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ZIP Code Database - Facts & Stats

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ZIP Code 85253 Income Tax Stats

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

ZIP Code 85253 Data

Zip Code:85253
City:Paradise Valley
State:AZ [Arizona]
Counties: MARICOPA, AZ
City Alias(es):Paradise Valley
Area Code:480 / 602 / 623
Time Zone: Mountain (GMT -07:00)
Observes Day Light Savings:No
Classification: [Non-Unique]





85253 Income Tax Overview

Total Number of Tax Returns for ZIP Code 85253 [1] 8,110
Total Number of Single Tax Returns for ZIP Code 85253 1,670
Total Number of Joint Tax Returns for ZIP Code 85253 3,950
Total Number of Dependents for ZIP Code 85253 3,830
Total Adjusted Gross Income for ZIP Code 85253 $4,991,355,000
Average Income per Person for ZIP Code 85253 $292,800
Average Income per Household for ZIP Code 85253 $615,457

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 1,740
Number of single returns 1,520
Number of joint returns 130
Number of head of household returns 60
Number of returns with paid preparer's signature 1,100
Number of exemptions 1,380
Number of dependents 190
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] 90
Number of elderly returns [4] 340
Adjust gross income (AGI) [5] $17,604,000
Number of returns with total income 1,740
Salaries and wages amount $18,458,000
Number of returns with salaries and wages 1,100
Salaries and wages amount $11,752
Number of returns with taxable interest 520
Taxable interest amount $651
Number of returns with ordinary dividends 610
Ordinary dividends amount $1,926,000
Number of returns with qualified dividends 570
Qualified dividends amount [6] $1,231
Number of returns with state and local income tax refunds 40
State and local income tax refunds amount $42
Number of returns with business or professional net income (less loss) 310
Business or professional net income (less loss) amount $1,901,000
Number of returns with net capital gain (less loss) 550
Net capital gain (less loss) amount $1,176,000
Number of returns with taxable individual retirement arrangements distributions 120
Taxable individual retirement arrangements distributions amount $899,000
Number of returns with taxable pensions and annuities 150
Taxable pensions and annuities amount $1,202,000
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 100
Taxable Social Security benefits amount $226,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount ($302,000)
Number of returns with total statutory adjustments 380
Total statutory adjustments amount $854,000
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 60
Self-employment health insurance deduction amount $258,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 40
Student loan interest deduction amount $33,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $116,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 240
Total itemized deductions amount $5,628,000
Amount of AGI for itemized returns $3,194,000
Number of returns with State and local income taxes 70
State and local income taxes amount $168,000
Number of returns with State and local general sales tax 140
State and local general sales tax amount $105,000
Number of returns with real estate taxes 150
Real estate taxes amount $892,000
Number of returns with taxes paid 220
Taxes paid amount $1,248,000
Number of returns with mortgage interest paid 80
Mortgage interest paid amount $1,111,000
Number of returns with contributions 170
Contributions amount $388,000
Number of returns with taxable income 850
Taxable income amount $5,049,000
Number of returns with income tax before credits 750
Income tax before credits amount $521,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 260
Total tax credits amount $91,000
Number of returns with foreign tax credit 120
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 100
Nonrefundable education credit amount $71,000
Number of returns with retirement savings contribution credit 40
Retirement savings contribution credit amount $9,000
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 290
Self-employment tax amount $377,000
Number of returns with total tax payments 1,270
Total tax payments amount $2,124,000
Number of returns with earned income credit 240
Earned income credit amount [8] $349,000
Number of returns with excess earned income credit 160
Excess earned income credit (refundable) amount [9] $251,000
Number of returns with additional child tax credit 70
Additional child tax credit amount $82,000
Number of returns with refundable education credit 90
Refundable education credit amount $77,000
Number of returns with income tax 650
Income tax amount [10] $430,000
Number of returns with tax liability 880
Total tax liability amount [11] $825,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 350
Tax due at time of filing amount [12] $285,000
Number of returns with overpayments refunded 1,040
Overpayments refunded amount [13] $1,312,000
Number of returns with credit to next year’s estimated tax 90
Credited to next year’s estimated tax amount $269,000

