [3] 760
Number of elderly returns [4] 1,060
Adjust gross income (AGI) [5] $77,356,000
Number of returns with total income 6,310
Salaries and wages amount $78,732,000
Number of returns with salaries and wages 4,990
Salaries and wages amount $61,289
Number of returns with taxable interest 900
Taxable interest amount $578
Number of returns with ordinary dividends 570
Ordinary dividends amount $1,163,000
Number of returns with qualified dividends 530
Qualified dividends amount [6] $723
Number of returns with state and local income tax refunds 110
State and local income tax refunds amount $64
Number of returns with business or professional net income (less loss) 1,040
Business or professional net income (less loss) amount $5,546,000
Number of returns with net capital gain (less loss) 550
Net capital gain (less loss) amount $587,000
Number of returns with taxable individual retirement arrangements distributions 350
Taxable individual retirement arrangements distributions amount $2,435,000
Number of returns with taxable pensions and annuities 680
Taxable pensions and annuities amount $6,052,000
Number of farm returns 20
Number of returns with unemployment compensation 100
Unemployment compensation amount [7] $370,000
Number of returns with taxable Social Security benefits 270
Taxable Social Security benefits amount $519,000
Number of returns with partnership/S-corp net income (less loss) 160
Partnership/S-corp net income (less loss) amount $214,000
Number of returns with total statutory adjustments 1,230
Total statutory adjustments amount $1,376,000
Number of returns with educator expenses 30
Educator expenses amount $6,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $209,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 290
Student loan interest deduction amount $230,000
Number of returns with tuition and fees deduction 80
Tuition and fees deduction amount $191,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 510
Total itemized deductions amount $8,299,000
Amount of AGI for itemized returns $7,360,000
Number of returns with State and local income taxes 150
State and local income taxes amount $155,000
Number of returns with State and local general sales tax 300
State and local general sales tax amount $239,000
Number of returns with real estate taxes 380
Real estate taxes amount $804,000
Number of returns with taxes paid 500
Taxes paid amount $1,335,000
Number of returns with mortgage interest paid 300
Mortgage interest paid amount $2,370,000
Number of returns with contributions 390
Contributions amount $830,000
Number of returns with taxable income 3,150
Taxable income amount $19,757,000
Number of returns with income tax before credits 3,100
Income tax before credits amount $2,102,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 770
Total tax credits amount $292,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $14,000
Number of returns with nonrefundable education credit 330
Nonrefundable education credit amount $187,000
Number of returns with retirement savings contribution credit 250
Retirement savings contribution credit amount $41,000
Number of returns with child tax credit 120
Child tax credit amount $46,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 840
Self-employment tax amount $1,079,000
Number of returns with total tax payments 5,570
Total tax payments amount $10,213,000
Number of returns with earned income credit 1,510
Earned income credit amount [8] $3,519,000
Number of returns with excess earned income credit 1,270
Excess earned income credit (refundable) amount [9] $2,923,000
Number of returns with additional child tax credit 790
Additional child tax credit amount $960,000
Number of returns with refundable education credit 380
Refundable education credit amount $298,000
Number of returns with income tax 2,650
Income tax amount [10] $1,810,000
Number of returns with tax liability 3,380
Total tax liability amount [11] $3,011,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 800
Tax due at time of filing amount [12] $591,000
Number of returns with overpayments refunded 5,020
Overpayments refunded amount [13] $7,674,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $82,000

