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ZIP Code Database - Facts & Stats

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ZIP Code 87111 Income Tax Stats

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

ZIP Code 87111 Data

Zip Code:87111
City:Albuquerque
State:NM [New Mexico]
Counties: BERNALILLO, NM
City Alias(es):Albuquerque
Area Code:505
Time Zone: Mountain (GMT -07:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





87111 Income Tax Overview

Total Number of Tax Returns for ZIP Code 87111 [1] 27,800
Total Number of Single Tax Returns for ZIP Code 87111 8,950
Total Number of Joint Tax Returns for ZIP Code 87111 10,480
Total Number of Dependents for ZIP Code 87111 11,770
Total Adjusted Gross Income for ZIP Code 87111 $2,318,461,000
Average Income per Person for ZIP Code 87111 $41,042
Average Income per Household for ZIP Code 87111 $83,398

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 7,920
Number of single returns 6,290
Number of joint returns 720
Number of head of household returns 830
Number of returns with paid preparer's signature 2,600
Number of exemptions 8,890
Number of dependents 1,740
Total number of volunteer prepared returns [5] 520
Number of volunteer income tax assistance (VITA) prepared returns [3] 230
Number of tax counseling for the elderly (TCE) prepared returns [3] 300
Number of volunteer prepared returns with Earned Income Credit 70
Number of refund anticipation check returns [3] 1,160
Number of elderly returns [4] 1,970
Adjust gross income (AGI) [5] $96,744,000
Number of returns with total income 7,920
Salaries and wages amount $98,556,000
Number of returns with salaries and wages 5,860
Salaries and wages amount $72,922
Number of returns with taxable interest 1,840
Taxable interest amount $1,422
Number of returns with ordinary dividends 1,040
Ordinary dividends amount $2,206,000
Number of returns with qualified dividends 930
Qualified dividends amount [6] $1,287
Number of returns with state and local income tax refunds 140
State and local income tax refunds amount $74
Number of returns with business or professional net income (less loss) 910
Business or professional net income (less loss) amount $4,791,000
Number of returns with net capital gain (less loss) 890
Net capital gain (less loss) amount $778,000
Number of returns with taxable individual retirement arrangements distributions 660
Taxable individual retirement arrangements distributions amount $4,147,000
Number of returns with taxable pensions and annuities 1,100
Taxable pensions and annuities amount $10,222,000
Number of farm returns 0
Number of returns with unemployment compensation 170
Unemployment compensation amount [7] $878,000
Number of returns with taxable Social Security benefits 500
Taxable Social Security benefits amount $957,000
Number of returns with partnership/S-corp net income (less loss) 180
Partnership/S-corp net income (less loss) amount $95,000
Number of returns with total statutory adjustments 1,190
Total statutory adjustments amount $1,812,000
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 110
Self-employment health insurance deduction amount $367,000
Number of returns with IRA payments 60
IRA payments amount $225,000
Number of returns with student loan interest deduction 290
Student loan interest deduction amount $223,000
Number of returns with tuition and fees deduction 90
Tuition and fees deduction amount $263,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 640
Total itemized deductions amount $10,345,000
Amount of AGI for itemized returns $8,769,000
Number of returns with State and local income taxes 190
State and local income taxes amount $288,000
Number of returns with State and local general sales tax 350
State and local general sales tax amount $233,000
Number of returns with real estate taxes 460
Real estate taxes amount $1,432,000
Number of returns with taxes paid 610
Taxes paid amount $2,001,000
Number of returns with mortgage interest paid 350
Mortgage interest paid amount $2,139,000
Number of returns with contributions 420
Contributions amount $791,000
Number of returns with taxable income 3,910
Taxable income amount $24,881,000
Number of returns with income tax before credits 3,810
Income tax before credits amount $2,599,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,070
Total tax credits amount $336,000
Number of returns with foreign tax credit 110
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $13,000
Number of returns with nonrefundable education credit 410
Nonrefundable education credit amount $203,000
Number of returns with retirement savings contribution credit 420
Retirement savings contribution credit amount $66,000
Number of returns with child tax credit 140
Child tax credit amount $48,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 740
Self-employment tax amount $912,000
Number of returns with total tax payments 6,810
Total tax payments amount $12,351,000
Number of returns with earned income credit 2,050
Earned income credit amount [8] $3,876,000
Number of returns with excess earned income credit 1,720
Excess earned income credit (refundable) amount [9] $3,457,000
Number of returns with additional child tax credit 840
Additional child tax credit amount $963,000
Number of returns with refundable education credit 450
Refundable education credit amount $329,000
Number of returns with income tax 3,340
Income tax amount [10] $2,263,000
Number of returns with tax liability 3,940
Total tax liability amount [11] $3,311,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 820
Tax due at time of filing amount [12] $547,000
Number of returns with overpayments refunded 6,230
Overpayments refunded amount [13] $9,316,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $100,000

