Zip Code Database List
1-800-425-1169
Account Login
Find ZIP+4 of Address

Find the ZIP Code, County, and +4 of any U.S. Address

FREE ZIP Code Finder

Find info on any U.S. ZIP Code

Other FREE Lookups

Lookup ZIP Code of any City, State, County or Area Code

FREE Radius Search

Find all ZIP Codes

FREE Distance Calc

Calculate the distance between two U.S. or Canadian ZIP codes.






ZIP Code Database - Facts & Stats

Share |

ZIP Code 95661 Income Tax Stats

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

ZIP Code 95661 Data

Zip Code:95661
City:Roseville
State:CA [California]
Counties: PLACER, CA
City Alias(es):Roseville
Area Code:916
Time Zone: Pacific (GMT -08:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


95661 Income Tax Overview

Total Number of Tax Returns for ZIP Code 95661 [1] 15,270
Total Number of Single Tax Returns for ZIP Code 95661 5,330
Total Number of Joint Tax Returns for ZIP Code 95661 6,490
Total Number of Dependents for ZIP Code 95661 9,000
Total Adjusted Gross Income for ZIP Code 95661 $1,409,862,000
Average Income per Person for ZIP Code 95661 $47,325
Average Income per Household for ZIP Code 95661 $92,329

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 3,920
Number of single returns 3,150
Number of joint returns 390
Number of head of household returns 350
Number of returns with paid preparer's signature 1,620
Number of exemptions 4,280
Number of dependents 920
Total number of volunteer prepared returns [5] 180
Number of volunteer income tax assistance (VITA) prepared returns [3] 20
Number of tax counseling for the elderly (TCE) prepared returns [3] 150
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 420
Number of elderly returns [4] 910
Adjust gross income (AGI) [5] $47,872,000
Number of returns with total income 3,920
Salaries and wages amount $49,034,000
Number of returns with salaries and wages 2,840
Salaries and wages amount $34,264
Number of returns with taxable interest 800
Taxable interest amount $393
Number of returns with ordinary dividends 450
Ordinary dividends amount $932,000
Number of returns with qualified dividends 410
Qualified dividends amount [6] $492
Number of returns with state and local income tax refunds 70
State and local income tax refunds amount $45
Number of returns with business or professional net income (less loss) 600
Business or professional net income (less loss) amount $4,349,000
Number of returns with net capital gain (less loss) 420
Net capital gain (less loss) amount $370,000
Number of returns with taxable individual retirement arrangements distributions 270
Taxable individual retirement arrangements distributions amount $1,802,000
Number of returns with taxable pensions and annuities 600
Taxable pensions and annuities amount $5,671,000
Number of farm returns 0
Number of returns with unemployment compensation 140
Unemployment compensation amount [7] $629,000
Number of returns with taxable Social Security benefits 240
Taxable Social Security benefits amount $500,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $132,000
Number of returns with total statutory adjustments 700
Total statutory adjustments amount $1,162,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $146,000
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $230,000
Number of returns with IRA payments 30
IRA payments amount $108,000
Number of returns with student loan interest deduction 130
Student loan interest deduction amount $120,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $82,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 370
Total itemized deductions amount $6,981,000
Amount of AGI for itemized returns $5,185,000
Number of returns with State and local income taxes 90
State and local income taxes amount $147,000
Number of returns with State and local general sales tax 220
State and local general sales tax amount $184,000
Number of returns with real estate taxes 250
Real estate taxes amount $922,000
Number of returns with taxes paid 360
Taxes paid amount $1,353,000
Number of returns with mortgage interest paid 200
Mortgage interest paid amount $2,107,000
Number of returns with contributions 250
Contributions amount $448,000
Number of returns with taxable income 1,950
Taxable income amount $12,063,000
Number of returns with income tax before credits 1,920
Income tax before credits amount $1,271,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 420
Total tax credits amount $152,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 150
Nonrefundable education credit amount $86,000
Number of returns with retirement savings contribution credit 160
Retirement savings contribution credit amount $28,000
Number of returns with child tax credit 80
Child tax credit amount $31,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 500
Self-employment tax amount $706,000
Number of returns with total tax payments 3,370
Total tax payments amount $5,711,000
Number of returns with earned income credit 900
Earned income credit amount [8] $1,693,000
Number of returns with excess earned income credit 710
Excess earned income credit (refundable) amount [9] $1,407,000
Number of returns with additional child tax credit 400
Additional child tax credit amount $454,000
Number of returns with refundable education credit 180
Refundable education credit amount $124,000
Number of returns with income tax 1,700
Income tax amount [10] $1,118,000
Number of returns with tax liability 2,100
Total tax liability amount [11] $2,009,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 520
Tax due at time of filing amount [12] $457,000
Number of returns with overpayments refunded 3,020
Overpayments refunded amount [13] $4,128,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $20,000