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

Number of returns 4,720
Number of single returns 2,570
Number of joint returns 1,130
Number of head of household returns 910
Number of returns with paid preparer's signature 1,920
Number of exemptions 8,590
Number of dependents 2,810
Total number of volunteer prepared returns [5] 90
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] 780
Number of elderly returns [4] 860
Adjust gross income (AGI) [5] $173,669,000
Number of returns with total income 4,720
Salaries and wages amount $176,483,000
Number of returns with salaries and wages 4,060
Salaries and wages amount $142,110
Number of returns with taxable interest 820
Taxable interest amount $612
Number of returns with ordinary dividends 500
Ordinary dividends amount $1,449,000
Number of returns with qualified dividends 470
Qualified dividends amount [6] $893
Number of returns with state and local income tax refunds 340
State and local income tax refunds amount $238
Number of returns with business or professional net income (less loss) 740
Business or professional net income (less loss) amount $7,382,000
Number of returns with net capital gain (less loss) 480
Net capital gain (less loss) amount $1,239,000
Number of returns with taxable individual retirement arrangements distributions 350
Taxable individual retirement arrangements distributions amount $3,633,000
Number of returns with taxable pensions and annuities 730
Taxable pensions and annuities amount $11,921,000
Number of farm returns 0
Number of returns with unemployment compensation 100
Unemployment compensation amount [7] $325,000
Number of returns with taxable Social Security benefits 650
Taxable Social Security benefits amount $4,628,000
Number of returns with partnership/S-corp net income (less loss) 220
Partnership/S-corp net income (less loss) amount $1,878,000
Number of returns with total statutory adjustments 1,330
Total statutory adjustments amount $2,814,000
Number of returns with educator expenses 150
Educator expenses amount $35,000
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $123,000
Number of returns with self-employment health insurance deduction 120
Self-employment health insurance deduction amount $584,000
Number of returns with IRA payments 80
IRA payments amount $315,000
Number of returns with student loan interest deduction 620
Student loan interest deduction amount $644,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 40
Domestic production activities deduction amount $88,000
Number of returns with itemized deductions 1,050
Total itemized deductions amount $18,809,000
Amount of AGI for itemized returns $41,135,000
Number of returns with State and local income taxes 640
State and local income taxes amount $893,000
Number of returns with State and local general sales tax 380
State and local general sales tax amount $416,000
Number of returns with real estate taxes 850
Real estate taxes amount $1,685,000
Number of returns with taxes paid 1,050
Taxes paid amount $3,308,000
Number of returns with mortgage interest paid 770
Mortgage interest paid amount $5,930,000
Number of returns with contributions 840
Contributions amount $2,623,000
Number of returns with taxable income 4,500
Taxable income amount $91,490,000
Number of returns with income tax before credits 4,470
Income tax before credits amount $11,392,000
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 110
Foreign tax credit amount $6,000
Number of returns with child and dependent care credit 220
Child and dependent care credit amount $121,000
Number of returns with nonrefundable education credit 460
Nonrefundable education credit amount $425,000
Number of returns with retirement savings contribution credit 630
Retirement savings contribution credit amount $114,000
Number of returns with child tax credit 990
Child tax credit amount $936,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $18,000
Number of returns with self-employment tax 530
Self-employment tax amount $1,383,000
Number of returns with total tax payments 4,520
Total tax payments amount $18,422,000
Number of returns with earned income credit 1,030
Earned income credit amount [8] $2,103,000
Number of returns with excess earned income credit 800
Excess earned income credit (refundable) amount [9] $1,599,000
Number of returns with additional child tax credit 730
Additional child tax credit amount $1,082,000
Number of returns with refundable education credit 310
Refundable education credit amount $249,000
Number of returns with income tax 3,790
Income tax amount [10] $9,761,000
Number of returns with tax liability 4,060
Total tax liability amount [11] $11,372,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 990
Tax due at time of filing amount [12] $1,655,000
Number of returns with overpayments refunded 3,650
Overpayments refunded amount [13] $8,562,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $99,000