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

Number of returns 5,750
Number of single returns 3,710
Number of joint returns 1,000
Number of head of household returns 910
Number of returns with paid preparer's signature 1,960
Number of exemptions 8,860
Number of dependents 2,150
Total number of volunteer prepared returns [5] 220
Number of volunteer income tax assistance (VITA) prepared returns [3] 110
Number of tax counseling for the elderly (TCE) prepared returns [3] 110
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 950
Number of elderly returns [4] 1,530
Adjust gross income (AGI) [5] $209,368,000
Number of returns with total income 5,750
Salaries and wages amount $212,248,000
Number of returns with salaries and wages 4,630
Salaries and wages amount $158,370
Number of returns with taxable interest 1,660
Taxable interest amount $1,363
Number of returns with ordinary dividends 890
Ordinary dividends amount $3,119,000
Number of returns with qualified dividends 820
Qualified dividends amount [6] $1,875
Number of returns with state and local income tax refunds 460
State and local income tax refunds amount $245
Number of returns with business or professional net income (less loss) 590
Business or professional net income (less loss) amount $5,571,000
Number of returns with net capital gain (less loss) 820
Net capital gain (less loss) amount $2,187,000
Number of returns with taxable individual retirement arrangements distributions 640
Taxable individual retirement arrangements distributions amount $6,646,000
Number of returns with taxable pensions and annuities 1,210
Taxable pensions and annuities amount $23,064,000
Number of farm returns 30
Number of returns with unemployment compensation 130
Unemployment compensation amount [7] $711,000
Number of returns with taxable Social Security benefits 1,180
Taxable Social Security benefits amount $8,686,000
Number of returns with partnership/S-corp net income (less loss) 180
Partnership/S-corp net income (less loss) amount $853,000
Number of returns with total statutory adjustments 1,440
Total statutory adjustments amount $2,880,000
Number of returns with educator expenses 190
Educator expenses amount $45,000
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 $500,000
Number of returns with IRA payments 130
IRA payments amount $519,000
Number of returns with student loan interest deduction 720
Student loan interest deduction amount $728,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $106,000
Returns with domestic production activities deduction 20
Domestic production activities deduction amount $41,000
Number of returns with itemized deductions 1,130
Total itemized deductions amount $17,757,000
Amount of AGI for itemized returns $43,723,000
Number of returns with State and local income taxes 770
State and local income taxes amount $1,097,000
Number of returns with State and local general sales tax 300
State and local general sales tax amount $307,000
Number of returns with real estate taxes 910
Real estate taxes amount $2,654,000
Number of returns with taxes paid 1,120
Taxes paid amount $4,181,000
Number of returns with mortgage interest paid 740
Mortgage interest paid amount $4,365,000
Number of returns with contributions 820
Contributions amount $1,922,000
Number of returns with taxable income 5,600
Taxable income amount $118,877,000
Number of returns with income tax before credits 5,540
Income tax before credits amount $14,679,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 2,060
Total tax credits amount $1,632,000
Number of returns with foreign tax credit 260
Foreign tax credit amount $20,000
Number of returns with child and dependent care credit 190
Child and dependent care credit amount $99,000
Number of returns with nonrefundable education credit 560
Nonrefundable education credit amount $506,000
Number of returns with retirement savings contribution credit 750
Retirement savings contribution credit amount $136,000
Number of returns with child tax credit 880
Child tax credit amount $830,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $29,000
Number of returns with self-employment tax 440
Self-employment tax amount $999,000
Number of returns with total tax payments 5,560
Total tax payments amount $22,454,000
Number of returns with earned income credit 880
Earned income credit amount [8] $1,680,000
Number of returns with excess earned income credit 690
Excess earned income credit (refundable) amount [9] $1,368,000
Number of returns with additional child tax credit 550
Additional child tax credit amount $693,000
Number of returns with refundable education credit 280
Refundable education credit amount $220,000
Number of returns with income tax 4,970
Income tax amount [10] $13,048,000
Number of returns with tax liability 5,100
Total tax liability amount [11] $14,363,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,080
Tax due at time of filing amount [12] $1,517,000
Number of returns with overpayments refunded 4,530
Overpayments refunded amount [13] $9,353,000
Number of returns with credit to next year’s estimated tax 120
Credited to next year’s estimated tax amount $263,000