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

Number of returns 890
Number of single returns 680
Number of joint returns 140
Number of head of household returns 50
Number of returns with paid preparer's signature 500
Number of exemptions 1,160
Number of dependents 170
Total number of volunteer prepared returns [5] 40
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 40
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 90
Number of elderly returns [4] 230
Adjust gross income (AGI) [5] $33,268,000
Number of returns with total income 890
Salaries and wages amount $34,221,000
Number of returns with salaries and wages 660
Salaries and wages amount $23,415
Number of returns with taxable interest 310
Taxable interest amount $959
Number of returns with ordinary dividends 300
Ordinary dividends amount $1,932,000
Number of returns with qualified dividends 290
Qualified dividends amount [6] $1,397
Number of returns with state and local income tax refunds 60
State and local income tax refunds amount $171
Number of returns with business or professional net income (less loss) 170
Business or professional net income (less loss) amount $1,467,000
Number of returns with net capital gain (less loss) 310
Net capital gain (less loss) amount $2,209,000
Number of returns with taxable individual retirement arrangements distributions 110
Taxable individual retirement arrangements distributions amount $1,662,000
Number of returns with taxable pensions and annuities 130
Taxable pensions and annuities amount $2,059,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $159,000
Number of returns with taxable Social Security benefits 180
Taxable Social Security benefits amount $1,653,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount ($1,121,000)
Number of returns with total statutory adjustments 280
Total statutory adjustments amount $953,000
Number of returns with educator expenses 40
Educator expenses amount $9,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $295,000
Number of returns with IRA payments 40
IRA payments amount $149,000
Number of returns with student loan interest deduction 90
Student loan interest deduction amount $101,000
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 270
Total itemized deductions amount $7,110,000
Amount of AGI for itemized returns $10,356,000
Number of returns with State and local income taxes 120
State and local income taxes amount $406,000
Number of returns with State and local general sales tax 150
State and local general sales tax amount $158,000
Number of returns with real estate taxes 200
Real estate taxes amount $1,256,000
Number of returns with taxes paid 270
Taxes paid amount $1,905,000
Number of returns with mortgage interest paid 140
Mortgage interest paid amount $1,474,000
Number of returns with contributions 200
Contributions amount $634,000
Number of returns with taxable income 820
Taxable income amount $19,033,000
Number of returns with income tax before credits 780
Income tax before credits amount $2,319,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 250
Total tax credits amount $191,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $13,000
Number of returns with child and dependent care credit 20
Child and dependent care credit amount $9,000
Number of returns with nonrefundable education credit 90
Nonrefundable education credit amount $107,000
Number of returns with retirement savings contribution credit 60
Retirement savings contribution credit amount $11,000
Number of returns with child tax credit 60
Child tax credit amount $50,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 130
Self-employment tax amount $410,000
Number of returns with total tax payments 800
Total tax payments amount $3,935,000
Number of returns with earned income credit 50
Earned income credit amount [8] $87,000
Number of returns with excess earned income credit 40
Excess earned income credit (refundable) amount [9] $65,000
Number of returns with additional child tax credit 40
Additional child tax credit amount $50,000
Number of returns with refundable education credit 60
Refundable education credit amount $48,000
Number of returns with income tax 740
Income tax amount [10] $2,129,000
Number of returns with tax liability 780
Total tax liability amount [11] $2,575,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 240
Tax due at time of filing amount [12] $503,000
Number of returns with overpayments refunded 560
Overpayments refunded amount [13] $1,331,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $249,000