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

Number of returns 2,890
Number of single returns 1,740
Number of joint returns 640
Number of head of household returns 450
Number of returns with paid preparer's signature 1,310
Number of exemptions 5,000
Number of dependents 1,500
Total number of volunteer prepared returns [5] 110
Number of volunteer income tax assistance (VITA) prepared returns [3] 20
Number of tax counseling for the elderly (TCE) prepared returns [3] 90
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 370
Number of elderly returns [4] 760
Adjust gross income (AGI) [5] $105,547,000
Number of returns with total income 2,890
Salaries and wages amount $107,361,000
Number of returns with salaries and wages 2,230
Salaries and wages amount $76,407
Number of returns with taxable interest 810
Taxable interest amount $557
Number of returns with ordinary dividends 420
Ordinary dividends amount $1,401,000
Number of returns with qualified dividends 390
Qualified dividends amount [6] $806
Number of returns with state and local income tax refunds 200
State and local income tax refunds amount $153
Number of returns with business or professional net income (less loss) 420
Business or professional net income (less loss) amount $6,990,000
Number of returns with net capital gain (less loss) 370
Net capital gain (less loss) amount $903,000
Number of returns with taxable individual retirement arrangements distributions 280
Taxable individual retirement arrangements distributions amount $3,293,000
Number of returns with taxable pensions and annuities 610
Taxable pensions and annuities amount $11,984,000
Number of farm returns 0
Number of returns with unemployment compensation 170
Unemployment compensation amount [7] $894,000
Number of returns with taxable Social Security benefits 590
Taxable Social Security benefits amount $4,291,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $401,000
Number of returns with total statutory adjustments 650
Total statutory adjustments amount $1,814,000
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 90
Self-employment health insurance deduction amount $383,000
Number of returns with IRA payments 60
IRA payments amount $241,000
Number of returns with student loan interest deduction 250
Student loan interest deduction amount $258,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $41,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 590
Total itemized deductions amount $11,501,000
Amount of AGI for itemized returns $22,812,000
Number of returns with State and local income taxes 280
State and local income taxes amount $507,000
Number of returns with State and local general sales tax 280
State and local general sales tax amount $290,000
Number of returns with real estate taxes 430
Real estate taxes amount $1,604,000
Number of returns with taxes paid 580
Taxes paid amount $2,540,000
Number of returns with mortgage interest paid 360
Mortgage interest paid amount $2,999,000
Number of returns with contributions 470
Contributions amount $1,254,000
Number of returns with taxable income 2,750
Taxable income amount $55,885,000
Number of returns with income tax before credits 2,730
Income tax before credits amount $7,001,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 990
Total tax credits amount $814,000
Number of returns with foreign tax credit 110
Foreign tax credit amount $8,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $48,000
Number of returns with nonrefundable education credit 210
Nonrefundable education credit amount $197,000
Number of returns with retirement savings contribution credit 320
Retirement savings contribution credit amount $61,000
Number of returns with child tax credit 510
Child tax credit amount $483,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 320
Self-employment tax amount $1,097,000
Number of returns with total tax payments 2,730
Total tax payments amount $10,872,000
Number of returns with earned income credit 470
Earned income credit amount [8] $882,000
Number of returns with excess earned income credit 320
Excess earned income credit (refundable) amount [9] $632,000
Number of returns with additional child tax credit 360
Additional child tax credit amount $486,000
Number of returns with refundable education credit 120
Refundable education credit amount $94,000
Number of returns with income tax 2,390
Income tax amount [10] $6,187,000
Number of returns with tax liability 2,510
Total tax liability amount [11] $7,358,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 640
Tax due at time of filing amount [12] $1,164,000
Number of returns with overpayments refunded 2,170
Overpayments refunded amount [13] $4,533,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $87,000