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

Number of returns 3,090
Number of single returns 1,130
Number of joint returns 1,430
Number of head of household returns 460
Number of returns with paid preparer's signature 1,470
Number of exemptions 6,910
Number of dependents 2,390
Total number of volunteer prepared returns [5] 30
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
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] 370
Number of elderly returns [4] 700
Adjust gross income (AGI) [5] $190,623,000
Number of returns with total income 3,090
Salaries and wages amount $193,436,000
Number of returns with salaries and wages 2,690
Salaries and wages amount $150,191
Number of returns with taxable interest 850
Taxable interest amount $541
Number of returns with ordinary dividends 550
Ordinary dividends amount $1,570,000
Number of returns with qualified dividends 500
Qualified dividends amount [6] $1,016
Number of returns with state and local income tax refunds 660
State and local income tax refunds amount $540
Number of returns with business or professional net income (less loss) 630
Business or professional net income (less loss) amount $6,586,000
Number of returns with net capital gain (less loss) 520
Net capital gain (less loss) amount $1,588,000
Number of returns with taxable individual retirement arrangements distributions 320
Taxable individual retirement arrangements distributions amount $4,871,000
Number of returns with taxable pensions and annuities 630
Taxable pensions and annuities amount $14,751,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $238,000
Number of returns with taxable Social Security benefits 500
Taxable Social Security benefits amount $7,810,000
Number of returns with partnership/S-corp net income (less loss) 250
Partnership/S-corp net income (less loss) amount $3,465,000
Number of returns with total statutory adjustments 1,130
Total statutory adjustments amount $2,813,000
Number of returns with educator expenses 150
Educator expenses amount $38,000
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 $567,000
Number of returns with IRA payments 80
IRA payments amount $369,000
Number of returns with student loan interest deduction 500
Student loan interest deduction amount $509,000
Number of returns with tuition and fees deduction 40
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 1,410
Total itemized deductions amount $25,608,000
Amount of AGI for itemized returns $87,963,000
Number of returns with State and local income taxes 1,070
State and local income taxes amount $2,106,000
Number of returns with State and local general sales tax 300
State and local general sales tax amount $481,000
Number of returns with real estate taxes 1,210
Real estate taxes amount $2,490,000
Number of returns with taxes paid 1,400
Taxes paid amount $5,513,000
Number of returns with mortgage interest paid 1,150
Mortgage interest paid amount $9,027,000
Number of returns with contributions 1,160
Contributions amount $4,061,000
Number of returns with taxable income 3,060
Taxable income amount $120,205,000
Number of returns with income tax before credits 3,050
Income tax before credits amount $16,841,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,370
Total tax credits amount $2,071,000
Number of returns with foreign tax credit 140
Foreign tax credit amount $15,000
Number of returns with child and dependent care credit 190
Child and dependent care credit amount $101,000
Number of returns with nonrefundable education credit 310
Nonrefundable education credit amount $368,000
Number of returns with retirement savings contribution credit 220
Retirement savings contribution credit amount $36,000
Number of returns with child tax credit 930
Child tax credit amount $1,459,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $54,000
Number of returns with self-employment tax 440
Self-employment tax amount $1,243,000
Number of returns with total tax payments 3,000
Total tax payments amount $19,816,000
Number of returns with earned income credit 30
Earned income credit amount [8] $10,000
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 190
Additional child tax credit amount $308,000
Number of returns with refundable education credit 220
Refundable education credit amount $194,000
Number of returns with income tax 2,850
Income tax amount [10] $14,770,000
Number of returns with tax liability 2,940
Total tax liability amount [11] $16,225,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 870
Tax due at time of filing amount [12] $2,298,000
Number of returns with overpayments refunded 2,170
Overpayments refunded amount [13] $5,716,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $108,000

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

Number of returns 2,400
Number of single returns 500
Number of joint returns 1,650
Number of head of household returns 230
Number of returns with paid preparer's signature 1,250
Number of exemptions 6,450
Number of dependents 2,400
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] 190
Number of elderly returns [4] 610
Adjust gross income (AGI) [5] $210,401,000
Number of returns with total income 2,400
Salaries and wages amount $213,088,000
Number of returns with salaries and wages 2,130
Salaries and wages amount $165,278
Number of returns with taxable interest 840
Taxable interest amount $715
Number of returns with ordinary dividends 570
Ordinary dividends amount $1,774,000
Number of returns with qualified dividends 530
Qualified dividends amount [6] $1,173
Number of returns with state and local income tax refunds 770
State and local income tax refunds amount $808
Number of returns with business or professional net income (less loss) 500
Business or professional net income (less loss) amount $4,921,000
Number of returns with net capital gain (less loss) 530
Net capital gain (less loss) amount $2,609,000
Number of returns with taxable individual retirement arrangements distributions 310
Taxable individual retirement arrangements distributions amount $6,164,000
Number of returns with taxable pensions and annuities 570
Taxable pensions and annuities amount $15,895,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $169,000
Number of returns with taxable Social Security benefits 450
Taxable Social Security benefits amount $9,650,000
Number of returns with partnership/S-corp net income (less loss) 220
Partnership/S-corp net income (less loss) amount $4,319,000
Number of returns with total statutory adjustments 860
Total statutory adjustments amount $2,687,000
Number of returns with educator expenses 110
Educator expenses amount $29,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $493,000
Number of returns with IRA payments 70
IRA payments amount $345,000
Number of returns with student loan interest deduction 390
Student loan interest deduction amount $475,000
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 1,480
Total itemized deductions amount $29,836,000
Amount of AGI for itemized returns $129,772,000
Number of returns with State and local income taxes 1,230
State and local income taxes amount $3,356,000
Number of returns with State and local general sales tax 230
State and local general sales tax amount $552,000
Number of returns with real estate taxes 1,360
Real estate taxes amount $2,865,000
Number of returns with taxes paid 1,470
Taxes paid amount $7,376,000
Number of returns with mortgage interest paid 1,270
Mortgage interest paid amount $10,546,000
Number of returns with contributions 1,300
Contributions amount $5,765,000
Number of returns with taxable income 2,400
Taxable income amount $143,743,000
Number of returns with income tax before credits 2,390
Income tax before credits amount $21,211,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,220
Total tax credits amount $2,328,000
Number of returns with foreign tax credit 160
Foreign tax credit amount $14,000
Number of returns with child and dependent care credit 210
Child and dependent care credit amount $119,000
Number of returns with nonrefundable education credit 290
Nonrefundable education credit amount $344,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 920
Child tax credit amount $1,689,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $61,000
Number of returns with self-employment tax 330
Self-employment tax amount $934,000
Number of returns with total tax payments 2,360
Total tax payments amount $23,146,000
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 $94,000
Number of returns with refundable education credit 190
Refundable education credit amount $164,000
Number of returns with income tax 2,340
Income tax amount [10] $18,883,000
Number of returns with tax liability 2,360
Total tax liability amount [11] $20,002,000
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] $2,245,000
Number of returns with overpayments refunded 1,600
Overpayments refunded amount [13] $5,158,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $168,000