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

Number of returns 630
Number of single returns 430
Number of joint returns 140
Number of head of household returns 50
Number of returns with paid preparer's signature 400
Number of exemptions 920
Number of dependents 160
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 60
Number of elderly returns [4] 240
Adjust gross income (AGI) [5] $39,135,000
Number of returns with total income 630
Salaries and wages amount $40,002,000
Number of returns with salaries and wages 410
Salaries and wages amount $22,812
Number of returns with taxable interest 310
Taxable interest amount $950
Number of returns with ordinary dividends 290
Ordinary dividends amount $2,932,000
Number of returns with qualified dividends 270
Qualified dividends amount [6] $1,901
Number of returns with state and local income tax refunds 90
State and local income tax refunds amount $111
Number of returns with business or professional net income (less loss) 130
Business or professional net income (less loss) amount $2,086,000
Number of returns with net capital gain (less loss) 280
Net capital gain (less loss) amount $1,801,000
Number of returns with taxable individual retirement arrangements distributions 130
Taxable individual retirement arrangements distributions amount $2,876,000
Number of returns with taxable pensions and annuities 140
Taxable pensions and annuities amount $3,263,000
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 200
Taxable Social Security benefits amount $3,279,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $290,000
Number of returns with total statutory adjustments 200
Total statutory adjustments amount $867,000
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 50
Self-employment health insurance deduction amount $309,000
Number of returns with IRA payments 30
IRA payments amount $172,000
Number of returns with student loan interest deduction 70
Student loan interest deduction amount $81,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $54,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 300
Total itemized deductions amount $9,470,000
Amount of AGI for itemized returns $19,066,000
Number of returns with State and local income taxes 160
State and local income taxes amount $769,000
Number of returns with State and local general sales tax 130
State and local general sales tax amount $219,000
Number of returns with real estate taxes 240
Real estate taxes amount $1,324,000
Number of returns with taxes paid 300
Taxes paid amount $2,397,000
Number of returns with mortgage interest paid 160
Mortgage interest paid amount $1,676,000
Number of returns with contributions 250
Contributions amount $1,082,000
Number of returns with taxable income 590
Taxable income amount $25,180,000
Number of returns with income tax before credits 580
Income tax before credits amount $3,651,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 190
Total tax credits amount $189,000
Number of returns with foreign tax credit 110
Foreign tax credit amount $25,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 40
Nonrefundable education credit amount $47,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 50
Child tax credit amount $67,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 100
Self-employment tax amount $440,000
Number of returns with total tax payments 580
Total tax payments amount $4,828,000
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 $30,000
Number of returns with refundable education credit 30
Refundable education credit amount $30,000
Number of returns with income tax 560
Income tax amount [10] $3,462,000
Number of returns with tax liability 580
Total tax liability amount [11] $3,962,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 210
Tax due at time of filing amount [12] $657,000
Number of returns with overpayments refunded 360
Overpayments refunded amount [13] $1,200,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $313,000

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

Number of returns 490
Number of single returns 260
Number of joint returns 180
Number of head of household returns 30
Number of returns with paid preparer's signature 310
Number of exemptions 810
Number of dependents 140
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] 220
Adjust gross income (AGI) [5] $42,169,000
Number of returns with total income 490
Salaries and wages amount $43,027,000
Number of returns with salaries and wages 310
Salaries and wages amount $21,188
Number of returns with taxable interest 280
Taxable interest amount $1,073
Number of returns with ordinary dividends 250
Ordinary dividends amount $2,825,000
Number of returns with qualified dividends 230
Qualified dividends amount [6] $1,971
Number of returns with state and local income tax refunds 110
State and local income tax refunds amount $178
Number of returns with business or professional net income (less loss) 100
Business or professional net income (less loss) amount $1,514,000
Number of returns with net capital gain (less loss) 250
Net capital gain (less loss) amount $2,697,000
Number of returns with taxable individual retirement arrangements distributions 140
Taxable individual retirement arrangements distributions amount $3,633,000
Number of returns with taxable pensions and annuities 140
Taxable pensions and annuities amount $4,013,000
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 180
Taxable Social Security benefits amount $4,087,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $1,681,000
Number of returns with total statutory adjustments 140
Total statutory adjustments amount $858,000
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 40
Self-employment health insurance deduction amount $324,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 20
Student loan interest deduction amount $16,000
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 280
Total itemized deductions amount $8,615,000
Amount of AGI for itemized returns $24,210,000
Number of returns with State and local income taxes 180
State and local income taxes amount $716,000
Number of returns with State and local general sales tax 90
State and local general sales tax amount $150,000
Number of returns with real estate taxes 230
Real estate taxes amount $1,574,000
Number of returns with taxes paid 280
Taxes paid amount $2,573,000
Number of returns with mortgage interest paid 150
Mortgage interest paid amount $1,988,000
Number of returns with contributions 230
Contributions amount $1,216,000
Number of returns with taxable income 470
Taxable income amount $28,824,000
Number of returns with income tax before credits 450
Income tax before credits amount $4,628,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 170
Total tax credits amount $121,000
Number of returns with foreign tax credit 100
Foreign tax credit amount $19,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 30
Nonrefundable education credit amount $36,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 40
Child tax credit amount $45,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 70
Self-employment tax amount $373,000
Number of returns with total tax payments 450
Total tax payments amount $5,356,000
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 30
Refundable education credit amount $19,000
Number of returns with income tax 450
Income tax amount [10] $4,507,000
Number of returns with tax liability 460
Total tax liability amount [11] $4,911,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 210
Tax due at time of filing amount [12] $796,000
Number of returns with overpayments refunded 230
Overpayments refunded amount [13] $874,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $357,000