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

Number of returns 2,030
Number of single returns 990
Number of joint returns 720
Number of head of household returns 280
Number of returns with paid preparer's signature 1,060
Number of exemptions 3,930
Number of dependents 1,180
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] 190
Number of elderly returns [4] 650
Adjust gross income (AGI) [5] $125,918,000
Number of returns with total income 2,030
Salaries and wages amount $127,956,000
Number of returns with salaries and wages 1,570
Salaries and wages amount $87,265
Number of returns with taxable interest 870
Taxable interest amount $656
Number of returns with ordinary dividends 420
Ordinary dividends amount $1,677,000
Number of returns with qualified dividends 380
Qualified dividends amount [6] $1,162
Number of returns with state and local income tax refunds 380
State and local income tax refunds amount $411
Number of returns with business or professional net income (less loss) 330
Business or professional net income (less loss) amount $5,246,000
Number of returns with net capital gain (less loss) 380
Net capital gain (less loss) amount $1,512,000
Number of returns with taxable individual retirement arrangements distributions 310
Taxable individual retirement arrangements distributions amount $3,956,000
Number of returns with taxable pensions and annuities 520
Taxable pensions and annuities amount $15,937,000
Number of farm returns 0
Number of returns with unemployment compensation 130
Unemployment compensation amount [7] $662,000
Number of returns with taxable Social Security benefits 500
Taxable Social Security benefits amount $7,608,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $1,541,000
Number of returns with total statutory adjustments 590
Total statutory adjustments amount $2,038,000
Number of returns with educator expenses 50
Educator expenses amount $13,000
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $269,000
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $469,000
Number of returns with IRA payments 60
IRA payments amount $318,000
Number of returns with student loan interest deduction 230
Student loan interest deduction amount $243,000
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 830
Total itemized deductions amount $17,359,000
Amount of AGI for itemized returns $51,890,000
Number of returns with State and local income taxes 590
State and local income taxes amount $1,758,000
Number of returns with State and local general sales tax 210
State and local general sales tax amount $289,000
Number of returns with real estate taxes 660
Real estate taxes amount $2,474,000
Number of returns with taxes paid 820
Taxes paid amount $4,769,000
Number of returns with mortgage interest paid 570
Mortgage interest paid amount $5,337,000
Number of returns with contributions 680
Contributions amount $2,047,000
Number of returns with taxable income 2,010
Taxable income amount $81,888,000
Number of returns with income tax before credits 1,990
Income tax before credits amount $11,756,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 720
Total tax credits amount $988,000
Number of returns with foreign tax credit 120
Foreign tax credit amount $9,000
Number of returns with child and dependent care credit 80
Child and dependent care credit amount $46,000
Number of returns with nonrefundable education credit 120
Nonrefundable education credit amount $129,000
Number of returns with retirement savings contribution credit 90
Retirement savings contribution credit amount $16,000
Number of returns with child tax credit 470
Child tax credit amount $705,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $46,000
Number of returns with self-employment tax 240
Self-employment tax amount $922,000
Number of returns with total tax payments 1,960
Total tax payments amount $13,631,000
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 70
Additional child tax credit amount $99,000
Number of returns with refundable education credit 80
Refundable education credit amount $62,000
Number of returns with income tax 1,920
Income tax amount [10] $10,768,000
Number of returns with tax liability 1,950
Total tax liability amount [11] $11,835,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 640
Tax due at time of filing amount [12] $1,734,000
Number of returns with overpayments refunded 1,340
Overpayments refunded amount [13] $3,352,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $148,000

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

Number of returns 1,620
Number of single returns 550
Number of joint returns 890
Number of head of household returns 160
Number of returns with paid preparer's signature 880
Number of exemptions 3,530
Number of dependents 1,020
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] 110
Number of elderly returns [4] 630
Adjust gross income (AGI) [5] $141,197,000
Number of returns with total income 1,620
Salaries and wages amount $143,146,000
Number of returns with salaries and wages 1,230
Salaries and wages amount $92,862
Number of returns with taxable interest 970
Taxable interest amount $880
Number of returns with ordinary dividends 470
Ordinary dividends amount $1,829,000
Number of returns with qualified dividends 440
Qualified dividends amount [6] $1,171
Number of returns with state and local income tax refunds 600
State and local income tax refunds amount $797
Number of returns with business or professional net income (less loss) 300
Business or professional net income (less loss) amount $5,843,000
Number of returns with net capital gain (less loss) 440
Net capital gain (less loss) amount $2,080,000
Number of returns with taxable individual retirement arrangements distributions 330
Taxable individual retirement arrangements distributions amount $5,623,000
Number of returns with taxable pensions and annuities 530
Taxable pensions and annuities amount $21,009,000
Number of farm returns 0
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $345,000
Number of returns with taxable Social Security benefits 480
Taxable Social Security benefits amount $9,410,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $1,173,000
Number of returns with total statutory adjustments 460
Total statutory adjustments amount $1,949,000
Number of returns with educator expenses 60
Educator expenses amount $14,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $464,000
Number of returns with IRA payments 40
IRA payments amount $228,000
Number of returns with student loan interest deduction 140
Student loan interest deduction amount $135,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $100,000
Number of returns with itemized deductions 1,020
Total itemized deductions amount $23,124,000
Amount of AGI for itemized returns $89,105,000
Number of returns with State and local income taxes 850
State and local income taxes amount $4,020,000
Number of returns with State and local general sales tax 150
State and local general sales tax amount $276,000
Number of returns with real estate taxes 860
Real estate taxes amount $3,674,000
Number of returns with taxes paid 1,020
Taxes paid amount $8,336,000
Number of returns with mortgage interest paid 760
Mortgage interest paid amount $7,234,000
Number of returns with contributions 880
Contributions amount $2,888,000
Number of returns with taxable income 1,620
Taxable income amount $97,490,000
Number of returns with income tax before credits 1,610
Income tax before credits amount $14,954,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 610
Total tax credits amount $860,000
Number of returns with foreign tax credit 140
Foreign tax credit amount $13,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $47,000
Number of returns with nonrefundable education credit 100
Nonrefundable education credit amount $111,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 390
Child tax credit amount $611,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $49,000
Number of returns with self-employment tax 230
Self-employment tax amount $916,000
Number of returns with total tax payments 1,590
Total tax payments amount $16,513,000
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 $32,000
Number of returns with refundable education credit 70
Refundable education credit amount $55,000
Number of returns with income tax 1,590
Income tax amount [10] $14,093,000
Number of returns with tax liability 1,600
Total tax liability amount [11] $15,073,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 580
Tax due at time of filing amount [12] $1,942,000
Number of returns with overpayments refunded 1,000
Overpayments refunded amount [13] $3,089,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $238,000