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

Number of returns 3,810
Number of single returns 1,970
Number of joint returns 1,350
Number of head of household returns 410
Number of returns with paid preparer's signature 1,650
Number of exemptions 6,680
Number of dependents 1,530
Total number of volunteer prepared returns [5] 100
Number of volunteer income tax assistance (VITA) prepared returns [3] 30
Number of tax counseling for the elderly (TCE) prepared returns [3] 70
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 380
Number of elderly returns [4] 1,480
Adjust gross income (AGI) [5] $235,471,000
Number of returns with total income 3,810
Salaries and wages amount $238,807,000
Number of returns with salaries and wages 2,780
Salaries and wages amount $152,826
Number of returns with taxable interest 1,780
Taxable interest amount $1,842
Number of returns with ordinary dividends 1,100
Ordinary dividends amount $4,325,000
Number of returns with qualified dividends 1,010
Qualified dividends amount [6] $2,835
Number of returns with state and local income tax refunds 730
State and local income tax refunds amount $472
Number of returns with business or professional net income (less loss) 530
Business or professional net income (less loss) amount $6,418,000
Number of returns with net capital gain (less loss) 970
Net capital gain (less loss) amount $3,648,000
Number of returns with taxable individual retirement arrangements distributions 710
Taxable individual retirement arrangements distributions amount $9,283,000
Number of returns with taxable pensions and annuities 1,290
Taxable pensions and annuities amount $38,005,000
Number of farm returns 0
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $458,000
Number of returns with taxable Social Security benefits 1,160
Taxable Social Security benefits amount $17,519,000
Number of returns with partnership/S-corp net income (less loss) 190
Partnership/S-corp net income (less loss) amount $1,392,000
Number of returns with total statutory adjustments 1,210
Total statutory adjustments amount $3,336,000
Number of returns with educator expenses 150
Educator expenses amount $37,000
Number of returns with self-employment retirement plans 60
Self-employment retirement plans amount $420,000
Number of returns with self-employment health insurance deduction 120
Self-employment health insurance deduction amount $631,000
Number of returns with IRA payments 130
IRA payments amount $588,000
Number of returns with student loan interest deduction 550
Student loan interest deduction amount $600,000
Number of returns with tuition and fees deduction 70
Tuition and fees deduction amount $124,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,560
Total itemized deductions amount $27,788,000
Amount of AGI for itemized returns $98,004,000
Number of returns with State and local income taxes 1,330
State and local income taxes amount $3,150,000
Number of returns with State and local general sales tax 210
State and local general sales tax amount $307,000
Number of returns with real estate taxes 1,320
Real estate taxes amount $4,073,000
Number of returns with taxes paid 1,560
Taxes paid amount $7,691,000
Number of returns with mortgage interest paid 1,090
Mortgage interest paid amount $7,234,000
Number of returns with contributions 1,190
Contributions amount $3,574,000
Number of returns with taxable income 3,780
Taxable income amount $159,439,000
Number of returns with income tax before credits 3,760
Income tax before credits amount $22,740,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,350
Total tax credits amount $1,568,000
Number of returns with foreign tax credit 390
Foreign tax credit amount $64,000
Number of returns with child and dependent care credit 130
Child and dependent care credit amount $66,000
Number of returns with nonrefundable education credit 290
Nonrefundable education credit amount $311,000
Number of returns with retirement savings contribution credit 190
Retirement savings contribution credit amount $34,000
Number of returns with child tax credit 660
Child tax credit amount $943,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $88,000
Number of returns with self-employment tax 400
Self-employment tax amount $1,170,000
Number of returns with total tax payments 3,720
Total tax payments amount $26,882,000
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 80
Additional child tax credit amount $129,000
Number of returns with refundable education credit 170
Refundable education credit amount $150,000
Number of returns with income tax 3,670
Income tax amount [10] $21,172,000
Number of returns with tax liability 3,700
Total tax liability amount [11] $22,544,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,110
Tax due at time of filing amount [12] $2,361,000
Number of returns with overpayments refunded 2,570
Overpayments refunded amount [13] $6,351,000
Number of returns with credit to next year’s estimated tax 140
Credited to next year’s estimated tax amount $308,000