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

Number of returns 1,130
Number of single returns 390
Number of joint returns 670
Number of head of household returns 40
Number of returns with paid preparer's signature 880
Number of exemptions 2,240
Number of dependents 450
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] 690
Adjust gross income (AGI) [5] $163,219,000
Number of returns with total income 1,130
Salaries and wages amount $167,381,000
Number of returns with salaries and wages 640
Salaries and wages amount $61,438
Number of returns with taxable interest 860
Taxable interest amount $4,717
Number of returns with ordinary dividends 790
Ordinary dividends amount $16,696,000
Number of returns with qualified dividends 760
Qualified dividends amount [6] $12,086
Number of returns with state and local income tax refunds 390
State and local income tax refunds amount $930
Number of returns with business or professional net income (less loss) 280
Business or professional net income (less loss) amount $9,616,000
Number of returns with net capital gain (less loss) 790
Net capital gain (less loss) amount $15,050,000
Number of returns with taxable individual retirement arrangements distributions 450
Taxable individual retirement arrangements distributions amount $19,243,000
Number of returns with taxable pensions and annuities 370
Taxable pensions and annuities amount $14,224,000
Number of farm returns 0
Number of returns with unemployment compensation 20
Unemployment compensation amount [7] $122,000
Number of returns with taxable Social Security benefits 540
Taxable Social Security benefits amount $14,155,000
Number of returns with partnership/S-corp net income (less loss) 410
Partnership/S-corp net income (less loss) amount $9,605,000
Number of returns with total statutory adjustments 380
Total statutory adjustments amount $4,162,000
Number of returns with educator expenses 30
Educator expenses amount $9,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $1,009,000
Number of returns with self-employment health insurance deduction 150
Self-employment health insurance deduction amount $1,555,000
Number of returns with IRA payments 40
IRA payments amount $311,000
Number of returns with student loan interest deduction 30
Student loan interest deduction amount $24,000
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 $67,000
Number of returns with itemized deductions 950
Total itemized deductions amount $40,111,000
Amount of AGI for itemized returns $139,762,000
Number of returns with State and local income taxes 690
State and local income taxes amount $4,338,000
Number of returns with State and local general sales tax 260
State and local general sales tax amount $785,000
Number of returns with real estate taxes 840
Real estate taxes amount $7,480,000
Number of returns with taxes paid 950
Taxes paid amount $13,177,000
Number of returns with mortgage interest paid 550
Mortgage interest paid amount $8,775,000
Number of returns with contributions 860
Contributions amount $5,940,000
Number of returns with taxable income 1,110
Taxable income amount $113,091,000
Number of returns with income tax before credits 1,070
Income tax before credits amount $19,401,000
Number of returns with alternative minimum tax 90
Alternative minimum tax amount $466,000
Number of returns with total tax credits 540
Total tax credits amount $492,000
Number of returns with foreign tax credit 410
Foreign tax credit amount $205,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $17,000
Number of returns with nonrefundable education credit 50
Nonrefundable education credit amount $62,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 50
Child tax credit amount $54,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $54,000
Number of returns with self-employment tax 220
Self-employment tax amount $1,505,000
Number of returns with total tax payments 1,060
Total tax payments amount $23,918,000
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 50
Refundable education credit amount $42,000
Number of returns with income tax 1,060
Income tax amount [10] $18,909,000
Number of returns with tax liability 1,070
Total tax liability amount [11] $20,642,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 470
Tax due at time of filing amount [12] $3,359,000
Number of returns with overpayments refunded 430
Overpayments refunded amount [13] $3,770,000
Number of returns with credit to next year’s estimated tax 260
Credited to next year’s estimated tax amount $2,786,000