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

Number of returns 3,350
Number of single returns 550
Number of joint returns 2,570
Number of head of household returns 190
Number of returns with paid preparer's signature 1,990
Number of exemptions 8,750
Number of dependents 2,830
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 170
Number of elderly returns [4] 1,200
Adjust gross income (AGI) [5] $465,878,000
Number of returns with total income 3,350
Salaries and wages amount $472,736,000
Number of returns with salaries and wages 2,780
Salaries and wages amount $327,395
Number of returns with taxable interest 2,470
Taxable interest amount $1,962
Number of returns with ordinary dividends 1,240
Ordinary dividends amount $6,380,000
Number of returns with qualified dividends 1,160
Qualified dividends amount [6] $4,510
Number of returns with state and local income tax refunds 1,620
State and local income tax refunds amount $3,167
Number of returns with business or professional net income (less loss) 700
Business or professional net income (less loss) amount $15,687,000
Number of returns with net capital gain (less loss) 1,190
Net capital gain (less loss) amount $8,537,000
Number of returns with taxable individual retirement arrangements distributions 650
Taxable individual retirement arrangements distributions amount $17,587,000
Number of returns with taxable pensions and annuities 1,050
Taxable pensions and annuities amount $58,057,000
Number of farm returns 0
Number of returns with unemployment compensation 200
Unemployment compensation amount [7] $1,116,000
Number of returns with taxable Social Security benefits 840
Taxable Social Security benefits amount $19,367,000
Number of returns with partnership/S-corp net income (less loss) 320
Partnership/S-corp net income (less loss) amount $9,051,000
Number of returns with total statutory adjustments 1,130
Total statutory adjustments amount $6,858,000
Number of returns with educator expenses 170
Educator expenses amount $45,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $1,309,000
Number of returns with self-employment health insurance deduction 170
Self-employment health insurance deduction amount $1,506,000
Number of returns with IRA payments 140
IRA payments amount $784,000
Number of returns with student loan interest deduction 280
Student loan interest deduction amount $297,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $70,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 2,800
Total itemized deductions amount $82,204,000
Amount of AGI for itemized returns $396,413,000
Number of returns with State and local income taxes 2,670
State and local income taxes amount $21,670,000
Number of returns with State and local general sales tax 140
State and local general sales tax amount $464,000
Number of returns with real estate taxes 2,500
Real estate taxes amount $13,248,000
Number of returns with taxes paid 2,800
Taxes paid amount $36,459,000
Number of returns with mortgage interest paid 2,260
Mortgage interest paid amount $25,308,000
Number of returns with contributions 2,520
Contributions amount $10,405,000
Number of returns with taxable income 3,340
Taxable income amount $341,418,000
Number of returns with income tax before credits 3,330
Income tax before credits amount $59,874,000
Number of returns with alternative minimum tax 160
Alternative minimum tax amount $331,000
Number of returns with total tax credits 1,340
Total tax credits amount $1,628,000
Number of returns with foreign tax credit 410
Foreign tax credit amount $57,000
Number of returns with child and dependent care credit 300
Child and dependent care credit amount $176,000
Number of returns with nonrefundable education credit 250
Nonrefundable education credit amount $295,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 580
Child tax credit amount $753,000
Number of returns with residential energy tax credit 90
Residential energy tax credit amount $189,000
Number of returns with self-employment tax 490
Self-employment tax amount $2,495,000
Number of returns with total tax payments 3,310
Total tax payments amount $63,834,000
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 230
Refundable education credit amount $180,000
Number of returns with income tax 3,320
Income tax amount [10] $58,246,000
Number of returns with tax liability 3,330
Total tax liability amount [11] $61,058,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,280
Tax due at time of filing amount [12] $6,468,000
Number of returns with overpayments refunded 1,930
Overpayments refunded amount [13] $8,230,000
Number of returns with credit to next year’s estimated tax 170
Credited to next year’s estimated tax amount $946,000