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

Number of returns 2,970
Number of single returns 1,090
Number of joint returns 1,630
Number of head of household returns 210
Number of returns with paid preparer's signature 1,320
Number of exemptions 6,060
Number of dependents 1,470
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] 220
Number of elderly returns [4] 1,360
Adjust gross income (AGI) [5] $258,005,000
Number of returns with total income 2,970
Salaries and wages amount $260,862,000
Number of returns with salaries and wages 2,150
Salaries and wages amount $154,663
Number of returns with taxable interest 1,680
Taxable interest amount $2,264
Number of returns with ordinary dividends 1,110
Ordinary dividends amount $6,027,000
Number of returns with qualified dividends 1,030
Qualified dividends amount [6] $4,141
Number of returns with state and local income tax refunds 760
State and local income tax refunds amount $568
Number of returns with business or professional net income (less loss) 470
Business or professional net income (less loss) amount $6,608,000
Number of returns with net capital gain (less loss) 970
Net capital gain (less loss) amount $4,794,000
Number of returns with taxable individual retirement arrangements distributions 780
Taxable individual retirement arrangements distributions amount $13,272,000
Number of returns with taxable pensions and annuities 1,170
Taxable pensions and annuities amount $45,256,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $318,000
Number of returns with taxable Social Security benefits 1,060
Taxable Social Security benefits amount $21,101,000
Number of returns with partnership/S-corp net income (less loss) 240
Partnership/S-corp net income (less loss) amount $3,612,000
Number of returns with total statutory adjustments 820
Total statutory adjustments amount $2,857,000
Number of returns with educator expenses 110
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 130
Self-employment health insurance deduction amount $723,000
Number of returns with IRA payments 110
IRA payments amount $571,000
Number of returns with student loan interest deduction 290
Student loan interest deduction amount $314,000
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 1,620
Total itemized deductions amount $32,545,000
Amount of AGI for itemized returns $141,575,000
Number of returns with State and local income taxes 1,450
State and local income taxes amount $4,747,000
Number of returns with State and local general sales tax 140
State and local general sales tax amount $238,000
Number of returns with real estate taxes 1,430
Real estate taxes amount $4,953,000
Number of returns with taxes paid 1,610
Taxes paid amount $10,183,000
Number of returns with mortgage interest paid 1,180
Mortgage interest paid amount $8,412,000
Number of returns with contributions 1,320
Contributions amount $5,143,000
Number of returns with taxable income 2,960
Taxable income amount $185,897,000
Number of returns with income tax before credits 2,940
Income tax before credits amount $28,399,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,120
Total tax credits amount $1,510,000
Number of returns with foreign tax credit 390
Foreign tax credit amount $105,000
Number of returns with child and dependent care credit 130
Child and dependent care credit amount $73,000
Number of returns with nonrefundable education credit 220
Nonrefundable education credit amount $248,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 600
Child tax credit amount $974,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $71,000
Number of returns with self-employment tax 360
Self-employment tax amount $1,300,000
Number of returns with total tax payments 2,910
Total tax payments amount $31,384,000
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 30
Additional child tax credit amount $26,000
Number of returns with refundable education credit 140
Refundable education credit amount $119,000
Number of returns with income tax 2,920
Income tax amount [10] $26,889,000
Number of returns with tax liability 2,930
Total tax liability amount [11] $28,416,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 960
Tax due at time of filing amount [12] $2,876,000
Number of returns with overpayments refunded 1,870
Overpayments refunded amount [13] $5,348,000
Number of returns with credit to next year’s estimated tax 180
Credited to next year’s estimated tax amount $423,000