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

Number of returns 4,360
Number of single returns 360
Number of joint returns 3,730
Number of head of household returns 240
Number of returns with paid preparer's signature 2,280
Number of exemptions 13,640
Number of dependents 5,550
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] 240
Number of elderly returns [4] 970
Adjust gross income (AGI) [5] $597,211,000
Number of returns with total income 4,360
Salaries and wages amount $604,899,000
Number of returns with salaries and wages 4,020
Salaries and wages amount $477,594
Number of returns with taxable interest 1,940
Taxable interest amount $2,649
Number of returns with ordinary dividends 1,320
Ordinary dividends amount $4,877,000
Number of returns with qualified dividends 1,220
Qualified dividends amount [6] $3,528
Number of returns with state and local income tax refunds 2,070
State and local income tax refunds amount $3,013
Number of returns with business or professional net income (less loss) 990
Business or professional net income (less loss) amount $15,882,000
Number of returns with net capital gain (less loss) 1,330
Net capital gain (less loss) amount $11,656,000
Number of returns with taxable individual retirement arrangements distributions 550
Taxable individual retirement arrangements distributions amount $13,449,000
Number of returns with taxable pensions and annuities 990
Taxable pensions and annuities amount $34,760,000
Number of farm returns 0
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $263,000
Number of returns with taxable Social Security benefits 620
Taxable Social Security benefits amount $14,866,000
Number of returns with partnership/S-corp net income (less loss) 600
Partnership/S-corp net income (less loss) amount $21,167,000
Number of returns with total statutory adjustments 1,850
Total statutory adjustments amount $7,688,000
Number of returns with educator expenses 260
Educator expenses amount $67,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $920,000
Number of returns with self-employment health insurance deduction 210
Self-employment health insurance deduction amount $1,776,000
Number of returns with IRA payments 170
IRA payments amount $907,000
Number of returns with student loan interest deduction 650
Student loan interest deduction amount $776,000
Number of returns with tuition and fees deduction 140
Tuition and fees deduction amount $223,000
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $136,000
Number of returns with itemized deductions 3,500
Total itemized deductions amount $87,024,000
Amount of AGI for itemized returns $487,449,000
Number of returns with State and local income taxes 3,150
State and local income taxes amount $13,978,000
Number of returns with State and local general sales tax 320
State and local general sales tax amount $1,039,000
Number of returns with real estate taxes 3,320
Real estate taxes amount $8,371,000
Number of returns with taxes paid 3,500
Taxes paid amount $25,268,000
Number of returns with mortgage interest paid 3,090
Mortgage interest paid amount $29,206,000
Number of returns with contributions 3,200
Contributions amount $19,683,000
Number of returns with taxable income 4,360
Taxable income amount $444,728,000
Number of returns with income tax before credits 4,360
Income tax before credits amount $76,291,000
Number of returns with alternative minimum tax 70
Alternative minimum tax amount $197,000
Number of returns with total tax credits 2,110
Total tax credits amount $3,484,000
Number of returns with foreign tax credit 380
Foreign tax credit amount $166,000
Number of returns with child and dependent care credit 470
Child and dependent care credit amount $272,000
Number of returns with nonrefundable education credit 550
Nonrefundable education credit amount $697,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 1,190
Child tax credit amount $1,844,000
Number of returns with residential energy tax credit 110
Residential energy tax credit amount $148,000
Number of returns with self-employment tax 720
Self-employment tax amount $2,648,000
Number of returns with total tax payments 4,320
Total tax payments amount $78,347,000
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 480
Refundable education credit amount $425,000
Number of returns with income tax 4,330
Income tax amount [10] $72,806,000
Number of returns with tax liability 4,340
Total tax liability amount [11] $75,987,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,840
Tax due at time of filing amount [12] $8,579,000
Number of returns with overpayments refunded 2,430
Overpayments refunded amount [13] $9,938,000
Number of returns with credit to next year’s estimated tax 120
Credited to next year’s estimated tax amount $866,000