Adjusted Gross Income: $200,000 or more

Number of returns 1,460
Number of single returns 120
Number of joint returns 1,280
Number of head of household returns 50
Number of returns with paid preparer's signature 1,020
Number of exemptions 4,280
Number of dependents 1,550
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] 30
Number of elderly returns [4] 400
Adjust gross income (AGI) [5] $523,450,000
Number of returns with total income 1,460
Salaries and wages amount $533,568,000
Number of returns with salaries and wages 1,300
Salaries and wages amount $336,514
Number of returns with taxable interest 1,250
Taxable interest amount $3,047
Number of returns with ordinary dividends 810
Ordinary dividends amount $7,478,000
Number of returns with qualified dividends 770
Qualified dividends amount [6] $5,642
Number of returns with state and local income tax refunds 630
State and local income tax refunds amount $2,518
Number of returns with business or professional net income (less loss) 320
Business or professional net income (less loss) amount $25,036,000
Number of returns with net capital gain (less loss) 840
Net capital gain (less loss) amount $41,089,000
Number of returns with taxable individual retirement arrangements distributions 220
Taxable individual retirement arrangements distributions amount $7,121,000
Number of returns with taxable pensions and annuities 340
Taxable pensions and annuities amount $23,809,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $314,000
Number of returns with taxable Social Security benefits 220
Taxable Social Security benefits amount $5,159,000
Number of returns with partnership/S-corp net income (less loss) 410
Partnership/S-corp net income (less loss) amount $69,529,000
Number of returns with total statutory adjustments 490
Total statutory adjustments amount $10,118,000
Number of returns with educator expenses 40
Educator expenses amount $10,000
Number of returns with self-employment retirement plans 90
Self-employment retirement plans amount $3,005,000
Number of returns with self-employment health insurance deduction 170
Self-employment health insurance deduction amount $2,161,000
Number of returns with IRA payments 30
IRA payments amount $242,000
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 40
Domestic production activities deduction amount $1,484,000
Number of returns with itemized deductions 1,440
Total itemized deductions amount $88,321,000
Amount of AGI for itemized returns $514,117,000
Number of returns with State and local income taxes 1,420
State and local income taxes amount $43,892,000
Number of returns with State and local general sales tax 0
State and local general sales tax amount $0
Number of returns with real estate taxes 1,350
Real estate taxes amount $10,836,000
Number of returns with taxes paid 1,440
Taxes paid amount $55,527,000
Number of returns with mortgage interest paid 1,190
Mortgage interest paid amount $17,514,000
Number of returns with contributions 1,330
Contributions amount $11,720,000
Number of returns with taxable income 1,460
Taxable income amount $422,090,000
Number of returns with income tax before credits 1,460
Income tax before credits amount $110,537,000
Number of returns with alternative minimum tax 980
Alternative minimum tax amount $6,865,000
Number of returns with total tax credits 530
Total tax credits amount $850,000
Number of returns with foreign tax credit 350
Foreign tax credit amount $115,000
Number of returns with child and dependent care credit 140
Child and dependent care credit amount $74,000
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 50
Residential energy tax credit amount $113,000
Number of returns with self-employment tax 290
Self-employment tax amount $2,686,000
Number of returns with total tax payments 1,450
Total tax payments amount $112,051,000
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 1,460
Income tax amount [10] $109,687,000
Number of returns with tax liability 1,460
Total tax liability amount [11] $114,797,000
Number of returns with net investment income tax 770
Net investment income tax $1,161,000
Number of returns with tax due at time of filing 770
Tax due at time of filing amount [12] $13,748,000
Number of returns with overpayments refunded 560
Overpayments refunded amount [13] $4,846,000
Number of returns with credit to next year’s estimated tax 150
Credited to next year’s estimated tax amount $5,986,000

[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.