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

Number of returns 5,240
Number of single returns 990
Number of joint returns 3,990
Number of head of household returns 230
Number of returns with paid preparer's signature 2,470
Number of exemptions 12,600
Number of dependents 3,370
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] 220
Number of elderly returns [4] 2,400
Adjust gross income (AGI) [5] $721,074,000
Number of returns with total income 5,240
Salaries and wages amount $729,157,000
Number of returns with salaries and wages 4,080
Salaries and wages amount $443,351
Number of returns with taxable interest 3,730
Taxable interest amount $6,732
Number of returns with ordinary dividends 2,580
Ordinary dividends amount $19,712,000
Number of returns with qualified dividends 2,450
Qualified dividends amount [6] $14,602
Number of returns with state and local income tax refunds 1,910
State and local income tax refunds amount $1,823
Number of returns with business or professional net income (less loss) 950
Business or professional net income (less loss) amount $16,821,000
Number of returns with net capital gain (less loss) 2,320
Net capital gain (less loss) amount $23,679,000
Number of returns with taxable individual retirement arrangements distributions 1,480
Taxable individual retirement arrangements distributions amount $41,178,000
Number of returns with taxable pensions and annuities 2,170
Taxable pensions and annuities amount $108,569,000
Number of farm returns 40
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $449,000
Number of returns with taxable Social Security benefits 1,810
Taxable Social Security benefits amount $44,251,000
Number of returns with partnership/S-corp net income (less loss) 640
Partnership/S-corp net income (less loss) amount $12,783,000
Number of returns with total statutory adjustments 1,730
Total statutory adjustments amount $8,083,000
Number of returns with educator expenses 250
Educator expenses amount $63,000
Number of returns with self-employment retirement plans 60
Self-employment retirement plans amount $1,142,000
Number of returns with self-employment health insurance deduction 270
Self-employment health insurance deduction amount $1,836,000
Number of returns with IRA payments 180
IRA payments amount $1,067,000
Number of returns with student loan interest deduction 490
Student loan interest deduction amount $584,000
Number of returns with tuition and fees deduction 100
Tuition and fees deduction amount $169,000
Returns with domestic production activities deduction 40
Domestic production activities deduction amount $151,000
Number of returns with itemized deductions 3,890
Total itemized deductions amount $97,269,000
Amount of AGI for itemized returns $549,146,000
Number of returns with State and local income taxes 3,710
State and local income taxes amount $20,855,000
Number of returns with State and local general sales tax 130
State and local general sales tax amount $310,000
Number of returns with real estate taxes 3,590
Real estate taxes amount $15,231,000
Number of returns with taxes paid 3,890
Taxes paid amount $36,937,000
Number of returns with mortgage interest paid 2,930
Mortgage interest paid amount $24,536,000
Number of returns with contributions 3,420
Contributions amount $17,625,000
Number of returns with taxable income 5,230
Taxable income amount $556,628,000
Number of returns with income tax before credits 5,220
Income tax before credits amount $96,945,000
Number of returns with alternative minimum tax 100
Alternative minimum tax amount $245,000
Number of returns with total tax credits 2,150
Total tax credits amount $2,477,000
Number of returns with foreign tax credit 1,000
Foreign tax credit amount $239,000
Number of returns with child and dependent care credit 360
Child and dependent care credit amount $195,000
Number of returns with nonrefundable education credit 370
Nonrefundable education credit amount $459,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 730
Child tax credit amount $1,002,000
Number of returns with residential energy tax credit 120
Residential energy tax credit amount $278,000
Number of returns with self-employment tax 730
Self-employment tax amount $2,801,000
Number of returns with total tax payments 5,200
Total tax payments amount $103,185,000
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 310
Refundable education credit amount $269,000
Number of returns with income tax 5,200
Income tax amount [10] $94,469,000
Number of returns with tax liability 5,210
Total tax liability amount [11] $97,756,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 2,060
Tax due at time of filing amount [12] $9,148,000
Number of returns with overpayments refunded 2,860
Overpayments refunded amount [13] $12,308,000
Number of returns with credit to next year’s estimated tax 400
Credited to next year’s estimated tax amount $2,175,000