Adjusted Gross Income: $200,000 or more

Number of returns 1,370
Number of single returns 80
Number of joint returns 1,250
Number of head of household returns 30
Number of returns with paid preparer's signature 990
Number of exemptions 4,550
Number of dependents 1,920
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 30
Number of elderly returns [4] 320
Adjust gross income (AGI) [5] $578,853,000
Number of returns with total income 1,370
Salaries and wages amount $589,947,000
Number of returns with salaries and wages 1,270
Salaries and wages amount $303,778
Number of returns with taxable interest 950
Taxable interest amount $6,003
Number of returns with ordinary dividends 730
Ordinary dividends amount $10,395,000
Number of returns with qualified dividends 690
Qualified dividends amount [6] $8,162
Number of returns with state and local income tax refunds 710
State and local income tax refunds amount $2,629
Number of returns with business or professional net income (less loss) 320
Business or professional net income (less loss) amount $14,090,000
Number of returns with net capital gain (less loss) 800
Net capital gain (less loss) amount $101,734,000
Number of returns with taxable individual retirement arrangements distributions 160
Taxable individual retirement arrangements distributions amount $7,863,000
Number of returns with taxable pensions and annuities 240
Taxable pensions and annuities amount $12,555,000
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 140
Taxable Social Security benefits amount $4,101,000
Number of returns with partnership/S-corp net income (less loss) 540
Partnership/S-corp net income (less loss) amount $113,173,000
Number of returns with total statutory adjustments 560
Total statutory adjustments amount $11,094,000
Number of returns with educator expenses 50
Educator expenses amount $13,000
Number of returns with self-employment retirement plans 60
Self-employment retirement plans amount $2,994,000
Number of returns with self-employment health insurance deduction 210
Self-employment health insurance deduction amount $2,517,000
Number of returns with IRA payments 50
IRA payments amount $523,000
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 70
Domestic production activities deduction amount $2,926,000
Number of returns with itemized deductions 1,310
Total itemized deductions amount $69,468,000
Amount of AGI for itemized returns $559,181,000
Number of returns with State and local income taxes 1,240
State and local income taxes amount $21,432,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $302,000
Number of returns with real estate taxes 1,260
Real estate taxes amount $5,453,000
Number of returns with taxes paid 1,300
Taxes paid amount $28,168,000
Number of returns with mortgage interest paid 1,070
Mortgage interest paid amount $13,329,000
Number of returns with contributions 1,240
Contributions amount $25,767,000
Number of returns with taxable income 1,370
Taxable income amount $495,553,000
Number of returns with income tax before credits 1,370
Income tax before credits amount $125,694,000
Number of returns with alternative minimum tax 460
Alternative minimum tax amount $2,483,000
Number of returns with total tax credits 450
Total tax credits amount $1,299,000
Number of returns with foreign tax credit 300
Foreign tax credit amount $636,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $52,000
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $49,000
Number of returns with self-employment tax 300
Self-employment tax amount $2,247,000
Number of returns with total tax payments 1,350
Total tax payments amount $129,537,000
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 1,360
Income tax amount [10] $124,395,000
Number of returns with tax liability 1,370
Total tax liability amount [11] $130,128,000
Number of returns with net investment income tax 660
Net investment income tax $2,303,000
Number of returns with tax due at time of filing 740
Tax due at time of filing amount [12] $17,490,000
Number of returns with overpayments refunded 490
Overpayments refunded amount [13] $7,797,000
Number of returns with credit to next year’s estimated tax 160
Credited to next year’s estimated tax amount $8,917,000

[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.