Adjusted Gross Income: $200,000 or more

Number of returns 3,230
Number of single returns 410
Number of joint returns 2,690
Number of head of household returns 90
Number of returns with paid preparer's signature 2,890
Number of exemptions 8,640
Number of dependents 2,720
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] 1,530
Adjust gross income (AGI) [5] $4,695,960,000
Number of returns with total income 3,230
Salaries and wages amount $4,754,311,000
Number of returns with salaries and wages 2,490
Salaries and wages amount $1,254,273
Number of returns with taxable interest 2,930
Taxable interest amount $99,005
Number of returns with ordinary dividends 2,600
Ordinary dividends amount $312,931,000
Number of returns with qualified dividends 2,510
Qualified dividends amount [6] $248,409
Number of returns with state and local income tax refunds 1,600
State and local income tax refunds amount $21,760
Number of returns with business or professional net income (less loss) 1,010
Business or professional net income (less loss) amount $95,881,000
Number of returns with net capital gain (less loss) 2,770
Net capital gain (less loss) amount $1,794,592,000
Number of returns with taxable individual retirement arrangements distributions 810
Taxable individual retirement arrangements distributions amount $57,981,000
Number of returns with taxable pensions and annuities 670
Taxable pensions and annuities amount $37,175,000
Number of farm returns 40
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 930
Taxable Social Security benefits amount $28,139,000
Number of returns with partnership/S-corp net income (less loss) 2,160
Partnership/S-corp net income (less loss) amount $940,096,000
Number of returns with total statutory adjustments 1,750
Total statutory adjustments amount $58,351,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 360
Self-employment retirement plans amount $17,720,000
Number of returns with self-employment health insurance deduction 770
Self-employment health insurance deduction amount $9,792,000
Number of returns with IRA payments 100
IRA payments amount $1,047,000
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 240
Domestic production activities deduction amount $15,586,000
Number of returns with itemized deductions 3,160
Total itemized deductions amount $512,688,000
Amount of AGI for itemized returns $4,628,619,000
Number of returns with State and local income taxes 2,990
State and local income taxes amount $236,065,000
Number of returns with State and local general sales tax 160
State and local general sales tax amount $1,202,000
Number of returns with real estate taxes 3,040
Real estate taxes amount $51,525,000
Number of returns with taxes paid 3,160
Taxes paid amount $293,522,000
Number of returns with mortgage interest paid 2,180
Mortgage interest paid amount $54,203,000
Number of returns with contributions 3,020
Contributions amount $175,068,000
Number of returns with taxable income 3,220
Taxable income amount $4,179,544,000
Number of returns with income tax before credits 3,220
Income tax before credits amount $1,171,468,000
Number of returns with alternative minimum tax 1,550
Alternative minimum tax amount $24,644,000
Number of returns with total tax credits 1,970
Total tax credits amount $24,589,000
Number of returns with foreign tax credit 1,710
Foreign tax credit amount $11,639,000
Number of returns with child and dependent care credit 140
Child and dependent care credit amount $84,000
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 80
Residential energy tax credit amount $302,000
Number of returns with self-employment tax 1,200
Self-employment tax amount $13,513,000
Number of returns with total tax payments 3,180
Total tax payments amount $1,286,272,000
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 3,220
Income tax amount [10] $1,146,879,000
Number of returns with tax liability 3,220
Total tax liability amount [11] $1,219,429,000
Number of returns with net investment income tax 2,520
Net investment income tax $47,388,000
Number of returns with tax due at time of filing 1,360
Tax due at time of filing amount [12] $96,404,000
Number of returns with overpayments refunded 810
Overpayments refunded amount [13] $41,189,000
Number of returns with credit to next year’s estimated tax 1,220
Credited to next year’s estimated tax amount $120,655,000

[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.