Adjusted Gross Income: $200,000 or more

Number of returns 2,110
Number of single returns 260
Number of joint returns 1,790
Number of head of household returns 50
Number of returns with paid preparer's signature 1,360
Number of exemptions 5,410
Number of dependents 1,510
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] 1,030
Adjust gross income (AGI) [5] $797,799,000
Number of returns with total income 2,110
Salaries and wages amount $810,085,000
Number of returns with salaries and wages 1,770
Salaries and wages amount $409,657
Number of returns with taxable interest 1,790
Taxable interest amount $10,413
Number of returns with ordinary dividends 1,460
Ordinary dividends amount $30,482,000
Number of returns with qualified dividends 1,410
Qualified dividends amount [6] $23,655
Number of returns with state and local income tax refunds 910
State and local income tax refunds amount $2,407
Number of returns with business or professional net income (less loss) 470
Business or professional net income (less loss) amount $24,072,000
Number of returns with net capital gain (less loss) 1,400
Net capital gain (less loss) amount $80,330,000
Number of returns with taxable individual retirement arrangements distributions 620
Taxable individual retirement arrangements distributions amount $28,043,000
Number of returns with taxable pensions and annuities 840
Taxable pensions and annuities amount $58,889,000
Number of farm returns 0
Number of returns with unemployment compensation 20
Unemployment compensation amount [7] $77,000
Number of returns with taxable Social Security benefits 650
Taxable Social Security benefits amount $18,320,000
Number of returns with partnership/S-corp net income (less loss) 700
Partnership/S-corp net income (less loss) amount $103,371,000
Number of returns with total statutory adjustments 730
Total statutory adjustments amount $12,286,000
Number of returns with educator expenses 50
Educator expenses amount $12,000
Number of returns with self-employment retirement plans 100
Self-employment retirement plans amount $3,025,000
Number of returns with self-employment health insurance deduction 270
Self-employment health insurance deduction amount $3,045,000
Number of returns with IRA payments 30
IRA payments amount $289,000
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 60
Domestic production activities deduction amount $1,913,000
Number of returns with itemized deductions 2,020
Total itemized deductions amount $97,266,000
Amount of AGI for itemized returns $765,279,000
Number of returns with State and local income taxes 1,970
State and local income taxes amount $33,514,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $146,000
Number of returns with real estate taxes 1,910
Real estate taxes amount $13,207,000
Number of returns with taxes paid 2,020
Taxes paid amount $47,174,000
Number of returns with mortgage interest paid 1,380
Mortgage interest paid amount $15,791,000
Number of returns with contributions 1,840
Contributions amount $24,891,000
Number of returns with taxable income 2,110
Taxable income amount $683,670,000
Number of returns with income tax before credits 2,110
Income tax before credits amount $177,206,000
Number of returns with alternative minimum tax 1,030
Alternative minimum tax amount $5,189,000
Number of returns with total tax credits 970
Total tax credits amount $1,718,000
Number of returns with foreign tax credit 780
Foreign tax credit amount $794,000
Number of returns with child and dependent care credit 170
Child and dependent care credit amount $87,000
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 60
Residential energy tax credit amount $189,000
Number of returns with self-employment tax 440
Self-employment tax amount $3,050,000
Number of returns with total tax payments 2,100
Total tax payments amount $179,530,000
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 2,110
Income tax amount [10] $175,488,000
Number of returns with tax liability 2,110
Total tax liability amount [11] $182,968,000
Number of returns with net investment income tax 1,130
Net investment income tax $3,595,000
Number of returns with tax due at time of filing 1,080
Tax due at time of filing amount [12] $23,248,000
Number of returns with overpayments refunded 730
Overpayments refunded amount [13] $7,308,000
Number of returns with credit to next year’s estimated tax 350
Credited to next year’s estimated tax amount $11,620,000

[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.